Event MENA Drop-In: Can Egypt get its IMF deal back on track? 13th September 2023, 11AM BST Reports are swirling of yet more delay to the latest review of Egypt’s IMF deal, the central bank is preparing to meet in a pressurised market environment and speculation about a sovereign default…
Event Drop-In: OPEC’s surprise cut – Economics, markets, geopolitics 1680530400 In the wake of the surprise move by OPEC+ to cut oil production, we held a special online briefing about the decision’s economic and market implications – as well as what this signals about global
Event EM Drop-In: Are EMs also at risk from bank turmoil? 1680789600 Recent turmoil in the banking sector may have been a US and European story, but there are potentially important angles for Emerging Market investors.
Event Egypt Drop-In: Will Cairo's reform announcements seal an IMF deal? 1666864800 The Egyptian government announced steps to tackle its economic crisis, including a shift to a more flexible exchange rate regime and accompanying interest rate hikes -- but will it be enough?
Energy OPEC+ to change tack from September Whilst OPEC+ has been failing to meet its production quotas in recent months, it will technically finish unwinding its pandemic-related supply cuts come September. We think OPEC+ will then move to a... 23rd June 2022 · 4 mins read
Middle East & North Africa Economics Saudi economy picking up pace Saudi Arabia’s economic recovery appears to have been quite strong in Q2 and the further easing of virus restrictions and rising oil production means that GDP growth will continue to gather steam over... 29th July 2021 · 2 mins read
Middle East & North Africa Economics Tunisia: political turmoil further raises debt risks The decision by Tunisia’s President Kais Saied to sack the prime minister and freeze parliament has raised serious concerns about the future of democracy in the country and couldn’t come at a worse... 26th July 2021 · 4 mins read
Middle East & North Africa Economics Delta variant poses biggest threat to non-Gulf economies Concerns about the Delta variant of COVID-19 have grown over the past week but high vaccine coverage in the Gulf means that policymakers are unlikely to resort to harsh containment measures. Other... 22nd July 2021 · 6 mins read
Middle East & North Africa Economics A two-speed recovery Strong COVID-19 vaccine rollouts in most of the Gulf and Morocco mean that remaining virus restrictions should be lifted by the end of this year, providing a boost to recoveries that, in the Gulf... 21st July 2021 · 25 mins read
Middle East & North Africa Economics Saudi-UAE oil deal, Saudi fuel cap, Moroccan reforms Reports suggest that Saudi Arabia and the UAE have seemingly reached an agreement over oil output quotas and the resulting rise in production will boost economic recoveries across the Gulf over the... 15th July 2021 · 5 mins read
Middle East & North Africa Economics Saudi Arabia Consumer Prices (Jun.) Saudi inflation rose to 6.2% y/y in June but it will fall sharply in July to around 1.0 y/y as the effects of last year’s VAT hike fall out of the annual price comparison. Inflation is likely to hover... 15th July 2021 · 2 mins read
Middle East & North Africa Economics Steady stream of Gulf dollar bond sales continues Oman and, for the first time, Kuwait are expected to sell dollar bonds in the coming weeks, continuing the raft of issuances from the Gulf countries over the past year. Kuwait’s strong balance sheet... 28th February 2017 · 1 min read
