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Saudi economy stronger in Q4, consensus too bearish on 2017

Our GDP Tracker suggests that the Saudi economy strengthened in the final quarter of 2016 as the drag from fiscal austerity eased. Headline GDP growth is likely to slow sharply in the first half of this year on the back of oil production cuts, but we think the consensus and the IMF are now overly pessimistic on growth over 2017 as a whole.

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