In Hormuz the Risk Sits in the Calendar, Not the Price
An oil tanker was struck by a drone while leaving the Strait of Hormuz on 14 August, a day after the United Arab Emirates reported that two of its national oil company's…
Yazının devamı →Business Agenda
Economic and business developments read for their effect on cost, cash and pricing decisions.
AI Took the Memory, Phones Paid the Bill
Global smartphone shipments fell 11 per cent in the second quarter, the weakest second-quarter performance since 2013. The cause is not demand but supply: memory manufacturers redirected capacity to artificial intelligence data…
Yazının devamı →Turkish Housing Sales Fall as Mortgaged Sales Climb
Turkish housing sales fell 17 per cent year on year in July to 123,603 units. But mortgaged sales rose 23.7 per cent while cash purchases dropped 23.1 per cent. The market is…
Yazının devamı →Turkey Requires English Disclosures from 1 October
From 1 October 2026, every company listed on the Turkish stock exchange must publish its material disclosures in English simultaneously with Turkish. The measure reads as a technical compliance update. It is…
Yazının devamı →The Price of Money Has Risen: Demand Held, Its Cost Did Not
The US Treasury paid 5.216 per cent at a 25 billion dollar auction of 30-year bonds — the highest rate since August 2001. The headline suggests distress. The data says something more…
Yazının devamı →German Automotive Shrinks While the Supply Chain Is Rebuilt
Employment in Germany's automotive sector fell by 42,300 over a year to 691,500 — the lowest level since 2005. The headline reads as collapse. The detail in the data says something more…
Yazının devamı →US Duty Exemption Is Gone for Good: The New Parcel Maths
The US Court of International Trade has upheld the removal of the duty exemption on shipments valued under 800 dollars, dismissing a challenge brought by importers. Headlines framed it as a political…
Yazının devamı →Turkish Construction Output Falls at Sharpest Rate in Years
Turkish construction output fell 6.0 per cent year on year in June — the sharpest annual contraction in three and a half years. But the headline hides a split: building construction dropped…
Yazının devamı →AI Borrowing Is Raising the Cost of Capital Everywhere
Alphabet, Amazon and Meta have borrowed close to 220 billion dollars this year, with sector-wide issuance for 2026 estimated around 350 billion. That demand for capital, arriving alongside heavy government borrowing, is…
Yazının devamı →Turkey Sets Diesel Duty Schedule Through January 2027
Turkey has set diesel excise duty at zero until 31 August, then rising by three lira per litre each month to reach 13.9006 lira on 1 January 2027. The headline reads as…
Yazının devamı →Apple Alerts 110 Countries: The Real SME Risk Lies Elsewhere
Apple has notified users in 110 countries that their devices may have been targeted by mercenary spyware, bringing the total number of countries covered by such alerts past 150 since 2021. These…
Yazının devamı →EU Halves Steel Quota: Two Readings for Turkish Suppliers
The EU's new steel regime took effect on 1 July: the duty-free import quota fell from roughly 33.8 million tonnes to 18.3 million, and the out-of-quota tariff doubled from 25 to 50…
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