2020 Annual Outlook: Thriving Amid Uncertainty
2019 had been the year of uncertainty, driven by trade tensions, recession risks, impeachment escalation, Brexit delays ...
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Political Tensions in Hong Kong
Citibank brings you insights from a recent webinar for clients, where we spoke with Catherine Simmons (Head, Asia Pacifi...
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Opportunities Amid Ongoing US-China Trade Tensions
How will US-China trade tensions continue to play out? And what are some areas that Citi analysts like in Asian equities...
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Unstoppable Trends: Digital Disruption
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Currencies
Markets consolidate overnight but risk sentiment to likely continue to be weighed by Coronavirus and US political developments
Safe Havens (Gold, JPY, CHF) & USD: Markets pause overnight as Xinhua reports (citing a Chinese respiratory scientist) the coronavirus outbreak may reach its peak in 7-10 days.
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Economy/Politics Equities
Viewing the Wuhan Virus in Context
The new coronavirus is likely to prove considerably less deadly overall than the common seasonal flu. Despite this, the precautionary measures taken to fight such outbreaks - such as travel bans and quarantines - have significant short-term negative economic effects.
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Currencies
Solid tactical bid into Safe Havens & USD continues as Coronavirus/ US political risks take center stage
Safe Havens (Gold, JPY, CHF) & USD: It’s a somber start to the week, with Coronavirus and US political headlines combined with holidays in much of Asia making for a negative mix overnight.
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Currencies
ECB statement mildly hawkish over its medium term assessment; Stronger jobs growth and inflation lifts AUD and NZD respectively
EUR: ECB Board meeting statement slightly more upbeat; Key highlights –
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Currencies
A solid UK CBI survey of manufacturing reduces odds of a January BoE rate cut; Euro hampered near term by Italian politics
GBP: Cable trades back up through 1.3100 overnight and EURGBP breaks below 0.8450 as the UK CBI survey of 300 manufacturing firms reports a stellar recovery in UK business optimism at the fastest pace since April 2014.
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Currencies
Revisiting the case for a structural allocation to Safe Havens as uncertainties mount; USD negative political risks underappreciated
Safe Havens (JPY & Gold): JPY is the primary mover overnight, strengthening in the market’s reaction to China virus headlines.
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