Page 2 - TURKRptSept19

Table of contents
Turkey
Table of contents
1.0 Executive summary
2.0 Politics
2.1 INSIGHT: Official inflation hops up to 16.65% but that’s not enough to blow Erdogan’s plan off course 2.2 INSIGHT: Consumer hump, factory slump
2.3 INSIGHT: ‘EM hunt switches from yield to safety' as Ankara readies for new political, economic phase 2.4 INSIGHT: Turkish assets sliding as Erdogan regime’s grip on events weakens
2.5 Business and consumer confidence surveys 2.6 Politics - shorts
3.0 Macro Economy
3.1 Macroeconomic overview
4.0 Real Economy
4.1 Industrial production 4.2 Inflation
4.2.1 CPI dynamics
4.2.2 PPI dynamics
4.3 Industrial sectors and trade
4.3.1 PMI Production dynamics
4.3.2 Corporate profits dynamics 4.4 Labour and income
4.4.1 Labour market, unemployment dynamics 4.4.2 Income dynamics
4.4.3 Retail sector dynamics
5.0 External Sector & Trade
5.1 External sector overview
5.2 Balance of payments, current account
5.2.1 Import/export dynamics 5.2.2 Current account dynamics 5.2.3 Gross intl reserves
5.3 FDI
5.4 External Debt
6.0 Public Sector
6.1 Budget
6.1.1 Budget dynamics - specific issues 6.1.2 Budget dynamics - privatization
6.2 Debt
7.0 FX
7.1 Is the Turkish lira any less vulnerable than last year? 7.2 Lira under control of “invisible hand”
8.0 Financial & capital markets 8.1 Bank sector overview
8.1.1 Earnings 8.1.2 Loans 8.1.3 Deposits
2 TURKEY Country Report September 2019 www.intellinews.com