Breaking Down the GCC Bond Market

The video discusses the resilience of the Gulf market amidst emerging market challenges, focusing on GCC yield charts. It compares the bond performance of Oman and Bahrain, highlighting their different trajectories over the past year. The discussion includes the impact of external interventions on Bahrain's recovery and the less critical situation of Oman. The video also covers market activity in 2019, with significant issuances from countries like Egypt, Saudi Arabia, and Qatar, and forecasts increased supply due to fiscal deficits.

What factors contribute to the resilience of the Gulf market in the context of emerging market reverberations?

How have the sovereign bonds of Oman and Bahrain performed in the last 12 months compared to the beginning of the year?

What external factors influenced the recovery of Bahrain's economy compared to Oman?

What historical political alignments of Oman might affect its economic interventions compared to other GCC members?

Discuss the implications of the fiscal deficit in the Gulf region and its impact on market supply.