Daily Gulf Intelligence
πŸ“… September 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

Oil's New Normal Is Higher Prices

Oil prices pulled back on Tuesday, reversing recent gains as investors weighed signs of export recovery by Middle Eastern producers against uncertainty surrounding the fate of the Iran war. Brent crud

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

Saudi Arabia turns to UAE 'white horse' as it gears up to battle Yemen's Houthis

Saudi Arabia turns to UAE 'white horse' as it gears up to battle Yemen's Houthis Saudi Arabia appears to be mending fences with the UAE in an effort to push back a Houthi military offensive in Yemen t

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

The Future of Travel: How Qatar Is Digitally Transforming the Visitor Journey

As the world marks World Tourism Day 2026 under the theme β€œDigital Agenda and Artificial Intelligence to Redesign Tourism,” Qatar is already putting that ambition into practice, using AI and connected

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

Russia raises 2027 military spending by 27%, budget documents show

Russia plans to spend 17.1 trillion roubles, or $202 billion, on defense in 2027, a 27% increase.

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

Inox Clean Energy Files for $1 Billion India IPO

Inox Clean Energy Ltd. has filed a draft prospectus for an initial public offering to raise up to 100 billion rupees ($1 billion).

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

Asia Stocks Rise, Bonds Steady Before US Inflation: Markets Wrap

Asian stocks gained and bonds steadied after a bruising selloff as traders awaited a crucial US inflation reading for clues on the path of interest rates. The dollar headed for its best month since Ju

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 Oct 5 GCC Finance Ministers β€” Riyadh
Tue Oct 6 OPEC+ Technical Committee β€” Vienna
Wed Oct 7 UAE-India CEPA Review β€” Abu Dhabi
Thu Oct 8 Arab League Economic Council β€” Cairo

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