Page 2 - TURKRptJul19

Table of contents
Turkey
Country Report July 2019 Table of contents
1.0 Executive summary
2.0 Politics
2.1 Imamoglu earthquake — Has Erdogan thrown in the towel?
2.2 US hands Turkey Russian missiles ultimatum, deadline July 31
2.3 Trump-Erdogan meeting brings no logic to S-400 row but temporary relief for Turkish assets 2.4 Attempts under way to send Turkey “cap in hand” to IMF: Erdogan
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 - tax issues 6.1.3 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
2 TURKEY Country Report July 2019
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