Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In today's equity-focused episode, Peter Garnry is back in the studio with Søren Otto. They discuss the last week's equity performance around the globe before diving into the Nvidia, which is a company that has had a tough week, which can point to greater issues in equity markets. They also talk about the yesterday's CPI inflation number and Oracle earnings.
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