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    <title>Articles | Yavuz Akbay</title>
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    <description>In-house data briefings and long-form research on macro, markets, and quantitative finance.</description>
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    <lastBuildDate>Wed, 09 Sep 2026 00:00:00 GMT</lastBuildDate>

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      <title>Germany Is Not the &quot;Sick Man of Europe&quot;</title>
      <link>https://yavuzakbay.com/articles/germany-not-sick-man-2026</link>
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      <pubDate>Wed, 09 Sep 2026 00:00:00 GMT</pubDate>
      <description>Germany's GDP, public finances, industry, exports, and institutions remain strong. The &quot;sick man of Europe&quot; narrative misses a political-capacity problem, not economic collapse.</description>
      <dc:creator>Yavuz Akbay</dc:creator>
    </item>

    <item>
      <title>A $1.9 Trillion Act of Faith: SpaceX One Month After the Largest IPO in History</title>
      <link>https://yavuzakbay.com/articles/spacex-ipo-2026</link>
      <guid isPermaLink="true">https://yavuzakbay.com/articles/spacex-ipo-2026</guid>
      <pubDate>Mon, 13 Jul 2026 00:00:00 GMT</pubDate>
      <description>Analysis of SpaceX at a $1.9 trillion valuation: financial metrics, comparable analysis, and what the numbers say about the largest IPO scenario in history.</description>
      <dc:creator>Yavuz Akbay</dc:creator>
    </item>

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      <title>Germany's Housing Deficit: The Anatomy of a Supply Shock</title>
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      <pubDate>Sat, 04 Jul 2026 00:00:00 GMT</pubDate>
      <description>Is German housing underbuilt? Data on Germany's housing deficit, construction shortfall, and what the supply shock means for prices in 2026.</description>
      <dc:creator>Yavuz Akbay</dc:creator>
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