Shifting Horizons: The Middle East in the Age of Trumponomics 2.0
In the heart of downtown Dubai, EXANTE Horizon brings together top institutional investors, strategists, and industry leaders to decode Trumponomics 2.0 and explore what’s on the Horizon for financial markets.
In a new era of political populism, protectionism, shifting geo-energy dynamics, and fiscal tightening across major economies, join us to explore the latest developments transforming global financial markets.
About the Event
Horizon Dubai will delve into the changing financial market landscape shaped by changing trade alliances, deregulation, and shifts in monetary policy.
The discussion will explore how global supply chain realignment, shifting geo-energy dynamics, tightening fiscal policies and diverging monetary policies are reshaping global markets, affecting the performance of cryptocurrencies, equities, bonds and other asset classes.
We will also examine the sustainability of the GCC's counter-cyclical strategies amid these wider global changes.
Event language: English.
Within the EXANTE Horizon series, we invite seasoned international market analysts to share their insights on emerging trends and future forecasts.
Our events are hosted across major global financial hubs and in rapidly developing financial centres.
Reading Room Dubai
- Macroeconomic and Geopolitical views
- Fixed Income
- Stocks and ETFs
- Commodities
- Cryptocurrencies and Digital Asset Development
- Macroeconomic and Geopolitical views
- What Trump’s Tariff Critics Are Getting Wrong
Lori Wallach, Director of the Rethink Trade program at the American Economic Liberties Project writes that US President Donald Trump’s focus on “reciprocal tariffs does not suggest that his administration intends to use tariffs strategically to cut the country’s chronic trade deficit, but that tariffs will be part of the fix.
- Reciprocity and discrimination: When are tariffs useful remedies?
Kimberly Clausing, Senior Researcher, Peterson Institute of International Economics writes about the US administration invoking "reciprocity" in at least four areas and why it is not a good response.
- Will the world trading system survive Trump’s tariffs?
Alan Wm. Wolff, Senior Researcher, Peterson Institute of International Economics writes about how world trade will adapt to American trade restrictiveness.
- MENA Outlook 2025
Middle East Council of Global Affairs
- U.S. Forces in the Middle East: Mapping the Military Presence
Jonathan Masters and Will Merrow write for the Council of Foreign Relations on US activities and military agreements in the Middle East.
- US allies question extended deterrence guarantees, but have few options
Zuzanna Gwadera, Research Analyst and Programme Administrator, International Institute of Strategic Studies (IISS)
- OECD Economic Outlook, Interim Report March 2025
- What Trump’s Tariff Critics Are Getting Wrong
- Fixed Income
- Stocks and ETFs
- Commodities
- Trump 2.0 and Oil Markets
Bassam Fattouh and Andreas Economou at the Oxford Institute for Energy Studies discuss new energy executive orders, the impact of Trump 2.0 on oil markets and oil trade flows, increasing sanctions on Iran and Russia, and the changing relationship with OPEC.
- 5 trends shaping the energy world in 2025
Simon Flowers, Chairman and Chief Analyst, Wood Mackenzie writes for the World Economic Forum about the five key things he sees happening in energy markets.
- How Trump’s new energy policies reshape global oil markets
Dr Elif Selin Calik writing for Middle East Monitor reviews the use of sanctions and US fossil-fuel favouritism.
- Oil markets face uncertainty amid changing geopolitics
- Gulf petrostate Kuwait tries to kick-start diversification from oil
Chloe Cornish writing for the Financial Times about how Kuwait is hitting up debt markets to finance its diversification efforts but that it has no intention of backing away from fossil fuels.
- The 2025 Global Energy Agenda
The Atlantic Council Global Energy Centre
- You asked, we answered: Gold hits $3,000 – What comes next?
Taylor Burnette, Research Lead for the World Gold Council writes about gold’s move above the psychologically important $3,000 level and why it will stay high.
- Trump 2.0 and Oil Markets
- Cryptocurrencies and Digital Asset Development
- The sane person’s guide to crypto investing
Jeff John Roberts writes for Fortune Crypto on the tactics crypto investors may take.
- Basel cryptoasset rules are too obstructive
Lewis McLellan, Editor, Digital Monetary Institute at OMFIF, and Marcelo Prates is Policy Director at Stellar Development Foundation write on Distributed Ledger Technology and the Basel Committee’s rules on prudential exposure to cryptoassets.
- As Crypto Market Matures, What's Next for Bitcoin, Ether and Solana?
Erik Norland writes for CME Group on what’s been driving Bitcoin and other cryptocurrencies lower, including the degree of correlation between them and other asset classes.
- The sane person’s guide to crypto investing
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