Research: Broker notes on sectors, macro, rates and strategy

  • Citi·2026-11-04Macro

    Brent price: Base case, gradual de-escalation, 60% probability2027Brent price: Bull case, escalation, 30% probability2027
  • Citi·2026-11-02Macro

    Taiwan foreign equity flow: Observed monthly flowOct2026Korea foreign equity flow: Observed monthly flowOct2026
  • Citi·2026-10-30Macro

  • Citi·2026-10-30Macro

    Taiwan/Korea/Singapore·OverweightNon-AI emerging markets·UnderweightChina real GDP growth: downgraded2027F
  • Citi·2026-10-29Macro

    Global GDP growth: 2.7%2026Global GDP growth: 2.8%2027Global headline inflation: 3.4% (from 2.8%)2026
  • Citi·2026-09-15Macro

    China GDP growth: Citi forecast2026
  • Citi·2026-09-03Macro

    China industrial production: Citi forecastAug 2026China retail sales: Citi forecastAug 2026
  • Citi·2026-09-03Macro

    Gold·OverweightSilver·OverweightGold price: Citi forecast6-12 monthsBrent crude: Citi forecast3Q 2026
  • Citi·2026-09-02Macro

    LNG·Underweight
  • Citi·2026-08-25Macro

    Grains and oilseeds·OverweightCorn price: Citi 12-month target12mSoybean price: Citi 3-month forecast3m
  • Citi·2026-08-11Macro

    Silver·Overweight