{"id":171269,"date":"2026-10-22T10:15:03","date_gmt":"2026-10-22T07:15:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/22\/bist-100-yuzde-187-geriledi-piyasalarin-odaginda-tcmb-karari-var"},"modified":"2026-10-22T10:15:03","modified_gmt":"2026-10-22T07:15:03","slug":"bist-100-yuzde-187-geriledi-piyasalarin-odaginda-tcmb-karari-var","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/22\/bist-100-yuzde-187-geriledi-piyasalarin-odaginda-tcmb-karari-var\/","title":{"rendered":"BIST 100 y\u00fczde 1,87 geriledi, piyasalar\u0131n oda\u011f\u0131nda TCMB karar\u0131 var"},"content":{"rendered":"

BMD Ara\u015ft\u0131rma\u2019n\u0131n analizine g\u00f6re, Borsa \u0130stanbul 100 endeksi g\u00fcne y\u00fczde 0,55 d\u00fc\u015f\u00fc\u015fle 11.733,26 puandan ba\u015flad\u0131. G\u00fcn boyunca sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyreden endeks, 11.565,56 puana kadar geriledikten sonra g\u00fcn\u00fc y\u00fczde 1,87 kay\u0131pla 11.577,12 puandan tamamlad\u0131. Bankac\u0131l\u0131k endeksi y\u00fczde 1,38, s\u0131nai endeks ise y\u00fczde 2,75 de\u011fer kaybetti. Tahvil piyasas\u0131nda iki y\u0131ll\u0131k g\u00f6sterge tahvil faizi 5 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 39,49\u2019a gerilerken 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi y\u00fczde 35,55 seviyesinde sabit kald\u0131. Dolar\/TL 49,55-49,61, Euro\/TL ise 55,66-55,80 aral\u0131\u011f\u0131nda hareket etti. T\u00fcrkiye\u2019nin dolar cinsinden be\u015f y\u0131ll\u0131k kredi risk primi (CDS) 250,9 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n

Analizde, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 ekim ay\u0131 kapasite kullan\u0131m oran\u0131 ve reel kesim g\u00fcven endeksi verilerine de yer verildi. \u0130malat sanayisinde mevsimsel etkilerden ar\u0131nd\u0131r\u0131lmam\u0131\u015f kapasite kullan\u0131m oran\u0131 ayl\u0131k 0,3 puan artarak y\u00fczde 74,5\u2019e y\u00fckseldi. Mevsimsel etkilerden ar\u0131nd\u0131r\u0131lm\u0131\u015f kapasite kullan\u0131m oran\u0131 ise 0,2 puan art\u0131\u015fla y\u00fczde 74,3 oldu. Mevsimsellikten ar\u0131nd\u0131r\u0131lmam\u0131\u015f reel kesim g\u00fcven endeksi 2,2 puan azalarak 99,8\u2019e gerilerken mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f endeks 1,4 puan d\u00fc\u015f\u00fc\u015fle 101,1 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n

Yurt i\u00e7indeki siyasi ve ekonomik geli\u015fmeler kapsam\u0131nda, TBMM Genel Kurulunda tasfiyesine karar verilen baz\u0131 yat\u0131r\u0131m fonlar\u0131na ili\u015fkin kanun teklifinin birinci b\u00f6l\u00fcm\u00fcndeki be\u015f madde kabul edildi. Kabul edilen \u00f6nergeyle, 17 Eyl\u00fcl 2026 ve \u00f6ncesinde T\u00fcrkiye Elektronik Fon Al\u0131m Sat\u0131m Platformu\u2019na (TEFAS) iletilmesine ra\u011fmen ger\u00e7ekle\u015ftirilemeyen talimatlar nedeniyle kat\u0131lma paylar\u0131 bloke edilen yat\u0131r\u0131mc\u0131lar\u0131n da fon tasfiye h\u00fck\u00fcmlerine tabi olmas\u0131 \u00f6ng\u00f6r\u00fcld\u00fc. Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan, yasa teklifinin y\u00fcr\u00fcrl\u00fc\u011fe girmesinin ard\u0131ndan fon tasfiye s\u00fcrecindeki \u00f6deme i\u015flemlerinin h\u0131zlanaca\u011f\u0131n\u0131 belirtti.<\/p>\n

Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Cevdet Y\u0131lmaz da 2026 sonunda y\u00fczde 28,4 olarak tahmin edilen t\u00fcketici enflasyonunun 2027 sonunda y\u00fczde 21\u2019e gerilemesini hedeflediklerini a\u00e7\u0131klad\u0131. Y\u0131lmaz, Orta Do\u011fu\u2019daki sava\u015ftan kaynaklanan geli\u015fmelerin enflasyon ger\u00e7ekle\u015fmeleri \u00fczerinde yakla\u015f\u0131k 7 puanl\u0131k yukar\u0131 y\u00f6nl\u00fc etkisi olabilece\u011finin hesapland\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n

K\u00fcresel piyasalarda ABD borsalar\u0131 \u00f6nceki i\u015flem g\u00fcn\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131. Dow Jones endeksi y\u00fczde 0,69 art\u0131\u015fla 52.856,09 puana, S&P 500 endeksi y\u00fczde 0,58 y\u00fckseli\u015fle 7.757,17 puana, Nasdaq endeksi ise y\u00fczde 1,05 kazan\u00e7la 26.702,86 puana ula\u015ft\u0131. Avrupa borsalar\u0131 da g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131. ABD\u2019de 16 Ekim\u2019de sona eren haftada mortgage ba\u015fvurular\u0131 \u00f6nceki haftaya g\u00f6re y\u00fczde 5,3 azal\u0131rken 30 y\u0131l vadeli mortgage kredilerinde ortalama faiz oran\u0131 y\u00fczde 7,50\u2019den y\u00fczde 7,41\u2019e geriledi.<\/p>\n

Analizde, Rusya-Ukrayna Sava\u015f\u0131\u2019na ili\u015fkin diplomatik geli\u015fmelerin de k\u00fcresel piyasalar a\u00e7\u0131s\u0131ndan takip edildi\u011fi belirtildi. ABD Ba\u015fkan\u0131 Donald Trump, Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin ile g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ve anla\u015fmaya daha \u00f6nce hi\u00e7 olmad\u0131\u011f\u0131 kadar yak\u0131n olduklar\u0131n\u0131 s\u00f6yledi. Rusya da ABD arabuluculu\u011funda y\u00fcr\u00fct\u00fclen bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin gelecek ay yeniden ba\u015flamas\u0131 konusunda anla\u015fmaya var\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Avrupa taraf\u0131nda ise \u0130ngiltere\u2019de y\u0131ll\u0131k enflasyonun a\u011fustostaki y\u00fczde 3,1 seviyesinden eyl\u00fclde y\u00fczde 3,5\u2019e y\u00fckselmesi dikkat \u00e7ekti. Avrupa Merkez Bankas\u0131 Y\u00f6netim Kurulu \u00dcyesi Martins Kazaks, t\u00fcketici fiyatlar\u0131ndaki art\u0131\u015f\u0131n y\u00fcksek seviyelerde kalmas\u0131 halinde faiz oranlar\u0131n\u0131n daha da y\u00fckseltilmesinin gerekebilece\u011fini belirtti.<\/p>\n

Yeni i\u015flem g\u00fcn\u00fcnde Asya piyasalar\u0131nda negatif bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131karken Dow Jones vadeli endeksi y\u00fczde 0,51 ekside i\u015flem g\u00f6rd\u00fc. Sabah saatlerinde dolar\/TL 49,63, Euro\/TL 55,93 seviyesinde bulunurken dolar endeksi 101,53, Euro\/dolar paritesi 1,1245 seviyesinde seyretti. Brent petrol\u00fcn varil fiyat\u0131 111,73 dolar, ons alt\u0131n 4.093,13 dolar, gram alt\u0131n ise 6.530,08 TL seviyesinde i\u015flem g\u00f6rd\u00fc. BMD Ara\u015ft\u0131rma, g\u00fcn\u00fcn yurt i\u00e7indeki en \u00f6nemli g\u00fcndem maddesinin TCMB faiz karar\u0131, yurt d\u0131\u015f\u0131nda ise ABD haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 oldu\u011funu belirtti.<\/p>\n

TCMB\u2019nin ekim ay\u0131 piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketine g\u00f6re, t\u00fcketici fiyat endeksinin ekimde y\u00fczde 2,11, kas\u0131mda y\u00fczde 1,18 artmas\u0131 bekleniyor. Ankette 2026 y\u0131l sonu enflasyon beklentisi y\u00fczde 29,63, 2027 y\u0131l sonu beklentisi ise y\u00fczde 23,33 olarak a\u00e7\u0131kland\u0131. Dolar\/TL kurunun 2026 sonunda 51,55, 12 ay sonras\u0131nda 59,26 seviyesinde ger\u00e7ekle\u015fmesi \u00f6ng\u00f6r\u00fcld\u00fc. Cari i\u015flemler a\u00e7\u0131\u011f\u0131n\u0131n 2026 sonunda 48,5 milyar dolar, 2027 sonunda 43,8 milyar dolar olmas\u0131 beklenirken ekonomik b\u00fcy\u00fcme tahminleri 2026 i\u00e7in y\u00fczde 2,9, 2027 i\u00e7in y\u00fczde 3,9 olarak kaydedildi. Ankette TCMB\u2019nin ilk toplant\u0131daki haftal\u0131k repo faizine ili\u015fkin beklenti y\u00fczde 36, y\u0131l sonu beklentisi ise y\u00fczde 35 oldu.<\/p>\n

BMD Ara\u015ft\u0131rma\u2019n\u0131n 22 Ekim 2026 tarihli teknik takip listesinde EREGL, ENJSA, PLTUR, TEZOL ve LKMNH hisseleri yer ald\u0131.<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 22 Ekim (Hibya)- BMD Ara\u015ft\u0131rma\u2019n\u0131n piyasa analizine g\u00f6re, BIST 100 endeksi g\u00fcn\u00fc y\u00fczde 1,87 d\u00fc\u015f\u00fc\u015fle 11.577,12 puandan tamamlarken k\u00fcresel piyasalarda jeopolitik geli\u015fmeler ve enerji fiyatlar\u0131 izleniyor. Yurt i\u00e7inde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) faiz karar\u0131, ABD\u2019de ise haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 piyasalar\u0131n g\u00fcndeminde bulunuyor. TCMB\u2019nin ekim ay\u0131 piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketinde sonu enflasyon beklentisi y\u00fczde 29,63, dolar TL beklentisi ise 51,55 olarak kaydedildi.<\/p>\n","protected":false},"author":1,"featured_media":171270,"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-171269","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\/171269","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=171269"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/171269\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/171270"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=171269"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=171269"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=171269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}