Oil Prices 'New Equilibrium' Seen, Arquaam Capital Says

The video discusses the volatility in oil prices and the search for a new market equilibrium following recent OPEC meetings and Saudi supply decisions. It highlights the impact of oil price changes on asset prices, particularly in the GCC region, and examines the relationship between GCC spreads and oil prices. The analysis extends to Saudi bonds, focusing on the yield curve's steepness compared to other sovereigns. Finally, the video explores Oman's market sensitivity to oil prices, noting potential value in utility companies.

What is a potential consequence of recent OPEC decisions on the oil market?

• Stable asset prices

• Increased stability in oil prices

• Increased oil volatility

• Decreased oil production

What was a notable trend in GCC spreads during the rise in oil prices?

• Spreads were unaffected by oil prices

• Spreads increased alongside oil prices

• Spreads remained stable

• Spreads decreased significantly

How does the Saudi bond yield curve compare to those of other sovereigns like Indonesia and Mexico?

• It is steeper

• It is identical

• It is more volatile

• It is flatter

What is a key investment opportunity in Oman given the current oil price environment?

• Technology companies

• Utility companies

• Real estate

• Retail sector

What is the fiscal break-even oil price for Oman mentioned in the discussion?

• $50

• $60

• $70

• $80