Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
July Rightmove house prices (UK), Industrial Production (EU), FED Chair Jay Powell speaks at the Economic Club of Washington (US)
Balance of Trade (EU), ZEW Survey (EU), Import and Export Price Indices (US), Retail Sales (US), Business Inventories (US)
Consumer Price Index (UK), Producer Price Index (UK), Retail Price Index (UK), Harmonised Index of Consumer Prices (EU), MBA Mortgage Applications (US), Building Permits (US), Housing Starts (US), Capacity Utilisation (US), Industrial Production (US), Crude Oil Inventories (US)
Unemployment Rate (UK), Wage Growth (UK), Claimant Count Rate (UK), ECB Policy Decision (EU), Continuing Claims (US), Initial Jobless Claims (US), Philadelphia Fed Index (US), Existing Home Sales (US)
GFK Consumer Confidence (UK), Public Sector Net Borrowing (UK), Retail Sales (UK), Current Account (EU)