Daily Gulf Intelligence
πŸ“… July 30, 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

Japan’s Takaichi Calls for Food Sales Tax Cut to 1% for 2 Years

India’s finance ministry warned that renewed oil price shocks from a prolonged Middle East conflict remain a key risk to India’s fiscal and current accounts, underscoring the challenges facing policym

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

FSRA is Abu Dhabi’s regulatory rhythm section

Iraq and Turkey have started construction of the long-delayed Development Road Initiative, reviving the flagship infrastructure project designed to strengthen trade links between the Gulf and Europe.

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

Oil Prices Slip Despite New Attacks Across the Middle East

Crude oil prices ticked lower today on reports that oil tankers were still passing through the Bab el-Mandeb Strait, despite information about renewed strikes between the U.S. and Iran, and a drone at

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

Oil jumps 8% as US-Iran war pressures Saudi Arabia, explosions hit Egypt

Around 50 countries have been invited to join the Saudi-led initiative aimed at countering Houthi threats to Red Sea shipping and preventing a repeat of recent disruptions in the Strait of Hormuz.

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

Iran rejects Oman’s plan and pushes for greater Hormuz control

The outlook is not good. At the weekend, the Houthi rebels who control much of northern and western Yemen fired a series of missiles at the Yanbu Red Sea terminal and the Jazan oil refinery in western

β–ͺ Why it matters: Direct impact on missile sector across Gulf markets. Regional implications are material.
πŸ“ Saudi Arabia   🏷️ Markets
6

What Traders Are Telling the Federal Reserve: Live Q&A

A $600,000 trade on Kalshi that would have delivered a roughly quadruple payout if the Federal Reserve raised interest rates on Wednesday turned into a losing wager after the US central bank stood pat

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

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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