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Weekly market analysis and bulletin, Insights from the Office of Chief Investment officer on financial market and the latest on FX. Dive into the world of wealth with Citi UAE.
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Investment Strategy Bulletin
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FX Insights
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CIO Strategy
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FX Perspectives
Investment Strategy Bulletin ꟾ May 30, 2025 By Citi Wealth Insights
A Tale of Two Macro Narratives
This week’s market dynamics were a microcosm of the story we’ve been telling over the past month: AI investment and tariff noise are both here to stay. While fears over Chinese AI upstarts and US export restrictions drove a selloff in AI infrastructure stocks earlier this year, results from earnings season confirmed the durability of AI-enabler earnings and helped prices rebound. We believe the sheer scale of global data center capex should continue to support economies and equity risk over the medium term.
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Middle East Strategy
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Global Strategy
Middle East Strategy ꟾ May 2025
Middle East Strategy: What OPEC + output hikes mean for investors
After years of restraint, OPEC+ is hiking production. The group announced it will raise oil output by 411k barrels per day (b/d) in June, similar to its April increase. Markets had expected just 140k b/d. OPEC+ also says it will speed up the return to market of 2.2 million barrels per day that it had withdrawn in recent years, with the potential to pause or reverse the decision.
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Citibank N.A. - UAE Branch is licensed by the Central Bank of the UAE as a branch of a foreign bank.
Citibank N.A. UAE is licensed with UAE Securities and Commodities Authority (“SCA”) to undertake the financial activity of A) promotion under license number 20200000097 B) Trading broker in international markets under license number 20200000198 C) portfolios management license number 20200000240.
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