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Turkey: Polls & policy
Turkey holds important local elections this week so I thought it useful perhaps to give some market perspectives around these. Opinion polls suggests…
Mar 26
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Timothy Ash
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Turkey: Polls & policy
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Ukraine - the IMF is living a fantasy
The IMF has published the latest staff report for the third review under the $15.6 billion EFF for Ukraine. See link…
Mar 25
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Timothy Ash
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Ukraine - the IMF is living a fantasy
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A Q&A on frozen Russian assets
So much news/noise now on the issue of using “frozen”, or actually as yet only “immobilised”, Russian assets for Ukraine, I thought it useful to put out…
Mar 21
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Timothy Ash
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A Q&A on frozen Russian assets
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Turkey - critical MPC meeting looming
The CBRT’s MPC meets again this week in what is shaping up to be a critical meeting on interest rates. Simsek’s reform team at the CBRT brought in after…
Mar 20
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Timothy Ash
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Turkey - critical MPC meeting looming
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Sanctions on Russia are too weak/ineffective
The West needs to be prepared to pay a price as well
Mar 19
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Timothy Ash
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Sanctions on Russia are too weak/ineffective
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Ukraine - telling it as it is
See above my podcast with Jonathan Fink at Silicon Curtain. For me the issues of debt relief for Ukraine and ensuring Ukraine receives the full $300…
Mar 11
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Timothy Ash
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Ukraine - telling it as it is
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Lagarde - needs to be on the right side of history
Finally
Mar 7
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Timothy Ash
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Lagarde - needs to be on the right side of history
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Ukraine - how about fair burden sharing
Interesting as we head towards possible talks around private sector debt relief for Ukraine, buzz words like "burden sharing" come to mind. And…
Mar 7
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Timothy Ash
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Ukraine - how about fair burden sharing
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Creditors need to stand up for Ukraine
So here is the story - the IMF/G7 is pushing Ukraine to do an early debt treatment. The idea is restructure the debt this year so perhaps Ukraine can…
Mar 1
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Timothy Ash
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Creditors need to stand up for Ukraine
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February 2024
Ukraine - debt relief after use of frozen RU assets
So the starting gun has been fired on negotiations on debt treatment on Ukrainian sovereign debt. Bondholders are circling around forming various…
Feb 28
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Timothy Ash
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Ukraine - debt relief after use of frozen RU assets
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Ukraine - West needs financing wake up call
The IMF announced this week a staff level agreement over the completion of the latest review under the $15bn plus EFF with Ukraine. This was largely as…
Feb 23
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Timothy Ash
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Ukraine - West needs financing wake up call
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Ukraine - reserve currency/Euroclear risks are overblown
Euroclear appear to be mounting a rearguard action to counter the building momentum behind the campaign to seize immobilised Russian assets and to…
Feb 21
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Timothy Ash
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Ukraine - reserve currency/Euroclear risks are overblown
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