THE EDGE INSIGHTS
Latest Economic Insights
Independent economic analysis and market intelligence on regional and global trends.
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%…
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Egypt’s Natural Gas Sector Targets Recovery as New Drilling and Investment Momentum Builds
Egypt targets natural gas production of 6.6 bcf/d by 2027 from ~4.1 bcf/d. Shell resumed Mediterranean drilling, four new wells add 120…
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Gold Overtakes US Treasuries as Central Banks Rebalance Reserve Portfolios
Per the ECB June 2026 report, gold rose to 27% of official reserves at end-2025 vs 22% for US Treasuries and 15%…
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Boutiqaat IPO Plan Could Mark a Turning Point for Kuwait’s Digital Economy
Bloomberg reports Goldman Sachs is working on a potential IPO for Kuwaiti e-commerce platform Boutiqaat at a valuation above USD 1 billion,…
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Eurozone Inflation Breaches 3% for First Time Since 2023 as Energy Shock Complicates ECB Outlook
Eurozone CPI rose to 3.2% in May 2026, above the ECB target. Energy +10.9%, services 3.5%, core 2.5%. The ECB faces a…
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Egypt’s Debt Interest Bill Rises to EGP 2.02 Trillion in Ten Months Despite Narrower Fiscal Deficit
Egypt's interest payments rose 22% to EGP 2.020 trillion in 10 months of FY25/26, absorbing 54% of spending and 75.9% of revenues.…
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Strait of Hormuz Risk and GCC Oil Export Resilience
A Hormuz disruption is a resilience test, not a uniform shock. Oman has geographic flexibility, Saudi Arabia and the UAE have alternative…
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Egypt Raises Treasury Bond Issuance to EGP 123.4 Billion as High Yield Debt Demand Remains Strong
The Central Bank of Egypt reopened a May 2029 fixed-rate treasury bond, lifting total issuance to ~EGP 123.4bn at a 23.098% coupon…
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US Savings Erosion Raises Concerns as Spending Outpaces Income
The US personal saving rate fell to 2.6% in April, the lowest since 2022, with spending up 5.7% y/y vs income up…
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Kuwait Formalizes KIPIC Dissolution and Merger into KNPC
Kuwait dissolves KIPIC and merges it into KNPC by absorption. KNPC absorbs Al Zour refining, petrochemicals and LNG assets and raises capital…
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UAE Real GDP Growth Reaches 6.2% in 2025
The UAE real GDP grew 6.2% in 2025 to AED 1.9 trillion, with non-oil GDP up 6.8% to AED 1.5 trillion —…
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Asian Rice Prices Jump 20% as War and Weather Pressure Food Security
Asian rice prices reportedly surged around 20% in May, as war-related supply chain disruption and worsening weather risks pressured one of the…
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- 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