{"id":16338,"date":"2025-12-05T18:45:13","date_gmt":"2025-12-05T15:45:13","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/05\/bmd-arastirmanin-haftalik-degerlendirmesi"},"modified":"2025-12-05T18:45:13","modified_gmt":"2025-12-05T15:45:13","slug":"bmd-arastirmanin-haftalik-degerlendirmesi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/05\/bmd-arastirmanin-haftalik-degerlendirmesi\/","title":{"rendered":"BMD Ara\u015ft\u0131rma’n\u0131n haftal\u0131k de\u011ferlendirmesi"},"content":{"rendered":"

BMD Ara\u015ft\u0131rma'n\u0131n de\u011ferlendirmesinde, geride b\u0131rak\u0131lan haftada yurt i\u00e7inde b\u00fcy\u00fcme ve enflasyon verileri \u00f6n plana \u00e7\u0131karken yurt d\u0131\u015f\u0131nda Euro B\u00f6lgesi\u2019nde b\u00fcy\u00fcme ve enflasyon verilerinin takip edildi\u011fi belirtildi.<\/p>\n

De\u011ferlendirmede \u015fu ifadelere yer verildi:<\/p>\n

“Geride b\u0131rakt\u0131\u011f\u0131m\u0131z haftada yurt i\u00e7inde b\u00fcy\u00fcme ve enflasyon verileri \u00f6n plana \u00e7\u0131karken yurt d\u0131\u015f\u0131nda Euro B\u00f6lgesi\u2019nde b\u00fcy\u00fcme ve enflasyon verileri takip edildi.<\/p>\n

Euro B\u00f6lgesi\u2019nde t\u00fcketici fiyat endeksi, Kas\u0131m ay\u0131nda ayl\u0131k y\u00fczde 0,3 azal\u0131rken Ekim ay\u0131nda y\u00fczde 2,1 olan y\u0131ll\u0131k enflasyon, Kas\u0131m ay\u0131nda y\u00fczde 2,2\u2019ye y\u00fckseldi. K\u00fcresel piyasalarda hafta i\u00e7inde kar\u0131\u015f\u0131k bir seyir izlendi.<\/p>\n

T\u00fcrkiye ekonomisi, y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 3,7 b\u00fcy\u00fcd\u00fc. T\u00fcketici fiyat endeksi, Kas\u0131m ay\u0131nda beklentilerin alt\u0131nda ayl\u0131k y\u00fczde 0,87 artt\u0131. Ekim ay\u0131nda y\u00fczde 32,87 olan y\u0131ll\u0131k enflasyon, Kas\u0131m ay\u0131nda y\u00fczde 31,07\u2019ye geriledi. Y\u0131ll\u0131k \u00e7ekirdek enflasyon ise y\u00fczde 31,65 oldu. Yurt i\u00e7i \u00fcretici fiyat endeksi (Y\u0130-\u00dcFE), Kas\u0131m ay\u0131nda ayl\u0131k y\u00fczde 0,84 ve y\u0131ll\u0131k y\u00fczde 27,23 art\u0131\u015f g\u00f6sterdi. Haftaya yatay ba\u015flayan B\u0130ST100 Endeksi, haftan\u0131n ilk yar\u0131s\u0131nda al\u0131c\u0131l\u0131 bir seyir izleyerek 11.201,69 seviyesine kadar y\u00fckseldi. Bu seviyeden gelen sat\u0131\u015flar\u0131n etkisiyle kazan\u00e7lar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri veren Endeks, y\u00fczde 1 kazan\u00e7la 11.007,37 puandan haftay\u0131 tamamlad\u0131. Hafta i\u00e7erisinde 42,30\u2019lu seviyelere kadar gerileyen Dolar\/TL, bug\u00fcn 42,5464 ile zirvesini yenilerken Euro\/TL, hafta i\u00e7inde 49,7091 ile rekor k\u0131rd\u0131.<\/p>\n

Yurt d\u0131\u015f\u0131 yerle\u015fik yat\u0131r\u0131mc\u0131lar, 21-28 Kas\u0131m 2025 haftas\u0131nda reel olarak (fiyat ve kur etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f) 9,2 milyon dolar hisse senedi sat\u0131\u015f\u0131, 594,5 milyon dolar Devlet \u0130\u00e7 Bor\u00e7lanma Senedi (D\u0130BS-Kesin Al\u0131m) al\u0131m\u0131 ve 0,2 milyon dolar \u00d6zel Sekt\u00f6r Tahvil al\u0131m\u0131 ger\u00e7ekle\u015ftirdi. Ayn\u0131 haftada yurt i\u00e7inde yerle\u015fik ger\u00e7ek ki\u015filerin d\u00f6viz mevduat\u0131 1.658 milyon dolar artarak 135.328 milyon dolara ve t\u00fczel ki\u015filerin d\u00f6viz mevduat\u0131 607 milyon dolar artarak 77.781 milyon dolara y\u00fckseldi. Kur korumal\u0131 mevduat (KKM) hesaplar\u0131 133 milyon dolar azalarak 399 milyon dolar (17 milyar TL) olarak ger\u00e7ekle\u015fti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131 250 s\u0131n\u0131r\u0131n\u0131n alt\u0131nda kalmaya devam etti.”<\/p>\n

De\u011ferlendirmede ayr\u0131ca uzun vade d\u00f6nemine ili\u015fkin \u015fu bilgiler aktar\u0131ld\u0131:<\/p>\n

“TCMB, 2025 y\u0131l\u0131n\u0131n ilk iki toplant\u0131s\u0131nda politika faizini 250\u2019\u015fer baz puan indirerek y\u00fczde 42,50 seviyesine \u00e7ekti. TCMB politika faizini, 17 Nisan tarihli toplant\u0131s\u0131nda 350 baz puan art\u0131rarak y\u00fczde 46,00 seviyesine y\u00fckseltirken 19 Haziran toplant\u0131s\u0131nda de\u011fi\u015ftirmeyerek y\u00fczde 46 seviyesinde sabit b\u0131rakt\u0131. 24 Temmuz tarihli toplant\u0131da ise 300 baz puan, 11 Eyl\u00fcl tarihli toplant\u0131da 250 baz puan ve 23 Ekim tarihli toplant\u0131da 100 baz puan indirerek y\u00fczde 39,50\u2019ye d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n

Kas\u0131m 2025 tarihli TCMB piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketine g\u00f6re; Kas\u0131m ay\u0131nda y\u00fczde 0,87 artan T\u00dcFE\u2019nin Aral\u0131k ay\u0131nda y\u00fczde 1,16, 2025 sonunda y\u00fczde 32,20 ve 2026 sonunda y\u00fczde 23,21 artmas\u0131 beklenmektedir. Yine ayn\u0131 ankette Dolar\/TL\u2019nin 2025 sonunda 43,42 ve 12 ay sonras\u0131nda ise 50,62 olmas\u0131 \u00f6ng\u00f6r\u00fclmektedir. Cari dengenin 2025 sonunda 20,9 milyar dolar, 2026 sonunda ise 24,3 milyar dolar a\u00e7\u0131k vermesi beklenmektedir. GSYH b\u00fcy\u00fcmesinin 2025 ve 2026\u2019da s\u0131ras\u0131yla y\u00fczde 3,4 ve y\u00fczde 3,8 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fclmektedir. TCMB haftal\u0131k repo faizinin 2025 y\u0131l sonunda y\u00fczde 38,28 ve 2026 y\u0131l sonunda ise y\u00fczde 27,78 olmas\u0131 beklenmektedir.”<\/p>\n

<\/strong>
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 5 Aral\u0131k (Hibya) – BMD Ara\u015ft\u0131rma, geride b\u0131rak\u0131lan haftada yurt i\u00e7inde b\u00fcy\u00fcme ve enflasyon verileri \u00f6n plana \u00e7\u0131karken yurt d\u0131\u015f\u0131nda Euro B\u00f6lgesi\u2019nde b\u00fcy\u00fcme ve enflasyon verilerinin takip edildi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":16339,"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-16338","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\/16338","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=16338"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/16338\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/16339"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=16338"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=16338"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=16338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}