Calmer C's Ahead? China, Commodities And Central Banks Dominate The Global Outlook

Calmer C's Ahead? China, Commodities And Central Banks Dominate The Global Outlook by Joachim Fels, Andrew Balls - PIMCO

Navigating an environment of tepid nominal growth and near-zero or negative interest rates was never going to be easy. Still, the events that have unfolded since the Federal Reserve's first rate hike in almost 10 years last December easily surpassed the imagination of most central bankers, observers and investors alike.

And so there was much to talk about when PIMCO's investment professionals gathered at our Newport Beach office in early March for our quarterly Cyclical Forum to deliberate and update our economic and market outlook for the next six to 12 months. In addition to hearing from PIMCO's regional portfolio...