More: Gulf Countries
The Fed Is Pulling Hot Money Out of Asia. Gulf Money Is Edging In — Who Gains the Leverage?
TODAY'S NUMBERS
$26.3bn (EM portfolio outflows, September) · 5.29% (US 10-year yield peak, 29 September) · 13% (Asia's share of Mubadala's portfolio, up from 10%)....
The Muscat Process: Making Dialogue a Security Capability
The hour after detectionGulf security is usually discussed in terms of deterrence, military capability, and external partnerships. All three matter. But when a crisis...
Middle East Oil Exports Rebound Above Pre-War Levels but Tanker Attacks Rise
Gulf oil exporters managed to increase their exports to levels above those seen before the recent war for about half of September. However, ongoing...
Iran’s Strategy After the War: Hormuz, Gulf Tensions and the Risk of Another Conflict
The war involving Iran, Israel and the United States has reshaped the strategic balance across the Middle East, leaving the Strait of Hormuz at...
Pakistan Is Becoming the Gulf’s Security Provider
Chinese Missiles, Pakistani Crews, Saudi Oil
At King Abdulaziz Air Base in Saudi Arabia's Eastern Province, the air defences guarding the kingdom against Houthi and...
The Last US Troops Have Left Iraq, and It Is Now Iran’s Launchpad
A Departure, and a Drone Launcher
On 30 September the last American troops left an air base in the Erbil region, ending the US military...
Bahrain’s Warning at the UN: The Gulf Emergency the World Is Overlooking
The Gulf is the region's most serious security crisis in decades, Bahrain's Foreign Minister Dr. Abdullatif bin Rashid Al Zayani said during his address...
America Now Pays 5% to Borrow: Where Japanese, Norwegian and Gulf Money Is Going Instead
TODAY'S NUMBERS
5.17% (US 10-year yield, highest since 2007) · 54.3% (indirect bid at Wednesday's five-year auction; average 65.2%) · $1.10trn (Japan's Treasury holdings, down...
Why the Fed’s Hike Won’t Bring Gulf Money Back to Wall Street
TODAY'S NUMBERS:
3.75%–4.00% (Fed's new rate, first hike since 2023) · 100.07 (Dollar Index) · $127.08bn (Korea's 2026 portfolio outflow). The dollar's rebound is being...
Gulf: Is a Stable Regional Order Attainable?
An event addresses a moment; a process creates continuity.An event manages adjustment; a process builds order.
Complementing the proposed Muscat/Oman process, diplomatically in circulation since...