Arqaam Capital's Hussain: We Like Bahrain Over Oman and Egypt Now

The video discusses the recent market reactions to the Fed meeting, highlighting interest rate volatility and the flattening of the yield curve. It explores the impact of oil prices on inflation and regional spreads, questioning the transitory nature of inflation. The discussion includes investment strategies, focusing on Bahrain over Oman and Egypt due to valuations. It concludes with insights into corporate fixed income opportunities in the UAE and Saudi Arabia as the local economy recovers.

What factors contributed to the flattening of the yield curve following the last Fed meeting?

How has interest rate volatility changed since April of this year?

What is the significance of the comments made by the Saudi Energy Minister regarding inflation?

What are the implications of higher oil prices on inflation expectations in the Gulf region?

Why does the speaker believe Bahrain is a better investment compared to Oman and Egypt?

What challenges does Egypt face in the context of higher oil prices?

How are corporate fixed income plays expected to perform as the UAE economy recovers?