UAE
22 March 2024
Our weekly analysis offering a strategic outlook for the coming week, along with key macro themes and trends impacting the GCC & Egypt region. The report also includes a recap on the past week, as well as a summary of the key data releases and macro events in the week ahead; along with macro chart packs covering the MENA & Global Markets.
Simon Ballard, Chief Economist
09 February 2024
This interview was recorded on 9th Feb 2024, discussing various topics including; the outlook for the oil market & some key risks to watch for this year
Glenn Wepener, Chief Strategist
08 January 2024
In this edition we reviewed the key primary and secondary market developments during FY 2023 and our outlook for FY 2024. The report provides a quick snapshot of market performance, relative value analysis, new issuance trend, overall size and composition of the GCC&E fixed income market etc.
Rakesh Sahu, Analyst
Chavan Bhogaita, Head of Market Insights & Strategy
01 December 2023
In this Global Macro / Rates Outlook on 2024 we discuss the headwinds and tailwinds that will drive the economic outlook for the U.S., Europe, UK and GCC over the coming year. Optimists will argue that the stars have been aligning in recent months for the U.S. economy to experience a soft-landing. The latter has certainly been suggested by the recent resilience in U.S. retail sales data as well as easing price pressures such as PCE. In fact, some have gone so far as to label current (global) macro conditions as Goldilocks-like. Time will tell; please read on.
Simon Ballard, Chief Economist
23 November 2023
As the old-world order continues to fade and a far more polarized one appears to be taking its place, in this piece attached we discuss five of the major risks facing us in the year ahead. While US-China relations and Climate Change, which were listed in our ‘Key Risks for 2023’ publication feature again, we also discuss a few additional challenges to focus on in 2024.
Glenn Wepener, Chief Strategist
08 November 2023
Egypt is back in the spotlight as macro data releases continue to test the economic landscape and outlook. The implicit message to the central bank and monetary authorities again seems set to be that more policy action and comprehensive reforms are still needed. With presidential elections scheduled for next month, further policy adjustments are likely to remain stalled in the near-term, but post the re-election, currency adjustment could be one of the first orders of the new year. Please read on.
Simon Ballard, Chief Economist
Our Global Markets team's analysis on the big stories of the moment across the region.
Our popular thrice-weekly geo-political and market related commentary of the MENA and Sub-Sahara regions.
Reports on a range of macroeconomic subjects with a particular focus on MENA and the region.
Daily views on key market movements, activity and sentiments directly from the traders in our Global Markets team. An on-the-pulse document that covers areas such as FX, rates, fixed income, derivatives, etc.
Weekly analysis that offers key macro themes and trends impacting the GCC and Egypt region.
The Global Financial Markets Forum is one of the most prominent annual financial markets events in the MENA region. This prestigious gathering brings together topical and relevant content, world-class speakers as well as panel discussions and focused breakout sessions, along with unparalleled networking opportunities.
