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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.
Steady, though multi-speed, growth of 2.5%–3.0%View hereVideo: Cyclical Outlook for the Global EconomyAdditional reading: PIMCO Cyclical Outlook: A Steady Passage in 2014
Real growth of 2.5%–3.0% as economy transitions to demand-driven growth View hereVideo: Cyclical Outlook for the U.S. EconomyAdditional reading: PIMCO Cyclical Outlook for the Americas: U.S. Growth Offers a Tailwind for the Region
1.0%–1.5% real growth reflecting improved conditions in peripheralsView here Video: Cyclical Outlook for the European EconomyAdditional reading: PIMCO Cyclical Outlook for Europe: Deflationary Pressure and Tight Credit Facilities Weigh on Eurozone Recovery
Growth advantage will continue but slowing China poses risks View hereVideo: Cyclical Outlook for the Emerging Market EconomiesAdditional reading: Uncovering Opportunities in Emerging Markets
Continue to find selective opportunities in emerging market countriesView here
Additional reading: Striking a Balance: Risks and Opportunities in Emerging Market Debt
Improving fundamentals have led to tighter credit spreads but we continue to find opportunitiesView here
Additional reading: Avoiding Losers Is as Important as Picking Winners in High Yield Markets Today
Supply pressures and headline risk will feed volatility, creating buying opportunities View here
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626. ©2014, PIMCO.
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