Economy April 14, 2026 09:12 AM

IMF Lowers Turkey's 2026 Growth Forecast, Cites Weaker Momentum and Higher Energy Costs

World Economic Outlook trims 2026 and 2027 growth projections as inflation and current account pressures rise

By Avery Klein
IMF Lowers Turkey's 2026 Growth Forecast, Cites Weaker Momentum and Higher Energy Costs

The International Monetary Fund has reduced its forecast for Turkey's 2026 economic expansion to 3.4% from a prior estimate of 4.2%, attributing the downgrade to softer-than-expected 2025 growth and the impact of elevated oil and gas prices. The IMF also cut its 2027 growth projection and raised inflation and current account deficit estimates for the near term.

Key Points

  • IMF cuts Turkey's 2026 growth forecast to 3.4% from 4.2%, and lowers 2027 forecast to 3.5% from 4.1%, citing weaker 2025 activity and higher energy costs - impacts macroeconomic outlook and market sentiment.
  • Inflation outlook revised upward: IMF expects average inflation of 28.6% in 2026, easing to 21.4% in 2027, compared with an October projection of 24.7% for 2026 - relevant to monetary policy and real incomes.
  • Current account deficit projected to widen to 2.8% of GDP in 2026 (narrowing to 2.5% in 2027) versus an October estimate of 1.3% - affects external balances and external financing needs; energy and import-dependent sectors are particularly exposed.

The International Monetary Fund has revised down its growth outlook for Turkey in its latest World Economic Outlook, lowering the 2026 expansion forecast to 3.4% from 4.2% previously. The reduction reflects weaker-than-expected activity in 2025 and the additional drag from higher oil and gas costs, the Fund said.

In numerical terms, the IMF trimmed its 2026 forecast by 0.8 percentage points relative to the January 2026 outlook contained in the earlier report. The multilateral lender also pared back its projection for 2027, cutting the expected growth rate to 3.5% from the 4.1% it had projected earlier.

The Fund noted explicitly that "2025 growth was weaker than expected and higher oil and gas prices weigh on activity." In January, the IMF had forecast 2025 growth of 4.1%, but more recent official figures released in March showed actual expansion of just 3.6% for that year.

The report links the deterioration in the outlook to a surge in energy costs. It states that the U.S.-Israeli war with Iran has pushed energy prices sharply higher, with oil trading above $100 a barrel despite a two-week ceasefire. Those elevated prices are highlighted as a particular vulnerability for economies that rely on energy imports, including Turkey.

On inflation, the IMF now expects consumer prices in Turkey to average 28.6% in 2026, before easing to 21.4% in 2027. This is a step up from the Fund's October estimate, which had projected 2026 inflation at 24.7%.

The current account outlook was also revised. The IMF forecasts a deficit equal to 2.8% of gross domestic product (GDP) in 2026, narrowing modestly to 2.5% of GDP in 2027. By contrast, its October report had anticipated a much smaller deficit for 2026, predicting the current account shortfall would be 1.3% of GDP.


What the report makes clear - The IMF has adjusted both growth and macro balances for Turkey, reflecting recent official data and the impact of higher global energy prices on an import-reliant economy.

Risks

  • Ongoing volatility in energy markets linked to the U.S.-Israeli war with Iran could keep oil prices elevated above $100 a barrel, increasing costs for import-dependent economies and pressuring growth and inflation - energy, trade-exposed industries, and external financing conditions are at risk.
  • Higher-than-expected inflation poses a risk to household purchasing power and could complicate policy responses, with potential consequences for domestic demand and financial markets - consumer-facing sectors and fixed-income markets may be affected.
  • A wider current account deficit increases vulnerability to external shocks and may strain Turkey's balance of payments if financing conditions tighten - banking, sovereign financing, and trade sectors could face increased pressure.

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