Serkan Gonencler
September industrial production: A mild recovery amidst general pessimism
CBRT Inflation Report bolsters rate cut expectations
A rare piece of good news: Turkey’s current account deficit shrinks to 1% of GDP
Inflation outlook: So bad, rate cut expectations may be postponed, CBRT forced to hike its CPI projections
GDP ANALYSIS: Slowdown in domestic demand is the 2Q story
ANAYSIS: July budget deficit is worse than meets the eye
ANALYSIS: CBRT likely to remain cautious after July’s CPI inflation print
Inflation ANALYSIS: Relief comes from the currency; CPI inflation comes below expected in June
ANALYSIS: GDP soars in 1Q2024, negative spill-over to inflation
ANALYSIS: Central Bank keeps door open to further rate hikes
Fiscal outlook deteriorates despite the robustness in tax revenues
ANALYSIS: 2024 Macro Outlook for Turkey
ANALYSIS: Turkish inflation enters downtrend in November data
ANALYSIS: GDP growth was 5.9% in 3Q despite a slowdown in sequential growth
ANALYSIS: CBRT hikes the policy rate by 500 bps to 40%
ANALYSIS: October budget deficit tame, for the wrong reasons
ANALYSIS: September current account in surplus, but what about the winter?
Gedik Investment: CBRT hikes the policy rate by 500 bps to 35%
Analysis: Medium Term Program – Government aims to bring down inflation without sacrificing growth
Current account deficits projected to decline in autumn
New inflation forecast by Gedik Invest: 69 percent by year-end
C/A deficit rises to UDS33bn in June, may reach USD50bn by end-22
Turkish Equities Strategy: State of Turkish markets amidst global recession pricing
Turkish Equities: Quarterly Strategy Report: The Impact of Global Slowdown
Commentary: CPI inflation could test 70% mid-year
ANALYSIS: CPI inflation at 4.81% exceeds median expectation and rises further to 54.4%
2022 Strategy Report: Policy Normalization in the Global Economy, Heterodox Policies in the Turkish Economy
CPI soars past 36 per cent
