全球宏观策略 - 观点与交易思路：停摆结束-后续如何-Global Macro Strategy - Views and Trade Ideas_ Shutdown over – what next_

Vi e w p o i n t | 13 Nov 2025 23:56:52 ET │ 26 pages Global Macro Strategy - Views and Trade Ideas Shutdown over – what next? CITI'S TAKE The longest ever US shutdown is over. We look at what to expect in the coming weeks. We preview US data dynamics, USD liquidity, and with global data momentum improving, look at x-asset excess returns in more globally bullish regimes, with and without US data momentum improving. We stay bullish equities, neutral duration, lightly bearish USD, bullish copper and neutral g ...