Rizk: Yield Curve to Shift Higher If Geopol Risk Eases

The video discusses the negative performance of emerging market indices due to risky asset sell-offs and yield volatility. It highlights the GCC's status as a safe haven, with stable spreads and strong fundamentals. The impact of interest rate hikes and inflation in the GCC, particularly Saudi Arabia, is analyzed. The economic situation in Egypt, including currency devaluation and interest rate hikes, is explored. Finally, opportunities in emerging markets, especially in Egypt and Latin America, are considered.

What inflationary pressures are currently affecting Saudi Arabia?

How does the current situation in Egypt compare to previous years in terms of currency strength?

What steps are necessary for the Egyptian pound to find a floor according to the discussion?