Stock Markets March 31, 2026

NY Fed Names Citigroup CEO Jane Fraser to Federal Advisory Council

One-year appointment begins in January as Fraser reiterates bank's stance on Middle East and warns of shifting policy-driven trade dynamics

By Marcus Reed C
NY Fed Names Citigroup CEO Jane Fraser to Federal Advisory Council
C

The Federal Reserve Bank of New York has appointed Citigroup CEO Jane Fraser to the Federal Advisory Council for a one-year term that began in January. The council, which offers industry perspective to the Fed's Board of Governors, includes one banking representative from each of the 12 Federal Reserve districts and typically meets quarterly in Washington, D.C. Fraser also told clients that the bank remains confident in the Middle East's long-term prospects despite recent conflict and highlighted how policy choices are increasingly shaping trade, technology and capital flows.

Key Points

  • Jane Fraser has been appointed to the Federal Advisory Council for a one-year term that began in January; the council advises the Fed Board on economic and banking matters.
  • The Federal Advisory Council includes one representative from each of the 12 Federal Reserve districts, typically meets four times a year in Washington, D.C., and members generally serve three one-year terms.
  • Fraser told clients Citigroup's conviction in the Middle East's future remains unchanged despite the current conflict and warned that policy decisions are increasingly shaping trade, technology and capital flows.

The Federal Reserve Bank of New York announced on Tuesday that Jane Fraser, chief executive officer of Citigroup, has been appointed to the Federal Reserve Board of Governors' Federal Advisory Council for a one-year term that began in January.

The Federal Advisory Council is composed of one banking industry representative from each of the 12 Federal Reserve districts. The council's role is to advise the Board of Governors on matters related to economics and banking. The body generally convenes four times annually in Washington, D.C., and members commonly serve three consecutive one-year terms.

Fraser, who in 2021 became the first woman to lead a major U.S. bank, also communicated to clients on Tuesday about Citigroup's view of regional prospects and policy trends. In a client note, she said the bank's conviction in the future of the Middle East region had not changed despite the current conflict. She added that policy decisions are playing a more direct role in shaping trade, technology and capital flows.

"That said, recent weeks have exacerbated a dynamic that has been developing over time. The old-world order, and the assumptions that went along with it, are falling away, unlikely to return," Fraser said.

"They (clients) are keeping a close eye on how governments around the world, particularly the United States, embrace this resurgence of industrial policy and what it means for them. We are too."

In addition to those comments, accompanying promotional material posed the question "Should you be buying C right now?" and described a product called ProPicks AI. That copy said ProPicks AI evaluates Citigroup's stock - listed under the ticker C - alongside thousands of companies using more than 100 financial metrics. It stated the tool looks beyond popularity to assess fundamentals, momentum, and valuation, and cited notable past winners that included Super Micro Computer (+185%) and AppLovin (+157%).

The appointment to the Federal Advisory Council places Fraser among a group tasked with offering banking-sector input to the Fed's policymaking body while she continues to lead Citigroup and communicate with clients on regional outlooks and the implications of evolving policy choices for markets and trade.

Risks

  • Ongoing conflict in the Middle East introduces uncertainty for regional economic prospects and markets - this impacts banks with exposure to the region and sectors tied to trade and capital flows.
  • Shifts in government policy, including a resurgence of industrial policy, could alter trade, technology and capital flow patterns, creating uncertainty for corporations and financial institutions sensitive to such changes.

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