Falcon Trade Week Ahead: Week 31, 2025 Report
Unpack global and GCC market trends from July 21–25, 2025, alongside AI-driven opportunities and strategic investment insights to navigate August’s pivotal moments.
Beyond the Boundaries of Innovation
Unlocking opportunities in future technologies, strategic investments, and financial empowerment for the UAE and beyond, this section explores how innovation shapes the markets in our Week 31 analysis.
Wealth Path: Building Your Financial Future
Diversify your portfolio with cutting-edge investment avenues like real estate, precious metals, and digital assets. In the UAE, where ADX and DFM are hitting new highs, our insights guide you toward sustainable wealth growth by leveraging market trends and emerging opportunities.
Next Era: Life, AI, Technology & Future Insights
Artificial Intelligence and transformative technologies are reshaping life and work across the UAE and globally. From Multiply Group’s AI data-center ventures to crypto’s evolving role in portfolios, discover how these innovations drive market dynamics and investment strategies.
Market Insights at a Glance
ADX and DFM soar to new heights, while TASI eyes a rebound—see who’s leading the GCC pack!
Ethereum’s volume surge challenges Bitcoin’s dominance—what’s next for crypto?
Brent crude hits $69 amid global tensions—can it break $72?
Global Market Pulse
Cross-Asset Highlights
- Trade Diplomacy Sparks Rally: A surprise 15% tariff deal with Japan and EU talks ignited risk appetite, lifting global indices.
- Fed Watch: Rates likely hold at 4.25%–4.50% on July 30, but dovish signals hint at a September cut—traders are betting big!
- Oil’s Surge: Brent crude reclaimed $69 as Middle East risks and U.S. sanctions outpaced OPEC+ supply hikes.
- Crypto Shake-Up: The $3.9T market cap dipped as Ethereum’s volume eclipsed Bitcoin’s, signaling a shift to mid-cap alts.
Regional Market Snapshots
Abu Dhabi Securities Exchange (ADX)
ADX General rose 0.8% to 10,065, with a 10.58% YTD gain, fueled by 99.5% H1 foreign inflow surge into banks and utilities.
- Winners: Multiply Group jumped 2.5% on AI data-center news; Aldar gained 1.7% pre-earnings.
- Laggards: PureHealth and energy stocks faced profit-taking despite oil’s rally.
Technical Edge: Higher lows above the 50-day EMA signal a potential breakout to 10,671 if 10,200 holds.
Dubai Financial Market (DFM)
DFMGI hit a 17-year high at 5,855, up 1.8% weekly, driven by real estate and financials.
- Top Movers: Amlak Finance soared 14.6% in a turnaround play; Emaar rose 1.4% on sales boom.
- Futures Outlook: July futures at 6,103 suggest stability into month-end.
Risk Alert: RSI above 80 flags overbought conditions—watch for a pause or push to 6,320.
Saudi Tadawul (TASI)
TASI shed 0.2% to 10,981 after eight down sessions, hit by SABIC’s SAR 169M loss and thin liquidity.
- Resilient Banks: Al Rajhi and SNB gained 1–2%, limiting losses.
- Rebound Potential: A bullish fair-value gap eyes 12,879 if 11,300 breaks.
Broader GCC
| Index | Close | Weekly Move | Catalyst |
|---|---|---|---|
| Qatar QE | 10,213 | +0.66% | Telecom & consumer rotation |
| Kuwait Premier | 8,092 | +0.4% | Banks track oil gains |
| Oman MSM30 | 4,880 | −0.3% | Energy profit-taking |
Technical-Fundamental Outlooks
Macro Calendar (29 Jul – 2 Aug)
- FOMC (30 Jul): Rates expected to hold; dovish dot-plot could spark equities.
- GCC Earnings: Aldar (29 Jul), FAB (30 Jul), ADNOC Gas (1 Aug)—strong results could drive ADX higher.
- US Payrolls (2 Aug): +205k forecast; a miss may boost dovish bets.
Trading Strategies
- ADX Breakout: Buy growth names on dips to 9,950, targeting 10,300–10,650; stop at 9,800.
- DFM Hedge: Write covered calls on ETFs as RSI signals consolidation risk.
- TASI Rebound: Enter above 11,300, stop at 10,800, aiming for 12,879.