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Citi Wealth Insights

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China’s PBoC comments on property sector risks as “manageable” and rules out Q4 RRR cut

CNH: PBoC sees contagion risks surrounding Chinese property developers as “manageable”.
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20211018techboom

This Is Not the 1990s Tech Boom

There are important differences between the late 1990s tech boom and where we are now.
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CitiFX weekly house views and strategy - Oct 18, 2021

Latest weekly update of the CitiFX house views and strategy
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Is the Yen approaching the limits of its weakness?

JPY: USDJPY closes last week well above 114.00 while Citi analysts note that cost-push inflationary pressures are building in commodity-importer Japan following the rapid increases in energy prices.
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Singapore’s MAS resumes tightening of financial conditions early

SGD: In its meeting yesterday, Singapore’s MAS steepens the SGD NEER (nominal effective exchange rate) slope “slightly” as 3Q21 GDP edges up sequentially to 0.8% QoQ SA, 6.5% YoY (2Q: -1.4% QoQ SA, 15.2% YoY).
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FOMC Minutes - confirming taper on track, upside risks to inflation

USD: Minutes from the September 21-22 FOMC meeting released overnight, confirm that taper is likely to be announced November 3 and proceed at a pace of $10bln/month Treasuries and $5bln/month MBS. Officials discuss starting to taper in mid-November or mid-December, and Citi analysts expect the November start date is slightly more likely. Fed officials see risks to inflation as balanced to the upside but continue to see most elements of inflation as “transitory.”
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