Research @ Citi

Adam Pickett and Giammarco Miani offer a high-level macro overview for investors, with discussion topics ranging from risk and the Fed's path to what's ahead for Japan and FX strategies.

This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided fo...

Kyna Wong and Pierre Lau join Erica Poon Werkun to discuss the shift to 800VDC power architecture in AI data centers. This seemingly arcane technological change will have profound impacts on a number of AI-related sectors, and investment implications across Asia.

This podcast contains thematic content and is not intended to be investment research. Nor does it constitute fina...

An old investing adage is to just own the S&P 500. But you have to know what you're buying — and as Scott Chronert and Patrick Galvin discuss, the S&P 500 has seen a major evolution over the last 30 years. So how has it changed, and what do these changes mean for broader exposure to U.S. equities and the AI theme?

This podcast contains thematic content and is not int...

Adam Pickett and Alex Saunders discuss what investors ought to consider in assessing markets. As the two explore in their conversation, we've moved from an era of low-risk, high-conviction trades — the penalty kicks — to one that's being shaped by ongoing macro risks.

This podcast contains thematic content and is not intended to be investment research. Nor does it constitute...

Rob Rowe and Veronica Clark discuss the Fed under Kevin Warsh, including the future of forward guidance and dot plots, and why we continue to expect rate cuts and not hikes.

This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for informatio...