Turkey – Off With His Head…Again
TURKEY: Central Bank of Turkey Has A New Governor As President Erdogan Removes His Previous Hand-picked Successor. Erdogsnomics Are Not Working.
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Bankia - CaixaBank: Merger in Progress, Spread Attractive
I recommend keeping an eye on the spread. It closed today (27 October) at a gross 1.66%, an interesting level for a deal that will certainly close...
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Turkey – Choo Choo
TURKEY: A Crisis Is Coming As a Result of Strongman President Erdogan's Inability to See The forest From The Trees. Rates Too High, Artificially...
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European Banks: 2Q20 Capital & Credit Quality Screens
European bank earnings have been hit hard by the need to build loan loss provisions, in the pandemic driven downturn We look at 2Q20 cost of risk...
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Turkey – On The Brink
*Military Flashpoint With Greece: In late July, a Turkish seismic exploration ship (“Oruc Reis”) was sent to Kastellorizo, an island on the Greek...
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