Large government budget deficits suggest that sovereign debt could rise by a third by 2028 to approach $130 trillion
global economic growth
Latest in global economic growth
BRICS
Expanding the BRICS group is a compelling opportunity for growth and cooperation
The rationale for expanding the current BRICS membership is clear
GCC economic growth
The good, the bad, and the strange
Global growth is stronger than expected, but there is a price attached to it: more monetary tightening in the West. As top-down factors are clearly in the driving seat, most asset classes took note… with nuances.
European Central Bank
Our notebook on a hectic quarter
Crucial central bank meetings, an avalanche of economic data and corporate earnings, major political events in China and the US, and even another crypto shock: the first half of 2022’s last quarter is epic, but markets are so far resilient
economic outlook
Back-to-school anxiety plagues global markets but silver linings remain
After a positive start to the summer, all asset classes are back in the red, with serious concerns affecting each of them. The worst is certainly not priced-in but it’s also never certain; we are cautious but less pessimistic than most for the medium-term
global economic growth
IMF slashes global growth outlook, warns of ‘gloomy and more uncertain’ economy
The Washington-based lender urged policymakers to prioritise addressing inflation, even as tighter monetary policy could have real economic costs
Asset Management
Why are real assets the key to investors’ survival?
Historically, real assets have indeed outperformed cash and bonds during elevated, but contained, periods of inflation
Commodities
Rising food and fuel prices: What does it mean for markets?
Oil and petrochemical products are significant components of the agricultural fertiliser industry, and Brent crude oil has gained 60 percent so far this year
global economic growth
Global economic growth forecasts slashed for 2019 and 2020
Organisation for Economic Co-operation and Development says escalating trade tensions are eroding global growth prospects
Bank of America Merrill Lynch
BofA inverted-Yield report sounds alarm for Saudi, African debt
Bank of America Merrill Lynch Global Research said Saudi Arabia would require the largest adjustment to steady its debt
Airbus
Emirates airline to review fleet amid slowing global economy
Emirates president Tim Clark sees ‘signs of diminishing demand’ amid growing trade tensions
China economy
US-China deal to be ‘much tougher’ in 2nd term, says Trump
US President Donald Trump warns Beijing not to drag its feet in trade negotiations
commodity trader
Oil leaps most this year as tariff delay eases fears
Futures surged 4.7% in London on Tuesday, settling above $61 a barrel for the first time in more than a week
global economic growth
Trump targets China with tariffs on $300bn in goods
US President Donald Trump’s move prompts Beijing to warn it was the wrong way to resolve the trade war
Business confidence in UAE
UAE investors named most optimistic in the world – survey
High net worth investors and business owners in the UAE are most confident about local and global economy
global economic growth
IMF warns US-China trade war will ‘jeopardise’ 2019 global growth
IMF says economic damage will be even worse if Trump goes through with the threat to impose steep tariffs on all goods imported from China
global economic growth
OECD cuts global growth forecast as US-China tensions rise
Organisation for Economic Co-operation and Development says governments must act urgently to reinvigorate growth