Recep Tayyip Erdogan has a plan.
Category: Markets
Assessing ‘Narrow’-Mindedness In Markets
FAANGs and such.
‘Perhaps – Finally – Realistic’: Five Years Later, One Man’s Carry Trade Prophecy Comes True
Bad things come to those who wait.
Argentina Races Thunderstorm With Monday Panic Hike
“They had to do something”.
Let’s Check In On Turkish Banks, Because Realistically, How Bad Could It … Oh, No.
It’s not looking great, but again, valuations are cheap!
Emerging Market Crisis Beckons As Currencies Shudder Amid Lira Drop
Turkey’s woes are not any semblance of “contained”.
Turkish Delight: Full Week Ahead Preview
Pray for Turkey.
Lira Collapses Anew As Erdogan Digs In, Tempts Fate
“Turkey will not convert or seize FX deposits.”
‘I Dare You’: Erdogan Sets Stage For Outright Collapse In Turkey With Sunday Speech
“We see the game you are playing; we dare you.”
What $335 Billion In AUM Says About The Future For Emerging Markets, The Yuan And The Trade War
I think the “oranges” may “know” more than they think.
Don’t Forget About Russia
Lost in the shuffle, but not for long.
As Turkish Banks Struggle To Meet FX Demand, Emergency Meeting Scheduled For Saturday
Get ready for capital controls.
Who’s Really ‘Winning’ The Trade War? The Truth Behind The Rhetoric
Make sure you know the whole story.
‘This Is Not Going To End Well’: Turkey Isn’t EM’s Bellwether, But Brace For Impact Nonetheless
“…markets need to be prepared for a hard landing in the economy, corporate defaults on foreign currency debt, and possible bank failures.”
Core Inflation Rises At Fastest Pace Since 2008, Setting Fed On Collision Course With Trump
What could go wrong with this setup?
End Game: Lira Collapses Raising Specter Of Capital Controls, IMF Bailout
After weeks spent teetering on the brink, the Turkish lira collapsed on Friday.
Pondering ‘The End Of Synchronized Everything’
And at the heart of it all…
Presenting, The Dollar Intervention Delusion
Why intervention won’t (and can’t) work.
‘Don’t Be Afraid At All’: In Turkey, Desperation As Currency Crisis Spirals
“Don’t be afraid at all, it will all pass.”
‘All Bets Are Off’ As Washington Plays Russian Sanctions Roulette
“[The] government and the central bank are monitoring the situation.”
‘The April Selloff Could Repeat’: Russian Ruble Dives As Market Wakes Up To ‘Drastic’ U.S. Sanctions Bill
The “nuclear route” discussion is live again.
U.S. Finally Remembers To Get $16 Billion Trade Escalation Done So Trump Can Get To $200 Billion Escalation
You’d be forgiven if you’re having a hard time keeping up with the tariff-related news these days.
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