Categories Atilla Yeşilada General HIGHLIGHTS OPINION: Turkey vs Greece: War in the Aegean? Atilla YeşiladaPosted on23 September, 2022 DISCLOSURE: This is the viewpoint of a Turkish analyst. The audience is invited to … Continue ReadingOPINION: Turkey vs Greece: War in the Aegean?
Categories Atilla Yeşilada Economy HIGHLIGHTS ANALYSIS: Economy loses steam by mid-summer Atilla YeşiladaPosted on14 September, 2022 Turkstat and Central Bank of Turkey released a batch of data from the month of … Continue ReadingANALYSIS: Economy loses steam by mid-summer
Categories Atilla Yeşilada Economy Emerging Markets HIGHLIGHTS How Fed monetary policy hurts Turkey (and most Emerging Markets) Atilla YeşiladaPosted on11 September, 2022 Fed’s rate hikes could prove toxic for Turkish economy and EM at large … Read More >How Fed monetary policy hurts Turkey (and most Emerging Markets)
Categories Atilla Yeşilada HIGHLIGHTS Politics Turkey is facing sanctions, again Atilla YeşiladaPosted on7 September, 2022 Russian money for Erdogan may trigger American sanctions … Read More >Turkey is facing sanctions, again
Categories Atilla Yeşilada Economy HIGHLIGHTS Politics Video Commentary: Can The Opposition Rescue Turkish Economy? Atilla YeşiladaPosted on18 August, 2022 Thanks to President Erdogan’s policies bordering on insanity, the economy is a mess: Inflation … Continue ReadingVideo Commentary: Can The Opposition Rescue Turkish Economy?
Categories Atilla Yeşilada Economy HIGHLIGHTS OPINION: Turkish Economy Won’t Survive The Winter Atilla YeşiladaPosted on9 August, 2022 The latest CPI print came out at 80%, with the consensus expecting even higher figures … Continue ReadingOPINION: Turkish Economy Won’t Survive The Winter
Categories Atilla Yeşilada Economy General HIGHLIGHTS COMMENTARY: Covid-19 strikes back, adding another burden to the pathetic economic outlook Atilla YeşiladaPosted on11 July, 2022 The number of coronavirus cases in Turkey increased eight times based on an analysis of … Continue ReadingCOMMENTARY: Covid-19 strikes back, adding another burden to the pathetic economic outlook
Categories Atilla Yeşilada Columnists HIGHLIGHTS Politics Atilla Yeşilada: Why Erdogan Will Never Win Another Election? Atilla YeşiladaPosted on6 July, 2022 Turkey will hold presidential and general elections within a year, though they could be … Continue ReadingAtilla Yeşilada: Why Erdogan Will Never Win Another Election?
Categories Atilla Yeşilada Business HIGHLIGHTS ANALYSIS: Is Turkey buying stolen Ukraine Grain? Atilla YeşiladaPosted on27 June, 2022 Three weeks ago, Ukrainian authorities accused Turkish buyers accepting stolen grain, a claim denied by … Continue ReadingANALYSIS: Is Turkey buying stolen Ukraine Grain?
Categories Atilla Yeşilada Columnists Economy HIGHLIGHTS Video Commentary: Erdogan’s Lethal Economic Legacy Atilla YeşiladaPosted on31 May, 2022 100% inflation, $50 bn current account deficit, $181 bn foreign debt coming due. After … Continue ReadingVideo Commentary: Erdogan’s Lethal Economic Legacy
Categories Atilla Yeşilada Business Columnists HIGHLIGHTS COMMENTARY: Erdogan dooms Turkey to currency volatility Atilla YeşiladaPosted on26 May, 2022 While monetary policy decisions are nominally taken and announced by Central Bank of Turkey (CBRT), … Continue ReadingCOMMENTARY: Erdogan dooms Turkey to currency volatility
Categories Atilla Yeşilada Columnists Economy Finance HIGHLIGHTS Commentary: Roaring trade deficits force Central Bank to waste FX Atilla YeşiladaPosted on4 May, 2022 Turkey’s trade deficit surged 75% year-on-year in March to $8.17 billion, mainly due to a … Continue ReadingCommentary: Roaring trade deficits force Central Bank to waste FX
Categories Atilla Yeşilada Business Columnists HIGHLIGHTS Cheap loans, foreign interest, negative real rates stoke real estate rally Atilla YeşiladaPosted on16 April, 2022 Cover chart: House sales. Red = total Blue= mortgage Orange = new home sales Violet: … Continue ReadingCheap loans, foreign interest, negative real rates stoke real estate rally
Categories Atilla Yeşilada Business Economy HIGHLIGHTS Commentary: Soaring trade deficits, shrinking PMI and sickly consumer confidence Atilla YeşiladaPosted on1 April, 2022 Recent data reveals a weakening of economic activity in Turkey, which weakness is likely to … Continue ReadingCommentary: Soaring trade deficits, shrinking PMI and sickly consumer confidence
Categories Atilla Yeşilada Columnists Economy HIGHLIGHTS Three Scourges of Turkish Economy: Unemployment, Inflation, and External Deficit Atilla YeşiladaPosted on30 March, 2022 Three Scourges of Turkish Economy: Unemployment, Inflation, and External Deficit After a stellar year … Continue ReadingThree Scourges of Turkish Economy: Unemployment, Inflation, and External Deficit
Categories Atilla Yeşilada Business HYPED Commentary: Pros and cons of sanctions on Russia for Turkish economy Atilla YeşiladaPosted on18 March, 2022 Rumor has it, that the difference between “threat” and “opportunity” in Chinese is only a … Continue ReadingCommentary: Pros and cons of sanctions on Russia for Turkish economy
Categories Atilla Yeşilada Business Economy HIGHLIGHTS Ukraine Crisis Could Cost Turkey $30 Billion Atilla YeşiladaPosted on10 March, 2022 Ukraine Crisis Could Cost Turkey $30 Billion Turkey’s leading economist, Mr. Mahfi Eğilmez … Continue ReadingUkraine Crisis Could Cost Turkey $30 Billion
Categories Atilla Yeşilada General HIGHLIGHTS Politics TURKEY: A Historic Manifesto from opposition for Democratization Atilla YeşiladaPosted on7 March, 20227 March, 2022 TURKEY: A historic manifesto from opposition for democratization 6 out of 7 major … Continue ReadingTURKEY: A Historic Manifesto from opposition for Democratization
Categories Atilla Yeşilada Emerging Markets HIGHLIGHTS Commentary: Why most EM are uninvestable? Atilla YeşiladaPosted on6 February, 2022 Since before the pandemic, at the beginning of each year, strategists and fund managers have … Continue ReadingCommentary: Why most EM are uninvestable?
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets TURKEY: Next Stop Is Currency Controls Atilla YeşiladaPosted on12 January, 2022 Erdogan’s heterodox (unusual) economic policies pushed Turkey into the abyss. “Official” inflation … Continue ReadingTURKEY: Next Stop Is Currency Controls