BLK · News · 20260903N

Gulf Capital Flows Outlook

BlackRock, Inc. · 2026-09-03 · Importance 17 · Surprise 24

BlackRock’s top strategist said a projected $2.1 trillion Gulf spending boom could materially reshape global capital flows. Gulf sovereign wealth funds are reportedly redirecting capital away from global markets, with potential effects on Treasuries and equities. The strategist also highlighted implications for AI infrastructure investment, although no specific timeframe beyond the projected spending boom was provided.

Key facts

• BlackRock says there is a $2.1 trillion Gulf spending boom that could reshape global capital flows. source