Morning Note /

Turkey: All eyes on CPI data

  • July CPI tomorrow will be this week's biggest domestic macro data and consensus expects 1.57% m/m, while we expect 1.8%.

  • Lira continues to be strong, starting this week at 8.44 against USD better than its peers again.

  • We like Yapi Kredi's results on all fronts and q/q core revenue growth is better than Akbank and Garanti

Batuhan Ozsahin
ATA Invest
2 August 2021
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