Articles & Analysis

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from the Region

In-depth analysis, expert opinions, and exclusive reports from the region’s leading analysts.

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على المكشوف… من غير مُسكّن
Gold and Metal

أسعار الذهب ٢٠٢٦: اللي بيطبع الدولار… بيشتري الذهب

Bassem Kadry · 8d ago · 2 min
01

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على المكشوف… من غير مُسكّن
Gold and Metal

أسعار الذهب ٢٠٢٦: اللي بيطبع الدولار… بيشتري الذهب

الذهب كسر ٤٤٠٠ دولار، الأمريكان بيبيعوا والبنوك المركزية بتشتري بأكبر كمية في التاريخ. حد فيهم غلطان… مين اللي شايف حاجة الباقي مش شايفها؟

Bassem Kadry
8d ago · 2 min
على المكشوف… من غير مُسكّن
Central Bank Research

Tax Sukuk… A Brilliant Idea, But Let's Hope We Aren't Spending Tomorrow's Taxes Today

Egypt is studying a new financing instrument called Tax Sukuk: taxpayers pay tomorrow's taxes today in exchange for a yield. The article explains why the idea is genuinely clever, and why its very cleverness is the source of concern: because we are not creating new revenue, we are pulling future money to spend today. If the proceeds go toward productive projects that expand the tax base, this is r

Bassem Kadry
13d ago · 5 min
Renewable Energy

Why the Energy Grid — Not Generation — Is the Real Bottleneck

Building solar and wind is the easy part. Moving that power is where the transition stalls.

Adam Fares
31d ago · 1 min
Stocks and Exchanges

Why Equity Markets Keep Shrugging Off Bad News

Investors have grown accustomed to treating weak economic data as good news for markets — a pattern that works until, suddenly, it doesn't.

Adam Fares
33d ago · 1 min
cybersecurity

The Cybersecurity Talent Gap Is Becoming a Board-Level Risk

As attacks grow more sophisticated, a persistent shortage of skilled defenders is forcing companies to rethink security as a strategic, not just technical, problem.

Adam Fares
33d ago · 1 min
Cryptocurrencies and Crypto

Stablecoins Are Quietly Becoming Financial Infrastructure, Not Just Trading Chips

Once used mainly to move between crypto trades, stablecoins are increasingly settling real cross-border payments — raising questions regulators are only beginning to answer.

Adam Fares
33d ago · 1 min
Arab Affairs

Regional Trade Corridors Are Redrawing the Map of Economic Influence

A wave of new logistics and transport corridors is quietly reshaping which economies gain leverage in a fragmenting global trade order.

Adam Fares
33d ago · 1 min
Renewable Energy

The Grid Is Becoming the Real Bottleneck for the Energy Transition

Solar and wind capacity keeps getting cheaper to build — but connecting it to an aging grid has become the slowest, most expensive part of the transition.

Adam Fares
33d ago · 1 min
Central Banks

Why Central Banks Are Struggling to Read Their Own Models

The economic forecasting models guiding interest-rate decisions were built for a world of stable supply chains — a world that increasingly no longer exists.

Adam Fares
33d ago · 1 min
ai

The Quiet Consolidation of the AI Cloud Market

Behind the headline-grabbing model releases, a handful of cloud providers are quietly cornering the infrastructure layer every AI company depends on — and the terms of that dependency are tightening.

Adam Fares
33d ago · 1 min
ai

The Quiet Race to Build the Gulf's AI Data Center Capacity

While global attention stays fixed on chip export rules, three Gulf states have quietly committed over $40 billion combined to data center capacity built specifically for AI workloads.

Adam Fares
33d ago · 1 min