Monetary Policy

The escalating trade conflict looms as a negative demand shock for euro-area exports and potentially an even bigger positive supply shock from trade redirection.

The U.S. tariffs are exerting an immediate impact on the financial markets, but they also have long-term consequences for economies — including a fundamental challenge to Europe’s longstanding export-led growth model.

In a new Citi Research Must C report, Chief Economist Nathan Sheets and team look at foreign direct investment (FDI) and the potential global implications of Trump administration policies.

In a new Citi Research note, a team of economists and analysts led by Head of European Equity Strategy Beata Manthey looks at the unprecedented urgency among European policymakers to scale up defense spending.