x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Research @ 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.

business business news

All Episodes

19:04

Episode 30: Tariffs — The Global Chain Reaction

Research @ Citi ·

2025/04/16

The U.S. tariffs under President Trump have reached their highest levels in roughly a century, drawing comparisons with the Smoot–Hawley Tariff Act of 1930. But today’s economy and geopolitical fabric provide a starkly different backdrop — where central banks play a key role, where the Fed in particular must navigate a tricky path between potentially higher inflation and slower growth, and where escalating trade friction with China looms large. Join host Rob Rowe and Chief Economist Nathan Sheets as

EN

20:03

Episode 29: Europe’s Historic Growth Model Shift

Research @ Citi ·

2025/04/09

The U.S. tariffs are exerting an immediate impact on the financial markets, but they also have long-term consequences for economies — including a fundamental challenge to Europe’s longstanding export-led growth model. But as Chief European Economist Arnaud Marès argues in this episode, a shift toward domestic demand based growth had already been gaining momentum in the key economy of Germany. Join host Elise Badoy and Arnaud as they delve into the drivers and implications of Europe’s historic growth

EN

16:22

Episode 28: Quantum & Chips — NVIDIA Conference...

Research @ Citi ·

2025/04/02

Artificial intelligence, or AI, is advancing at a blistering pace, impacting companies’ operating models and individuals’ daily lives. Rob Rowe, U.S. Regional Director of Research, and Atif Malik, U.S. Specialty Semiconductors Analyst, attended NVIDIA’s GPU Technology Conference in March and share their takeaways from this AI-focused event — with topics including the current phase of agentic AI and the next phase of physical AI, the industry’s transition from training to reasoning, power demands and

EN

22:55

Episode 27: What’s Next for the U.S. Economy?

Research @ Citi ·

2025/03/26

The new U.S. administration has moved apace in its first couple months with a full slate of executive orders. Amid all the action, policy uncertainty remains high, leaving C-suite executives and consumers alike wondering whether to make big expenditures now — or to wait and see how the policies unfold. In this episode, Head of Citi Research Lucy Baldwin talks to Chief Economist Nathan Sheets about how his view on the U.S. and global economy has evolved since the year-end, and what he sees in store

EN

23:24

Episode 26: The Future of Crypto

Research @ Citi ·

2025/03/12

Often viewed as esoteric and offbeat, crypto assets were once eschewed by traditional capital market participants. But last year’s regulatory approval and launch of spot Bitcoin and Ethereum ETFs signaled a period of broader adoption, and the U.S. in particular could be on the cusp of a regulatory regime change that could open crypto markets up to more institutional investors. Where do crypto assets fit into portfolio allocations? How do they correlate with traditional asset classes? Join Lucy

EN

19:36

Episode 25: Well Spent — A Consumer Health Check

Research @ Citi ·

2025/03/05

U.S. retailers are reporting earnings for the final quarter of 2024, and so far they’re painting an overall picture of robust holiday sales. Meanwhile, frigid East Coast temperatures, tariff implications, and food inflation have made for a challenging consumer backdrop in this year’s opening quarter. In this episode, Anne Malone hosts analysts Paul Lejuez and Steve Zaccone ahead of Citi’s Global Consumer & Retail Conference (March 9 – 11) in South Florida to discuss the trends impacting consumers as

EN

18:55

Episode 24: REIT or Wrong — Is Now the Time to Buy...

Research @ Citi ·

2025/02/26

Real Estate Investment Trusts, or REITs, are companies that own, operate or finance income-producing real estate. They are in a sense the “landlord of the U.S. economy”, as the properties they manage span a wide range of industries. Rob Rowe hosts this session with Nick Joseph, Citi Research’s Head of U.S. Real Estate and Lodging, to discuss the REIT sector’s current state and prospects ahead of the 30th annual Citi Global Property CEO Conference (March 2 – 5). This podcast contains thematic

EN

20:53

Episode 23: Built to Last — Five Themes Shaping the...

Research @ Citi ·

2025/02/19

Senior analyst Andrew Kaplowitz talks to Rob Rowe about the five themes he expects to be in focus at Citi’s Global Industrial Tech & Mobility Conference (February 18–20 in Miami): companies’ muted Q1 outlooks and whether they reflect conservatism or a genuinely sluggish industrial economy that’s set to accelerate later in the year; the potential for short-cycle tailwinds; the path forward for megatrends; self-help as a performance driver; and ex-U.S. trends and geopolitical impacts on industrial

EN

21:28

Episode 22: Can Autos Survive a Triple Threat?

Research @ Citi ·

2025/02/05

The auto industry is an incredibly competitive one to begin with, with more than 60 large manufacturers globally and a hundred or so brands between them. The shift to electrics and hybrids provides even greater levels of choice for the consumer. And now, the European auto industry faces a triple threat of Chinese competition in all markets, aggressive emissions reduction targets amid a difficult transition toward electric vehicles, and global trade friction exacerbated by the Trump administration’s

EN

24:23

Episode 21: Trade with China under Trump 2.0

Research @ Citi ·

2025/01/22

Donald Trump is back in the White House, and his policy actions are being watched closely by the markets and the world at large. Trump’s tariff plans — including those toward China — feature prominently in his policy rhetoric. Yet China’s global manufacturing dominance persists, and the United States remains reliant on it for imports. How will U.S. trade with China change in a second Trump administration? Join host Brent Robinson, Head of Research for Japan, Australia, North & South Asia, as he

EN

20:48

Episode 20: The Resilient Global Economy & Trump 2.0

Research @ Citi ·

2025/01/16

The global economy continues to defy expectations, powering ahead over the past couple years even amid interest rate hikes, geopolitical instability, and other headwinds. With consumer spending still strong and central banks having largely turned more dovish, 2025 is starting from a favorable setup. Meanwhile, President Trump takes office again next week, vowing tough tariffs and tax cut extensions. What will the net impact be? And what of China and the rest of the world? Chief Economist Nathan

EN

21:57

Episode 19: 2025 Outlook — Expecting a Volatile Bull

Research @ Citi ·

2025/01/09

How will U.S. equities perform in 2025? That’s the key question in our first episode of the year, where Rob Rowe talks to U.S. equity strategist Scott Chronert about the market’s current positioning and his outlook for the S&P 500. Scott explains how ongoing soft-landing and AI tailwinds now interact with Trump policy promises (and risks), how he views the performance of the index’s Magnificent Seven versus “the other 493”, and how his bull and bear case assumptions help frame an expectation for

EN

24:50

Episode 18: Cybersecurity — New Risks, Expanding Threats

Research @ Citi ·

2024/12/11

Cybersecurity and its attendant threats have undergone a renaissance in the last decade. Enterprise cloud adoption, a work-from-anywhere culture, and greater Internet connectivity among devices have brought myriad benefits — and risks. As a result, cybersecurity is no longer a tactical investment but a strategic one that demands the attention of executive boards and heads of state. Join Citi’s Fatima Boolani, Co-Head of U.S. Software Research, as she talks to Lucy Baldwin about this fast-evolving

EN

23:28

Episode 17: Dawn of a Healthcare Revolution?

Research @ Citi ·

2024/12/04

Citi’s Global Healthcare Conference is under way, and there’s no shortage of topics for discussion. In this episode, healthcare analysts Geoff Meacham and Joanne Wuensch chat with Lucy Baldwin about developments in their respective sectors, including policy implications from the incoming Trump administration, new indications for GLP-1 drugs, upbeat outlooks for innovation and M&A, demographics as a driver of demand, and the impact of China. This podcast contains thematic content and is not intended

EN

25:19

Episode 16: Tectonic Shifts — The New Era for...

Research @ Citi ·

2024/11/20

The global industrials sector is being reshaped by a series of distinct — yet interrelated — tectonic shifts, with critical implications for industrial policy and corporate strategy. Rising protectionism, fallout from the war in Ukraine, lingering effects from the pandemic, technology disruption, and the green transition all make for a complex set of challenges — and opportunities. Join Lucy Baldwin and Martin Wilkie, Co-Head of Industrial Tech & Mobility at Citi Research, as they examine each of

EN

25:12

Episode 15: UK — Charting a Better Path

Research @ Citi ·

2024/11/13

The UK economy is broadly perceived to have stagnated, its growth having fallen behind that of many peer nations. Productivity growth in particular has shifted from moving in lockstep with the U.S. to decoupling from it since the Global Financial Crisis. What’s behind the UK’s lackluster performance? And what’s needed to change its trajectory? Join Lucy Baldwin and Citi’s Chief UK Economist Ben Nabarro as they look under the hood of the UK economy and discuss its prospects for charting a better

EN

21:32

Episode 14: Trump 2.0 and the Markets

Research @ Citi ·

2024/11/08

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 morning. In this special edition of Research @ Citi, Rob Rowe is joined by Scott Chronert, Head of U.S. Equity and ETF Strategy, and Dan Tobon, Head of G10 FX Strategy, to discuss how the financial markets were trading in the runup to the election, and what they’ll likely be focusing on in a second Trump administration. This podcast contains thematic

EN

22:03

Episode 13: Money and Might — Financing the Future of...

Research @ Citi ·

2024/10/23

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 avoid conflict elsewhere in the world. This has implications not only for traditional contractors but also for venture-backed companies that operate in the “defense tech” sector. Join Citi’s Rob Rowe, U.S. Regional Director of Research, and Jason Gursky, U.S. Aerospace & Defense Analyst, as they talk about the current spending priorities of the U.S

EN

20:01

Episode 12: The Evolution of Sustainable Investment

Research @ Citi ·

2024/10/09

Despite media reports to the contrary, sustainable investment looks here to stay: an estimated $35 trillion in assets have a sustainable investment mandate. Why should investors care about extreme weather events, pollution, or food security? Because natural ecosystems underpin the functioning of a healthy economy and provide insights into key sectors dependent on natural capital. Join Citi’s Elise Badoy, Head of Europe, UK, Middle East and Africa Research, and Anita McBain, Head of Sustainable

EN

26:02

Episode 11: U.S. Consumer — Dining Out or Dining In?

Research @ Citi ·

2024/09/25

America’s restaurant industry has endured dramatic change in recent years. Covid forced many restaurants to shut down, and the survivors had to adapt their operating models for a world of social distancing. Coming out of the pandemic, stimulus benefits, higher wages and asset prices, and steady employment brought a wave of discretionary spending that benefited restaurants. But since late 2023, cracks have appeared in the form of a bifurcation in the marketplace between high- and low-income

EN

131 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Bloomberg Talks

Bloomberg

Research @ Citi

Citi

Børsmorgen & Økonominyhetene

Finansavisen