Categories Finance HIGHLIGHTS Morgan Stanley: What’s Next After February Inflation? Atilla YeşiladaPosted on5 March, 2024 The CBT will likely wait for March inflation before deciding on further hikes We think … Continue ReadingMorgan Stanley: What’s Next After February Inflation?
Categories Economy Finance HIGHLIGHTS ING: 2023 budget outperforms targets, market keyed on ratings upgrade Atilla YeşiladaPosted on9 January, 2024 12M rolling deficit below the MTP target in November November budget results showed a decline … Continue ReadingING: 2023 budget outperforms targets, market keyed on ratings upgrade
Categories Economy HIGHLIGHTS Journalist claims Erdogan already frustrated by Mehmet Simsek Atilla YeşiladaPosted on15 July, 2023 It is alleged that President Erdoğan listened quietly in his meetings with the economy team, … Continue ReadingJournalist claims Erdogan already frustrated by Mehmet Simsek
Categories Finance HIGHLIGHTS ANALYSIS: Turkish rate hikes: How fast, how high? Atilla YeşiladaPosted on18 June, 2023 Turkey’s first female Central Bank (CBRT) governor Gaye Erkan is certain to engineer the first … Continue ReadingANALYSIS: Turkish rate hikes: How fast, how high?
Categories Emerging Markets General HIGHLIGHTS Nordea: There is Erdogan and then there is the rest Atilla YeşiladaPosted on23 October, 2021 Nordea Research Team lampoons Turkey’s meddlesome president R. T. Erdogan, who has taken complete control … Continue ReadingNordea: There is Erdogan and then there is the rest
Categories Emerging Markets Finance EM: Rate hike cycle gains pace Atilla YeşiladaPosted on6 May, 2021 While Turkey’s Central Bank held its policy rate at 19%, Brazil’s succumbed to inflation pressures, … Continue ReadingEM: Rate hike cycle gains pace
Categories HIGHLIGHTS Markets Video Commentary: Turkey on the Verge of Currency Crisis Atilla YeşiladaPosted on31 March, 2021 Turkey on the verge of a currency crisis President Erdogan’s one-man, no-clue governance … Continue ReadingVideo Commentary: Turkey on the Verge of Currency Crisis
Categories Emerging Markets HYPED Emerging Markets: Confused between liquidity, geo-political tensions and rising bond yields Atilla YeşiladaPosted on20 March, 2021 Emerging Markets grasped for guidance and direction on Friday, as several opposing winds struck investors. … Continue ReadingEmerging Markets: Confused between liquidity, geo-political tensions and rising bond yields