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 14th

1. 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.