The unthinkable has finally happened in a secretive central bank’s digital ledger in the heart of Beirut. The rating agency Fitch predicts imminent default on Lebanon’s sovereign...
About Matein Khalid
The Macro View
Triumph, tragedy and trauma in the Arab capital markets!
It was the best of times, it was the worst of times. Charles Dickens’s chronicle about Paris and London at the time of the French Revolution in the 1790’s captures my feelings...
The Macro View
The bullish case for $1650 an ounce gold by mid 2020
I have been thinking a lot about the James Bond villain Auric Goldfinger in 2019 – and why not? Spot gold has generated a stellar 17% profit in 2019 to date, despite King Dollar,...
The Macro View
Risk, ruin and leveraged madness for the Arabian Gulf’s bond investors.
I was a tad unnerved by the thousands of views and hundreds of responses to my article that “This crazy bull market will crash and die in 2020”. Guess what? The Dow is down 700...
The Macro View
The Saudi Aramco IPO and Brent crude oil prices will fly in December!
November was a beautiful month for bulls on the North Sea Brent futures contracts traded on the London IPE and Chicago Merc. After all, Brent crude surged from $58 in late...
The Macro View
The UK election and an anatomy of the coming sterling crisis!
Trading sterling based on the eccentricities of UK polling data has been historically a mug’s game – an existential reality magnified by the traumatic fall in cable after the...