UAE
12 December 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
11 December 2024
Global growth remained resilient throughout much of 2024 as robust job creation and solid household finances continued to drive consumer spending. Yes, there have been some setbacks in the global macro narrative recently such as the net disappointing U.S. nonfarm payrolls report for October, even after adjusting for hurricanes and strikes as well as the poorly received UK budget all of which has been drag on sentiment.
Simon Ballard, Chief Economist, Market Insights & Strategy
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
5 December 2024
As 2024 draws to a close, the impact of the past 12 months from conflicts to hotly contested elections will no doubt continue to be felt in the year ahead. In this piece we focus on a few of the key risks to keep an eye on in 2025, some of which are not that new but are becoming far more acute in our polarized world.
Glenn Wepener, Chief Strategist, Market Insights & Strategy
08 October 2024
In this edition we have reviewed the key primary and secondary market developments during the first nine month of 2024. YTD hard currency new issuances from the region now reached $108bn, the second highest level after FY 2020 in the regional market’s history. New issuance from Saudi Arabia this year is at the highest level ever for a single year and accounted 50% of total issuances from the region. 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 Client Outreach & Market Insights
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.
