Research @ Citi

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.

  1. -1 J

    Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer

    Anne Malone, Citi’s North America Head of Equity Research, sits down with Filippo Falorni, U.S. Beverages, Household Products & Personal Care analyst, to discuss the impact GLP-1 drugs have had on the consumer sector and the potential ramifications of their availability in pill form. Their discussion ranges from changes to consumer behavior that we’ve already seen to what a much larger user base could mean for everyone from packaged-food firms to apparel companies. 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.

    18 min

  2. -3 J

    Markets Edition: Geopolitics on Edge – What Middle East Risks mean for Oil and Markets

    What could the escalating conflict in Iran and the Middle East mean for oil, commodities and global equity allocation? Amid fast-moving developments, Elise Badoy, Head of UK, Europe, Middle East and Africa Research, discusses the conflict’s implications and scenarios with Beata Manthey, Head of European Equity Strategy, and Max Layton, Global Head of Commodities Research. 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.

    13 min

  3. 27 FÉVR.

    Episode 67: Megawatts & Megatrends – Nuclear’s Second Act

    Robert Rowe, U.S. Regional Director of Research, sits down with Vikram Bagi, who oversees U.S. Alternative & Renewable Energy, to discuss the state of nuclear power. Topics include technological advances in nuclear power, U.S. public-policy efforts to speed adoption, and how the U.S. is faring in competing with China. 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.

    20 min

  4. 25 FÉVR.

    Markets Edition: The Revenge of Risk Parity

    Dirk Willer, Citi's Global Head of Macro Strategy and Asset Allocation, sits down with Alex Saunders, Head of Global Quant Macro Strategy, to survey the macro-strategy landscape. They think risks on the equity side have risen but stay the course, albeit with bonds as a hedge. 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.

    9 min

  5. 20 FÉVR.

    Episode 66: Japan General Election and Macro Implications

    Erica Poon Werkun, Head of Research for JANA and Asia South at Citi, discusses Prime Minister Takaichi's "Sanaenomics" agenda and its macro implications with Ryota Sakagami, Japan Equity Strategist, and Tomohisa Fujiki, Japan G10 Rate Strategist. Topics covered include the outlook for Japanese equities, growth strategies and fiscal risks, and the monetary-policy path. 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.

    14 min

  6. 19 FÉVR.

    Markets Edition: What About the Consumer?

    Scott Chronert, Head of U.S. Equity Strategy, sits down with Paul Lejuez, who covers U.S. Department Stores & Specialty Softlines, Broadlines and Food Retailing, to talk about the state of the U.S. consumer. Discussion topics include how to define "the consumer," the question of tariffs, and how AI could reshape retail. 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 City 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...Copyright @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.

    12 min

  7. 12 FÉVR.

    Episode 65: You Can’t Spell Industrials Without “AI”

    Anne Malone, North America Head of Research, sits down with Andrew Kaplowitz, Head of U.S. Industrials Research, to discuss themes shaping Industrials in 2026. The lead theme is AI, with capex growth permeating everything in the sector. But topics from the broadening thesis to M&A and U.S. federal policy are also attracting investor attention. 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. Copyright 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.

    23 min

  8. 10 FÉVR.

    Markets Edition: Mr. Warsh Goes to Washington

    Dirk Willer, Citi's Global Head of Macro Strategy and Asset Allocation, sits down with Alex Saunders, Head of Global Quant Macro Strategy, to discuss factors shaping equity markets so far in 2026. Topics include Kevin Warsh as Fed chair, looking beyond debasement fears in the gold trade, and Japan's elections. 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.

    11 min
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À propos

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.

Informations

  • Chaîne
    Citi
  • Création
    Citi
  • Années d’activité
    2024 - 2026
  • Épisodes
    93
  • Classification
    Tous publics
  • Copyright
    © Citi Production External
  • Site web de l’émission
    Research @ Citi

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