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Credit Suisse: 6 Reasons to be Bullish

In the face of increasing uncertainty and economic weakness we can always count on one of the big banks to find the bullish case (via Business Insider):

“We are positive on equities as:

1) economic lead indicators, although beginning to soften, are consistent with reasonable GDP growth forecasts;

2) dovish central banks and synchronized QE are the end game;

3) rising global excess liquidity is consistent with a c10% re-rating;

4) valuations relative to bonds are still attractive;

5) equities remain the hedge if, as we expect, long-term inflation expectations rise;

6) positioning is still cautious.”

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