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Markets Edition: How to Navigate 2026 Where Is Consensus for 2026 and What to Do About It?
Early January is when investors put their money to work in line with their views for the year. A large part of that money goes into consensus trades,…
14 hours ago
Episode 61: Bullish with a Seatbelt — Risk Assets and Investment Themes for 2026
Rob Rowe, U.S. Regional Director of Research, sits down with Head of Research Lucy Baldwin to discuss investment themes for 2026. We see a reasonably…
6 days, 14 hours ago
Episode 60: What’s Next for Quantum Computing with Noelle Ibrahim from IBM
Rob Rowe, Citi's U.S. Regional Director of Research, sits down with IBM's Noelle Ibrahim to discuss the current state of quantum computing, IBM's roa…
1 week, 5 days ago
Episode 59: The U.S. Economy's Future: Soft Landing... or Hard Reality?
Scott Chronert, Citi’s Chief U.S. Equity Strategist, sits down with Global Chief Economist Nathan Sheets to discuss the 2026 economic outlook. Topics…
3 weeks, 6 days ago
Markets Edition: European Outlook for 2026: When Cyclical Pickup Meets Fiscal Tailwinds
Elise Badoy, Head of Equity Research for Europe, UK, the Middle East and Africa, sits down with Beata Manthey, Head of European Equity Strategy, to d…
3 weeks, 6 days ago
Episode 58: Airline Volatility - Smooth Skies or Turbulence
Anne Malone, North America Head of Equity Research at Citi, sits down with John Godyn, Citi's Head of Aerospace, Defense and Airlines, to discuss the…
1 month ago
Markets Edition: How to Navigate 2026
Dirk Willer, Citi's Global Head of Macro, sits down with London Macro Head Adam Pickett to discuss asset allocation in 2026. The two explore why the …
1 month ago
Episode 57: Decoding Gold's Surge, Crude Outlook & 2026 Commodity Power Plays
Head of Research Lucy Baldwin sits down with Max Layton, Global Head of Commodities Research, to discuss a remarkable 2025 for commodities as well as…
1 month, 1 week ago
Markets Edition: The Model Moment
Scott Chronert, Head of U.S. Equity Strategy, sits down with Tushar Yadava, Head of Markets at BlackRock Model Portfolios, to discuss the substantial…
1 month, 1 week ago
Special Markets Edition: Boom or Bubble? The AI Debate
Dirk Willer, Global Head of Macro Strategy and Asset Allocation, and Scott Chronert, U.S. Head Equity Strategy, sit down with Heath Terry, Global Hea…
1 month, 3 weeks ago