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The Short and Long | CIO Weekly Bulletin

The Short and Long: Differentiated investment insights

20 March 2026

The Short and Long | CIO Views - March

The Short and Long: Differentiated investment insights

05 March 2026

The Short and Long | Quarterly Macro Views

The Short and Long: Differentiated investment insights

08 January 2026

Weekly Investment Insight

Investment Strategy

Weekly Spotlights

FOMC: Powell says core goods prices
must slow for Fed to cut rates


20 Mar 2026

Upward revisions to real GDP and core inflation,
but unchanged median “dots” showing further cuts,
imply a dovish reaction function.


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Energy market outlook



12 Mar 2026

Citi Analysts continue to see $80-90/bbl
Brent for at least the next 1-2 weeks,
before we see prices moderating during 2Q'26.


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Foreign Exchange

Investment Strategy

Weekly Spotlights

AUD remains a solid buy on dips at least
until the end of H1’2026

20 Mar 2026

AUDUSD m. It is difficult to see more than a 2-3
big figure downside on non-USD crosses on the
back of a positioning adjustment and AUD
remains a solid buy on dips at least until the end of H1’2026.


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USD/JPY will remain within 155–160
for the foreseeable future

12 Mar 2026

Citi Analysts continue to expect intervention by the
Japanese government to buy the JPY when the
USDJPY threatens ¥160/$ and think the pair will
remain in a range of ¥155/$~¥160/$ for
the foreseeable future.

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Coming soon

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