
EM & geopolitics
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We live in an increasingly uncertain world with wild geopolitical forces at play. It’s tempting to look at the geopolitical risks from a traditional state level perspective. But in a world where power is increasingly concentrated around imm...
Trump seems to have realised that in starting the war with Iran, he has bitten off more than he can chew. He wants to TACO but has realised that in the context of this war it will Take Two to Taco, and Iran has little interest to call an ea...
I was asked to join a panel this week at Chatham House to talk about the implications of Trump’s Gulf War III on the war in Ukraine. In particular, I was asked to try to focus on the economic aspects. Having duly delivered my thoughts for C...
As expected the CBRT’s MPC kept policy rates unchanged at 37%. But given geopolitical trends I think that was a mistake.
The writers behind this newsletter.
Turkey and Ukraine econ and geopolitics geek
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