Opinion Oil & Gas Gulf LNG faces a bearish headwind from US energy dominance Trump’s LNG expansion is reshaping global energy trade and redrawing geopolitical power dynamics March 17, 2025
Opinion Banking & Finance Gulf investors should hedge rising macro risks with Asian assets GCC investors face draconian macro risk as the American economy heads towards stagflation March 3, 2025
Opinion Oil & Gas The Riyadh summit will shape global energy geopolitics Diplomatic pressure is rising and so is the volatility of black gold February 26, 2025
Opinion Trade US trade bravado hides a cautious stance on China Presidents Trump and Xi are going through the motions February 6, 2025
Opinion Artificial Intelligence DeepSeek shock suggests what goes up must come down GCC sovereign investors view AI as a core segment of their economic diversification strategies January 31, 2025
Opinion Economy Trump’s tariffs are bullish for GCC capital markets – for now King Dollar is currently the beneficiary of classic FX market overshooting January 20, 2025
Opinion Finance Powell’s ‘foggy night’ will affect weather in the GCC Jerome Powell talked of driving at a slower speed in the face of unknown challenges ahead December 20, 2024
Opinion Economy Syria after Assad: a long road to recovery The failed state needs a government of technocrats, not warlords December 11, 2024
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
