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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.
Outlook is cautiously optimistic, but below consensus forecast.View hereVideo: Cyclical Outlook for the Global EconomyAdditional reading: A Fine Balance in the Global Profits Cycle
Real growth of 2.0%–2.5%. View hereVideo: Cyclical Outlook for the U.S. EconomyAdditional reading: Cyclical Outlook for the Americas: A Slow-Moving Fed Benefits Economies on Both Continents
Slightly improved real growth in the range of 0%–0.5%.View hereVideo: Cyclical Outlook for the European EconomyAdditional reading: PIMCO Cyclical Outlook for Europe: Near-Term Recovery, Long-Term Risks
China is the key to the future of the emerging market economies. View hereVideo: Cyclical Outlook for the Emerging Market EconomiesAdditional reading: What Role for Emerging Markets After the Sell-Off?
Select opportunities exist, especially in dividend-paying stocks. View here
Remain optimistic on housing overall, but at slower growth rates.View here
Additional Reading: PIMCO Mortgage Opportunities Fund A Flexible Approach to Navigating Market Volatility
Credit in general is overvalued, but attractive risk/reward opportunities still exist.View here
Additional Reading: Growth and Rising Stars
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