Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Today we look at what looked like a key reversal day for the near term yesterday - as the US equity market rolled over after attempting to pierce key resistance, and the US dollar rally attempt was likewise crushed. Also, we cover the Nvidia earnings, some key provisions in the "big beautiful bill" that could spell trouble for US markets and the USD and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
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