Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel tarafta Noel tatili nedeniyle k\u0131sa s\u00fcren haftaya; \u00c7in Merkez Bankas\u0131\u2019n\u0131n (PBoC) temel kredi faiz oran\u0131 kararlar\u0131 ile ba\u015fland\u0131\u011f\u0131, bankan\u0131n, 1 ve 5 y\u0131ll\u0131k kredi faiz oranlar\u0131n\u0131 sabit b\u0131rak\u0131rken; son zamanlarda \u00fclkenin ekonomik verilerindeki k\u00f6t\u00fcle\u015fme nedeniyle ortaya \u00e7\u0131kan te\u015fvik beklentilerine set \u00e7ekti\u011fi belirtildi.<\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck ekonomisi olan ABD\u2019de ise, Sal\u0131 g\u00fcn\u00fc yo\u011fun bir data trafi\u011fi izlendi\u011fi ifade edilen raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cFederal h\u00fck\u00fcmetin kapanmas\u0131n\u0131n getirdi\u011fi negatifli\u011fi yans\u0131tmayan 3. \u00e7eyre\u011fin GSY\u0130H b\u00fcy\u00fcme, \u015firket karlar\u0131 ve t\u00fcketici harcamalar\u0131 gibi veriler g\u00fc\u00e7l\u00fc gelirken, kapanman\u0131n etkilerini i\u00e7eren ekim ay\u0131n\u0131n dayan\u0131kl\u0131 mal sipari\u015fleri ise beklentilerden daha k\u00f6t\u00fc ger\u00e7ekle\u015fme g\u00f6sterdi. Haber ak\u0131\u015flar\u0131 taraf\u0131nda jeopolitik riskler \u00f6n plana \u00e7\u0131karken, ayr\u0131ca Fed Ba\u015fkanl\u0131\u011f\u0131 ve ticaret sava\u015flar\u0131 gibi \u00f6nemli konulara dair geli\u015fmeleri de takip ettik.<\/p>\n
Jeopolitik tarafta; Rusya-Ukrayna sava\u015f\u0131 devam ederken, hafta i\u00e7erisinde Ukrayna Devlet Ba\u015fkan\u0131 Volodimir Zelensky\u2019den gelen \u2018Bar\u0131\u015f plan\u0131n\u0131 referanduma g\u00f6t\u00fcrebiliriz\u2019 \u015feklindeki a\u00e7\u0131klama kritikti. Venezuela konusunda, ABD\u2019nin Porto Rico\u2019ya askeri y\u0131\u011f\u0131nak yapt\u0131\u011f\u0131na ve Gr\u00f6nland\u2019\u0131 Danimarka\u2019dan almak i\u00e7in yapt\u0131\u011f\u0131 giri\u015fimlere dair haber ak\u0131\u015flar\u0131 dikkat \u00e7ekerken, Suriye ve \u0130ran konusunda ise; \u0130srail\u2019den gelen gerilimi art\u0131r\u0131c\u0131 hamle ve a\u00e7\u0131klamalar g\u00fcndemde yer buldu.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, yeni Fed Ba\u015fkan\u0131 konusunda yapm\u0131\u015f oldu\u011fu \u2018\u2019Piyasalar iyiyse yeni Fed Ba\u015fkan\u0131n\u0131n faizleri indirmesini isterim. Benim gibi d\u00fc\u015f\u00fcnmeyen hi\u00e7 kimse Fed Ba\u015fkan\u0131 olamaz\u2019\u2019 \u015feklindeki a\u00e7\u0131klamalar, Fed\u2019in 2026 y\u0131l\u0131nda g\u00fcvercin bir tutum izleyece\u011fine dair artan beklentilerle ABD borsalar\u0131nda risk alma i\u015ftah\u0131na olumlu yans\u0131d\u0131.<\/p>\n
Asgari \u00fccretin belli olmas\u0131 sonras\u0131nda gelen tepkilerin takip edildi\u011fi i\u00e7 tarafta ise, ayr\u0131ca ekonomi kurmaylar\u0131n\u0131n a\u00e7\u0131klamalar\u0131 izlendi. Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Cevdet Y\u0131lmaz, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin yapt\u0131\u011f\u0131 de\u011ferlendirmede 2026 Ocak ay\u0131 enflasyon verisinde y\u00fczde 30\u2019un alt\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc belirtirken, 2026 y\u0131l\u0131n\u0131n sonu itibar\u0131yla enflasyonun y\u00fczde 20\u2019nin alt\u0131na indirilmesinin hedeflendi\u011fini de ifade etti.<\/p>\n
Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek ba\u015fkanl\u0131\u011f\u0131nda toplanan G\u0131da Komitesi\u2019nden yay\u0131mlanan duyuruda ise \u2018\u2019Temel g\u0131da \u00fcr\u00fcnlerindeki arz-talep ve fiyat dengesinin sa\u011flanmas\u0131 i\u00e7in gereken reformlar\u0131n ve al\u0131nacak tedbirlerin ele al\u0131nd\u0131\u011f\u0131\u2019\u2019 a\u00e7\u0131kland\u0131.<\/p>\n
TCMB\u2019nin br\u00fct rezervleri s\u0131n\u0131rl\u0131 y\u00fckseli\u015f g\u00f6sterirken, Cuma g\u00fcn\u00fc a\u00e7\u0131klanan 12 ay sonras\u0131 i\u00e7in sekt\u00f6rel enflasyon beklentileri anketinde ise; piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n tahmini y\u00fczde 23,35, reel sekt\u00f6r\u00fcn \u00f6ng\u00f6r\u00fcs\u00fc y\u00fczde 34,80 ve hanehalk\u0131 beklentileri ise y\u00fczde 50,90 oldu.<\/p>\n
\u00d6n\u00fcm\u00fczdeki hafta, k\u00fcresel \u00e7apta fiyatlamalar a\u00e7\u0131s\u0131ndan; bir s\u00fcredir oldu\u011fu gibi jeopolitik riskler, ticaret sava\u015flar\u0131 ve maj\u00f6r merkez bankalar\u0131n\u0131n para politikas\u0131na dair takipte olaca\u011f\u0131z. Ekonomik takvimde ise; \u0130malat PMI rakamlar\u0131 ve Fed\/FOMC toplant\u0131(9-10 Aral\u0131k) tutanaklar\u0131 kritik olacak.<\/p>\n
K\u00fcresel taraftaki fiyatlamalar\u0131n da takip edilece\u011fi i\u00e7 tarafta ise, ayr\u0131ca; i\u015fsizlik oran\u0131, ticaret dengesi, TCMB rezervleri ve \u0130malat PMI gibi veriler ile ekonomi y\u00f6netiminden gelebilecek a\u00e7\u0131klamalar kritik olacak.\u201d<\/p>\n
<\/strong> \u0130stanbul, 26 Aral\u0131k (Hibya) \u2013 Alnus Yat\u0131r\u0131m, k\u00fcresel tarafta Noel tatili nedeniyle k\u0131sa s\u00fcren haftaya; \u00c7in Merkez Bankas\u0131\u2019n\u0131n (PBoC) temel kredi faiz oran\u0131 kararlar\u0131 ile ba\u015fland\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":25665,"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-25664","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\/25664","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=25664"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/25664\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/25665"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=25664"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=25664"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=25664"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"