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Live stream discussion with Tim Ash, Senior EM Sovereign Strategist at RBC Bluebay, on Russia sanctions and Ukraine
A recording from Timothy Ash and Robin J Brooks's live video
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Timothy Ash
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Robin J Brooks
36:58
Turkiye - an opportunity missed by the CBRT
The CBRT’s MPC surprised the market cutting policy rates by 300bps to 43%.
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Timothy Ash
Zelensky is not the problem
Disappointing to read some talking heads in the Western media arguing that Zelensky is now the problem and should step aside - see article therein in…
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Timothy Ash
2
Zelensky presents Putin with PR gift
Zelensky has presented Ukraine’s European financial backers with a huge dilemma with his move against NABU and SAPO which has spurred big demonstrations…
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Timothy Ash
4
Türkiye - geopolitical opportunity knocks
Türkiye faces a remarkable set of geopolitical challenges and opportunities at present which have the potential to give big wins but also present new…
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Timothy Ash
2
Turkiye -call me a Hakancı now
I have been in Turkiye the last few days and thinking thru next week’s CBRT rate decision.
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Timothy Ash
Same old stale arguments from Euroclear
Same old, same old from Euroclear:
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Timothy Ash
1
Is Trump finally set to call Putin to account?
Lots of people try to understand Trump and Russia - why when Trump appears to have all the cards, has he chosen not to play them?
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Timothy Ash
1
The economic case for seizing CBR assets
The economic arguments around using immobilised CBR assets for Ukraine
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Timothy Ash
1
Econ 101 for Lagarde
Econ 101 lesson for Lagarde about seizing or not seizing CBR assets:
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Timothy Ash
1
Russia is struggling to defend its foothold in the South Caucasus
News is filtering through of an Armenia - Azerbaijan - Türkiye deal over the Zangezur corridor - this follows the visit of Armenian PM Pashinyan to…
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Timothy Ash
2
Ukraine - why can’t the G7 just be honest?
It’s been interesting to see the response to my piece from yesterday (see below) on the publication of the IMF eighth review under the EFF.
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Timothy Ash
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