Outlook for EM Currencies

The video discusses the sustainability of the dollar peg in the Middle East, exploring alternatives like a basket peg. It examines the decoupling of liquidity metrics from oil prices in Saudi Arabia and the impact of investments in Egypt. The potential effects of a US recession on regional economies are also analyzed, highlighting the resilience of oil-producing countries.

What challenges does the Egyptian pound face despite the expected inflows of investment?

How might a recession in the United States impact the economic situation in the Middle East?

What are the potential outcomes for GDP in Saudi Arabia if oil production increases?