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The speaker analyzes the compatibility of the 2026 year-end inflation target of 16% with market realities and the business world's alternative expectation of around 20%.
The guest examines inflation dynamics in Turkey, focusing on the impact of cost increases in January on inflation expectations. They assess the difficulties of achieving year-end inflation targets and potential risk factors.
The speaker evaluates December and year-end 2024 inflation expectations. He analyzes the difficulties in the convergence of inflation, expected to realize in the 31-32% band annually, to targets in 2025 and 2026, and the stickiness risks of disinflation.
The panelists evaluate November's lower-than-expected consumer inflation and future inflation risks. Potential impacts of factors like minimum wage increases, administered prices, and household expectations on inflation are examined. Challenges in the Central Bank's ability to achieve its 16% year-end target are commented on.
The speaker analyzes the delay in the disinflation process and the management of household expectations.
The speaker analyzes the compatibility of the 2026 year-end inflation target of 16% with market realities and the business world's alternative expectation of around 20%.
The guest examines inflation dynamics in Turkey, focusing on the impact of cost increases in January on inflation expectations. They assess the difficulties of achieving year-end inflation targets and potential risk factors.
The speaker evaluates December and year-end 2024 inflation expectations. He analyzes the difficulties in the convergence of inflation, expected to realize in the 31-32% band annually, to targets in 2025 and 2026, and the stickiness risks of disinflation.
The panelists evaluate November's lower-than-expected consumer inflation and future inflation risks. Potential impacts of factors like minimum wage increases, administered prices, and household expectations on inflation are examined. Challenges in the Central Bank's ability to achieve its 16% year-end target are commented on.
The speaker analyzes the delay in the disinflation process and the management of household expectations.