These Two Charts Show How Global Growth Looks Poised to Shoot Up

Robust trade data and positive economic surprises in developed markets are a boon for global expansion.

A straddle carrier moves shipping containers around the dockside at the container terminal operated by DP World Ltd.

Photographer: Simon Dawson/Bloomberg
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And now, for some good news.

The great rotation out of defensive stocks and bonds in favor of growth-sensitive assets that's been inspired by Donald Trump's electoral victory finds support in a bevy of recent data, from China's manufacturing purchasing managers index, to U.S. consumer sentiment, to industrial output in the euro area.