Credit Suisse’s Global Markets team believes global economic growth will pick up, driven by improvement in the U.S. and Europe, central bank policy will diverge further, and the dollar will continue appreciating.  Of course, there are risks to every forecast. If things go too well in the developed world – particularly in the United States – inflation could accelerate faster than anticipated, leading to tighter monetary policy than currently expected. On the other hand, a collapse in Chinese investment could deliver a “devastating shock” to the world economy.

Read more on The Financialist.