Iran, Oil, And Rates: What We're Watching

PIMCO2.65K FollowersFollow5ShareSavePlay(16min)CommentsSummaryVolatility has returned to markets as geopolitical uncertainty once again returns to the forefront of investor thinking.Our base case for the Federal Reserve has been two interest rate cuts for the balance of 2026, with those cuts likely back-end loaded.In an uncertain world, the stability of bonds and the flexibility of active management are increasingly important. Max Zolotukhin/iStock via Getty Images Marc P. Seidner: Volatility has returned to markets as geopolitical uncertainty once again returns to the forefront of investor thinking. For the PIMCO portfolio management team, clearly, we're assessing in real time the shocks to theThis article was written byPIMCO2.65K FollowersFollowPIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients. Visit PIMCO’s blog.

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