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Seth Golden posted an update 5 years ago
Credit Suisse:
Reasons to be bullish: we are in the “yield-curve inversion sweet spot” for equities right now
The US yield curve inverted (2 year/10 year) on August 14th1. 75% of the time the market is able to rise in the following 6 months
2. average rise in 6m is 8%.
3. If ever the US yield curve did not work as a recession pre-cursor it is now, given that this is the first time the curve has inverted into a falling Fed Funds rate.