高盛警告：全球最佳套利交易可能会土耳其受里拉下跌影响

Core Viewpoint - Goldman Sachs indicates that the recent depreciation of the Turkish lira poses risks to one of the most successful global arbitrage trades, contradicting policymakers' goals to reduce inflation from approximately 38% last month to 24% by the end of this year and to 12% by 2026 [1] Summary by Relevant Sections - Currency Policy and Inflation Targets - The current pace of lira depreciation is at odds with the Turkish central bank's inflation reduction targets [1] - Goldman Sachs anticipates that the central bank may abandon its current foreign exchange policy during the July meeting as it likely restarts the interest rate cut cycle [1] - Market Implications - The existing exchange rate policy is viewed as a preemptive measure to avoid significant appreciation of the real exchange rate [1]