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Turkey

32 atoms · 跨 15 天 · 首见 2026-04-22 · 最近 2026-06-26

三色: 🟦 fact 29 · 🟥 take 3 · stance ▲1/▼9/◆8

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来源: X 32

时态: fresh:32

标签: 好数字:20 · 好信源:12 · 好观点:6 · 好思考:2

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model: deepseek-chat · 2026-07-12 · 默认折叠

Turkey liquidated almost all its US Treasury holdings, roughly $14.2 billion, in March to defend the crashing lira after the Iran War began ¹ ¹ ¹ ¹ ¹ ¹. By January 2026, net reserves (excluding swaps) had fallen to about -$48 billion ¹. Even with the April rebound, the underlying trend in reserves is concerning ¹. On the other hand, Turkey has never been that unwilling to let currency depreciate as needed—they'll speed up the crawl ¹. Additionally, Turkey is said to float a $1.2B fuel pipeline to Eastern NATO allies ¹.

📄 广泛报道的事实 · 1 个

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US Treasury holdings liquidated — 4 源报道 (含4快讯) · X

🟦 客观事实 (facts) (14)

<a id="atom-9a8d03e63647f45c"></a>🟦 2026-05-21 X·@zerohedge ⭐ · US Treasury holdings liquidation · 仓位情绪/地缘政治
TURKEY LIQUIDATED ALMOST ALL ITS US TREASURY HOLDINGS IN MARCH
tags: 好数字·好信源 · → daily
value: direction=liquidated almost all · date=March
<a id="atom-f1890ede2e1ba3a9"></a>🟦 2026-05-21 X·@zerohedge ⭐ · gold holdings liquidation · 仓位情绪/地缘政治
Turkey dumped their gold AND their treaesuries
tags: 好数字·好信源 · → daily
value: direction=dumped · date=March
<a id="atom-9f76a354c9165823"></a>🟦 2026-05-21 X·@KobeissiLetter ⭐ · US Treasury holdings liquidation · 地缘政治/仓位情绪
Turkey liquidated almost all of its US Treasury holdings in March after the Iran War began.
tags: 好数字·好信源 · → daily
value: qty=almost all · date=March 2026
<a id="atom-cf16511cdbbba30b"></a>🟦 2026-05-21 X·@KobeissiLetter ⭐ · US Treasury holdings sold amount · 仓位情绪/地缘政治
Roughly $14.2 billion worth of US Treasuries were sold.
tags: 好数字·好信源 · → daily
value: qty=$14.2B · date=March 2026
<a id="atom-741522cfe60a3d2c"></a>🟦 2026-05-21 X·@zerohedge ⭐ · US Treasury holdings liquidation · 持仓量/价格动态
Turkey Liquidated Almost All Of Its US Treasuries In March To Defend Crashing Lira
tags: 好数字·好思考 · → daily
value: qty=almost all · date=March
<a id="atom-144f256fa4c0cb73"></a>🟦 2026-05-13 X·@Brad_Setser · 储备（扣除借款）净额 · 资本项目
2026年1月储备（扣除借款）降至约-480亿美元
tags: 好数字 · → daily
value: qty=约-480亿美元 · date=2026-01
[图: 土耳其月度储备（扣除借款）与经常账户赤字对比折线柱状图（2010年至2026年） — 2026年1月储备（扣除借款）降至约-480亿美元; 2025年储备增加最高达到约200亿美元; 经常账户赤字在2023年初达到约-100亿美元的低谷]
📷 原图
<a id="atom-17c1363cb611647b"></a>🟦 2026-05-15 X·@zerohedge · 推动燃料管道建设 · 地缘政治
TURKEY SAID TO FLOAT $1.2B FUEL PIPELINE TO EASTERN NATO ALLIES
tags: 好信源 · → daily
value: qty=$1.2B · date=未明确
<a id="atom-a59f84778a4fa0b0"></a>🟦 2026-05-21 X·@matthew_sigel · 美国国债持有量变化 · 地缘政治/仓位情绪
TURKEY LIQUIDATED ALMOST ALL ITS US TREASURY HOLDINGS IN MARCH
tags: 好数字 · → daily
value: qty=几乎全部清仓 · date=2026年3月
📷 原图
<a id="atom-7a69eb95093b7054"></a>🟦 2026-05-18 X·@Barchart · gold holdings change · 价格动态
Turkey dumped its gold holdings by the largest amount in history during March
tags: 好数字 · → daily
value: qty=largest amount in history · direction=dumped
📷 原图
<a id="atom-6bcff5da9cf51b1d"></a>🟦 2026-05-13 X·@Brad_Setser · 储备下降（2026年3月） · 资本项目/经常账户
The fall in reserves in March was massive (bigger than in past carry reversals); it will be partially reversed in the April data
tags: 好数字 · → daily
value: qty=massive · date=2026-03
[图: 土耳其月度储备（扣除借款）与经常账户赤字对比折线柱状图（2010年至2026年） — 2026年1月储备（扣除借款）降至约-480亿美元; 2025年储备增加最高达到约200亿美元; 经常账户赤字在2023年初达到约-100亿美元的低谷]
📷 原图
<a id="atom-925e55aa8b06cd29"></a>🟦 2026-05-13 X·@Brad_Setser · 3月石油进口 · 进口
March oil imports weren't especially high
tags: 好数字 · → daily
value: qty=not especially high · date=2026-03
[图: 土耳其月度储备（扣除借款）与经常账户赤字对比折线柱状图（2010年至2026年） — 2026年1月储备（扣除借款）降至约-480亿美元; 2025年储备增加最高达到约200亿美元; 经常账户赤字在2023年初达到约-100亿美元的低谷]
📷 原图
<a id="atom-77c96ce8ebdf41fd"></a>🟦 2026-06-04 X·@Brad_Setser · 经常账户赤字 · 汇率
turkey has a current account deficit
tags: 好观点 · → daily
<a id="atom-2ac32adf8631863a"></a>🟦 2026-06-04 X·@Brad_Setser · 外汇储备状态 · 汇率
turkey has limited reserves
tags: 好观点 · → daily
<a id="atom-ad62bbeb7f4a987c"></a>🟦 2026-06-04 X·@Brad_Setser · 财政状况比较 · 汇率
turkey fiscal position differs from japan
tags: 好观点 · → daily

🟥 多头 takes (bullish) (1)

<a id="atom-92c402de7f613340"></a>🟥 2026-05-13 X·@IlonaVanski · 汇率贬值容忍度 · 汇率
Turkey has never been that unwilling to let currency depreciate as needed, they'll speed up the crawl.
tags: 好观点 · → daily

🟥 空头 takes (bearish) (1)

<a id="atom-70999c859a041ee6"></a>🟥 2026-05-13 X·@Brad_Setser · 储备趋势（2026年4月反弹后） · 资本项目
But even with the April rebound, the underlying trend in reserves is concerning
tags: 好观点 · → daily
📷 原图

🟦 新闻流 (squawk · 15)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-9ff3c28a46d3783d"></a>🟦 2026-06-26 X·@FirstSquawk · foreign exchange reserves year-over-year change · 库存
Turkey’s foreign exchange reserves have fallen nearly 83% year over year
tags: 好数字 · → daily
value: qty=-83% · date=year over year
<a id="atom-d9dbb62b8bcc906a"></a>🟦 2026-06-11 X·@FirstSquawk · 呼吁伊朗和美国停止攻击并重启谈判 · 监管政策/地缘政治
Turkey: Iran and the United States must halt the attacks and resume negotiations
tags: 好信源 · → daily
<a id="atom-6704fca728df3ed3"></a>🟦 2026-06-05 X·@financialjuice · launches antitrust probe · 监管政策
Turkey launches antitrust probe into Meta platforms
tags: 好信源 · → daily
<a id="atom-6624a33360c3a7f9"></a>🟦 2026-06-03 X·@financialjuice · 2026 年经济增长 forecast · 宏观经济预测
Turkey’s 2026 growth forecast cut by 0.5 percentage point to 3.5%: EBRD
tags: 好数字 · → daily
value: qty=3.5% · date=2026
<a id="atom-0944b51a277eb0c5"></a>🟦 2026-06-01 X·@FirstSquawk · GDP SA/WDA QoQ · 宏观利率
TURKEY GDP SA/WDA (Q/Q): 0.1% (EST 0.3%; PREV 0.4%)
tags: 好数字 · → daily
value: qty=0.1% · date=Q1 2026
<a id="atom-0595d84940a85c32"></a>🟦 2026-06-01 X·@FirstSquawk · GDP (Y/Y) Q1 · 宏观数据
TURKEY GDP (Y/Y) Q1: 2.5% (EST 3.0%; PREV 3.4%)
tags: 好数字 · → daily
value: qty=2.5% · date=Q1 2026
<a id="atom-440f49ea16912687"></a>🟦 2026-05-30 X·@FirstSquawk · scraps inflation target · 监管政策
Turkey scraps inflation target as economic strains deepen
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-7bba1ac33561e0f1"></a>🟦 2026-05-23 X·@FirstSquawk · U.S. Treasury holdings in March · 地缘政治
TURKEY'S U.S. TREASURY HOLDINGS PLUNGED 89% IN MARCH, FROM $16 BILLION TO JUST $1.8 BILLION
tags: 好数字 · → daily
value: qty=$1.8B · date=March 2025
<a id="atom-2bf1015a45ea9982"></a>🟦 2026-05-21 X·@DeItaone · US Treasury holdings liquidated · 地缘政治
TURKEY LIQUIDATED ALMOST ALL ITS US TREASURY HOLDINGS IN MARCH
tags: 好数字 · → daily
value: qty=almost all · date=March 2025
<a id="atom-02d4cd8df54ec64b"></a>🟦 2026-05-21 X·@FirstSquawk · US Treasury holdings sold off nearly all in March · 地缘政治/仓位情绪
TURKEY SOLD OFF NEARLY ALL OF ITS US TREASURY HOLDINGS IN MARCH.
tags: 好数字·好信源 · → daily
value: date=March 2026 · direction=sold off nearly all
<a id="atom-8a013d204d819987"></a>🟦 2026-05-21 X·@DeItaone ⭐ · US Treasury holdings sold · 地缘政治/价格动态
Turkey sold nearly all of its US Treasury holdings in March, cutting them from $16 billion to just $1.8 billion
tags: 好数字·好信源 · → daily
value: qty=92.49% · date=March 2025
📷 原图
<a id="atom-35757b6d62da99a0"></a>🟦 2026-05-13 X·@FirstSquawk · stated that all official steps for launching direct trade with Armenia were completed · 地缘政治
Turkey stated that all official steps for launching direct trade with Armenia were completed as of May 11.
tags: 好信源 · → daily
value: date=2026-05-11
<a id="atom-edcb1ba7c6b47a89"></a>🟦 2026-05-07 X·@FirstSquawk · Yildirimhan ICBM 射程 · 产品发布/地缘政治
TURKEY UNVEILS 6000KM-RANGE YILDIRIMHAN ICBM: GREEK MEDIA ALLEGES PAKISTAN'S ROLE IN ANKARA'S MISSILE BREAKTHROUGH
tags: 好数字·好信源 · → daily
value: qty=6000km · date=2026-05-08
<a id="atom-532cf6fbe932aa96"></a>🟦 2026-04-29 X·@FirstSquawk · 经济信心指数 · 宏观利率
TURKEY (APR) ECONOMIC CONFIDENCE ACTUAL: 96.4 VS 97.9 PREVIOUS
tags: 好数字 · → daily
value: qty=96.4 · date=2026-04
<a id="atom-c72c8c2d69a3b662"></a>🟦 2026-04-22 X·@financialjuice · managing supply shock from war · 地缘政治/宏观经济
Turkey is managing the supply shock introduced by the war
tags: 好思考 · → daily

⏱ 时间轴 (近 20)

🟦 2026-06-26 · fact · foreign exchange reserves year-over-year change · → daily
🟦 2026-06-11 · narrative · 呼吁伊朗和美国停止攻击并重启谈判 · → daily
🟦 2026-06-05 · fact · launches antitrust probe · → daily
🟦 2026-06-04 · fact · 经常账户赤字 · → daily
🟦 2026-06-04 · fact · 外汇储备状态 · → daily
🟦 2026-06-04 · fact · 财政状况比较 · → daily
🟦 2026-06-03 · fact · 2026 年经济增长 forecast · → daily
🟦 2026-06-01 · fact · GDP SA/WDA QoQ · → daily
🟦 2026-06-01 · fact · GDP (Y/Y) Q1 · → daily
🟦 2026-05-30 · fact · scraps inflation target · → daily
🟦 2026-05-23 · fact · U.S. Treasury holdings in March · → daily
🟦 2026-05-21 · fact · US Treasury holdings liquidated · → daily
🟦 2026-05-21 · fact · US Treasury holdings sold off nearly all in March · → daily
🟦 2026-05-21 · fact · US Treasury holdings liquidation · → daily
🟦 2026-05-21 · fact · gold holdings liquidation · → daily
🟦 2026-05-21 · fact · US Treasury holdings sold · → daily
🟦 2026-05-21 · fact · US Treasury holdings liquidation · → daily
🟦 2026-05-21 · fact · US Treasury holdings sold amount · → daily
🟦 2026-05-21 · fact · 美国国债持有量变化 · → daily
🟦 2026-05-21 · fact · US Treasury holdings liquidation · → daily

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