?While we do not expect growth to reach the pace of the initial post-recession phase, easy monetary conditions are working across global financial markets, and it is simply a matter of time before that provides a lift to real activity,? said Larry Kantor, Head of Research at Barclays Capital. ?Emerging markets should continue to outperform developed markets, and we see the massive underperformance of equities relative to credit nearing an end.? Thats pretty much how I see it. So I was pleased to see these comments today.