Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: The USD rally attempt from last week has yet to find new sustenance and fresh dollar longs are at risk of a reversal if follow-through strength is not found. Elsewhere, sterling traders faced whiplash today while the JPY remains in focus this week for potential breakout strength.