Markets are balancing on a knife edge.
From AI optimism and equity positioning to oil shocks, Fed uncertainty and geopolitical risks, Adam Pickett and Alex Saunders break down the forces pulling investors in opposite directions.
on.citi/4w0GUMj
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- What’s in store for the Fed under new chair Kevin Warsh? Rob Rowe and Veronica Clark discuss everything from the future of forward guidance to the value of dot plots, including why we continue to expect rate cuts and not hikes. on.citi/45bK44Z
- What themes will the second half of 2026 bring for investors? Dirk Willer and Adam Pickett discuss this, considering everything from the broadening thesis to the Fed’s policy path and what may lie ahead for the U.S. dollar. on.citi/4yt03sM
- Citi CFO Gonzalo Luchetti discusses our second-quarter 2026 financial results. Read the full report with important information at on.citi/4aN65dy

