Marba\u015f Menkul\u2019\u00fcn raporunda, TCMB\u2019nin faiz karar\u0131n\u0131n \u201cherkesin ortas\u0131n\u0131 bulma oda\u011f\u0131yla\u201d 150 baz puanl\u0131k indirim \u015feklinde ger\u00e7ekle\u015fti\u011fi belirtilirken, \u00f6n\u00fcm\u00fczdeki y\u0131l\u0131n y\u00fczde 26-28 aral\u0131\u011f\u0131nda bir faiz d\u00fczeyiyle kapat\u0131labilece\u011fi aktar\u0131ld\u0131. Raporda \u015fu bilgiler verildi:<\/p>\n
\u201cYeniden de\u011ferleme oran\u0131 taraf\u0131nda bekledi\u011fimiz gibi dezenflasyonu destekleyici \u015fekilde aksiyon al\u0131nd\u0131. Vatanda\u015f\u0131n lehine olacak oranlar y\u00fczde 25,49 kamu lehine olacak oranlar ise y\u00fczde 19 oran\u0131nda art\u0131r\u0131lacak. Bu durumda enflasyona nemli \u00f6l\u00e7\u00fctte katk\u0131s\u0131 olacakt\u0131r. ila\u00e7 sekt\u00f6r\u00fc i\u00e7in \u00f6nem arz eden d\u00f6nemsel avro kuru y\u00fczde 17 art\u0131r\u0131larak beklenen enflasyon oda\u011f\u0131 g\u00f6zetildi. 4.\u00e7eyre\u011fe k\u0131smen 2026 1.\u00e7eyre\u011fe ise \u00f6nemli \u00f6l\u00e7\u00fctte van\u0131yacakt\u0131r. \u015eubatta bile\u015fik art\u0131\u015fla ikincil bir zam beklenebilir. Yeni g\u00fcnde TR-VIX 5 sene sonra ilk kez 40'\u0131n alt\u0131na d\u00fc\u015ferken CDS'te g\u00fcn kapan\u0131\u015f\u0131ndan bu yana 225'in alt\u0131nda seyir g\u00f6steriyor.Haftay\u0131 11250 ve \u00fczerinde kapatmak \u00f6nem arz ediyor.\u201d<\/p>\n
Yeni g\u00fcnde TR-VIX\u2019in 5 y\u0131l sonra ilk kez 40\u2019\u0131n alt\u0131na indi\u011fine, CDS\u2019in ise 225 baz puan\u0131n alt\u0131nda seyretti\u011fine dikkat \u00e7ekilen de\u011ferlendirmede, B\u0130ST100 endeksinde haftay\u0131 11.250 puan\u0131n \u00fczerinde kapatman\u0131n \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 vurguland\u0131.<\/p>\n
Raporda ABD piyasalar\u0131na ili\u015fkin olarak, al\u0131m i\u015ftah\u0131n\u0131n korundu\u011fu; buna kar\u015f\u0131n Oracle kaynakl\u0131 maliyet endi\u015felerinin Nasdaq\u2019ta bask\u0131 yaratt\u0131\u011f\u0131 ifade edildi. \u015eirketin \u00e7eyreklik sermaye harcamalar\u0131n\u0131n beklentileri y\u00fczde 40 a\u015fmas\u0131n\u0131n ve y\u0131ll\u0131k yat\u0131r\u0131m tahmininin 50 milyar dolara \u00e7\u0131kar\u0131lmas\u0131n\u0131n yat\u0131r\u0131mc\u0131lar\u0131 \u015fa\u015f\u0131rtt\u0131\u011f\u0131; hisselerde y\u00fczde 11 geri \u00e7ekilme ya\u015fand\u0131\u011f\u0131 kaydedildi. Marba\u015f Menkul, Ba\u015fkan Donald Trump\u2019\u0131n yapay zeka i\u00e7in ulusal standart hedefleyen kararname imzalad\u0131\u011f\u0131n\u0131 da aktard\u0131.<\/p>\n
K\u00fcresel jeopolitik geli\u015fmelere ili\u015fkin b\u00f6l\u00fcmde, ABD\u2019nin Ukrayna g\u00f6r\u00fc\u015fmelerine yaln\u0131zca \u201cger\u00e7ek bir bar\u0131\u015f anla\u015fmas\u0131 ihtimali\u201d belirdi\u011finde temsilci g\u00f6nderece\u011finin a\u00e7\u0131kland\u0131\u011f\u0131na yer verildi. ABD Hazine Bakan\u0131 Bessent\u2019in finansal sistemde \u201cParalel Refah\u201d olarak tan\u0131mlad\u0131\u011f\u0131 b\u00fcy\u00fcme modelinin hedeflendi\u011fine dair a\u00e7\u0131klamalar\u0131 da raporda \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar aras\u0131nda bulundu.<\/p>\n
Asya-Pasifik piyasalar\u0131nda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde al\u0131ma d\u00f6n\u00fc\u015f izlendi\u011fi belirtilerek, Japonya Nikkei 225\u2019in y\u00fczde 1,1, G\u00fcney Kore KOSPI\u2019nin y\u00fczde 1,3 y\u00fckseldi\u011fi; Avustralya ve Singapur endekslerinde de benzer art\u0131\u015flar\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi. \u00c7in piyasalar\u0131n\u0131n ise yerel \u00e7ip \u00fcreticilerindeki sat\u0131\u015f bask\u0131s\u0131 nedeniyle b\u00f6lgesel rakiplerinin gerisinde kald\u0131\u011f\u0131 kaydedildi.<\/p>\n
Avrupa taraf\u0131nda al\u0131m i\u015ftah\u0131n\u0131n toparlanma \u00e7abas\u0131nda oldu\u011fu aktar\u0131l\u0131rken, ABD Ba\u015fkan\u0131 Trump\u2019\u0131n sava\u015f\u0131n sona ermesine y\u00f6nelik somut ad\u0131m beklentisini art\u0131rd\u0131\u011f\u0131na dair a\u00e7\u0131klamalar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.Emtia taraf\u0131nda faiz indirim e\u011filiminin etkili oldu\u011fu; ons alt\u0131n\u0131n 4300, g\u00fcm\u00fc\u015f\u00fcn 64, Brent petrol\u00fcn ise 61,7 dolar seviyesinde yatay seyretti\u011fi ifade edildi.<\/p>\n
Bak\u0131r fiyatlar\u0131n\u0131n \u015eanghay\u2019da rekor k\u0131rd\u0131\u011f\u0131, kalayda son 43 ay\u0131n zirvesinin izlendi\u011fi; demir cevherinde ise zay\u0131f talep ve artan stoklar nedeniyle geri \u00e7ekilmenin s\u00fcrd\u00fc\u011f\u00fc bilgisi payla\u015f\u0131ld\u0131.Ekonomik takvimde i\u00e7 tarafta 2026\u2019ya y\u00f6n verecek Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi ve \u00d6demeler Dengesi verilerinin takip edilece\u011fi belirtilirken, 14.00\u2019te BDDK\u2019n\u0131n Banka D\u0131\u015f\u0131 \u0130statistikleri\u2019nin a\u00e7\u0131klanaca\u011f\u0131 hat\u0131rlat\u0131ld\u0131.<\/p>\n
Meclis\u2019te 2026 b\u00fct\u00e7esinin g\u00f6r\u00fc\u015f\u00fclmesine devam edilece\u011fi; \u00e7e\u015fitli bakanl\u0131klar\u0131n programlar\u0131 ve temaslar\u0131 ile Asgari \u00dccret Tespit Komisyonu toplant\u0131s\u0131n\u0131n da g\u00fcndemde olaca\u011f\u0131 aktar\u0131ld\u0131. Asgari \u00fccrette medyan beklentinin y\u00fczde 20 art\u0131\u015f oldu\u011fu ifade edildi.\u00a0K\u00fcresel takvimde ise saat 10.00\u2019da a\u00e7\u0131klanacak Almanya T\u00dcFE verisinin n\u00f6tr seyretmesinin beklendi\u011fi bildirildi.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 12 Aral\u0131k (Hibya) \u2013 Marba\u015f Menkul, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n faiz indirim s\u00fcrecine dair verdi\u011fi mesajlar\u0131n piyasalar taraf\u0131ndan g\u00fcvercin tonlamada takip edildi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":19329,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-19328","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/19328","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=19328"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/19328\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/19329"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=19328"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=19328"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=19328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"