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Turkey's monthly inflation at 4.84% in June, slight decline in annual reading: Reuters poll

Published 27/06/2023, 12:06 am
© Reuters. FILE PHOTO-People shop at Eminonu district in Istanbul, Turkey, November 4, 2022. REUTERS/Dilara Senkaya
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By Ali Kucukgocmen

ISTANBUL (Reuters) - Turkey's monthly inflation was seen at 4.84% in June, partly due to the lira's sharp decline after elections last month, a Reuters poll showed on Monday, but the annual reading was expected to decline slightly to 39.47%.

The median estimate of 11 economists for the monthly inflation in June was for a rise of 4.84%, with forecasts ranging between 2.50% and 5.50%. The rise was partly due to the lira's 23.3% decline since President Tayyip Erdogan won re-election on May 28.

Other factors that contributed to the monthly rise was a general rise in prices across the board, including hikes to petrol, precious metals, services sector, cars and tobacco, economists said.

Annual inflation was expected to stand at 39.47%, down slightly from 39.59% in May, with forecasts for this month ranging between 36.30% and 40.30%.

Annual inflation recorded more than a 4-point drop in May after Ankara's provision of free natural gas that month offset other price rises, while a measure of inflation that excludes energy prices rose again.

Turkey's economic authorities have taken steps toward returning to orthodoxy since Erdogan was re-elected last month, including the central bank's 650 basis-point rate hike last Thursday, which brought its policy rate to 15%.

The tightening remained below market expectations, with the Reuters poll median forecast being for a hike to 21%.

The central bank has also simplified some of the macroprudential measures it had implemented in a drive to boost the lira and stopped tapping its reserves to support the currency, which has lost more than 80% of its value since 2018 despite interventions.

The lira's decline was expected to continue, which is in turn reflected in domestic prices, stoking inflation in import-dependent Turkey.

The bank has promised more "gradual" tightening, adding that indicators point to a rise in the underlying trend of inflation.

The median estimate for annual inflation at year-end stood at 51.50%, with the forecasts of eight economists ranging between 38.60% and 55.30%.

Inflation surged after a late-2021 currency crisis that was sparked by rate cuts that Erdogan had called for, based on his view that interest rates cause inflation. Annual inflation touched a 24-year peak of 85.51% in October before easing.

Investors see the recent moves by the central bank as a sign of Turkey's return to orthodoxy. But they are not convinced that new Governor Hafize Gaye Erkan, a former Wall Street banker, has full autonomy under Erdogan, who has eroded the central bank's independence in recent years.

© Reuters. FILE PHOTO-People shop at Eminonu district in Istanbul, Turkey, November 4, 2022. REUTERS/Dilara Senkaya

The Turkish Statistical Institute will announce June inflation data at 0700 GMT on July 5.

($1 = 19.5047 liras)

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