Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
FX Trader, Loonieviews.net
Summary: The corporate giants of the tech world are facing US scrutiny now that the EU has levied huge fines. Meanwhile, equities shed early-session New York gains and Trump unleashes a mixed barrage of insults and threats.
Equity outlook: The high cost of global fragmentation for US portfolios