Middle East & North Africa Chart Pack All eyes on how far Egyptian pound will fall Although Egypt’s constitutional crisis has eased, the currency is now presenting a fresh cause for concern. Our central view remains that Egypt will secure an IMF deal which, combined with a return of... 24th January 2013 · 1 min read
Middle East & North Africa Economics Update The 'Arab Spring' - two years on Two years have passed since the start of the ‘Arab Spring’ and the economic progress that many hoped for at the time still hasn’t materialised. But while the transition process is likely to remain... 21st January 2013 · 1 min read
Middle East & North Africa Chart Pack Constitutional crisis keeps Egypt in the headlines Egypt’s constitutional crisis continues to cast a dark shadow over the economy. Admittedly, the vote on the new draft constitution passed off more smoothly than might have been expected. But the... 19th December 2012 · 1 min read
Middle East & North Africa Economic Outlook A region of two halves The Middle East remains a region of two halves. On the one hand, the Gulf economies are in good shape and look well placed to weather what is likely to be a challenging year ahead for the world... 17th December 2012 · 1 min read
Middle East & North Africa Economics Update Gulf overheating fears fail to materialise The massive fiscal stimulus packages unveiled by Gulf economies in the wake of the Arab Spring raised fears at the time that they would lead to economic overheating and rising inflation. Fortunately... 4th December 2012 · 1 min read
Middle East & North Africa Economics Update Middle East Markets Monitor (Nov.) Egyptian financial markets have been battered this month amid a deepening constitutional crisis. 29th November 2012 · 1 min read
Middle East & North Africa Chart Pack Egypt: two steps forward, one step back It’s been a mixed month for Egypt’s post-revolution economy. The good news is that a $4.8bn programme with the IMF has been agreed at a staff level, paving the way for formal approval by the Fund’s... 26th November 2012 · 1 min read
Middle East & North Africa Economics Update Middle East Markets Monitor (Oct.) The arrival of an IMF delegation in Egypt and hopes that a deal will soon be concluded have supported the local equity and bond markets over the past few months. Yet, this isn’t the first time that a... 31st October 2012 · 1 min read
Middle East & North Africa Chart Pack Inflationary pressures easing in the Gulf Recent activity data provide further evidence that the Gulf economies are slowing. The good news is that inflationary pressures are easing at the same time. This will boost households’ real incomes... 25th October 2012 · 1 min read
Middle East & North Africa Economics Update Middle East Markets Monitor (Sep.) The combination of an improvement in political conditions and rising hopes of an IMF deal has boosted bond and equity markets in Egypt. But at the same time, the return of foreign investors will... 28th September 2012 · 1 min read
Middle East & North Africa Chart Pack Gulf growth starts to slow Political conditions in Egypt have continued to improve in recent months, but the real economy is still struggling. Industrial production has stagnated and strains in the balance of payments persist... 26th September 2012 · 1 min read
Middle East & North Africa Economics Update Middle East Markets Monitor (Aug.) On the back of ample liquidity, scarce supply and low interest rates, highly-rated bond markets in the oil-rich Gulf should continue to outperform other Middle Eastern assets in the coming months... 30th August 2012 · 1 min read
Middle East & North Africa Chart Pack IMF comes to the rescue Concerns over the balance of payments positions of some of the resource-poor Arab countries have faded as Morocco and Jordan have secured funding from the IMF. The recent surge in global agricultural... 29th August 2012 · 1 min read
Middle East & North Africa Chart Pack Price pressures have eased across the Middle East Inflation pressures are easing in most countries in the Middle East and North Africa region. The drop in global commodity prices has led to a fall in food price inflation across the region. Meanwhile... 19th July 2012 · 1 min read
Middle East & North Africa Economics Focus Oil-poor countries could still outperform in the long term The economic prospects for some of the resource-poor Arab countries are brighter than their current conditions suggest. Although political transitions are proving difficult, we still think that they... 28th June 2012 · 1 min read
Middle East & North Africa Chart Pack Oil prices in freefall Fears for the health of the global economy have sent Brent crude prices down by more than $30 per barrel in the past month, raising fresh concerns over the sustainability of the recent fiscal packages... 22nd June 2012 · 1 min read