Discussion on stable credit conditions in the Gulf Cooperation Council region and challenges in North Africa and Levant. Geopolitical risks, such as the Israel-Hamas conflict, are a major concern. Analysis of credit conditions in Egypt, Tunisia, and Lebanon, highlighting financing gaps and market access challenges. Exploration of funding conditions and economic performance in the MENA region, with a focus on the Gulf Cooperation Council. Factors influencing core productivity, including M&A transactions and renewable energy investments, and geopolitical risks in Gaza and the Red Sea.

Vincent Gusdorf and Christian Fang discuss the hype around generative AI, sectors at the forefront of AI's potential, challenges and downsides of integrating AI, and the economic implications of AI including increased productivity and innovation.