Thursday, October 4, 2018

Volte-face in USD and bond yields has global ripple effects; late-cycle signals for the U.S. economy; spoiler alert: downgrade to our 2019 forecasts in the latest edition of Capital Flows to Emerging Markets; investor differentiation persists, but higher oil/softer non-oil commodity prices would hurt many EMs

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

Paul Della Guardia

Paul Della
Guardia
Financial Economist
+1 202 857-3333
pdellaguardia@iif.com

Fiona Nguyen

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

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