A1 Capital'in raporunda “Ekonomimizin 3\u00c725\u2019de ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re y\u00fczde 4,2 olan beklentilerin alt\u0131nda y\u00fczde 3.7 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc g\u00f6rd\u00fck.” ifadeleri kullan\u0131ld\u0131. Raporun devam\u0131nda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f \u00e7eyreklik h\u0131z g\u00fc\u00e7l\u00fc kalarak, keskin bir yava\u015flama beklentilerine meydan okudu
\nve y\u00fczde 0,5 beklentisine kar\u015f\u0131n bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 1,1 art\u0131\u015f g\u00f6sterdi. B\u00fcy\u00fcme, \u00f6ncelikli olarak \u00f6zel t\u00fcketim ve yat\u0131r\u0131m faaliyetlerinden kaynakland\u0131.<\/p>\n
\u0130stanbul Ticaret Odas\u0131'n\u0131n (\u0130TO) hesaplad\u0131\u011f\u0131 \u0130stanbul T\u00fcketici Fiyat \u0130ndeksi kas\u0131mda bir \u00f6nceki aya g\u00f6re y\u00fczde
\n1,19 art\u0131\u015f kaydetti. Kentte y\u0131ll\u0131k bazda enflasyon oran\u0131 ise y\u00fczde 38,28 olarak ger\u00e7ekle\u015fti. G\u0131da enflasyonunda hem ayl\u0131k hem y\u0131ll\u0131k bazda yava\u015flama, lokanta\/otel\u2019de temponun d\u00fc\u015fmesi ve giyim segmentinde \u00f6ne \u00e7ekilmi\u015f g\u00f6r\u00fclen d\u00fc\u015f\u00fc\u015f ana etmen oldu.<\/p>\n
Enflasyonist bask\u0131lar\u0131n hafiflemesi, Kas\u0131m ay\u0131nda T\u00fcrk imalat sekt\u00f6r\u00fcne olumlu yans\u0131d\u0131. Ekim\u2019de 46,5 olan
\nman\u015fet PMI, Kas\u0131m ay\u0131nda 48,0 de\u011ferini alarak son dokuz ay\u0131n zirvesine y\u00fckseldi. \u00dcretimini art\u0131rabilen hi\u00e7bir
\nsekt\u00f6r\u00fcn olmad\u0131\u011f\u0131 Ekim ay\u0131n\u0131n ard\u0131ndan, Kas\u0131m\u2019da \u00fc\u00e7 sekt\u00f6r yeniden b\u00fcy\u00fcmeye ge\u00e7ti.<\/p>\n
D\u00fcn de; Bankalar\u0131n ve finansman \u015firketlerinin yurt d\u0131\u015f\u0131ndan do\u011frudan temin etti\u011fi 1 y\u0131ldan uzun vadeli yabanc\u0131
\npara y\u00fck\u00fcml\u00fcl\u00fcklerdeki art\u0131\u015f tutar\u0131na y\u0131l sonuna kadar y\u00fczde 0 oran\u0131nda zorunlu kar\u015f\u0131l\u0131k uygulanmas\u0131 uzat\u0131lmayaca\u011f\u0131 a\u00e7\u0131kland\u0131. Finansal yap\u0131 ve rezervler iyile\u015fti ve art\u0131k d\u0131\u015f bor\u00e7lanmay\u0131 te\u015fvik etmeyece\u011fim demek bu. YP zorunlu kar\u015f\u0131l\u0131k oranlar\u0131 da de\u011fi\u015fti. TL\u2019ye ge\u00e7i\u015fi zorunlu kar\u015f\u0131l\u0131klar \u00fczerinden te\u015fvik eden bask\u0131 azal\u0131yor. YP mevduatta uzun vadeye y\u00f6nlendirme motivasyonu azal\u0131yor ama alt\u0131na y\u00f6nelim artt\u0131\u011f\u0131ndan bunu en az\u0131ndan kontrolde tutmak i\u00e7in k\u0131ymetli maden hesaplar\u0131nda k\u0131sa vade maliyeti art\u0131yor. Peki bunlar\u0131n kredi \u00fczerinde etkisi; ZK\u2019daki d\u00fc\u015f\u00fc\u015fle likidite maliyeti azalaca\u011f\u0131ndan krediye eri\u015fim artarken, fonlama maliyetinin d\u00fc\u015fmesi ticari kredilerde faizlerin azalmas\u0131na yard\u0131mc\u0131 olabilir.<\/p>\n
Bug\u00fcn Kas\u0131m enflasyon verisini alaca\u011f\u0131z. \u0130TO verisi bir anda piyasada 1\u2019in alt\u0131 gelir mi beklentisi olu\u015furken hatta 0,90 bekleyenleri bile duyduk. Piyasadaki u 3\u2019de 3 ald\u0131\u011f\u0131m\u0131z veriler sonras\u0131 fiyatlamalara bakarsak TUIK Kas\u0131m enflasyonun y\u00fczde 1\u2019e yak\u0131nsayaca\u011f\u0131 alg\u0131s\u0131n\u0131 olu\u015fturmu\u015f g\u00f6r\u00fcnmekte. Enflasyon\u2019 da biz en iyimser olarak
\ny\u00fczde 1,2 seviyesini yakalayabildik. Olumlu bir s\u00fcrpriz, Aral\u0131k ay\u0131 Para Politikas\u0131 Kurulu'nda 100 baz puan olan bizim beklentimizden daha y\u00fcksek bir politika faizi indirimi beklentilerini destekleyecektir.<\/p>\n
Euro B\u00f6lgesinde Kas\u0131m ay\u0131nda man\u015fet enflasyon y\u00fczde 2,1'den y\u00fczde 2,2'ye y\u00fckselirken, \u00e7ekirdek enflasyon y\u00fczde 2,4'te sabit kald\u0131. Euro B\u00f6lgesi'nde enflasyon, y\u00fczde 2'lik hedefin 0,2 puan alt\u0131nda kalmaya devam ediyor. Y\u00fcksek enflasyon oran\u0131, esas olarak enerji fiyatlar\u0131n\u0131n daha az negatif katk\u0131 yapmas\u0131ndan kaynaklan\u0131yor. K\u0131sa vadeli enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn istikrar\u0131, Avrupa Merkez Bankas\u0131 projeksiyonlar\u0131n\u0131 \u00e7ok daha ilgi \u00e7ekici hale getiriyor. Bakal\u0131m \u00f6n\u00fcm\u00fczdeki aylarda enflasyonun hedefin alt\u0131na d\u00fc\u015fmesi beklenmesine ra\u011fmen, orta vadede, ECB'nin fazla \u0131l\u0131ml\u0131 bir tav\u0131r tak\u0131nmamas\u0131 i\u00e7in yeterli enflasyonist etken varm\u0131ym\u0131\u015f bekleyip g\u00f6rece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 3 Aral\u0131k (Hibya)- A1 Capital, bug\u00fcn Kas\u0131m enflasyon verisinin al\u0131naca\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":14769,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-14768","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14768","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=14768"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14768\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14769"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"