Economic growth could very well surprise to the upside compared to current market expectations. But it very much remains to be seen whether this will turn out to be sustainable.

As from now our reports have a new layout for better readability and usability with easy navigation within the report. Click directly to the section of interest through the interactive 'Table of Contents' and/or navigate to other areas on the website through the research category links on the left hand side on the first page. As a result, the Global Financial Markets report is now only available in the full version and no longer in the short version. For a quicker read, simply navigate to the summary and section on 'Consequences for the Financial markets'.