Jefferies International's Moubayed on Dubai's Extending Curbs, the U.S. Report on Khashoggi, Oil

The video discusses the economic recovery in the UAE and the broader Middle East, focusing on policies driving recovery and geopolitical influences. It examines the impact of US-Saudi relations on economic flows, particularly in light of recent sanctions. The discussion also covers oil price forecasts, highlighting supply-demand dynamics and the role of OPEC. Finally, it explores regional economic strategies, emphasizing resilience in the GCC and other regions with high external funding needs.

What are the key focuses for the UAE and the Kingdom in their economic recovery efforts?

• Short-term policy stimulus and fiscal reform

• Increasing oil production

• Reducing foreign investments

• Expanding military capabilities

How might the US-Saudi relations reset affect financial flows to Saudi Arabia?

• It will significantly increase financial flows

• It will have no impact on financial flows

• It may influence arms sales but not significantly affect financial flows

• It will completely halt financial flows

What is the short-term outlook for oil prices according to the discussion?

• Prices are expected to rise

• Prices are expected to fall

• Prices are expected to be volatile

• Prices are expected to remain stable

What is a key factor that could influence long-term oil supply dynamics?

• China's economic policies

• OPEC+ decisions

• US-Saudi relations

• Iran's integration into global markets

Which countries are highlighted as having robust sovereign balance sheets in the GCC?

• Oman and Bahrain

• Abu Dhabi and Qatar

• Egypt and Jordan

• Saudi Arabia and Kuwait

What is a potential challenge for countries like Egypt and Jordan in 2021?

• Low oil prices

• High external funding needs

• Decreasing population

• Political instability

Which country is preferred over Egypt for investment due to reform implementation?

• Tunisia

• Oman

• Bahrain

• Morocco