Justin Alexander
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khalijeconomics.bsky.social
Justin Alexander
@khalijeconomics.bsky.social
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khalijeconomics.bsky.social
Weekly #GCC news to 12 Dec, including analysis of #Oman’s upgrade and #Yemen’s war. www.linkedin.com/pulse/gcc-ne...
GCC news to 12 Dec: Oman’s upgrade and Yemen’s war
The GCC mirrored the US -25bp cut; policy rates now range from 3.5% (Kuwait) to 4.
www.linkedin.com
December 13, 2025 at 12:07 PM
khalijeconomics.bsky.social
Weekly #GCC news to 5 Dec, including analysis of the #Saudi budget and the OPEC+ #oil capacity audit www.linkedin.com/pulse/gcc-ne...
GCC news to 5 Dec: Saudi budget and OPEC+ audit
(1. below) OPEC+’s capacity audit will mainly be done by US firm D&M, bar sanctioned countries.
www.linkedin.com
December 6, 2025 at 3:58 AM
khalijeconomics.bsky.social
Weekly #GCC news to 28 Nov, including analysis of #Dubai’s budget and rating actions on #Kuwait and #Bahrain www.linkedin.com/pulse/weekly...
Weekly GCC news to 28 Nov: Dubai's budget, Bahrain & Kuwait ratings
(1 below): Dubai anticipates about a 1.4% of GDP surplus on average in 2026-28, in a conservative budget.
www.linkedin.com
November 28, 2025 at 9:37 PM
khalijeconomics.bsky.social
Weekly #GCC news to 21 Nov, including analysis of Saudi-US deals www.linkedin.com/pulse/weekly...
Weekly GCC news to 21 Nov: Saudi-US deals
Brent crude dropped to $62, its lowest in a month, amid a renewed US effort for a Ukraine deal. (Analysis below) MBS’s visit to the US was seen as successful by both sides.
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November 21, 2025 at 6:08 PM
khalijeconomics.bsky.social
Weekly #GCC news to 14 Nov, including analysis of #Dubai GDP and #Saudi tourism: www.linkedin.com/pulse/weekly...
Weekly GCC news to 14 Nov: Dubai GDP and Saudi tourism
(1. below) Dubai’s GDP grew by 4.
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November 14, 2025 at 8:21 PM
khalijeconomics.bsky.social
Weekly #GCC news to 7 Nov, including analysis of OPEC+ #oil hike and AI in the #UAE www.linkedin.com/pulse/weekly...
Weekly GCC news to 7 Nov: Oil and AI
(1. below) OPEC+ announced a small Dec hike followed by a 3-month pause; Brent dipped back to $63.
www.linkedin.com
November 7, 2025 at 7:15 PM
khalijeconomics.bsky.social
Weekly #GCC news to 31 Oct, including analysis of #Saudi deficit and #AI deals www.linkedin.com/pulse/weekly...
Weekly GCC news to 31 Oct: Saudi deficit and AI deals
(1. below) The Saudi deficit widened to -7.
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October 31, 2025 at 6:16 PM
khalijeconomics.bsky.social
Weekly #GCC news to 24 Oct, including analysis of the #oil rebound and #Kuwait’s balance of payments www.linkedin.com/pulse/weekly...
Weekly GCC news to 24 Oct: Oil and Kuwait
(1. below) Oil rebounded to $66 as a result of new US and EU sanctions on Russia.
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October 24, 2025 at 5:58 PM
khalijeconomics.bsky.social
Weekly #GCC news to 17 Oct, including analysis of #oil and #UAE FDI and current surplus
www.linkedin.com/pulse/weekly...
Weekly GCC news to 17 Oct: Oil at $60 and UAE payments
(1. below) The UAE's current surplus rose to 14.
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October 17, 2025 at 11:28 PM
khalijeconomics.bsky.social
Weekly #GCC news to 10 Oct, including analysis of #AbuDhabi's fiscal outturn and #Gaza peace deal
www.linkedin.com/pulse/weekly...
Weekly GCC news to 10 Oct: Abu Dhabi fiscals and Gaza peace
(1. below) Abu Dhabi's fiscal surplus was a strong 6.
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October 10, 2025 at 1:38 PM
khalijeconomics.bsky.social
Weekly #GCC news to 3 Oct: Headlines plus analysis of #Saudi fiscal projections and Trump’s defense pledge to #Qatar www.linkedin.com/pulse/weekly...
Weekly GCC news to 3 Oct: Saudi fiscal, Qatar/US/Israel
(1. below): Saudi Arabia’s deficit estimate was widened to -5.
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October 3, 2025 at 1:50 PM
khalijeconomics.bsky.social
Weekly #GCC news to 26 Sep: Headlines plus analysis of #Qatar & #Oman GDP and recognition of #Palestine www.linkedin.com/pulse/weekly...
Weekly GCC news to 26 Sep: Qatar & Oman GDP, recognition of Palestine
(1. below) Qatar and Oman reported Q2 GDP, with non-oil growth slowing to 3.
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September 26, 2025 at 10:23 PM
khalijeconomics.bsky.social
Weekly #GCC news to 19 Sep: Headlines plus analysis of #Saudi inflation revisions and #Kuwait’s population decline www.linkedin.com/pulse/weekly...
Weekly GCC news to 19 Sep: Saudi inflation and Kuwaiti depopulation
(1. below) Saudi Arabia revised its inflation basket, lifting the weights of food and transport but reducing rents.
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September 19, 2025 at 5:58 PM
khalijeconomics.bsky.social
Weekly #GCC news to 12 Sep with analysis of Israel strike on #Qatar and #OPEC+ oil hike www.linkedin.com/pulse/weekly...
Weekly GCC news to 12 Sep: Qatar attacked, OPEC+ hikes
(1 below) Israel's airstrike on Doha killed a Qatari policeman and junior Hamas members. (2 below) Oil rose despite the decision by OPEC+ to begin tapering the May 2023 voluntary cuts.
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September 12, 2025 at 7:31 PM
khalijeconomics.bsky.social
Weekly #GCC news to 5 Sep: Headlines plus analysis of #Bahrain's debt and GCC action on #Palestine www.linkedin.com/pulse/weekly...
Weekly GCC news to 5 Sep: Bahraini debt and GCC-Palestine
(1 below): Bahrain issued $1.5bn in unannounced sukuk in July, bringing its total debt to about 140% of GDP.
www.linkedin.com
September 5, 2025 at 7:41 PM
khalijeconomics.bsky.social
Weekly #GCC news to 29 Aug: Headlines plus analysis of #Kuwait’s finances and a new #UAE trade partnership. www.linkedin.com/pulse/weekly...
Weekly GCC news to 29 Aug: Kuwait’s finances and UAE trade
(1. below): Kuwait’s deficit narrowed due to an -8% cut in expenditure, particular goods & services and capex.
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August 29, 2025 at 9:05 PM
khalijeconomics.bsky.social
Weekly #GCC news to 22 Aug: AI and Trojena www.linkedin.com/pulse/weekly...
Weekly GCC news to 22 Aug: AI and Trojena
(1. below) The UAE and Saudi Arabia ranked top, after the US, in a global index of AI compute resources.
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August 22, 2025 at 5:11 PM
khalijeconomics.bsky.social
Weekly #GCC news to 8 Aug: Headlines plus analysis of IMF report on #Saudi Arabia and resignation of #Kuwait’s finance minister www.linkedin.com/pulse/weekly...
Weekly GCC news to 8 Aug: Saudi IMF report and Kuwait’s finance minister
(1. below): The IMF’s Saudi Article IV sees a -4% of GDP deficit in 2025, but debt of 48% of GDP ($0.
www.linkedin.com
August 8, 2025 at 7:28 PM
khalijeconomics.bsky.social
Weekly #GCC news to 1 Aug: Headlines plus analysis of #Saudi deficit and UK to recognize #Palestinian statehood www.linkedin.com/pulse/weekly...
Weekly GCC news to 1 Aug: Saudi deficit and Palestine statehood
(1 below): The Saudi deficit narrowed to -3% of GDP in Q2, mainly due to a seasonal rise in tax revenue. (2 below): The UK and Canada joined France in saying that they will recognize Palestinian state...
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August 1, 2025 at 5:50 PM
khalijeconomics.bsky.social
Weekly #GCC news to 24 July: Headlines plus analysis of #Kuwait’s deficit and France's plan to recognize #Palestine www.linkedin.com/pulse/weekly...
Weekly GCC news to 24 July: Kuwait's deficit and Palestine
(1. below) France will recognize Palestinian statehood, and 25 Western states spoke out on Gaza.
www.linkedin.com
July 25, 2025 at 8:07 PM
khalijeconomics.bsky.social
Weekly #GCC news to 18 Jul: Headlines plus analysis of #Bahrain-US deals and #Saudi oil hike
www.linkedin.com/pulse/weekly...
Weekly GCC news to 18 Jul: Bahrain-US deals and Saudi oil hike
(1) below: Bahrain’s Crown Prince visited Trump and announced $17bn in deals, mainly in aviation. (2) below: Saudi oil production rose by 0.
www.linkedin.com
July 18, 2025 at 6:40 PM
khalijeconomics.bsky.social
Weekly #GCC news to 11 Jul: Headlines plus analysis of #OPEC+ oil hike and #Oman rating upgrade
www.linkedin.com/pulse/weekly...
Weekly GCC news to 11 Jul: OPEC+ taper and Oman upgrade
(1) below: OPEC+ is accelerating its taper by 0.55m b/d in August, more than had been expected.
www.linkedin.com
July 11, 2025 at 5:59 PM
khalijeconomics.bsky.social
Weekly GCC news to 4 Jul: PMIs and PIF results www.linkedin.com/pulse/weekly...
Weekly GCC news to 4 Jul: PMIs and PIF
[(1) below & graph]: Dubai’s PMI dropped to a 4-year low, but Saudi Arabia’s rebounded. [(2) below]: PIF’s assets and revenue rose, but its profits declined sharply.
www.linkedin.com
July 4, 2025 at 5:41 PM
khalijeconomics.bsky.social
Weekly #GCC news to 27 Jun: Headlines plus analysis of the #Iran ceasefire and #Oman’s personal income tax: www.linkedin.com/pulse/weekly...
Weekly GCC news to 27 Jun: Iran ceasefire and Oman tax
[see (1) below] Qatar intercepted Iranian missiles and then helped mediate a ceasefire with the US and Israel. [see (2) below] Oman is launching personal income tax in 2028, at 5% for income above $10...
www.linkedin.com
June 28, 2025 at 1:21 AM
khalijeconomics.bsky.social
Weekly #GCC news to 20 Jun: Headlines plus scenarios for #Iran war and analysis of #FDI www.linkedin.com/pulse/weekly...
Weekly GCC news to 20 Jun: Iran war and GCC competitiveness
[(1) below] Trump is considering joining the war to bomb the hardened Fordow nuclear site. [(2) below] FDI into the GCC rose by 10%; the UAE ranked 10th, with the 2nd most greenfield projects.
www.linkedin.com
June 20, 2025 at 8:21 PM