Global Markets by Karim Al-Mansour
Karim Al-MansourGlobal insights on commodities, equities, and macro trends from an industry veteran.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | karimalmansour.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
UK Autumn Budget 2024: Promises, Pitfalls, and Market Realities
The UK’s Autumn Budget 2024 is being presented as a comprehensive roadmap to economic renewal—emphasizing fiscal discipline, growth orientation, and accountability. But let’s cut the noise and dig into the substance: what does this budget a...
The Ten-Thousand Dollar Trade That Exposed Modern Market Making’s Fatal Flaw
(This article was inspired by recent reporting in Bloomberg, which brought fresh attention to the complexities of today’s market mechanics and the shadow dynamics at play in liquidity and price discovery.)
Capital Structure Unchained
There are certain financial foundations that rarely draw the spotlight. Capital structure is one of them—a quieter force shaping the lifeblood of companies across industries. And yet, it has evolved profoundly over recent decades, reshaping...
UBS: The Fight for the Soul of Global Finance
Picture this: It’s March 2023, and the snow-covered streets of Bern are unusually quiet. Inside a room humming with the glow of screens, Swiss regulators convene in one of the most consequential meetings in modern financial history. They ar...
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Authors
The writers behind this newsletter.
Karim Al-Mansour is a seasoned investor, ex-trader at Trafigura, Mercuria, Mubadala, and Société Générale. Now leading investments in Global Equities, Commodities, PE, and LP strategies via Amanah Capital. Sharing insights on global markets.
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