What is the speaker's perspective on the sustainability of US growth?
Pimco Doesn't See Extended Positive Effects of U.S. Tax Cuts
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The transcript discusses the global economy, focusing on US growth and the impact of tax cuts. It examines the sustainability of US economic growth amid Fed rate hikes and potential challenges in the coming years. The discussion also covers the divergence between emerging and developed markets, with insights into investment strategies and client concerns regarding US growth and market valuations.
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What considerations should investors take into account regarding US small caps versus the S&P 500?
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