Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Today we talk crude oil and risk appetite as Trump tries to press pause on the Iran-Israel conflict, the metals and grains outlook as wheat has caught a significant bid, the FX lay of the land, Tesla's high-stakes upcoming weekend and much more, including some links to other great content. Today's pod with Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy.
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Today's slide deck.