Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Note: This is marketing material.
Equities: Strong week for equities on robust earnings and peak trade tensions hope. Apple and Amazon highlight near-term uncertainty
Fixed Income: US treasury yields rebound sharply ahead of US April jobs report today
Currencies: JPY weakness in wake of dovish BoJ extended sharply yesterday. EURUSD sticky around 1.13.
Commodities: Crude rebounds on trade talks hopes. Gold rises ahead of US jobs data
Macro events: Eurozone Flash Apr CPI, US Apr Nonfarm Payrolls Change
0900 – Eurozone Flash Apr. CPI
1230 – US Apr. Nonfarm Payrolls Change
1230 – US Apr. Unemployment Rate
1230 – US Apr. Average Hourly Earnings
1400 – US Mar. Factory Orders
Next week
For all macro, earnings, and dividend events check Saxo’s calendar.
For a global look at markets – go to Inspiration.