Jane Fraser on market optimism
From CNBC TV18 Exclusive | Jane Fraser, Chair & Chief Executive, Citi on Markets & Economy · · CNBC-TV18
“I think they're a tad optimistic if I could use some British understatement there for the moment. And I think this is the the there's a lot of money in the world. And that money wants to go to work because it knows that it that you know, that that creates value. It can drive growth. But and there is a lot of transformation going on. So, there is also a bit of a fear of missing out in a lot of what's going on. And but I do feel as if the markets think everything that uh can go right will go right and that companies have done a fantastic job of being the source of resiliency being so adaptable with everything that's been thrown at them in the last few years and have continued growing. There's a sense that that that just continues to happen. And at some point something gives. And none of us know when and anyone who said something was going to give 2 years ago got that wrong. At some point inevitably there there'll be further bumps in the road and maybe some more dislocations. But again, I don't think the AI investment is overdone.”
On , Jane Fraser, Chief Executive Officer & Chair of the Board at Citigroup Inc, spoke about market optimism during CNBC TV18 Exclusive | Jane Fraser, Chair & Chief Executive, Citi on Markets & Economy on CNBC-TV18.
About Jane Fraser
Jane Fraser, Chair and Chief Executive of Citigroup, has been active in media appearances and investor events in recent months, focusing on the bank’s performance, strategic direction, and global economic outlook. During Citigroup’s first quarter 2026 earnings call, Fraser reported net income of $5.8 billion and described the quarter as “exceptionally strong,” noting that the bank had achieved the highest revenue growth of any firm on Wall Street. At the 2026 Investor Day, she set new medium-term return on tangible common equity (RoTCE) targets of 14-15% and stated that the bank is “only interested in and focused on organic growth.” In an interview with Barron’s, Fraser said the stock is “cheap” and urged investors to “get on the train,” adding that the firm is “only just getting started.” Fraser has also commented on macroeconomic risks and technology. In multiple CNBC-TV18 interviews, she identified cybersecurity as a “bigger threat” than other risks and said she views market optimism as “a tad optimistic,” noting that “markets think everything that can go right will go right.” During a visit to India for the Citi India Conference 2026, she met with Prime Minister Narendra Modi and said the “long-term India story is intact,” while urging the country to “stop selling herself short.” She also discussed artificial intelligence, stating that AI investment “doesn’t look overdone” and that the bank encourages clients to use AI models both for growth and to identify vulnerabilities.