Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary:
Today, can't help but turn more bearish on equities as the US trade policy issue finally adds some more bite and as the broader concern on the trajectory of the US economy may be picking up here. The US dollar is certainly headed south versus the euro again, and USDJPY is making a show of selling off - can the move stick this time? Thoughts on the Fed possibly cutting earlier than expected, Oracle blowout earnings and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Note: This is marketing material.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app: