Morning Interest
CURATED BYPaul Ivinskas

Companies

Citi

Ticker C. Bank and card issuer, including Citi Retail Services.

5 items in 5 issues, Oct 27, 2026 to Nov 9, 2026, newest first. Each item links to the issue it ran in, where its sources are listed.

Related: JPMorgan ChaseAI and agentic commerce

November 2026

  • Mon, Nov 9 · Worth a read

    Agents at the door. Banking Dive's Caitlin Mullen talks with Socure CEO Johnny Ayers about why JPMorgan Chase, Bank of America and Citi have blocked AI agents from customer accounts. Socure says it works with 19 of the top 20 U.S. banks. The piece lays out the liability questions in plain terms, and Ayers expects lenders to set clear protocols in about six months.

    Read in the issue →
  • Thu, Nov 5 · Policy & enforcement

    Regulators stay put. Supervision may change less than the politics suggest: Citi analyst Benjamin Gerlinger expects regulator leadership to stay stable. Several Republicans on the House Financial Services Committee lost their seats.

    Read in the issue →
  • Mon, Nov 2 · Cards & payments

    AI agents. Plaid payments head Brian Dammeir says AI shopping agents could shift spending toward bank payments, even as five of the largest U.S. banks, including JPMorgan Chase and Citi, block outside AI agents from customer accounts over fraud and liability concerns.

    Read in the issue →

October 2026

  • Sat, Oct 31 · Cards & payments

    Card lenders lag. In Friday's sell-off, bank ETFs fell about 1% (KBE -1.1%, KRE -1.2%), but consumer lenders fell harder: OneMain -4.7%, Atlanticus -4.8%, Citi -3.1%, Synchrony -2.1%, Capital One -2.1%. Fintech lenders were weaker still, with SoFi -4.8% and Upstart -7.2% (Interactive Brokers late-Friday quotes).

    Read in the issue →
  • Tue, Oct 27 · Cards & payments

    Citi / American Airlines. Citi is refreshing the Citi / AAdvantage Platinum Select and Business cards, effective Jan 24, 2027. The annual fee rises from $99 to $150, with the $0 first-year fee kept. New earn: 3x on AAdvantage Hotels & Cars, plus 2x on streaming and rides/rail for Platinum Select, or a chosen business category for the Business card. Both get up to $100/yr in inflight credits (replacing the 25% discount) and a Global Entry/TSA PreCheck credit. Platinum Select also adds Walmart+, and both add new travel protections. It's another mid-tier co-brand moving to a higher fee with more credits, the same pattern as the premium tier.

    Read in the issue →