Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: China, the United States, Brazil
Saxo Bank head of APAC macro strategy Kay Van-Petersen looks at what's in store for us in the week ahead as the focus turns to China's RRR cut, the US mid-terms and that surprising election in Brazil.
To download your copy of Van-Petersen's latest Macro Monday update, click here.