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Analyst Actions: Credit Suisse Canadian Equity Strategy

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Credit Suisse says from a Canadian Equity Strategy view, it considers a potential move in interest rates, the economic recovery, and the balancing act between cyclical stocks versus dividend yield. "Thus far, a repeat of the rates sell-off a year ago has been avoided, but conditions may be building for a reversal of rates," it adds.

Recently, both its Global Fixed Income and Equity Strategy teams commented on interest rates and market inconsistencies. Its Global Equity Strategy team, in part, believes "bond yields should rise and cyclicals outperform." The view was echoed by the Global Fixed Income Strategy team with "[r]ising momentum will be good for risk appetite as long as the move in yields is contained. The equity and credit markets can likely easily handle the US 10-year yield returning to 3%."

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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