Rizk: MENA Inflation Limited Compared to Other EMs

The video discusses the GCC central banks' alignment with the Fed, highlighting Kuwait's unique position due to its currency basket and better fiscal conditions. It examines Saudi Arabia's liquidity situation, noting discrepancies between fiscal data and liquidity indicators. The Gulf fixed income markets are analyzed, with limited upside expected. The video also covers the Federal Reserve's monetary policy, inflation risks, and potential impacts. Finally, it addresses Egypt's need for currency revaluation and economic reforms to foster private sector growth and improve governance.

In what ways does the monetary policy in the GCC differ from fiscal policy in terms of its impact on the economy?

What structural reforms are necessary for Egypt to achieve a more sustainable economic path?