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Economic and Market Commentary What Keeps You Up at Night?(video) What Keeps You Up at Night? PIMCO experts and Dr. Ben Bernanke, senior advisor to PIMCO, discuss the main risks they’re concerned about over the cyclical horizon. Explore Inflation Insights
Economic and Market Commentary Inflation Uncertainty: What’s Coming?(video) Inflation Uncertainty: What’s Coming? Dr. Ben Bernanke, senior advisor to PIMCO, and Joachim Fels, global economic advisor, discuss what’s a concern – and what isn’t – with regard to rising short-term inflation. Explore Inflation Insights
Economic and Market Commentary Economic Themes For the Year Ahead(video) Economic Themes For the Year Ahead Three key themes will likely drive a global economic recovery this year – and into the next: a strong rebound in economic activity, a temporary rise in inflation, and continued fiscal and monetary support. Discover Opportunities at PIMCO
Cyclical outlook Dealing With an Inflation Head Fake Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
Blog Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.
Joachim Fels Global Economic Advisor Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Fels is a managing director and global economic advisor based in the Newport Beach office. He is a member of the Investment Committee and leads PIMCO's Secular Forum. Prior to joining PIMCO in 2015, he was global chief economist at Morgan Stanley in London. Previously he was an international economist at Goldman Sachs and a research associate at the Kiel Institute for the World Economy. He has 33 years of macro research experience and holds a diploma in international studies from the Johns Hopkins University School of Advanced International Studies in Bologna, Italy; a master's degree in economics from Universität des Saarlandes in Saarbrücken, Germany; and an undergraduate degree from Christian-Albrechts-Universität in Kiel, Germany.
