• A reaccelerating global growth has economists having to consider much higher long-term interest rates
• Meanwhile, economists have revised up third-quarter growth forecasts on strong end-consumer demand
• Historical precedents suggest a 5% US 10-year government bond yield is possible
• Japan delivers a huge upward surprise on GDP growth
• Prospects of higher long-term interest rates weigh on equity markets, but upward revisions to corporate profit forecasts could help equities hold ground

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