Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
Chief Investment Strategist
Summary: News of a massive spending spree by Alphabet on data centres for its subsidiary Google has left its shares with a bit of a hangover as investors responded by chopping 4% off their price.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity