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Monthly Insights: February 2021

A round-up of our key research insights and forecasts in February 2021

MONTHLY INSIGHTS, MENA - 23.02.2021

UAE and Saudi PMIs slip in February

The Egypt PMI increased slightly.

PMIS, ECONOMICS - 03.03.2021

Oil at 100: No.

Spare capacity remains ample amid demand still in recovery mode

MARKETS, COMMODITIES - 02.03.2021

Indian GDP returns to growth but misses expectations

Indian real GDP growth missed expectations in Q3 FY 21, and the outlook for the current quarter is even weaker. Nevertheless, we anticipate a substantial rebound in the next fiscal year.

ECONOMICS, INDIA - 28.02.2021

Daily Outlook

Sunak to extend UK furlough scheme
03.03.2021

Factories power ahead in February
02.03.2021

Chinese PMIs indicate slowing growth momentum
01.03.2021

Economic Calendar - 1 March 2021
28.02.2021

Powell dampens inflation concerns
25.02.2021

Vaccination rollouts will determine 2021 growth rate

Following upside surprises in Q4 real GDP figures, Q1 2021 is likely to be fairly weak. Looking ahead, the speed of vaccinations will be a key determinant of the pace of growth in DMs

ECONOMICS, GLOBAL MACRO - 22.02.2021

Emerging markets at risk of higher US yields

EM currencies have been resilient so far in face of rising UST yields

MARKETS, EMERGING MARKETS - 22.02.2021

US yields race ahead

The improving economy, more than anticipated stimulus, is sending yields upward.

MARKETS, FIXED INCOME - 22.02.2021

Decision time for OPEC and allies

The bloc of exporters could keep the oil market running hot but risks creating better conditions for alternative producers.

MARKETS, COMMODITIES - 18.02.2021

Positive outlook for Israeli recovery

After a shallower-than-expected contraction in 2020, the Israeli economy is set to return to growth in 2021, boosted by an effective vaccination programme.

ECONOMICS, ISRAEL - 17.02.2021

GCC budget deficits to remain substantial even as economic outlook improves

Oil price will remain below GCC budget break evens in 2021 and sovereigns will need to issue more debt to finance budget shortfalls.

ECONOMICS, GCC MACRO - 17.02.2021

Fintech: The UAE Ecosystem

Setting the background of where the UAE stands in the regional fintech space.

ECONOMICS, SECTOR ECONOMICS - 11.02.2021

PMIs

UAE and Saudi PMIs slip in February
03.03.2021

Dubai PMI signals slower start to 2021
09.02.2021

Regional PMIs show slight improvement in January
03.02.2021

Dubai PMI moves back into expansion territory in December
11.01.2021

Regional PMIs- Saudi PMI rises to year high in December
05.01.2021

Dubai PMI signals slower start to 2021

The Dubai PMI reading slipped to 50.6 in January from 51.0 in December on the back of slower growth in business activity and new work.

ECONOMICS, PMIS - 09.02.2021

Rally in risk to weigh on dollar

A sustained rally in risk markets could take the fizz out of the dollar in the near term.

MARKETS, FX - 08.02.2021

CBE keeps rates on hold

The Central Bank of Egypt kept its benchmark overnight deposit rate on hold at 8.25% at its February 4 meeting.

ECONOMICS, EGYPT - 07.02.2021

Regional PMIs show slight improvement in January

Saudi Arabia and Egypt PMIs rose while UAE PMI was unchanged from December.

ECONOMICS, PMIS - 03.02.2021

Saudi Arabia: Money supply and private sector credit growth slowed in December

Net foreign assets at the central bank declined to USD 449.2bn.

ECONOMICS, GCC MACRO - 01.02.2021

MENA Quarterly: Q1 2021

A round-up of our key articles on the MENA region and the latest forecasts.

ECONOMICS, GCC MACRO - 28.01.2021

Inflation and the Fed

A while to wait yet

MARKETS, FIXED INCOME - 28.01.2021

Saudi Arabia: PIF investment to offset budget cuts in 2021

We expect GDP growth to recover to 2.5 percent this year.

ECONOMICS, GCC MACRO - 28.01.2021

Egyptian growth outperforming globally

Egypt has maintained economic growth despite the Covid-19 pandemic, one of the few countries globally to do so.

ECONOMICS, MENA MACRO - 27.01.2021

DUBAI

Dubai PMI signals slower start to 2021

The Dubai PMI reading slipped to 50.6 in January from 51.0 in December on the back of slower growth in business activity and new work.

ECONOMICS, PMIS - 09.02.2021

UAE: A mixed bag of data in January

The data released this month supports our view of a 6.9 percent contraction in 2020, but there is reason for optimism.

ECONOMICS, GCC MACRO - 21.01.2021

Dubai Property: Transaction volumes recover

The Dubai property market has showed an improvement in Q4 2020 data, compared to the previous quarter, however both sales and transactions remain lower than a year earlier.

ECONOMICS, SECTOR ECONOMICS - 18.01.2021

 

Dubai PMI moves back into expansion territory in December

The Dubai PMI rose to 51.0 in December 2020.

PMIS, ECONOMICS - 11.01.2021

Dubai Tourism: Green shoots

An update on the latest visitor numbers and hotel occupancy figures for Dubai.

ECONOMICS, TOURISM - 05.01.2021

Dubai 2021 budget and GDP estimates

Dubai approves AED 57.1bn budget for 2021 and estimates growth at 4 percent.

ECONOMICS, GCC MACRO - 27.12.2020

Dubai PMI slips to 49.9 in October

Business optimism at series low of 50.6.

PMIS, ECONOMICS - 09.11.2020

 
 

MARKETS

Oil at 100: No.

Spare capacity remains ample amid demand still in recovery mode

MARKETS, COMMODITIES - 02.03.2021

Emerging markets at risk of higher US yields

EM currencies have been resilient so far in face of rising UST yields

MARKETS, EMERGING MARKETS - 22.02.2021

MONTHLY INSIGHTS

Monthly Insights: February 2021
23.02.2021

Monthly Insights: January 2021
17.01.2021

Monthly Insights - November 2020
25.11.2020

Monthly Insights - October 2020
15.10.2020

 

Stock take

Measuring oil inventories against demand, not long-run averages, provides better indications of conditions in the market.

MARKETS, COMMODITIES - 26.01.2021

IEA lowers demand forecasts

OPEC has room to gain market share in 2021.

MARKETS, COMMODITIES - 19.01.2021

Monthly Insights: January 2021

A round-up of our key research insights and forecasts this month.

ECONOMICS, MARKETS - 17.01.2021

Gold prices stumble to start 2021

Rising yields and vaccine optimism weigh against precious metals in the near term.

MARKETS, COMMODITIES - 11.01.2021

Read more on Markets

 


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