{"id":171679,"date":"2026-10-22T19:00:07","date_gmt":"2026-10-22T16:00:07","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/22\/enflasyon-beklentileri-yakindan-izleniyor"},"modified":"2026-10-22T19:00:07","modified_gmt":"2026-10-22T16:00:07","slug":"enflasyon-beklentileri-yakindan-izleniyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/22\/enflasyon-beklentileri-yakindan-izleniyor\/","title":{"rendered":"Enflasyon beklentileri yak\u0131ndan izleniyor"},"content":{"rendered":"<p data-pm-slice=\"1 1 []\">T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB), 22 Ekim tarihli Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131nda politika faizini 100 baz puan indirerek y\u00fczde 37\u2019den y\u00fczde 36\u2019ya d\u00fc\u015f\u00fcrd\u00fc. Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re karar, piyasa beklentileriyle uyumlu ger\u00e7ekle\u015fti.<\/p>\n<p>TCMB, gecelik bor\u00e7 verme faizini y\u00fczde 40\u2019tan y\u00fczde 39\u2019a, gecelik bor\u00e7lanma faizini ise y\u00fczde 35,5\u2019ten y\u00fczde 34,5\u2019e indirdi. B\u00f6ylece eyl\u00fcl ay\u0131nda sabit tutulan \u00fc\u00e7 faiz oran\u0131nda da indirime gidildi.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde, TCMB\u2019nin karar metninde enflasyonun ana e\u011filimindeki gerilemenin teyit edildi\u011fine y\u00f6nelik ifadeye dikkat \u00e7ekildi. \u00d6nceki metinde enflasyon ger\u00e7ekle\u015fmeleri ve \u00f6nc\u00fc g\u00f6stergelerin gerilemeye i\u015faret etti\u011fi belirtilirken, yeni metinde bu gerilemenin teyit edildi\u011fi ifade edildi.<\/p>\n<p>Karar metninde, i\u00e7 talepteki zay\u0131f seyrin s\u00fcrd\u00fc\u011f\u00fc ve arz \u015foklar\u0131n\u0131n yurt i\u00e7i fiyatlara yans\u0131mas\u0131n\u0131n s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 belirtildi.<\/p>\n<p>TCMB, faiz indirimlerinin b\u00fcy\u00fckl\u00fc\u011f\u00fc ve zamanlamas\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne g\u00f6re, toplant\u0131 baz\u0131nda ve ihtiyatl\u0131 bir yakla\u015f\u0131mla belirlenece\u011fi mesaj\u0131n\u0131 da verdi. Enflasyon g\u00f6r\u00fcn\u00fcm\u00fcnde belirgin ve kal\u0131c\u0131 bir bozulma ya\u015fanmas\u0131 durumunda para politikas\u0131n\u0131n s\u0131k\u0131la\u015ft\u0131r\u0131labilece\u011fine ili\u015fkin ifade korundu.<\/p>\n<p>Eyl\u00fcl ay\u0131nda t\u00fcketici fiyatlar\u0131 ayl\u0131k y\u00fczde 1,84 artarken y\u0131ll\u0131k enflasyon y\u00fczde 31,51\u2019den y\u00fczde 29,73\u2019e geriledi.<\/p>\n<p>Ekim ay\u0131 Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019nde y\u0131l sonu enflasyon beklentisi y\u00fczde 29,63 ile \u00f6nceki aya yak\u0131n seyretti. 12 ay sonras\u0131 enflasyon beklentisi ise y\u00fczde 23,70\u2019ten y\u00fczde 23,89\u2019a y\u00fckseldi.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m, ger\u00e7ekle\u015fen enflasyondaki gerilemenin beklentilere ayn\u0131 \u00f6l\u00e7\u00fcde yans\u0131mad\u0131\u011f\u0131na dikkat \u00e7ekti.<\/p>\n<p>Faiz karar\u0131 \u00f6ncesinde yakla\u015f\u0131k y\u00fczde 0,55 d\u00fc\u015f\u00fc\u015fle i\u015flem g\u00f6ren BIST 100 endeksinde, karar\u0131n ard\u0131ndan kay\u0131plar artt\u0131. Endeks, saat 17.00 itibar\u0131yla y\u00fczde 2,3 d\u00fc\u015f\u00fc\u015fle 11.311 puan seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n<p>TCMB\u2019nin karar metninde jeopolitik gerilimlerin devam etti\u011fi ve y\u00fcksek enerji fiyatlar\u0131n\u0131n enflasyon \u00fczerindeki yukar\u0131 y\u00f6nl\u00fc risklerini korudu\u011fu belirtildi. Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde faiz kararlar\u0131nda enflasyonun ana e\u011filimi, beklentiler ve enerji fiyatlar\u0131ndaki geli\u015fmeler belirleyici olacak.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 22 Ekim (Hibya) &#8211; T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB), 22 Ekim tarihli Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131nda politika faizini 100 baz puan indirerek y\u00fczde 37\u2019den y\u00fczde 36\u2019ya d\u00fc\u015f\u00fcrd\u00fc. <\/p>\n","protected":false},"author":1,"featured_media":171680,"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-171679","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\/171679","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=171679"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/171679\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/171680"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=171679"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=171679"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=171679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}