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EM by EM #42 China could do with a cold Turkey

EM by EM #19 The Simsek Effect kicking in?

The Turkish central bank hiked the interest rates by 750 basis points against the market expectations of 200 bp underlying this month and both stocks & lira rallied on the back of it. Where is the Turkey case heading from here? Read our view here

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EM by EM #42 China could do with a cold Turkey

EM by EM #7 Is Turkey to TRY a pivot?

As the Lira is trying to outcompete the depreciation of the Venezuelan Bolivar and the volatility of dogecoin, we provide our view and assessment of the near-term impact of Erdogan’s narrow victory. Markets were not impressed by the outcome but will the skepticism remain the prevailing narrative?

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Something for your Espresso: No help for commodities from China (yet)

Something for your Espresso: The G7 doves are coooooooing!

The G10 central banks coordinately called the peak in global inflation after the Davos gathering earlier this year and now BoJs Ueda has hinted that central banks agreed at the G7 meeting that they should patiently wait and see for the effects on already implemented. The doves are cooing!

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Turkey Election Watch #3 Final Predictions Ahead of our Election Night Live Blog

Turkey Election Watch #3 Final Predictions Ahead of our Election Night Live Blog

The Turkey Election Watch Series will culminate on election day, May 14th and 15th – READ OUR LATEST PREDICTIONS BEFORE ELECTION NIGHT. Steno Research launches our very own Turkey Election Live Blog. We will provide you with live updates, key trends and analyses from the election while results tick in.

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Turkey Election Watch #3 Final Predictions Ahead of our Election Night Live Blog

Türkiye Election Watch: Erdogan’s Swan Song?

Geopolitically, no election can contest the significance of the dual Turkish Presidential and Parliament elections this year. President Erdogan has never lost an election (national, local or referendum) in his 21 year reign, but right now polls predict a toss-up between him and the opposition coalition. We are following the campaign trail with an eagle’s-eye, and are giving you the key insights in our new Turkey Election Watch Series. Come along for the ride. 

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