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Tag Archives: Turkey
Dalio on Turkey, Argentina, and the Next Economic Downturn
Sep.12 — Ray Dalio, co-chairman and founder at Bridgewater Associates, examines the crises is Turkey and Argentina and explains his expectations for the next economic downturn. He speaks with Bloomberg’s Erik Schatzker on “Bloomberg Daybreak: Americas.”
Posted in Black Swan Watch, Economics, Uncategorized
Tagged Argentina, Ray Dalio, Turkey
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Other Fowl Plays In The Emerging Markets
Fowl Play? The Twisted Linguistics of Turkey American turkeys and African guinea fowl, victims of Portuguese vagary, became inextricably mixed. Today the geographically garbled turkey is known as dinde (from poule d’Inde or chicken of India) in France, kalkoen (from Calicut hen) in the Netherlands, and indjushka (Indian … Continue reading
Posted in Black Swan Watch, Emerging Markets, Uncategorized
Tagged Argentina, Emerging Markets, Fed, Gold, Turkey
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Mrs. Watanabe Can Stand Many Things, But Not Zero Percent
Good piece posted on Bloomberg about how Japanese retail is chasing yield in Turkey. It’s those 10 percent-plus rates across the Turkish bond curve — among the highest in major emerging markets — that are luring Mr. and Mrs. Watanabe … Continue reading
Current Accounts of EM “Fragile Five” Improving
The improvement in emerging-market fundamentals can most easily be seen in the current-account deficits among Morgan Stanley’s so-called “fragile five,” a group of nations the bank identified in 2013 as being particularly vulnerable to higher global rates. The gap reached … Continue reading
Posted in Economics, Uncategorized
Tagged Brazil, Current Account Balances, Emerging Markets, Fragile Five, India, Indonesia, South Africa, Turkey
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Turkey’s post-election turmoil – FT
Turkey’s ruling AK party has lost its parliamentary majority in the country’s general election. Daniel Dombey discusses the fallout from the results and what’s next for the nation and its president, Recep Tayyip Erdogan. For more video content from the … Continue reading
Daily Risk Monitor – September 10
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Stratfor: Turkey’s Geographic Challenge
On the back of S&P’s upgrade of Turkey’s rating to double-B-plus from double-B, one level below an investment-grade, here’s some good background. Stratfor examines how Turkey is attempting to expand its core into the eastern part of the country and … Continue reading
Global Macro Monitor 