A weather event could become a market event. In the latest Research @ Citi podcast, Rob Rowe and Arkady Gevorkyan discuss why a record-strength El Niño could have far-reaching implications for commodity prices, market volatility and food inflation.
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"Just the suggestion that there is some sort of terminal value risk around that search side of things – that's what we've been worried about for four years."
@Citi Head of AI Research
@heathterry explains why $GOOGL's earnings worried investors:
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What will the midterm elections bring? Scott Chronert & Daniel Tobon explore scenarios in the latest Research @ Citi Markets Edition podcast, including why they think today’s uncertainties around key issues will likely be tomorrow’s uncertainties as well.
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What will shape AI's next chapter? In this Research @ Citi podcast,
@heathterry &
@nathanbenaich explore findings from Nathan's State of AI report, including frontier model competition, autonomous agents & the race to build AI infrastructure.
@airstreet
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Closing the development financing gap requires stronger partnerships. Stephanie von Friedeburg of
@Citi shares why collaboration between MDBs and financial institutions is critical to mobilizing more private capital in emerging markets.
Learn more:
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The “three A’s” to watch heading into the U.S. midterms: affordability, AI and anti-establishment populism. Rob Rowe and Candi Wolff unpack each one and explore potential election scenarios in the latest Research @ Citi podcast.
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CFO Gonzalo Luchetti shares his highlights and key takeaways from Citi’s Third Quarter Earnings.
For the full replay and materials, please visit:
Citi CFO Gonzalo Luchetti discusses our third-quarter 2026 financial results.
Read the full report with important information at
“We expect to exceed this year’s ROTCE target of 10-11%, even as we pull forward the investments to support our near-term target of 11-13%. But these are simply the next waypoints in our path to reach 14-15% in a sustainable manner, which we will do.”
– Jane Fraser, Chair & CEO
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“We returned over $4 billion to our shareholders this quarter, including $3 billion in share buybacks. We have also utilized about $900 million of our disallowed DTA so far this year, slightly above the path we discussed at Investor Day in May.”
– Jane Fraser, Chair & CEO
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“In U.S. Consumer Cards…with returns of over 21% in the quarter, this is already a very attractive business, and the benefits of our investments will continue to scale over time.”
– Jane Fraser, Chair & CEO
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“Wealth’s performance continues to steadily improve, with growth across all three businesses. We brought in $38 billion in Net New Investment Assets this quarter – up over 100% from a year ago.”
– Jane Fraser, Chair & CEO
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“In Banking, revenues were up 6%. We performed particularly well in ECM, where we played meaningful roles in the six largest transactions of the quarter.”
– Jane Fraser, Chair & CEO
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“In Markets, revenues were up by 6%. Equities revenues were up 14%, driven by our performance in Prime and in Asia, where we have been investing to gain share.”
– Jane Fraser, Chair & CEO
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“This was another standout quarter in Services with revenues up 15%. Growth was broad-based across every driver – from deposits to commercial cards spend – and we saw continued momentum in trade loans and cross-border activity across the network.”
– Jane Fraser, Chair & CEO
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“Our overall performance continues to demonstrate the disciplined and consistent execution of our strategy.”
– Jane Fraser, Chair & CEO
“With revenues up 8% year over year, we delivered our best third-quarter revenue in a decade and saw revenue growth in four out of our five businesses.”
– Jane Fraser, Chair & CEO
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Citi Chair & CEO Jane Fraser discusses our third-quarter 2026 financial results.
Read the full report with important information at
Citigroup reports third quarter 2026 financial results.
Read the full report with important information at
Check back tomorrow, October 13, at approximately 8 a.m. ET for third quarter results.