Research @ Citi

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. 16 hr ago

    Markets Edition: AI’s Subtle Impact On The Equity Markets

    An old investing adage is to just own the S&P 500. But you have to know what you're buying — and as Scott Chronert and Patrick Galvin discuss, the S&P 500 has seen a major evolution over the last 30 years. So how has it changed, and what do these changes mean for broader exposure to U.S. equities and the AI theme? 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. 28 Jul

    Markets Edition: From Penalty Kicks to Macro Risks

    Adam Pickett and Alex Saunders discuss what investors ought to consider in assessing markets. As the two explore in their conversation, we've moved from an era of low-risk, high-conviction trades — the penalty kicks — to one that's being shaped by ongoing macro risks. 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. 23 Jul

    Episode 84: The Warsh Fed — Mind the Data

    Rob Rowe and Veronica Clark discuss the Fed under Kevin Warsh, including the future of forward guidance and dot plots, and why we continue to expect rate cuts and not hikes. 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. 21 Jul

    Markets Edition: Back to the Broadening Debate

    Beata Manthey and David Groman look at the year in markets so far and what may lie ahead for the second half, including whether we'll see a sustained broadening of market leadership beyond tech. 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.

  5. 14 Jul

    Markets Edition: Serving Up Ways to Ace Your H2

    Dirk Willer and Adam Pickett look at investment themes for the second half of 2026, from how much broadening we might see in equities to the Fed's policy path and what we expect for the U.S. 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.

  6. 9 Jul

    Episode 83: AI’s Mid-Year Review — The Token Bottleneck

    Rob Rowe and Heath Terry offer a mid-year review of AI, ranging from the accelerating pace of adoption and how companies are leveraging AI to regulatory issues and infrastructure challenges such as the much-discussed token bottleneck. 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.

  7. 7 Jul

    Markets Edition: Tech Trade at a Crossroad

    Scott Chronert looks at what may await U.S. equity markets in the third quarter, considering a "game of chicken" within the AI trade as well as the prospects for a broadening dynamic in the rest 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.

  8. 30 Jun

    Markets Edition: Hawks vs. Bulls — Into the Knockout Stages?

    Alex Saunders and Alice Zheng see the combination of a potentially hawkish Fed and declining oil prices as offering relative value opportunities in rates and in trading the USD, while not yet posing concerns about equity risk. 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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About

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.

Information

  • Channel
    Citi
  • Creator
    Citi
  • Years Active
    2024 - 2026
  • Episodes
    129
  • Rating
    Clean
  • Copyright
    © Citi Production External
  • Show Website
    Research @ Citi

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