土耳其:增长韧性与通胀风险 – 荷兰国际集团
荷兰国际集团(ING)的穆罕默德·梅尔坎(Muhammet Mercan)预计土耳其2025年第四季度GDP增长为3.9%,这意味着2025年为3.8%,主要受到国内需求的支撑,但季度动能有所减弱

荷兰国际集团(ING)的穆罕默德·梅尔坎预计土耳其2025年第四季度GDP增长为3.9%,这意味着2025年整体增长为3.8%,主要受到国内需求的支撑,但季度动能可能会有所减弱。他预计2月份的通胀将保持在高位,环比增长2.9%,同比增长31.4%,并警告称,若出现更为负面的意外,可能会促使中央银行在3月份的货币政策委员会会议上暂停加息。

国内需求强劲与价格粘性

"我们预计增长为3.9%,这意味着2025年整体增长为3.8%。"

"这表明在国内需求驱动的增长中,GDP将继续保持韧性,尽管季度动能可能会有所减弱。"

"另一方面,正如中央银行所警告的,2月份的通胀应保持在高位,因斋月前食品价格的上涨压力。"

"我们预计月度数据为2.9%,年度通胀将从一个月前的30.7%上升至31.4%。"

"我们认为,若出现更为负面的意外,央行将更加谨慎,因此可能在3月份的货币政策委员会会议上暂停加息。"

(本文由人工智能工具生成,并经过编辑审核。)

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