BMD Ara\u015ft\u0131rma'n\u0131n de\u011ferlendirmesinde, y\u0131lba\u015f\u0131 tatili nedeniyle veri ak\u0131\u015f\u0131 a\u00e7\u0131s\u0131ndan sakin ge\u00e7en bir haftan\u0131n geride b\u0131rak\u0131l\u0131rken hafta i\u00e7inde yurt i\u00e7inde i\u015fsizlik oran\u0131n\u0131n, yurt d\u0131\u015f\u0131nda ise ABD Merkez Bankas\u0131'n\u0131n (Fed) 9-10 Aral\u0131k tarihli FOMC toplant\u0131 tutanaklar\u0131n\u0131n takip edildi\u011fi belirtildi.<\/p>\n
De\u011ferlendirmede ayr\u0131ca \u015fu bilgilere yer verildi:<\/p>\n
“ABD Merkez Bankas\u0131 (Fed), 9-10 Aral\u0131k tarihli FOMC toplant\u0131s\u0131n\u0131n tutanaklar\u0131nda, bu toplant\u0131da politika faizinin d\u00fc\u015f\u00fcr\u00fclmesini destekleyen birka\u00e7 ki\u015finin, karar\u0131n hassas bir dengede al\u0131nd\u0131\u011f\u0131n\u0131 veya hedef aral\u0131\u011f\u0131n de\u011fi\u015ftirilmemesini destekleyebileceklerini belirtti\u011fi ifade edildi. Tutanaklar, politika yap\u0131c\u0131lar aras\u0131nda enflasyonun mu yoksa i\u015fsizli\u011fin mi ABD ekonomisi i\u00e7in daha b\u00fcy\u00fck risk olu\u015fturdu\u011fu konusunda belirgin g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti. Tutanaklarda, “\u00c7o\u011fu kat\u0131l\u0131mc\u0131, daha n\u00f6tr bir politika duru\u015funa ge\u00e7ilmesinin i\u015fg\u00fcc\u00fc piyasas\u0131 ko\u015fullar\u0131nda ciddi bir bozulma ihtimalini \u00f6nlemeye yard\u0131mc\u0131 olaca\u011f\u0131n\u0131 belirtti. Baz\u0131 kat\u0131l\u0131mc\u0131lar, y\u00fcksek enflasyonun kal\u0131c\u0131 hale gelme riskine dikkat \u00e7ekti ve y\u00fcksek enflasyon rakamlar\u0131 ba\u011flam\u0131nda politika faiz oran\u0131n\u0131n daha da d\u00fc\u015f\u00fcr\u00fclmesinin, politika yap\u0131c\u0131lar\u0131n y\u00fczde 2 enflasyon hedefine olan ba\u011fl\u0131l\u0131klar\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131 \u015feklinde yanl\u0131\u015f yorumlanabilece\u011fini belirtti.” denildi.<\/p>\n
T\u00fcrkiye\u2019de 15 ve daha yukar\u0131 ya\u015ftaki ki\u015filerde i\u015fsiz say\u0131s\u0131, Kas\u0131m ay\u0131nda bir \u00f6nceki aya g\u00f6re 54 bin ki\u015fi artarak 3 milyon 98 bin ki\u015fi oldu. \u0130\u015fsizlik oran\u0131 ise 0,1 puan artarak y\u00fczde 8,6 seviyesinde ger\u00e7ekle\u015fti. \u0130stihdam oran\u0131 0,1 puan artarak y\u00fczde 49,2 ve i\u015fg\u00fcc\u00fcne kat\u0131lma oran\u0131 0,1 puan artarak y\u00fczde 53,8 oldu. 15-24 ya\u015f grubunu kapsayan gen\u00e7 n\u00fcfusta i\u015fsizlik oran\u0131 ise ayn\u0131 seviyede kalarak y\u00fczde 15,4 olarak ger\u00e7ekle\u015fti.<\/p>\n
Haftaya pozitif ba\u015flamas\u0131na ra\u011fmen haftan\u0131n ilk yar\u0131s\u0131nda 11.102,18 seviyesine kadar geri \u00e7ekilen B\u0130ST100 Endeksi, bu seviyeden gelen al\u0131mlarla y\u00f6n\u00fcn\u00fc yukar\u0131 \u00e7evirdi. Endeks, y\u00fczde 1,81 kazan\u00e7la 11.498,38 puandan haftay\u0131 tamamlad\u0131. 42,90 s\u0131n\u0131r\u0131nda haftaya ba\u015flayan Dolar\/TL, 43,0394 ile rekor tazelerken, Euro\/TL hafta i\u00e7inde 50,40-50,78 aral\u0131\u011f\u0131nda hareket etti.<\/p>\n
Yurt d\u0131\u015f\u0131 yerle\u015fik yat\u0131r\u0131mc\u0131lar, 19-26 Aral\u0131k 2025 haftas\u0131nda reel olarak (fiyat ve kur etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f) 283,8 milyon dolar hisse senedi al\u0131m\u0131, 236,8 milyon dolar Devlet \u0130\u00e7 Bor\u00e7lanma Senedi (D\u0130BS-Kesin Al\u0131m) sat\u0131\u015f\u0131 ve 18,1 milyon dolar \u00d6zel Sekt\u00f6r Tahvil sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirdi. Ayn\u0131 haftada yurt i\u00e7inde yerle\u015fik ger\u00e7ek ki\u015filerin d\u00f6viz mevduat\u0131 4.566 milyon dolar artarak 142.717 milyon dolara y\u00fckselirken, t\u00fczel ki\u015filerin d\u00f6viz mevduat\u0131 1.627 milyon dolar artarak 78.747 milyon dolara y\u00fckseldi. Kur korumal\u0131 mevduat (KKM) hesaplar\u0131 31 milyon dolar azalarak 163 milyon dolar (7 milyar TL) olarak ger\u00e7ekle\u015fti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131 205 seviyesine kadar geriledi.<\/p>\n
TCMB, 2025 y\u0131l\u0131n\u0131n ilk iki toplant\u0131s\u0131nda politika faizini 250\u2019\u015fer baz puan indirerek y\u00fczde 42,50 seviyesine \u00e7ekti. TCMB politika faizini, 17 Nisan tarihli toplant\u0131s\u0131nda 350 baz puan art\u0131rarak y\u00fczde 46,00 seviyesine y\u00fckseltirken 19 Haziran toplant\u0131s\u0131nda de\u011fi\u015ftirmeyerek y\u00fczde 46 seviyesinde sabit b\u0131rakt\u0131. 24 Temmuz tarihli toplant\u0131da ise 300 baz puan, 11 Eyl\u00fcl tarihli toplant\u0131da 250 baz puan, 23 Ekim tarihli toplant\u0131da 100 baz puan ve 11 Aral\u0131k tarihli toplant\u0131da 150 baz puan indirerek y\u00fczde 38,00\u2019e d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n
Aral\u0131k 2025 tarihli TCMB piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketine g\u00f6re; Kas\u0131m ay\u0131nda y\u00fczde 0,87 artan T\u00dcFE\u2019nin Aral\u0131k ay\u0131nda y\u00fczde 1,08 ve Ocak 2026\u2019da y\u00fczde 3,44, 2025 sonunda y\u00fczde 31,17 ve 2026 sonunda y\u00fczde 23,35 artmas\u0131 beklenmektedir. Yine ayn\u0131 ankette Dolar\/TL\u2019nin 2025 sonunda 43,06 ve 12 ay sonras\u0131nda ise 51,08 olmas\u0131 \u00f6ng\u00f6r\u00fclmektedir. Cari dengenin 2025 sonunda 21,3 milyar dolar, 2026 sonunda ise 25,2 milyar dolar a\u00e7\u0131k vermesi beklenmektedir. GSYH b\u00fcy\u00fcmesinin 2025 ve 2026\u2019da s\u0131ras\u0131yla y\u00fczde 3,5 ve y\u00fczde 3,9 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fclmektedir. TCMB haftal\u0131k repo faizinin 2026 y\u0131l sonunda ise y\u00fczde 28,15 olmas\u0131 beklenmektedir.”<\/p>\n
<\/strong> \u0130stanbul, 2 Aral\u0131k (Hibya) – BMD Ara\u015ft\u0131rma, y\u0131lba\u015f\u0131 tatili nedeniyle veri ak\u0131\u015f\u0131 a\u00e7\u0131s\u0131ndan sakin ge\u00e7en bir haftan\u0131n geride b\u0131rak\u0131l\u0131rken hafta i\u00e7inde yurt i\u00e7inde i\u015fsizlik oran\u0131n\u0131n, yurt d\u0131\u015f\u0131nda ise ABD Merkez Bankas\u0131’n\u0131n (Fed) 9-10 Aral\u0131k tarihli FOMC toplant\u0131 tutanaklar\u0131n\u0131n takip edildi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":28650,"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-28649","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\/28649","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=28649"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/28649\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/28650"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=28649"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=28649"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=28649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"