UAE
30 January 2025
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
Almaha Al Nuaimi, Analyst
24 January 2025
Welcome to our inaugural issue of the Friday (GCC&E) real estate pulse. Dubai Land Department is making strategic waves, enabling property owners on Sheikh Zayed Road and Al Jaddaf to shift to freehold ownership—essentially converting long-term leases into liquid assets. Please read on…
Almaha Al Nuaimi, Analyst
Simon Ballard, Chief Economist, Market Insights & Strategy
14 January 2025
In this report we discuss the current outlook for EURUSD and its current descent toward parity. Whichever way we look at it – technically or fundamentally – we would suggest that the path of least resistance for EURUSD remains lower and that it is only a matter of time before the Euro reaches – and possibly breaks through – the psychological level of parity to the U.S. dollar. Indeed, such is the psychological impact of parity, that once it is breached it could trigger an exodus of sustained selling. Please read on…
Simon Ballard, Chief Economist, Market Insights & Strategy
13 January 2025
In this edition we have reviewed key primary and secondary market developments within the GCC&E region during FY 2024 and presents our outlook for FY 2025. 2024 witnessed another record year for primary bond issuances, spearheaded by Saudi Arabia. This achievement solidified the Kingdom's position as the largest bond market in the region, surpassing the UAE. Notably, the UAE continues to maintain the most diversified bond market within the GCC&E.
Rakesh Sahu, Analyst
Chavan Bhogaita, Head of Client Outreach & Market Insights
6 December 2024
This past year has been another rather mixed one for crude prices, with geopolitical risks and OPEC+ cuts providing support, whilst ongoing uncertainty on the outlook for global demand especially with China’s economic recovery continuing to look tepid at best, combined with a strong US dollar has kept the upside limited too. In this piece we briefly summarize the current state of the oil market and what may lie ahead in 2025 and beyond.
Glenn Wepener, Chief Strategist, Market Insights & Strategy
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
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.
