Turkey: Erdogan Throws a Match into the Embers of a Crisis Created by Trump's Nudge
Turkey was already financially vulnerable, with a current account deficit of 6% of GDP, reserve import cover of less than 3.7 months, and external...
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Turkey's Leadership Needs to Learn from Russia's Experience as More US Sanctions May Be In Store
We are taking a closer look at the Turkish economy in the wake of the first round of US sanctions against its officials. We deploy our Russia...
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Markets Awaken to Geopolitical Risks as Turkey Drifts Away from the West
The Turkish markets plunged this week after the US announced sanctions against two cabinet ministers over the on-going detention of an American...
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Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
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Cold Turkey
* President Erdogan is Likely to Win, and Capital Controls Likely Will Follow; and * All Signs Point to TRL Weakness on Par With...
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