Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda yeni g\u00fcn\u00fcn fiyatlama g\u00fcndeminde ABD’nin \u0130ran’a y\u00f6nelik ekonomik yapt\u0131r\u0131m politikas\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Kurum, ABD Hazine Bakan\u0131 Scott Bessent’in \u0130ran’\u0131n k\u00fcresel ekonomik ba\u011flant\u0131lar\u0131n\u0131 kesmeyi ama\u00e7layan yeni yapt\u0131r\u0131m paketini a\u00e7\u0131klad\u0131\u011f\u0131n\u0131, ilk a\u015famada yakla\u015f\u0131k 60 ki\u015fi, kurulu\u015f ve geminin yapt\u0131r\u0131m kapsam\u0131na al\u0131nd\u0131\u011f\u0131n\u0131 aktard\u0131. \u0130ran’la ticaret ve finans ili\u015fkilerini s\u00fcrd\u00fcren \u00fclke ve \u015firketlerin dolar bazl\u0131 finansal sistemden d\u0131\u015flanabilece\u011fine y\u00f6nelik uyar\u0131n\u0131n da yap\u0131ld\u0131\u011f\u0131 belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m, daha a\u011f\u0131r ikincil yapt\u0131r\u0131mlar\u0131n hen\u00fcz uygulanmamas\u0131n\u0131n ABD’nin ticaret ortaklar\u0131na pozisyonlar\u0131n\u0131 de\u011fi\u015ftirmeleri i\u00e7in alan b\u0131rakt\u0131\u011f\u0131n\u0131 kaydetti. \u0130ran petrol ihracat\u0131ndaki gerileme ve riyalin de\u011fer kayb\u0131n\u0131n ekonomik bask\u0131n\u0131n etkilerini g\u00f6sterdi\u011fi ifade edildi.<\/p>\n
\u0130ran’\u0131n ise ABD’nin ekonomik izolasyon politikas\u0131n\u0131n sonu\u00e7 vermeyece\u011fini savundu\u011fu ve kar\u015f\u0131l\u0131k verecek ara\u00e7lara sahip oldu\u011fu mesaj\u0131n\u0131 verdi\u011fi belirtildi. Tahran’\u0131n ABD’ye yeniden mutabakat \u00e7a\u011fr\u0131s\u0131nda bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Petrol piyasas\u0131nda Brent petrol\u00fcn 92 dolar, WTI’\u0131n ise 85 dolar seviyelerinde seyretti\u011fi bildirildi. Trive Yat\u0131r\u0131m, ABD’nin ilk a\u015famada askeri m\u00fcdahaleden \u00e7ok ekonomik izolasyonu \u00f6ne \u00e7\u0131karmas\u0131n\u0131n k\u0131sa vadeli fiziksel arz riskini s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131, H\u00fcrm\u00fcz ve K\u00f6rfez’deki petrol ak\u0131\u015flar\u0131na y\u00f6nelik olas\u0131 k\u0131s\u0131tlamalar\u0131n ise enerji piyasalar\u0131nda risk olu\u015fturabilece\u011fini belirtti.<\/p>\n
ABD’de uzun vadeli tahvil geri al\u0131mlar\u0131na ili\u015fkin de\u011ferlendirmede bulunan kurum, Hazine’nin geri al\u0131m program\u0131n\u0131 geni\u015fletmesinin tahvil getirilerindeki y\u00fckseli\u015fi tek ba\u015f\u0131na tersine \u00e7evirmesinin zor oldu\u011funu aktard\u0131. Uzun vadeli faizlerdeki bask\u0131n\u0131n y\u00fcksek b\u00fct\u00e7e a\u00e7\u0131klar\u0131, enflasyon, kamu bor\u00e7lanmas\u0131 ve Fed politikas\u0131na ili\u015fkin belirsizliklerden kaynakland\u0131\u011f\u0131 belirtildi.<\/p>\n
ABD’nin \u00c7in \u00fcr\u00fcnlerine yeni g\u00fcmr\u00fck vergileri getirmeyi de\u011ferlendirdi\u011fi de aktar\u0131ld\u0131. Haz\u0131rl\u0131klar\u0131n \u00c7in’in a\u015f\u0131r\u0131 \u00fcretim kapasitesine y\u00f6nelik soru\u015fturmayla ili\u015fkilendirildi\u011fi belirtilirken, iki \u00fclkenin mevcut ticaret ate\u015fkesini uzatmaya y\u00f6nelik g\u00f6r\u00fc\u015fmeleri s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Japonya Merkez Bankas\u0131’n\u0131n para politikas\u0131na ili\u015fkin de\u011ferlendirmede ise temel enflasyon g\u00f6stergelerinden birinin temmuz ay\u0131nda y\u0131ll\u0131k y\u00fczde 2,3 artt\u0131\u011f\u0131 ve Banka’n\u0131n y\u00fczde 2 hedefinin \u00fczerinde kald\u0131\u011f\u0131 belirtildi. Trive Yat\u0131r\u0131m, piyasan\u0131n 18 Eyl\u00fcl’deki toplant\u0131da faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 80 olarak fiyatlad\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
Yurt i\u00e7inde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n yeniden bir hafta vadeli repo ihalelerine ba\u015flamas\u0131 da raporda de\u011ferlendirildi. Kurum, s\u00f6z konusu ad\u0131m\u0131n do\u011frudan bir para politikas\u0131 gev\u015femesi yerine likidite y\u00f6netiminde geleneksel operasyonel \u00e7er\u00e7eveye d\u00f6n\u00fc\u015f anlam\u0131na geldi\u011fini belirtti.<\/p>\n
Trive Yat\u0131r\u0131m, haftal\u0131k repo ihalelerinin yeniden kullan\u0131lmas\u0131n\u0131n efektif fonlama maliyetinin politika faizine yakla\u015fmas\u0131na imkan tan\u0131d\u0131\u011f\u0131n\u0131 ve k\u0131sa vadeli piyasa faizlerinin politika faizi etraf\u0131nda olu\u015fmas\u0131n\u0131 destekledi\u011fini aktard\u0131.<\/p>\n
ING’in de TCMB’nin bir hafta vadeli repo ihalelerine d\u00f6n\u00fc\u015f\u00fcn\u00fc piyasa i\u015fleyi\u015fi a\u00e7\u0131s\u0131ndan olumlu de\u011ferlendirdi\u011fi belirtildi. Kuruma g\u00f6re fonlaman\u0131n yeniden politika faizi etraf\u0131nda \u015fekillenmesi, daha \u00f6ng\u00f6r\u00fclebilir bir operasyonel yap\u0131ya ge\u00e7i\u015f anlam\u0131na geliyor.<\/p>\n
JPMorgan’\u0131n ise TCMB’nin y\u0131l\u0131n kalan b\u00f6l\u00fcm\u00fcnde iki faiz indirimi yapmas\u0131n\u0131 bekledi\u011fi aktar\u0131ld\u0131. Bu beklentinin dezenflasyondaki ilerleme ve fonlama mekanizmas\u0131n\u0131n normalle\u015fmesine dayand\u0131\u011f\u0131 belirtilirken, enerji fiyatlar\u0131, kur ge\u00e7i\u015fkenli\u011fi ve enflasyon beklentilerinin faiz indirimlerinin zamanlamas\u0131nda belirleyici olmaya devam edece\u011fi kaydedildi.<\/p>\n
Raporda ayr\u0131ca Hazine ve Maliye Bakanl\u0131\u011f\u0131’n\u0131n k\u0131sa vadeli yabanc\u0131 sermaye giri\u015flerine y\u00f6nelik y\u00fczde 10 stopaj se\u00e7ene\u011fi \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131 belirtildi. D\u00fczenlemenin hayata ge\u00e7irilmesi halinde \u00f6zellikle k\u0131sa vadeli tahvil ve para piyasas\u0131 pozisyonlar\u0131n\u0131n net getirisinin etkilenebilece\u011fi ifade edildi. Ancak uygulaman\u0131n hen\u00fcz haz\u0131rl\u0131k a\u015famas\u0131nda oldu\u011fu ve nihai etkinin kapsam ile uygulama ayr\u0131nt\u0131lar\u0131na ba\u011fl\u0131 olaca\u011f\u0131 kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 25 A\u011fustos (Hibya)-Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda Amerika Birle\u015fik Devletleri’nin (ABD) \u0130ran’a y\u00f6nelik yeni yapt\u0131r\u0131m ad\u0131mlar\u0131n\u0131n, ABD-\u00c7in ticaret g\u00f6r\u00fc\u015fmelerinin ve Japonya Merkez Bankas\u0131’n\u0131n para politikas\u0131 beklentilerinin takip edildi\u011fini bildirdi. Yurt i\u00e7inde ise TCMB’nin haftal\u0131k repo ihalelerine yeniden ba\u015flamas\u0131 ve olas\u0131 yabanc\u0131 sermaye stopaj\u0131 g\u00fcndemde.<\/p>\n","protected":false},"author":1,"featured_media":137907,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-137906","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/137906","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=137906"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/137906\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/137907"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=137906"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=137906"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=137906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"