Page 2 - TURKRptAUG19

Table of contents
Turkey
Country Report August 2019
Table of contents
1.0 Executive summary
2.0 Politics
2.1 Trump under bipartisan pressure to sanction Turkey, Erdogan says S-400s will be fully operational by April 2020
2.2 INSIGHT: Are these markets for real?
2.3 Turkish central bank chops policy rate (for “central bank” read “Erdogan”) 2.4 INSIGHT: Awesome, surreal!
2.14 Business and consumer confidence surveys
2.15 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
6.2.1 Local debt dynamics
7.0 FX
7.1 Lira under control of “invisible hand”
8.0 Financial & capital markets
2 TURKEY Country Report August 2019
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