Credit Suisse Is 'Overweight' Equities, Woods Says

The video discusses the contrasting performances of the US and China markets, highlighting the US's strong earnings-driven growth and China's underperformance. It explores the impact of trade disputes, noting that they have not negatively affected US market sentiment but have impacted China. The potential for market rotation into Europe is considered, given Europe's underappreciated growth story. The video also examines European interest rate expectations, with Credit Suisse anticipating two rate hikes in the eurozone next year.

What is the main reason for the positive outlook on U.S. equities despite potential risks?

• Length of the bull market

• Strong earnings story

• Federal Reserve's interest rate cuts

• Trade dispute resolution

Which region is expected to see a market rotation from the U.S.?

• South America

• Asia

• Africa

• Europe

What is the anticipated growth rate for Europe this year?

• 4%

• 3%

• 2%

• 1%

When is the market expecting the first interest rate hike in Europe?

• September

• June

• July

• December

How many interest rate hikes does Credit Suisse anticipate in the eurozone next year?

• Four

• One

• Two

• Three