When people think about ways of generating economic growth they usually focus on the results. Will the results be significant? Will the inflation stay under the target level? Will the unemployment levels decrease? Many hours are spent on discussing these issues and comparing costs with gains, and even more hours are spent on writing long research papers.

There is, however, one question that is just as important and that is rarely asked. The question is how the goal (whether it is justified or not) is going to be reached. It's not something that can be forgotten. It's something that makes a huge difference on the entire economy and whose impact is always felt by individual citizens and investors. That's something we have to take into consideration and use this knowledge to position ourselves correctly in the long-term market trends. That's also something that we discuss in this month's Market Overview report.