Credit Suisse Weekly

US Technology mid-quarter updates cloud the expectations of a recovery.
Chip-maker do not see sufficient demand in the end market. We had expected Intel to meet those conservative consensus forecasts.
Tuesday, June 11 - 2002 at 12:41

Use the current weakness to build up positions in Adecco, Allianz, Arcelor, Aventis, BNP and SAP.
European blue chips closed the week at the lowest levels since October 19, 2001. The Euro STOXX50 lost 1.47% for the week.
Tuesday, June 04 - 2002 at 13:04

Equity markets in Europe remained depressed for another week as economic data fail to convince inves
US consumer confidence for May will be made public on Tuesday. Consensus is expecting 110, higher than the previous month (108.8). As we saw with the previous macroeconomic figures (strong retail sales, higher than expected durable goods orders), US economy is recovering slowly. In spite of good macroeconomic figures, US consumer confidence index should reflect new terrorist warnings.
Wednesday, May 29 - 2002 at 08:51

We added BNP Paribas to our recommendation list with a price target of EUR 65.
In Europe we remain cautious on the telecom and technology stocks in the short term but take a more positive view of on selected cyclicals and financials as earnings reports hint at a turnaround.
Tuesday, May 14 - 2002 at 09:37

We reiterate our overweight position for pharmaceuticals
Without a single day in positive territory the Euro STOXX50 posted its worst weekly performance in nine weeks, losing 4 per cent.
Tuesday, April 30 - 2002 at 09:45

Mixed expectations in the US for the earnings season ahead
Business software makers continue to experience a hard quarter in achieving their numbers as customers are still delaying investments in large IT projects.
Tuesday, April 09 - 2002 at 15:56

Growing confidence over global economic recovery
The broad Euro STOXX 600 posted the first quarterly gain in two years. The index closed the first three months 1.64 per cent higher
Tuesday, April 02 - 2002 at 18:45