[CLSTR]
< Back to all clusters
[BUSINESS] · Türkiye · 3 sources

started · updated

Part of situation: Goldman Sachs economic and market outlooks (2 clusters)

Goldman Sachs issues energy, equity, and Turkish inflation warnings

Goldman Sachs natural gas prices Turkish Lira inflation forecast LNG markets

Goldman Sachs has issued several economic warnings and outlooks across different sectors. In the energy market, the bank warns that if liquefied natural gas (LNG) exports from the Persian Gulf do not recover before winter, European TTF natural gas prices could rise to 105 euro per megawatt-hour by the end of the year. Similarly, Asian JKM prices are projected to potentially reach 35 dollars per million British thermal units.

Regarding equity markets, Goldman Sachs maintains a neutral three-month outlook due to short-term risks in the bond market and rising capital costs. However, the bank holds an overweight position for a 12-month horizon, citing expected support from corporate earnings and nominal GDP growth.

In Turkey, the bank has revised its 2026 year-end inflation forecast upward to 29 percent. Economists also anticipate a faster depreciation of the Turkish Lira, predicting a mid-20s percentage decline against the US dollar. Furthermore, Turkey's current account deficit is estimated to reach approximately 60 billion dollars, or 3.5 percent of national income, in 2026.

Entities

Asia · Europe · Goldman Sachs · Persian Gulf · Turkey

Claims

What the coverage asserts, and how many sources carry each claim.

  • [○ 1 SOURCE] Goldman Sachs predicts the Turkish Lira could depreciate by the mid-20s against the US dollar annually. www.sesgazetesi.com.tr
  • [○ 1 SOURCE] Goldman Sachs estimates Asian JKM prices could hit 35 dollars per million British thermal units.
  • [○ 1 SOURCE] Goldman Sachs predicts European TTF natural gas prices could reach 105 euro per megawatt-hour by year-end if Persian Gulf LNG exports fail to recover.
  • [○ 1 SOURCE] Goldman Sachs estimates Turkey's current account deficit could reach approximately 60 billion dollars in 2026. www.sesgazetesi.com.tr
  • [○ 1 SOURCE] Goldman Sachs maintains a neutral three-month outlook for stocks but an overweight 12-month view. www.ekoturk.com
  • [○ 1 SOURCE] Goldman Sachs raised its 2026 year-end inflation forecast for Turkey to 29 percent. www.sesgazetesi.com.tr

Sources

Deutsche Bank'tan faiz uyarısı: "Tam olarak fiyatlanmıyor"! [www.cnbce.com]
Goldman Sachs hisselerde rotayı çizdi: Kısa vadede temkin, 12 ayda pozitif görünüm | EKOTÜRK [www.ekoturk.com]
Goldman Sachs’tan Türkiye için enflasyon ve kur uyarısı [www.sesgazetesi.com.tr]