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Turkey to keep rates steady at 45% as tightening cycle ends: Reuters poll

Published 02/16/2024, 04:58 AM
Updated 02/16/2024, 05:01 AM
© Reuters. A logo of Turkey's Central Bank is pictured at the entrance to its headquarters in Ankara, Turkey February 8, 2024. REUTERS/Cagla Gurdogan/File Photo

By Nevzat Devranoglu

ANKARA (Reuters) - Turkey's central bank is expected to keep its key interest rate steady at 45% next week, after a 250 basis-point hike last month, marking the end of its aggressive tightening cycle, a Reuters poll showed on Friday.

The monetary policy committee meeting on Feb. 22 comes after Fatih Karahan was appointed central bank governor on Feb. 3 after the resignation of Hafize Gaye Erkan, who cited a need to protect her family from what she called a media smear campaign.

All 11 economists surveyed by Reuters agreed that the policy rate will be kept steady this month.

Since June, after President Tayyip Erdogan prevailed in May elections and initiated a U-turn in economic policy, the central bank has lifted its key rate by 3,650 basis points.

After its latest hike, the bank said it had achieved the policy setting needed to establish disinflation and this rate level will be maintained until there is a significant decline in the underlying trend of monthly inflation.

Presenting the quarterly inflation report last week, Karahan said the bank will maintain a tight policy stance until inflation drops to target, keeping a year-end inflation forecast of 36% despite expectations it might need to rise.

He said another rate hike was not currently needed but it was too early to talk about easing, damping expectations of a quick easing cycle and reinforcing analysts' views that he will remain hawkish until inflation begins to cool around mid-year.

According to the median forecast of the Reuters poll, the policy rate is expected to be 37.5% at end-2024. Only one of the 10 institutions who responded to this query expected the policy rate to remain at 45% at the end of the year, with the estimates in a 35-45% range.

Turkey's inflation rate climbed to an annual 64.9% last month, having risen 6.7% on a monthly basis on the back of some big one-off annual price rises and a 49% minimum wage increase. Market forecasts for end-year inflation are between 40-45%.

© Reuters. A logo of Turkey's Central Bank is pictured at the entrance to its headquarters in Ankara, Turkey February 8, 2024. REUTERS/Cagla Gurdogan/File Photo

Karahan, previously deputy governor and a former Federal Reserve Bank of New York economist, is the fifth governor Erdogan has named in as many years. As deputy, he played a key role designing the tightening cycle.

The bank will announce its rate decision at 1100 GMT on Feb. 22.

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