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Bloomberg in-car apps are sponsored by interactive brokers. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene.

Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene.

Daily, we bring you insight from the best

in economics, finance, investment,

and international relations.

Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the Bloomberg. Joining us now a constructive Credit Suisse maintaining a positive view on

global equities with a preference for emerging markets. Let's talk to James

Sweeney shall we, Credit Suisse as chief

economists. Good morning to you, James. Good morning. Why the optimism? Why the

preference for global equity still? Because of growth. I mean we have

we have global growth running above trends. It's been doing so for two and a half years

and that should continue.

I think the big problem has been dollar strength and policy concerns and bad policy in a bunch of

specific countries.

To what degree do you think the U.S. economy has decoupled from the rest of the world?

Well, when you look from a short-term perspective, industrial production growth recently

in the U.S. has been running above 4 percent in the rest of the world, you know, significantly lower

...