{"id":173131,"date":"2026-10-26T10:15:09","date_gmt":"2026-10-26T07:15:09","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/26\/piyasalarin-gundeminde-enflasyon-beklentileri-ve-kuresel-riskler-var"},"modified":"2026-10-26T10:15:09","modified_gmt":"2026-10-26T07:15:09","slug":"piyasalarin-gundeminde-enflasyon-beklentileri-ve-kuresel-riskler-var","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/26\/piyasalarin-gundeminde-enflasyon-beklentileri-ve-kuresel-riskler-var\/","title":{"rendered":"Piyasalar\u0131n g\u00fcndeminde enflasyon beklentileri ve k\u00fcresel riskler var"},"content":{"rendered":"<p class=\"MsoNormal\">T\u00fcrkiye\u2019nin 2 y\u0131ll\u0131k tahvil faizi 21 baz puan art\u0131\u015fla y\u00fczde 39,83\u2019e, 10 y\u0131ll\u0131k tahvil faizi 16 baz puan y\u00fckseli\u015fle y\u00fczde 35,68\u2019e \u00e7\u0131kt\u0131. Dolar\/TL 49,63-49,77, Euro\/TL ise 55,65-55,95 aral\u0131\u011f\u0131nda hareket ederken T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k dolar bazl\u0131 CDS primi 263,8 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n<p class=\"MsoNormal\">Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek, Uluslararas\u0131 Para Fonu (IMF) taraf\u0131ndan yay\u0131mlanan Mali \u015eeffafl\u0131k De\u011ferlendirmesi\u2019ne ili\u015fkin a\u00e7\u0131klamas\u0131nda, T\u00fcrkiye\u2019nin mali \u015feffafl\u0131k alan\u0131nda Birle\u015fik Krall\u0131k, Finlandiya, \u0130rlanda, Avusturya ve Portekiz\u2019in de aralar\u0131nda bulundu\u011fu yakla\u015f\u0131k 40 \u00fclke aras\u0131nda en \u00fcst s\u0131ralarda yer ald\u0131\u011f\u0131n\u0131 belirtti. \u015eim\u015fek, mali \u015feffafl\u0131\u011f\u0131 daha da art\u0131rmaya y\u00f6nelik yap\u0131sal reform \u00e7al\u0131\u015fmalar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n<p class=\"MsoNormal\">K\u00fcresel piyasalarda ise sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131kt\u0131. ABD\u2019de Dow Jones Endeksi y\u00fczde 1,23 d\u00fc\u015f\u00fc\u015fle 52.215,16 puana, S&amp;P 500 Endeksi y\u00fczde 0,52 kay\u0131pla 7.623,68 puana ve Nasdaq Endeksi y\u00fczde 0,21 azal\u0131\u015fla 25.955,34 puana geriledi. Avrupa borsalar\u0131 da haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131. ABD\u2019de ekim ay\u0131 imalat sekt\u00f6r\u00fc Sat\u0131n Alma Y\u00f6neticileri Endeksi (PMI) 56\u2019ya y\u00fckselirken hizmet sekt\u00f6r\u00fc PMI 58,8\u2019den 57,9\u2019a, bile\u015fik PMI ise 58,4\u2019ten 57,6\u2019ya geriledi. Michigan t\u00fcketici g\u00fcven endeksi de ekim ay\u0131nda 48 olarak a\u00e7\u0131kland\u0131.<\/p>\n<p class=\"MsoNormal\">Jeopolitik geli\u015fmeler de piyasa g\u00fcndemindeki yerini korudu. ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran\u2019\u0131n Washington y\u00f6netimiyle anla\u015fma yapmak istedi\u011fini \u00f6ne s\u00fcrerek Tahran\u2019\u0131n olas\u0131 bir anla\u015fmaya ba\u011fl\u0131 kal\u0131p kalmayaca\u011f\u0131ndan emin olmad\u0131klar\u0131n\u0131 s\u00f6yledi ve \u201c\u0130ran\u2019\u0131 tekrar bombalama ihtimalim var\u201d ifadesini kulland\u0131. Trump ayr\u0131ca Rusya ile Ukrayna aras\u0131nda b\u00f6lgesel bir ate\u015fkesin 27 Ekim\u2019de ba\u015flayaca\u011f\u0131n\u0131 belirtti. \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i ise H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n y\u00f6netiminin b\u00f6lgede de\u011fi\u015fen g\u00fcvenlik ko\u015fullar\u0131 nedeniyle eskisi gibi olmayaca\u011f\u0131n\u0131, ge\u00e7i\u015f g\u00fczerg\u00e2hlar\u0131 ve y\u00f6netim \u015feklinin Umman ile isti\u015fare edilerek yeniden ele al\u0131naca\u011f\u0131n\u0131 bildirdi. \u0130ran y\u00f6netimi, Pakistan arac\u0131l\u0131\u011f\u0131yla ABD\u2019ye deniz ablukas\u0131n\u0131n kald\u0131r\u0131lmas\u0131 kar\u015f\u0131l\u0131\u011f\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n a\u00e7\u0131lmas\u0131n\u0131 \u00f6ng\u00f6ren yeni bir teklif iletildi\u011fi y\u00f6n\u00fcndeki iddialar\u0131 da yalanlad\u0131.<\/p>\n<p class=\"MsoNormal\">ABD y\u00f6netimi, Kanada\u2019dan ithal edilen baz\u0131 \u00fcr\u00fcnlere uygulanan y\u00fczde 50 oran\u0131ndaki ek g\u00fcmr\u00fck vergilerinin kapsam\u0131n\u0131 30 Ekim itibar\u0131yla de\u011fi\u015ftirece\u011fini a\u00e7\u0131klad\u0131. Yeni d\u00fczenlemeyle baz\u0131 makine ve k\u00e2\u011f\u0131t \u00fcr\u00fcnleri vergi kapsam\u0131ndan \u00e7\u0131kar\u0131l\u0131rken belirli vanalar ve hal\u0131lar kapsama dahil edilecek. Ukrayna Devlet Ba\u015fkan\u0131 Volodimir Zelenskiy de Rusya-Ukrayna Sava\u015f\u0131\u2019n\u0131n sona erdirilmesine y\u00f6nelik ABD ve Rusya ile \u00fc\u00e7l\u00fc g\u00f6r\u00fc\u015fmelerin yeniden yap\u0131lmas\u0131 konusunda anla\u015fmaya vard\u0131klar\u0131n\u0131, g\u00f6r\u00fc\u015fmeleri kas\u0131m ay\u0131n\u0131n ilk yar\u0131s\u0131nda ger\u00e7ekle\u015ftirmeyi planlad\u0131klar\u0131n\u0131 ifade etti.<\/p>\n<p class=\"MsoNormal\">Avrupa\u2019da a\u00e7\u0131klanan ekim ay\u0131 PMI verileri b\u00f6lge ekonomilerindeki farkl\u0131la\u015fmay\u0131 ortaya koydu. Almanya\u2019da imalat PMI 54,2\u2019ye y\u00fckselirken hizmet PMI 52,9\u2019dan 51,7\u2019ye, bile\u015fik PMI ise 53,8\u2019den 52,8\u2019e geriledi. \u0130ngiltere\u2019de imalat PMI 51,9\u2019dan 52,8\u2019e, hizmet PMI 52,1\u2019den 53,1\u2019e ve bile\u015fik PMI 52\u2019den 53,1\u2019e y\u00fckseldi. Euro B\u00f6lgesi\u2019nde ise imalat PMI 52,9\u2019dan 52,4\u2019e, hizmet PMI 53\u2019ten 51,7\u2019ye ve bile\u015fik PMI 53,1\u2019den 51,9\u2019a d\u00fc\u015ft\u00fc.<\/p>\n<p class=\"MsoNormal\">Yeni i\u015flem g\u00fcn\u00fcnde Asya piyasalar\u0131 kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sergilerken Dow Jones vadeli endeksi y\u00fczde 0,34 y\u00fckseli\u015f kaydetti. Dolar\/TL 49,76, Euro\/TL 55,86 seviyelerinde i\u015flem g\u00f6rd\u00fc. Dolar endeksi 101,69, Euro\/dolar paritesi 1,1215 seviyesinde bulunurken Brent petrol\u00fcn varil fiyat\u0131 109,93 dolar, alt\u0131n\u0131n ons fiyat\u0131 4.005,94 dolar ve gram alt\u0131n fiyat\u0131 6.409,14 lira olarak kaydedildi. Yurt i\u00e7inde hizmet sekt\u00f6r\u00fc g\u00fcven endeksi, yurt d\u0131\u015f\u0131nda ise Almanya IFO i\u015f ortam\u0131 endeksi g\u00fcn\u00fcn takip edilecek verileri aras\u0131nda yer ald\u0131.<\/p>\n<p class=\"MsoNormal\">T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) Ekim 2026 tarihli Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019nde enflasyon, d\u00f6viz kuru ve b\u00fcy\u00fcmeye ili\u015fkin beklentiler de \u00f6ne \u00e7\u0131kt\u0131. Ankete g\u00f6re, eyl\u00fclde y\u00fczde 1,84 artan t\u00fcketici fiyatlar\u0131n\u0131n ekimde y\u00fczde 2,11, kas\u0131mda y\u00fczde 1,18 y\u00fckselmesi bekleniyor. Y\u0131l sonu enflasyon beklentisi y\u00fczde 29,63, 2027 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 olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcrken cari a\u00e7\u0131\u011f\u0131n 2026 sonunda 48,5 milyar dolar, 2027 sonunda 43,8 milyar dolar d\u00fczeyinde ger\u00e7ekle\u015fmesi bekleniyor. Ekonomik b\u00fcy\u00fcme tahmini 2026 i\u00e7in y\u00fczde 2,9, 2027 i\u00e7in y\u00fczde 3,9 olurken TCMB politika faizinin ilk toplant\u0131da y\u00fczde 36\u2019ya, 2026 sonunda ise y\u00fczde 35\u2019e gerileyece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n<p class=\"MsoNormal\">BMD Menkul\u2019\u00fcn 26 Ekim 2026 tarihli teknik takip listesinde ise Medical Park (MPARK), Escort Teknoloji (ESCOM) ve Atakp\u0131nar G\u0131da (ATAKP) hisseleri yer ald\u0131.<\/p>\n<p class=\"MsoNormal\">\u00a0<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 26 Ekim (Hibya)- BMD Menkul\u2019\u00fcn piyasalar analizine g\u00f6re BIST 100 Endeksi, haftan\u0131n son i\u015flem g\u00fcn\u00fcne y\u00fczde 0,12 y\u00fckseli\u015fle 11.234,39 puandan ba\u015flamas\u0131na ra\u011fmen g\u00fcn i\u00e7inde sat\u0131\u015f bask\u0131s\u0131yla 10.707,18 puana kadar geriledi. Endeks, g\u00fcn\u00fc y\u00fczde 0,92 d\u00fc\u015f\u00fc\u015fle 11.116,99 puandan tamamlad\u0131. Bankac\u0131l\u0131k Endeksi y\u00fczde 1,58, S\u0131nai Endeks ise y\u00fczde 1,69 de\u011fer kaybetti. <\/p>\n","protected":false},"author":1,"featured_media":173132,"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-173131","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\/173131","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=173131"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/173131\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/173132"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=173131"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=173131"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=173131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}