Goetti: Tremendous Value in GCC Bonds

The video discusses the ongoing oil crisis and the potential impact of an OPEC deal, focusing on Saudi Arabia's willingness to compromise. It explores investment strategies in light of expected Fed rate hikes and the implications for the US dollar and emerging markets. The video also highlights opportunities in Middle East bonds and the potential effects of a Trump presidency and Brexit on global markets.

What is the key factor in Saudi Arabia's approach to the oil crisis?

• Increasing oil production

• Compromising to cut or cap production

• Relying on Iran's participation

• Ignoring the OPEC deal

What is the expected impact of the Federal Reserve's rate hike on the economy?

• It will raise rates into a slowing economy

• It will decrease the value of the dollar

• It will boost economic growth

• It will have no impact

Why is there interest in bonds in the Middle East?

• Lack of other investment opportunities

• High inflation rates

• Attractive spreads over Treasuries

• Low borrower ratings

How might a strong US dollar affect emerging markets?

• It will be detrimental to emerging markets

• It will benefit emerging markets

• It will have no effect

• It will lead to increased investments in emerging markets

What is the potential impact of Brexit on the British pound?

• It will put downward pressure on the pound

• It will have no impact

• It will strengthen the pound

• It will stabilize the pound