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ENG Market Strategy MENA ENG Oil United States

Market Focus: Why there is no end in sight for the oil war

A temporary production reduction agreement under current conditions is not necessarily in the interest of all stakeholders in the global oil industry
This deal will not solve the huge oversupply that is currently still building-up
The oil war is not due to misunderstandings or ego plays but to the intrinsically different strategies and motives of the key players at hand.
For all these reasons, an OPEC ++ coalition cannot not be sustained over time and its impact on oil prices is likely to be marginal and disappointing.

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Market Strategy Oil Video ENG

Market Focus: Will OPEC++ stabilise the oil market ?

Will a compromise between OPEC (KSA), Russia and the United States stabilise the oil market? Interview on RT.com and further analysis

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ENG Market Strategy MENA ENG Oil Russia & FSU United States

Market Focus: Is Saudi Arabia’s “oil put” strategy reasonable ?

Alexandre Kateb was interviewed on RT International about Saudi Arabia’s “oil put” strategy following the Kingdom’s decision to flood the market with cheap oil in order to squeeze the other major oil producers.

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ENG Market Strategy Oil

Market Focus: Oil market situation and outlook

The International Energy Agency, which is the OECD’s Energy watchdog, has just released its Oil Report for March 2020. This release coincides with the worst fallout in oil prices in a single day in decades. This new monthly edition of the IEA’s flagship publication comes amid increasingly gloomy prospects for the world economy, amid a seemingly irrepressible spread of the coronavirus pandemic.

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ENG Market Strategy MENA ENG Oil

Market Focus: OPEC+ Meeting in Vienna

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Bonds Economy ENG Macro Analysis MENA ENG

Macro focus Lebanon’s debt mechanics backfire (Interview)

Economist Alexandre Kateb explains how the state has had to go into debt over the last thirty years, via its central bank, to attract foreign capital. Since trust has been broken, the banking system has been beset by numerous requests to withdraw money.
Consultant and specialist in the Arab world, Alexandre Kateb is a lecturer at Sciences-Po.

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Bonds Economy ENG Latin America Market Strategy

Market Focus: Argentina’s upcoming sovereign debt restructuring

Once again, Argentina is embarked on a complicated debt restructuring process. This post exposes some key facts and figure and makes some observations from the macro and legal perspectives.

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Currencies ENG Market Strategy

FX: Which countries are dumping the dollar and why? (RT.com)

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Bonds Economy ENG European Union Eurozone Macro Analysis Sovereign Bonds

Macro focus: The Italian conundrum and the way forward

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Currencies Economy ENG Eurozone Japan United States Video ENG

Interview on the situation in the euro zone and the outlook for the major currencies

Interview on the situation in the euro zone and the outlook for the major currencies