Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: We got very soft US payrolls and earnings data today that weakened the USD in a knee-jerk reaction. If the move holds into early next week, momentum traders will look to trade weak USD breakouts.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty