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Citi Wealth Insights

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China - What to Expect from the Mid-Year Politburo Meeting?

The Politburo will meet to wrap up economic work in H1 and set the policy tone for H2 at the end of July. Markets would be eagerly looking for indication about possible policy change from the meeting.
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Japan-South Korean tensions exacerbates global trade conflicts

Japan-South Korean Tensions Exacerbates Global Trade Conflicts

Japan imposed restrictions on exports of three raw materials crucial to South Korea’s semiconductor and display producers. For the first five months of 2019, South Korea sourced 92% of photoresists, 94% of fluorinated polyimide and 46% of hydrogen fluoride from Japan. This makes it difficult to find alternatives, at least in the near term.
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Global Monetary Easing Cycle Starts Taking Shape

Central banks have been challenged to respond to the underwhelming data and rising trade tensions that have started to impose a drag on the global economy and weigh on investment and trade flows.
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Risks Remain Elevated

Political and policy uncertainty affecting trade, sanctions and regulation is generating increased levels of investor concern, with impact on the global economy and financial markets.
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Divergence in Global Growth

Global growth projections have stabilized at about the long-term average of 3%. However, this projection masks divergence between countries (slowing Developed Markets and recovering Emerging Markets).
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Yield Curve Inversion - How May the Fed Respond?

Yield Curve Inversion - How May the Fed Respond?

A key slice of the Treasuries yield curve became the most inverted since 2007. Additionally, long-term yields on government bonds around the world are hitting some of their lowest levels in recent years.
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