{"id":29261,"date":"2026-01-05T12:30:03","date_gmt":"2026-01-05T09:30:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/01\/05\/ana-harcama-gruplarindan-gelen-degerler-tufe-artisi-uzerinde-kendisini-gosterdi"},"modified":"2026-01-05T12:30:03","modified_gmt":"2026-01-05T09:30:03","slug":"ana-harcama-gruplarindan-gelen-degerler-tufe-artisi-uzerinde-kendisini-gosterdi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/01\/05\/ana-harcama-gruplarindan-gelen-degerler-tufe-artisi-uzerinde-kendisini-gosterdi\/","title":{"rendered":"Ana harcama gruplar\u0131ndan gelen de\u011ferler, T\u00dcFE art\u0131\u015f\u0131 \u00fczerinde kendisini g\u00f6sterdi"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m&#039;\u0131n de\u011ferlendirmesinde, Aral\u0131k ay\u0131nda, T\u00dcFE\u2019de g\u00f6r\u00fclen y\u00fczde 0,89 oran\u0131ndaki art\u0131\u015fta; endeks \u00fczerinde 24,97 ile en y\u00fcksek a\u011f\u0131rl\u0131\u011fa sahip &#039;G\u0131da ve Alkols\u00fcz \u0130\u00e7ecekler&#039; ana harcama grubundan gelen 0,48 puanl\u0131k (Taze bal\u0131kta y\u00fczde 11,38\u2019lik, Dana etinde y\u00fczde 10,00\u2019luk, Konserve edilmi\u015f veya i\u015flenmi\u015f bal\u0131kta y\u00fczde 8,35\u2019lik ve Patateste y\u00fczde 6,92\u2019lik art\u0131\u015flar ba\u015fta olmak \u00fczere) etkinin \u00f6n planda yer ald\u0131\u011f\u0131 belirtilirken, 15,22 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip &#039;Konut&#039; ana harcama grubundan gelen 0,24 puanl\u0131k (T\u00fcpgazda y\u00fczde 4,07, Konut bak\u0131m onar\u0131m\u0131ndaki y\u00fczde 2,06 ve ger\u00e7ek kirada olu\u015fan y\u00fczde 1,65\u2019lik art\u0131\u015flar) ve 8,32 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip &#039;Lokanta ve Oteller&#039; harcama grubundan gelen 0,13 puanl\u0131k (Lokanta, pastane, kafe vb. yerlerde yenen yemeklerde y\u00fczde 1,91 art\u0131\u015f g\u00f6r\u00fcld\u00fc) etkilerin de T\u00dcFE art\u0131\u015f\u0131 \u00fczerinde kendisini g\u00f6sterdi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>De\u011ferlendirmede \u015fu bilgiler verildi:<\/p>\n<p>&#8220;Di\u011fer yandan, 7,16 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip \u2018Giyim ve Ayakkab\u0131\u2019 (Erkek giyimde y\u00fczde 4,61, Erkek ayakkab\u0131s\u0131nda y\u00fczde 4,38, Kad\u0131n ayakkab\u0131s\u0131nda y\u00fczde 3,63, \u00c7ocuk ve bebek ayakkab\u0131s\u0131nda y\u00fczde 2,76 ve Kad\u0131n giyimde y\u00fczde 2,52\u2019lik d\u00fc\u015f\u00fc\u015fler s\u00f6z konusu) ile 15,34 oran\u0131nda a\u011f\u0131rl\u0131\u011f\u0131 olan \u2018Ula\u015ft\u0131rma\u2019dan (havayolu ile yolcu ta\u015f\u0131mac\u0131l\u0131\u011f\u0131nda y\u00fczde 32,95 ve karayolu ile \u015fehirler aras\u0131 yolcu ta\u015f\u0131mac\u0131l\u0131\u011f\u0131nda y\u00fczde 4,32 oranlar\u0131nda azal\u0131\u015f) s\u0131ras\u0131yla gelen -0,18 ve -0,16 puanl\u0131k etkiler ise; T\u00dcFE\u2019deki ayl\u0131k art\u0131\u015f\u0131 s\u0131n\u0131rlayan unsurlar olmu\u015ftur.<\/p>\n<p>11 Aral\u0131k\u2019taki son PPK (Para Politikas\u0131 Kurulu) toplant\u0131s\u0131nda faiz oranlar\u0131n\u0131 150 baz puan indiren (Politika Faizi y\u00fczde 38,00) TCMB\u2019nin, bug\u00fcnk\u00fc T\u00dcFE rakamlar\u0131 sonras\u0131ndaki ilk PPK toplant\u0131s\u0131nda (22 Ocak) eli g\u00fc\u00e7lenmesine kar\u015f\u0131n; Aral\u0131ktaki toplant\u0131dan bu yana senelik T\u00dcFE\u2019deki azal\u0131\u015f\u0131n \u00e7ok s\u0131n\u0131rl\u0131 olmas\u0131 nedeniyle herhangi bir faiz indirimi beklemiyoruz. \u015eubat ay\u0131nda PPK toplant\u0131s\u0131 olmad\u0131\u011f\u0131 ve Ocak\/\u015eubat enflasyon rakamlar\u0131nda baz etkisinin \u00e7al\u0131\u015faca\u011f\u0131 \u00f6ng\u00f6r\u00fcs\u00fcyle, 12 Mart\u2019taki PPK toplant\u0131s\u0131nda ise; 150 baz puanl\u0131k indirime gidilece\u011fini ve 2026 y\u0131l\u0131 sonunda Politika Faizi\u2019nin y\u00fczde 29,50 d\u00fczeyinde yer alaca\u011f\u0131n\u0131 \u00f6ng\u00f6rmekteyiz.<\/p>\n<p>Fiyatlamalar taraf\u0131na bakt\u0131\u011f\u0131m\u0131zda; her ne kadar Ocak PPK\u2019da bir faiz indirimi beklemesek de, dezenflasyonun devam ediyor olmas\u0131 ve mevcut \u015fartlarda devam edece\u011fine dair olu\u015fan senaryonun Borsa a\u00e7\u0131s\u0131ndan pozitiflik i\u00e7ermesini \u00f6ng\u00f6rmekteyiz.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 5 Ocak (Hibya) &#8211; Alnus Yat\u0131r\u0131m, aral\u0131k ay\u0131 enflasyon oranlar\u0131na ili\u015fkin de\u011ferlendirme yapt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":29262,"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-29261","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\/29261","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=29261"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/29261\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/29262"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=29261"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=29261"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=29261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}