December FED Hike – what now?
Mixed signals keep on coming from the FED regarding a rate hike. More economists and market participants are now convinced of a December rate hike. Chances of a hike did…
Turkish Election: In-Depth Analysis
The AK Party (AKP) won parliamentary majority in the elections yesterday. With 316 seats out of 550 seats, it means that they do not need to form a coalition government…
Syria: Is a Deal in the Works?
There are strong reasons to think so. The recent deal between Turkey and the EU is related towards finding a solution for Syria. The fight for Aleppo could result in…
Turkish EU Deal is a Game Changer
Just as Turkey seemed to be sliding into escalating violence and chaos, an opportunity arose and President Erdogan agreed to 3 Billion Euro aid package with the EU. The impetus…
UK BOE keeps rates on hold – Future?
The labour market is very tight with unemployment at the medium term trend of 5.5%, this is down from over 8% a few years ago. Thus, the job market is…
ECB – Weak Data and German Slowdown
Germany is experiencing a slowdown in exports thanks to weakness in emerging markets, especially China which accounts for 6.5% of German exports. The slowdown in China could be more than…