Research @ Citi

• Episode 43: Where to Find a Safe Harbor In Turbulent Times

  Brent Robinson sits down with Josh Williamson and Faraz Syed to discuss how Australia and New Zealand are faring amid current uncertainties. Conversation topics include potential U.S. tariffs, trade relations with China, Australia’s monetary-policy path, and whether it and New Zealand can be safe havens for investors This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2025 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.

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• Episode 42: What's Next for Oil, Gold, and Metals? Part II

  What are the dynamics Citi Research sees as driving gold prices? Is the selloff in oil markets done? Why is aluminum considered “power in the form of metal?” In the latest Research @ Citi podcast, Global Head of Research Lucy Baldwin and Global Head of Commodities Research Max Layton discuss factors investors should consider across the commodities complex. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2025 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.

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• Episode 41: Riding The Rotation – Latin America’s Untapped Potential

  In our latest Research @ Citi podcast, U.S. Director of Research Rob Rowe sits down with Director of Latin America Equity Research Andre Mazini to discuss Latin America's markets. Topics of discussion include the global rotation trade, tariffs and trade agreements, China's influence in the region and upcoming elections. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2025 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.

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• Episode 40: Big Beautiful Bill – Where is it heading?

  In our latest Research @ Citi podcast, U.S. Director of Research Rob Rowe sits down with Rob Sockin of our Global Economics team to discuss the Big Beautiful Bill being debated by Congress and the many things connected to it. Among their conversation topics are the revenue effects of tariffs and tax cuts, U.S. deficits and how markets are looking at government debt levels world-wide, and the Fed’s path. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2025 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.

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• Episode 39: Latin America – Where Politics Meets Prosperity

  In our latest Research @ Citi podcast, Head of Research Lucy Baldwin sits down with Luis Costa, Head of Emerging Markets Strategy, to discuss Latin America and the political and economic-policy backdrop. Investors are still navigating the evolving tariffs framework for emerging markets, with central banks staying cautious. But equities have rebounded since a fairly tough 2024 and countries such as Brazil have found a middle ground between China and the West without too much conflict or noise. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2025 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.

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