THE EDGE INSIGHTS
Latest Economic Insights
Independent economic analysis and market intelligence on regional and global trends.
Goldman Sachs Pushes Fed Rate Cut Forecast to 2027 as Strong Jobs Data Reinforces Higher-for-Longer Outlook
Goldman Sachs has revised its U.S. monetary policy outlook again, pushing its expected Federal Reserve rate cuts into 2027 after stronger-than-expected labor…
Read more →
Gold Posts Sharp Weekly Drop as Rate Fears Pressure Bullion Despite Central Bank Buying
Gold ended the first week of June under heavy pressure, recording one of its sharpest weekly declines in months as investors reassessed…
Read more →
ECB Poised for First Rate Hike Among Major Western Central Banks as Inflation Risks Re-Emerge
The European Central Bank is expected to raise interest rates at its June 10 to 11 policy meeting, marking a significant shift…
Read more →
Alphabet’s $85 Billion Capital Raise Signals a New Phase in the AI Infrastructure Race
Technology Giant Expands Funding Plans as Demand for Artificial Intelligence Infrastructure Accelerates Alphabet, the parent company of Google, is undertaking one of…
Read more →
Google’s $30 Billion AI Infrastructure Deal with SpaceX Highlights the Growing Race for Computing Power
Google has signed one of the largest recently disclosed artificial intelligence infrastructure agreements, committing to pay approximately $920 million per month to…
Read more →
Strong US Jobs Report Revives Market Bets on a Fed Rate Hike
US financial markets sharply repriced the Federal Reserve outlook after the May jobs report showed stronger than expected hiring, pushing Treasury yields…
Read more →
SpaceX Prepares What Could Be the Largest IPO in History
SpaceX is preparing what could become the largest initial public offering in history, with the proposed transaction expected to raise around USD…
Read more →
Building Materials Enter Uneven Price Cycle as Steel Weakness Meets Energy Cost Pressure
Iron ore trades near USD 103/t after a 4% monthly drop as Chinese property investment fell 13.7% YoY and global crude steel…
Read more →
Orascom Linked Otrovato Platform Targets Egypt Kenya Trade Growth in 2027
Orascom Investment Holding’s O Trade and Logistics is preparing to launch Otrovato — a B2B trade platform connecting Egyptian suppliers with East…
Read more →
Bahrain Tests Investor Appetite for GCC Sovereign Debt Amid Regional Uncertainty
Bahrain markets a new 10-year U.S. dollar sovereign bond at a yield near 7.5%, testing investor appetite for GCC credit. The transaction…
Read more →
Egypt Faces Index Reclassification Risk as Market Accessibility Remains Under Review
S&P DJI is consulting on reclassifying Egypt from Emerging to Frontier Market, with any change due at the September 2027 reconstitution. FTSE…
Read more →
Why the Ruble Has Strengthened Despite Sanctions and War
The Russian ruble has strengthened to around RUB 71.55/USD as of 2 June 2026. The move reflects higher commodity inflows, a 14.50%…
Read more →Most Read
- The Week Ahead: The Federal Reserve Decides on 29 July, US Growth and Inflation Data Land, and the Megacap Technology Earnings Peak
- Commodities Wrap 1 July: Precious Metals Rebound as Oil Drops Below US$70
- Market Wrap US-Europe 2 July: Dow Hits a Record and Europe Rallies as Soft US Jobs Data Reset Rate Expectations
- Market Wrap US-Europe 30 June: Wall Street Extends Gains and Europe Rises to Close the First Half
- Market Wrap US-Europe 1 July: Wall Street and Europe Slip to Start the Second Half as Warsh Keeps a Firm Line on Inflation