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Citi Wealth Insights

JPY & GBP React to Escalating Political Tensions

JPY & GBP React to Escalating Political Tensions

In Japan, approval rating for the Abe administration looks unlikely to turn around any time soon. Sterling reacts to Brexit volatility as tensions escalate around the topic of the EU Customs Union (CU).
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Fears About a Rollover in Global PMIs Look Overdone

Fears About a Rollover in Global PMIs Look Overdone

Current PMI levels still suggest healthy growth in GDP and EPS. Citi analysts view market pullbacks as opportunities when PMIs remain above 50.
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US Protectionism Accelerates China’s Transformation

US Protectionism Accelerates China’s Transformation

Although the US’s protectionist stance has added to recent market volatility and elevated trade risks, Citi analysts believe that a full-fledged trade war is unlikely because China has already embarked on a policy path to reduce imbalances.
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ECB Delays Policy Shift

ECB Delays Policy Shift

EUR closed the week below 1.23 following headlines the ECB is said “to have had no talks on rate path after QE” and “sees scope to wait for July to signal QE end”.
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GBP

Headwinds for GBP

Challenges ahead of Brexit talks over Britain’s future trading relationship with Europe.
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commodities

Commodity FX Vulnerable Despite Strong Gains

A renewed investor sell-off in commodities could have significant negative consequences for commodities prices, not just across the board, but particularly in oil.
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