“They had to do something”.
Category: Markets
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…
‘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.
Turkey In Crisis: A Narrative History And An Annotated Chart
How to trigger a currency crisis in five months.
China Cautions Banks Against ‘Herd Behavior’, Paving Way For Opaque Yuan Fixing ‘Adjustments’
If you’re looking for clues as to where the yuan goes next, watch the CCAF.
‘The Disconnect Between Fear And Reality Seems High’: Goldman Weighs In On China Stock Slump
Of course it’s not all rainbows and unicorns.
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