Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: US equities managed to close last week on a high note after poking on major support levels and the good mood spilled over into the Asian session today. This week, we look at whether sentiment can improve more broadly as we still note signs of stress in credit and especially emerging markets and for the first US presidential debate on Tuesday to see whether it can shake the polls showing a solid Biden edge.
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Economic Calendar Highlights for today (times GMT)
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