Credit Suisse Sees ‘Great Reason to Be Pro-Risk’ in This Environment

The video discusses the US-China trade deal, focusing on the potential impacts of tariff pauses or rollbacks. It highlights the importance of resolving trade uncertainties, especially with upcoming elections, as these uncertainties can affect economic momentum in the US. The speaker remains optimistic about equities, citing low yields and supportive Fed policies as reasons to maintain a pro-risk stance despite the economic slump experienced earlier in the year.

What is one potential outcome of the US-China trade deal that could encourage taking on more risk?

• A new trade agreement with Europe

• An increase in tariffs

• A pause in December tariffs

• A complete removal of all tariffs

Why might the US president be particularly interested in resolving the trade tensions with China?

• To improve relations with Europe

• To boost economic momentum before elections

• To increase tariffs further

• To focus on domestic policies

How does the uncertainty of the trade deal impact the US economy?

• It boosts economic growth

• It has no impact

• It dampens economic sentiment

• It leads to higher interest rates

What is the economic outlook for equities over the next three to six months?

• Uncertain due to rising inflation

• Optimistic due to low yields and supportive Fed policies

• Neutral due to stable economic conditions

• Pessimistic due to high interest rates

What role does the Federal Reserve play in the current economic environment?

• It is focusing on reducing inflation

• It is cutting interest rates further

• It is maintaining a supportive stance without further cuts

• It is increasing interest rates