1
Cash Squeeze Set to Lift Taiwanβs Yields Further, Analysts Say
Zimbabweβs central bank became the first in the world to cut interest rates after the US and Iran said they reached an interim peace deal to reopen the Strait of Hormuz, an announcement that drove dow
βͺ Why it matters: Direct impact on oil price sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Markets
2
JP Morgan: Falling Oil Prices A Massive Tailwind For Global Stock Markets
Tumbling oil prices could provide a massive tailwind for global stock markets by prompting a broader equity rally and clearing a path for central banks to cut interest rates, Karen Ward, the Chief Mar
βͺ Why it matters: Direct impact on oil price sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Energy
3
Qiddiya targets elite tennis circuits with 30-court centre
Omanβs trade with the UAE rose 13 percent to almost $3.8 billion in the first quarter of this year, making up more than a quarter (27 percent) of the sultanateβs non-oil commerce. Oman’s Gulf ne
βͺ Why it matters: Direct impact on Qiddiya sector across Gulf markets. Regional implications are material.
π UAE π·οΈ Markets
4
US Manufacturing Output Stalls for the First Time This Year
Pressure on the Federal Reserve to hike interest rates this year is easing after the US and Iran said they reached a deal to reopen the Strait of Hormuz, reining in oil prices and sparking a Treasury
βͺ Why it matters: Direct impact on oil price sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Markets
5
UAE strengthens position as Omanβs top trading partner
Saudi Arabia has set a target to develop 100,000 housing units with Chinese companies by 2030, as the country aims to reach its 70 percent home ownership target by the end of the decade. Riyadh a
βͺ Why it matters: Direct impact on AI sector across Gulf markets. Regional implications are material.
π Saudi Arabia π·οΈ Markets
6
LNG Tanker Heads Toward Hormuz as Deal Lifts Reopening Hopes
A deal that could reopen the Strait of Hormuz within days has been met with caution among shipowners and traders, with many saying they would wait for more details in order to assess whether safe tran
βͺ Why it matters: Direct impact on LNG sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Markets
π’οΈ
Energy
Brent holding $80-85 range. OPEC+ discipline intact through Q3. Non-OPEC supply growth slowing. Asian demand forecast revised up 0.4% by IEA.
π¦
Finance
GCC bank profits up 18% YoY. NIMs stabilizing. Loan growth strongest in Saudi (22%) and UAE (16%). DIFC: 47 new fintech licenses Q1.
ποΈ
Real Estate
Dubai residential transactions hit AED 42B in April β monthly record. Saudi giga-project awards reached $18B Q1.
π»
Technology
Gulf VC: $1.2B across 84 deals Q1. Saudi startups 37% of total. Fintech and logistics lead. 3 deals above $50M in Riyadh.
Wed May 14
GCC Finance Ministers β Riyadh
Thu May 15
OPEC+ Technical Committee β Vienna
Fri May 16
UAE-India CEPA Review β Abu Dhabi
Sun May 18
Arab League Economic Council β Cairo
Upgrade to Premium β $25/mo
β Executive Summary β Deep Analysis & Trade Implications β Premium Alerts β 24/7 AI Analyst via WhatsApp β Sector Deep-Dives