Citi Research Risk & Adaptation Investment Strategies 03 November 2025 2026 Outlook eiterating 2025 Pivot into Security, Resilience and Defense isk & Adaptation Investment Strategies Anita McBain AC Managing Director anita.mcbain@citi.com +44-20-7508-4361 Georgina Smartt AC Director gina.smartt@citi.com +44-20-7500-0708 Makanjuola Senbanjo AVP makanjuola.senbanjo@citi.com +44-20-7508-4593 ee AppendixA-1 for AnalystCertification, Important Disclosures and ResearchAnalystAffiliations iti Research is a divisio ...

A A weak labour market, low wages and 50% US tariffs on export sectors and MSMEs will remain a drag on the economy, which grew at a five-quarter high 7.8% in April-June.Economists anticipate growth of about 7% in the second quarter, helped by a spending surge that began September 22, when lower GST rates took effect. GDP numbers for July-September will be released on November 28. The economy grew 5.6% in the second quarter of FY25.Live EventsRosy October“Urban consumption, which had been on a weak footing ...

Expedia (EXPE) came out with quarterly earnings of $7.57 per share, beating the Zacks Consensus Estimate of $7.21 per share. This compares to earnings of $6.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.99%. A quarter ago, it was expected that this online travel company would post earnings of $4.14 per share when it actually produced earnings of $4.24, delivering a surprise of +2.42%.Over the last four quarters, the co ...

Lorraine Hutchinson, Bank of America Securities senior retail analyst, joins 'The Exchange' to discuss the holiday retail season, how the analyst's workflow changes around the SCOTUS decision and much more. ...

More than 1m people have been laid off so far this year, up 65pc on the same period in 2024 and 44pc more than the total jobs cuts announced across the entirety of last year.Last month 153,000 Americans lost their jobs, a number that was up 175pc compared to the same month a year ago, according to a report by Challenger, Gray and Christmas, a firm that helps laid off workers find jobs.US layoffs have surged to the highest level recorded in any October since 2003 in a major warning sign for the American econ ...

Let's get to some stocks that are on the move. We're watching Tesla, the company holding it shareholder meeting this afternoon at stake today as shareholders will vote to approve Elon Musk's $1 trillion pay package, potential pay package. Got to say that Tesla shares pulling back more than 4%.Bren, you own this one. Your view on the vote, the pay package, everything else. Well, I think this is where the the retail investor has been just very influential in voicing their their support of management and I thi ...

Retail sales will increase at an annual pace of between 3.7% and 4.2% in the period ranging Nov. 1 through Dec. 31, the trade group projects. ...

U.S. holiday sales are expected to surpass $1 trillion for the first time, the National Retail Federation forecast on Thursday. ...

NEW YORK (AP) — American shoppers are expected to spend more during this holiday shopping season than last year despite economic uncertainty and rising prices. The 2025 forecast from the National Retail Federation on Thursday estimates that shoppers will collectively spend between $1.01 trillion and $1.02 trillion in November and December, an increase of 3.7% to 4.2% compared with last year. Retailers rung up $976 billion in holiday sales last year, or a 4.3% increase from the prior year, the group said. ...

Joining us this morning is Jeremiah Buckley, portfolio manager at Janice Henderson. Top holdings include Nvidia, Microsoft, Alphabet, Apple, and Amazon. Jeremiah, it's great to see.I wonder what you make of our conversation given the such strong headwinds and tailwinds, technology versus the the macro we were just discussing. >> Yeah, good morning, Carl. Yeah, we're still optimistic on the market.If we look at, you know, the S&P 500 up 16% so far this year, but earnings are up 13%. I think we've seen more i ...