AGP Executive Report
Last update: 7 hours agoGulf Markets & Oil: Most Gulf bourses closed higher as energy-disruption fears eased and Fed-hike odds cooled, while Middle East crude exports reportedly climbed back above pre-war levels in late September despite tanker attacks and Hormuz risks. Iran Economy & Sanctions: Iran’s rial hit a record low as the war and US pressure bite, with Tehran also denying “kicked out” claims over UNGA diplomats and saying it disabled Starlink terminals during January protests. Shipping & Energy Security: Saudi Aramco’s CEO warned global oil stockpiles are “scarily thin,” and shipping data flagged a heightened, unpredictable threat around Hormuz as exports rely more on alternative routes. Turkey Inflation: Türkiye’s annual inflation eased to 29.73% in September, with rent-rate implications set for October. Lebanon Politics: Kataeb leader Sami Gemayel urged Lebanon to execute state decisions to break from Hezbollah and Iran’s “hegemony,” framing it as a sovereignty test. Iraq-Iran Aviation: Iraqi Airways plans to resume direct Iran flights from Thursday after a US sanctions exemption, with daily routes from Najaf. Business & Risk: Malaysia’s central bank said Middle East conflict spillovers are manageable, but prolonged escalation could worsen commodity shocks and growth.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.