Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Commodity Strategy
Summary: Diverging northern hemisphere weather patterns are playing on natural gas prices on both sides of the Atlantic divide.
The EIA will publish its weekly stock report at 15:30 GMT today. Analysts expect a larger-than-normal inventory draw of 174 bcf, well above the five-year average of 104 bcf.