Archive - Citrini Research

State of the Themes: Q1 2025

Our Quarterly Review

Mar 18 •

European Fiscal Primacy

A Cure for the Sick Man?

Mar 6 •

February 2025

January 2025

DeepSeeking Answers

Beyond “How Does This Impact NVDA?”

Jan 26 •

Macro Memo: January 2025

Rate Hikes Back or Another Scare?

Jan 16 •

Market Memo: January Musings

Market Signals to Start the New Year

Jan 9 •

December 2024

25 Trades for 2025

A Thematic Watchlist for the Next Year

Dec 19, 2024 •

In Conversation: December 2024

Two Thematic Winners

Dec 9, 2024 •

Macro Memo: Hawkish Dovishness

Soft Landing on Track and the Fed Cuts in December

Dec 6, 2024 •

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