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Credit Suisse Has Near-Term Concerns For Gold, Remains Positive Long-Term
Friday, August 12, 2016 - 12:38pm | 263A team of analysts at Credit Suisse, led by Andrew Garthwaite, discussed their outlook for gold, noting there is "some near-term tactical concerns" in the commodity. Specifically, the analysts have four main concerns on gold: 1. Gold moves inversely with the real bond yield and...
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Credit Suisse Sees 2150 For The S&P 500
Tuesday, May 31, 2016 - 11:03am | 295Credit Suisse’s Andrew Garthwaite maintains a Neutral rating on equities, while expecting the S&P 500 to touch 2150 by year-end of 2016 and for the Euro Stoxx 50 to reach 3,350. There Are Positives Garthwaite pointed out there have been improvements in several areas, such as the China...
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Credit Suisse Clients Have Never Been More Confused About The Economy, Report Reveals
Friday, October 16, 2015 - 2:45pm | 425Equity research analysts at Credit Suisse stated that so many of their clients "do not know what is happening" in the global economy. The report added that U.S. investors were "clearly cautious," while European and Asian investors were "more constructive." The analysts concluded that their clients...
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How To Play China's 'Triple Bubble'
Wednesday, August 5, 2015 - 4:19pm | 425A recent report by Andrew Garthwaite shed some light on the “triple bubble” that Credit Suisse sees happening in China. Garthwaite also includes a better Asian alternative for investors than Chinese equities. Bubble 1: Credit In the past five years, China has developed the third-...
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Credit Suisse's Top Oil Plays Outside The Energy Sector
Thursday, July 30, 2015 - 5:18pm | 373In a new report, Credit Suisse analyst Andrew Garthwaite takes a fresh look at the oil industry. Despite falling oil prices, the firm sees increasing speculative interest in oil. Although valuations are not as appealing as many may think, Garthwaite sees several possible ways to play the current...
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China 'Triple Bubble' Is Biggest Risk To The World
Thursday, July 16, 2015 - 7:18am | 370In a new report, Credit Suisse analyst Andrew Garthwaite warns global investments of the trouble that Credit Suisse sees brewing in China. According to the report, the world could be witnessing the simultaneous bursting of three of the largest financial bubbles in history, based on the most...
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Credit Suisse Says Bond Market Bears Wake Up, Likes Cyclical Stocks And Financials
Friday, May 15, 2015 - 4:37pm | 384Bonds have entered a bear market and investors should buy cyclical stocks, as well as banks and companies with unfunded pension deficits, an analyst said Friday. A rally in oil prices since March and the return of at least some level of inflation expectations has helped push bond yields higher...
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Credit Suisse Raises European Banks to Overweight, Still Prefers U.S. Banks
Friday, July 26, 2013 - 7:34am | 399Credit Suisse has upgraded European banks to overweight from benchmark this morning as they see clear signs of macro improvement in the Euro area, attractive valuations, falling provisions (which will boost earnings), and possible a surprise from the ECB. They like HSBC (NYSE: HBC) and Deutsche...
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Credit Suisse Boosts S&P 500 Price Target 15% As Bank Sees 'Too Much Pessimism On Tapering'
Wednesday, June 5, 2013 - 10:37am | 1304As the U.S. stock market trades near record highs, Credit Suisse has boosted its year end price target for the S&P 500 as the bank sees overdone pessimism on tapering fears and better earnings revisions. The bank also posted a price target for the end of 2014 that implies about a 15 percent...
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Credit Suisse Likes These Three Sectors
Friday, June 29, 2012 - 1:43pm | 288European leaders have agreed upon a new set of crisis fighting measures, while taking one step closer to a full fiscal union. Analysts at Credit Suisse highlight that the new measures were a surprise. In the medium-term, these events should be market positive. In a report published Friday, Credit...