A Middle East Story: Peace, Oil, Sanctions and Growth

A Middle East Story: Peace, Oil, Sanctions and Growth

Gaurav, Suren, Charlie, and Aidan explore the new peace in the Middle East. They start with the newly agreed twenty-point peace plan between Israel and Hamas and explore its regional implications. Despite limited details and timelines, the ceasefire has held and advanced further than previous efforts—particularly in terms of hostage returns. While full implementation remains distant, all parties are still engaged. The conversation then shifts to Iran, including peace efforts, U.S. sanctions, and the waning influence of Iran and its proxies. The team also examines the Houthis’ disruption of shipping routes through the Red Sea and the Suez Canal, followed by a discussion on oil price stability amid escalating regional tensions. In closing, the conversation reflects on the resilience of GCC economies, which have defied regional geopolitical instability to attract global capital and deliver strong growth.

Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.

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Avsnitt(89)

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18 Juni 59min

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11 Juni 48min

Inflation Insurance

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4 Juni 48min

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29 Maj 54min

Reflections on Growth: No Strait Answer

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Gaurav is joined by Stefan, Andrew, Suren and Kamil to take stock of a global economy that is still holding up—just—three months into the Middle East conflict. Oil prices remain range‑bound for now, b...

22 Maj 55min

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15 Maj 41min

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