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Databanks
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Argentina databank Oct 28 -
Brazil Economics databank Sep 15
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Central America databank Oct 29
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Chile databank Oct 29
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China databank Mar 21
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India databank Jun 26
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Panama databank Jul 17
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Peru databank Sep 29
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Philippines databank Oct 8
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Poland databank Sep 29
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Russia Economics databank Oct 16
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Turkey databank Oct 27
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Ukraine databank Aug 15
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NEWS FLASH
UPCOMING WEBINAR - NAVIGATING AN OIL GLUT: FISCAL AND RATING RISKS FOR ...
COUNTRY INSIGHTS
GULF WEEKLY: Most cut rates, Saudi deficit widens but GDP accelerates, Saudi AI and renewables deals signed, UAE budget expands
GULF COUNTRIES · Report · 31 Oct 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil eased to $64 as the market waits on OPEC+ and signs of the impact of Russia sanctions. * Gulf states mirrored the Fed’s rate cut, bar Kuwait, which has the lowest rate and a basket peg. * The GCC-UK FTA is expected to...
GULF WEEKLY: Oil rebounds on Russian sanctions, US & Qatar warn EU over LNG, Kuwait portfolio flows spike in Q2
GULF COUNTRIES · Report · 24 Oct 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil has rebounded to nearly $67 as a result of new US and EU sanctions on Russia. * The IMF hiked its GCC oil GDP growth forecast for 2025 to 4.2% and for non-oil to 3.8%. * Saudi gigaproject awards so far this year have ...
GULF WEEKLY: Oil at a 5-year low, Dubai's strong H1 fiscal surplus, Gaza ceasefire holds
GULF COUNTRIES · Report · 17 Oct 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil had its worst week since 2020, touching $60 amidst oversupply and demand concerns. * OPEC still sees a balanced market in 2026, whereas the IEA forecasts nearly 4m b/d of oversupply. * The IMF revised up growth foreca...
GULF WEEKLY: OPEC+ hikes by less than expected, US approves AI chips exports, Trump’s Gaza ceasefire begins
GULF COUNTRIES · Report · 10 Oct 2025 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC+ hiked production for November by 137k b/d, less than had been expected by the market. * There was a record $80bn in sukuk issuance in Q3, much of it from the GCC. * Saudi Arabia’s PMI rebounded in September, and its...
GULF WEEKLY: Saudi revises up deficit projection, Kuwait and Bahrain issue bonds, Trump announces Gaza plan and pledges to defend Qatar
GULF COUNTRIES · Report · 03 Oct 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Brent crude dropped by -9% to $64, a four-month low, as another OPEC+ hike is expected. * Saudi Arabia estimates its fiscal deficit will be -5.3% of GDP this year, more than double the budget. * Its fiscal projections see...
BAHRAIN: Deficit expands in H1 ahead of sukuk issuance
GULF COUNTRIES · In Brief · 30 Sep 2025
It's a busy time for Gulf sovereign bond issuance, with $3bn from Abu Dhabi last week, $11.25bn from Kuwait today (see this note) and another UAE emirate expected to issue soon. Next up is Bahrain, with its second issuance of the year, following its $2.5bn bond/sukuk in May. There is some importa...
KUWAIT markets its first dollar bonds since 2017
GULF COUNTRIES · Report · 29 Sep 2025
As Kuwait sells its first Eurobonds since 2017, we review its prospectus and recent fiscal trends. The prospectus, unfortunately, has no new data and does not provide clarification on key topics such as the size of the General Reserve Fund. However, investors may not worry too much about the lack...
GULF WEEKLY: Abu Dhabi bonds, Riyadh rents frozen, Qatar & Oman GDP, UK & France recognize Palestine
GULF COUNTRIES · Report · 26 Sep 2025
A skimmable summary overlaid with our analysis and links. Headlines: *Brent rebounded to $70 on concerns about Russian exports, amidst Ukrainian drone strikes. *Gulf leaders addressed the UN and discussed a new US Gaza plan with Trump. *Ten more countries, including the UK and France, recogn...
GULF WEEKLY: All mirror Fed cuts, Saudi revises inflation basket, Kuwait's population declines
GULF COUNTRIES · Report · 19 Sep 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Gulf central banks all mirrored the US’s -25bp interest rate cut. * The IEA warned that annual field decline is higher than previously estimated, about -5.5m b/d. * Saudi Arabia revised its inflation basket, lifting the w...
GULF WEEKLY: Allies rally around Qatar, OPEC+ hikes production, UAE posts H1 fiscal surplus
GULF COUNTRIES · Report · 12 Sep 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil rose despite the decision by OPEC+ to begin tapering the May 2023 voluntary cuts. * Revised compensation plans from Kazakhstan postpone its cuts for overproduction until 2026. * An IMF study found that FDI in the GCC ...
QATAR: Israeli airstrike on Hamas villa in Doha
GULF COUNTRIES · In Brief · 09 Sep 2025
UPDATE: A Qatari security officer was killed. This significantly increases the stakes. Meanwhile, although some Hamas members were killed, the senior leaders were not. At about 4pm local time today, an Israeli airstrike targeted the residence of Hamas's political office in the West Bay Lagoon nei...
GULF WEEKLY: KSA and Bahrain issue sukuk, MBS and MBZ meet, the UAE speaks out against West Bank annexation
GULF COUNTRIES · Report · 05 Sep 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil dipped to $65 on rumors that OPEC+ may hike production again at a meeting on Sunday. * The Saudi and Emirati leaders, MBS and MBZ, met in Riyadh to discuss Palestine and bilateral relations. * Trump has offered NY may...
GULF WEEKLY: Kuwait capex cuts narrowed the deficit, UAE plans free trade partnership, UN sanctions on Iran to snap back
GULF COUNTRIES · Report · 29 Aug 2025 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * European countries started the process of implementing “snapback” UN sanctions on Iran. * Saudi banks sold $2.25bn in 10-year Tier 2 bonds, one of them green. * Humain broke ground on its first data centers and launched a...
GULF WEEKLY: Saudi Arabia may pass on the 2029 Asian Winter games, Oman’s deficit continues in Q2, Bahrain awards shale exploration concession
GULF COUNTRIES · Report · 22 Aug 2025
A skimmable summary overlaid with our analysis and links. Headlines: * The UAE and Saudi Arabia ranked top, after the US, in a global index of AI compute resources. * Chinese computer firm Lenovo is the latest to announce plans for a Regional HQ in Riyadh. * Saudi Arabia may transfer hosting...
GULF WEEKLY: Dubai’s Q1 GDP ahead of Bahrain's, $11bn Jafurah deal, PIF’s assets pass $0.9trn
GULF COUNTRIES · Report · 15 Aug 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil awaited the Trump-Putin meeting. A global plastics treaty, which threatened demand, collapsed. * The UAE retained top place globally in greenfield FDI attractiveness; Bahrain and Qatar improved. * Saudi manufacturing ...