Wednesday, January 16, 2019

FED GOVERNORS




Seriously strange times,we have exactly this time term.

From economy to space everything is getting strange.Why I use this word in my sentence?


Yesterday,FED governors said, FED should be patient for hiking rates,global growth will have a slump.

They think,some private sectors bonds boom and USA can have a crisis,they are afraid of Trump ?

Or hard Brexit

Europe Region has some problems

China

Just focus numbers.......

In this term it is an oppurtunity for FED,strong dollar will affect with negatively to China,EU.Therefore they need peace and exporting power of USA has a little bit damage.





Last december,we had 312,000 in non ugricultural data.Also unemployment rate is the smallest in the history.


PPI-CPI-INFLATION

Since 2013,the most important thing was inflation for USA economy and currently inflation is near %2-%2,5.

For this reason,dollar index is not weak,by Trump and Powell USA 10 years bond dropped to %2,58 then levels of bonds are near to % 2,74.




Conclusion of this story,FED should hike interest rates,EM markets and EU have no power and it can be a good choice for FED.

Also markets look well for 3 weeks.

End of 2019 we will see new hiking interest rates by FED.

Monday, January 14, 2019

Shocking or normal,令人震惊或正常



A new hard week starts.

"Mr Trump looks hawkish about Turkey Operation to North Syria.He said,if you move one more step without telling us,we will destroy your economy"


Until this time,any USA President did not tell any explanations like that,it is seriously hard.


I had said in summer of 2018,Syria is so complicated,equations always change,games and unknown things happen.

USA is not dovish against Iran,and it is part of this equation.







    Now,TUIK shares  production data of Turkey,it does not look well.For a long time,industy has slowing and recession points.


      TURKISH INDUSTRY  IN NOVEMBER


In November,industry power dropped about %6,5.From this summer until this time,industry production ( cars,white goods,agricultural industry) do not show magical.

Also Levels of stocks dropped,again current deficit will increase and exporting-importing balance can break.

If you want to sell your products,you should buy some semi products raw materials.Energy and dollar prices are not cheap,which has so high costs.

Semi products,raw materials are vital costs for Turkish Firms,according to some news agencies Tupras and Isuzu will cut production.


In other way Europe does not look well,its industry index has the worst point last of three years,About %3,3 dropping is not a good for EU.

For a long time,Germany has some slowing points.These things  can change decisions of ECB.

Trade wars affect China,EU,Germany,their economies power have some damages.In long term they will need peace.

Do not forget this point, EU is the biggest market for Turkish Economy.Our exporting power is connected with Europe Region.Big European Banks have some partnerships in Turkey

Unknown equations always will affect destiny of economies.



11月,工业用电量下降约6,5%。从今年夏天到现在,工业生产(汽车,白色家电,农业)并不显得神奇。


此外,库存水平下降,目前的赤字将再次增加,出口 - 进口平衡可能会突破。



如果你想出售你的产品,你应该购买一些半成品原料。能源和美元价格并不便宜,成本如此之高。


根据一些新闻机构,Tupras和五十铃将削减产量,半成品,原材料是土耳其企业的重要成本。


另一方面,欧洲看起来不太好,其行业指数在三年内持续最差点,大约3,3%下跌对欧盟不利。

很长一段时间,德国都有一些放缓点。这些事情可以改变欧洲央行的决定。


贸易战影响中国,欧盟,德国,它们的经济实力有一定的损害。长期来看,它们需要和平。

不要忘记这一点,欧盟是土耳其经济的最大市场。我们的出口电力与欧洲地区有关。大欧洲银行在土耳其有一些合作伙伴关系



未知的方程总会影响经济的命运。

Thursday, January 10, 2019

MISSING F1



              We should wait until March.New cars,new packages,new challenges.......

The most strange news have come from Scuderia Ferrari recently,team principle Arrivabene was fired by Ferrari CEO.

It can be so interesting for Ferrari in this year,especially Mercedes Silver Arrows has a powerful engine for 2019.According to reports they find much more hp in their engines.Ferrari will start with a chaos in this year.

Ferrari has no enough power in 2017-2018.Big responsibility always  belongs team principle.Winter time ,we are looking forward it.



In 2019,cars have no any sharply technological developings,V6 engines and big tyres will present in this year,after 2020 designs of the cars can change.

                New front wings of 2019 cars had tested last race in Abu Dhabi.


Championship chances look so complicated,winter testings will show us how many teams have power against last year.It will be a good comparing for teams.

Honda -Redbull,2 big companies will share their powers in this year,it will be so interesting.Honda -Mclaren power did not look well for both of teams.Redbull can have a successful marks in this year we will see.

I am sure that,Silver Arrows and Ferrari will fight again,Redbull will be surprise of this year,Mclaren and Renault I guess they have no chances.

Haas,Force India,Sauber,Williams,Renault,Mclaren are fighting in B-class,if we have an excited season in this year,fans will be much more happy.



Thursday, January 3, 2019

再见中国



好吧,对不起我的中文。我对这种语言并不完美。中国经济有一个大问题。去年我写的。中国经济越来越差。数据看起来不太好。生长和元没有能力与美国作战 中国需要资金。尤其是18亿国家需要投资。贸易战对中国不利。谁控制美元?

然而,中国人自己提出一些问题。为什么中国政府投资人工智能?


他们知道原因,他们如何养活18亿人。机器人可以没有钱就能完成工作。


这不是一个秋天,它是一场风暴。





行业数据看起来不太好,如果不好看,中国如何赚钱。中国经济包括廉价的装配和工作能力。


但客场魔法崩溃了。


脆弱的五人也是中国的另一个问题。



Wednesday, January 2, 2019

Shrinking time



你好 经济看起来不太好 Hi , guys dear citizens of the world or any planets citizens :))

For a long time ago,I tried to consider some negative effects on Chinese Economy.Problem is getting worse.

China PMI Data explained two days ago and numbers showed under of 50 is dangerous.We talk about 1,5 billion population country.





Trade wars are not good for China,why?


  • China had a story ( cheap human power) now minumum wage salary is getting equal with any European Country.

  • China Economy needs American Companies Investment.

  • Brent Petrol Future (53 $) Two months ago,Saudi Arabia and Russia had a deal for reducing petrol production which means Brent Petrol Prices can be high. But away it happened?Nope

       The biggest  petrol consumer is China in this world,if prices do not hike and PMI data drop a               global crisis will come.


 Europe  Continent

How are the workings in Europe Region? It does not look shine and well.



China and Europe are the biggest marketing partners.If China does slowly,Europe will have same problem. Last December PMI Data was happened with 51,4.A sharply dropping.


ECB (EUROPEAN CENTRAL BANK) They will hike interest rate in second quarter in 2019.


  • Complicated Economies (EM MARKETS)

  • Five Fragile Economies

  • Taiwan-China-USA

  •  Syria       

  •  Natural disasters     


In a short time, some of the above matters can be or other reasons we can tell million reasons.Slowing economies always are dangerous.