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Monthly Insights March 2020

Ever more stringent measures imposed by governments across the world in a bid to impede the spread of the Covid-19 coronavirus will weigh heavily on economic growth this year.

ECONOMICS, MARKETS - 18.03.2020

India Monitor - February 2020

Indian financial assets are at crossroads as steps taken by the government to revive animal spirits are taking longer than anticipated and the slowdown in the domestic economy becomes more entrenched.

ECONOMICS, MARKETS - 06.02.2020

PMIs fall to new lows in the GCC

PMI surveys show a deterioration in business conditions in March.

PMIS, UAE - 05.04.2020

OPEC: Decision Time Redux

We see a low probability that a production cut agreement will be reached.

MARKETS, COMMODITIES - 08.04.2020

Foreign Exchange

India Monitor - February 2020
06.02.2020

FX Week - 5 April 2020
05.04.2020

FX Week - 29 March 2020
29.03.2020

FX Week - 15th March 2020
15.03.2020

FX Week - 8th March 2020
08.03.2020

Markets need to accept that this crisis is far from the norm

This is a healthcare crisis first, an economic crisis second and a financial crisis third, which is why fiscal measures are having less effect.

ECONOMICS, MARKETS - 06.04.2020

Trump talks up oil cuts

But it will be up to OPEC and others to deliver.

MARKETS, COMMODITIES - 05.04.2020

CBE keeps rates on hold

The central bank will strive to balance supporting the economy with a maintaining stable FX regime.

ECONOMICS, MENA MACRO - 05.04.2020

The relief rally in global equities halted last week

The relief rally in global equities halted last week as the pace of virus spread coupled with economic data painted a rather grim picture for investors.

MARKETS, EQUITIES - 05.04.2020

Dubai tourism stats show most visitors in January were Saudis

Hotel data show initial impact of coronavirus in February

ECONOMICS, GCC MACRO - 01.04.2020

UAE current account surplus to shrink in 2020

But the external position of the UAE remains strong.

ECONOMICS, GCC MACRO - 30.03.2020

Saudi Arabia money supply not showing signs of coronavirus yet

Reserves at SAMA dipped in February

ECONOMICS, GCC MACRO - 30.03.2020

PMIs

PMIs fall to new lows in the GCC
05.04.2020

Dubai PMI falls to new low in March
09.04.2020

Regional PMIs dip in January
04.02.2020

Dubai PMI at 4 year low in February
09.03.2020

Regional PMI surveys point to slower growth in Q1
03.03.2020

Should Texas join OPEC

The US does not match the profile of your typical OPEC member.

MARKETS, COMMODITIES - 24.03.2020

Dubai PMI falls to new low in March

The Dubai PMI fell to a record low of 45.5 in March, signaling a contraction in the non-oil private sector.

PMIS, DUBAI ECONOMY TRACKER - 09.04.2020

For the first time in three weeks global equities closed higher

Global equities closed higher, for the first time in three weeks, amid rafts of measures announced by various central banks and governments.

MARKETS, EQUITIES - 29.03.2020

No sign of oil price war easing

Saudi Arabia has been unequivocal about not holding talks with Russia or other producers to balance markets.

MARKETS, COMMODITIES - 29.03.2020

Global equities recorded a consecutive double-digit weekly decline

Global equities recorded a consecutive double-digit weekly decline.

MARKETS, EQUITIES - 22.03.2020

Fiscal deficit in Saudi Arabia set to widen this year

The Saudi finance minister Mohammed Al-Jadaan announced an additional SAR 70bn in economic support measures for businesses over the weekend.

ECONOMICS, GCC MACRO - 22.03.2020

OPEC reaches out to Texas

But it will be a challenge to build consensus among thousands of US independents

MARKETS, COMMODITIES - 22.03.2020

UAE, KSA financial support packages announced

Saudi Arabia and the UAE both announced targeted stimulus packages over the weekend to boost liquidity and provide some support for private sector businesses and households over the next few months.

ECONOMICS, GCC MACRO - 15.03.2020

OPEC prepares to open the taps

Production increases will overwhelm markets and push prices substantially lower.

MARKETS, COMMODITIES - 08.03.2020

DUBAI TRACKERS

Dubai PMI falls to new low in March

The Dubai PMI fell to a record low of 45.5 in March, signaling a contraction in the non-oil private sector.

PMIS, DUBAI ECONOMY TRACKER - 09.04.2020

Dubai PMI: Activity slows in January

The headline Dubai PMI declined to 50.6 in January from 52.3 in December signalling the softest growth in the non oil private sector since February 2016.

PMIS, GCC MACRO - 10.02.2020

Dubai PMI eases further in December

The Dubai PMI eased further to 52.3 in December from 53.5 in November, the lowest reading since August. While output increased at a slightly faster rate in December, new order growth slowed, with the

PMIS, GCC MACRO - 12.01.2020

 

Dubai PMI: Slowest quarter since Q1 2016

The Dubai PMI rose slightly to 52.6 in September, but the average reading for the third quarter was the lowest since Q1 2016.

PMIS, GCC MACRO - 09.10.2019

Dubai Economy Tracker: Record rise in output in May

The headline Dubai Economy Tracker Index rose to 58.5 in May, the highest reading since January 2015 on the back of strong growth in output and new orders.

PMIS, DUBAI ECONOMY TRACKER - 16.06.2019

Dubai Economy Tracker: Steeper price discounting drives activity and new order growth in April

The headline Dubai Economy Tracker Index rose to 57.9 in April from 57.6 in March.

PMIS, ECONOMICS - 09.05.2019

Dubai Economy Tracker: Tourism supports rebound in March

The headline Dubai Economy Tracker Index rose to 57.6 in March from 55.8 in February, the highest reading since May 2018.

PMIS, ECONOMICS - 09.04.2019

 
Read more on Trackers
 

MARKETS

India Monitor - February 2020

Indian financial assets are at crossroads as steps taken by the government to revive animal spirits are taking longer than anticipated and the slowdown in the domestic economy becomes more entrenched.

ECONOMICS, MARKETS - 06.02.2020

OPEC: Decision Time Redux

We see a low probability that a production cut agreement will be reached.

MARKETS, COMMODITIES - 08.04.2020

MONTHLY INSIGHTS

Monthly Insights March 2020
18.03.2020

Monthly Insights: 15 January 2020
15.01.2020

Monthly Insights February 2020
13.02.2020

November 2019 Monthly Insights
28.11.2019

 

FX Week - 5 April 2020

By the end of last week, stocks had unwound gains and yields had resumed declines. The dollar was also firmer, another symptom of renewed tension and risk aversion in markets.

MARKETS, FX - 05.04.2020

For the first time in three weeks global equities closed higher

Global equities closed higher, for the first time in three weeks, amid rafts of measures announced by various central banks and governments.

MARKETS, EQUITIES - 29.03.2020

No sign of oil price war easing

Saudi Arabia has been unequivocal about not holding talks with Russia or other producers to balance markets.

MARKETS, COMMODITIES - 29.03.2020

Global equities recorded a consecutive double-digit weekly decline

Global equities recorded a consecutive double-digit weekly decline.

MARKETS, EQUITIES - 22.03.2020

Read more on Markets

 


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