Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's EU and UK inflation, Fed speakers, Japanese inflation and geopolitics. They also look towards a busy week with earnings, macro figures and a potential FX intervention in Asia.
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