Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Global Head of Macro Strategy
Summary: Another weak session on Wall Street saw the S&P 500 close at the lowest level since October 2017. Will the Federal Reserve prove willing to pull a dove or two out of its hat, or is Powell determined to hit neutral?
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty