Fels de Pimco ve riesgos a largo plazo para los mercados

The video discusses the current economic outlook, highlighting peak growth and a Goldilocks environment with synchronized global growth. It notes low inflation and forecasts that are already priced in, while warning of potential long-term risks. The discussion includes the impact of fiscal policy, such as tax cuts and increased spending, and concerns about rising public debt and budget deficits, which could limit future fiscal responses to economic downturns.

What concerns are raised about the timing of fiscal policy actions?

What question is posed regarding future fiscal actions in the event of a recession?