Credit Suisse: Equity Risk Premium Implies Further Equity Upside Ahead

H2 2018 — that’s when equity research analysts at Credit Suisse believe the correction will arrive. In a research note published at the beginning of this month, Credit Suisse’s equity analysts layout their reasoning behind this prediction, although they’re still bullish on equities for the next eight months based on a look at the equity risk premium today. [klarman] Equity Risk Premium today implies more gains According to the report, equities are still supported by multiple factors including, a supportive macro backdrop, profits growth, liquidity (central banks’ balance sheets should continue to grow until Q4 2018), cash on the sidelines…