Kettlewell: Now Is Time To Look Again At MENA Bonds

The video discusses potential rate hikes and their impact on the bond market, focusing on GCC regions. It analyzes inflation trends, fiscal policies, and oil price projections, offering investment strategies in volatile markets.

What is the significance of the 50 basis points mentioned in the discussion?

How does the bond market's performance relate to the actions of the Fed?

What factors contribute to the decision to invest in the longer end of the curve?

What are the potential risks associated with the current monetary policy?

In what ways do the GCC countries differ from other regions regarding inflation?

What are the implications of a fiscal splurge in the context of oil prices?

How do geopolitical factors influence oil production and pricing?