GeopoliticsMay 17, 20267 min readyoutu.be

PIMCO Perspectives: When Geopolitics Becomes an Economic Input | Accrued Interest

Podcast Context: This episode of PIMCO's Accrued Interest podcast is hosted by Greg Hall (Head of US Wealth Management) and features recurring guests Mark Seidner (CIO for Non-Traditional Strategies) and Premal Diwan (Leader of Emerging Market Investment Business).
Publication Cadence: The discussion centers on the newly released quarterly macro brief, PIMCO Perspectives, titled "When Geopolitics Becomes an Economic Input" [00:00:48].

2. Core Thesis: Geopolitics as a First-Order Economic Variable []

References

Original source (youtu.be)

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PIMCO Perspectives: When Geopolitics Becomes an Economic Input | Accrued Interest

2. Core Thesis: Geopolitics as a First-Order Economic Variable []

References

Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

Finding Balance: Growth, Income and Liquidity | 1 Jun 2026 | Morgan Stanley

PIMCO Perspectives: When Geopolitics Becomes an Economic Input | Accrued Interest

2. Core Thesis: Geopolitics as a First-Order Economic Variable []

References

Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

Finding Balance: Growth, Income and Liquidity | 1 Jun 2026 | Morgan Stanley

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5. Global Dispersion & Cross-Asset Allocation [00:16:36]

6. Portfolio Construction Guidelines & Advisor Flows [00:28:11]

7. Philanthropic & Academic Context [00:32:02]

Pet Industry and the Bite of Higher Costs | 2 Jun 2026 | Thoughts on the Market | Morgan Stanley

2. Core Thesis: Geopolitics as a First-Order Economic Variable []

References

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Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

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2. Core Thesis: Geopolitics as a First-Order Economic Variable []

References

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Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

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3. Macro Scenario Framing & Economic Revisions [00:06:43]

4. Market Disconnects & The Shift to Resilience [00:09:45]

5. Global Dispersion & Cross-Asset Allocation [00:16:36]

6. Portfolio Construction Guidelines & Advisor Flows [00:28:11]

7. Philanthropic & Academic Context [00:32:02]

Pet Industry and the Bite of Higher Costs | 2 Jun 2026 | Thoughts on the Market | Morgan Stanley