Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: Sentiment dipped again yesterday after an attempt at a positive start, with US equities closing near the lows of the day and at their lowest level in more than a week. Stimulus talks between House Speaker Pelosi and Treasury Secretary Mnuchin are said to be ongoing after Pelosi declared a negotiation deadline for today.
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Economic Calendar Highlights for today (times GMT)
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