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Citi

Citi Wealth Insights

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2020 US Elections’ Implications for Energy Policies

As the US Presidential Election season progresses, energy politics matter given its weight in the US economy. Citi analysts anticipate three possible scenarios following the US election.
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Commodities: Flow-on Effects from Oil Supply Shock

3Q19 has proven broadly negative for industrial commodities, though precious metals have prospered from widespread macro uncertainty. Gold inflows look set to continue in 4Q19.
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Crude Oil Prices Soar on Drone Attack

Global oil prices surge more than 10% at the open of Asia's trading on Monday after a drone strike on a Saudi Arabian oil facility affected about 5% of global supplies. Geopolitical events tend to see exaggerated initial impact in markets. With this, Citi analysts call for investors to see through any near-term market dislocations and remain carefully balanced in their asset allocation.
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Commodities: Bullish Gold Outlook; Oil Enters a New Era

Citi’s Global Investment Committee has increased allocation to gold as a portfolio risk hedge. Meanwhile, the US looks well on its way to becoming a net oil exporter.
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Commodities: 2019 Remains Constructive

Commodity markets have generally gone quiet in 3Q however, Citi analysts see the awakening of the “summer slumber” depending largely on expected continued central bank easing and politics.
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Pockets of Opportunities

Citi analysts believe that oil can outperform other commodities even if trade tensions were to escalate. This is because supply-side factors can be far more influential than demand changes.
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