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 the speaker's perspective on the current economic environment and its effect on equities?

What reasons does the speaker provide for being optimistic about equities despite potential challenges?