Research Briefing
The spread between French and German government bonds has reached its highest level since the height of the eurozone sovereign...
Research Briefing
The spread between French and German government bonds has reached its highest level since the height of the eurozone sovereign...
Turkey's inflation fell to 47.1% in November, marking the lowest reading since mid-2023 and the 6th consecutive month of decline....
Saudi Arabia's credit rating was raised by Moody's to its highest level since 2016 and third highest in the region....
Research Briefing
We think the environment of strong US demand coupled with still ample global liquidity, should be positive for US risk...
After losing momentum last quarter, Israel's GDP beat expectations in Q3, rebounding by 3.8% on an annualised basis.
Research Briefing
Oxford Economics' new proprietary business cycle indicator shows that real US construction spending is firmly in a decelerating growth phase.
Research Briefing
We have revised down our global economic forecasts slightly from our snap post-election assessment. The broad picture is little changed,...
Research Briefing
Fears that President-elect Donald Trump would attempt to fire Federal Reserve Chair Jerome Powell or meddle with the Federal Open...
Egypt’s inflation edged higher again in October, increasing to 26.5%. The rise in inflation since August has been driven by...
OPEC+ has delayed a planned supply increase until January due to concerns over weak demand showing the group continues to...
Following Israel's strike on Iran in response to the 1st October missile attacks, Brent crude fell sharply, dropping some $4pb....
The IMF has lowered its 2024 GDP growth forecasts for Saudi Arabia to 1.5% from 1.7% in its July estimate,...
OPEC announced further cuts to its global oil demand growth forecast, reducing 2024's estimate to 1.9 million bpd and 2025’s...
Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
Research Briefing
China's economy looks to have entered a marked downturn. Cyclical trends in China are always tricky to assess given the...
Turkey's annual inflation continued to ease for the fourth consecutive month during September, recording 49.4% down from 52% in August....
Research Briefing
We close out our tactical long position on gold that we re-opened in July 2024. Still, we remain bullish on...
While our short-term outlook for the global economy has largely remained steady over the past quarter, the balance of risks...
Israel's ground invasion into south Lebanon and its assassination of prominent Hezbollah leaders followed by Iran’s missile attack on Israel...
Amid heightened regional tensions, Lebanon's inflation rate eased marginally to 35% in August - the lowest reading in over four...