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Monthly Insights September 2019

Trade, geopolitics and Brexit are all contributing to rising risk premiums with little end in sight.

ECONOMICS, MARKETS - 26.09.2019

The UAEs consumption challenge

Our analysis suggests that the weakness in private consumption has been the primary drag on non-oil sector growth in the UAE over the last few years.

ECONOMICS, GCC MACRO - 30.09.2019

Oil market highlights: Chance of trade deal boosts markets

But demand projections continue to fade.

MARKETS, COMMODITIES - 13.10.2019

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

Foreign Exchange

FX Week: Volatility continues
08.09.2019

FX Week
21.07.2019

USD sells off on rate cut expectations
14.07.2019

Risk assets recover on trade truce
30.06.2019

Trade tensions continue to influence the markets
16.06.2019

Oil market highlights: 2020 demand outlook in focus

Markets will looking to new forecasts from the EIA, OPEC and IEA.

MARKETS, COMMODITIES - 06.10.2019

GCC PMIs diverge in Q3

UAE PMI signals slower growth in the non-oil sector

PMIS, ECONOMICS - 03.10.2019

Oil prices risk upside shock on Saudi attacks

The oil market has limited options to replace Saudi crude in the short term.

MARKETS, COMMODITIES - 15.09.2019

Markets to focus on ECB policy meeting

While a rate cut from the ECB is widely expected, probably taking the deposit facility rate from -0.4% to -0.5%, the markets are split on whether the ECB will go further by extending asset purchases.

DAILY OUTLOOK, DAILY - 12.09.2019

IMF recommends further fiscal consolidation in Saudi Arabia

In its latest Article IV report, the IMF has called for further fiscal consolidation in Saudi Arabia in a bid to "rebuild fiscal buffers" and reduce vulnerabilities.

DAILY OUTLOOK, DAILY - 11.09.2019

China PMIs show signs of growth

But US consumption has started to ebb.

DAILY OUTLOOK, CHINA - 30.09.2019

US new home sales rise in August

New US home sales rose by more than expected in August, as the impact lower borrowing costs feeds through to demand.

DAILY OUTLOOK, DAILY - 26.09.2019

PMIs

Dubai PMI: Slowest quarter since Q1 2016
09.10.2019

GCC PMIs diverge in Q3
03.10.2019

Dubai Economy Tracker: Stable in June
09.07.2019

Saudi PMI: Broadly unchanged in June
03.07.2019

UAE PMI points to strongest quarterly growth since Q4 2014
03.07.2019

Political and economic risks weigh on global equities

Global equities closed lower as political risk in developed market gathered pace and the US economy showed mixed signals ahead of trade talks with China early next month.

MARKETS, EQUITIES - 29.09.2019

Oil market highlights: Macro fears outweigh geopolitics

Concern the US-China trade war will escalate weighed on prices more than geopolitics

MARKETS, COMMODITIES - 29.09.2019

Supreme Court rules against UK government

The UK Supreme Court ruled yesterday that the government prorogation of parliament was illegal and therefore void

DAILY OUTLOOK, DAILY - 25.09.2019

Manufacturing continues to weaken globally

Industry appears in recession across most major economies.

DAILY OUTLOOK, PMI - 24.09.2019

UK July GDP firmer than expected

UK July GDP data came in a little above expectations, with growth rising 0.3 percent m-o-m, above the median forecast for 0.1 percent.

DAILY OUTLOOK, DAILY - 10.09.2019

OECD lowers growth expectations

However, the UAE has revised up its growth forecast for 2019.

DAILY OUTLOOK, OECD - 23.09.2019

Oil market highlights: Aramco attacks shake markets

Restoring production vital to allow inventories to rebuild.

MARKETS, COMMODITIES - 22.09.2019

US employment data weaker than expected

US August employment data was weaker than expected, showing a rise in non-farm payrolls of 130k, after a net -20k of revisions for the previous two months, taking the 3-month average to 156k.

DAILY OUTLOOK, DAILY - 09.09.2019

Monthly Insights: Trade and currency tensions rise

A series of events are contributing to heightened uncertainty and renewed risk aversion, including the cautious rate cut from the Fed.

ECONOMICS, MARKETS - 06.08.2019

DUBAI TRACKERS

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

Dubai Economy Tracker: Stable in February

The headline Dubai Economy Tracker Index was unchanged at 55.8 in February. Stronger output growth was offset by slightly softer growth in new work and a record decline in employment.

PMIS, DUBAI ECONOMY TRACKER - 11.03.2019

Dubai Economy Tracker: New orders rebound in January

The headline Dubai Economy Tracker Index rose to 55.8 in January from 53.7 in December, on the back of a sharp rise in new orders.

PMIS, ECONOMICS - 11.02.2019

Dubai Economy Tracker: Slower growth in Q4 2018

The Dubai Economy Tracker index data suggests that the economy grew at roughly the same rate in 2018 as in 2017.

PMIS, ECONOMICS - 16.01.2019

 
Read more on Trackers
 

MARKETS

Monthly Insights September 2019

Trade, geopolitics and Brexit are all contributing to rising risk premiums with little end in sight.

ECONOMICS, MARKETS - 26.09.2019

Oil market highlights: Chance of trade deal boosts markets

But demand projections continue to fade.

MARKETS, COMMODITIES - 13.10.2019

MONTHLY INSIGHTS

Monthly Insights September 2019
26.09.2019

Monthly Insights: Trade and currency tensions rise
06.08.2019

Monthly Insights June 2019
24.06.2019

Monthly Insights May 2019
22.05.2019

 

Oil market highlights: Aramco attacks shake markets

Restoring production vital to allow inventories to rebuild.

MARKETS, COMMODITIES - 22.09.2019

Monthly Insights: Trade and currency tensions rise

A series of events are contributing to heightened uncertainty and renewed risk aversion, including the cautious rate cut from the Fed.

ECONOMICS, MARKETS - 06.08.2019

Global equities closed marginally lower

Global equities closed marginally lower as investors remain cautious in light of little movement in multiple overhangs.

MARKETS, EQUITIES - 22.09.2019

Global equities closed higher

Global equities closed higher following confirmation from the US and China that trade talks would restart in October.

MARKETS, EQUITIES - 08.09.2019

Read more on Markets

 


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