Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Today, a look at surging Chinese equities ahead of their week long holiday to mark the Chinese New Year, a look at the "everything up and USD" down trade that has re-engaged fully this week, especially in copper and platinum, the next earnings reports of interest and interesting event risks later in the US with a CPI release on tap, together with a 10-year treasury auction and Fed Chair Powell out speaking. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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