With another strong jobs report under the belt – 211,000 new workers were added in November, the market learned from the government’s unemployment report out this morning – Janet Yellen and the U.S. Federal Reserve are prepared to engage in a historic liftoff. It is against this backdrop that Credit Suisse is out with a gentle suggestion regarding portfolio exposure: Buy Europe, where quantitative magic rules the day, but overall the story for U.S. equities in 2016 might be viewed with cation. Credit Suisse sees price S&P 500 plateau in August and then not much going into the end of…
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- Credit Suisse sees price S&P 500 plateau in August and then not much going into the end of the year
- Fed and ECB going in different directions are creating a relative value dichotomy
- Price to earnings multiple, the "premium paid" factor in many valuation formulas, is set to rise in 2016, but watch out for earnings
- Credit Suisse offers a countryside up outlook as well
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