Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda T\u00dc\u0130K taraf\u0131ndan bug\u00fcn a\u00e7\u0131klanan enflasyon verilerine g\u00f6re; 2025 Kas\u0131m ay\u0131nda, T\u00fcketici Fiyat Endeksi\u2019nin (T\u00dc\u0130K); ayl\u0131k bazda y\u00fczde 0,87 oran\u0131nda hayli s\u0131n\u0131rl\u0131 art\u0131\u015f kaydederken, y\u0131ll\u0131k olarak ise Ekim ay\u0131ndaki y\u00fczde 32,87 seviyesinden \u2013baz etkisiyle- y\u00fczde 31,07 d\u00fczeyine geri \u00e7ekilme ortaya \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cKas\u0131m ay\u0131nda 12 ana harcama grubunun 11 tanesinde ayl\u0131k bazda fiyat art\u0131\u015f\u0131 g\u00f6r\u00fcld\u00fc. En y\u00fcksek fiyat art\u0131\u015f\u0131 g\u00f6steren ana harcama gruplar\u0131; y\u00fczde 3,33 ile \u2018\u2019e\u011flence ve k\u00fclt\u00fcr\u2019\u2019, y\u00fczde 2,42 ile \u2018\u2019alkoll\u00fc i\u00e7ecekler ve t\u00fct\u00fcn\u2019\u2019 ve y\u00fczde 1,78 ile de \u2018\u2019ula\u015ft\u0131rma\u2019\u2019 olurken, tek fiyat azal\u0131\u015f\u0131 ortaya \u00e7\u0131kan harcama grubu olan \u2018\u2019g\u0131da ve alkols\u00fcz i\u00e7eceklerdeki\u201d azal\u0131\u015f oran\u0131 y\u00fczde 0,69 olarak ger\u00e7ekle\u015fti.<\/p>\n
\u00d6zel kapsaml\u0131 T\u00dcFE g\u00f6stergelerinin de tamam\u0131nda ayl\u0131k bazda art\u0131\u015f g\u00f6r\u00fcld\u00fc. 6 g\u00f6stergenin 4 tanesi ayl\u0131k T\u00dcFE oran\u0131n\u0131n \u00fczerinde, di\u011fer 2 tanesi ise T\u00dcFE rakam\u0131n\u0131n alt\u0131nda ger\u00e7ekle\u015fti. En y\u00fcksek art\u0131\u015f y\u00fczde 1,35 ile \u2018\u2019D Grubu(\u0130\u015flenmemi\u015f G\u0131da, Alkoll\u00fc \u0130\u00e7ecekler ve T\u00fct\u00fcn \u00dcr\u00fcnleri Hari\u00e7 T\u00dcFE)\u2019\u2019 g\u00f6stergesinde ger\u00e7ekle\u015firken, en d\u00fc\u015f\u00fck art\u0131\u015f ise y\u00fczde 0,78 ile \u2018\u2019F Grubu(Y\u00f6netilen-Y\u00f6nlendirilen Fiyatlar Hari\u00e7 T\u00dcFE)\u2019\u2019 g\u00f6stergesinde ya\u015fand\u0131.<\/p>\n
\u0130malat sanayiine etkisinin yan\u0131 s\u0131ra, t\u00fcketici fiyatlar\u0131na yans\u0131mas\u0131 a\u00e7\u0131s\u0131ndan da kritik olan Yurt \u0130\u00e7i \u00dcretici Fiyat Endeksi(Y\u0130-\u00dcFE) taraf\u0131nda; Kas\u0131m ay\u0131nda y\u00fczde 0,84 oran\u0131nda s\u0131n\u0131rl\u0131 fiyat art\u0131\u015f\u0131 g\u00f6r\u00fcl\u00fcrken, bu endeksin y\u0131ll\u0131k bazda art\u0131\u015f oran\u0131 ise; Ekim ay\u0131ndaki y\u00fczde 27,00 seviyesinden y\u00fczde 27,23 d\u00fczeyine y\u00fckseldi.<\/p>\n
Y\u0130-\u00dcFE hesaplamas\u0131nda takip edilen 9 ana harcama grubunun 7 tanesinde fiyat art\u0131\u015f\u0131 g\u00f6r\u00fcld\u00fc. En y\u00fcksek fiyat art\u0131\u015flar\u0131; y\u00fczde 2,02 ile \u2019\u2019Su Temini\u2019\u2019, y\u00fczde 1,77 ile \u2018\u2019Madencilik ve Ta\u015f Ocak\u00e7\u0131l\u0131\u011f\u0131\u2019\u2019 ve y\u00fczde 1,54 ile \u2018\u2019Sermaye Mallar\u0131\u2019\u2019 olurken, azal\u0131\u015f g\u00f6steren harcama gruplar\u0131 ise; y\u00fczde 3,10 ile \u2018\u2019Elektrik, Gaz, Buhar\u2019\u2019 ve y\u00fczde 0,48 ile \u2018\u2019Enerji\u2019\u2019 oldu.<\/p>\n
De\u011ferlendirmemiz; Kas\u0131m ay\u0131nda, T\u00dcFE\u2019de g\u00f6r\u00fclen y\u00fczde 0,87 oran\u0131ndaki art\u0131\u015fta; endeks \u00fczerinde 15,22 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip \u2018\u2018Konut\u2019\u2019 ana harcama grubundan gelen 0,29 puanl\u0131k(odun ve k\u00f6m\u00fcr gibi kat\u0131 yak\u0131tlarda y\u00fczde 2,58 ve ger\u00e7ek kirada y\u00fczde 2,49\u2019luk art\u0131\u015flar \u00f6n planda), 15,34 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip \u2018\u2019Ula\u015ft\u0131rma\u2019\u2019 harcama grubundan gelen 0,27 puanl\u0131k(havayolu ile yolcu ta\u015f\u0131mac\u0131l\u0131\u011f\u0131nda y\u00fczde 14,27 ve ki\u015fisel ula\u015ft\u0131rma ara\u00e7lar\u0131n\u0131n yak\u0131t ve ya\u011flar\u0131nda y\u00fczde 4,06 d\u00fczeylerinde art\u0131\u015flar g\u00f6r\u00fcld\u00fc), 3,36 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip \u2018\u2019E\u011flence ve K\u00fclt\u00fcr\u2019\u2019 harcama grubunda olu\u015fan 0,10\u2019kuk(evcil hayvanlarla ilgili \u00fcr\u00fcnler y\u00fczde 16,97 ve paket turlar y\u00fczde 12,79 oranlar\u0131ndaki art\u0131\u015flarla ba\u015f\u0131 \u00e7ekti) etkiler \u00f6n plana \u00e7\u0131km\u0131\u015f durumda.<\/p>\n
Di\u011fer yandan, endeks \u00fczerinde 24,97 ile en y\u00fcksek a\u011f\u0131rl\u0131\u011fa sahip \u2018\u2019G\u0131da ve Alkols\u00fcz \u0130\u00e7ecekler\u2019\u2019 ana harcama grubundan gelen 0,17 puanl\u0131k(patates hari\u00e7 taze sebzelerde ortaya \u00e7\u0131kan y\u00fczde 9,52\u2019lik, tavuk etinde g\u00f6r\u00fclen y\u00fczde 8,64\u2019l\u00fck, yumurtada ortaya \u00e7\u0131kan y\u00fczde 8,38\u2019lik ve taze bal\u0131kta g\u00f6r\u00fclen y\u00fczde 7,07\u2019lik d\u00fc\u015f\u00fc\u015fler \u00f6n planda yer ald\u0131) azal\u0131\u015f ise; ayl\u0131k T\u00dcFE art\u0131\u015f\u0131n\u0131 s\u0131n\u0131rlayan unsur olmu\u015ftur.<\/p>\n
23 Ekim\u2019deki son PPK(Para Politikas\u0131 Kurulu) toplant\u0131s\u0131nda faiz oranlar\u0131n\u0131 100 baz puan indiren(Politika Faizi y\u00fczde 39,50) TCMB\u2019nin, bug\u00fcnk\u00fc T\u00dcFE rakamlar\u0131 sonras\u0131nda 11 Aral\u0131k\u2019taki toplant\u0131 i\u00e7in eli hayli g\u00fc\u00e7lenmi\u015f durumda. Ancak, TCMB\u2019nin ihtiyatl\u0131 bir g\u00f6r\u00fcn\u00fcm ile bu toplant\u0131da Politika Faizini 150 baz puan indirece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n
Di\u011fer yandan, bug\u00fcnk\u00fc olumlu rakam; y\u0131l sonu i\u00e7in senelik T\u00dcFE oran\u0131 tahminimizi de iyile\u015ftirdi. \u00d6yle ki, bu veri sonras\u0131nda senelik T\u00dcFE\u2019nin y\u00fczde 31,07\u2019ye gerilemesiyle; \u015fu an i\u00e7in y\u00fczde 1,20 civar\u0131nda gelebilece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fcm\u00fcz Aral\u0131k ay\u0131 T\u00dcFE rakam\u0131 kapsam\u0131nda, sene sonu T\u00dcFE tahminimizi y\u00fczde 32,32\u2019den y\u00fczde 31,37\u2019ye revize ediyoruz.<\/p>\n
Piyasa fiyatlamalar\u0131 beklentilerimize gelince; bug\u00fcnk\u00fc veri TL varl\u0131klar\u0131 a\u00e7\u0131s\u0131ndan pozitiflik i\u00e7ermekte. Borsa \u00f6zelinde bakt\u0131\u011f\u0131m\u0131zda ise, Bankac\u0131l\u0131k, Otomotiv, \u0130n\u015faat ve Sanayi ile bu sekt\u00f6rlerin alt kollar\u0131nda (11 Aral\u0131k\u2019a kadar bir negatiflik ortaya \u00e7\u0131kmazsa) pozitif fiyatlamalar \u00f6ng\u00f6r\u00fcyoruz. TCMB, haftaya Per\u015fembe g\u00fcn\u00fc minimum 150 baz puan faiz indirirse de; borsadaki toparlanma giri\u015fimi, i\u00e7eride veya d\u0131\u015far\u0131da herhangi bir olumsuzluk ortaya \u00e7\u0131kana kadar k\u0131sa vadede etkili olabilir.\u201d<\/p>\n
<\/strong> \u0130stanbul, 3 Aral\u0131k (Hibya) \u2013 Alnus Yat\u0131r\u0131m, kas\u0131m ay\u0131na ili\u015fkin enflasyon verilerine ili\u015fkin de\u011ferlendirme yay\u0131mlad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":14875,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-14874","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14874","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=14874"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14874\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14875"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"