d******l
发帖数: 1952 | 1 No recession until late 2020, so keep buying stocks, Credit Suisse says
A U.S. recession won't happen until the third quarter of 2020, and in the
meantime stocks are a good bet, says Credit Suisse analyst Andrew Garthwaite.
High volatility is also here to stay, meaning credit is riskier than equity,
Garthwaite says.
He suggested staying underweight cyclicals such as consumer discretionary,
materials and industrials, calling the group "expensive" and "over-owned."
"At this stage of yield curve flattening, normally software and energy are
the best performing sectors, while consumer staples and utilities perform
the worst," he says. | G*******h
发帖数: 4091 | | r***e
发帖数: 127 | 3 靠，刚刚满仓了XLP
Garthwaite.
equity,
【在 d******l 的大作中提到】
: No recession until late 2020, so keep buying stocks, Credit Suisse says
: A U.S. recession won't happen until the third quarter of 2020, and in the
: meantime stocks are a good bet, says Credit Suisse analyst Andrew Garthwaite.
: High volatility is also here to stay, meaning credit is riskier than equity,
: Garthwaite says.
: He suggested staying underweight cyclicals such as consumer discretionary,
: materials and industrials, calling the group "expensive" and "over-owned."
: "At this stage of yield curve flattening, normally software and energy are
: the best performing sectors, while consumer staples and utilities perform
: the worst," he says.
| s*****e
发帖数: 854 | | d******k
发帖数: 76 | 5 跟尼玛08年recession前一个调调，他妈的的真邪恶 | r***e
发帖数: 127 | 6 “consumer staples and utilities perform the worst”lol
Garthwaite.
equity,
【在 d******l 的大作中提到】
: No recession until late 2020, so keep buying stocks, Credit Suisse says
: A U.S. recession won't happen until the third quarter of 2020, and in the
: meantime stocks are a good bet, says Credit Suisse analyst Andrew Garthwaite.
: High volatility is also here to stay, meaning credit is riskier than equity,
: Garthwaite says.
: He suggested staying underweight cyclicals such as consumer discretionary,
: materials and industrials, calling the group "expensive" and "over-owned."
: "At this stage of yield curve flattening, normally software and energy are
: the best performing sectors, while consumer staples and utilities perform
: the worst," he says.
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