{"id":2831,"date":"2023-09-11T10:15:15","date_gmt":"2023-09-11T07:15:15","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=2831"},"modified":"2023-09-11T10:15:15","modified_gmt":"2023-09-11T07:15:15","slug":"kuresel-piyasalar-enflasyon-ve-faiz-kararina-odaklandi","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=2831","title":{"rendered":"K\u00fcresel piyasalar enflasyon ve faiz karar\u0131na odakland\u0131"},"content":{"rendered":"
\n

\n\tEnflasyonla m\u00fccadele kapsam\u0131nda, temmuz toplant\u0131s\u0131nda 25 baz puanl\u0131k art\u0131\u015fla politika faizini y\u00fczde 5,25-5,50 aral\u0131\u011f\u0131na \u00e7\u0131kararak, son 22 senenin zirvesine getiren Fed’in, y\u0131l\u0131n geri kalan\u0131nda ataca\u011f\u0131 ad\u0131mlara ili\u015fkin artan belirsizlikler varl\u0131k fiyatlar\u0131n\u0131 etkilemeye devam ediyor.<\/p>\n

\n\tAnalistler, ABD’de gelecek hafta a\u00e7\u0131klanacak olan enflasyon verilerinin, bankan\u0131n gelecek s\u00fcre\u00e7te nas\u0131l bir yol izleyece\u011fine dair yat\u0131r\u0131mc\u0131lara \u0131\u015f\u0131k tutabilece\u011fini s\u00f6yledi.<\/p>\n

\n\tBir s\u00fcredir Fed’in 2023 sonuna kadar faiz art\u0131rmayaca\u011f\u0131na y\u00f6nelik tahminlerin \u00f6ne \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan hizmet sekt\u00f6r\u00fcne ili\u015fkin a\u00e7\u0131klanan verilerin beklentilerden iyi gelmesiyle bankan\u0131n s\u0131k\u0131la\u015ft\u0131r\u0131c\u0131 para politikas\u0131na devam edebilece\u011fine dair beklentiler g\u00fc\u00e7 kazand\u0131.<\/p>\n

\n\tAnalistler, enerji fiyatlar\u0131nda da son d\u00f6nemde ya\u015fanan art\u0131\u015flar\u0131n enflasyonun diri kalmas\u0131na sebep olabilece\u011fi ve g\u00fc\u00e7l\u00fc istihdam piyasas\u0131n\u0131n da Banka’n\u0131n potansiyel faiz art\u0131\u015f\u0131 ihtiyac\u0131n\u0131 art\u0131rabilece\u011fini dile getirdi.<\/p>\n

\n\tPara piyasalar\u0131ndaki fiyatlamalarda Fed’in eyl\u00fcl toplant\u0131s\u0131nda politika faizini sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131ld\u0131\u011f\u0131n\u0131 aktaran analistler, bankan\u0131n kas\u0131mdaki toplant\u0131da ise 25 baz puan faiz art\u0131rma ihtimalinin y\u00fczde 44’e \u00e7\u0131karak belirsizli\u011fin artt\u0131\u011f\u0131na i\u015faret etti\u011fini bildirdi.<\/p>\n

\n\tAnalistler, son d\u00f6nemde i\u015f g\u00fcc\u00fc piyasas\u0131na ili\u015fkin a\u00e7\u0131klanan verilerin ard\u0131ndan istihdam piyasas\u0131n\u0131 yumu\u015fatman\u0131n Fed’in enflasyonla m\u00fccadele program\u0131 kapsam\u0131nda kritik \u00f6nem kazanabilece\u011fini ifade etti.<\/p>\n

\n\tFed yetkililerinin gelecek d\u00f6nem politikalara ili\u015fkin s\u00f6zle y\u00f6nlendirmeleri de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunurken, New York Fed Ba\u015fkan\u0131 John Williams, gelecek y\u0131l i\u015fsizlik oran\u0131n\u0131n artmas\u0131n\u0131 ve y\u00fczde 4’\u00fcn \u00fczerine y\u00fckselmesini bekledi\u011fini kaydetti.<\/p>\n

\n\tChicago Fed Ba\u015fkan\u0131 Austan Golsbee, “Tart\u0131\u015fmalar\u0131m\u0131z\u0131n, faiz oranlar\u0131n\u0131n ne kadar y\u00fckselmesi gerekti\u011fiyle ilgili olmayaca\u011f\u0131 bir d\u00f6neme h\u0131zla yakla\u015f\u0131yoruz” ifadelerini kulland\u0131.<\/p>\n

\n\tFed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller ise faiz art\u0131\u015flar\u0131nda sona gelinip gelinmedi\u011fini s\u00f6ylemek i\u00e7in daha fazla veriye ihtiya\u00e7 duydu\u011funu belirterek, bir faiz art\u0131r\u0131m\u0131n\u0131n daha ekonomiyi resesyona sokmas\u0131n\u0131n pek olas\u0131 g\u00f6r\u00fcnmedi\u011fini dile getirdi.<\/p>\n

\n\tAyr\u0131ca ge\u00e7en hafta, Fed, \u00fclkedeki ekonomik aktivitenin mevcut durumuna ili\u015fkin de\u011ferlendirmeleri i\u00e7eren “Bej Kitap” raporunu yay\u0131mlad\u0131. Raporda, temmuz ve a\u011fustos aylar\u0131nda ekonomik b\u00fcy\u00fcmenin “\u0131l\u0131ml\u0131” oldu\u011fu ve \u00fclke genelinde istihdam art\u0131\u015f\u0131n\u0131n yava\u015flad\u0131\u011f\u0131 kaydedildi.<\/p>\n

\n\t\u00d6te yandan, Rusya ve Suudi Arabistan petrol \u00fcretim ve ihracat kesintisini y\u0131l sonuna kadar uzatt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n

\n\tBu geli\u015fmenin ard\u0131ndan y\u00fckseli\u015fi ivme kazanan Brent petrol\u00fcn varil fiyat\u0131, haftay\u0131 y\u00fczde 1,6 art\u0131\u015fla 90,2 dolardan tamamlayarak, Kas\u0131m 2022’den bu yana en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n

\n\tY\u00fckseli\u015f e\u011filimini \u00fcst \u00fcste 8. haftaya ta\u015f\u0131yan dolar endeksi, haftay\u0131 y\u00fczde 0,8 y\u00fckseli\u015fle 105,1 seviyesinden tamamlayarak, yakla\u015f\u0131k son 7 ay\u0131n en g\u00fc\u00e7l\u00fc haftal\u0131k kapan\u0131\u015f\u0131n\u0131 yapt\u0131.<\/p>\n

\n\tABD’nin 10 y\u0131ll\u0131k tahvil faizi haftay\u0131 yakla\u015f\u0131k 7 baz puan art\u0131\u015fla 4,26’dan tamamlarken, artan tahvil getirileri ve dolar\u0131n de\u011fer kazanmaya devam etmesiyle alt\u0131n\u0131n ons fiyat\u0131 ise y\u00fczde 1,1 d\u00fc\u015f\u00fc\u015fle haftay\u0131 1.919,2 dolardan tamamlad\u0131.<\/p>\n

\n\tNew York borsalar\u0131 negatif bir seyir izledi<\/strong><\/p>\n

\n\tABD’de pay piyasalar\u0131, Fed’in faiz art\u0131r\u0131mlar\u0131na devam edebilece\u011fi endi\u015fesiyle negatif bir seyir izlerken, gelecek hafta \u00fclkede a\u00e7\u0131klanacak T\u00fcketici Fiyat Endeksi (T\u00dcFE) yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunacak.<\/p>\n

\n\tAnalistler, pay piyasalar\u0131nda Fed’in \u015fahin ad\u0131mlar\u0131na devam edebilece\u011fi beklentilerinin g\u00fc\u00e7lenmesiyle risk i\u015ftah\u0131n\u0131n d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc belirterek, gelecek hafta \u00fclkede a\u00e7\u0131klanacak enflasyon verilerinin oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini s\u00f6yledi.<\/p>\n

\n\tGe\u00e7en hafta ABD’de a\u00e7\u0131klanan verilere g\u00f6re, Tedarik Y\u00f6netim Enstit\u00fcs\u00fc (ISM) hizmet sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) 54,5 ile beklentileri a\u015farak, hizmet sekt\u00f6r\u00fcnde \u00fcst \u00fcste 8. ayda b\u00fcy\u00fcmeye i\u015faret etti.<\/p>\n

\n\t\u00dclkede ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131 216 bine gerileyerek piyasa tahminlerinin alt\u0131nda ger\u00e7ekle\u015firken, \u015fubat ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesini de kaydetmi\u015f oldu.<\/p>\n

\n\tABD’de mortgage (konut kredisi) ba\u015fvurular\u0131 ise faiz oranlar\u0131ndaki gerilemeye ra\u011fmen ge\u00e7en hafta Aral\u0131k 1996’dan bu yana kaydedilen en d\u00fc\u015f\u00fck seviyeye indi.<\/p>\n

\n\tAyr\u0131ca, ABD Federal Mevduat Sigorta Kurumu (FDIC) da \u00fclkede bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn kar\u0131n\u0131n, bu y\u0131l\u0131n ikinci \u00e7eyre\u011finde bir \u00f6nceki \u00e7eyre\u011fe k\u0131yasla y\u00fczde 11,3 azald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n

\n\t\u00d6te yandan, \u00c7in h\u00fck\u00fcmetinin kamu \u00e7al\u0131\u015fanlar\u0131n\u0131n iPhone kullanmalar\u0131n\u0131 yasaklad\u0131\u011f\u0131na ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n ard\u0131ndan Nasdaq endeksinde i\u015flem g\u00f6ren Apple’\u0131n hisse fiyat\u0131, haftay\u0131 y\u00fczde 6 azal\u0131\u015fla tamamlad\u0131. Haber sonras\u0131 \u015firketin piyasa de\u011feri 200 milyar dolar kayba u\u011frad\u0131.<\/p>\n

\n\tABD ile \u00c7in aras\u0131ndaki gerilimlere ra\u011fmen Apple, \u00c7in’de ak\u0131ll\u0131 telefon sat\u0131\u015flar\u0131nda y\u00fczde 22 ile en b\u00fcy\u00fck paya sahip.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta, New York borsas\u0131nda S&P 500 endeksi y\u00fczde 1,24, Dow Jones endeksi y\u00fczde 0,75 ve Nasdaq endeksi de y\u00fczde 1,93 azal\u0131\u015fla haftay\u0131 tamamlad\u0131.<\/p>\n

\n\t11 Eyl\u00fcl ile ba\u015flayan haftan\u0131n veri takviminde, \u00e7ar\u015famba g\u00fcn\u00fc enflasyon, per\u015fembe g\u00fcn\u00fc perakende sat\u0131\u015flar, haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 ve \u00dcFE, cuma g\u00fcn\u00fc New York Fed imalat endeksi, sanayi \u00fcretimi ve kapasite kullan\u0131m oran\u0131 Michigan T\u00fcketici G\u00fcven Endeksi verileri takip edilecek.<\/p>\n

\n\tAvrupa borsalar\u0131nda \u0130ngiltere hari\u00e7 negatif seyir \u00f6ne \u00e7\u0131kt\u0131<\/strong><\/p>\n

\n\tAvrupa borsalar\u0131nda da ge\u00e7en hafta \u0130ngiltere hari\u00e7, sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131karken, gelecek hafta i\u00e7in dikkatler ECB’nin faiz karar\u0131n\u0131n yan\u0131 s\u0131ra karar sonras\u0131 ECB Ba\u015fkan\u0131 Christine Lagarde’\u0131n yapaca\u011f\u0131 konu\u015fmaya \u00e7evrildi.<\/p>\n

\n\tAnalistler, Avrupa\u2019da enflasyon ve resesyon ikileminin varl\u0131\u011f\u0131n\u0131 korumaya s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc belirterek, son d\u00f6nemde b\u00f6lgede a\u00e7\u0131klanan verilerin kar\u0131\u015f\u0131k sinyaller verdi\u011fini dile getirdi.<\/p>\n

\n\tPara piyasalar\u0131ndaki fiyatlamalarda, ECB’nin faizi sabit b\u0131rakma ihtimalinin a\u011f\u0131r bast\u0131\u011f\u0131n\u0131 aktaran analistler, karar sonras\u0131 piyasalarda oynakl\u0131\u011f\u0131n artabilece\u011fini vurgulad\u0131.<\/p>\n

\n\tA\u00e7\u0131klanan verilere g\u00f6re, Avro B\u00f6lgesi’nde bile\u015fik PMI, a\u011fustosta 46,7’ye inerek, son 33 ay\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6r\u00fcrken, b\u00f6lgede \u00dcretici Fiyat Endeksi (\u00dcFE), temmuzda ayl\u0131k bazda y\u00fczde 0,5 beklentiler do\u011frultusunda geriledi.<\/p>\n

\n\tGe\u00e7en hafta Londra’da Avrupa Ekonomisi ve Finans Merkezi taraf\u0131ndan d\u00fczenlenen seminerde konu\u015fan Lagarde, sadece enflasyonu d\u00fc\u015f\u00fcrmek i\u00e7in kararl\u0131 ad\u0131mlar atmak de\u011fil, ayn\u0131 zamanda orta vadeli enflasyon beklentilerinin s\u00fcre\u00e7 boyunca sabit kalmas\u0131n\u0131 sa\u011flamak i\u00e7in etkili bir \u015fekilde ileti\u015fim kurman\u0131n da \u00e7ok \u00f6nemli oldu\u011funu kaydetti.<\/p>\n

\n\tBanka yetkililerinin s\u00f6zle y\u00f6nlendirmeleri de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda.<\/p>\n

\n\tECB Y\u00f6netim Kurulu \u00fcyeleri “\u015fahin” tonlu a\u00e7\u0131klamalar yaparken, Klaas Knot, para piyasalar\u0131nda eyl\u00fcl toplant\u0131s\u0131na dair fiyatlamalarda faiz art\u0131\u015f ihtimalinin hafife al\u0131nd\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc aktard\u0131.<\/p>\n

\n\tECB \u00dcyesi Peter Kazimir de enflasyonun inat\u00e7\u0131 bir \u015fekilde y\u00fcksek kald\u0131\u011f\u0131n\u0131 ve hedeflenen y\u00fczde 2’lik seviyenin olduk\u00e7a \u00fczerinde oldu\u011funu vurgulad\u0131.<\/p>\n

\n\tAyr\u0131ca, \u0130ngiliz Parlamentosu’nda Hazine Komitesi \u00fcyelerinin \u0130ngiliz ekonomisinin g\u00f6r\u00fcn\u00fcm\u00fcne ve bankan\u0131n politikalar\u0131na ili\u015fkin sorular\u0131n\u0131 yan\u0131tlayan \u0130ngiltere Merkez Bankas\u0131 (BoE) Ba\u015fkan\u0131 Andrew Bailey, \u00fclkede enflasyonun bu y\u0131l\u0131n sonunda \u00f6nemli \u00f6l\u00e7\u00fcde d\u00fc\u015fmesinin beklendi\u011fini, mevcut faiz oranlar\u0131n\u0131n halihaz\u0131rda “d\u00f6ng\u00fcn\u00fcn zirvesine \u00e7ok daha yak\u0131n” durumda oldu\u011funu s\u00f6yledi.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta Almanya’da DAX endeksi de y\u00fczde 0,63, , Fransa’da CAC 40 endeksi y\u00fczde 0,77 ve \u0130talya’da MIB 30 endeksi y\u00fczde 1,46 de\u011fer kaybederken, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,18 art\u0131\u015f kaydetti.<\/p>\n

\n\tGelecek hafta sal\u0131 g\u00fcn\u00fc \u0130ngiltere’de i\u015fsizlik oran\u0131, Almanya ve Avro B\u00f6lgesi’nde Zew beklenti endeksleri, \u00e7ar\u015famba g\u00fcn\u00fc \u0130ngiltere’de b\u00fcy\u00fcme, sanayi \u00fcretimi, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131, Avro B\u00f6lge’sinde sanayi \u00fcretimi, per\u015fembe g\u00fcn\u00fc ECB faiz karar\u0131 ve Lagarde’\u0131n konu\u015fmas\u0131, cuma g\u00fcn\u00fc ise Avro B\u00f6lgesi’nde d\u0131\u015f ticaret fazlas\u0131 verileri takip edilecek.<\/p>\n

\n\tAsya borsalar\u0131 da negatif bir seyir izledi<\/strong><\/p>\n

\n\t\u00c7in’de a\u00e7\u0131klanan verilerden ekonomik aktiviteye dair olumsuz sinyaller al\u0131nmas\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin de ekonomiyi negatif y\u00f6nde etkileyece\u011fi beklentileriyle b\u00f6lge genelinde risk alg\u0131s\u0131 artt\u0131. Gelecek hafta dikkatler Asya genelinde sanayi \u00fcretimi verilerine \u00e7evrildi.<\/p>\n

\n\t\u00dclke ekonomisine dair artan endi\u015felerle dolar\/yuan paritesi haftay\u0131 y\u00fczde 1,1 y\u00fckseli\u015fle 7,3434 seviyesinden tamamlad\u0131. Parite, yuandaki de\u011fer kayb\u0131yla yakla\u015f\u0131k son 16 y\u0131l\u0131n zirvesinde seyrediyor.<\/p>\n

\n\t\u00d6te yandan, \u00c7in’in d\u00f6viz rezerv varl\u0131klar\u0131n\u0131n a\u011fustos sonunda ge\u00e7en aya g\u00f6re yakla\u015f\u0131k 44 milyar dolar azalarak 3,16 trilyon dolara d\u00fc\u015ft\u00fc\u011f\u00fc bildirildi.<\/p>\n

\n\t\u00dclkede, a\u00e7\u0131klanan verilere g\u00f6re, ithalat ve ihracat rakamlar\u0131ndaki d\u00fc\u015f\u00fc\u015f beklenenden az olsa da d\u0131\u015f ticaret fazlas\u0131 68,4 milyar dolarla beklentilerin alt\u0131nda kald\u0131.<\/p>\n

\n\t\u00d6te yandan, ABD Ticaret Temsilcili\u011fi (USTR), \u00c7in’den ithal edilen 352 \u00fcr\u00fcn kalemiyle Kovid-19 ile ilgili 77 \u00fcr\u00fcne uygulad\u0131\u011f\u0131 g\u00fcmr\u00fck vergisi muafiyetini 31 Aral\u0131k’a kadar uzatt\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n

\n\t\u00c7in’in bor\u00e7 krizindeki gayrimenkul \u015firketi Country Garden ise vadesi gelen iki yurt d\u0131\u015f\u0131 bor\u00e7 tahvilinin 22,5 milyon dolarl\u0131k faiz \u00f6demesini “ho\u015fg\u00f6r\u00fc s\u00fcresi” bitmeden yaparak temerr\u00fcde d\u00fc\u015fmekten son anda kurtuldu.<\/p>\n

\n\tJaponya’da a\u00e7\u0131klanan verilere g\u00f6re ise 2. \u00e7eyrekte gayrisafi yurt i\u00e7i has\u0131la (GSYH) y\u0131ll\u0131k y\u00fczde 4,8 ile beklentilerin alt\u0131nda kald\u0131. Verinin ard\u0131ndan b\u00f6lge genelinde sat\u0131\u015f bask\u0131s\u0131n\u0131n artt\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle haftal\u0131k bazda \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,53, Hong Kong’da Hang Seng endeksi y\u00fczde 0,98, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,63 ve Japonya’da Nikkei 225 endeksi y\u00fczde 1,16 de\u011fer kaybetti.<\/p>\n

\n\t11 Eyl\u00fcl ile ba\u015flayan haftada, per\u015fembe g\u00fcn\u00fc Japonya’da sanayi \u00fcretimi ve kapasite kullan\u0131m oran\u0131, cuma g\u00fcn\u00fc ise \u00c7in’de sanayi \u00fcretimi, i\u015fsizlik oran\u0131 ve perakende sat\u0131\u015flar verileri takip edilecek.<\/p>\n

\n\tYabanc\u0131 kurulu\u015flardan T\u00fcrkiye’nin ekonomi politikalar\u0131na destek<\/strong><\/p>\n

\n\tYurt i\u00e7inde ge\u00e7en hafta y\u00fckseli\u015f e\u011filiminde hareket ederek k\u00fcresel pay piyasalardan pozitif ayr\u0131\u015fan BIST 100 endeksi, haftay\u0131 y\u00fczde 3,34 art\u0131\u015fla 8.325,30 puandan tamamlayarak, t\u00fcm zamanlar\u0131n en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirirken, g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek seviye rekorunu da 8.398,44 puana ta\u015f\u0131d\u0131.<\/p>\n

\n\tD\u00fcnya Bankas\u0131 T\u00fcrkiye \u00dclke Direkt\u00f6r\u00fc Humberto Lopez’in devam eden 17 milyar dolarl\u0131k programa ek olarak, \u00fc\u00e7 y\u0131l i\u00e7inde D\u00fcnya Bankas\u0131 Y\u00f6netim Kurulu’na 18 milyar dolarl\u0131k yeni operasyonlar haz\u0131rlamay\u0131 ve sunmay\u0131 \u00f6ng\u00f6rd\u00fcklerini a\u00e7\u0131klamas\u0131yla Borsa \u0130stanbul’da risk i\u015ftah\u0131 artt\u0131.<\/p>\n

\n\tKredi derecelendirme kurulu\u015fu Moody’s’in, T\u00fcrkiye’nin son d\u00f6nemde geleneksel ekonomi politikalar\u0131na d\u00f6n\u00fc\u015f\u00fcn\u00fc, daha g\u00fc\u00e7l\u00fc bir kredi notu a\u00e7\u0131s\u0131ndan olumlu de\u011ferlendirdikleri ve yat\u0131r\u0131mc\u0131lara g\u00f6nderdi\u011fi bilgi notundan: “Art\u0131k risk\/\u00f6d\u00fcl dengesinin do\u011frudan TL al\u0131mdan yana oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz” ifadelerini kullanmalar\u0131 da ilgili y\u00fckseli\u015fte etkili olan geli\u015fmelerden biri oldu.<\/p>\n

\n\tD\u00fcn ak\u015fam, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, T\u00fcrkiye’nin kredi notunu “B” olarak teyit ederken, not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc 2 y\u0131l sonra “negatif”ten “dura\u011fan”a \u00e7\u0131kard\u0131.<\/p>\n

\n\tKurulu\u015ftan yap\u0131lan a\u00e7\u0131klamada, g\u00f6r\u00fcn\u00fcm\u00fcn “dura\u011fan”a revize edilmesinin k\u0131sa vadeli makrofinansal istikrar risklerini azaltan ve \u00f6demeler dengesi bask\u0131lar\u0131n\u0131 hafifleten daha geleneksel ve tutarl\u0131 bir politika bile\u015fimine d\u00f6n\u00fc\u015f\u00fc yans\u0131tt\u0131\u011f\u0131 vurguland\u0131.<\/p>\n

\n\tTCMB’nin politika faizini 2023 y\u0131l\u0131 sonuna kadar y\u00fczde 35’e \u00e7\u0131karaca\u011f\u0131n\u0131n ve 2024’te de bu seviyede tutaca\u011f\u0131n\u0131n tahmin edildi\u011fi a\u00e7\u0131klamada, para politikas\u0131 s\u0131k\u0131la\u015ft\u0131rmas\u0131n\u0131n gelecekteki h\u0131z\u0131 ve s\u00fcresi konusunda y\u00fcksek d\u00fczeyde belirsizlik oldu\u011fu iddia edildi.<\/p>\n

\n\t\u00d6te yandan, T\u00fcrkiye ekonomisinin 3 y\u0131ll\u0131k hedef ve politikalar\u0131n\u0131n yer ald\u0131\u011f\u0131 Orta Vadeli Program’\u0131n (OVP) onaylanmas\u0131na ili\u015fkin Cumhurba\u015fkan\u0131 Karar\u0131, Resmi Gazete’nin m\u00fckerrer say\u0131s\u0131nda yay\u0131mland\u0131.<\/p>\n

\n\tHazine ve Maliye Bakanl\u0131\u011f\u0131 ile Strateji ve B\u00fct\u00e7e Ba\u015fkanl\u0131\u011f\u0131’nca haz\u0131rlanan ve 2024-2026 d\u00f6nemini kapsayan OVP ile temel ekonomik b\u00fcy\u00fckl\u00fckler ve hedefler belirlendi.<\/p>\n

\n\tBuna g\u00f6re, b\u00fcy\u00fcme i\u00e7in bu y\u0131l ger\u00e7ekle\u015fme tahmini y\u00fczde 4,4 oldu. Ekonominin 2024’te y\u00fczde 4, 2025’te y\u00fczde 4,5, 2026’da y\u00fczde 5 b\u00fcy\u00fcyece\u011fi \u00f6ng\u00f6r\u00fcld\u00fc.\u200b\u200b\u200b\u200b\u200b\u200b\u200b<\/p>\n

\n\tAyr\u0131ca, Sermaye Piyasas\u0131 Kurulu (SPK), Hat-San Gemi \u0130n\u015faa Bak\u0131m Onar\u0131m Deniz Nakliyat Sanayi ve Ticaret A\u015e’nin 22,60 liradan, Reeder Teknoloji Sanayi ve Ticaret A\u015e’nin 9,30 liradan ve Adra Gayrimenkul Yat\u0131r\u0131m Ortakl\u0131\u011f\u0131 A\u015e’nin 22,66 liradan ilk halka arz\u0131n\u0131 onaylad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n

\n\tBankac\u0131l\u0131k D\u00fczenleme ve Denetleme Kurumu (BDDK) ise eksik belge ya da ba\u011f\u0131ms\u0131z denetim beyan\u0131 ile ilgili usuls\u00fczl\u00fckleri gideren \u015firketlerin kredi k\u0131s\u0131tlamas\u0131n\u0131 kald\u0131rma karar\u0131 ald\u0131.<\/p>\n

\n\tKarara g\u00f6re, d\u00f6viz pozisyonundan dolay\u0131 kredi alamayan \u015firketler, YP pozisyonunu limitin alt\u0131na d\u00fc\u015f\u00fcrmeyi taahh\u00fct ederse kredi kullanabilecek.<\/p>\n

\n\tDolar\/TL, haftay\u0131 bir \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,4 \u00fczerinde 26,8498’ten tamamlad\u0131.<\/p>\n

\n\tGe\u00e7en hafta yurt i\u00e7inde a\u00e7\u0131klanan verilere g\u00f6re a\u011fustosta T\u00dcFE y\u0131ll\u0131k bazda y\u00fczde 58,94 art\u0131\u015fla beklentileri a\u015farken, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) toplam rezervleri de 1 Eyl\u00fcl haftas\u0131nda 120 milyar 624 milyon dolara ula\u015f\u0131rken, y\u00fckseli\u015f e\u011filimi \u00fcst \u00fcste 12’nci haftaya ta\u015f\u0131nd\u0131.<\/p>\n

\n\tAnalistler, BIST 100 endeksinde teknik a\u00e7\u0131dan 8.300 ve 8.200 seviyelerinin destek, 8.400 ve 8.500 puan\u0131n ise diren\u00e7 olarak \u00f6ne \u00e7\u0131kabilece\u011fini ifade etti.<\/p>\n

\n\tGelecek hafta yurt i\u00e7inde, pazartesi g\u00fcn\u00fc sanayi \u00fcretimi, i\u015f g\u00fcc\u00fc istatistikleri ve \u00f6demeler dengesi, sal\u0131 g\u00fcn\u00fc, in\u015faat maliyet endeksi, perakende sat\u0131\u015flar ve ciro endeksleri, per\u015fembe g\u00fcn\u00fc \u00f6zel sekt\u00f6r\u00fcn yurt d\u0131\u015f\u0131ndan sa\u011flad\u0131\u011f\u0131 kredi borcu, cuma g\u00fcn\u00fc ise k\u0131sa vadeli d\u0131\u015f bor\u00e7 istatistikleri, tar\u0131m \u00dcFE ve TCMB’nin Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi verileri takip edilecek.\u00a0<\/p>\n

\n
ET\u0130KETLER<\/div>\n
\n FED
\n Faiz
\n ECB
\n Enflasyon
\n Merkez Bankas\u0131
\n Borsa \u0130stanbul\n <\/div>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

Enflasyonla m\u00fccadele kapsam\u0131nda, temmuz toplant\u0131s\u0131nda 25 baz puanl\u0131k art\u0131\u015fla politika faizini y\u00fczde 5,25-5,50 aral\u0131\u011f\u0131na \u00e7\u0131kararak,…<\/p>\n","protected":false},"author":1,"featured_media":1176,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[146,287,1435,121,184,122],"class_list":["post-2831","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi-haberleri","tag-enflasyon","tag-faiz","tag-kararina","tag-kuresel","tag-odaklandi","tag-piyasalar"],"yoast_head":"\nK\u00fcresel piyasalar enflasyon ve faiz karar\u0131na odakland\u0131 - Es-Exchange Ekonomi Haberleri<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/es-exchange.com\/haberler\/?p=2831\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"K\u00fcresel piyasalar enflasyon ve faiz karar\u0131na odakland\u0131 - 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