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Citigroup - $C

China is one of the greatest opportunities in financial services, says Citigroup's CEO
7 calls: a China securities license about 5 years in the making, why last week's AI selloff went too far, and the Anthropic IPO as a test of demand for…
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"The demand for AI is real": OpenAI CFO on the selloff
7 calls: why Citi's Heath Terry calls the selloff structural, how OpenAI is courting the towns fighting its data centers, and why a former Fed president…
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PayPal CEO on turnaround: "at least $1.5 billion of savings"
5 calls: why Citigroup's CEO says the selloff was hedge funds de-risking, how PayPal's CEO says the company lost the consumer, and why its board turned…
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COVID took away one of the two legs payments stand on — Mastercard CEO
8 lessons: why Mastercard now calls itself the trust layer of the AI economy, how it split one global network into digital islands, and why half of each…
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Lazard CEO: so much AI spending is borrowed that financial-distress risk is underrated
7 takeaways: why inflation now comes in repeated supply shocks, why Social Security waits for a crisis, and why AI means leaner deal teams for junior…
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CNBC's Fast Money traders: if the US won't deter Iran, crude oil needs a risk premium
5 arguments: why energy is an investment rather than a trade, China as the oil market's buyer of last resort, a 3-to-1 setup in bank stocks before…
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Munis are priced as if the 10-year Treasury yield were above 6%, says PIMCO's muni head
13 arguments: Why muni credit is the strongest in 20 years even as federal aid runs out, why dealers will not return to the market, and where 4.5% to 5…
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VisserLabs investor on his 46-name crypto index: "up year to date 50%"
10 calls: why he says rates have only normalized, why AI agents will need crypto to move money, and why the fourth quarter is when big allocators pick…
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Real yields, not inflation, drove most of the 10-year's 119bps rise — Citi Wealth CIO
5 calls: Why she moved money from long-term bonds into gold, why crypto stays out of her portfolios, and why the 60/40 split between stocks and bonds…
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Fed hiking cycles rarely break the stock market — CIO Group chief investment strategist
3 arguments: Why he worries more about a Fed that overshoots than about yields, why oil shocks are a poor reason to tighten, and why long-term yields…
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Private equity is where the real risk sits, not private credit — Monroe Capital's CEO
9 lessons: Why 90% of buyout financing left the banks after 2008, the two ways he says a credit manager makes alpha, and what a 25% CAGR cost him at…
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Chinese fuel demand falls for the first time since 2001, says Dow Jones's energy chief
6 arguments: Why a strait carrying 3.5M barrels a day can be closed by cheap drones, what happened the last time Riyadh asked Washington for help, and…
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