Thursday, September 13, 2018

Cyclical sectors have lost momentum, signaling concern about slower growth in 2019. While sentiment indicators and survey data continue to surprise on the upside, hard data have been weaker. Equities still overvalued across mature markets, but some bargains to be found among EMs. Increased frontier market debt service costs – rising oil prices and trade war threats could sting

IIF Authors

Paul Della Guardia

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

Sonja Gibbs

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

Fiona Nguyen

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

Khadija Mahmood

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

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