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 are the two discrete stories mentioned regarding the equity markets?

What factors are contributing to the positive sentiment towards U.S. markets?

How has the European growth story been perceived by equity markets over the last year?

What indicators are suggested to anticipate a rotation into European markets?

What is the expected timeline for interest rate hikes in the eurozone according to Credit Suisse?