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
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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Currencies
USD better bid for much of this week but for how long?
USD: This week sees the broad based USD Index (DXY) once again trying to reach for the top, having broken through the 100 level overnight.
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Currencies
Central bank developments – More announcements from the Fed to expand its balance sheets but a key measure to add USD liquidity delayed
USD: Fed announces it will exclude holdings of Treasuries and reserves from supplementary leverage ratio (SLR) for bank holding companies (BHC).
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Currencies
Volatility Aplenty in G10 Currencies
As COVID-19 cases increase globally, G10 FX volatility has increased and may remain elevated until new cases begin to plateau.
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Commodities
Oil Markets Poised to Get Worse Before Improving
The global oil industry may be reshaped from this year’s pressures. Citi analysts expect Brent and WTI prices to average US$17/bbl in 2Q and US$25-$30/bbl in 3Q and 4Q.
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Bonds
Fixed Income Markets – Quality Matters
Citi analysts believe there are benefits in keeping portfolio exposure to strong sovereign bond markets such as US Treasuries, while avoiding many others.
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Economy/Politics Asset Allocation Coronavirus COVID-19
Growth Likely to Deteriorate Before Bottoming
Citi analysts have further revised down GDP projections for 2020. Global GDP is now seen contracting by 1.6% YoY (-2.9pp). Advanced Economies are projected to contract by 3.6% YoY (-3.8pp) and Emerging Markets, while positive, have also been revised down to 1.1% YoY (-1.9pp) in 2020.
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