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 weakness in the wake of the FOMC meeting fizzled a bit into today’s trading and the US jobs report hasn’t done much to clarify the situation as we await the daily and weekly close levels and look forward to a busy week for AUD on Tuesday’s RBA meeting.