Thursday, April 12, 2018

Short-dated rate swaps suggest a steady rise in the Fed funds rate might not be a done deal. Sentiment more pessimistic ahead of Q1 earnings; high FX debt spells headwinds for some EM currencies. Geopolitics boosting oil prices, but this should not derail benign EM inflation outlook.  NAFTA deal close, yet so far away; US-China trade fears dissipate as China launches new reforms.

IIF Authors

Sonja Gibbs

Sonja Gibbs Senior Director Global Capital Markets IIF
Sonja
Gibbs
Senior Director, Global Capital Markets
+1-202-857-3325
sgibbs@iif.com

Lucas Martin

Lucas
Martin
Financial Economist
lmartin@iif.com

Fiona Nguyen

Fiona
Nguyen
Senior Research Analyst
+1-202-682-7443
fnguyen@iif.com

Scott Farnham

Scott
Farnham
Senior Research Analyst
202 857 3653
sfarnham@iif.com

Khadija Mahmood

Khadija
Mahmood
Senior Research Analyst
+1-202-857-3309
kmahmood@iif.com

Meng (Vicky) Li

Meng
Li
Policy Advisor
+1 202 857-3303
vli@iif.com

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