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Research @ Citi Research @ Citi Citi Business As Usual | City AM Business As Usual | City AM City AM Ctrl Alt Disrupt from DTP Group Ctrl Alt Disrupt from DTP Group DTP Group The Future Coach: How to Succeed As A Life Coach Today, Tomorrow & Beyond The Future Coach: How to Succeed As A Life Coach Today, Tomorrow & Beyond Kara Loewentheil Money Penny Money Penny Hospodářské noviny Money-How Money-How Marja Milic 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet QAV Investing Podcast (Free Edition) QAV Investing Podcast (Free Edition) Tony Kynaston & Cameron Reilly The Difference Engine | B2B Category Design | Private Equity | Venture Capital The Difference Engine | B2B Category Design | Private Equity | Venture Capital Categorical WW – William Waack WW – William Waack CNN Brasil Les Classiques de l'économie Les Classiques de l'économie Radio Classique Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) L’Edito de Raphael Legendre L’Edito de Raphael Legendre BFM Business La Primera de Expansión La Primera de Expansión Expansión Wake Up to Money Wake Up to Money BBC Radio 5 Live Black Box - La scatola nera della finanza Black Box - La scatola nera della finanza Guido Brera e Gian Luca Comandini - Chora Media Ladies Who Launch Ladies Who Launch Rochelle Humes Face à Lechypre Face à Lechypre BFM Business L'édito éco L'édito éco Europe 1 L'angle éco de François Lenglet L'angle éco de François Lenglet RTL Datasets Datasets Visionary Starter Story Starter Story Starter Story How Money Works How Money Works How Money Works L'édito éco L'édito éco France Inter RTL - Econews RTL - Econews RTL Radio Lëtzebuerg Motoring Podcast - News Show Motoring Podcast - News Show Motoring Podcast The Agents of Change Digital Marketing Podcast The Agents of Change Digital Marketing Podcast Rich Brooks | Interviews with Marketing Experts | SEO | Social Media Market YIELD Today With Dallin Candland YIELD Today With Dallin Candland Dallin The $100 MBA Show The $100 MBA Show Omar Zenhom Creating a Family: Talk about Adoption, Foster & Kinship Care Creating a Family: Talk about Adoption, Foster & Kinship Care Creating a Family WBSRocks: Scaling Growth with AI, Enterprise Software, and Digital Transformation WBSRocks: Scaling Growth with AI, Enterprise Software, and Digital Transformation Sam Gupta Your Worthy Career Your Worthy Career Melissa Lawrence The Official BNI Podcast The Official BNI Podcast Dr. Ivan Misner Costa Rica Investments, Real Estate & Relocation Costa Rica Investments, Real Estate & Relocation Richard Bexon Cherry Bekaert: Not-for-Profit Industry Guidance Cherry Bekaert: Not-for-Profit Industry Guidance Cherry Bekaert 股怪教授 謝晨彥 股怪教授 謝晨彥 股怪教授 謝晨彥 Market Updates Market Updates Marcus Today
Research @ Citi

Business

Research @ Citi

Citi

Markets Edition: Hawks vs. Bulls — Into the Knockout Stages?

June 30, 2026 12:32pm 6 min

Alex Saunders and Alice Zheng see the combination of a potentially hawkish Fed and declining oil prices as offering relative value opportunities in rates and in trading the USD, while not yet posing concerns about equity...

Episode 82: Watts The Problem?

June 30, 2026 8:02am 18 min

Rob Rowe and Tony Yuen discuss the challenges with improving power grids, from accommodating soaring demand and incorporating new technologies to navigating labor issues and overcoming regulatory hurdles. How are differe...

Markets Edition: “King of the North”— Market Implications of Andy Burnham

June 23, 2026 12:48pm 9 min

Beata Manthey and May Rostom discuss the reshaped UK political landscape now that Keir Starmer has resigned as prime minister and Andy Burnham is the clear front-runner to lead the country. The implications are far-reach...

Markets Edition: Iran Risk, Fed Risk, Soccer Calm

June 16, 2026 12:39pm 10 min

Why have equity markets pulled back, and is this episode now behind us? In the latest Research @ Citi Markets Edition podcast, Dirk Willer and Adam Pickett consider that question, as well as how investors should approach...

Episode 81: Score! Soccer's Impact on Brands & Consumers

June 11, 2026 7:57am 14 min

Elise Badoy, Citi's Head of UK, Europe, Middle East and Africa Equity Research, joins Monique Pollard, Head of European Retail, Internet and Brands Research, and Filippo Falorni, who covers U.S. Beverages and Household P...

Markets Edition: A Positive Case for U.S. Equities

June 09, 2026 12:57pm 11 min

Scott Chronert, Citi's Head of U.S. Equity Strategy, discusses our views of U.S. equities as we head into the second half of 2026. While there are short-term hurdles to navigate, longer-term opportunities continue to unf...

Episode 80: Korea, Taiwan Tech Hubs Drive AI Future

June 04, 2026 11:43am 17 min

Erica Poon Werkun, Citi's Head of Research for JANA and Asia South, sits down with Head of Korea Research Peter Lee and Head of Taiwan Research Laura Chen to discuss AI's contributions to those countries' tech chains and...

Markets Edition: Deal or No Deal - The Market Consequences of a De-Escalation

June 02, 2026 1:20pm 8 min

Alex Saunders, Citi’s Head of Quant Macro Strategy, joins Adam Pickett, Head of Global Macro Strategy, to discuss investment strategies in the event of a de-escalation in Middle East tensions. They consider factors from ...

Markets Edition: The Bull-Bear Debate for Global Equities

May 27, 2026 11:43am 8 min

Beata Manthey, Citi's Head of European Equity Strategy, sits down with Senior Equity Strategist David Groman for a lively debate: the bull vs. bear case for global markets. Why should investors feel good right now? What ...

Episode 79: What’s Next for the Trillion Dollar Gold Trade?

May 21, 2026 10:48am 18 min

Elise Badoy, Citi's Head of UK, Europe, Middle East and Africa Equity Research, considers the trillion-dollar gold market with Max Layton, Head of Commodities Strategy. Discussion topics include gold pricing dynamics, ge...

Markets Edition: A Jevons Job Market

May 19, 2026 8:19am 9 min

Dirk Willer, Citi's Global Head of Macro Strategy, sits down with Adam Pickett, Head of the Global Macro Strategy team, to discusses AI and the anxieties about how it will impact jobs. There are a lot of worries about AI...

Episode 78: Global Supply Chains' Shocks & Shifts

May 14, 2026 1:27pm 22 min

Elise Badoy, Citi’s Head of UK, Europe, Middle East and Africa Research, joins Transportation analysts Kaseedit Choonnawat and Ariel Rosa to discuss how the world’s supply chains are evolving in response to geopolitics, ...

Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs

May 12, 2026 1:29pm 11 min

Scott Chronert, Citi's Head of U.S. Equity Strategy, welcomes U.S. Autos analyst Michael Ward to discuss trends in autos, from the impacts of oil prices and interest rates to the imminent demographic tailwind as Millenni...

Episode 77: FinTech Frontiers, Digital Dollars & Disruption

May 08, 2026 3:33pm 24 min

Rob Rowe, Global Head of Research, explores FinTech frontiers with Peter Christiansen, Citi's U.S. FinTech and Digital Assets analyst, and Alex Saunders, Citi’s' Decentralized Finance analyst and Global Macro Quant head....

Episode 76: Private Credit – What Goes Up, Must Come Down

April 30, 2026 10:56am 18 min

Rob Rowe, Citi's Global Head of Research, sits down with Michael Anderson, Head of Global Credit Strategy, to discuss the state of private credit, which is beset by concerns ranging from potential defaults and geopolitic...

Episode 75: The Ripple Effect of AI on the Global Job Market

April 30, 2026 9:00am 18 min

Rob Rowe, U.S. Regional Director of Research, sits down with Global Chief Economist Nathan Sheets to discuss AI and how it will impact productivity and labor markets. As they note, economic transformations driven by new ...

Markets Edition: Geopolitics in the Driver’s Seat

April 28, 2026 1:59pm 8 min

Beata Manthey, Head of European Equity Strategy, sits down with Senior Equity Strategist David Groman to discuss the tension between geopolitical uncertainties and an impressive recovery for risk sentiment that's sent eq...

Markets Edition: Iran, Petro$ & IMF

April 21, 2026 12:17pm 10 min

Dirk Willer, Citi's Global Head of Macro, sits down with London macro head Adam Pickett to discuss markets' varied reactions to the Middle East conflict. With the geopolitical situation still uncertain, asset classes are...

Episode 74: China’s AI-Driven New Economy

April 16, 2026 8:14am 18 min

Erica Poon Werkun, Citi's Head of Research for JANA and Asia South, sits down with Chief China Economist Xiangrong Yu and Head of Pan-Asia Internet Research Alicia Yap to discuss AI development in China and the country's...

Markets Edition: Active ETFs Move to Center Stage

April 14, 2026 3:06pm 10 min

Scott Chronert, head of U.S. Equity Strategy, sits down with Drew Pettit to discuss the ETF universe and an ongoing shift from traditional passive products to more active ones. This expansion is giving investors more way...

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