10 October 2026 · 12:02 Cairo
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Research editions
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10 October 2026 · 12:01 Cairo
Research Digest — 2026-10-08
10 October 2026 · 12:00 Cairo
Research Digest — 2026-10-07
9 October 2026 · 16:00 Cairo
Research Digest — last 24h
9 October 2026 · 12:30 Cairo
Research Digest — last 24h
8 October 2026 · 16:00 Cairo
Research Digest — last 24h
8 October 2026 · 12:30 Cairo
Research Digest — last 24h
7 October 2026 · 16:00 Cairo
Research Digest — last 24h
7 October 2026 · 12:30 Cairo
Research Digest — last 24h
6 October 2026 · 16:00 Cairo
Research Digest — last 24h
6 October 2026 · 11:58 Cairo
Research Digest — today (2026-10-06)
5 October 2026 · 19:02 Cairo
Research Digest — today (2026-10-05)
5 October 2026 · 16:00 Cairo
Research Digest — last 24h
5 October 2026 · 12:30 Cairo
Research Digest — last 24h
4 October 2026 · 02:46 Cairo
Research Digest — last 48h
4 October 2026 · 01:59 Cairo
Research Digest — last 48h
4 October 2026 · 01:01 Cairo
Research Digest — last 48h
4 October 2026 · 00:45 Cairo
Research Digest — last 48h
3 October 2026 · 15:28 Cairo
Research Digest — last 48h
3 October 2026 · 12:07 Cairo
Research Digest — 2026-10-01
3 October 2026 · 12:05 Cairo
Research Digest — 2026-09-30
3 October 2026 · 12:02 Cairo
Research Digest — 2026-09-29
3 October 2026 · 12:00 Cairo
Research Digest — 2026-09-28
2 October 2026 · 16:00 Cairo
Research Digest — last 24h
2 October 2026 · 12:30 Cairo
Research Digest — last 24h
1 October 2026 · 16:00 Cairo
Research Digest — last 24h
1 October 2026 · 12:30 Cairo
Research Digest — last 24h
30 September 2026 · 16:00 Cairo
Research Digest — last 24h
30 September 2026 · 12:30 Cairo
Research Digest — last 24h
29 September 2026 · 16:00 Cairo
Research Digest — last 24h
29 September 2026 · 12:30 Cairo
Research Digest — last 24h
28 September 2026 · 17:00 Cairo
Research Digest — last 24h
28 September 2026 · 12:30 Cairo
Research Digest — last 24h
26 September 2026 · 12:04 Cairo
Research Digest — 2026-09-24
26 September 2026 · 12:03 Cairo
Research Digest — 2026-09-23
26 September 2026 · 12:01 Cairo
Research Digest — 2026-09-22
26 September 2026 · 12:00 Cairo
Research Digest — 2026-09-21
25 September 2026 · 20:17 Cairo
Research Digest — today (2026-09-25)
25 September 2026 · 16:00 Cairo
Research Digest — last 24h
25 September 2026 · 12:30 Cairo
Research Digest — last 24h
24 September 2026 · 16:00 Cairo
Research Digest — last 24h
24 September 2026 · 12:30 Cairo
Research Digest — last 24h
23 September 2026 · 16:00 Cairo
Research Digest — last 24h
23 September 2026 · 12:30 Cairo
Research Digest — last 24h
22 September 2026 · 17:00 Cairo
Research Digest — last 24h
22 September 2026 · 12:30 Cairo
Research Digest — last 24h
21 September 2026 · 12:30 Cairo
Research Digest — last 24h
19 September 2026 · 12:04 Cairo
Research Digest — 2026-09-18
19 September 2026 · 12:02 Cairo
Research Digest — 2026-09-16
18 September 2026 · 16:00 Cairo
Research Digest — last 24h
18 September 2026 · 12:30 Cairo
Research Digest — last 24h
18 September 2026 · 02:58 Cairo
Research Digest — 2026-09-17
17 September 2026 · 16:00 Cairo
Research Digest — last 24h
17 September 2026 · 12:30 Cairo
Research Digest — last 24h
16 September 2026 · 16:00 Cairo
Research Digest — last 24h
16 September 2026 · 12:30 Cairo
Research Digest — last 24h
15 September 2026 · 23:12 Cairo
Research Digest — today (2026-09-15)
15 September 2026 · 16:00 Cairo
Research Digest — last 24h
15 September 2026 · 12:30 Cairo
Research Digest — last 24h
14 September 2026 · 23:38 Cairo
Research Digest — today (2026-09-14)
12 September 2026 · 17:00 Cairo
Research Digest — last 24h
12 September 2026 · 13:25 Cairo
Research Digest — 2026-09-09
12 September 2026 · 13:21 Cairo
Research Digest — 2026-09-08
11 September 2026 · 21:30 Cairo
Research Digest — today (2026-09-11)
11 September 2026 · 16:00 Cairo
Research Digest — last 24h
11 September 2026 · 12:30 Cairo
Research Digest — last 24h
10 September 2026 · 18:39 Cairo
Research Digest — today (2026-09-10)
10 September 2026 · 17:39 Cairo
Research Digest — today (2026-09-10)
10 September 2026 · 17:00 Cairo
Research Digest — last 24h
7 September 2026 · 17:00 Cairo
Research — 7 September 2026
BofA's 'What if the Fed hikes in September' is the decision-relevant read: it quantifies the gap between market pricing (~15bps for September, ~40bps below the desk's 75bps full-year hike path by December) and the economist base case, and maps the transmission into US 10-year real yields — the discount rate for global equities — with named sector losers (semis, personal & household goods, utilities).
5 September 2026 · 21:57 Cairo
Research — 5 September 2026
CIBC's NFP take is the pivotal print of the window — a 162K beat against a 55K consensus that reframes the September FOMC debate from 'hold unless CPI is hot' toward genuine two-sided risk, just as JPM moves tactically cautious/neutral.
5 September 2026 · 21:54 Cairo
Research — 5 September 2026
Natixis's 'Who will stop the bond sell off, please?' frames the sharpest risk in the packet: $628bn of net Q4 Treasury absorption, eurozone/UK QT and a wall of issuance against fading price-insensitive buyers — versus DB and JPM who argue yields are normalizing while quantity-based financial conditions stay supportive. This disagreement defines the risk regime for everything else.
5 September 2026 · 21:52 Cairo
Research — 5 September 2026
GS rates strategy calls this selloff 'fundamental, not fragile' — bond demand is cyclically weak just as supply hits historic levels — but concedes yields may prove too high if Hormuz reopens and growth softens, with 30-40bp of downside across benchmarks (70bp in the UK).
5 September 2026 · 21:49 Cairo
Research — 5 September 2026
BNY's Warsh's hawk talk is the single most decision-relevant piece: it quantifies the pricing (~2/3 probability of a September hike, ~2.5 hikes total) and makes the neutral-rate argument that one hike may be enough — the key open question for rates and dollar positioning after the September 16 meeting.
5 September 2026 · 21:46 Cairo
Research — 5 September 2026
GS's read on Warsh's hawkish debut is the cleanest single document: it captures the speech, the conditionality (August CPI/PPI decide September), and the house view that the Fed still holds — exactly the tension the market must resolve with Friday's payrolls and September 11 CPI.
5 September 2026 · 17:00 Cairo
Research Digest — last 24h
4 September 2026 · 17:00 Cairo
Research Digest — last 24h
4 September 2026 · 12:30 Cairo
Research Digest — last 24h
3 September 2026 · 23:33 Cairo
Research Digest — today (2026-09-03)
3 September 2026 · 17:00 Cairo
Research Digest — last 24h
3 September 2026 · 12:30 Cairo
Research Digest — last 24h
2 September 2026 · 12:30 Cairo
Research Digest — last 24h
1 September 2026 · 17:00 Cairo
Research Digest — last 24h
1 September 2026 · 12:30 Cairo
Research Digest — last 24h
31 August 2026 · 16:12 Cairo
Research Digest — last 24h
28 August 2026 · 17:20 Cairo
Research — 28 August 2026
28 August 2026 · 16:05 Cairo
Research — 28 August 2026
28 August 2026 · 11:52 Cairo
Research — 28 August 2026
28 August 2026 · 01:59 Cairo
Research — 28 August 2026
27 August 2026 · 17:06 Cairo
Research — 27 August 2026
TS Lombard's read on the Bessent buyback and Warsh's bind: the Treasury has removed the Fed's option of letting the long end tighten conditions, leaving a steeper curve and a wobbling equity market on tap.
26 August 2026 · 15:48 Cairo
Research — 26 August 2026
Goldman Sachs revises BoJ call to a September hike, MUFG shows market pricing at 85% probability, and UBS flags long-end Treasury breakout risks.
25 August 2026 · 11:52 Cairo
Research — 25 August 2026
Jackson Hole preview: Chair Warsh may choose between a big-picture speech or a traditional setup for upcoming action, with inflation still elevated and three dissents at the July FOMC.
24 August 2026 · 20:37 Cairo
Research — 24 August 2026
Treasury's surprise doubling of long-end buybacks is a signal, not a solution. Morgan Stanley sees it as a stopgap until the November refunding, while Goldman Sachs argues macro pressures will push the pressure elsewhere—likely into the dollar.
23 August 2026 · 20:53 Cairo
Research — 23 August 2026
The Treasury's buyback expansion initially sparked a rally, but the follow-through failed as markets questioned whether buybacks address underlying fiscal issues. Bessent's 'Treasury twist' framing did not convince, and 10-year yields reversed back to 4.7%.
23 August 2026 · 18:39 Cairo
Research — 23 August 2026
TS Lombard's 'Long EM Carry' argues that doubts about Fed Chair Warsh's commitment to hiking, softer US macro data, and the Treasury's low tolerance for higher yields support EM FX carry, adding a long basket of IDR, ZAR, HUF, BRL, MXN, COP, CLP vs USD.