Newera

Notes from
the trading floor.

Market analysis, commentary and research from our trading desk and partners.

Research Reports

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Q3 2026 Global Macro Outlook
Gated

Q3 2026 Global Macro Outlook

Our 28-page deep dive into central bank trajectories, the dollar cycle, and the asset classes positioned to outperform through Q3 2026.

Jun 2026

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MENA FX Quarterly: Dollar Dominance & Oil Crosscurrents
Gated

MENA FX Quarterly: Dollar Dominance & Oil Crosscurrents

A regional currency report covering AED, SAR, EGP and the trade-weighted dollar, with positioning ideas for MENA-based traders.

May 2026

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Gold in 2026: Safe-Haven Demand vs Real Yields

Gold in 2026: Safe-Haven Demand vs Real Yields

How structural central-bank buying, real-yield dynamics and ETF flows are reshaping the gold thesis for the year ahead.

Apr 2026

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