market pulse
January 16, 2014
JANUARY 2014 NEWSLETTER

Investment in time of less accommodative monetary policy
Macro Optimism… between hope and facts
MENA… bullish but better to be selective

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December 5, 2013
DECEMBER 2013 NEWSLETTER

Asset Classes… Mixed Behavior and Regime Shift
Macro Data… Awaiting the US Jobs Report
MENA… A region in the Remaking

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November 7, 2013
NOVEMBER 2013 NEWSLETTER

Advanced Vs. Emerging Economies…A Dichotomy
Global macro indicators… Glimmers of hope
Few words on commodities
MENA…It is all about Saudi Arabia

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October 9, 2013
OCTOBER 2013 NEWSLETTER

Why the US fiscal deadlock is worrying?
Global macro… a mixed bag of data releases
MENA… A political relief despite continuous turmoil

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September 10, 2013
SEPTEMBER 2013 NEWSLETTER

Global macro indicators… Glimmers of hope
A paradigm shift as central banks exit…. Rising borrowing cost and falling liquidity
Rising oil prices to dent private consumption
MENA… Pray for peace

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August 6, 2013
AUGUST 2013 NEWSLETTER

Global central banks; a divorce story…. Interest rates volatility & the north/south divide is back in equities
Key global macro indicators improving gradually on the hope China to stabilize
Few words on commodities
MENA… A look on Saudi Arabia Q2 2013 earnings releases

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July 9, 2013
JULY 2013 NEWSLETTER

Fed tapering… China tightening… Are we going to lose the support of Central Banks from Washington to Tokyo?
Noisy repercussions of monetary stimulus withdrawal… Turbulence across asset classes
Easing uncertainty at what price?… Is the yield curve steepness justified by economic data?
MENA… Political turmoil is again front pages news

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June 6, 2013
JUNE 2013 NEWSLETTER

Why we raised our cash holdings after the FED game changer surprise?
Why the credit market is keeping us nervous?
Why the commodity markets continue to worry us?
Economic growth should be strong to reverse concerns
MENA… so far stock markets performance is decoupled from global markets

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May 9, 2013
MAY 2013 NEWSLETTER

Central Banks are opening the floodgates… “Vive the Ultra Loose Monetary Policy”
Sovereign yield curves a tale of two signals…
Key global macro indicators… Few green shoots that need confirmation
Commodities… What are prices telling us?
MENA… Is there a possible solution for the Syrian crisis in the horizon?!

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