Pimco's Market Outlook 'Into the Uknown'

The video discusses the uncertain economic outlook for 2017, focusing on three key transitions: from monetary to fiscal policy, globalization to deglobalization, and changes in China's FX regime. It highlights market reactions, inflation expectations, and potential fiscal stimulus scenarios. Investment strategies are advised to be cautious, considering market exuberance and risks, particularly from China's currency fluctuations.

What is the first key transition discussed in the economic outlook for 2017?

• From a basket peg to a dollar peg

• From deglobalization to globalization

• From monetary policy to fiscal policy

• From fiscal policy to monetary policy

What is the second key transition affecting the economic outlook?

• From globalization to deglobalization

• From deglobalization to globalization

• From a basket peg to a dollar peg

• From fiscal policy to monetary policy

What is the third key transition discussed in the economic outlook?

• From a basket peg to a managed or free float

• From a managed float to a free float

• From a dollar peg to a basket peg

• From a basket peg to a dollar peg

How does the market view inflation expectations after the election?

• Inflation is expected to decrease

• Inflation expectations are irrelevant

• Inflation expectations have remained stable

• Inflation is expected to increase

What is the baseline fiscal package scenario assumed by PIMCO?

• A $2.5 trillion package over 5 years

• A $1.5 trillion package over 10 years

• A $3 trillion package over 15 years

• A $1 trillion package over 20 years

What is the expected impact of a bigger fiscal boost on inflation?

• Inflation could decrease to 1%

• Inflation could remain stable

• Inflation could become negative

• Inflation could increase to 3%

What is a potential risk for markets related to China's currency policies?

• A depreciating RMB

• A stable RMB

• An appreciating RMB

• A stronger RMB