Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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US and China are slipping into an economic war.
Saxo Market Call
Summary: After Trump's 90-day delay, ex-China, on reciprocal tariffs, we have a short window of time to find out how the global geopolitical order will shape up from here as US trading partners scramble to make deals with the US on trade. Will they be willing to sign on to the US' anti-China policy as we now have what amounts to a US-China economic war until or unless we suddenly see a move to the negotiating table? On today's pod are Jacob Falkencrone on equities, Ole Hansen on commodities, and John J. Hardy on macro and hosting.
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