Turkey is teetering on the edge of normalization, but the Lira’s stability remains in jeopardy as Erdogan manages a difficult situation, albeit from a reasonably advantageous position. To read the full article, sign up for a 14-day FREE trial of the Basic,...
It’s Wednesday and that means time for another 5 things we watch where we hone in on the things that we have been most interested in over the last week. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member?...
Is Geert Wilders a non-event for markets or a signal that Europe is moving right? What is going on with the attacks on Israeli shipping? We take a closer look on the week in geopolitics To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or...
The “soft landing” narrative has gained material momentum in the mainstream coverage ahead of 2024, which is a clear risk to the outlook. It always looks like a soft landing until the nosedive. To read the full article, sign up for a 14-day FREE trial of the Basic,...
We still don’t have much faith in Argentine dollarization, and it seems that the markets have jumped the gun. The real question is whether Milei has also followed suit? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto...
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