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Research @ Citi: Daily Summaries Delivered
by Citi
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 they matter and how they impact investors and consumers.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday10 min
Markets Edition: Iran Risk, Fed Risk, Soccer Calm
Why have equity markets pulled back, and is this episode now behind us? In the latest Research @ Citi Markets Edition podcast, Dirk Willer and Adam Pickett consider that question, as well as how investors should approach U.S.-Iran headlines and the upcoming Fed meeting. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.
- 6 days ago14 min
Episode 81: Score! Soccer's Impact on Brands & Consumers
Elise Badoy, Citi's Head of UK, Europe, Middle East and Africa Equity Research, joins Monique Pollard, Head of European Retail, Internet and Brands Research, and Filippo Falorni, who covers U.S. Beverages and Household Products & Personal Care, to discuss how the summer of soccer will impact various sectors in the global economy. What's the consumer reach of the event, what are the opportunities for brands and retailers, and how could online gaming benefit? This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.
- 1 weeks ago11 min
Markets Edition: A Positive Case for U.S. Equities
Scott Chronert, Citi's Head of U.S. Equity Strategy, discusses our views of U.S. equities as we head into the second half of 2026. While there are short-term hurdles to navigate, longer-term opportunities continue to unfold, derived from the ongoing AI expansion that's provided a tailwind for roughly half of the S&P 500. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.
- 1 weeks ago17 min
Episode 80: Korea, Taiwan Tech Hubs Drive AI Future
Erica Poon Werkun, Citi's Head of Research for JANA and Asia South, sits down with Head of Korea Research Peter Lee and Head of Taiwan Research Laura Chen to discuss AI's contributions to those countries' tech chains and stock markets. In their conversation, the three explore whether this growth is sustainable and potential downside risks investors should keep in mind. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.
- 2 weeks ago8 min
Markets Edition: Deal or No Deal - The Market Consequences of a De-Escalation
Alex Saunders, Citi’s Head of Quant Macro Strategy, joins Adam Pickett, Head of Global Macro Strategy, to discuss investment strategies in the event of a de-escalation in Middle East tensions. They consider factors from inflation in different countries to the potential impact on the dollar. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.
- 3 weeks ago8 min
Markets Edition: The Bull-Bear Debate for Global Equities
Beata Manthey, Citi's Head of European Equity Strategy, sits down with Senior Equity Strategist David Groman for a lively debate: the bull vs. bear case for global markets. Why should investors feel good right now? What are the reasons they might want to be cautious? This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.
- 3 weeks ago18 min
Episode 79: What’s Next for the Trillion Dollar Gold Trade?
Elise Badoy, Citi's Head of UK, Europe, Middle East and Africa Equity Research, considers the trillion-dollar gold market with Max Layton, Head of Commodities Strategy. Discussion topics include gold pricing dynamics, geopolitical impacts, the diverging paths of China and India, and scenarios that may lie ahead. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.
- 4 weeks ago9 min
Markets Edition: A Jevons Job Market
Dirk Willer, Citi's Global Head of Macro Strategy, sits down with Adam Pickett, Head of the Global Macro Strategy team, to discusses AI and the anxieties about how it will impact jobs. There are a lot of worries about AI destroying jobs, as well as some hopes that it will create them. But what does the evidence suggest so far? This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.
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