Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: Markets finished the day at record highs in the US yesterday, but the mood soured overnight in Asia on reports of further US blacklisting of Chinese firms, on the status of the US stimulus package is suddenly looking shaky, and on Brexit talks suddenly stalled again over the fisheries issue. Bitcoin and precious metals posted strong advances yesterday.
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Economic Calendar Highlights for today (times GMT)
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