While political noise continues to linger in the background, more recently there has been positive news in UK and Europe, which if sustained, could potentially see a significant improvement in the global risk backdrop.Continue Reading
Update on Brexit and its Implications
On 13 November 2018, the EU and the UK announced a draft agreement of the UK’s withdrawal from EU. While this was initially perceived to be positive, there have been significant UK cabinet resignations which may complicate the outlook.Continue Reading
Europe: Scope for a Rebound
Aside from the 1997 and 2007 crisis years, the past month was the worst October for European equities going back 30 years. Citi sees scope for a rebound in the months ahead.Continue Reading
Further Upside Expected for European Equities
Citi is positive on Europe ex-UK equities as trade tensions between Europe and the US subside.Continue Reading
Could Rising Italian Pressures Spillover to Europe?
While recognizing the medium-term challenges in Italy, at this stage Citi analysts do not expect significant sustained contagious impact on European assets more broadly.Continue Reading
Brexit: Deal or No Deal?
A breakthrough in discussions despite mounting fears of a no-deal outcome.Continue Reading