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Where near-term markets meet long-term strategy.
The Short & Long is Citi Wealth’s editorial platform for CIO-driven investment insight, uniting tactical market views with long-term strategy. From weekly bulletins to quarterly macro outlooks, it’s designed for investors who look beyond headlines and focus on what really matters over time.
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The Short and Long Q3 2026
Macro Investment View -
Weekly Bulletin
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FX Insights
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The Short and Long Podcast
The Short and Long Q3 2026 Macro Investment View
As we enter the second half of 2026, the global economy remains resilient despite geopolitical tensions, evolving policy expectations, and market volatility. In our Q3 2026 Macro Investment View, we highlight a disciplined, diversified, and dynamic approach to investing, supported by resilient growth, a strengthening investment cycle, and strong corporate fundamentals that continue to underpin a constructive investment outlook.
The Short and Long | Weekly Bulletin 4th August 2026 By Citi Wealth Insights
Why the macro data says AI is not a bubble
Contrary to the corporate profit margin squeeze seen during prior investment bubbles, aggregate margins today are holding near all-time highs. The total corporate interest burden is only 1.3% of output1, roughly a third of levels in the Dot-com and housing bubbles2, and a 60 year low. U.S. corporations enter this investment cycle from a position of profitability and balance sheet strength.
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Weekly FX Focus | 20th July, 2026
FX Focus: Yen Hits Record Low with No Bottom in Sight
The Yen’s cross against the United States Dollar (USDJPY) has broken above the key 160 level, meaning the JPY is at lows not seen since the mid-1980s. Japan’s fiscal or monetary policy guidance, along with any threats of intervention, appear to be weak and largely ignored by the market. Also, with no circuit breakers in sight, the Yen remains on the defensive.
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Citibank N.A. UAE is registered with Central Bank of UAE under license numbers 202563 for Al Wasl Branch Dubai, 531989 for Mall of the Emirates Branch Dubai, and CN-1002019 for Abu Dhabi Branch. Tel: 04 311 4000.
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) Financial Consulting, Introduction and Promotion under license number 20200000097 B) Trading Broker in International Markets under license number 20200000198 C) Portfolios Management under license number 20200000240 D) Custody under license number 602003.
Copyright © 2026 Citigroup Inc.