Daily Gulf Intelligence
πŸ“… August 28, 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

How 6 months of the Iran conflict has reshaped the Gulf economy

Six months after the US-Iran war began, the Gulf economy is operating on a reshaped economic landscape. The conflict has disrupted energy exports, shipping, aviation, real estate, tourism and the stoc

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

Qatar backs US autonomous trucker’s $200m funding round

The Qatar Investment Authority (QIA) has invested in the latest funding round of US-based Gatik as the autonomous trucking and delivery company scales its freight operations across North America. The

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

Fed’s Collins Says Interest Rates Are Still Mildly Restrictive

Federal Reserve Bank of Boston President Susan Collins said there’s still evidence the central bank’s current policy setting is restraining the US economy and helping to slow inflation.

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

Qatar PM meets Pezeshkian, Rezaee as Doha seeks US-Iran mediation

Iran has recently signaled a desire to re-engage with the US but is hampered by internal divisions, said one expert.

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

Bahrain’s economy contracts after Iran war hits oil output

Bahrain’s economy contracted in the first quarter of 2026 after a sharp drop in oil activity caused by the US-Iran conflict, official data published on Wednesday showed. Real GDP – a measure of econom

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

Oman and Iran plan temporary Hormuz shipping corridor as Trump declares waterway cleared of mines

Oman and Iran have agreed on a phased framework to establish a temporary joint shipping corridor through the Strait of Hormuz and launch a joint project to clear the waterway of mines, according to a

β–ͺ Why it matters: Direct impact on AI sector across Gulf markets. Regional implications are material.
πŸ“ Oman   🏷️ 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 31 GCC Finance Ministers β€” Riyadh
Tue Sep 1 OPEC+ Technical Committee β€” Vienna
Wed Sep 2 UAE-India CEPA Review β€” Abu Dhabi
Thu Sep 3 Arab League Economic Council β€” Cairo

Upgrade to Premium β€” $25/mo

βœ“ Executive Summary   βœ“ Deep Analysis & Trade Implications   βœ“ Premium Alerts   βœ“ 24/7 AI Analyst via WhatsApp   βœ“ Sector Deep-Dives