Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Today a look at so many assets perched near interesting levels, including the S&P500 Index, several USD pairs, oil and more, and whether the start of the earning season this week sees the market able to continue bulling higher on the perceived support of liquidity, or taking a more cautious stance. Today with Ole Hansen on commodities and John J. Hardy on FX.
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