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Events
Databanks
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Argentina databank May 28 -
Brazil Economics databank May 19
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Central America databank May 28
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Chile databank May 27
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China databank Mar 21
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Colombia databank May 12
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Dominican Republic databank May 21
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Ecuador databank May 23
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Gulf Countries databank May 30
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Hungary databank May 20
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India databank Apr 28
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Mexico databank May 12
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Panama databank May 13
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Peru databank Apr 28
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Philippines databank May 8
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Poland databank Apr 29
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Russia Economics databank May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
GULF WEEKLY: Aramco issues bonds, Oman records Q1 deficit, Fitch expects mild Dubai property correction
GULF COUNTRIES · Report · 30 May 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil dipped to $62 amidst reports that OPEC+ could boost July output by more than 0.4m b/d. * Trump said Iran talks are going well and warned Israel not to strike. There could be an interim deal. * Saudi Arabia conducted a...
GULF WEEKLY: Kuwait plans huge debt issuances, Gulf airlines achieve record profits, Bahrain may import Russian LNG
GULF COUNTRIES · Report · 23 May 2025 · 2 responses
A skimmable summary overlaid with our analysis and links. Headlines: * Oil dipped to $64 on tariff worries, rising inventories and OPEC+ taper speculation. * A fifth round of US-Iran talks is underway, but Khamenei downplayed the prospects. * NEOM’s green hydrogen plant, opening next year, i...
GULF WEEKLY: Trump tours GCC, PIF launches AI champion, oil eases on talk of an Iran deal, Mumtalakat achieves record profit
GULF COUNTRIES · Report · 16 May 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil prices eased back to $64 after Trump said on Thursday that an Iran deal might be close. * April data showed only a small rise in OPEC+ V8 output and continued Kazakh overproduction. * The White House counted $1trn in ...
GULF WEEKLY: Bahrain and Saudi deficits widen, Kuwait and Bahrain GDP slows, OPEC+ speeds taper, Flynas IPO announced
GULF COUNTRIES · Report · 09 May 2025
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC+ will boost output by 0.4 b/d in June, but the oil price still rose to $64 on US-China talks. * The US will fast-track some GCC investments and could ease AI chip export limitations. * Saudi Arabia recorded a -5% of ...
Saudi Q1 fiscal - no sign of spending cuts and a record increase in debt
GULF COUNTRIES · In Brief · 05 May 2025
The Ministry of Finance is getting timelier with its fiscal releases, publishing Q1 today, just five weeks after the quarter end and a week before Aramco's earnings. I will include some more analysis in the weekly report, but a few quick takeaways: The decline in oil revenue was as expected, give...
GULF WEEKLY: Saudi GDP revised up by 14%, $7.4bn in debt issued across GCC, Eric Trump launches GCC deals, Oman discusses US FTA
GULF COUNTRIES · Report · 02 May 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil traded lower in advance of an OPEC+ meeting tomorrow that could accelerate the taper. * Despite positive noises after a 3rd US-Iran meeting in Oman, Trump threatened secondary sanctions. * The IMF’s REO forecasts see ...
GULF WEEKLY: IMF/WB revise down GCC forecasts, Adnoc signs Chinese LNG contracts, S&P puts Bahrain on Negative outlook
GULF COUNTRIES · Report · 25 Apr 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Chatter that OPEC+ might accelerate its taper because of Kazakh overproduction weighed on oil. * There were some positive vibes regarding US-Iran talks, which will now involve a technical group. * The IMF and World Bank r...
GULF WEEKLY: US-Iran nuclear talks begin, Oman and Europe plan hydrogen corridor, Bahraini parliament calls for tariffs on US
GULF COUNTRIES · Report · 17 Apr 2025 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * Oil recovered to a two-week high of $67, and OPEC+ announced revised compensation cuts. * OPEC and the IEA both revised down both oil demand and supply forecasts due to US policies. * US-Iran nuclear talks in Oman seemed ...
GULF WEEKLY: UAE-EU trade talks launched, UAE & KSA do US LNG deals, Oman bank merger proposed, Bahrain tourism surges
GULF COUNTRIES · Report · 11 Apr 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil touched a new four-year low, raising concerns about larger GCC deficits and financing needs. * US-Iran talks in Oman are scheduled tomorrow and may also be a factor weighing on the oil market. * Gulf equity markets de...
GULF WEEKLY: Oil drops $10 due to trade war and OPEC+ hike, Saudi Arabia’s current account falls into deficit, Abu Dhabi sees strong GDP growth, Bahrain’s FDI surges in Q4
GULF COUNTRIES · Report · 04 Apr 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Brent oil crashed by $10 in two days to $65, a 4-year low, due largely to the US trade war. * OPEC+ also announced unexpected production hikes to punish Kazakh overproduction. * GCC states all have trade deficits with the...
"Liberation Day" tariffs have limited direct impact on the GCC but have hurt the oil price
GULF COUNTRIES · In Brief · 02 Apr 2025
As a hot take on the impact of the US tariff announcements on the GCC, here are two positives, two negatives, and two areas that are currently unknown. There will be much more to discuss as responses and secondary impacts become clearer. Positives 1. GCC competitiveness in the US (and elsewhere) ...
GULF WEEKLY: Bahrain budgets large deficit, Kuwait passes debt law, S&P turns negative on Sharjah, Oman GDP
GULF COUNTRIES · Report · 28 Mar 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Saudi unemployment fell to a record low of 7.0%, achieving the Vision 2030 goal five years early. * S&P placed Sharjah on a negative outlook and sees debt rising to 67% of GDP by 2028. * The UAE fined five banks and two i...
GULF WEEKLY: Saudi Arabia upgraded, new OPEC+ “compensation” cuts, Qatar mediates Congo-Rwanda, Israel restarts Gaza war
GULF COUNTRIES · Report · 21 Mar 2025
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC+ pledged 128m barrels in compensatory cuts, offsetting two months of tapering. * Oman's pledges were the largest in the GCC, in relative terms, and its 2025 output will be flat. * S&P upgraded Saudi Arabia to A+ due ...
GULF WEEKLY: Saudi non-oil GDP rises, Kuwait’s cabinet approved the debt law, SWFs make large acquisitions
GULF COUNTRIES · Report · 14 Mar 2025 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * Saudi non-oil GDP growth accelerated to 3.9% in 2024, led by trade & hospitality and finance. * A Neom audit report raised concerns about rising costs and unrealistic revenue projections. * PIF’s video game subsidiary bou...
GULF WEEKLY: OPEC+ affirms taper, Aramco cuts dividends, UAE fiscal surplus, Bahraini budget considers tax hikes
GULF COUNTRIES · Report · 07 Mar 2025 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * Brent crude touched a 4-year low of $68 on OPEC+ taper and Trump tariffs. * Kazakhstan recommitted to overproduction compensation; Iraq failed to restart northern exports. * PMIs mainly eased but remained strong in UAE an...