Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In today's episode, Charu Chanana is talking about macro. Søren Otto is the host. They discuss last week's events such as the BoJ meeting, and US PCE. They also look ahead to ta busy week where especially the FOMC meeting and the Japanese yen are in focus.
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