Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Commodity Strategy
Summary: Palladium is under renewed pressure as weak auto sales and the US-China trade dispute remove focus from tight supply. Key support at $1,316/oz stands in the way of potential further weakness towards $1,225.
Equity outlook: The high cost of global fragmentation for US portfolios