Sunday, October 28, 2018

Republic of Turkey


Have a good  sunday my sisters and brothers...............

You know,I am a Turkish.I am proud of it.We will celebrate  95th year of our Republic.It is unbelievable feeling.


                                                                         ANITKABIR 

Have an independent land,live in your country with a free man ,take a breath with free,I can not change them for anything.

Dear Atatürk and his hero friends  did  many wars with enemies,yes wars are not good which means tears and saddness but away it was necessary for surviving my nation and they happened.

Freedom is the most important gift for us.Dear Atatürk dedicated himself for my nation.I can tell many examples;election rights for womens,equality in education for male and female students,working life for womens,innovation in science and industry.

Think even in Europe,womens had no election rights in 1900s.

We are humans and we are not immortals,one day we will pass away from this world,the point is to make good things for future generations.

I mean education,technology,artificial intelligence,medicine.If you do not want to develop yourself,you can not.Just try and believe.



Mustafa Kemal Atatürk believed us,he did it.Big leader, your name and your story will teach by ourselves to next generations.....


Friday, October 26, 2018

Mills of god grind slowly yet they grind exceeding small



Hi guys, seriously I do not watch last episode of Supernatural.I will consider some  general problems as a world citizen of this planet....


Wars
Human Rights;come on even animals have no any rights.........
Animals
Global Warming
Respect and thanks

We changed or we learned anything when we looked in the past,I think you know answer but away if I say with loudly NO.We are same,just we invented much more technological weapons and some devices.





                                                     War means destroying and devil





I say my friends,it is not important you can have an Audi,Mercedes,Bmw or an iphone but away it does not mean you are a man or lady,the point is education and learning for wealth of the universe and human kind.

World War 1,World War 2,Vietnam War,Korean War,Afghanistan War,Iraq War,Syria War,Bosnia and Georgia

How many people were dead?Who remembers or knows real numbers?2 faces politicians,you think your nations or races are important for them.


Golden Rules for future generation

1-)Study (Science,math,physic,chemistry,history,philosophy, learn English,French,Spanish,)
2-)Coding (Technology,software)
3-)Questions
4-)Repeat


Todays,refugees are humiliated and they have seriously hard conditions in all of the world.There is no body does not want to leave and live in a strange place.Again we come to same point,education and questions are keys.Ignorant is not a guilty,it can be solved.Just you want to learn and develop with yourselves.





Sunday, October 7, 2018

EM-US Economy


Hola,hi,merhaba,salut.Wherever you are in the world ,welcome.


Last friday,USA non agricultural data dropped a little bit value against expectations.I wrote some matters in my articles.Some storms have been in Ohio,Florida.

But onward month expactations happened 201,000.




Now,US unemployment rate is %3,7.Economy has been growing up for 3 years.Fed will be aggresive in 2019-2020.They reached their aims in inflation and employment rate.Heat of Economy looks stabil.



US 10 years bond are  in 3,23 levels.EM markets have hard days and next months they will have much more hard days.India Central Bank did not hike interest rates last week.Their rate still is %6,25.

Argentina has a deal with IMF however dollar still is powerful against peso 1 USD=38,127 Peso.
Brazil has a president selection,currently they can be the most durable economy in EM markets.

Some sanctions affect Russia,Russian Central Bank hiked interest rates last month.South Africa and Turkey have a current deficit problem,recently current deficit of Turkey dropped.Because of recession effect.Car sellings and home sales have been dropping for 2 months.

This week,some politic issues can effect positive or negative for Lira.Pastor Brunson will be free or not.Turkish Courts will give a decision and I guess foreign investors follow this incident.Other cases are important for instance inflation,bankruptcies.

In this october,TCMB will have a meeting a hiking decision can be or not?
Also mortgage and trade credit interest rates are in so high levels.
Middle East is always complicated in Yemen,Syria.
Iran Sanctions.

In my opinion that A barrel Brent Petrol will be $ 100 until 4 November.Negative effects are possible for Turkish Economy,South Africa and India.

Fasting days are present in every of the world.Politics,economies,medicine,nature,space and more.

ONS GOLD

Levels of gold are not high,

1-)Peace North Korea and USA.
2-) A trouce in Syria.
3-)Brent Petrol is not weak.

I pointed in my article in this august, after Iran Sanctions (November) gold prices can be high.It is connected with $ and Brent Barrel.


Thursday, October 4, 2018

Race Week



This week,Japan will have a F1 race in Suzuka.It will be critical for Scuderia Ferrari.4 races remain after this race.....

Mexico
USA
Brazil
Abu Dhabi



    SUZUKA CIRCUIT


In Russia,silver arrows were so fast in streets against reds....Recently races Ferrari was much more faster than Mercedes in the streets.(except Singapore)Silver Arrows had come with some new packages and they worked but away packages of ferrari did not work.New Back wings and new fronts were not enough to win of this race.







If Silver Arrows have a mistake or accident, and if Ferrari wins Suzuka.They can have  a chance of winning constructors.

Mercedes looks aggresive with team orders.... Toto Wolf thinks we have a risk in championship race 50 points difference are not enough for them (Seb-Lewis).

I guess,Mercedes will have a mistake,they can not be so lucky....Power Unit problem (Mgu,battery or gearbox)....

A little bit excitement  may be awesome for F1 fans.........

Monday, October 1, 2018

Back to Economy


October,November and December......

It will be critic for EM Markets and especially Turkish Markets....

Also some external debts will pay in these months.

Last week Fed hiked interest rates and they will hike interest rates in 2019-2020.....


I had wrote matters,  why Brent Petrol prices will increase and consequences for global economy in my articles.

1-)Iran sanctions
2-)Even India will not import Brent Petrol from Iran.(China-India are the important trade partners for them)
3-)Having current deficit economies ,will have hard days.

Brent Petrol :83 $ and I guess it will be $90-100 before 4 November.........





        External Debt Calendar

Steps of TCMB looks positive but away it is not enough for a long time reserves has been dropping and  a big external debt payment will start in this month.

In this week the most important data is,US non agri cultural data will share by FED,Ons Gold and market portfolios watch it.Dow Jones and S &P 500 looks very powerful.

Although  these data,Turkish Inflation report will share in this wednesday.Expectations,CPI and PPI  will not drop in coming future (%23-%20).

Many companies,approximately 3000 companies have explanied their bankrupts recently.....

Turkish PMI Index happens  42,7 in this month.Importing has been dropping for two months,probably growth rate will drop in next quarters.


                                                               Turkish PMI INDEX