Citigroup CEO Fraser sees surprising global economic resilience, driven by corporate strength and healthy consumer balance sheets. However, she warns that the full second and third-order impacts of elevated oil prices, gas supply disruptions, and resulting supply chain issues are not yet fully grasped, posing an underappreciated risk.
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NDX
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Oil
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Citigroup 8.5
Investment Bank $1800.00B
Jane Fraser 9.0
Citigroup CEO: We are not yet 'fully understanding' effects of Iran war
5/8/2026 10:00:56 PM
wti
I do not think that we are yet fully understanding and anticipating the second and third order effects of not only a higher oil price and gas supply issues around the world
7 calls
-20
consistently off direction or weak follow-through
5/7/2026 6:00:45 PM medium term sharp up 20 days later -6.83% -10.25%
4/10/2026 1:26:19 AM short term sharp up 7 days later -9.56% -14.34%
3/4/2026 9:38:13 PM medium term down 20 days later +11.49% -11.49%
1/14/2026 9:07:22 PM short term up 5 days later +1.94% +1.94%
10/22/2025 9:54:16 PM short term cautious down 5 days later -2.65% +1.33%
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