Adam Pickett
London macro head at Citi who provides macro and FX analysis, particularly on dollar dynamics, equity flows, and relative rates within G10.
Best podcasts with Adam Pickett
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8 snips
Dec 9, 2025 • 13min
Markets Edition: How to Navigate 2026
In this discussion, Adam Pickett, the London macro head at Citi, shares his insights on navigating the markets as we approach 2026. He highlights a 'Goldilocks' scenario for growth and moderate inflation. The conversation delves into China as an equity diversifier and the strategic advantages of sectors like tech, financials, and healthcare. Adam emphasizes the challenges of hedging in a tech bubble, suggests a neutral stance on treasuries, and forecasts a three-phase trajectory for the dollar. Lastly, he expresses a preference for base metals over gold, citing cyclical influences.
Jan 28, 2026 • 10min
Markets Edition: Lessons and Views Post-Davos
Adam Pickett, London macro head at Citi who specializes in macro and FX, discusses post-Davos themes. He covers geopolitics, dollar dynamics and when USD strength may persist. AI’s impact on equities and flows earns attention. Regional allocation and relative-rate opportunities across G10 are explored.
