[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![akdsecurities Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::731017271523594240.png) AKD Securities [@akdsecurities](/creator/twitter/akdsecurities) on x 11K followers
Created: 2025-07-25 07:25:31 UTC

𝐏𝐚𝐤𝐢𝐬𝐭𝐚𝐧 𝐄𝐜𝐨𝐧𝐨𝐦𝐲
𝐒𝐁𝐏 𝐭𝐨 𝐫𝐞𝐬𝐮𝐦𝐞 𝐞𝐚𝐬𝐢𝐧𝐠 𝐚𝐟𝐭𝐞𝐫 𝐚 𝐛𝐫𝐢𝐞𝐟 𝐩𝐚𝐮𝐬𝐞

We expect the SBP to resume monetary easing, as the ease in geopolitical tensions shifts focus toward improving macroeconomic indicators.

We estimate real interest rates at XXX% for Jul’25 and above XXX% based on our 12-month forward inflation projection.

Subsequently, we expect the MPC to cut the policy rate by 50bps to 10.5%, followed by an additional 100bps of easing over the remainder of CY25

We forecast inflation to ease to 2.5%YoY in Jul’25, down from 3.2%YoY in the previous month, driven by a decline in the Food and Housing indices.



#KSE100 #PSX #SBP #MPC #inflation #geopolitical #interestrates #FXreserves #Food #Housing 

@GovtofPakistan @PakPMO @StateBank_Pak @pakstockexgltd @Financegovpk  @KhawajaMAsif 
@geonews_urdu  @Dawn_News  @ARYNEWSOFFICIAL @etribune @PTVNewsOfficial @MuhAwaisAshraf

![](https://pbs.twimg.com/media/Gwr5QnlWgAAj9sI.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948645773748355458/c:line.svg)

**Related Topics**
[inflation](/topic/inflation)
[fed rate](/topic/fed-rate)

[Post Link](https://x.com/akdsecurities/status/1948645773748355458)