Unstoppable Trends: Digital Disruption
Digital disruption explores how digital innovation is revolutionizing companies and industries, shaking up long-establis...
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Unstoppable Trends: Increasing Longevity
Increasing longevity addresses how the aging of the world’s population might impact future growth and consumption patter...
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Unstoppable Trends: The Rise of Asia
The rise of Asia looks at the steady shift in global economic power towards Asia’s emerging economies, driven increasing...
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2019 Mid Year Outlook: Embracing Uncertainty in a Slower Growth Environment
After a strong rebound that saw Global equities gaining 17.4% in the first half of 2019, we are now entering seasonally ...
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2019 Annual Outlook: Volatility & Opportunities in the Late Stage Bull Market
Citi analysts believe the nine-year bull market has not ended as global GDP is projected to grow 3.1% in 2019 and corpor...
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Currencies
USD and Safe Havens (JPY, Gold, CHF) underperform as UK PM Johnson and Irish PM Varadkar "see pathway to a [Brexit] deal"
GBP: A joint statement issued overnight by UK PM Johnson and his Irish counterpart Leo Varadkar firms up odds for a Brexit deal with both saying they can see a pathway to a deal before the end of October.
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Currencies
Risk sentiment extremely fluid overnight due to contradictory headlines on US – China trade talks and Brexit
USD: USDJPY initially trades as high as 107.635 overnight only to reverse and trade back to the 107.10 area while Gold and USD chop throughout the day virtually unchanged with the former trading between USD1500 and 1510 while the USD Index (DXY) trades in a narrow 25 pip range.
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Currencies
A pause in dollar weakness overnight as US – China trade/ Brexit sentiment takes a step back
USD: US - China trade/ Brexit setback sees USD retracing last week’s losses - Reports circulate overnight that China-US talks could be cut short this week by one night.
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Currencies
USD: Rising US political risks/ data weakness/ possible further Fed rate cut/ FX intervention risks/ potential US – China trade deal all weighing
A strong US jobs market but a weak business climate likely to lead to an October Fed cut
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Currencies
Turn in market sentiment with US jobs data tempering bearish fears; US-China trade talks this week
Market sentiment turned as US jobs data helped allay bearish fears following weak US manufacturing data last week.
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US Economy/Politics
US: Recent Weak Data a Cause for Concern?
Unexpectedly weak ISM non-manufacturing and ISM manufacturing data makes a further Federal Reserve cut likely this year. However, despite increased downside risk, Citi’s base case remains for GDP growth to continue around 2% for the remainder of 2019 and into 2020.
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