Categories Economy Emerging Markets General HIGHLIGHTS Tim Ash: Welcome to the new age of inflation Atilla YeşiladaPosted on5 November, 2021 The debate around inflation is centre stage at present, with headline and PPI inflation soaring … Continue ReadingTim Ash: Welcome to the new age of inflation
Categories HIGHLIGHTS Politics Tim Ash: What we learned from the (10 Ambassadors) crisis? Atilla YeşiladaPosted on29 October, 2021 Erdogan is weak, lagging in the polls, worried about his political outlook and is prepared … Continue ReadingTim Ash: What we learned from the (10 Ambassadors) crisis?
Categories Economy Emerging Markets HIGHLIGHTS Tim Ash: Stagflation—are we there yet? Atilla YeşiladaPosted on22 September, 2021 Had to double check the dictionary definition but for me it’s persistently high inflation and … Continue ReadingTim Ash: Stagflation—are we there yet?
Categories General Politics Tim Ash: Is Erdogan willing to cut a deal on S400s? Atilla YeşiladaPosted on9 June, 2021 I think yes, as he now appears the weakest at perhaps anytime during his close … Continue ReadingTim Ash: Is Erdogan willing to cut a deal on S400s?
Categories Emerging Markets HIGHLIGHTS Tim Ash: The Big Picture in Emerging Markets Atilla YeşiladaPosted on16 May, 2021 It’s been a while since I put out some generic bigger picture thoughts around EM, … Continue ReadingTim Ash: The Big Picture in Emerging Markets
Categories Economy Markets Tim Ash: A hugely dangerous monetary and exchange rate strategy Atilla YeşiladaPosted on22 April, 2021 Turkish President Recep Tayyip Erdogan said authorities used $165 billion of central bank foreign-currency reserves … Continue ReadingTim Ash: A hugely dangerous monetary and exchange rate strategy
Categories General Tim Ash: Insane weekend around Russia Atilla YeşiladaPosted on18 April, 2021 First, news that 18 Russian diplomats are being expelled from the Czech Republic amid reports … Continue ReadingTim Ash: Insane weekend around Russia
Categories Economy HIGHLIGHTS Tim Ash on Turkey: Reverse engineering Atilla YeşiladaPosted on26 March, 2021 It’s interesting now reading various bank reports after the firing of Agbal, which appear to … Continue ReadingTim Ash on Turkey: Reverse engineering
Categories Economy HIGHLIGHTS Markets Tim Ash answers FAQ about Turkey Atilla YeşiladaPosted on16 July, 202016 July, 2020 Q: Turkey is a big EM credit, what is the foreign investor view of the … Continue ReadingTim Ash answers FAQ about Turkey
