Your browser does not support JavaScript! Pls enable JavaScript and try again.

Citi Wealth Insights

Bringing Citi global views to you.

Featured

CIO Perspectives

CIO Perspectives - 8 August 2022

In this episode, Head of Investment Strategy APAC Ken Peng guides us on what to look out for amid the doom and gloom headlines, especially surrounding the possibility of a recession in the United States.

Watch Now
1 Aug Thumb

CIO Perspectives - 1 August 2022

Welcome back to CIO Perspectives, 1 Aug 2022. In this episode, Head of Investment Strategy APAC Ken Peng looks at the shift in the macroeconomic narrative from inflation and policy tightening to a growth slowdown and whether a recession is looming...and what this means for our portfolios in 2H 2022.

Watch Now
CIO Audio Commentary

CIO Perspectives - 25 July 2022

In this week's CIO Perspectives, Head of Investment Strategy APAC Ken Peng looks at the mortgage boycotts in China and whether this will derail any potential recovery in the second half of 2022.

Watch Now
CIO Perspectives

CIO Perspectives - 18 July 2022

One of the biggest questions today is whether a recession is already underway. Steven Wieting, Citi’s Chief Investment Strategist and Chief Economist, discusses our view on recession, what we should be looking out for, and what are the potential opportunities in this environment.

Watch Now
Bonds are back

Bond yields are back

In recent years, ultra-low yields of many bonds have left them vulnerable as cash. However, a few months into 2022, the situation now looks different.

Watch Now
CIO Perspectives

CIO Perspectives

CIO Perspectives - 8 August 2022

By Citi Wealth Insights |
In this episode, Head of Investment Strategy APAC Ken Peng guides us on what to look out for amid the doom and gloom headlines, especially surrounding the possibility of a recession in the United States.
Watch Now
G10 FX labels

FX

US July jobs report shifts consensus towards a 75bp Fed hike in September

By Jai Tiwari |
USD: Defying all the signs of deceleration in other US labor market data, July’s non-farm employment jumps by 528k, well above consensus for a 250k rise with private hiring up 471k with 402k in services.
Continue Reading
Digital icons

Wealth Insights | Economy

The “R” Word: What Powell and Markets are Telling Us

By Citi Wealth Insights |
The upheaval in the world economy over the past two years has broken many “rules of thumb.” Whatever the semantics over the term “recession,” investors should be more concerned about the outlook for both labor markets and corporate profits beyond the slowing that has already transpired.
Continue Reading
EUR and USD symbols

FX

US - rising PCE, solid employment costs and personal income highlight inflationary pressures, personal spending beats

By Jai Tiwari |
USD: The US employment cost index (ECI) for Q2 is up 1.33%QoQ, above consensus for a 1.2% increase with details also showing a stronger reading.
Continue Reading
1 Aug Thumb

CIO Perspectives

CIO Perspectives - 1 August 2022

By Citi Wealth Insights |
Welcome back to CIO Perspectives, 1 Aug 2022. In this episode, Head of Investment Strategy APAC Ken Peng looks at the shift in the macroeconomic narrative from inflation and policy tightening to a growth slowdown and whether a recession is looming...and what this means for our portfolios in 2H 2022.
Watch Now
The ocean

Wealth Insights | Europe

Europe in the Eye of the Storm

By Citi Wealth Insights |
CIO believes European markets have priced in an economic slowdown, but not a recession. If there was a further significant reduction to gas flow to Europe, CIO could expect another 10% contraction in European EPS over the next 12 months and further downside to European markets, especially across energy sensitive sectors.
Continue Reading
View More