Opinion Energy Trump team will make waves in GCC energy and capital markets New US treasury and energy secretaries will keep interest rates high November 29, 2024
Opinion Economy King Dollar is not a one-way bullish trade in Trumpworld How markets will react when Trump puts policies into action remains to be seen November 15, 2024
Opinion Economy Six reasons why UK gilt yields rose after Labour’s budget The market has reacted decisively and Downing Street should take note November 4, 2024
Opinion Economy Labour’s first Budget is a political and financial winner The verdict of the financial markets is unquestionably positive October 31, 2024
Opinion Markets The US bond market faces a winter of discontent Its shockwaves will spare no debt market on the planet October 29, 2024
Opinion Oil & Gas Oil’s war risk premium and the GCC capital markets Investors can no longer ignore the imminent IDF-Iran war in the heart of the world's pre-eminent oil province October 17, 2024
Opinion Oil & Gas War, oil, safe haven assets and risk premium in the GCC Geopolitical risk premium could well rise to $130 a barrel if Iran responds further to an Israeli attack October 2, 2024
Opinion Oil & Gas US Fed cuts will not prevent an oil-price crash in 2025 A range of factors are conspiring to cause a crude catastrophe September 16, 2024
Opinion Markets Gold has returned to its ancient role as a classic hedge Its spectacular bull run is fuelled by a unique set of geopolitical, monetary and financial catalysts September 10, 2024
Opinion Banking & Finance The bullish case for the GCC’s sovereign bonds and sukuk Riyadh's budget deficit necessitates at least $13-$14 billion of new bond issuance in both 2025 and 2026 August 27, 2024
Opinion Economy Worsening US woes could hit Gulf economies Oil prices could share the fate of Dr Copper and fall at least 20 percent August 15, 2024
Opinion Economy Trump 2.0 would trigger shockwaves in GCC and global markets Regional investors should factor in the potential impact of Trumponomics across every major asset class July 30, 2024
Opinion Finance The Thames Water crisis makes waves for the UK’s Labour Party A government bailout is no longer unthinkable and Gulf investors will have grave concerns July 15, 2024
Opinion Economy Macron gambled and lost. Now bond markets will have their say The election result puts France on a collision course with global capital markets and the EU July 9, 2024
Analysis Finance GCC investors can make money in Starmer’s Britain Labour’s historic win on election day has reinforced the bullish case for investing in UK assets. Sir Keir Starmer promises to bring fiscal discipline to the UK at a time when its $3 trillion economy is just emerging from a technical recession, exports are rising and inflation has fallen sharply from its 11 percent post-pandemic […] July 5, 2024
Opinion Economy The GCC will feel the effects of the coming US recession Ironically, in the GCC, a strong dollar reduces import inflation June 26, 2024
Opinion Banking & Finance Bahrain’s fiscal discipline bodes well for its capital markets Banking and finance now contributes 17 percent of the country's GDP June 12, 2024
Opinion Economy Is it back to the 1970s as global macro storm clouds loom? Even the rises in US Treasury bond yields and dollar have not derailed the bull market in gold May 2, 2024
Opinion Oil & Gas Qatar’s role as LNG colossus will grow with North Field Geopolitics, high oil price and LNG demand are upsides for Qatar April 9, 2024
Opinion Economy In the Gulf, the age of the petrodollar will not be ending soon GCC currency pegs have provided stability for 40 years. The dollar remains the best bet for oil exporters April 2, 2024
Opinion Economy The stars are aligned for Oman’s economic resurgence The sultanate could command a healthy share of the Gulf's IPO surge in the next two years March 15, 2024
Opinion Oil & Gas Black gold and realpolitik define GCC-China relations China is playing a growing role in energy transition and economic diversification across all Gulf states March 4, 2024
