The tug of war going on in markets, a fairer comparison of ETFs and mutual funds, and mobile apps lead to a small-cap buying frenzy

This translation has been automatically generated and has not been verified for accuracy.Credit Suisse U.S. equity strategist Jonathan Golub is providing investors with helpful perspective for following markets in the coming months with “Blowout Jobs Report,” a note released Monday. He believes equity prices will be the focus of a tug of war between two competing narratives.

Mr. Golub writes, however, that while improving data will “warm investors’ hearts … Over the intermediate term, by contrast, focus will shift to how long it will take to regain pre-crisis business and employment levels.”There are globally prominent strategists, like Michael Wilson at Morgan Stanley and Credit Suisse’s Andrew Garthwaite, who believe that a rapid, sustainable economic recovery is already underway.

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