Categories Finance HIGHLIGHTS Flow of funds Report: CBRT reserves decline, foreign funds buy TL assets Atilla YeşiladaPosted on23 November, 2024
Categories Finance HIGHLIGHTS Morgan Stanley: Turkey rate cuts knocking on the door Atilla YeşiladaPosted on23 November, 2024
Categories General HIGHLIGHTS Australia and Turkey vie to host pivotal 2026 climate talks Cem CetingucPosted on22 November, 2024
Categories Company & Industry HIGHLIGHTS Google restrictions endanger independent media in Turkey Cem CetingucPosted on22 November, 2024
Gold smuggling scandal tied to Turkish MP resignations poised to widen While three MPs from the ruling coalition partner MHP have recently resigned amidst allegations tied … Continue ReadingGold smuggling scandal tied to Turkish MP resignations poised to widen
Categories Economy HIGHLIGHTS Finance Minister to meet with investors, EU ambassadors to discuss economic measures Güldem AtabayPosted on16 March, 202116 March, 2021 Turkey’s President Erdogan announced the new economic “reform” measures last Friday. The package was not … Continue ReadingFinance Minister to meet with investors, EU ambassadors to discuss economic measures
Categories Economy HYPED Y.F. Invest: Budget Focus: Positive data in monthly basis, but… Atilla YeşiladaPosted on16 March, 2021 Cover chart: 3-mth rolling average of tax revenues vs. non-interest expenditures, annualized. Green: Tax revenues, … Continue ReadingY.F. Invest: Budget Focus: Positive data in monthly basis, but…
Categories Economy Emerging Markets HIGHLIGHTS Real Turkey video: Middle Income Trap: Why few escape? Atilla YeşiladaPosted on16 March, 2021 Middle Income Trap: Why few escape? Definition: Real income per capita is used, but … Continue ReadingReal Turkey video: Middle Income Trap: Why few escape?
Categories HIGHLIGHTS Politics Peace in Syria depends on Western support to Turkey: Erdoğan Atilla YeşiladaPosted on16 March, 2021 President Recep Tayyip Erdoğan believes that re-establishing peace and stability in Syria depends on Western … Continue ReadingPeace in Syria depends on Western support to Turkey: Erdoğan
Categories General No normalization between Egypt and Turkey Atilla YeşiladaPosted on16 March, 2021 Turkey’s actions must show alignment with Egypt’s principles and goals for relations between the two … Continue ReadingNo normalization between Egypt and Turkey
Categories Economy HIGHLIGHTS DeepDive Politics: Is Turkey in Economic Crisis? Atilla YeşiladaPosted on9 March, 202115 March, 2021 World Unfiltered Guest: Prof. Atilla Yeşilada / Economist Presenter: Prof. Scott Lucas Title: Is Turkey … Continue ReadingDeepDive Politics: Is Turkey in Economic Crisis?
Categories Economy Güldem Atabay HIGHLIGHTS Turkey bars companies from laying off workers for another two months Güldem AtabayPosted on9 March, 202115 March, 2021 President Erdogan extended a ban on firms laying off workers, a measure first implemented after … Continue ReadingTurkey bars companies from laying off workers for another two months
Categories Atilla Yeşilada HIGHLIGHTS A Perfect Storm for Turkish Economy Atilla YeşiladaPosted on9 March, 202115 March, 2021 The Perfect Storm for the Turkish Economy Real Turkey presents its Turkey spring forecasts 1Q … Continue ReadingA Perfect Storm for Turkish Economy
Categories Economy HIGHLIGHTS Politics Albayrak reshuffle continues: TWF Fund Chief to resign too Güldem AtabayPosted on8 March, 202115 March, 2021 The chief executive of Turkey’s sovereign wealth fund is set to step down, according to … Continue ReadingAlbayrak reshuffle continues: TWF Fund Chief to resign too
Categories Business Turkish kitchen appliances: A modest recovery underway Atilla YeşiladaPosted on21 July, 202021 July, 2020 Domestic sales in Turkey’s white goods sector rose 4% year-on-year from January through June and … Continue ReadingTurkish kitchen appliances: A modest recovery underway
Categories General HIGHLIGHTS Politics Turkey’s gold rush: Is Ankara expecting US sanctions? Atilla YeşiladaPosted on21 July, 202021 July, 2020 Turkey scrambles for gold, overtaking Russia as top buyer Turkey has overtaken Russia as the … Continue ReadingTurkey’s gold rush: Is Ankara expecting US sanctions?
Categories Emerging Markets HYPED Reuters poll: Egypt’s economic growth seen slowing in 2020/21 Atilla YeşiladaPosted on21 July, 202021 July, 2020 PA Turkey covers Turkey, as well as its neighbors and EM at large. Egypt is … Continue ReadingReuters poll: Egypt’s economic growth seen slowing in 2020/21
Categories Economy HIGHLIGHTS BNP Paribas TEB: Outlook for Turkish Economy Atilla YeşiladaPosted on21 July, 202021 July, 2020 Turkey first quarter GDP for 2020 increased 4.5% y/y Seasonally and calendar adjusted GDP increased … Continue ReadingBNP Paribas TEB: Outlook for Turkish Economy
Categories Company & Industry HIGHLIGHTS COMPANY UPDATE: KOZA ALTIN Atilla YeşiladaPosted on20 July, 202020 July, 2020 Revising TP to TL102.0/share We are making another upward revision in our gold price assumptions … Continue ReadingCOMPANY UPDATE: KOZA ALTIN
Categories Economy Finance HIGHLIGHTS JP Morgan rate call: Explicit reference to tighter policies needed to restore credibility Atilla YeşiladaPosted on20 July, 202020 July, 2020 In line with the Bloomberg consensus, we expect the CBRT to keep its key policy … Continue ReadingJP Morgan rate call: Explicit reference to tighter policies needed to restore credibility
Categories Economy BBVA IP and inflation forecasts Atilla YeşiladaPosted on20 July, 202020 July, 2020 Industrial Production: Will acceleration continue? Industrial Production (IP) in May contracted by 20% yoy in … Continue ReadingBBVA IP and inflation forecasts
Categories HIGHLIGHTS Politics Three EU nations threaten sanctions for Libya, US on Turkey’s side Atilla YeşiladaPosted on19 July, 202019 July, 2020 Leaders of France, Germany and Italy called for an immediate cease-fire in Libya and said … Continue ReadingThree EU nations threaten sanctions for Libya, US on Turkey’s side
Categories Emerging Markets General Iran’s Judgement Day: 25mn infected Atilla YeşiladaPosted on19 July, 202019 July, 2020 President Hassan Rouhani said on Saturday that some 25 million Iranians may have been infected … Continue ReadingIran’s Judgement Day: 25mn infected
Categories HYPED Politics B. Duran defends Turkey’s foreign policy moves Atilla YeşiladaPosted on18 July, 202018 July, 2020 Turkey has been accused of trying to spread political Islam, monopolizing Eastern Mediterranean and meddling … Continue ReadingB. Duran defends Turkey’s foreign policy moves
Categories Finance General HIGHLIGHTS Markets Inflation scare: Turkish central bank raises FX RR ratio by 300 bps implying no rate cut this week Güldem AtabayPosted on18 July, 202018 July, 2020 As per the central bank announcement today, FX reserve requirement ratios have been increased by … Continue ReadingInflation scare: Turkish central bank raises FX RR ratio by 300 bps implying no rate cut this week
