Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
Senior Investment Editor
Summary: Global supply chains are challenged and while it is frustrating not being able to get the iPad or car you want, the development forces the logistics sector to reinvent itself, which presents interesting opportunities for investors.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity