报道：Pimco投资长称美国经济衰退的可能性升至多年来最高

Core Viewpoint - Dan Ivascyn, the Chief Investment Officer of Pimco, suggests that tariffs may lead to a more "stagflationary" environment, characterized by economic slowdown coupled with rising price levels. The likelihood of entering a recession is at its highest in recent years [1] Group 1: Economic Outlook - There is a significant possibility of an economic recession occurring soon, with the highest probability observed in recent years [1] - The expectation is that the ultimate tariff rates will decrease, and there will be close monitoring of how President Trump adjusts policies based on market reactions and policymakers [1] Group 2: Investment Strategy - Pimco remains optimistic about high-quality sectors such as mortgages, citing strong household balance sheets as a key reason [1] - Over the past two months, Pimco has slightly increased its holdings in U.S. government bonds, with a focus on shorter-term bonds [1]