Turkey (usd) 8% 2034 US900123AT75 7,375% 2025 US900123AW05 vol.II

frroby

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Turkish cenbank raises end-2022 inflation view to 65.2%
Oggi 10:07 - RSF
ANKARA, Oct 27 (Reuters) - Turkey's central bank raised its year-end annual inflation forecast to 65.2% from 60.4% three months ago, and lifted its end-2023 mid-point forecast to 22.3% from 19.2%, a presentation by Governor Sahap Kavcioglu showed on Thursday.

Turkish annual inflation climbed to a 24-year high of 83.45% in September after the central bank surprised markets by cutting rates twice in two months while central banks elsewhere move in the other direction to tighten policy, setting Turkey well apart with a deeply negative real rate.

It cut rates again this month, by a larger than expected 150 basis points, after President Tayyip Erdogan called for single-digit interest rates by year-end.

(Reporting by Nevzat Devranoglu, Ali Kucukgocmen and Ezgi Erkoyun; Writing by Daren Butler; Editing by Ezgi Erkoyun)
((daren.butler@tr.com; +90-212-350 7053; Reuters Messaging: daren.butler.thomsonreuters.com@reuters.net))

Grazie per la puntuale informazione...

stranamente le quotazioni non sembrano risentirne al momento....meglio così
 

pietropanz

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Turkey - Factors to Watch on Nov 3
Oggi 05:58 - RSF
ISTANBUL, Nov 3 (Reuters) - Here are news, reports and events that may affect Turkish financial markets on Thursday.

The lira
stood at 18.6200 against the dollar in early trade, weakening from a close of 18.6100 on Wednesday.

The main BIST 100 share index

GLOBAL MARKETS
Asian shares slipped on Thursday after the U.S. Federal Reserve shifted the outlook on tightening from short and sharp to long and high, putting to rest any thought of a near-term pause.

INFLATION
The Turkish Statistical Institute will release consumer and producer price inflation data for October (0700 GMT). The consumer price index is expected to rise to 85.60%, according to a Reuters poll.

NATO
NATO Secretary-General Jens Stoltenberg will visit Turkey and meet with Foreign Minister Mevlut Cavusoglu. They will later hold a news conference (1645 GMT).

CENTRAL BANK
The Turkish central bank will release weekly data, including on forex reserves and locals' forex holdings (1130 GMT).

ISRAEL
President Tayyip Erdogan said on Wednesday he wanted to maintain Turkey's relations with Israel based on mutual understanding, no matter the election outcome, as former Prime Minister Benjamin Netanyahu looked set to return to power.

HEADSCARF
Turkey's president said on Wednesday his party could put to a referendum constitutional amendments to protect women's right to wear a headscarf, in a move some Turks see as an attempt to outflank the opposition on a once-deeply divisive issue.

BLACK SEA GRAIN DEAL
Russia has said it would resume its participation in a deal freeing up grain exports from Ukraine, reversing a decision that world leaders warned would increase hunger globally.


For other related news, double click on:
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For real-time quotes, double click on:
Istanbul National-100 stock index
, lira bond trading

(Compiled by Ali Kucukgocmen)
((ali.kucukgocmen@thomsonreuters.com , @alikucukgocmen; +905319306206; Reuters Messaging: Reuters Messaging: ali.kucukgocmen.thomsonreuters.com@reuters.net))
 

pietropanz

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UPDATE 1-Turkey's inflation hits 24-year high of 85.5% after rate cuts
Oggi 09:00 - RSF
(Adds breakdown of inflation, graphic, background)
ISTANBUL, Nov 3 (Reuters) - Turkish annual inflation climbed to a new 24-year high of 85.51% in October, official data showed on Thursday, slightly below forecast, after the central bank cut its policy rate despite the surging prices.

Inflation has surged since last November, when the lira slumped after the central bank began cutting its policy rate in an easing cycle long sought by President Tayyip Erdogan, running counter to the global tightening cycle.

In the last three months, the central bank slashed its policy rate by a total of 350 basis points to 10.5%, and promised another cut next month as the final move in the current easing cycle.

Erdogan, who holds sway over the bank's decisions, has called for a single-digit policy rate by year-end.

Month-on-month, consumer prices rose 3.54%, the Turkish Statistical Institute said, below 3.60% forecast in a Reuters poll. Annually, consumer price inflation
was forecast to be 85.60%.

The annual inflation in October was the highest since June 1998, when Turkey was working to end a decade of high inflation.

Month-on-month the clothing group led the price rises with 8.34%, followed by food prices, which rose 5.09%, and furnishing and household equipment prices, which rose 4.38%.

Transportation, which includes petrol prices, led the annual rise with 117.15%, followed by food prices at 99.05% and furniture and household equipments at 93.63%.

The median forecast for year-end inflation in the latest Reuters poll was 70.25%, while Turkey's central bank raised its year-end forecast to 65.20% last week, its fourth upward revision this year.

The government's economic programme prioritises low rates to boost production and exports with the aim of achieving a current account surplus.

The domestic producer price index was up 7.83% month-on-month in October for an annual rise of 157.69%
.


^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>
(Reporting by Gdansk newsroom; Writing by Ali Kucukgocmen Editing by Raissa Kasolowsky and Tomasz Janowski)
((ali.kucukgocmen@thomsonreuters.com , @alikucukgocmen; +905319306206; Reuters Messaging: Reuters Messaging: ali.kucukgocmen.thomsonreuters.com@reuters.net))
 

Potemkin

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Nei giorni passati ho venduto. Erdogan economista è troppo.
 

malex

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Ridotto anch'io di 1/3 ieri la mia posizione tasso fisso 2025 più che altro per monetizzare il gain sul dollaro (perdendo però sul corso secco).
 

gove

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Ma se vendo la 25 ,oltre al valore della quotazione ,prendo anche una parte della cedola di febbraio? O la cedola è già inclusa nel valore di quotazione
 

frank8

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Ma se vendo la 25 ,oltre al valore della quotazione ,prendo anche una parte della cedola di febbraio? O la cedola è già inclusa nel valore di quotazione

Si , prendi anche il rateo maturato.
 

pietropanz

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Ma se vendo la 25 ,oltre al valore della quotazione ,prendo anche una parte della cedola di febbraio? O la cedola è già inclusa nel valore di quotazione

Prendi il rateo maturato, ma la cedola non è inclusa nella quotazione.
 

meglio_di_te

data is the new gold, microchips are the new oil
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Le sovranazionali in TRY 23 e 24 stanno salendo bene e hanno ancora rendimento annuo del 40% .

Le misure alternative sembrano funzionare, o forse ormai la lira ha perso talmente tanto che é incomprimibile
 

xymox

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Personalmente rimango investito sulla '34 con circa il 4% del ptf
 

cthulhu

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pmc 109 cambio 1,16

vedo verde, o pebbacco vedo verde
 

AleROMA79

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che ne pensate delle obbligazioni della Turchia in generale?
il rendimento è buono, circa 8% ma del rischio paese che ne pensate?
grazie saluti
 

pietropanz

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RPT-POLL-Turkey to end easing next week with one last rate cut to 9%
Oggi 05:26 - RSF
(Repeats story with no changes to text)

*
reuters://realtime/verb=Open/url=cpurl://apps.cp./Apps/cb-polls?RIC=TRINT%3DECI
poll



By Ezgi Erkoyun and Ali Kucukgocmen
ISTANBUL, Nov 18 (Reuters) - Turkey's central bank is expected to cut rates by another 150 basis points next week to 9% and halt the easing thereafter, a Reuters poll showed on Friday, after President Tayyip Erdogan called for the stimulus despite more than 85% inflation.

The predicted cut would bring the cumulative easing in four months to 500 basis points, which the central bank says is necessary given signs of economic slowdown. It is swayed by Erdogan who had called for a single-digit rate by year-end.

The central bank will announce its rate decision at 1100 GMT on Nov. 24.

The bank cut its policy interest rate by an unexpectedly aggressive 150 basis points last month, and said at the time it evaluated a similar move for November before ending the current easing cycle.

All 14 economists that participated in the Reuters poll expected a 150 basis-point cut to 9% in the one-week repo rate
.

Of the 15 that gave year-end predictions, only one economist saw another cut in December, bringing the policy rate to 8.0%, while the others saw the bank holding steady after November.

In response to a question about the policy rate at the end of 2023, six of seven economists expected a pivot to tightening that would bring it to a range between 16% and 35%.

One economist noted that policy would depend on whether Erdogan is re-elected in a presidential vote in May or June next year.

Inflation has surged since autumn 2021, stoked by an unorthodox easing cycle of 500 basis points that sparked a currency crisis late last year.

Erdogan, a self-described "enemy" of interest rates, aims to boost investments, production, exports and employment while lowering rates under his economic programme.

The central bank expects inflation to drop to 65.2% by end-2022, thanks largely to a so-called base effect. That compares to a median estimate of 70.25% in the latest Reuters poll and 68.06% in a central bank survey published on Friday.

The bank says it will achieve a permanent fall in inflation once Turkey's chronic current account deficits turn to a surplus under the new economic plan.

Ankara does not see a surplus in its economic projections that cover up to 2025.

(Reporting by Ezgi Erkoyun and Ali Kucukgocmen; Editing by Jonathan Spicer)
((ali.kucukgocmen@thomsonreuters.com , @alikucukgocmen; +905319306206; Reuters Messaging: Reuters Messaging: ali.kucukgocmen.thomsonreuters.com@reuters.net))
 

cthulhu

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si sono ripresi bene nonostante le cattive notizie economiche
voi ancora dentro? dovremmo essere tutti verdi chi grazie al cambio chi per prezzi
 

leonzio22

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si sono ripresi bene nonostante le cattive notizie economiche
voi ancora dentro? dovremmo essere tutti verdi chi grazie al cambio chi per prezzi
IO POCO DOPO ESSERE TORNATO IN VERDE, GRAZIE AL CAMBIO.., HO VENDUTO E REINVESTITO IN "BTP 2037 4%" PREVEDENDO UNA RISALITA IMPORTANTE DELLE QUOTAZIONI
 

pietropanz

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Turkey's inflation dips to 84.39% after 17 months of rises
Oggi 08:07 - RSF
ISTANBUL, Dec 5 (Reuters) - Turkish annual inflation slipped to 84.39% in November, official data showed on Monday, just below forecast, ending a 17-month long period of rises since last year when the central bank began cutting interest rates.

Month-on-month, consumer prices rose 2.88%, the Turkish Statistical Institute said, compared to a Reuters poll forecast of 3%. Annually, consumer price inflation
was forecast to be 84.65%. It hit a 24-year high of 85.51% in October.

The domestic producer price index was up 0.74% month-on-month in November for an annual rise of 136.02%
.

Last month, the central bank wrapped up its unorthodox easing cycle, which it carried out despite soaring prices, lowering its policy rate to 9% from 19% in line with President Tayyip Erdogan's calls for stimulus.

(Reporting by Gdansk newsroom; Writing by Daren Butler; Editing by Jonathan Spicer)
((daren.butler@tr.com; +90-212-350 7053; Reuters Messaging: daren.butler.thomsonreuters.com@reuters.net))
 

cthulhu

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liquidato anche io oggi, verde per il cambio ma rosso per capitale in dollari, senza poi contare le cedole

per me salita molto, inizia a non scontare il rischio bilancio del paese
adesso per completare devo cambiare i dollari in euro dal multi

p.s.
per completare ulteriormente preso ulteriore trance di btp26 zero cedola, per recupero minus e per sfruttare la promo di fineco sulle commissioni tds
 
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Alanford701

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IO POCO DOPO ESSERE TORNATO IN VERDE, GRAZIE AL CAMBIO.., HO VENDUTO E REINVESTITO IN "BTP 2037 4%" PREVEDENDO UNA RISALITA IMPORTANTE DELLE QUOTAZIONI
Se non sono indiscreto, a che prezzo sei entrato sul 2037?
Sai Tra 92 (minimo ottobre) e 101(minimo dicembre) ....c'e' una bella differenza