Publications | Bearbull Global Investments

27 Aug

ECONOMIC RESEARCH – MARKET FLASH – The utility sector’s electricity super-cycle

Posted by BearBull Group In Markets Flash 0 comment

An opportunity driven by AI and electrification Interest Rate Pressure & Tech Speculation Shake-off After an exceptional run fueled by intense speculation surrounding the massive energy demands of the digital economy, the U.S. utility sector experienced several sharp waves of short-term pullbacks throughout 2026. Because these utilities rely heavily on debt financing to build and […]

24 Aug

Bearbull Private Banking Benchmark Kuwait – June 2026

Posted by BearBull Group In Bearbull Multi Asset indices 0 comment

A setback after a strong start Indices Performances […]

24 Aug

Bearbull Private Banking Benchmark KSA – June 2026

Posted by BearBull Group In Bearbull Multi Asset indices 0 comment

Strategies down in June Indices Performances […]

22 Aug

Bearbull Smart BRC USD – Case Study – 20.08.2026

Posted by BearBull Group In Illustrative Case Studies 0 comment

Illustrative Case Studies 20th August 2026 Matured BRC of the week 5.6%(20.57%/p.a) BRC on Adobe, Salesforce, SAP (USD) Recently issued BRC of the week 4.04%(15.49%/p.a) BRC on Autodesk, Cadence Design System, Synopsys Click on the button to discover the case study in detail. Read more !

21 Aug

Bearbull Private Banking Benchmark UAE – June 2026

Posted by BearBull Group In Bearbull Multi Asset indices 0 comment

A retreat in June but still positive performances YTD Indices Performances […]

20 Aug

Dubai Real Estate Flash Note – Real Estate Market Assesment (DLD & Mo’asher)

Posted by BearBull Group In Real Estate Insights 0 comment

To date, the Dubai market does not exhibit the characteristics of a speculative bubble ready to burst: household debt remains exceptionally low relative to total asset value (over 70% of transactions are executed in cash). We anticipate a more moderate and healthier sales value growth over the next 12 months (between +4% and +7%), driven […]

31 Jul

ECONOMIC RESEARCH – MARKET FLASH – Bessent’s announcement is comestic and has no lasting effect

Posted by BearBull Group In Markets Flash 0 comment

A recession and an asset reallocation will have a greater impact The Mounting Fiscal Pressure and Erosion of Buyer Confidence The Long-term Treasury bond yields are currently scaling heights unseen since the 2007 financial crisis, with the 10-year yield hovering stubbornly around 4.75% and the 30-year bond yield breaching the 5.30% threshold. This dramatic upward […]

10 Jul

A SURPRISING START TO THE KEVIN WARSH ERA 3/3

Posted by BearBull Group In Macro Research Insights 0 comment

The US bond market is locked in a direct conflict that tests the resolve of Fed Chair Kevin Warsh. While a cooling labor market fuels defensive bond buying due to recession risks, persistent core inflation and a hawkish Fed keep pressure on the long end of the yield curve. This volatility has forced a sharp […]

08 Jul

A SURPRISING START TO THE KEVIN WARSH ERA 2/3

Posted by BearBull Group In Macro Research Insights 0 comment

The US manufacturing sector demonstrated surprise structural strength in Q2, with the ISM and S&P Global PMIs peaking at multi-year highs of 54.0 and 55.3 respectively. While tech and automotive demand anchored this production momentum, the massive consumer services engine nearly stalled out. Squeezed by elevated fuel prices, discretionary spending on travel and leisure plummeted, […]

06 Jul

A SURPRISING START TO THE KEVIN WARSH ERA 1/3

Posted by BearBull Group In Macro Research Insights 0 comment

The final upward revision of Q1 US real GDP to +2.1% masked deep structural vulnerabilities, as growth was artificially driven by involuntary corporate inventory accumulation rather than real demand. Service spending collapsed from an initial +1.8% estimate to a meager +0.5%, while overall personal consumption contributed just +0.3%. High tariffs, an aggressive energy price rebound, […]

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