Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Chief Investment Officer
Summary: The FOMC meeting late today is the best opportunity in some time to test whether anything can tame this runaway bull market. Will the latest Fed guidance or hints at policy preferences down the road continue to feed the speculative energy, or is the meeting an excuse for market participants to deleverage, almost no matter the message the market delivers?
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Economic Calendar Highlights (times GMT)
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