Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
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The Rot Deepens in Saudi Arabia, Threatening the Efficacy of the Trump-MbS Alliance
The gruesome Jamal Khashoggi murder -- allegedly perpetrated inside the Saudi consulate in Istanbul (Turkey) by 15 Saudi special agents, at least 4...
405 Views
Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
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Saudi Equities: Princely Prospects
The Saudi stock market is on the cusp of attracting investor attention as improving domestic fundamentals align with market liberalization and...
485 Views
Saudi Arabia: A Corruption Crackdown Presents a Buying Opportunity
The recent power struggle in Saudi Arabia triggered a bond sell-off in the Kingdom’s sovereign bonds. We believe that the sell-off has been...
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