Middle East & North Africa Economics Weekly Does Egypt need the IMF anyway? Oman gets an upgrade Egypt’s IMF review has coincided with a fresh impetus to jumpstart the lagging privatisation programme. But compared to just a couple of years ago, Egypt’s improving balance of payments position and... 11th December 2025 · 7 mins read
Middle East & North Africa Rapid Response Egypt Consumer Prices (Nov. 2025) Egypt’s headline inflation rate eased a touch from 12.5% y/y in October to 12.3% y/y in November despite further rent rises and fuel subsidy cuts. Even so, given the Central Bank of Egypt’s own... 10th December 2025 · 2 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Dec. ’25) Our Middle East & North Africa Chart Pack has been updated with our key calls and forecasts to reflect the latest regional developments. The Middle East and North Africa is set to record its fastest... 9th December 2025 · 1 min read
Middle East & North Africa Economics Weekly Egypt’s bumper PMI, Saudi Budget, MENA 2026 Outlook November’s batch of PMIs suggest that growth strengthened in the region last month, particularly in Egypt where the survey hit its highest level (outside the post-pandemic recovery) since 2015... 4th December 2025 · 7 mins read
Middle East & North Africa Economic Outlook Strengthening growth and shifting alignments The Middle East and North Africa is set to record its fastest pace of GDP growth (outside the post-pandemic recovery) since 2011 next year. Continued oil output hikes and the switch on of Qatar’s... 4th December 2025 · 22 mins read
Middle East & North Africa Economics Weekly Dubai real estate, Bahrain-Oman public finances, Egypt rates The surge in prices in Dubai’s real estate sector appears to be prompting developers to take on debt to finance new projects. This echoes events prior to the crisis in 2009, but a re-run seems... 27th November 2025 · 6 mins read
Middle East & North Africa Economics Update Egypt’s balance sheet risks high but likely to recede Egypt’s devaluation and shift back towards macro orthodoxy 18 months ago have put the economy back on the path towards restoring macroeconomic stability. The situation is still very fragile – Egypt... 24th November 2025 · 4 mins read
Middle East & North Africa Economics Update Egypt’s central bank still has room to cut in 2026 The Central Bank of Egypt’s (CBE’s) monetary easing cycle has been stop-start and with headline inflation rising in recent months, last night’s decision to keep interest rates on hold was not a... 21st November 2025 · 2 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Nov. '25) Our Middle East & North Africa Chart Pack has been updated with our latest forecasts and calls to reflect key developments across the region. We expect the Middle East and North Africa to record very... 20th November 2025 · 1 min read
Middle East & North Africa Economics Weekly Shifting geopolitical allegiances, IMF to visit Egypt The meeting between Saudi Arabia’s Crown Prince Mohammed bin Salman and President Trump next week is widely expected to see the announcement of a new security deal and the US’s partnership in the... 13th November 2025 · 7 mins read
Middle East & North Africa Rapid Response Egypt Consumer Prices (Oct. 2025) Egypt’s headline inflation rate rose from 11.7% y/y in September to 12.5% y/y in October, its fastest pace since July, but policymakers at the Central Bank of Egypt (CBE) have plenty of room to... 10th November 2025 · 2 mins read
Middle East & North Africa Economics Weekly UAE keeps up Gulf AI momentum, Qatar-Egypt deal AI-related investments in the UAE this week add to signs that the US is using access to AI technologies to take the Gulf economies away from China’s sphere of influence. It may also reflect the... 6th November 2025 · 8 mins read
Middle East & North Africa Rapid Response Middle East & North Africa PMIs (Oct. 2025) October’s batch of whole economy PMIs for the region showed a pick-up, suggesting that non-oil private sectors in the Gulf have continued to fare better than expected amid the backdrop of low oil... 4th November 2025 (Updated 5th November 2025) · 3 mins read
Emerging Markets Financial Risk Monitor EM Financial Risk Monitor (Oct. 2025) EM financial markets have continued to perform well in the past quarter, with currencies holding firm against the US dollar and sovereign bond spreads narrowing in many places. This has been supported... 29th October 2025 · 1 min read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Oct. 2025) Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. We expect the Middle East and North Africa to record its fastest rate of GDP... 28th October 2025 · 1 min read
Middle East & North Africa Economics Weekly Saudi-US defence talks, Egypt-IMF deal, Morocco 2026 Budget The US and Saudi Arabia have stepped up security talks ahead of Crown Prince Mohammed bin Salman’s visit to the White House next month. A full defence pact is unlikely to materialise, however, given... 23rd October 2025 · 7 mins read
