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Recent Articles

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Wells Fargo notes Q2 US GDP growth rate of 2.8% beat estimates, but it may be the fastest rate for foreseeable future; Citi warns against extrapolating Q2 strength to coming quarters, sees Fed cutting rates at each consecutive meeting starting September

Citi downgrades emerging market stocks to underweight, citing concerns about potentially stronger US dollar and heightened geopolitical risks; while EM markets boast strong expected EPS growth, year-to-date performance has been lackluster

Citi: Economic impact of aging population could be maximized by adopting policies that support healthy aging and reform labor markets, such as encouraging older workers to remain in the workforce for longer by providing more flexible employment contracts

Citi: Rio Tinto should buy a lithium miner like Arcadium Lithium rather than develop greenfield projects like Jadar deposit in Serbia; buying Arcadium at 30% premium to current share price would be more cost-effective in long term versus developing Jadar

Commentary: Homebuilder stocks facing increasing concern due to evidence of softening in key markets such as Texas and Florida; Citi downgrades Lennar and D.R. Horton on worries that real estate market could remain 'drowsy' in H2

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