Ahlatc\u0131 Yat\u0131r\u0131m’\u0131n “Temmuz 2026 T\u00dcFE De\u011ferlendirmesi” raporunda, temmuz ay\u0131nda t\u00fcketici fiyat endeksinin (T\u00dcFE) ayl\u0131k bazda y\u00fczde 1,78 artarak y\u00fczde 1,85 civar\u0131ndaki piyasa beklentisinin hafif alt\u0131nda ger\u00e7ekle\u015fti\u011fi, y\u0131ll\u0131k enflasyonun ise y\u00fczde 31,75 seviyesine geriledi\u011fi belirtildi.<\/p>\n
Raporda, beklentilerin alt\u0131nda kalan verinin dezenflasyon s\u00fcrecine ili\u015fkin alg\u0131y\u0131 destekledi\u011fi ve faiz indirimi beklentilerinin canl\u0131 kalmas\u0131n\u0131 sa\u011flad\u0131\u011f\u0131 ifade edildi. Bu g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6zellikle bankac\u0131l\u0131k hisselerinde kar\u015f\u0131l\u0131k buldu\u011fu, veri sonras\u0131nda XBANK Endeksi’nin y\u00fczde 3’\u00fcn \u00fczerinde primli seyretti\u011fi aktar\u0131ld\u0131.<\/p>\n
Bankac\u0131l\u0131k endeksindeki y\u00fckseli\u015fte, petrol fiyatlar\u0131nda g\u00fcn i\u00e7inde y\u00fczde 8’e varan d\u00fc\u015f\u00fc\u015f\u00fcn enflasyon beklentileri ve cari denge kanal\u0131 \u00fczerinden yaratt\u0131\u011f\u0131 destekleyici g\u00f6r\u00fcn\u00fcm\u00fcn de etkili oldu\u011fu kaydedildi.<\/p>\n
Raporda, temmuz ay\u0131 enflasyonunun alt kalemlerine bak\u0131ld\u0131\u011f\u0131nda g\u0131da ve alkols\u00fcz i\u00e7eceklerde ayl\u0131k art\u0131\u015f\u0131n y\u00fczde 1,61, ula\u015ft\u0131rmada y\u00fczde 2,59 ve konutta y\u00fczde 2,25 oldu\u011fu belirtildi. Bu \u00fc\u00e7 ana grubun ayl\u0131k enflasyona katk\u0131s\u0131n\u0131n s\u0131ras\u0131yla 0,40 puan, 0,44 puan ve 0,27 puan seviyesinde ger\u00e7ekle\u015fti\u011fi ifade edildi.<\/p>\n
Man\u015fet enflasyon beklentilerin alt\u0131nda kalmas\u0131na ra\u011fmen \u00f6zellikle ula\u015ft\u0131rma ve konut kalemlerindeki fiyat bask\u0131lar\u0131n\u0131n verinin \u00f6ne \u00e7\u0131kan unsurlar\u0131 oldu\u011fu belirtilen raporda, y\u0131ll\u0131k bazda g\u0131da ve alkols\u00fcz i\u00e7eceklerde enflasyonun y\u00fczde 37,53, ula\u015ft\u0131rmada y\u00fczde 30,83 ve konutta y\u00fczde 40,32 seviyesinde ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131.<\/p>\n
Bu \u00fc\u00e7 grubun y\u0131ll\u0131k enflasyona toplam katk\u0131s\u0131n\u0131n yakla\u015f\u0131k 19,4 puan oldu\u011fu ifade edilen raporda, s\u00f6z konusu g\u00f6r\u00fcn\u00fcm\u00fcn t\u00fcketicilerin g\u00fcnl\u00fck hayatta hissetti\u011fi fiyat bask\u0131s\u0131n\u0131n y\u00fcksek seyretmesini a\u00e7\u0131klad\u0131\u011f\u0131 kaydedildi. Raporda, \u00e7ekirdek enflasyon g\u00f6stergelerinde B endeksinin ayl\u0131k y\u00fczde 1,66, C endeksinin ise ayl\u0131k y\u00fczde 1,80 art\u0131\u015f kaydetmesinin ana e\u011filimdeki kat\u0131l\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi belirtildi.<\/p>\n
Ahlatc\u0131 Yat\u0131r\u0131m, temmuz ay\u0131 enflasyon verisinin piyasalarda risk i\u015ftah\u0131n\u0131 destekleyen, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) a\u00e7\u0131s\u0131ndan ise faiz indirim s\u00fcrecinde \u00f6l\u00e7\u00fcl\u00fc ve veri odakl\u0131 yakla\u015f\u0131m\u0131n korunmas\u0131n\u0131 gerektiren bir g\u00f6r\u00fcn\u00fcm ortaya koydu\u011funu bildirdi. Raporda, beklentilerin alt\u0131nda ger\u00e7ekle\u015fen enflasyon verisi, petrol fiyatlar\u0131ndaki geri \u00e7ekilme ve dezenflasyon e\u011filiminin s\u00fcrmesinin k\u0131sa vadede bankac\u0131l\u0131k hisseleri a\u00e7\u0131s\u0131ndan destekleyici fiyatlama zemininin korunmas\u0131na katk\u0131 sa\u011flayabilece\u011fi de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 3 A\u011fustos (Hibya) \u2013 Ahlatc\u0131 Yat\u0131r\u0131m, temmuz ay\u0131 enflasyonunun piyasa beklentisinin hafif alt\u0131nda ger\u00e7ekle\u015fmesinin dezenflasyon s\u00fcrecine ili\u015fkin alg\u0131y\u0131 destekledi\u011fini ve faiz indirimi beklentilerini canl\u0131 tutarak \u00f6zellikle bankac\u0131l\u0131k hisselerine al\u0131m getirdi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":126066,"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-126065","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\/126065","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=126065"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/126065\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/126066"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=126065"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=126065"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=126065"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"