Categories Atilla Yeşilada Business Columnists HIGHLIGHTS Cheap loans, foreign interest, negative real rates stoke real estate rally Atilla YeşiladaPosted on16 April, 2022 Cover chart: House sales. Red = total Blue= mortgage Orange = new home sales Violet: … Continue ReadingCheap loans, foreign interest, negative real rates stoke real estate rally
Categories Atilla Yeşilada Business Economy HIGHLIGHTS Commentary: Soaring trade deficits, shrinking PMI and sickly consumer confidence Atilla YeşiladaPosted on1 April, 2022 Recent data reveals a weakening of economic activity in Turkey, which weakness is likely to … Continue ReadingCommentary: Soaring trade deficits, shrinking PMI and sickly consumer confidence
Categories Atilla Yeşilada Columnists Economy HIGHLIGHTS Three Scourges of Turkish Economy: Unemployment, Inflation, and External Deficit Atilla YeşiladaPosted on30 March, 2022 Three Scourges of Turkish Economy: Unemployment, Inflation, and External Deficit After a stellar year … Continue ReadingThree Scourges of Turkish Economy: Unemployment, Inflation, and External Deficit
Categories Atilla Yeşilada Business HYPED Commentary: Pros and cons of sanctions on Russia for Turkish economy Atilla YeşiladaPosted on18 March, 2022 Rumor has it, that the difference between “threat” and “opportunity” in Chinese is only a … Continue ReadingCommentary: Pros and cons of sanctions on Russia for Turkish economy
Categories Atilla Yeşilada Business Economy HIGHLIGHTS Ukraine Crisis Could Cost Turkey $30 Billion Atilla YeşiladaPosted on10 March, 2022 Ukraine Crisis Could Cost Turkey $30 Billion Turkey’s leading economist, Mr. Mahfi Eğilmez … Continue ReadingUkraine Crisis Could Cost Turkey $30 Billion
Categories Atilla Yeşilada General HIGHLIGHTS Politics TURKEY: A Historic Manifesto from opposition for Democratization Atilla YeşiladaPosted on7 March, 20227 March, 2022 TURKEY: A historic manifesto from opposition for democratization 6 out of 7 major … Continue ReadingTURKEY: A Historic Manifesto from opposition for Democratization
Categories Atilla Yeşilada Emerging Markets HIGHLIGHTS Commentary: Why most EM are uninvestable? Atilla YeşiladaPosted on6 February, 2022 Since before the pandemic, at the beginning of each year, strategists and fund managers have … Continue ReadingCommentary: Why most EM are uninvestable?
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets TURKEY: Next Stop Is Currency Controls Atilla YeşiladaPosted on12 January, 2022 Erdogan’s heterodox (unusual) economic policies pushed Turkey into the abyss. “Official” inflation … Continue ReadingTURKEY: Next Stop Is Currency Controls
Categories Atilla Yeşilada General HYPED Politics Commentary: Is Turkey heading for snap elections? Atilla YeşiladaPosted on10 January, 202210 January, 2022 Turkey’s regularly scheduled presidential and parliamentary elections (hold simultaneously) will take place in June 2023. … Continue ReadingCommentary: Is Turkey heading for snap elections?
Categories Atilla Yeşilada General HIGHLIGHTS Politics Video-opinion: Has Erdogan Averted a Currency Crisis? Atilla YeşiladaPosted on24 December, 2021 Only 23 minutes! Has Erdogan averted a currency crisis? Since the CBRT … Continue ReadingVideo-opinion: Has Erdogan Averted a Currency Crisis?
Categories Atilla Yeşilada Columnists Economy HIGHLIGHTS Turkish Economic Outlook 2022: WHAT a train wreck! Atilla YeşiladaPosted on19 December, 2021 Turkish Economic Outlook 2022: WHAT a train wreck! | Real Turkey Recap … Continue ReadingTurkish Economic Outlook 2022: WHAT a train wreck!
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets Comment: Will Turkey’s Central Bank ever stop cutting rates? Atilla YeşiladaPosted on16 December, 2021 With Fed turning decidedly more hawkish on Wednesday, the other highlight of the week is … Continue ReadingComment: Will Turkey’s Central Bank ever stop cutting rates?
Categories Atilla Yeşilada HIGHLIGHTS Politics OPINION: Turkish opposition marches to power Atilla YeşiladaPosted on27 October, 2021 Six Turkish opposition parties are stepping up collaboration in their bid to unseat Tayyip Erdogan … Continue ReadingOPINION: Turkish opposition marches to power
Categories Atilla Yeşilada General HYPED Ambassador crisis: How the West taught a lesson in diplomacy to AKP Atilla YeşiladaPosted on26 October, 2021 Turkish President Recep Tayyip Erdogan rowed back on Monday from his threat to expel 10 … Continue ReadingAmbassador crisis: How the West taught a lesson in diplomacy to AKP
Categories Atilla Yeşilada Business Economy HIGHLIGHTS The rate cut conundrum: What will Erdogan do? Atilla YeşiladaPosted on20 October, 2021 I have read three surveys by Turkish press outlets, all of which find that the … Continue ReadingThe rate cut conundrum: What will Erdogan do?
Categories Atilla Yeşilada General HYPED A dim beam of hope for Syria—and Turkey Atilla YeşiladaPosted on19 October, 2021 Syria’s government and opposition in the war-torn country have agreed to start drafting constitutional reforms, … Continue ReadingA dim beam of hope for Syria—and Turkey
Categories Atilla Yeşilada HIGHLIGHTS Politics Opinion: Stuck between Russia and US, Turkey loses foreign policy flexibility Atilla YeşiladaPosted on14 October, 2021 Ankara has pursued an opportunistic foreign policy since Trump was elected to presidency. Humored by … Continue ReadingOpinion: Stuck between Russia and US, Turkey loses foreign policy flexibility
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets OPINION: TL testing new lows, worse to come Atilla YeşiladaPosted on30 September, 2021 Turkish Lira is about to close this week’s trading in Istanbul, at 8.8750-88 vs the … Continue ReadingOPINION: TL testing new lows, worse to come
Categories Atilla Yeşilada Economy HIGHLIGHTS Markets OPINION: Erdogan manages to upset the currency market, again Atilla YeşiladaPosted on8 August, 2021 President Erdogan found time to “instruct those who know that this message is for them” … Continue ReadingOPINION: Erdogan manages to upset the currency market, again
Categories Atilla Yeşilada Emerging Markets HIGHLIGHTS EM: Fragile Five out, Sick Three in Atilla YeşiladaPosted on18 April, 2021 From an investment perspective, Emerging Markets (EM) are turning out to be the big disappointment … Continue ReadingEM: Fragile Five out, Sick Three in
