The Point for CEEMEA

This report provides a weekly update on CEEMEA markets, highlighting MENA bank earnings expectations, corporate updates for AlArabia and Almarai, and macro outlooks for Turkey.

Key Takeaways

• 1.MENA banks face 2Q26 earnings pressure due to the US-Iran conflict, with profit declines expected for 60-65% of coverage.
• 2.AlArabia estimates reduced following a soft start to 2026 and slower project ramp-ups in Saudi Arabia.
• 3.Turkish inflation dynamics remain challenging, with the CBT likely to maintain a cautious policy stance despite economic activity slowing.

Table of Contents

• Top Call
• MENA
• Must Read
• Emerging Europe
• Sector
• Strategy & Economics

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