Daily Gulf Intelligence
πŸ“… July 27, 2026 πŸ• 7:00 AM Gulf Time πŸ“Š Auto-Generated
REGULAR EDITION

πŸ“ˆ Market Snapshot

Tadawul
12,450
β–² 0.4%
ADX
9,780
β–² 0.6%
DFM
4,320
β–Ό 0.2%
QE Index
10,890
β–² 1.1%
Brent Crude
$82.40
β–² 0.8%
Gold
$2,510
β–² 1.2%
Silver
$32.40
β–² 2.1%
USD/SAR
3.75
β€”

πŸ“° Top Stories β€” 4 Minute Read

1

β€˜Non-trade matters’ slowing talks on EU deal, says UAE minister

Asian stock markets fell on Friday as traders bet that surging oil prices, driven by the escalating US-Iran war, could push up global inflation. Brent crude contracts rose above $100 a barrel on Thurs

β–ͺ Why it matters: Direct impact on oil price sector across Gulf markets. Regional implications are material.
πŸ“ UAE   🏷️ Markets
2

Standard Chartered: Oil Markets Must Now Price Two Middle East Chokepoints

Oil prices gave up earlier gains on Friday after reports that Pakistan is trying to broker a return to U.S.-Iran nuclear negotiations. China is strongly backing the effort as the conflict and the clos

β–ͺ Why it matters: Direct impact on oil price sector across Gulf markets. Regional implications are material.
πŸ“ Gulf   🏷️ Energy
3

GIC Adds to Global Funds Sounding New Alarm on Climate Risks

The US has started importing Iraqi fuel oil transported through Syria for the first time, highlighting Iraq’s efforts to diversify its export routes amid ongoing geopolitical tensions that have disrup

β–ͺ Why it matters: Direct impact on AI sector across Gulf markets. Regional implications are material.
πŸ“ Gulf   🏷️ Markets
4

Oil Prices Plunge 5% After U.S. and Iran Halt Attacks

Oil prices plunged by more than 5% in early Asian trade on Monday as the U.S. and Iran halted attacks after two weeks of escalation that had driven Brent above $100. At the time of writing, WTI crude

β–ͺ Why it matters: Direct impact on oil price sector across Gulf markets. Regional implications are material.
πŸ“ Gulf   🏷️ Energy
5

Gold Climbs as Pause in Mideast Fighting Curbs Inflation Risk

Bond traders head into the week pricing in roughly a one-in-three chance of a Federal Reserve interest rate hike on Wednesday, after flaring Middle East tensions fueled volatility in oil prices and Tr

β–ͺ Why it matters: Direct impact on oil price sector across Gulf markets. Regional implications are material.
πŸ“ Gulf   🏷️ Finance
6

Fed, Bank of England, Bank of Japan Face $100 Oil Inflation Test

India said trade negotiations with the US have helped place it in the β€œlower tier” of additional tariffs imposed by President Donald Trump’s administration, allowing the country to secure an advantage

β–ͺ Why it matters: Direct impact on inflation sector across Gulf markets. Regional implications are material.
πŸ“ Gulf   🏷️ Finance

πŸ” Sector Watch

πŸ›’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.

🏦

Finance

GCC bank profits up 18% YoY. NIMs stabilizing. Loan growth strongest in Saudi (22%) and UAE (16%). DIFC: 47 new fintech licenses Q1.

πŸ—οΈ

Real Estate

Dubai residential transactions hit AED 42B in April β€” monthly record. Saudi giga-project awards reached $18B Q1.

πŸ’»

Technology

Gulf VC: $1.2B across 84 deals Q1. Saudi startups 37% of total. Fintech and logistics lead. 3 deals above $50M in Riyadh.

🌍 Regional Briefs

πŸ‡ΈπŸ‡¦
5.6%
Non-Oil GDP
πŸ‡¦πŸ‡ͺ
56.8
Dubai PMI
πŸ‡ΆπŸ‡¦
$12.8B
Budget Surplus
πŸ‡°πŸ‡Ό
$140B
Infra Plan
πŸ‡§πŸ‡­
3.2%
GDP Growth
πŸ‡΄πŸ‡²
Ba1
Moody's
πŸ‡ͺπŸ‡¬
22.4% ↓
Inflation
🌍
$4T
GCC SWF

πŸ“… Week Ahead

Mon Aug 3 GCC Finance Ministers β€” Riyadh
Tue Aug 4 OPEC+ Technical Committee β€” Vienna
Wed Aug 5 UAE-India CEPA Review β€” Abu Dhabi
Thu Aug 6 Arab League Economic Council β€” Cairo

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