Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Chief Investment Strategist
Summary: Things aren't always as they appear at first glance. Lyft, the ride-sharing app, has updated its IPO regulatory filing but the detail this contains actually reduces the attractiveness of its upcoming launch.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty