{"id":144619,"date":"2026-09-07T08:45:10","date_gmt":"2026-09-07T05:45:10","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/07\/ovp-stopaj-duzenlemesi-ve-kuresel-gelismeler-piyasalarin-gundeminde"},"modified":"2026-09-07T08:45:10","modified_gmt":"2026-09-07T05:45:10","slug":"ovp-stopaj-duzenlemesi-ve-kuresel-gelismeler-piyasalarin-gundeminde","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/07\/ovp-stopaj-duzenlemesi-ve-kuresel-gelismeler-piyasalarin-gundeminde\/","title":{"rendered":"OVP, stopaj d\u00fczenlemesi ve k\u00fcresel geli\u015fmeler piyasalar\u0131n g\u00fcndeminde"},"content":{"rendered":"<p>Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n \u201cPiyasalarda Bug\u00fcn\u201d raporuna g\u00f6re, yurt i\u00e7i piyasalarda yeni Orta Vadeli Program (OVP), para piyasas\u0131 fonlar\u0131na y\u00f6nelik stopaj d\u00fczenlemesi ve k\u00fcresel piyasalardaki geli\u015fmeler haftan\u0131n \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar\u0131 aras\u0131nda yer ald\u0131.<\/p>\n<p>2027-2029 d\u00f6nemini kapsayan yeni OVP, Resmi Gazete\u2019de yay\u0131mland\u0131. Programda enflasyonun 2026 sonunda y\u00fczde 28,4, 2027\u2019de y\u00fczde 21, 2028\u2019de y\u00fczde 13,5 ve 2029\u2019da y\u00fczde 9 olmas\u0131 hedeflendi. B\u00fcy\u00fcme tahmini ise 2026 i\u00e7in y\u00fczde 3,3 olarak belirlendi.<\/p>\n<p>TCMB Ba\u015fkan\u0131 Fatih Karahan, enflasyon hedefindeki revizyonun ciddi oldu\u011funu ancak enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan karamsarl\u0131k nedeni olarak de\u011ferlendirilmemesi gerekti\u011fini s\u00f6yledi. Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek de enflasyonun zorlu konjonkt\u00fcrde kontrol d\u0131\u015f\u0131na \u00e7\u0131kmad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n<p>Resm\u00ee Gazete\u2019de yay\u0131mlanan Cumhurba\u015fkan\u0131 Karar\u0131 ile para piyasas\u0131 fonlar\u0131 ve unvan\u0131nda \u201cpara piyasas\u0131\u201d ibaresi bulunan serbest fonlardan elde edilen kazan\u00e7lara uygulanan tevkifat oran\u0131 y\u00fczde 0\u2019dan y\u00fczde 10\u2019a \u00e7\u0131kar\u0131ld\u0131.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m, d\u00fczenlemenin yaln\u0131zca kurumsal yat\u0131r\u0131mc\u0131lar\u0131 kapsad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<p>Borsa \u0130stanbul 100 Endeksi, cuma g\u00fcn\u00fcn\u00fc y\u00fczde 0,57 y\u00fckseli\u015fle 14.012 puandan tamamlad\u0131. G\u00fcn i\u00e7inde en d\u00fc\u015f\u00fck 13.896, en y\u00fcksek ise 14.067 seviyeleri g\u00f6r\u00fcld\u00fc.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n teknik de\u011ferlendirmesine g\u00f6re BIST 100\u2019de bug\u00fcn 14.087 seviyesi \u00f6ncelikli diren\u00e7 olarak takip edilecek. Bu seviyenin a\u015f\u0131lmas\u0131 halinde 14.163 ve 14.258 seviyeleri sonraki diren\u00e7 noktalar\u0131 olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<p>Olas\u0131 geri \u00e7ekilmelerde ise 13.917 \u00f6ncelikli destek olurken, 13.821 ve 13.746 seviyeleri sonraki destek noktalar\u0131 olarak izlenecek.<\/p>\n<p>Hafta sonu ABD ile \u0130ran aras\u0131ndaki gerilimin yeniden t\u0131rmanmas\u0131 k\u00fcresel piyasalarda risk alg\u0131s\u0131n\u0131n \u00f6nemli g\u00fcndem maddelerinden biri oldu.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar ve ticari gemi trafi\u011findeki zay\u0131flama enerji arz\u0131na y\u00f6nelik riskleri art\u0131rd\u0131.<\/p>\n<p>\u0130ran\u2019\u0131n bo\u011faza eri\u015fimi daha fazla k\u0131s\u0131tlamaya haz\u0131rland\u0131\u011f\u0131 y\u00f6n\u00fcndeki haberlerin ard\u0131ndan ticari gemi trafi\u011finin may\u0131s ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesine geriledi\u011fi belirtildi.<\/p>\n<p>Brent petrol pazartesi sabah\u0131 y\u00fczde 1,24 y\u00fckseli\u015fle 95,75 dolar seviyesinde i\u015flem g\u00f6r\u00fcrken, g\u00fcn i\u00e7indeki teknik g\u00f6r\u00fcn\u00fcmde 96,54 dolar diren\u00e7, 94,32 dolar ise destek olarak takip ediliyor.<\/p>\n<p>ABD\u2019de tar\u0131m d\u0131\u015f\u0131 istihdam a\u011fustos ay\u0131nda 162 bin ki\u015fi artt\u0131. Piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fen veriye g\u00f6re i\u015fsizlik oran\u0131 y\u00fczde 4,1 seviyesinde kald\u0131.<\/p>\n<p>Haziran ve temmuz ay\u0131 istihdam verilerinde yukar\u0131 y\u00f6nl\u00fc revizyon yap\u0131l\u0131rken, iki ayl\u0131k toplam istihdam art\u0131\u015f\u0131n\u0131n \u00f6nceki a\u00e7\u0131klamadan 55 bin ki\u015fi daha y\u00fcksek hesapland\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m, Fed yetkililerinin a\u00e7\u0131klamalar\u0131n\u0131n da piyasalar\u0131n risk alg\u0131s\u0131nda etkili oldu\u011funu aktard\u0131. Fed yetkilileri aras\u0131nda faiz politikas\u0131na ili\u015fkin g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne dikkat \u00e7ekildi.<\/p>\n<p>Avro B\u00f6lgesi\u2019nde t\u00fcketici enflasyonu a\u011fustosta y\u0131ll\u0131k y\u00fczde 3,3 seviyesine \u00e7\u0131karak yakla\u015f\u0131k \u00fc\u00e7 y\u0131l\u0131n en y\u00fcksek d\u00fczeyini g\u00f6rd\u00fc. Enerji fiyatlar\u0131ndaki h\u0131zl\u0131 y\u00fckseli\u015fin enflasyon \u00fczerindeki etkisine dikkat \u00e7ekildi.<\/p>\n<p>Temmuz ay\u0131na ili\u015fkin \u00fcretici fiyat endeksi ise ayl\u0131k y\u00fczde 1,6, y\u0131ll\u0131k y\u00fczde 5,8 artt\u0131. Verinin beklentileri a\u015ft\u0131\u011f\u0131 ve haziran ay\u0131na g\u00f6re h\u0131zland\u0131\u011f\u0131 belirtildi.<\/p>\n<p>ECB\u2019nin per\u015fembe g\u00fcn\u00fc ger\u00e7ekle\u015ftirece\u011fi toplant\u0131da politika faizlerinde art\u0131\u015fa gitmesinin beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Ons alt\u0131n pazartesi sabah\u0131 y\u00fczde 0,77 d\u00fc\u015f\u00fc\u015fle 4.395,87 dolar seviyesinde i\u015flem g\u00f6rd\u00fc. G\u00fcn i\u00e7inde 4.389,89-4.435,16 dolar aral\u0131\u011f\u0131nda hareket eden alt\u0131nda 4.424,06 dolar \u00f6ncelikli diren\u00e7 olarak izleniyor.<\/p>\n<p>Bu seviyenin a\u015f\u0131lmas\u0131 halinde 4.452,25 ve 4.469,34 dolar seviyeleri g\u00fcndeme gelebilecek diren\u00e7 noktalar\u0131 olarak de\u011ferlendiriliyor. A\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ise 4.378,78, 4.361,69 ve 4.333,50 dolar destek seviyeleri olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n \u015firket haberleri b\u00f6l\u00fcm\u00fcnde d\u00f6rt geli\u015fme \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n<p>Gelecek Varl\u0131k Y\u00f6netimi (GLCVY), T\u00fcrkiye \u0130\u015f Bankas\u0131\u2019n\u0131n 19 A\u011fustos 2026 tarihinde ger\u00e7ekle\u015ftirdi\u011fi tahsili gecikmi\u015f alacak sat\u0131\u015f\u0131nda kazan\u0131lan iki bireysel portf\u00f6ye ili\u015fkin devir ve temlik i\u015flemlerinin tamamland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Portf\u00f6ylerin toplam anapara b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn 754,8 milyon TL oldu\u011fu belirtildi.<\/p>\n<p>Dof Robotik (DOFRB), ABD\u2019nin Teksas eyaletinin Dallas b\u00f6lgesinde kurulmas\u0131 planlanan Teknoloji Tecr\u00fcbe Merkezi i\u00e7in haz\u0131r bina ve arsa sat\u0131n al\u0131nmas\u0131 konusunda sat\u0131c\u0131 tarafla mutabakat zapt\u0131 imzalad\u0131.<\/p>\n<p>\u015eirket, \u00f6n fizibilite \u00e7al\u0131\u015fmas\u0131na g\u00f6re toplam yat\u0131r\u0131m tutar\u0131n\u0131n yakla\u015f\u0131k 16 milyon dolar olmas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n<p>Emlak Konut GYO (EKGYO), \u0130stanbul Ey\u00fcpsultan Hasdal 2. Etap Arsa Sat\u0131\u015f\u0131 Kar\u015f\u0131l\u0131\u011f\u0131 Gelir Payla\u015f\u0131m\u0131 \u0130\u015fi ihalesini ilan etti. \u0130halenin birinci oturumunun 14 Eyl\u00fcl 2026 tarihinde yap\u0131laca\u011f\u0131 a\u00e7\u0131kland\u0131.<\/p>\n<p>\u0130hlas Gayrimenkul (IHLGM) ise \u00c7anakkale Yenice ve ba\u011fl\u0131 ortakl\u0131\u011f\u0131 \u0130hlas Enerji Yat\u0131r\u0131mlar\u0131\u2019n\u0131n \u0130zmir Bay\u0131nd\u0131r\u2019daki IV. Grup maden ruhsatlar\u0131n\u0131n devri i\u00e7in s\u00f6zle\u015fme imzalad\u0131. Her bir ruhsat i\u00e7in 500 bin dolar devir bedeli \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n<p>Dolar\/TL pazartesi sabah\u0131 y\u00fczde 0,02 art\u0131\u015fla 48,44 seviyesinde i\u015flem g\u00f6rd\u00fc. Kur g\u00fcn i\u00e7inde 48,42-48,55 aral\u0131\u011f\u0131nda hareket etti. Teknik g\u00f6r\u00fcn\u00fcmde 48,60 diren\u00e7, 48,34 destek olarak izleniyor.<\/p>\n<p>Euro\/TL y\u00fczde 0,06 art\u0131\u015fla 56,28 seviyesinde i\u015flem g\u00f6r\u00fcrken, 56,53 diren\u00e7 ve 56,12 destek seviyeleri takip ediliyor.<\/p>\n<p>Gram alt\u0131n ise y\u00fczde 0,76 d\u00fc\u015f\u00fc\u015fle 6.846,24 TL seviyesinde bulunuyor. Ahlatc\u0131 Yat\u0131r\u0131m, gram alt\u0131nda 6.930,64 TL seviyesini diren\u00e7, 6.795,72 TL seviyesini destek olarak g\u00f6steriyor.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde yurt i\u00e7inde OVP ve stopaj d\u00fczenlemesi, k\u00fcresel piyasalarda ise ABD-\u0130ran gerilimi, enerji fiyatlar\u0131, ABD istihdam verileri ve Avro B\u00f6lgesi enflasyonu piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan takip edilecek ba\u015fl\u0131ca geli\u015fmeler olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 7 Eyl\u00fcl (Hibya) &#8211; Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n \u201cPiyasalarda Bug\u00fcn\u201d raporuna g\u00f6re, yurt i\u00e7i piyasalarda yeni Orta Vadeli Program (OVP), para piyasas\u0131 fonlar\u0131na y\u00f6nelik stopaj d\u00fczenlemesi ve k\u00fcresel piyasalardaki geli\u015fmeler haftan\u0131n \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar\u0131 aras\u0131nda yer ald\u0131.<\/p>\n","protected":false},"author":1,"featured_media":144620,"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-144619","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\/144619","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=144619"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/144619\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/144620"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=144619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=144619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=144619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}