>do the Credit markets paint bullish picture for Equity markets?

>

BMO seems to think so…

 

Figure 1: S&P Global 1200 and Sovereign Default Risk          

Description: cid:image003.jpg@01CB74E0.40F9A530

Figure 2:  S&P 500 and North American Inv. Grade CDS

Description: cid:image004.jpg@01CB74E0.40F9A530

 

Figure 3: Credit Default Swap Section of Equity Screening By.

 

 

Figure 4:  Bank of America Equity/CDS Overlay

 


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