Categories Finance HIGHLIGHTS Markets Bloomberg: Turkey’s Real Rate at Minus 35% Deepens the Gloom for Lira Atilla YeşiladaPosted on3 February, 2022 Traders see a probability of almost 50% that the lira will surpass its record low … Continue ReadingBloomberg: Turkey’s Real Rate at Minus 35% Deepens the Gloom for Lira
Categories Economy HIGHLIGHTS Markets ‘Erdogan has his head in the sand,’ says analyst on Turkish economy Atilla YeşiladaPosted on2 February, 2022 President Recep Tayyip Erdogan is jeopardizing Turkey’s economy by pursuing an unorthodox economic policy in … Continue Reading‘Erdogan has his head in the sand,’ says analyst on Turkish economy
Categories HIGHLIGHTS Politics Tim Ash: Russia conflict – Is Taiwan next? Atilla YeşiladaPosted on28 January, 2022 Just had the pleasure (?) to listen thru another sell side presentation with the message … Continue ReadingTim Ash: Russia conflict – Is Taiwan next?
Categories General HYPED CNBC.com: Erdogan blames Turkey’s currency woes on ‘foreign financial tools’ as central bank reserves fall Atilla YeşiladaPosted on13 January, 2022 Turkish President Recep Tayyip Erdogan has pledged to bring down his country’s soaring inflation, which … Continue ReadingCNBC.com: Erdogan blames Turkey’s currency woes on ‘foreign financial tools’ as central bank reserves fall
Categories Finance HIGHLIGHTS Tim Ash: Turkey – roll-over risk, should we be worried? Atilla YeşiladaPosted on10 January, 2022 There is always focus on Turkey’s large gross external financing needs – the current account … Continue ReadingTim Ash: Turkey – roll-over risk, should we be worried?
Categories Emerging Markets HYPED Tim Ash: Update on Kazakhstan Atilla YeşiladaPosted on7 January, 2022 So it seems that “order” will be restored in Kazakhstan, but only with the help … Continue ReadingTim Ash: Update on Kazakhstan
Categories Finance General HIGHLIGHTS Tim Ash: Turkey Q&A Atilla YeşiladaPosted on27 December, 2021 Question? What’s your general take on the Turkish macro/policy story Answer: I am probably … Continue ReadingTim Ash: Turkey Q&A
Categories Finance HIGHLIGHTS Markets FORTUNE: Turkey’s lira leaps by more than 40% in a day after Erdogan unveils new plan to lure Turks away from dollars Atilla YeşiladaPosted on22 December, 2021 The Turkish lira’s wild ride continued with a leap of as much as 43% against … Continue ReadingFORTUNE: Turkey’s lira leaps by more than 40% in a day after Erdogan unveils new plan to lure Turks away from dollars
Categories Finance General HIGHLIGHTS Tim Ash assesses Erdogan’s new-new Economic Model Atilla YeşiladaPosted on21 December, 2021 Utterly insane. 12.30 – 18.30 lira trading range for the day. First, good news … Continue ReadingTim Ash assesses Erdogan’s new-new Economic Model
Categories Finance Markets Why is Turkey’s lira dropping?—Video Atilla YeşiladaPosted on29 November, 2021 Turkey is the only G20 country operating this unorthodox monetary stance’ Timothy Ash, … Continue ReadingWhy is Turkey’s lira dropping?—Video
Categories General Politics Tim Ash: RTE campaign strategy revealed Atilla YeşiladaPosted on28 November, 2021 News this morning that an opposition Deva activist has been arrested on allegations of political … Continue ReadingTim Ash: RTE campaign strategy revealed
Categories Economy Emerging Markets General HIGHLIGHTS Tim Ash: Welcome to the new age of inflation Atilla YeşiladaPosted on5 November, 2021 The debate around inflation is centre stage at present, with headline and PPI inflation soaring … Continue ReadingTim Ash: Welcome to the new age of inflation
Categories HIGHLIGHTS Politics Tim Ash: What we learned from the (10 Ambassadors) crisis? Atilla YeşiladaPosted on29 October, 2021 Erdogan is weak, lagging in the polls, worried about his political outlook and is prepared … Continue ReadingTim Ash: What we learned from the (10 Ambassadors) crisis?
Categories Economy Emerging Markets HIGHLIGHTS Tim Ash: Stagflation—are we there yet? Atilla YeşiladaPosted on22 September, 2021 Had to double check the dictionary definition but for me it’s persistently high inflation and … Continue ReadingTim Ash: Stagflation—are we there yet?
Categories General Politics Tim Ash: Is Erdogan willing to cut a deal on S400s? Atilla YeşiladaPosted on9 June, 2021 I think yes, as he now appears the weakest at perhaps anytime during his close … Continue ReadingTim Ash: Is Erdogan willing to cut a deal on S400s?
Categories Emerging Markets HIGHLIGHTS Tim Ash: The Big Picture in Emerging Markets Atilla YeşiladaPosted on16 May, 2021 It’s been a while since I put out some generic bigger picture thoughts around EM, … Continue ReadingTim Ash: The Big Picture in Emerging Markets
Categories Economy Markets Tim Ash: A hugely dangerous monetary and exchange rate strategy Atilla YeşiladaPosted on22 April, 2021 Turkish President Recep Tayyip Erdogan said authorities used $165 billion of central bank foreign-currency reserves … Continue ReadingTim Ash: A hugely dangerous monetary and exchange rate strategy
Categories General Tim Ash: Insane weekend around Russia Atilla YeşiladaPosted on18 April, 2021 First, news that 18 Russian diplomats are being expelled from the Czech Republic amid reports … Continue ReadingTim Ash: Insane weekend around Russia
Categories Economy HIGHLIGHTS Tim Ash on Turkey: Reverse engineering Atilla YeşiladaPosted on26 March, 2021 It’s interesting now reading various bank reports after the firing of Agbal, which appear to … Continue ReadingTim Ash on Turkey: Reverse engineering
Categories Economy HIGHLIGHTS Markets Tim Ash answers FAQ about Turkey Atilla YeşiladaPosted on16 July, 202016 July, 2020 Q: Turkey is a big EM credit, what is the foreign investor view of the … Continue ReadingTim Ash answers FAQ about Turkey
