Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: Strong US data and new hawkish comments from Fed chair Powell drove US yields sharply higher Wednesday, placing EURUSD in focus on European yields' inability to keep pace.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty