The Pulse Paper · Economic Intelligence · Pakistan
The curve priced the cut.

PIB yields fell 47 to 70 basis points, June CPI eased to 11.1%, and the Fed's mixed signal softened the dollar. The bond market read that as room for a cut. In the same fortnight the trade deficit hit a four-year high of $39.5bn and FBR missed the IMF's Rs 13.979tr target by Rs 975bn. The ceiling moved; it did not lift.

Read this edition →

7 July 2026, 6:22 PM PKT

KSE-100 186,256 -0.64%
Brent $72.90 +1.26%
Dubai Platts $65.75 -36.3%
Gold $4,179 +0.57%
USD/PKR 277.77 Flat
S&P 500 7,537 +0.72%
Special Edition
FY27 Budget Special · 14 June 2026
The borrowed balance

The stabilisation is real, the growth is assumed, and the balance is borrowed. Pakistan's FY27 budget: the deficit bridge, the provincial dependence, and six things to watch.

Read →

What every edition tracks

Each Sunday brief covers these indicators — with the week’s actual figures, context, and what they mean for Pakistan.

Brent Crude
Oil benchmark
USD/bbl · WoW direction
USD / PKR
Exchange rate
weekly close · trend
KSE-100
Equity market
index pts · WoW %
FBR Revenue
Fiscal pulse
Rs bn · vs target
Read a full edition →

The intelligence gap, closed

The forces moving Pakistan’s economy are scattered across dozens of sources. The Pulse Paper brings them into one focused brief, every week — structured around three questions.

What Moved

PKR, oil benchmarks, fuel prices, commodities, KSE-100, inflation, ports — the numbers that changed last week, and what they mean for your costs and decisions.

What’s Developing

Geopolitical risk, regulatory shifts, weather, diplomatic signals, disruption threats — the forces building now that will land on your business next.

What To Do

Prioritised action items with specific dates, thresholds, and recommendations. Not “monitor the situation” — real decisions with deadlines.

Ten sections. One read.

Every edition covers the full landscape — from macro and markets to logistics and political risk.

01PKR & Macro
02Oil & Energy
03Economic Watchout
04Commodities
05Logistics & Ports
06Regulatory
07Weather & Agri
08Political Risk
09Global Signals
10Action Items

Built for the people who make decisions with money

Read across Pakistan by the people who act on what moves.

CFOs & FinanceInvestors & AnalystsBusiness OwnersTreasury & RiskSupply Chain & ProcurementCountry ManagersOperations LeadersPolicy & Advisory

Read each week by analysts, CFOs, investors, and business owners across Pakistan.

What arrives, and when

Three publication types. A predictable schedule. Everything a decision-maker needs to stay ahead of Pakistan’s economy.

The Weekly Brief
Every Sunday evening
  • PKR, oil benchmarks, commodities & KSE-100
  • Data cards, charts & commodity tables
  • Disruption calendar & scenario analysis
  • Prioritised action items with deadlines
The Monthly Digest
Last Sunday of the month
  • 30-day trend analysis across all ten sections
  • Macro risk scorecard with directional ratings
  • Longer-horizon outlook & scenario map
  • Strategic recommendations for the month ahead
Special Editions
Event-driven · As they happen
  • Budget analysis & fiscal deep dives
  • Policy shifts & regulatory events
  • Geopolitical & supply chain shocks
  • One-off briefs when the story demands it

Start every week informed

Join the readers who walk into Monday already knowing what moved.