Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In today's podcast, we note that the market is scratching around for catalysts as we await US CPI data tomorrow and wonder whether it will even prove a catalyst. The most interesting news overnight was the surprising plunge in China's imports in April, further challenging the "re-opening" narrative. We also look at gold, stocks to watch today, the challenges for Sweden's financial system, earnings to watch and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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