Kurumun de\u011ferlendirmesine g\u00f6re, ABD-\u0130ran hatt\u0131ndaki gerilim ve H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki arz belirsizli\u011fi Brent petrol fiyatlar\u0131n\u0131n 100 dolar seviyesine yak\u0131n seyretmesine neden olurken, petrol fiyatlar\u0131ndaki y\u00fckseli\u015f tahvil piyasalar\u0131na da yans\u0131d\u0131. Bu durum k\u00fcresel faizlerde yukar\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n belirginle\u015fmesine yol a\u00e7t\u0131.<\/p>\n
GCM Yat\u0131r\u0131m, enerji fiyatlar\u0131ndaki geli\u015fmelerin enflasyonla m\u00fccadele eden merkez bankalar\u0131n\u0131n para politikas\u0131 kararlar\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131n\u0131 ifade etti. Ekim ay\u0131nda ABD’de a\u00e7\u0131klanacak istihdam ve enflasyon verilerinin Fed’in para politikas\u0131na ili\u015fkin beklentiler a\u00e7\u0131s\u0131ndan takip edilece\u011fi belirtilirken, Fed’in 28 Ekim’de faiz karar\u0131n\u0131 a\u00e7\u0131klayaca\u011f\u0131, Avrupa Merkez Bankas\u0131’n\u0131n ise 29 Ekim’de toplanaca\u011f\u0131 aktar\u0131ld\u0131. Japonya Merkez Bankas\u0131’n\u0131n 30 Ekim’deki mesajlar\u0131n\u0131n da yen, Dolar Endeksi ve k\u00fcresel kur fiyatlamalar\u0131 a\u00e7\u0131s\u0131ndan izlenece\u011fi kaydedildi.<\/p>\n
De\u011ferlendirmede, 30 Eyl\u00fcl tarihli swap piyasas\u0131 fiyatlamalar\u0131n\u0131n ekim ay\u0131nda \u00f6nemli merkez bankalar\u0131ndan faiz de\u011fi\u015fikli\u011fi beklenmedi\u011fine i\u015faret etti\u011fi belirtildi. Buna g\u00f6re BoE’nin kas\u0131m toplant\u0131s\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 yapaca\u011f\u0131 beklentisi y\u00fczde 86 seviyesinde bulunurken, Fed, ECB ve BoJ i\u00e7in aral\u0131k toplant\u0131lar\u0131ndaki faiz art\u0131\u015f\u0131 beklentilerinin s\u0131ras\u0131yla y\u00fczde 84, y\u00fczde 92 ve y\u00fczde 79 oldu\u011fu ifade edildi.<\/p>\n
T\u00fcrkiye taraf\u0131nda y\u00fcksek enerji fiyatlar\u0131n\u0131n maliyet bask\u0131s\u0131 olu\u015fturdu\u011funa dikkat \u00e7eken GCM Yat\u0131r\u0131m, bunun dezenflasyon s\u00fcreci ve para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
TCMB’nin 17 Eyl\u00fcl’de yay\u0131mlad\u0131\u011f\u0131 Para Politikas\u0131 Kurulu toplant\u0131 \u00f6zetinde de jeopolitik geli\u015fmeler nedeniyle enerji fiyatlar\u0131n\u0131n y\u00fcksek ve oynak seyretti\u011fi, enerji arz\u0131, tedarik zincirleri ve ta\u015f\u0131ma maliyetlerine ili\u015fkin belirsizliklerin enflasyon a\u00e7\u0131s\u0131ndan yukar\u0131 y\u00f6nl\u00fc risk olu\u015fturdu\u011fu hat\u0131rlat\u0131ld\u0131.<\/p>\n
TCMB’nin 10 Eyl\u00fcl’deki toplant\u0131da politika faizini y\u00fczde 37 seviyesinde sabit tuttu\u011funa i\u015faret edilen de\u011ferlendirmede, petrol fiyatlar\u0131n\u0131n y\u00fcksek seviyelerde kal\u0131c\u0131 olmas\u0131 halinde bunun hem enflasyon g\u00f6r\u00fcn\u00fcm\u00fc hem de Merkez Bankas\u0131’n\u0131n faiz indirim alan\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yaca\u011f\u0131 ifade edildi.<\/p>\n
Ekim ay\u0131nda yurt i\u00e7i piyasalarda eyl\u00fcl ay\u0131 enflasyon verisinin yan\u0131 s\u0131ra kredi notu ve g\u00f6r\u00fcn\u00fcm de\u011ferlendirmeleri ile 22 Ekim’deki TCMB Para Politikas\u0131 Kurulu toplant\u0131s\u0131n\u0131n takip edilece\u011fi belirtildi.<\/p>\n
GCM Yat\u0131r\u0131m, Borsa \u0130stanbul’da k\u00fcresel faizlerin y\u00fcksek seyri, enerji maliyetlerindeki art\u0131\u015f ve fon piyasas\u0131na y\u00f6nelik d\u00fczenlemelerin birlikte fiyatland\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
SPK’n\u0131n 17 Eyl\u00fcl tarihli kararlar\u0131 kapsam\u0131nda 7 portf\u00f6y y\u00f6netim \u015firketine ait 131 fonun tasfiye s\u00fcrecine al\u0131nd\u0131\u011f\u0131 ve bu fonlarda yakla\u015f\u0131k 456 bin yat\u0131r\u0131mc\u0131n\u0131n bulundu\u011fu belirtilen de\u011ferlendirmede, s\u00f6z konusu s\u00fcrecin k\u0131sa vadede piyasan\u0131n likidite ve risk i\u015ftah\u0131 a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenece\u011fi kaydedildi.<\/p>\n
Ayr\u0131ca 1 Ekim itibar\u0131yla BIST 100 endeksindeki 27 \u015firketin de\u011fi\u015fece\u011fi hat\u0131rlat\u0131larak, endeks kompozisyonundaki de\u011fi\u015fimin yat\u0131r\u0131mc\u0131 davran\u0131\u015flar\u0131 ve i\u015flem hacimleri \u00fczerindeki etkisinin takip edilece\u011fi ifade edildi.<\/p>\n
GCM Yat\u0131r\u0131m, ekim ay\u0131nda Borsa \u0130stanbul a\u00e7\u0131s\u0131ndan petrol fiyatlar\u0131 ve faiz beklentilerinin yan\u0131 s\u0131ra yurt i\u00e7indeki enflasyon g\u00f6r\u00fcn\u00fcm\u00fc, TCMB’nin para politikas\u0131, kredi notu de\u011ferlendirmesi, fon piyasas\u0131na ili\u015fkin hukuki s\u00fcrecin seyri, yat\u0131r\u0131mc\u0131lar\u0131n durumuna y\u00f6nelik olas\u0131 ad\u0131mlar ve \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7o d\u00f6neminin \u00f6ne \u00e7\u0131kaca\u011f\u0131n\u0131 belirtti.<\/p>\n
GCM Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, y\u0131l\u0131n son \u00e7eyre\u011finde dezenflasyon s\u00fcrecinin devaml\u0131l\u0131\u011f\u0131 ile enerji fiyatlar\u0131ndaki y\u00fckseli\u015ften kaynaklanan risklerin birlikte izlenmesi gerekti\u011fi ifade edildi.<\/p>\n
A\u011fustos 2026 itibar\u0131yla y\u0131ll\u0131k man\u015fet enflasyonun y\u00fczde 31,5, \u00e7ekirdek enflasyonun ise y\u00fczde 30,1 seviyesinde bulundu\u011fu belirtilirken, hizmet enflasyonunun y\u00fczde 40,3, enerji enflasyonunun y\u00fczde 39,2 ve g\u0131da enflasyonunun y\u00fczde 33,8 oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
De\u011ferlendirmede, hizmet fiyatlar\u0131ndaki kat\u0131l\u0131k ve enerji fiyatlar\u0131ndaki oynakl\u0131\u011f\u0131n enflasyonun \u00f6n\u00fcm\u00fczdeki d\u00f6nemdeki seyrinde \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 kaydedildi.<\/p>\n
Eyl\u00fcl ay\u0131 enflasyon verisinin de y\u0131l\u0131n son \u00e7eyre\u011fi a\u00e7\u0131s\u0131ndan \u00f6nemli bir g\u00f6sterge olaca\u011f\u0131 belirtilirken, ge\u00e7en y\u0131l eyl\u00fcl ay\u0131nda ayl\u0131k T\u00dcFE’nin y\u00fczde 3,23 artt\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. G\u00fcncel piyasa anketlerine g\u00f6re Eyl\u00fcl 2026 i\u00e7in ayl\u0131k enflasyon beklentilerinin y\u00fczde 2,12 ile y\u00fczde 2,21 aras\u0131nda oldu\u011fu ifade edildi.<\/p>\n
Bu beklentilerin ger\u00e7ekle\u015fmesi halinde y\u0131ll\u0131k enflasyonun a\u011fustos ay\u0131ndaki y\u00fczde 31,51 seviyesinden yakla\u015f\u0131k y\u00fczde 30,1-30,3 aral\u0131\u011f\u0131na gerileyebilece\u011fi \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
GCM Yat\u0131r\u0131m, y\u0131ll\u0131k enflasyondaki olas\u0131 gerilemenin yan\u0131 s\u0131ra \u00e7ekirdek enflasyon, hizmet fiyatlar\u0131, g\u0131da ve enerji kalemlerindeki geli\u015fmelerin de takip edilmesi gerekti\u011fini belirtti.<\/p>\n
<\/strong> \u0130stanbul, 1 Ekim (Hibya) – GCM Yat\u0131r\u0131m, ekim ay\u0131nda k\u00fcresel piyasalar\u0131n g\u00fcndeminde jeopolitik geli\u015fmeler, enerji fiyatlar\u0131, enflasyon beklentileri ve merkez bankalar\u0131n\u0131n faiz kararlar\u0131n\u0131n \u00f6ne \u00e7\u0131kaca\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":159979,"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-159978","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\/159978","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=159978"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/159978\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/159979"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=159978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=159978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=159978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"