Research @ Citi

This year kicked off with financial markets expecting multiple rate cuts from the Fed, as a slowing trend in jobs growth and easing inflation expectations closed out 2023. But the first quarter revealed a series of upside surprises to inflation, giving rise to the prospect that interest rates might well remain “higher for longer”. Why has everyone —from policymakers to pundits —consistently underestimated inflation this time around?Join Citi’s Lucy Baldwin, Global Head of Citi Research, and

The current state of the U.S. housing market can be traced back to the Global Financial Crisis (GFC). The ensuing retreat of builders and lenders resulted in housing starts trending below a pre-GFC average that had persisted for several decades — in an America with a much smaller population. Then the pandemic hit, which stimulated substantial demand as Americans worked and schooled from home and moved to different parts of the country. On the supply side, a shortage of building products and labor

The power grid is arguably the backbone of modern society. We’re now at a critical convergence of soaring power demand from the digital economy — driven by the rise of electric vehicles, data centers, artificial intelligence (AI), and other technological advances — and an aging grid that requires significant improvement. The International Energy Agency estimates that power lines globally will need to double in length between now and 2050, and that’s not including the old power lines that need to be

China’s once-staggering economic growth has stalled. It now faces myriad challenges, including persisting property market woes, rising geopolitical tensions and weak consumer demand. How China responds will have broad-reaching implications for the rest of the world. Join Lucy Baldwin, Global Head of Citi Research, and Johanna Chua, Citi’s Head of Emerging Market Economics, as they discuss China’s short- and long-term prospects, its policy responses and priorities, its trading-partner relationships,

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.