Merrill Lynch’s Yazhari Expects Oil to Rally Into the Summer

The transcript discusses oil price forecasts, highlighting a potential summer rally and the impact of OPEC meetings on market volatility. It examines the Saudi petrochemical sector's underperformance and the banking sector's positive earnings growth, emphasizing a shift from margin expansion to volume growth.

What is the anticipated shift in focus for the banks in 2019 according to the discussion?

What is the expected impact of the Saudi government's plans on loan growth in the second half of the year?