Critical warnings from Murat Özsoy about the markets and the CBRT!

Murat Özsoy, founder of Biz Finansal Danışmanlık, warned on the Ekonomi Masası program that pandemic-era trauma and geopolitical tensions have broken traditional correlations between investment instruments. He said oil prices could revisit levels above $100 a barrel, citing persistent geopolitical risk. Özsoy argued that the Turkish Central Bank (TCMB) must take additional macroprudential steps, prioritizing deposit-focused measures to boost the lira's appeal. The comments matter because they signal expectations of renewed inflationary pressure from energy costs and point to tighter, savings-oriented policy from the TCMB. Watch for the central bank's next macroprudential moves on deposits and for oil price developments as investors reassess hedging assumptions.