Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
FX Trader, Loonieviews.net
Summary: Wall Street is wary, but a shift toward stronger sentiment has allowed some further recovery post- the opening bell. The shifting tides are due to a shaky Sino-US circumstance post-the Huawei arrest, as well as uncertainty ahead of upcoming central bank meetings.