Today could be JPMorgan Investor Day, which brings the inevitable Jamie Dimon CEO Chatter.

But, the hat tip from Citigroup (C) CEO Jane Fraser is intended to stand out in a rare blog post on Friday.

“We are entering a new phase of globalization, which is not much defined by cooperation but more by strategic self-interest,” Fraser wrote. “Long-term assumptions have been challenged not only due to tariff announcements but through deeper confidence shocks.

Fraser said these markets indicate a “transformation” by shifting greater risks into assets.

"If you want to sell the market clearly, you may be a little disappointed," Fraser wrote. "But if you are looking for signals, they are everywhere. Even if the stock market is swaying, the Treasury will produce an uptrend. The dollar (usually a safe haven) will weaken at past gatherings."

"This tells us something is happening," she continued. "Investors are not only going to price near-term risks; they also reassess the credibility of long-term holding certainty. It comes in a capital way. Pensions and asset managers tend toward Japan, India and Europe. Hedge funds have selective options, and there is no hierarchy of diversification in April's fair investment.

Read more here: How to protect your funds during economic turmoil, stock market volatility

Investors will reflect on Fraser's thoughts wisely.

The market lost the negative surprise of STERLING TRIPL-A credit rating in the United States. Moody lowered the U.S. government late Friday, accusing massive fiscal deficits and rising interest costs. On Monday, stocks were sold out in full as the 10-year fiscal yield (^TNX) rose to the main 4.5%.

Another market in the weeds is the third quarter earnings season, which usually begins in mid-October. Professionals believe the cumulative impact of tariffs will be the worst in the third quarter, frustrating optimistic analysts who continue to expect lucrative businesses.

“I think there is a lag between tariff announcements and when to get benefits,” Trivariate Research founder Adam Parker said in Yahoo Finance’s opening bid podcast. “So, I suspect the third-quarter numbers are more likely to soften slightly.”