全球宏观策略-观点与交易思路：滞胀之风-Global Macro Strategy - Views and Trade Ideas Winds of Stagflation

Vi e w p o i n t | 20 Mar 2026 00:34:51 ET │ 30 pages Global Macro Strategy - Views and Trade Ideas CITI'S TAKE Hopes for a faster resolution were quickly dialed back this week once energy infrastructure became a target in the Middle East conflict. Our commodities strategy team have become incrementally bullish, seeing more upside in Brent. The gravity and the duration of the conflict are bringing stagflation worries for the global economy. We look at cross-asset performance during stagflation periods throu ...