Pusula Yat\u0131r\u0131m’\u0131n yurt d\u0131\u015f\u0131 piyasalara ili\u015fkin de\u011ferlendirmesinde, \u00f6n\u00fcm\u00fczdeki sal\u0131 ve \u00e7ar\u015famba g\u00fcnleri Kongre komitelerinde sunum yapacak olan Fed Ba\u015fkan\u0131 Kevin Warsh’un, son d\u00f6nemde s\u00f6zl\u00fc y\u00f6nlendirme yapmaktan ka\u00e7\u0131narak faiz patikas\u0131na ili\u015fkin temkinli bir duru\u015f sergilemesinin ve ba\u011f\u0131ms\u0131zl\u0131k tart\u0131\u015fmalar\u0131na kar\u015f\u0131 merkez bankas\u0131n\u0131n \u00f6zerkli\u011fini koruyaca\u011f\u0131n\u0131 yinelemesinin beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, enflasyonun y\u00fcksek seyretmesinde Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar kaynakl\u0131 enerji maliyetleri, g\u00fcmr\u00fck vergileri ve veri merkezleri i\u00e7in gereken yar\u0131 iletken talebinin etkili oldu\u011fu belirtilirken, haziran ay\u0131 toplant\u0131 tutanaklar\u0131na at\u0131fla yetkililerin iki farkl\u0131 faiz senaryosu \u00fczerinde g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131 ya\u015fad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Enflasyonun d\u00fc\u015fmesi halinde faizlerin mevcut y\u00fczde 3,5 – y\u00fczde 3,75 aral\u0131\u011f\u0131nda tutulaca\u011f\u0131 veya d\u00fc\u015f\u00fcr\u00fclece\u011fi, yapay zeka yat\u0131r\u0131mlar\u0131 ile jeopolitik risklerin enflasyonu tetiklemeye devam etmesi durumunda ise faiz art\u0131\u015flar\u0131n\u0131n g\u00fcndeme gelebilece\u011fi kaydedilen raporda, Hazine tahvili getirilerinin y\u00fckseldi\u011fi ve faiz kurallar\u0131n\u0131n daha y\u00fcksek bir politika faizine i\u015faret etti\u011fi belirtildi.<\/p>\n
Raporda, sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klanacak haziran ay\u0131 T\u00dcFE verisinin may\u0131s ay\u0131ndaki y\u00fczde 4,2’den y\u00fczde 3,8’e, \u00e7ekirdek enflasyonun ise y\u00fczde 2,9’dan y\u00fczde 2,8’e gerilemesinin beklendi\u011fi ifade edilirken, Warsh’un yapay zekan\u0131n verimlilik ve arz y\u00f6nl\u00fc etkilerini incelemek \u00fczere kurdu\u011fu be\u015f yeni g\u00f6rev g\u00fcc\u00fcn\u00fcn gelecekteki para politikas\u0131n\u0131n \u015fekillendirilmesinde kritik rol oynayaca\u011f\u0131 vurguland\u0131.<\/p>\n
De\u011ferlendirmede ayr\u0131ca, Almanya’da T\u00fcketici Fiyat Endeksi ile \u00f6l\u00e7\u00fclen resmi enflasyon oran\u0131n\u0131n nisan ay\u0131ndaki y\u00fczde 2,9 ve may\u0131s ay\u0131ndaki y\u00fczde 2,6 seviyelerinin ard\u0131ndan haziran ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 2,3’e geriledi\u011fi, ayl\u0131k bazda ise genel t\u00fcketici fiyatlar\u0131n\u0131n y\u00fczde 0,3 d\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
\u0130ran sava\u015f\u0131 nedeniyle y\u00fcksek seyreden enerji \u00fcr\u00fcnleri fiyatlar\u0131ndaki art\u0131\u015f\u0131n, ham petrol piyasas\u0131ndaki geli\u015fmeler ve 1 May\u0131s-30 Haziran 2026 tarihleri aras\u0131nda uygulanan ge\u00e7ici akaryak\u0131t vergisi indiriminin etkisiyle y\u0131ll\u0131k bazda y\u00fczde 3,4’e yava\u015flad\u0131\u011f\u0131, ayl\u0131k bazda ise enerji fiyatlar\u0131n\u0131n y\u00fczde 3,0 geriledi\u011fi belirtilen de\u011ferlendirmede, bu geli\u015fmenin enflasyondaki d\u00fc\u015f\u00fc\u015f\u00fcn temel itici g\u00fcc\u00fc oldu\u011fu ifade edildi.<\/p>\n
Raporda, akaryak\u0131t fiyatlar\u0131n\u0131n y\u0131ll\u0131k y\u00fczde 11,3, kalorifer yak\u0131t\u0131 fiyatlar\u0131n\u0131n ise y\u00fczde 29,4 artt\u0131\u011f\u0131, buna kar\u015f\u0131n elektrik fiyatlar\u0131n\u0131n y\u00fczde 5,2, do\u011fal gaz fiyatlar\u0131n\u0131n y\u00fczde 2,9 ve konut enerjisi fiyatlar\u0131n\u0131n toplamda y\u00fczde 1,6 gerilemesinin bu y\u00fckseli\u015fi dengeledi\u011fi kaydedildi.<\/p>\n
G\u0131da fiyatlar\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 0,4 ile ortalaman\u0131n alt\u0131nda artt\u0131\u011f\u0131 belirtilen raporda, g\u0131da ve enerji hari\u00e7 \u00e7ekirdek enflasyonun ise y\u00fczde 2,5 ile genel enflasyonun \u00fczerinde seyretti\u011fi bildirildi.<\/p>\n
<\/strong> \u0130stanbul, 13 Temmuz (Hibya) \u2013 Pusula Yat\u0131r\u0131m, Fed taraf\u0131ndan Kongre’ye sunulan yar\u0131 y\u0131ll\u0131k Para Politikas\u0131 Raporu’nda, y\u00fcksek enflasyon ortam\u0131na ra\u011fmen “fiyat istikrar\u0131n\u0131n kesinlikle sa\u011flanaca\u011f\u0131” vurgusunun yap\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":113856,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-113855","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/113855","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=113855"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/113855\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/113856"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=113855"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=113855"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=113855"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"