Categories Atilla Yeşilada Economy Finance HIGHLIGHTS Video Analysis: Turkish inflation is raging, Mehmet Simsek’s job is in jeopardy? Atilla YeşiladaPosted on14 February, 2024 CPI soared by 6.5% in January and 65% per annum. • As far as … Continue ReadingVideo Analysis: Turkish inflation is raging, Mehmet Simsek’s job is in jeopardy?
Categories Finance General HIGHLIGHTS Mehmet Simsek has the respect of global investors, he needs their faith Atilla YeşiladaPosted on11 February, 202411 February, 2024 Turkey’s economy czar Mehmet Simsek had s shaky start to his second career stint, as … Continue ReadingMehmet Simsek has the respect of global investors, he needs their faith
Categories Finance HIGHLIGHTS HSBC analysis: New CBRT governor, same policy guidance Atilla YeşiladaPosted on9 February, 2024 The CBRT published its new inflation report yesterday and made no changes to its end-2024, … Continue ReadingHSBC analysis: New CBRT governor, same policy guidance
Categories Economy Finance HYPED BBVA Türkiye analysis: The CBRT sticks to its interim inflation targets Atilla YeşiladaPosted on9 February, 20249 February, 2024 In the first inflation report of the year, the Central Bank (CBRT) maintained its interim … Continue ReadingBBVA Türkiye analysis: The CBRT sticks to its interim inflation targets
Categories Finance HIGHLIGHTS Markets Goldman and Deutsche issue new dollar/TL forecasts Atilla YeşiladaPosted on7 February, 2024 According to comments Turkish media and analysis obtained by Turkish experts, Goldman Sachs and Deutsche … Continue ReadingGoldman and Deutsche issue new dollar/TL forecasts
Categories Economy Finance HIGHLIGHTS FT reports that Turkey’s sovereign wealth fund offers $500mn bond deal Güldem AtabayPosted on7 February, 20247 February, 2024 The Turkey Wealth Fund is moving forward with its intentions to launch its first international … Continue ReadingFT reports that Turkey’s sovereign wealth fund offers $500mn bond deal
Categories Finance General YAĞIZ KUTAY: “THE UNBEARABLE LIGHTNESS OF STRIKING THE FALLEN” Atilla YeşiladaPosted on6 February, 2024 The Governor of the Central Bank, Hafize Gaye Erkan, announced her resignation, seemingly confirming speculations. … Continue ReadingYAĞIZ KUTAY: “THE UNBEARABLE LIGHTNESS OF STRIKING THE FALLEN”
Categories Finance HIGHLIGHTS Investment banks are becoming more hawkish on Turkish monetary policy Atilla YeşiladaPosted on6 February, 2024 The change of Turkey’s central bank governor and stickier inflation opened room for more interest-rate … Continue ReadingInvestment banks are becoming more hawkish on Turkish monetary policy
Categories Finance HIGHLIGHTS CNBC: Turkey’s new central bank governor seen as a ‘credible choice’ Atilla YeşiladaPosted on6 February, 2024 Previously the central bank’s deputy governor, Fatih Karahan’s resume features years spent in prominent American … Continue ReadingCNBC: Turkey’s new central bank governor seen as a ‘credible choice’
Categories Business Company & Industry Finance HIGHLIGHTS Turkish Steel: Limited catalysts in 2024 Cem CetingucPosted on5 February, 2024 Global steel prices recovering gradually: Global steel prices recovered in 4Q23, supported by rising input … Continue ReadingTurkish Steel: Limited catalysts in 2024
Categories Company & Industry Finance HIGHLIGHTS Turkey: Q4 2023 earnings preview Cem CetingucPosted on5 February, 2024 Aggregate non-bank profits to grow 11% y-o-y, decline 50% q-o-q. The Q4 earnings season will … Continue ReadingTurkey: Q4 2023 earnings preview
Categories Finance HIGHLIGHTS Markets Chinese stocks stay volatile after policymakers’ stabilization pledge Cem CetingucPosted on5 February, 20245 February, 2024 Chinese stocks were caught in another volatile session Monday following last week’s rout, as investors … Continue ReadingChinese stocks stay volatile after policymakers’ stabilization pledge
Categories Economy Finance HIGHLIGHTS JP Morgan: CBRT likely more hawkish under new leadership Atilla YeşiladaPosted on4 February, 2024 President Erdogan appointed hawkish Deputy Governor Fatih Karahan as CBRT Governor, replacing Hafize Gaye Erkan. … Continue ReadingJP Morgan: CBRT likely more hawkish under new leadership
Categories Economy Finance HIGHLIGHTS Markets Fed keeps interest rates untouched Cem CetingucPosted on1 February, 2024 The U.S. Federal Reserve (Fed) announced Wednesday that it has decided to keep the interest … Continue ReadingFed keeps interest rates untouched
Categories Economy Finance HIGHLIGHTS Markets Broad investor community reengaging with Türkiye: JP Morgan Güldem AtabayPosted on25 January, 2024 A broad base of the investor community is reengaging with Türkiye amid the change in … Continue ReadingBroad investor community reengaging with Türkiye: JP Morgan
Categories Economy Finance General HIGHLIGHTS EBRD invested a whopping €2.5 billion in Türkiye last year Cem CetingucPosted on25 January, 2024 The European Bank for Reconstruction and Development (EBRD) invested a record €2.48 billion in Türkiye in 2023, … Continue ReadingEBRD invested a whopping €2.5 billion in Türkiye last year
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets Commentary: It is all coming up roses for Turkish assets Atilla YeşiladaPosted on19 January, 2024 Foreign investors poured $601 mn into TL Bonds and equities in the week ending on … Continue ReadingCommentary: It is all coming up roses for Turkish assets
Categories Economy Finance HIGHLIGHTS Fatih Ozatay: Cash and central government budget deficits: Why are they so different? Güldem AtabayPosted on16 January, 2024 December budget deficit was announced yesterday. The deficit was realized as 843 billion TRY in … Continue ReadingFatih Ozatay: Cash and central government budget deficits: Why are they so different?
Categories Finance General HIGHLIGHTS Turkish journalist: Questions that made Gaye Erkan sweat in JP Morgan investor conference Atilla YeşiladaPosted on14 January, 2024 Reportedly, Central Bank Governor Gaye Erkan was sweating when faced with questions at the JP … Continue ReadingTurkish journalist: Questions that made Gaye Erkan sweat in JP Morgan investor conference
Categories Finance HIGHLIGHTS Markets JP Morgan: How to trade Turkish assets Atilla YeşiladaPosted on13 January, 2024 Not for the first time in recent years, investors are once again anticipating a turn-around … Continue ReadingJP Morgan: How to trade Turkish assets
