06/28/2025, 08:39 AM UTC
PDI：转折点临近PDI: Inflection Point Ahead
1、通胀放缓增加了美联储在2025年下半年降息的可能性，利好PIMCO动态收益基金（PDI）；2、PDI当前提供14%的收益率，较其三年平均水平高出1.45个百分点，表明可能存在低估；3、主要风险包括降息延迟或贸易冲突引发通胀反弹，但近期中美贸易协议降低了此类风险。1. Slowing inflation increases the likelihood of Fed rate cuts in H2 2025, benefiting PIMCO Dynamic Income Fund (PDI); 2. PDI currently offers a 14% yield, 1.45 percentage points above its 3-year average, signaling potential undervaluation; 3. Key risks include delayed rate cuts or inflation resurgence from trade conflicts, though recent U.S.-China trade agreements mitigate such risks.---
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