Markets Edition: Iran, Petro$ & IMF

Markets Edition: Iran, Petro$ & IMF

From Research @ Citi by Citi

April 21, 2026 · 11 min

About this episode

Dirk Willer and Adam Pickett discuss the varied market reactions to the ongoing Middle East conflict and its implications for investors.

Dirk Willer, Citi's Global Head of Macro, sits down with London macro head Adam Pickett to discuss markets' varied reactions to the Middle East conflict. With the geopolitical situation still uncertain, asset classes are pricing risks very differently, with implications for investors that bear watching. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. ©…

People in this episode

Host: Dirk Willer

Guest: Adam Pickett

Topics covered

  • geopolitical risks
  • market reactions
  • investment implications
  • Middle East conflict
  • asset classes

Keywords

  • markets
  • Iran
  • IMF
  • geopolitics
  • investment risks
  • asset classes
  • Middle East

Mentioned in this episode

Organizations: IMF, Citi

Places: Iran, Middle East

More episodes of Research @ Citi

Explore listener stats, chart rankings, contacts and more on the Research @ Citi podcast page.