Categories Atilla Yeşilada HIGHLIGHTS Markets COMMENTARY: TL assets hit by EM concerns, carry-unwind, dim earnings prospects Atilla YeşiladaPosted on29 August, 2024 Turkey’s 15 minutes under the stage lights appeared to over in August, as TL came … Continue ReadingCOMMENTARY: TL assets hit by EM concerns, carry-unwind, dim earnings prospects
Categories General HIGHLIGHTS Istanbul residents are deadly afraid of the second Marmara Quake, and rightly so Atilla YeşiladaPosted on18 August, 2024 In the 25th anniversary of the grand tremor that hit Marmara Sea, causing massive damage … Continue ReadingIstanbul residents are deadly afraid of the second Marmara Quake, and rightly so
Categories Finance HYPED Weekly banking data: CB reserves decline, FX deposits increase, foreign investors sell TL assets Atilla YeşiladaPosted on18 August, 2024 In the week of August 9, the USD4.6 billion decrease in the CBRT’s net FX … Continue ReadingWeekly banking data: CB reserves decline, FX deposits increase, foreign investors sell TL assets
Categories General HIGHLIGHTS Politics UPDATE: Three polls, one conclusion: People are sick and tired of AK Party Atilla YeşiladaPosted on18 August, 202418 August, 2024 Cover photo: AK Party’s logo is a light bulb Three polls by Metropoll, ORC and … Continue ReadingUPDATE: Three polls, one conclusion: People are sick and tired of AK Party
Categories Economy HYPED ANAYSIS: July budget deficit is worse than meets the eye Atilla YeşiladaPosted on16 August, 2024 The central government budget posted a TL97bn deficit in July, while the 12-month rolling … Continue ReadingANAYSIS: July budget deficit is worse than meets the eye
Categories Economy HIGHLIGHTS ANALYSIS: Consumer confidence slips sharply in August, economic slow-down gains pace Atilla YeşiladaPosted on16 August, 2024 Turkey’s one and only private sector consumer confidence measures dropped for a second month in … Continue ReadingANALYSIS: Consumer confidence slips sharply in August, economic slow-down gains pace
Categories Company & Industry HIGHLIGHTS Markets TURKEY equity strategy: Waiting for rate cuts Atilla YeşiladaPosted on16 August, 2024 Investors are trying to gauge when the macro policies will bare fruit and the timing … Continue ReadingTURKEY equity strategy: Waiting for rate cuts
Categories Atilla Yeşilada HIGHLIGHTS Politics Atilla Yesilada video: President Erdogan panics, as his party melts in polls Atilla YeşiladaPosted on16 August, 2024 Erdogan’s AK Party (AKP) has lost the lead to main opposition party CHP … Continue ReadingAtilla Yesilada video: President Erdogan panics, as his party melts in polls
Categories Economy HIGHLIGHTS ANALYSIS: Balance of Payments data is “balanced” Atilla YeşiladaPosted on13 August, 2024 Overview of June Balance of Payments Data In June balance of payments data; we see … Continue ReadingANALYSIS: Balance of Payments data is “balanced”
Categories Business General HIGHLIGHTS Turkey and Abu Dhabi continue joint venture talks for Izmir Port Cem CetingucPosted on13 August, 2024 Turkey’s talks with state-controlled Abu Dhabi Port (ADP) to set up a joint venture for operating … Continue ReadingTurkey and Abu Dhabi continue joint venture talks for Izmir Port
Categories General HIGHLIGHTS Why Turkey remained “irrational”? Atilla YeşiladaPosted on12 August, 2024 Taha Akyol, currently a columnist in center-right KARAR daily is one of the leading intellectuals … Continue ReadingWhy Turkey remained “irrational”?
Categories Economy HIGHLIGHTS Inflation Report ANALYSIS: CBRT maintains its end-2024 CPI inflation forecast at 38% Atilla YeşiladaPosted on8 August, 2024 CBRT kept its inflation forecasts unchanged in today’s third Inflation Report of the year. CBRT’s … Continue ReadingInflation Report ANALYSIS: CBRT maintains its end-2024 CPI inflation forecast at 38%
Categories Atilla Yeşilada Finance HIGHLIGHTS Atilla Yesilada COMMENTARY: Giant EM funds sing Turkey’s praise Atilla YeşiladaPosted on5 August, 2024 The world is in the midst of its first contagious financial panic since the early … Continue ReadingAtilla Yesilada COMMENTARY: Giant EM funds sing Turkey’s praise
Categories Economy HIGHLIGHTS ANALYSIS: CBRT likely to remain cautious after July’s CPI inflation print Atilla YeşiladaPosted on5 August, 2024 July CPI inflation rate came in at 3.23% MoM, while the annual CPI inflation rate … Continue ReadingANALYSIS: CBRT likely to remain cautious after July’s CPI inflation print
Categories Atilla Yeşilada General HIGHLIGHTS ANALYSIS: Turkey’s demographic nightmare is knocking on the door Atilla YeşiladaPosted on30 July, 2024 In its latest update, published on Tuesday, TURKSTAT produced 3 scenarios regarding the population. Türkiye’s … Continue ReadingANALYSIS: Turkey’s demographic nightmare is knocking on the door
Categories Economy HIGHLIGHTS Turkey returns $5bn deposit to Riyadh as economic reforms yield results Cem CetingucPosted on29 July, 2024 Yesterday the Central Bank of Turkey confirmed that it had returned a $5 billion deposit … Continue ReadingTurkey returns $5bn deposit to Riyadh as economic reforms yield results
Categories HIGHLIGHTS Politics Turkey denounces Israeli FM’s ‘falsehoods, defamation, and disrespect’ Cem CetingucPosted on22 July, 2024 Türkiye on Sunday slammed Israeli Foreign Minister Israel Katz’s “dirty propaganda” against President Recep Tayyip Erdoğan. “The … Continue ReadingTurkey denounces Israeli FM’s ‘falsehoods, defamation, and disrespect’
Categories Economy HIGHLIGHTS Turkey’s first half budget deficit hits $25 bn, on target for the full year estimate Atilla YeşiladaPosted on16 July, 2024 In the first half of 2024, Turkey’s central government budget recorded a deficit of 747.2 … Continue ReadingTurkey’s first half budget deficit hits $25 bn, on target for the full year estimate
Categories Economy HIGHLIGHTS Simsek’s tax package is ready for parliamentary approval Atilla YeşiladaPosted on16 July, 2024 The Turkish government has finalized a comprehensive tax reform package that includes the imposition … Continue ReadingSimsek’s tax package is ready for parliamentary approval
Categories Atilla Yeşilada Emerging Markets Finance HIGHLIGHTS Video commentary: Turkey is becoming the darling of Emerging Markets Atilla YeşiladaPosted on15 July, 2024 Long considered “univestable” because of Erdogan’s silly economic policies, Turkey suddenly began attracting interest and … Continue ReadingVideo commentary: Turkey is becoming the darling of Emerging Markets
