A new Citi Research report looks at persistent geopolitical headwinds, leading us to trim our 2026 global-growth expectations and raise our headline-inflation forecast. But we see our projections as provisional and are prepared to revise.
For analysts, nothing is more satisfying than raising long-term forecasts that had once seemed aggressive, if not unattainable. That’s where we find ourselves today with U.S. Exchange-Traded Funds’ assets under management. Citi Research explores U.S. ETFs’ more mature growth phase in this new Must C report.
A new Citi Research report suggests that a tipping point is near for AI adoption in China. Our Innovation Lab survey finds AI adoption is widespread but shallow — but once the tipping point is reached, we see potential labor-market impacts and increased momentum for AI governance.
