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@tashecon blog

Timothy Ash

EM & geopolitics

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues451SubscribersRead timothyash.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Trump & Iran - it’s personal

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...

2 days ago
6
0

Trump & Iran: it takes two to TACO

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...

6 days ago
29
3

Gulf War III - lessons for Ukraine

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...

9 days ago
29
5

Turkiye - CBRT indecision could prove costly

As expected the CBRT’s MPC kept policy rates unchanged at 37%. But given geopolitical trends I think that was a mistake.

10 days ago
9
1

Authors

The writers behind this newsletter.

  • Timothy Ash

    Turkey and Ukraine econ and geopolitics geek

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