Şimşek on Inflation Expectations: Household Confidence Up 6.6 Points

Finance Minister Mehmet Şimşek said that, despite rising geopolitical turbulence, households’ 12‑month ahead inflation expectations fell by a total of 6.6 points over the last three months, while the real sector’s expectations dropped by 1.2 points.

Expectations Retreat: Numbers and Trends

■Household 12‑month inflation expectation: 6.6 points decline (last 3 months)

■Real sector expectation: 1.2 points retreat

■Geopolitical tensions’ impact remained limited

Policy Guidance and Forward Outlook

■Preserving macro‑economic stability remains the top priority

■Focus on high‑value‑added production and productivity‑driven growth

■Inflation fight will lock in gains through calibrated policy adjustments

Volkan Şen: The 6.6‑point slide in inflation expectations signals households are saving more, boosting liquidity that should lift AKD cash flows; meanwhile, institutional buying in dark pools hints at a shift toward assets in a low‑yield environment.