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.
PIMCO’s baseline forecast is for continued global economic expansion, with world GDP picking up slightly to grow 2.5%–3.0% in 2017. View here
Additional reading: Macro Insights From PIMCO’s Global Advisory Board
PIMCO sees U.S. growth returning to a 2.0%–2.5% range in 2017, helped by labor market gains and robust consumer spending. View here
Additional reading: Seeking income and stability in a low interest rate high volatility market
PIMCO expects to see above trend growth in the eurozone in 2017, but doesn’t believe the ECB will make much progress towards its inflation target. View here
Additional reading: Brexit: What’s Next for Markets, the UK and the Global Economy
PIMCO is forecasting accelerating growth in emerging markets (EM), helped by improved external and internal conditions and modest recoveries from Russia and Brazil. View here
Additional reading: The BOJ Hit Its Limit: A Summer Relief for Banks
PIMCO believes that periodic spikes of market volatility could provide opportunities to active managers. View here
Additional reading: The benefits of active management when rates are rising
As of December 31, 2016:
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