A Perfect Storm for Turkish Economy


The Perfect Storm for the Turkish Economy

  • Real Turkey presents its Turkey spring forecasts
  • 1Q witnessed a slow but steady deterioration in economic fundamentals
  • 2Q could see the economy enter stagnation
  • The big mistake at home: Premature normalization
  • External shocks: US bond yields, strong dollar, energy and food rallies
  • Fiscal and monetary policy have little maneuvering room.
  • TL likely to depreciate for the time being.
  • Current account adjustment delayed to summer.
  • CPI inflation could test 20% temporarily.
  • Economic shocks could translate into political instability.

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