{"id":15332,"date":"2025-12-04T08:30:04","date_gmt":"2025-12-04T05:30:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/04\/alnus-yatirim-senelik-manset-enflasyon-yuzde-3107ye-geriledi"},"modified":"2025-12-04T08:30:04","modified_gmt":"2025-12-04T05:30:04","slug":"alnus-yatirim-senelik-manset-enflasyon-yuzde-3107ye-geriledi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/04\/alnus-yatirim-senelik-manset-enflasyon-yuzde-3107ye-geriledi\/","title":{"rendered":"Alnus Yat\u0131r\u0131m: Senelik man\u015fet enflasyon y\u00fczde 31,07\u2019ye geriledi"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda B\u0130ST-100 endeksinin, d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcne; sadece 5,00 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131\u011f\u0131 belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n<p>\u201cA\u00e7\u0131klanan enflasyon rakamlar\u0131n\u0131n etkisiyle h\u0131zla dalgalanan endekste, sonras\u0131nda sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir ortaya \u00e7\u0131kt\u0131 ve seans\u0131n sonunu da; y\u00fczde 0,78 oran\u0131ndaki d\u00fc\u015f\u00fc\u015fle, 11.036,82 puandan noktalad\u0131k. Endeksin i\u015flem hacmi ise; \u00f6nceki g\u00fcnk\u00fc 148,5 Milyar TL d\u00fczeyinden 186,4 Milyar TL\u2019ye h\u0131zla y\u00fckseldi. Endekse puan baz\u0131nda en fazla negatif etki eden \u015firket hisseleri; 24,64 puan ile BIMAS, 19,88 puan ile DSTKF ve 7,29 puan ile THYAO oldu.<\/p>\n<p>D\u00fcn, yurt i\u00e7i ekonomik takvimde piyasan\u0131n oda\u011f\u0131nda; gelecek hafta ger\u00e7ekle\u015ftirilecek TCMB\/PPK faiz karar\u0131n\u0131 etkileyebilecek nitelikte \u00f6nemli olan Kas\u0131m ay\u0131 enflasyon oranlar\u0131 yer ald\u0131. T\u00dc\u0130K\u2019in a\u00e7\u0131klad\u0131\u011f\u0131 verilere g\u00f6re; T\u00fcketici fiyat endeksi(T\u00dcFE) ayl\u0131k bazda y\u00fczde 0,87\u2019lik s\u0131n\u0131rl\u0131 art\u0131\u015f g\u00f6sterirken, bu rakam sonras\u0131nda ortaya \u00e7\u0131kan baz etkisiyle y\u0131ll\u0131k veri y\u00fczde 32,87\u2019den 31,07 d\u00fczeyine geriledi. Yurt \u0130\u00e7i \u00dcretici Fiyat Endeksi(Y\u0130-\u00dcFE) taraf\u0131nda ise ayl\u0131k olarak y\u00fczde 0,84 oran\u0131nda art\u0131\u015f g\u00f6r\u00fcl\u00fcrken, y\u0131ll\u0131k data y\u00fczde 27,00\u2019den y\u00fczde 27,23 seviyesine y\u00fckseldi.<\/p>\n<p>Enflasyon verilerin ard\u0131ndan dikkatler; TCMB\u2019nin 11 Aral\u0131k\u2019ta yapaca\u011f\u0131 Para Politikas\u0131 Kurulu(PPK) toplant\u0131s\u0131na \u00e7evrilirken, bu kapsamda d\u00fcn i\u015f bir i\u015fadamlar\u0131 derne\u011finde konu\u015fan Ba\u015fkan Fatih Karahan\u2019\u0131n s\u00f6ylemlerini de dikkatle izledik. Karahan, enflasyonu etkileyen fakt\u00f6rlerin durumunu ele ald\u0131\u011f\u0131 konu\u015fmas\u0131nda: Enflasyon beklentileri iyile\u015ftik\u00e7e kredi ve tahvil faizlerinin geriledi\u011fini, Politika faizindeki gerilemenin piyasa faizlerine yans\u0131makta oldu\u011funu vurgulad\u0131. Karahan\u2019\u0131n: \u2018\u2019Kredi faizleri, enflasyon ve enflasyon beklentilerinden etkilenmektedir. Faiz indirimleri ancak enflasyon kontrol alt\u0131ndayken etkili olabilir\u2019\u2019 \u015feklindeki ifadesi ise, konu\u015fman\u0131n en kritik c\u00fcmlesiydi<\/p>\n<p>Haftan\u0131n ortas\u0131nda, k\u00fcresel tarafta ise; \u00c7in Hizmet PMI verisinin beklentilere paralel a\u00e7\u0131klamas\u0131na kar\u015f\u0131n, Asya ve Avrupa\u2019daki Hizmet PMI datalar\u0131n \u00e7o\u011fu \u00f6ng\u00f6r\u00fclerin \u00fczerinde ger\u00e7ekle\u015fti. Yakla\u015fan Fed\/FOMC kararlar\u0131 a\u00e7\u0131s\u0131ndan dikkatlerin \u00e7evrildi\u011fi ABD taraf\u0131nda ise, ADP Enstit\u00fcs\u00fc\u2019n\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 Kas\u0131m ay\u0131 \u00d6zel Sekt\u00f6r Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisi; 10 Bin ki\u015filik s\u0131n\u0131rl\u0131 istihdam art\u0131\u015f\u0131 beklentisini dahi yakalayamad\u0131 ve 32 Bin ki\u015fi d\u00fczeyinde istihdam azal\u0131\u015f\u0131na i\u015faret etti. Eyl\u00fcl ay\u0131n\u0131n gecikmeli gelen Sanayi \u00dcretimi datas\u0131; tahminlere paralel olarak y\u00fczde 0,1 oran\u0131nda s\u0131n\u0131rl\u0131 artarken, Kapasite Kullan\u0131m Oran\u0131 ise; 75,9\u2019a revize edilen A\u011fustos rakam\u0131na paralel olarak 2021 Eyl\u00fcl ay\u0131ndan bu yana en d\u00fc\u015f\u00fck d\u00fczeyde geldi. S&amp;P Global\u2019in a\u00e7\u0131klad\u0131\u011f\u0131 Hizmet PMI datas\u0131 da; 54,2 ile beklentilerin alt\u0131nda a\u00e7\u0131klan\u0131rken, ISM taraf\u0131ndan duyurulan \u0130malat D\u0131\u015f\u0131 PMI ise; 52,6\u2019l\u0131k de\u011fer ile son 9 ay\u0131n en y\u00fckse\u011finde geldi.<\/p>\n<p>Global haber ak\u0131\u015flar\u0131 taraf\u0131nda; \u00f6nceki ak\u015fam ABD Ba\u015fkan\u0131 Donald Trump\u2019tan gelen yeni Fed Ba\u015fkan\u0131 se\u00e7imine dair a\u00e7\u0131klamalar\u0131n yank\u0131lar\u0131 ile Rusya-Ukrayna sava\u015f\u0131na dair geli\u015fmeleri izledik. Rusya Devlet Ba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Yuri U\u015fakov, d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada: Putin ile ABD temsilcisi Richard Witkoff aras\u0131ndaki g\u00f6r\u00fc\u015fmenin \u201cyararl\u0131, yap\u0131c\u0131 ve anlaml\u0131\u201d ge\u00e7ti\u011fini aktar\u0131rken, ABD ile g\u00f6r\u00fc\u015fmelerin devam\u0131na haz\u0131r olduklar\u0131n\u0131 ve Ukrayna krizine ili\u015fkin \u00e7\u00f6z\u00fcm konusunda yap\u0131lacak m\u00fczakerelerin sessiz y\u00fcr\u00fct\u00fclmesinden yana olduklar\u0131n\u0131 vurgulad\u0131.<\/p>\n<p>Yeni g\u00fcnde \u015fu an i\u00e7in, ABD ve Avrupa\u2019n\u0131n vadeli endeksleri ile Asya borsalar\u0131 b\u00fcy\u00fck oranda pozitif bir g\u00f6r\u00fcnt\u00fc \u00e7iziyor. B\u0130ST100 endeksinin de, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; TCMB ve BDDK\u2019dan gelecek haftal\u0131k Para, Banka ve Menkul K\u0131ymet \u0130statistikleri takip edilecek. \u0130ngiltere\u2019nin Kas\u0131m ay\u0131 \u0130n\u015faat PMI datas\u0131, Euro B\u00f6lgesi\u2019nin Ekim ay\u0131 Perakende Sat\u0131\u015flar\u0131 ve ABD\u2019nin haftal\u0131k \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131n\u0131n izlenece\u011fi k\u00fcresel tarafta ise; RusyaUkrayna bar\u0131\u015f plan\u0131, ticaret sava\u015flar\u0131 ve yakla\u015fan Fed\/FOMC toplant\u0131lar\u0131na y\u00f6nelik beklentiler gibi \u00f6nemli konulara dair geli\u015fmeler de k\u00fcresel fiyatlamalar \u00fczerinde belirleyici olabilir.\u201d<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 4 Aral\u0131k (Hibya) \u2013 Alnus Yat\u0131r\u0131m, T\u00dc\u0130K\u2019in a\u00e7\u0131klad\u0131\u011f\u0131 verilere g\u00f6re; T\u00fcketici Fiyat Endeksi (T\u00dcFE) ayl\u0131k bazda y\u00fczde 0,87\u2019lik s\u0131n\u0131rl\u0131 art\u0131\u015f g\u00f6sterirken, bu rakam\u0131n sonras\u0131nda ortaya \u00e7\u0131kan baz etkisiyle y\u0131ll\u0131k verinin y\u00fczde 32,87\u2019den 31,07 d\u00fczeyine geriledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":15333,"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-15332","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\/15332","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=15332"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15332\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15333"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15332"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15332"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15332"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}