Don’t stop me now

Don't stop me now

In a scenario of mild protectionism, the global economy still has one to two more years to grow. In the US, the accommodative fiscal policy allows for higher GDP growth. Europe should enjoy above-potential growth despite political vulnerabilities, and the Emerging Markets  an on-going acceleration. Finally, market volatility should increase as liquidity conditions are to tighten softly and rates increase progressively.

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