Oil Prices 'New Equilibrium' Seen, Arquaam Capital Says

The video discusses the volatility in oil prices and the search for a new market equilibrium following recent OPEC meetings and Saudi supply decisions. It highlights the impact of oil price changes on asset prices, particularly in the GCC region, and examines the relationship between GCC spreads and oil prices. The analysis extends to Saudi bonds, focusing on the yield curve's steepness compared to other sovereigns. Finally, the video explores Oman's market sensitivity to oil prices, noting potential value in utility companies.

What is the significance of the steepness of the KSA curve in relation to other sovereigns?

What potential value is identified in the Oman market according to the text?