AA Finans’s 17 Economists Pin Enflation Expectations at **1.82 %** Average

AA Finans’s 17 economists pinned July inflation expectations at an average of 1.82 %, aligning with TÜİK’s projected annual inflation of 31.80 %.

Details of Inflation Expectations

■Average expectation: 1.82 %

■Expectation range: 1.35 % – 2.10 %

■June inflation: 0.99 %

■Year‑end expectation average: 29.55 %

Year‑End Expectations and CPI

■Year‑end inflation expectation: 29.55 %

■June CPI rise: 0.99 %

■Inflation expectation drop: 0.32 % (June to July)

Economic Environment and Potential Policy Reactions

■Low‑growth backdrop with subdued inflation expectations

■Potential review of monetary policy by the Central Bank

■Reduced price pressure from increased consumer spending

Possible Market Impacts

■Short‑term volatility in equities

■Slight improvement in bond yields

■Sustained stability in currency markets

Markets interpret this data as a signal that inflation is gradually easing. The expectation will inform the Central Bank’s future rate decisions, prompting investors to adopt a cautious yet opportunistic stance in long‑term planning.