Alnus Yat\u0131r\u0131m, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) Eyl\u00fcl 2026 Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi sonu\u00e7lar\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
Ankete g\u00f6re 2026 y\u0131l sonu T\u00dcFE beklentisi y\u00fczde 29,43\u2019ten y\u00fczde 29,61\u2019e y\u00fckselirken, 2027 y\u0131l sonu enflasyon beklentisi y\u00fczde 21,94\u2019ten y\u00fczde 22,69\u2019a \u00e7\u0131kt\u0131.<\/p>\n
Alnus Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, eyl\u00fcl ay\u0131 ayl\u0131k enflasyon beklentisi y\u00fczde 2,12 seviyesinde bulunuyor. Kur taraf\u0131nda ise cari ay sonu dolar\/TL beklentisi 49,0048, 2026 y\u0131l sonu beklentisi 51,5716 ve 12 ay sonras\u0131 beklentisi 58,6049 olarak a\u00e7\u0131kland\u0131.<\/p>\n
Ankette 2026 y\u0131l\u0131 GSYH b\u00fcy\u00fcme beklentisi y\u00fczde 3,1\u2019den y\u00fczde 3\u2019e, 2027 y\u0131l\u0131 b\u00fcy\u00fcme beklentisi ise y\u00fczde 4\u2019ten y\u00fczde 3,9\u2019a geriledi.<\/p>\n
Cari i\u015flemler dengesi i\u00e7in 2026 y\u0131l sonu a\u00e7\u0131k beklentisi 50,2 milyar dolardan 50,1 milyar dolara revize edilirken, 2027 y\u0131l\u0131 cari a\u00e7\u0131k beklentisi 44,4 milyar dolar seviyesinde korundu.<\/p>\n
TCMB politika faizinin y\u00fczde 37 seviyesinde bulundu\u011fu ankette, 22 Ekim\u2019deki PPK toplant\u0131s\u0131nda 100 baz puanl\u0131k faiz indirimi yap\u0131lmas\u0131 bekleniyor. 10 Aral\u0131k\u2019taki toplant\u0131da da 100 baz puana yak\u0131n bir indirim \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Y\u0131l sonu politika faizi beklentisi ise y\u00fczde 35,25\u2019ten y\u00fczde 35,07\u2019ye \u00e7ekildi. 12 ay sonras\u0131 politika faizi beklentisi y\u00fczde 29,22 olarak kaydedildi.<\/p>\n
Alnus Yat\u0131r\u0131m, eyl\u00fcl ay\u0131 T\u00dcFE beklentisinin petrol fiyatlar\u0131n\u0131n yeniden 100 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131yla artan enflasyonist riskler ve okul sezonu nedeniyle baz\u0131 mal ve hizmet gruplar\u0131nda ya\u015fanabilecek mevsimsel fiyat art\u0131\u015flar\u0131n\u0131 yans\u0131tt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Kurum, eyl\u00fcl ay\u0131 enflasyonu i\u00e7in kendi beklentisinin y\u00fczde 2,40-2,50 aral\u0131\u011f\u0131nda oldu\u011funu ve ay sonuna kadar yukar\u0131 y\u00f6nl\u00fc risklerin izlenece\u011fini bildirdi.<\/p>\n
Cari i\u015flemler dengesi taraf\u0131nda y\u0131l\u0131n ilk yar\u0131s\u0131nda yakla\u015f\u0131k 34,5 milyar dolar a\u00e7\u0131k olu\u015ftu\u011funa dikkat \u00e7eken Alnus Yat\u0131r\u0131m, y\u0131l\u0131n ikinci yar\u0131s\u0131nda turizm gelirlerinin belirleyici olaca\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
Kurum, temmuz ay\u0131nda birincil yat\u0131r\u0131m dengesi kaynakl\u0131 verinin beklentilerin alt\u0131nda fazla vermesi nedeniyle y\u0131l sonunda 50 milyar dolar\u0131n \u00fczerinde cari a\u00e7\u0131k olu\u015fmas\u0131n\u0131n olas\u0131 oldu\u011funu ifade etti.<\/p>\n
Alnus Yat\u0131r\u0131m ayr\u0131ca TCMB\u2019nin ekim ay\u0131ndaki PPK toplant\u0131s\u0131nda faiz oranlar\u0131n\u0131 sabit tutmas\u0131n\u0131, aral\u0131k toplant\u0131s\u0131nda ise 100 baz puanl\u0131k faiz indirimi yapmas\u0131n\u0131 bekledi\u011fini belirtti.<\/p>\n
<\/strong> \u0130stanbul, 11 Eyl\u00fcl (Hibya) – Alnus Yat\u0131r\u0131m, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) Eyl\u00fcl 2026 Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi sonu\u00e7lar\u0131n\u0131 de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":147605,"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-147604","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\/147604","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=147604"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/147604\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/147605"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=147604"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=147604"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=147604"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"