【环球财经】土耳其通胀意外反弹 央行宽松路径受考验

Group 1 - Turkey's inflation rate unexpectedly rebounded in September, marking the first increase in 16 months, with the annual inflation rate rising from 32.95% to 33.29% [1] - The Central Bank of Turkey has lowered interest rates by 300 and 250 basis points in July and September respectively, leading to discussions about a more cautious approach to future rate cuts [1][2] - The market anticipates that the remaining two monetary policy meetings this year will implement smaller rate cuts due to the unexpected rise in inflation, increasing the likelihood of year-end inflation falling between 25% and 29% [1][2] Group 2 - Analysts suggest that the Turkish population is facing a "cost of living" crisis, where nominal wages are rising but are outpaced by soaring inflation, leading to a decrease in real purchasing power [3] - The current economic situation complicates the Central Bank's decision-making regarding interest rate cuts, as effective measures to alleviate living costs could create more favorable conditions for future rate reductions [3] - The financial market is in a cautious state, with investors waiting for the outcomes of each Central Bank meeting, and concerns about the complexity of the Turkish lira's short-term performance [2]