A nice little summary from Credit Suisse. Sentiment is not everything. For me, the most important indicator is that credit spreads lead the bounce.
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We still have a cautious view of equities. We have the following concerns:
A nice little summary from Credit Suisse. Sentiment is not everything. For me, the most important indicator is that credit spreads lead the bounce.
—
We still have a cautious view of equities. We have the following concerns:
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