Middle East & North Africa Economics Weekly Pressure on Egypt’s pound? Egyptian dollar bonds have performed particularly poorly this week, suggesting that the recent turmoil in EM financial markets exacerbated the slowdown in capital inflows to the country that was... 16th August 2018 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of crude oil jumped last week due to a surge in net imports, despite record demand from refineries. Even though consumption is strong at the minute, we expect a slowdown in US economic... 15th August 2018 · 1 min read
OPEC Watch OPEC Monthly Oil Market Report (July) The latest data show that Saudi Arabia still has plenty of room to increase production if it needed to offset falls in Iran and Venezuela. As such, the group’s production should continue to rise, at... 13th August 2018 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of crude oil slipped last week but there are signs that demand for products is faltering, reflected in the rise in gasoline stocks. Indeed, lower consumer demand in response to high... 8th August 2018 · 1 min read
Middle East & North Africa Economics Update Iran, sanctions and the implications for the rest of MENA The re-introduction of the first tranche of US sanctions on Iran, which came into force today, will result in a downturn in Iran’s economy but, as things stand, the economic impact on the rest of the... 7th August 2018 · 1 min read
Energy Chart Pack Trade tensions and growth fears weigh on oil prices Oil prices slumped in July as trade tensions rose, ports reopened in Libya and fears of a slowdown in global economic growth increased. However, the short end of the Brent futures curve moved into... 6th August 2018 · 1 min read
Emerging Markets Economics Update What’s behind the EM export slowdown? The recent slowdown in EM export volume growth has been driven by weaker demand from the euro-zone, as well as a number of idiosyncratic supply-side factors, notably a plunge in oil and agricultural... 6th August 2018 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of crude oil jumped last week due to a rebound in net imports. Admittedly, overall production slipped back a little, but this was due to a temporary disruption. Meanwhile, gasoline demand... 1st August 2018 · 1 min read
Commodities Chart Pack Prices wobble on demand concerns Commodity prices dropped in the first half of July, despite a slight depreciation of the US dollar. Concerns about trade tensions were the main reason behind the falls. Lower trade volumes would lead... 1st August 2018 · 1 min read
Energy Outlook Headwinds building for oil and coal prices Energy prices have generally risen over the past few months, despite an appreciating dollar. Strong demand and, in the case of oil, fears about disruptions to supply have boosted prices. However, we... 31st July 2018 · 1 min read
Commodities Outlook Trade woes to continue to weigh on prices Concerns about a possible downturn in demand are expected to remain a factor weighing on most commodity prices in the coming months. There are now clear signs that China’s economy has entered a softer... 30th July 2018 · 1 min read
US Economics Update Mining boost to economic growth no flash in the pan Unlike the pre-tariff spike in soybean exports, the near-100% annualised surge in mining structures investment in the second quarter, which accounted for 0.4% points of the 4.1% annualised gain in... 30th July 2018 · 1 min read
Emerging Europe Economic Outlook Regional growth set to slow further We expect GDP growth across Emerging Europe to slow by more than most expect over 2019-20 and monetary policy is set to be tightened further than is priced into markets. The important exception to... 26th July 2018 · 1 min read
Middle East & North Africa Economics Weekly Markets weather US-Iran tensions, Egypt seeks oil hedge Financial markets across the MENA region have shrugged off the latest escalation of tensions between the US and Iran, although we doubt that this resilience will last. Meanwhile, news that Egypt will... 26th July 2018 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of crude oil plunged last week due to a slump in net imports. Overall production was steady, but output in the shale regions continued to rise despite logistical constraints, which is... 25th July 2018 · 1 min read
Frontier Markets Wrap Weak balance sheets come into focus Market concerns over fragile balance sheets have forced policymakers in a number of frontier economies to take action over the past month. Strains in the balance of payments prompted the authorities... 25th July 2018 · 1 min read
