Could Saudi Arabia and Iran really go to war?

Marcus Chevenix, Middle East and North Africa (MENA) analyst at TS Lombard, told CNBC that Saudi Arabia's foreign policies, under the aegis of Crown Prince Mohammed bin Salman, are hard to understand. "Domestically his (Mohammed bin Salman's) actions are radical but comprehensible, but on a foreign stage they're very hard to make sense of at all," Chevenix said. "His intervention in Yemen was rash yet we could at least see what he was trying to do. His intervention in Qatar was, yet again, maybe a little reckless maybe a little quick but it was certainly effective against Qatar. But in Lebanon it's really hard to see what this does for him at all." The analyst believes that it might have been a "reactive move" aimed at bringing down the coalition government of Lebanon to somehow destabilize the position of Hezbollah. He perceived it as a pushback against Iran by whatever means available, but suggested that war was not currently a possibility. "It's hard to see where Saudi Arabia could get to a position where its actions were intolerable to the Iranians. Iranian actions are already intolerable to Saudi Arabia, we know that, but the Saudi Arabians struggle to really find a way to aggravate Iran, that's why we're not looking at a hot war situation right now," he told CNBC.

16 Jan 2019 - Wall Street Journal

Worst May be Past, But Oil Rebound Still Fragile

07 Jan 2019 - Wall Street Journal

Oil’s Rebound Faces Uphill Climb

21 Dec 2018 - ZeroHedge

Things That Won't Happen In 2019

19 Dec 2018 - Bloomberg Radio

The Fed Decides (Podcast)

18 Dec 2018 - Bloomberg

Ferreting Out Three Fed Rate Scenarios

16 Dec 2018 - Neue Zurcher Zeitung

The dilemmas of the European Central Bank

09 Dec 2018 - Wall Street Journal

Don’t Expected Sustained Rebound for Oil Prices

07 Dec 2018 - Valor Economico

Prison is part of technological competition

07 Dec 2018 - Barrons

It’s the Stock Market, Stupid

02 Dec 2018 - The Spectator

How China views the Xi-Trump summit today

30 Nov 2018 - Forbes

Investors Catch The Gold Bug Again

30 Nov 2018 - Bloomberg Radio

Surveillance: A Framework Trade Deal

28 Nov 2018 - Wall Street Journal

Outcome of US-China Talks May Set Tone for OPEC

21 Nov 2018 - Financial Times

European bourses rise as global stock rout fades

20 Nov 2018 - Financial Times

Tech wreck rattles buyers of the dip

18 Nov 2018 - Neue Zurcher Zeitung

Die hohe globale Verschuldung wird zum Wachstumsrisiko

16 Nov 2018 - The Middle East Eye

How finance technology can grow Middle East economies

15 Nov 2018 - The Irish Independent

ECB's new chapter won't see sharp rate rises anytime soon

15 Nov 2018 - Bloomberg Radio

Blitz: Fed to Halt Quarterly Hikes Beyond March

13 Nov 2018 - Wall Street Journal

Oil Supplies Above 5-Year Average Needed for Cut

06 Nov 2018 - Bloomberg

ETFs Practice Passive Aggression

05 Nov 2018 - The Telegraph

Explosive risks of China’s debt balloon

02 Nov 2018 - CNBC

October jobs report on deck

31 Oct 2018 - The Irish Independent

Eurozone growth slows as US powers to new high

30 Oct 2018 - Expansion

When will the pound 'rally'

30 Oct 2018 - Wall Street Journal

U.S. Stocks Bounce Back From Monday Rout

30 Oct 2018 - The middle East Eye

Saudi economy may pay high price for Khashoggi killing

24 Oct 2018 - Financial Times

The price of populism

24 Oct 2018 - Het Financieele Dagblad

Beijing is pushing the private sector just a bit too hard

18 Oct 2018 - Bloomberg Radio

Dumas: Yuan Weakness Determined by US Trade War

18 Oct 2018 - Wall Street Journal

About that Oil Rally to $100...

16 Oct 2018 - Finanz und Wirtschaft

What the interest rate differential means for investors

16 Oct 2018 - Finanz und Wirtschaft

The chart of the day

03 Oct 2018 - Wall Street Journal

The False Sense of Security Behind Corporate Debt

28 Sep 2018 - Barrons

Housing’s Hard Lesson for Stocks

26 Sep 2018 - The Spectator

How China sees the trade war

26 Sep 2018 - Wall Street Journal

An Economic Cold War Looms Between the U.S. and China

20 Sep 2018 - Financial Times

Rivals seek to profit from US-China trade war

16 Sep 2018 - Australian Financial Review

Elections threaten Wall Street's teflon Trump trade

12 Sep 2018 - FT Alphaville

The EM rout is not made in America

11 Sep 2018 - Finanz und Wirtschaft

The chart of the day

11 Sep 2018 - Bloomberg Radio

The Big Unknown for EM

05 Sep 2018 - Wall Street Journal

Global Stocks Fall Amid Trade Uncertainty

03 Sep 2018 - Wall Street Journal

Italian Politics Keep Global Investors on Edge

27 Aug 2018 - Finanz und Wirtschaft

Fear of a currency war

24 Aug 2018 - Finanz und Wirtschaft

Fed must reconsider balance sheet reduction

22 Aug 2018 - Financial Times

US and Europe cross economic turning point

07 Aug 2018 - Bloomberg Surveillance

Turkey Faces a Policy or Economic Shock, Says Granville

07 Aug 2018 - The Weekly Standard

Meet the Winners of the Trade War

03 Aug 2018 - Financial Times

US sanctions proposals shrugged off in Russia

01 Aug 2018 - Financial Times

Authers’ Note: Wait and FOMC

31 Jul 2018 - Financial Times

Authers’ Note: Dear Prudence

31 Jul 2018 - Wall Street Journal

Oil Extends Tuesday Drop on Increase in US Inventories

25 Jul 2018 - Financial Times

Executive pay rows show that governance matters

17 Jul 2018 - Bloomberg Podcast

Surveillance: What Russia Does is Bluff

11 Jul 2018 - Agence France-Press

The week Brexit got real: Britain turns pragmatic

26 Jun 2018 - Finanz und Wirtschaft

The global trade conflict is ever-widening

13 Jun 2018 - Reuters Video

Producer prices rise in May

13 Jun 2018 - Valor Economico

Fitch predicts four high interest rates by Fed

10 Jun 2018 - Neue Zurcher Zeitung

Italy: a high systemic risk

09 Jun 2018 - Neue Zurcher Zeitung

UBS and CS are taking little risks in Italy

08 Jun 2018 - Barrons

The Dark Side of the Boom

07 Jun 2018 - The Spectator

The Spectator Podcast: Putin’s Losing Game

23 May 2018 - Wall Street Journal

U.S. Stocks Fall as Trade Tensions Linger

23 May 2018 - Financial Times

John Authers: Fearful Symmetry

12 May 2018 - Financial Times

Britain’s relationship with Turkey in charts

09 May 2018 - Bloomberg Radio

Bloomberg - Daybreak

05 May 2018 - The Telegraph

Greece escapes a financial tragedy

30 Apr 2018 - Finanz und Wirtschaft

Higher interest rates are not a problem yet

26 Apr 2018 - The Sydney Morning Herald

Macron resists Trump's 'America first' in speech to US Congress

25 Apr 2018 - Financial Times

We must heed warnings from the 1970s bear market

21 Apr 2018 - The Spectator

Has Kim Jong-un finally grown up?

14 Apr 2018 - Barrons

Oil Prices Haven’t Peaked Yet

09 Apr 2018 - Wall Street Journal

A Trade War Could Add to the Dollar’s Woes

06 Apr 2018 - Bloomberg Radio

Steve Blitz on the March 2018 Jobs Report

06 Apr 2018 - Financial Times

US imposes toughest Russian sanctions to date

03 Apr 2018 - Neue Zurcher Zeitung

Investors in a clinch with the signs of the times

20 Mar 2018 - Middle East Eye

Money flees Saudi Arabia at rapid pace

20 Feb 2018 - Reuters

Will de Guindos be a dove or a hawk?

19 Feb 2018 - Barrons

The Ghost of Inflation Reappears

12 Feb 2018 - Wall Street Journal

U.S. Treasury Bonds Weaken as Global Stocks Rally

06 Feb 2018 - Financial Times

Renminbi flies after Beijing removes shackles

02 Feb 2018 - Wall Street Journal

U.S. Gained 200,000 Jobs in January as Wages Picked Up

29 Jan 2018 - FT Alphaville

Alpha agenda, the new Cold War edition

17 Jan 2018 - Bloomberg Surveillance

Charles Dumas Says the ECB Is in a Very Difficult Position

08 Jan 2018 - Financial Times

Economists still gloomy on post-Brexit economy

06 Jan 2018 - MarketWatch

Is inflation ever coming back?

04 Jan 2018 - Bloomberg Radio

Blitz: Minite Mystery Continues

03 Jan 2018 - Nikkei Asian Review

Will China suffer an economic shock in 2018?

03 Jan 2018 - Wall Street Journal

Upstart Parties Write New Political Playbook in Europe

26 Dec 2017 - South China Morning Post

Why 2018 could be the year of the euro

22 Dec 2017 - Financial Times

Authers’ Note: Could the Capex fit?

20 Dec 2017 - Financial Times Shortview

Krona losing appeal as ‘carry trade’ currency

17 Dec 2017 - Neue Zürcher Zeitung

The normalization of monetary policy and its consequences

13 Dec 2017 - Middle East Eye

Turkish police summon FBI official over US trial

09 Dec 2017 - Al Jazeera

Oman moves closer to a post-oil economy

07 Dec 2017 - CNBC Street Signs

Why Merkel is a victim of her own success

30 Nov 2017 - The Epoch Times

The Cracks in China’s Economy

27 Nov 2017 - Wall Street Journal

U.S. Stocks Mixed, Weighed Down by Energy Shares

17 Nov 2017 - Financial Times

Doubts over tax cuts leave dollar drifting lower

09 Nov 2017 - Bloomberg Businessweek

How the ‘Warren Buffett of Arabia’ Built His Fortune

06 Nov 2017 - Evening Standard

Three signs that markets are heading for a fall

02 Nov 2017 - Middle East Eye

Oil giant Total questions Saudi reform drive

01 Nov 2017 - Financial Times

Authers’ Note: FOMZzzzzzzz

31 Oct 2017 - Bloomberg Surveillance

Dumas Says China Growth Has Been Above Trend

31 Oct 2017 - Bloomberg Surveillance

Economist Dumas Questions Brexit's Market Significance

31 Oct 2017 - Financial Times

Authers’ Note: Jerome? OK, Jerome

26 Oct 2017 - Citywire Asia

Financial reforms in China unlikely

19 Oct 2017 - Bloomberg Daybreak

Making the Case for Jay Powell as Next Fed Chair

13 Oct 2017 - Finanz und Wirtschaft

China is tackling its debt problem

11 Oct 2017 - Finanz und Wirtschaft

China's stock exchanges under the spell of politics

02 Oct 2017 - Financial Times

Authers’ Note: Optim-ISM

01 Sep 2017 - Investment & Pensions Europe

EM debt: Experts clash over debt dynamics

28 Aug 2017 - Citywire Asia

China's debt engine runs at slow pace

25 Aug 2017 - The Epoch Times

The State of the Global Economy

23 Aug 2017 - CNBC Street Signs

No fireworks from Draghi in the immediate future

23 Aug 2017 - CNBC Street Signs

Medium term trend of euro appreciation

22 Aug 2017 - Finanz und Wirtschaft

The "smart money" bets on the euro

13 Aug 2017 - Bloomberg Markets

Draghi Unfazed About the Strength of the Euro

11 Aug 2017 - The Monocle

China and North Korea

04 Aug 2017 - Financial Times

Wall St weighs in on US jobs, wages

24 Jul 2017 - Financial Times

Authers’ Note: Uberfication

20 Jul 2017 - The Epoch Times

The ‘Silk Road’ Verdict

20 Jul 2017 - Wall Street Journal

Strong Eurozone Growth Shows Payoff of ECB Stimulus

10 Jul 2017 - Pulse News

Bank of Japan staying the lonely course

19 Jun 2017 - Newsweek

Putin could 'crack' NATO under Trump

16 Jun 2017 - Financial Times

Authers’ Note: another clash

12 Jun 2017 - Neue Zurcher Zeitung

Tough change of course

08 Jun 2017 - Bloomberg Radio

ECB Doesn’t have Credibility But Buying Power

08 Jun 2017 - Wall Street Journal

ECB Drops Reference to Future Interest-Rate Cut

02 Jun 2017 - Pulse News

OPEC back to square one



View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with


Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.



To request an interview with a member of our team, please get in touch .



Client Login

Don't have an account? CREATE YOUR ACCOUNT