Credit Suisse Says Be Cautious In Over Stimulated World

With another strong jobs report under the belt – 211,000 new workers were added in November, the market learned from the government's unemployment report out this morning – Janet Yellen and the U.S. Federal Reserve are prepared to engage in a historic liftoff. It is against this backdrop that Credit Suisse is out with a gentle suggestion regarding portfolio exposure: Buy Europe, where quantitative magic rules the day, but overall the story for U.S. equities in 2016 might be viewed with cation.

Credit Suisse sees price S&P 500 plateau in August and then not much going into the end of the year

Summing up a variety...