Skip to main content
Citi

Citi Wealth Insights

-

ECB stimulus measures likely put a firmer floor in the euro but a sustained rally remains unlikely

EUR: Key ECB stimulus measures announced overnight –
Continue Reading
-

More positives on US – China trade further firms up risk sentiment; US core PPI rebounds with underlying inflation close to target

Safe Havens (JPY, Gold): More positives on US – China trade further firms up risk sentiment -
Continue Reading
-

Safe havens (JPY, CHF, Gold) & USD: Tactically bearish as positive risk momentum builds; EUR firms ahead of Thursday’s ECB meeting

Safe Havens (JPY, Gold): More positive headlines on US – China trade = more positive risk sentiment – South China Morning Post headlines revisit weekend news of China looking to make additional agricultural purchases.
Continue Reading
-

Tactically bearish safe havens and USD as new momentum builds for US – China talks; Germany fiscal chatter remerges

Trade headlines more positive as US Treasury Secretary Mnuchin discusses China and trade deal with Japan.
Continue Reading
China Signals More Stimulus Ahead

China Signals More Stimulus Ahead

Policy measures and resumption in trade talks raise odds that 2H growth may be better than expected. Bond benchmark inclusions could also help support the currency and bond markets.
Continue Reading
Hong Kong: Have we Passed the Peak in Political Tensions?

Hong Kong: Have we Passed the Peak in Political Tensions?

Hong Kong equities surged 3.9% on 4th Sept 2019, on the back of Hong Kong leadership’s decision to scrap the controversial extradition bill in an effort to calm protests. Whilst there may still be pockets of unrest, Citi analysts believe that protests may recede.
Continue Reading