The Year for Cyclicals
- Citi analysts expect global earnings growth of 9% in 2018. All major regions are forecast to post healthy earnings gains, suggesting another year of synchronized growth.
- Citi analysts are positive on cyclical stocks - highlighting materials, financials and technology as the sectors to watch.
- Citi analysts expect the more cyclical markets such as Emerging Markets, Europe and Japan to outperform the US in 2018.
Citi analysts expect global earnings growth of 9% in 2018, which underpins their positive outlook on equities. Citi favors Emerging Markets, Continental Europe and Japan.
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