🔥 PIMCO: the world is "rupturing" — and markets are underpricing it
A 5-year outlook from former Fed Vice Chair Richard Clarida: up to $14T flowing into AI and defense, a returning wave of defaults, a U.S. equity risk premium near zero — and bonds that, for the first time in years, pay like stocks (5–7%).
Full breakdown with charts in the PDF 👇
#macro #PIMCO #bonds #recession
🔥 PIMCO: the world is "rupturing" — and markets are underpricing it
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