Markets & Data
Market analysis, data-driven insights, and macro commentary.
UAE Exit from OPEC+, Shift in Oil Policy
The UAE has announced its exit from OPEC and OPEC+ effective May 1, 2026, signaling a strategic shift toward independent oil production management while maintaining market stability.
Middle East war jolts IMF outlook and puts Gulf ETF investors on alert
The IMF warns that Middle East conflict threatens global growth, projecting 3.1% expansion and 4.4% inflation in 2026. Gulf ETF investors face uneven impacts as energy prices rise but conflict-affected economies face direct infrastructure damage.
US Tech: Goldman Sees Entry Opportunity as Valuations Compress
Goldman notes that tech’s relative returns have weakened to their lowest point in roughly 50 years, creating what it describes as a potential generational opportunity.
DFM Lowers Tick Size on ETFs. Here’s Why This Is Positive for Investors
Explore DFm fees and how the new tick size regime can lower trading costs for ETF investors in Dubai's financial market.
US-Iran negotiations reignite the markets, oil drops
Trump's remarks on Iran lead to a brief market surge, but Tehran's rejection highlights ongoing geopolitical tension.
Muscat Stock Exchange Extends Trading Hours in Push for Regional Alignment
Discover how Muscat Stock Exchange's new trading hours aim to modernize Oman's capital markets for better accessibility.
Trump Hints at an Endgame in Iran. Markets Start Pricing One In
Explore how markets in Iran and the US reacted to President Trump's contradictory messages about the ongoing conflict.
Dow 50,000: The Signals Beneath a Historic Milestone
Explore how the Dow Jones reached 50,000 points, reflecting a diverse range of sectors contributing to market strength.
Oil Prices Slide as U.S.–Iran Tensions Ease
Understand the recent changes in oil prices due to U.S.-Iran negotiations and their implications for the market.
Gold breaks $5,000: a brief moment that says a lot
Gold has crossed $5,000 per troy ounce for the first time, briefly trading above $5,100 on Monday before settling around the low $5,000s, according to market reporting. It is a milestone few in the bullion market expected this decade, and one with immediate consequences in the Gulf. In the UAE, retail prices adjusted almost instantly, […]
Gold and Silver First, Copper and Carbon Next: A New Commodity Regime Emerges
Explore the impact of copper oil gold on the commodity market in 2026 with key insights into inflation and investment strategies.
A U.S. strike on Iran would ripple through GCC ETFs
Oil, risk premia, and why Gulf markets often wobble then re-price fastEvery serious U.S.-Iran escalation over the past decade has followed a familiar market script. An overnight jump in Brent, a wobble in global equities, and sharp often exaggerated moves in Gulf markets at the open.Yet history also shows that unless Gulf oil or shipping […]
