@tashecon blog
Timothy AshEM & geopolitics
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 460 | Subscribers | Read | timothyash.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Simsek is a keeper & VDL needs to read the memo
Mehmet Simsek seems to getting flak again all over the Turkish media with a common theme being the supposed failure of his economic programme.
Gulf War III: Detail is not Trump’s strength
I spent the last few days at the Antalya Diplomacy Forum (ADF) in Türkiye, where most conversations predictably ended up focusing on the war in Iran, and the wider Middle East, Lebanon and Gaza included.
Gulf War III, markets sanguine, why?
Markets have staged a remarkable comeback in response to the announcement of a ceasefire in the war in Iran. The S&P has recouped all its prior losses from the first on set of the war, and broader risk assets have similarly returned to clos...
New confidence in Ukraine
The war in Iran has taken the focus off the war in Ukraine - a reflection perhaps that global markets appear more vulnerable now to developments in the Gulf than those in Ukraine where in many respects resilience to the war, for global mark...
Authors
The writers behind this newsletter.
Turkey and Ukraine econ and geopolitics geek
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