Opinion

Turkey’s foreign policy falling apart on all fronts, writes shadow minister

bne IntelliNews April 27, 2025

Ankara took a slap to the chops as Turkic Central Asian states inked an investment-linked deal on relations with Brussels that pointedly included no recognition of the Turkish Republic of Northern Cyprus.

COMMENT: Embracing “Greater Central Asia” has become a strategic imperative for US

bne Central Asia bureau April 27, 2025

Wider region increasingly seen as arena in which major powers’ interests, such as in sourcing critical minerals, collide and converge.

BEYOND THE BOSPORUS: Rancid regime moves to detain lawyer to Imamoglu's lawyer

Akin Nazli in Belgrade April 24, 2025

Will he need a lawyer? Perhaps not considering how the Erdogan administration routinely ignores supposedly weighty court rulings.

IMF: Enhancing financial stability for resilience during uncertain times

IMF blog April 24, 2025

Capital markets are essential for driving economic activity, providing mechanisms for raising funds and allocating resources efficiently. The stability of these markets and the financial institutions that intermediate them are critical.

IMF: Global debt to exceed pandemic levels soon

Era Dabla-Norris, Vitor Gaspar, Marcos Poplawski-Ribeiro for the IMF April 24, 2025

Global public debt is set to rise to 95% of GDP this year and will continue to climb in the next years to top 100%, says the IMF.

COMMENT: Azerbaijan redraws its foreign policy map

Fuad Shahbazov in Durham April 23, 2025

Azerbaijan has shifted its traditional foreign policy strategy by making inroads into regions far beyond the post-Soviet space, including the Balkans, Middle East, and more recently Sub-Saharan Africa.

COMMENT: Five key trends in new global paradigm of narrow self-interest – Oxford Economics

Ben Aris in Berlin April 22, 2025

A new global economic paradigm is taking shape as major economies pivot towards policies rooted in narrow national self-interest, a shift that political analysts at Oxford Economics believe will have lasting repercussions.

IMF: The global economy enters a new era

Pierre-Olivier Gourinchas the Economic Counsellor and the Director of Research of the IMF April 22, 2025

The global economic system under which most countries have operated for the last 80 years is being reset, ushering the world into a new era.

COMMENT: Make no mistake: Trump’s tariff turmoil is a major economic crisis

Ben Aris in Berlin April 22, 2025

A wave of erratic tariff announcements from the United States has further battered already the already weak Eurozone economic indicators, with last week's sharp decline in the ZEW Economic Sentiment Index collapsing further.

US risks Turkey-type descent into hyperinflation if Trump like Erdogan takes control of rates, Nobel economist Krugman warns

Akin Nazli in Belgrade April 21, 2025

Monetary power can be abused by irresponsible leader who wants to preside over boom but doesn’t want to hear about risks, he says.

HALLIGAN: Mike Calvey's "Odyssey Moscow" – the story of Russia's top fund manager who ended up in jail when his partners turned on him

Ben Aris in Berlin April 21, 2025

“How did a nice boy from Oklahoma end up living in Russia?” bne IntelliNews editor at large Liam Halligan asked legendary Russia investor Michael Calvey, a legend in the Moscow investment world, in his “When the facts change” podcast.

COMMENT: Zelenskiy is increasingly monopolising power in Ukraine

Ben Aris in Berlin April 18, 2025

In a surprisingly negative article for the normally pro-Ukraine The Economist, the magazine has heavily criticised Ukrainian President Volodymyr Zelenskiy for monopolising power and undermining its democratic institutions.

“I am a political prisoner,” writes Istanbul mayor Imamoglu in Financial Times op-ed

bne IntelliNews April 17, 2025

"The global wave of democratic backsliding may have begun in Turkey. I believe the pushback will begin here, too," says chief political rival to country's long-ruling president Erdogan.

BERTRAND: Trump’s tariffs on China are the same as sanctions on Russia and will also fail

Arnaud Bertrand in Switzerland April 17, 2025

Fundamentally, the extreme tariffs on China are the exact same mistake as the sanctions on Russia and will have the same principal effect: to prove in the eyes of the world the impotence of the United States.

COMMENT: Could the US strike a deal to restart Nord Stream gas pipeline?

bne IntelliNews April 13, 2025

US President Donald Trump has made it clear that he wants to do business with Russia and tap into its vast raw material resources. But restarting the Nord Stream gas pipeline is the only US-Russian business project that looks viable.

ING: Is sell America Inc. now a thing?

Padhraic Garvey Regional Head of Research Americas for ING, Benjamin Schroede Senior Rates Strategist for ING April 9, 2025

US Treasuries are not behaving as a safe haven. They have cheapened versus the risk free rate, in a significant manner. The 3yr auction was a mess. There is now heightened nervousness ahead of the 10yr auction. Is 'sell America' a thing now?

BEYOND THE BOSPORUS: The sheer comedy that is Turkey's opposition

Akin Nazli in Belgrade April 8, 2025

Erdogan's trolls must have been splitting their sides as CHP leader got himself re-elected unopposed.

Picula: Serbia will not enter EU while it sits on four chairs

bne IntelliNews April 8, 2025

Serbia's long path to EU membership remains uncertain under its current leadership, which “sits in four chairs”, according to the European Parliament rapporteur for Serbia, Tonino Picula.

COMMENT: Trump’s secondary sanctions on Russian oil are a lose-lose proposition – Carnegie

bne IntelliNews April 8, 2025

“Just as certain classes of medication are sometimes in vogue and prescribed to help with all kinds of ailments, it seems that US President Donald Trump and his team have stumbled upon a magical remedy for all the world’s problems: tariffs.”

COMMENT: US tariffs set to squeeze European corporate earnings across multiple sectors – Fitch Ratings

bne IntelliNews April 8, 2025

US President Donald Trump’s Liberation Day tariffs on European imports – set at 20% for EU member states and 10% for the UK – are poised to curtail revenue and profitability growth across several corporate sectors in Europe, according Fitch.

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