Lightnews — Scholar-powered news

Ziad Daoud @ziaddaoud.bsky.social · 2h

Trump says Israel and Hamas have signed the first phase of his peace plan — one day before the Nobel Peace Prize is announced

He had also brokered a Gaza ceasefire one day before his inauguration in January — that one didn't last

Global outrage has grown after two years of bombardment in Gaza. In Israel, it is a different story | CNN

Ziad Daoud @ziaddaoud.bsky.social · 1d

"Watching Israel’s bombardment [of Gaza] has become a popular pastime; people take turns looking through tower viewers. Some bring popcorn and snacks, and some snap selfies as the thud of airstrikes echo in the distance"

edition.cnn.com/2025/10/05/m...

On a hot Friday morning in September, dozens of Israelis turned up at Gaza’s border fence – not as soldiers, but as dissenters. Their demand: an end to the siege they say is being carried out in their...

edition.cnn.com

Plenary Session 3 | Iraq's economic-demographic dilemma: Is there a way forward?

Ziad Daoud @ziaddaoud.bsky.social · 2d

Last week at Chatham House, I argued that $53 oil is Iraq’s line between calm and crisis

My initial remarks start around 2:30

Great sharing the panel with Raghad al-Abboodi, Hayder Al Shakeri, Amer al-Adhadh — under the moderation of Lina Khatib

youtu.be/c6i5_9KuEks?...

YouTube video by Chatham House

youtu.be

Ziad Daoud @ziaddaoud.bsky.social · 2d

OPEC+ met for 9 minutes & added 137k barrels a day
• Saudi wanted to pump more; Russia to defend prices
• Some members are nearing capacity, restoring only 60% of agreed supply hike since May
• Signs of oil glut: unsold Mideast cargoes are accumulating
www.bloomberg.com/news/article...

OPEC+ Agrees to Modest Oil Production Increase for November

OPEC+ agreed to a modest increase in its November oil production as group leaders Saudi Arabia and Russia overcame a difference in position.

Ziad Daoud @ziaddaoud.bsky.social · 3d

هناك مشترك أخير بين قصة شلايم والسياسة الاقتصادية في المنطقة

وهو: تحكم عدد محدود من الأفراد في إدارة الريع

في عائلة شلايم، لم تصمد الثروة لسبعة أجيال، لأن الابن الأكبر، وريث الجد، بددها بعد إدمانه القمار

5/5

Ziad Daoud on X: "ما العامل المشترك بين اقتصادات العراق ودول الخليج ومصر والأردن؟ الجواب: اعتماد الجميع على الريع خبر بيع مصر لأراضي في ساحلها الشمالي يؤكد هذا انتشار النموذج لنستعرض بعض تجليات الريع في العالم العربي 1/6 https://t.co/ZdTcMummSz" / X

Ziad Daoud @ziaddaoud.bsky.social · 3d

ما القاسم المشترك بين الريع وال40 منزل التي تركها جد شلايم؟

• دخل بلا عمل
• راحة قد تتحول إلى كسل
• خطر من تقلبات الأسعار، نفط كان أو عقار
• ومع تزايد السكان بمرور الأجيال، قد لا يعود الريع كافي للجميع

4/5

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Ziad Daoud @ziaddaoud.bsky.social · 3d

هذه الحكاية ليست عن عائلة شلايم فقط، بل عن المنطقة كلها

الثروة التي تركها الجد تشبه الريع الذي يحرك معظم اقتصادات الشرق الأوسط اليوم

للريع تجليات قديمة: النفط والغاز، الطرق التجارية، المساعدات الخارجية

وصور حديثة: الصناديق السيادية، وبيع الأراضي

3/5
x.com/ZiadMDaoud/s...

ما العامل المشترك بين اقتصادات العراق ودول الخليج ومصر والأردن؟ الجواب: اعتماد الجميع على الريع خبر بيع مصر لأراضي في ساحلها الشمالي يؤكد هذا انتشار النموذج لنستعرض بعض تجليات الريع في العالم العربي 1/6 https://t.co/ZdTcMummSz

x.com

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Ziad Daoud @ziaddaoud.bsky.social · 3d

يذكر آفي شلايم في مذكراته أن أحد أجداده ترك ثروة صغيرة: 40 مفتاح لـ40 منزل

الهدف؟ أن تعيش الأسرة من إيجارات هذه البيوت، دون الحاجة إلى العمل، لمدة سبعة أجيال

ترك الجد إدارة هذه الثروة لابنه الأكبر ووريثه

2/5

Kuwait and Egypt Get Over $29 Billion Demand for Dollar Bond Offers

Ziad Daoud @ziaddaoud.bsky.social · 3d

كيف تحولت سيرة مؤرخ إلى مفتاح لفهم الاقتصاد؟

يعتبر آفي شلايم، المولود في بغداد، من أبرز مؤرخي الشرق الأوسط، خصوصا في موضوع الصراع مع إسرائيل

لكن في كتابه "العوالم الثلاثة: مذكرات يهودي-عربي"، لم يكتب عن الماضي فقط، بل لامس جوهر الاقتصاد السياسي في المنطقة اليوم

1/5

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Ziad Daoud @ziaddaoud.bsky.social · 4d

A borrowing spree in the Middle East

Kuwait raised $11.25 billion; Egypt issued $1.5 billion; Bahrain borrowed $2.5 billion

Lower global interest rates have opened the door to easy funding

5/5
www.bloomberg.com/news/article...

A rush of bond sales in Middle East and North Africa picked up speed on Tuesday, with Kuwait and Egypt taking advantage of investor appetite for higher dollar yields before US interest rates fall.

Morocco Gen Z Protests Turn Deadly as Violence Gains Ground

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Ziad Daoud @ziaddaoud.bsky.social · 4d

Protests in Morocco — an investor favourite, seen as a beacon of stability in the Middle East and North Africa

Chant: “Health care first, we don’t want the World Cup”

Like Qatar 2022 and Saudi 2034, Morocco will co-host the 2030 World Cup

4/5
www.bloomberg.com/news/article...

Morocco reported its first deaths from youth-led protests over poor public services and heavy spending on preparations for the 2030 men’s soccer World Cup.

Ziad Daoud @ziaddaoud.bsky.social · 4d

Saudi 2025 budget deficit got bigger

Previous government expectation was $27 billion; now the forecast is $65 billion

Authorities face 2 challenges: oil revenues are shrinking, and spending cuts are politically difficult

3/5
www.bloomberg.com/news/article...

OPEC+ Nations Strive for Consensus on Size of Next Supply Boost

Ziad Daoud @ziaddaoud.bsky.social · 4d

OPEC+ was split on the next move, ahead of Sunday’s meeting

Two camps: Saudi & the UAE want to pump more oil; Russia is opposed to an accelerated increase

A big hike could fuel the supply glut forecasters see next year — and push prices lower

2/5
www.bloomberg.com/news/article...

OPEC+ nations are trying to reach consensus on how to adjust their oil production next month, with either a modest or more substantial supply increase possible, delegates said.

Ziad Daoud @ziaddaoud.bsky.social · 4d

5 things that happened this week:

Trump proposed a 20-point plan to end the Gaza war

Hamas agreed to release Israeli hostages, and Trump responded positively

Betting markets now put the odds of a Gaza ceasefire by end-October near 50%

1/5
www.bloomberg.com/news/article...

Meloni Shifts Positions on Gaza War as Domestic Pressure Builds

Ziad Daoud @ziaddaoud.bsky.social · 6d

Join us for two in-person Bloomberg events in the US

Washington, DC — October 14
Agenda: left panel in the image
Register: www.bloomberg.com/event-regist...

New York — October 15
Agenda: right panel in the image
Register: go.bloomberg.com/attend/invit...

Ziad Daoud @ziaddaoud.bsky.social · 7d

Iraq prospers when oil is high — and falls into crisis when it drops

Where’s the tipping point between calm and chaos? Our estimate: $53 a barrel

Today oil is at $65, but a supply glut could push prices closer to the threshold

Full analysis on the Bloomberg terminal

2

Ziad Daoud @ziaddaoud.bsky.social · 9d

In Washington DC and interested in learning more about Trumponomics, the Fed, trade, and global security

Join us in our office on October 14th

Registration is open here 👇

www.bloomberg.com/event-regist...

Ziad Daoud @ziaddaoud.bsky.social · 10d

How Italy is shifting on Palestine
• Meloni: from Israel ally in 2022 to presenting a motion to recognise Palestine
• Public: 88% in favour of recognition, from 54% a year ago
• Defense ministry: dispatched frigates to protect Global Freedom Flotilla
www.bloomberg.com/news/article...

When Giorgia Meloni came to power in 2022, she cast herself as a staunch ally of Israel. But a crescendo of domestic opposition to the war in Gaza culminated this week in nationwide strikes that paral...

2

Ziad Daoud @ziaddaoud.bsky.social · 10d

“Netanyahu might have to choose between Trump and his coalition members”

Trump may demand a ceasefire in Gaza; Netanyahu has vowed to continue the war

Prediction markets put the odds of a ceasefire this year at 60% — down from over 90% in July

apnews.com/article/trum...

Ziad Daoud @ziaddaoud.bsky.social · 10d

The IEA is predicting a record oil glut, yet prices have climbed in September

Why the disconnect?

Possible reasons:
• Temporary summer demand
• China stockpiling crude
• Geopolitical risks (Russia & Iran)
• The IEA's forecast is wrong

www.bloomberg.com/news/article...

Ziad Daoud @ziaddaoud.bsky.social · 12d

Saudi will freeze rents in Riyadh for 5 years

Rent inflation hit double digits late last year

Official stats show rent inflation easing nationwide since November — but in Riyadh, market firms say prices have kept climbing

5/5
www.bloomberg.com/news/article...

Israel is increasingly being treated as a global pariah. It's shielded by Trump, for now

Ziad Daoud @ziaddaoud.bsky.social · 12d

Ten countries — including the UK, France, Canada, and Australia — recognised Palestine

Dozens of diplomats walked out on Netanyahu at the UN

He had warned Israel may have to become a militarized “Super Sparta”, then backtracked after stocks tanked

4/5
apnews.com/article/isra...

When Israeli Prime Minister Benjamin Netanyahu addresses world leaders at the United Nations this week, it will be at the helm of a country that is increasingly being treated as a pariah, even by some...

apnews.com

2

Ziad Daoud @ziaddaoud.bsky.social · 12d

The UN is reimposing broad sanctions on Iran

The 2015 nuclear deal lifted them

But the benefits were limited after the US quit the deal in 2018, reinstating its own sanctions

3/5
www.bloomberg.com/news/article...

UN Reinstates Sanctions on Iran After European Talks Fail to Thwart Fresh Nuclear Crisis

The United Nations will reimpose broad sanctions on Iran after days of frantic diplomacy in New York failed to ease a standoff over Tehran’s nuclear program.

Ziad Daoud @ziaddaoud.bsky.social · 12d

Iraq is restarting oil exports from its Kurdistan region — halted since March 2023

Flows are likely to be small: ~200k barrels/day, less than 0.2% of global supply

Iraq is already pumping above its OPEC+ quota

2/5
www.bloomberg.com/news/article...