Credit Suisse Weekly
Markets to be slow and trend-less ahead of Easter Weekend
- Given the shorter trading week ahead of Good Friday, we expect investors to stay on the sideline with markets to be slow and trend-less.
- Tuesday, March 26 - 2002 at 10:15
Basic stance towards European equities remains a positive one
- We take our optimism from the fact that the earnings revision trend is bottoming and the number of earnings upgrades relative to downgrades is rising.
- Wednesday, March 20 - 2002 at 09:01
Cautiously positive on certain US Technology sub sectors
- Positive mid-quarter updates coming from major US technology companies provided some relief in investor confidence last week.
- Monday, March 11 - 2002 at 14:20
Increase the focus in Europe on the industrials
- Stronger than expected economic data out of the US, Germany and France improved sentiments significantly.
- Thursday, March 07 - 2002 at 12:31
Focus in Europe on a combination of economic sensitivity (cyclicals) and reliable growth (pharma).
- European investors managed to shift their focus away from the accounting and earnings concerns that dominated the market over the past few weeks. The Euro STOXX 50 gained 1.36% for the week.
- Thursday, February 21 - 2002 at 12:48
Maintain a conservative accumulation strategy.
- While our view towards the technology sector is improving gradually, we believe last quarter's rally will not be sustained over the short-term.
- Tuesday, February 05 - 2002 at 09:40
No major disappointments in Europe regarding 4Q01 figures.
- Mr. Greenspan's slightly more optimistic tone during a senate hearing and Nokia's earnings report managed to turn around the cautious sentiment that prevailed earlier in the week.
- Tuesday, January 29 - 2002 at 14:37
Still cautious on US Tech, buy on dips
- A wide U-shaped recovery is the most probable outcome and we advise investors to keep their average technology investments as low as possible and buy on dips. However, there will still be trading opportunities in the market.
- Wednesday, January 23 - 2002 at 09:06
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