Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Today we look at the shock news this morning that US President Trump and his wife have tested positive for Covid-19 and sift through the market reaction, as well as the huge drop before that shock news in copper prices in particular and the tactical challenge that provides for the reflationary narrative. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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