Algorithm Research

12/10/2026

Are rising bond yields signaling a correction in equities?
Our Founder & CEO, Ketaki Sharma, joined Asharq’s Samia Saleh and Mohamed Adel on their show Sabah AlSharq to discuss the forces shaping the outlook for US equities. Thanks Janti Haj Hasan for making this possible.
Key takeaways:
Rising yields are tightening the screws. Higher yields lift borrowing costs and raise the bar for equity valuations. With earnings season and inflation data in focus, the link between bonds, monetary policy and stock prices matters more than ever.
The bond market may be flashing a warning. Signals from fixed income point to further downside risk for stocks, so investors should watch how the macro picture evolves given high debt levels and if policy prioritises fiscal prudence.

12/10/2026

Are rising bond yields signaling a correction in equities?

Our Founder & CEO, Ketaki Sharma, joined Asharq's Samia Saleh and Mohamed Adel on their show Sabah AlSharq to discuss the forces shaping the outlook for US equities. Thanks Janti Haj Hasan for making this possible.

Key takeaways:

Rising yields are tightening the screws. Higher yields lift borrowing costs and raise the bar for equity valuations. With earnings season and inflation data in focus, the link between bonds, monetary policy and stock prices matters more than ever.

The bond market may be flashing a warning. Signals from fixed income point to further downside risk for stocks, so investors should watch how the macro picture evolves given high debt levels and if policy prioritises fiscal prudence.

Watch the full discussion:

تترقب السوق الأميركية نتائج الشركات وبيانات التضخم في وقت تتزايد في...

07/09/2026

Watch our Founder & CEO, Ketaki Sharma discussing global debt markets, yields and more with Bloomberg's Abeer Abu Omar on Horizons Middle East.

Ketaki Sharma, founder and CEO of Algorithm Research, says the inflation is the main factor to watch in assessing the the bond market and the Federal Reserve’s next move. She speaks on "Horizons: Middle East and Africa."

04/09/2026

Our CEO Ketaki Sharma joined Abeer Abu Omar on Horizons Middle East show on Bloomberg. Among other things, they discussed why the 2026 bond market is not the 2022 bond market. Swipe through 👉

The old regime: Central banks were the dominant marginal buyer of sovereign debt — price-insensitive, absorbing supply regardless of yield.

The new regime: Private capital, like pension funds, insurers are sensitive to price. And do not absorb treasury supply unconditionally.

The result: Treasury yields more volatile than markets have seen in years.

04/09/2026

Our CEO Ketaki Sharma joined Abeer Abu Omar on Horizons Middle East show on Bloomberg this morning. Among other things, they discussed why the 2026 bond market is not the 2022 bond market. Swipe through 👉

The old regime: Central banks were the dominant marginal buyer of sovereign debt — price-insensitive, absorbing supply regardless of yield.

The new regime: Private capital — pension funds, insurers — are price sensitive and trade proactively.

The result: Treasury yields more volatile than markets have seen in years.

04/08/2026

Our Founder Ketaki Sharma joined Bloomberg Asharq to discuss whether the “soft landing” story is still intact, what the latest economic signals are telling us, and what investors should be watching next.
The markets are entering a new chapter—and the biggest opportunities often come when consensus starts to shift.
Watch the full interview via the link in bio/comments.

Macroeconomics InterestRates Inflation FederalReserve Finance EconomicOutlook MarketInsights BusinessNews

21/07/2026

Spent the day with a fantastic group tackling one of the defining questions of our time: how do we stay employable as AI reshapes the workplace? The conversation was sharp, the perspectives varied, and the consensus clear — adaptability and curiosity will always be a step ahead of any algorithm. (Though lets admit, watching a room full of humans out-debate a robot was oddly satisfying. 😄) Grateful for the insights shared today and for a team that takes the future of work as seriously as they take their coffee breaks. Looking forward to where these conversations take us next.

13/07/2026

Welcome Jamie Douglas-Watson to Algorithm Research! We're thrilled to announce that Jamie has joined us as Senior Advisor, bringing 35 years of transformative expertise in infrastructure, PPP advisory, and economic strategy. This carousel showcases Jamie's impressive career spanning Standard & Poor's, AECOM, Dar Al-Handasah, Jacobs, and a government secondment in Brazil—where he delivered market intelligence for UKTI, FCO, and BIS. His unique approach combines economic rigor with project reality, delivering impact across feasibility studies, PPP transactions, real estate economics, and industrial city strategy. What makes Jamie the perfect fit for Algorithm Research? His extensive experience across the GCC, Africa, and South Asia—the exact geographies where our clients operate. From Angola to Saudi Arabia, from London's M25 to Pulkovo Airport, Jamie brings depth, strategic insight, and proven results. Here's to the infrastructure transformation we'll create together!

26/05/2026

Eid Al Adha mubarak!

22/05/2026

Is your career ready for the AI revolution? 🤖

The IMF’s latest report on Generative AI reveals a massive shift on the horizon. While AI promises a productivity surge, it also brings significant exposure—especially for advanced economies.

At Algorithm Research, we’ve broken down the key findings you need to know:
📍 40% of global employment is now exposed to AI. 📍 Advanced economies face higher exposure (60%) due to cognitive-intensive roles.
📍 Inequality risks are real, but productivity gains could be the silver lining.
The future of work isn’t just about the technology—it’s about how we adapt.

CTA: How is your industry preparing for the AI shift? Let’s discuss in the comments. 👇