Arqaam Capital's Rizk: GCC Outperformed EM Economies

The video discusses the GCC's market position, the impact of oil prices on the bond market, and issuance trends in the GCC and Turkey. It highlights Turkey's economic challenges, including inflation and political pressure, and Egypt's stabilization efforts supported by the IMF. The video also examines the potential impact of the Fed's interest rate decisions on emerging markets, predicting a recession and a peak in the dollar.

What is the expected impact of China's reopening on emerging markets?

• Decreased bond issuance

• Improved economic outlook

• Increased economic slowdown

• Higher inflation rates

What is the anticipated trend for financial issuance in Saudi Arabia in Q1 of next year?

• Decrease in issuance

• Stable issuance

• Busy financial issuance

• No issuance expected

What is the main reason for Turkey's economic pressure?

• Self-inflicted issues

• External economic sanctions

• Lack of foreign investment

• Global oil price fluctuations

How is Egypt addressing its economic challenges?

• By cutting government spending

• By reducing exports

• By implementing IMF-backed reforms

• By increasing interest rates

What is the expected peak rate according to the Federal Reserve's consensus?

• 6%

• 5%

• 4%

• 3%

What is the base case scenario for the US economy according to the transcript?

• Deflation

• Stagnation

• Recession

• Economic boom

What is the expected trend for the dollar and interest rates by next year?

• Dollar will remain stable, and rates will fluctuate

• Dollar will strengthen, and rates will fall

• Dollar will weaken, and rates will rise

• Dollar will peak, and rates will stabilize