Citigroup strategists have turned more constructive on US stocks, citing elevated war uncertainty as a reason to favor higher-quality and defensive companies. The call reflects a risk-off tilt rather than a broad bullish catalyst, with likely implications mainly for relative sector positioning. Overall impact is limited but may support defensive equities and quality factor flows.
Citigroup strategists have turned more constructive on US stocks, citing elevated war uncertainty as a reason to favor higher-quality and defensive companies. The call reflects a risk-off tilt rather than a broad bullish catalyst, with likely implications mainly for relative sector positioning. Overall impact is limited but may support defensive equities and quality factor flows.
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mildly positive
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0.25
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