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Below are the key economic and financial market topics addressed in our current edition of Putting Markets in Perspective. Click on the topic for details on PIMCO’s quarterly outlook and related commentaries.
Relative strength in the U.S. economy will not be enough to sustain global growth.View here
Video: Cyclical outlook for the global economyAdditional reading: Policy Dissonance and Geopolitical Risk Beget Economic Decoupling
GDP growth of 2.5%–3.0%, with upside potential. View here
Video: Cyclical outlook for the U.S. economyAdditional reading: PIMCO Cyclical Outlook for the Americas: Recovery Remains Intact, Yet Uneven
Growth of about 1% in the next 12 months.View here Video: Cyclical outlook for the European economyAdditional reading: PIMCO Cyclical Outlook for Europe: Is ‘Whatever It Takes’ Still Enough for Europe’s Recovery?
GDP growth of 1.0% to 1.5% over next 12 months, but with increasing uncertainty and volatility.View here Additional reading: PIMCO Cyclical Outlook for Asia: Slower Growth in China and Japan Pressures the Region
Growth outlook for BRIM is just 2%, a significant slowdown from prior years.View hereVideo: Cyclical outlook for the emerging market economies
Opportunities exist, despite slowing economic growth.View hereAdditional reading: Emerging Markets Watch: Opportunities Amid Divergence
Stable growth, low inflation and low interest rates support equity valuations.View hereAdditional reading: Equities: Finding the Path to Value
Policy divergence may create attractive opportunities for duration exposure in non-U.S. markets.View here
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