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Citi's Erica Poon Werkun Addresses AI Trade, Federal Reserve, and China's Economic Outlook
Nov 11, 2026
AI Summary
Erica Poon Werkun, the Asia Pacific Head of Research at Citi, provided insights on the current state of the AI trade, the anticipated direction of Federal Reserve policy, and the economic conditions in China. Her comments were made during the Citi China Conference held in Shanghai.
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- Erica Poon Werkun is the Asia Pacific Head of Research at Citi.
- She discussed the unwinding of the AI trade, indicating a shift in market dynamics.
- Poon Werkun addressed the outlook for Federal Reserve policy, suggesting potential impacts on the economy.
- She also provided insights into China's markets and overall economic conditions during her remarks at the Citi China Conference in Shanghai.
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