Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Thursday's Australian labour force data delivered another blow for the RBA with unemployment remaining at 5.2% vs. an estimate of 5.1% for the month of May, well above the level needed to spur wage gains and inflationary pressures.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty