UAE
02 June 2023
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
19 April 2023
Our latest quarterly edition, in which we reviewed the key primary and secondary market developments of FY 2023 year-to-date. 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
29 March 2023
With inflation pressures running hot in Egypt (as well as more broadly around the globe), and after the bank left rates unchanged at the last meeting (Feb 2, 2023), we now expect the Central Bank of Egypt to resume its walk through the tightening process this week with the delivery of a new rate hike. The question though is how big a rate increase it might deliver on this occasion. We believe a 300bp hike could be appropriate, and with more to come after that.
Simon Ballard, Chief Economist
22 March 2023
As we near the end of the first quarter of 2023, crude prices have recently come under strong downward pressure; due primarily to a fresh wave of risk aversion. In this flash-note, we review the current state of the oil market and the key factors to keep an eye on going forward.
Glenn Wepener, Chief Strategist
23 January 2023
The UAE has been a pioneer in planning and implementing a clean energy program within the hydrocarbons industry, a journey that began over 16 years ago. In this piece, we look at the UAE’s various achievements in this area so far and its long-term plans to achieve net zero.
Glenn Wepener, Chief Strategist
24 November 2022
In our previous ‘Key Risks’ outlook, which was published back in January this year, we listed food prices as one of the major issues to watch in 2022, as well as cybersecurity, Ukraine and US/China relations. All four remain a major concern and thus make a return in our ‘watch’ list for 2023 attached, albeit from a more nuanced standpoint.
Glenn Wepener, Chief Strategist
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.
