Show notes:

1. Overview of PIMCO’s Cyclical Outlook.

2. Rules of Thumb and ‘Pay Backs.’

3. A technological investment boom – effects on employment trends, CAPEX, and more.
4. PIMCO vs. The Street – how do our views stack up? 
5. The Agg is finally outyielding cash – is this a tipping point for advisors?

 

Tariffs, Technology, and Transition: Our Cyclical Outlook

Economic Review

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