Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Michael McKenna
Head of Editorial Content, Saxo Bank
Summary: In today's Morning Call our experts discuss today's US jobs report, which comes in the wake of a less dovish than expected turn by the FOMC and thus has the potential to spur a move in the dollar if the result comes in wide of forecasts. Saxo FX Head John Hardy is looking at USDJPY as the pair to watch for a USD reaction.