24 Sep 2026 22:44:40 ET │ 37 pages Vi e w p o i n t | Global Asset Allocation House Views September 2026: Rates Bite, Equities Fight CITI'S TAKE Since our last asset allocation, there has been a triple punch against global duration, driven by hawkish front-end repricing from the Fed, ECB, and BoE, coinciding with higher oil prices. While the FI sell-off is extended, the market is not pricing a 1999 type cycle either, which has become more plausible. With geopolitical uncertainty, we remain neutral duration ...