Research @ Citi
Episodes
Episode 15: UK — Charting a Better Path
13 Nov 2024
Contributed by Lukas
The UK economy is broadly perceived to have stagnated, its growth having fallen behind that of many peer nations. Productivity growth in particular ha...
Episode 14: Trump 2.0 and the Markets
08 Nov 2024
Contributed by Lukas
Donald Trump was elected to a second U.S. presidential term this week as the world watched the results unfold into the early hours of Wednesday mornin...
Episode 13: Money and Might — Financing the Future of Defense
23 Oct 2024
Contributed by Lukas
Defense spending is on the rise amid the ongoing conflicts in Ukraine and the Middle East, and the United States is also looking to deter threats and ...
Episode 12: The Evolution of Sustainable Investment
09 Oct 2024
Contributed by Lukas
Despite media reports to the contrary, sustainable investment looks here to stay: an estimated $35 trillion in assets have a sustainable investment ma...
Episode 11: U.S. Consumer — Dining Out or Dining In?
25 Sep 2024
Contributed by Lukas
America’s restaurant industry has endured dramatic change in recent years. Covid forced many restaurants to shut down, and the survivors had to adap...
Episode 10: What’s Next for Oil, Gold and Copper?
11 Sep 2024
Contributed by Lukas
Oil, Gold and Copper — the “Commodity Trinity” — are of particular interest to the financial markets given their importance to the global econ...
Episode 9: AI in Software — A Multiplier or Subtractor?
28 Aug 2024
Contributed by Lukas
As artificial intelligence, or AI, continues to grab headlines, enterprise software companies are looking to prioritize AI-related projects with a vie...
Episode 8: The Digital Transformation of the Global Economy
14 Aug 2024
Contributed by Lukas
The digital transformation amounts to an ongoing shift from an economy that's characterized primarily by flows of physical “stuff” to one that’s...
Episode 7: The Big Picture Across Africa
31 Jul 2024
Contributed by Lukas
Africa’s share of global GDP is in the low single digits, but two factors in particular could prove transformative for its economy: positive populat...
Episode 6: U.S. Consumer — What’s in the Cart?
17 Jul 2024
Contributed by Lukas
After last year’s strong holiday season, U.S. financial markets were concerned that this year’s first-quarter retailer earnings might reveal a lul...
Episode 5: How ETFs Will Earn More of Your Assets
01 Jul 2024
Contributed by Lukas
Exchange-traded funds, or ETFs, built their initial reputation as passive investment vehicles, and in that context they’ve matured —with a tradabl...
Episode 4: Inflation, Jobs, and the Path to U.S. Rate Cuts
20 Jun 2024
Contributed by Lukas
This year kicked off with financial markets expecting multiple rate cuts from the Fed, as a slowing trend in jobs growth and easing inflation expectat...
Episode 3: Is the U.S. Housing Market Broken?
05 Jun 2024
Contributed by Lukas
The current state of the U.S. housing market can be traced back to the Global Financial Crisis (GFC). The ensuing retreat of builders and lenders resu...
Episode 2: Gridlock — The Global Power Problem
22 May 2024
Contributed by Lukas
The power grid is arguably the backbone of modern society. We’re now at a critical convergence of soaring power demand from the digital economy — ...
Year of the Dragon—China’s Place in the World
14 May 2024
Contributed by Lukas
China’s once-staggering economic growth has stalled. It now faces myriad challenges, including persisting property market woes, rising geopolitical ...
Research @ Citi: S1 Trailer
19 Apr 2024
Contributed by Lukas
Join Citi Research as they offer a lens into the financial markets. Listen in as they unpack the most relevant and timely topics, delving into why the...