Q3 2021 Wealth Management Strategy
Please see the latest issue of Wealth Management Strategy for Q3 2021
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FEATURED
Traveling to the post-COVID world: New portfolios for a new economy
In Mid-Year Outlook 2021, we examine our exit from the pandemic and what lies beyond. We highlight the assets that still...
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2021 Annual Outlook: New Economic Cycle, New Opportunities
The year 2020 has seen its fair share of major events – from the onset of the COVID-19 pandemic to the recent US Preside...
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U.S. Presidential Elections and U.S. / China Relations - Outlook for the Global Economy and Investment Markets
The 2020 US presidential election is scheduled for November 3, 2020 - the 59th quadrennial presidential election. Could ...
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2020 Mid Year Outlook: Investment Opportunities and Challenges in a Post COVID-19 Recovery
The longest bull market in history, which lasted between 2009 and early 2020 was put to an abrupt end by the onset of th...
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Economy/Politics Equities
How to Manage Through a Longer End to the Pandemic
The infectious “Delta variant” is changing the dynamics of the pandemic and the contours of the global recovery. In Citi’s view, to “Reconnect the World” and achieve a full, global economic recovery, the spread of COVID-19 will have to be better controlled. This is unlikely before year end.
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Currencies - Weekly Houseviews and Strategy
CitiFX weekly house views and strategy - July 19, 2021
Weekly FX house views and strategy for the week commencing July 19, 2021
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Currencies - Daily Update
ECB monetary policy meeting preview
EUR: Citi analysts expect no change in key ECB interest rates this Thursday.
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Currencies - Daily Update
Chinese growth peaks but remains on track
CNH: China’s 2Q21 growth peaks while inflation surges — real GDP growth prints slightly lower than expected at 7.9%YoY in 2Q21 but remains well on track while the GDP deflator jumps to 5.3%YoY on rising PPI inflation.
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Currencies - Daily Update
Commodity central banks moving to a hawkish pivot to drive convergence with the Fed
RBNZ ready to commence rate hikes by end of 2021 - RBNZ surprisingly ends its asset purchases (LSAP), by 23 July 2021, one year ahead of schedule on concerns about the risk of inflation overshooting from the 1%-3% target range.
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Currencies - Daily Update
RBNZ meeting preview – will Board push back against expectations for liftoff by Q4’21
NZD: Financial markets and consensus is now shifting to pricing the first RBNZ rate hike in November this year.
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