Home » Equities, Credit Suisse: Europe overweight, Milan and Madrid stock exchanges the best with Next Generation and bond interest rates

Equities, Credit Suisse: Europe overweight, Milan and Madrid stock exchanges the best with Next Generation and bond interest rates

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“We remain overweight on Italy and Spain”. This is what emerges from the report on the global equity strategy “Global Equity Strategy” prepared by analysts at Credit Suisse. Analysts assign an overweight rating to Europe with a zoom on Italy and Spain as best performers because: 1) Their economies are weaker than pre-Covid pandemic levels, which means their growth potential is greater, at a time when tourism is on the upswing; 2) are the main winners of the Recovery Fund, or the Next Generation EU; 3) They tend to benefit more when bond yields rise; 4) Italy has not yet recently priced the decline in the BTP-Bund spread and the spread itself has not widened, at a time when Bund yields are rising “

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