FIXD - What Investors Can Expect If Strong Global Growth Continues

• The world economy has really been rocking, and we've been talking about this since the summer, as can be seen by looking at global business activity, PMIs.
• Copper prices are near four-year highs and have continued to rally through the last several months. And unemployment has really been decreasing in the U.S., which is a very, very positive sign.
• If global growth continues to be strong, then that might push up long-term interest rates. Not dramatically, but even if we move from the 0.9% now to maybe 1.5% or 2%, that will not be happy days for the financial markets, meaning the stock and bond markets.

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