Rasmala Investment 'Bullish' on GCC Stock Markets: Swats

The video discusses Goldman Sachs' revised global perspective, focusing on bond yields and their impact on the GCC region. It anticipates a Federal Reserve interest rate cut, which would benefit GCC economies due to their currency peg to the US dollar. The video also highlights recent reform developments in the UAE and Saudi Arabia, which are expected to attract long-term investments and boost regional equity markets.

Why is there a belief that only one interest rate cut will occur in July?

What is the overall sentiment towards the regional equity markets as discussed in the text?