Marba\u015f Menkul De\u011ferler\u2019in raporunda \u201c\u0130\u00e7 tarafta haftan\u0131n en \u00f6nemli g\u00fcndemini Ocak ay\u0131 boyunca ayr\u0131\u015ft\u0131rmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcm\u00fcz faiz indirim patikas\u0131n\u0131 olu\u015fturan PPK karar\u0131 oldu\u011funu g\u00f6rmekteyiz.\u201d denildi.<\/p>\n
Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cFaiz indirim beklentilerinin 150-200 bp aras\u0131nda \u015fekillendi\u011fini izlerken, konsensus beklentinin ise 150 bp\u2019da olu\u015ftu\u011funu g\u00f6rmekteyiz. PPK\u2019ya kadar ayr\u0131\u015fman\u0131n s\u00fcrmesini beklerken, PPK ard\u0131ndan gelebilecek olas\u0131 bir kredi notu g\u00fcncellemesinin endeksi 3 dolar \u00fczerinde itici fakt\u00f6r olabilme ihtimalini d\u00fc\u015f\u00fcnsek de Ocak \u2013 \u015eubat enflasyon verisinin piyasalar a\u00e7\u0131s\u0131ndan \u00f6nemli oldu\u011funu ve piyasalar\u0131n veriyi g\u00f6rme y\u00f6n\u00fcnde pozisyon alma ihtimalinin daha y\u00fcksek oldu\u011funu d\u00fc\u015f\u00fcnmekteyiz. PPK d\u0131\u015f\u0131nda ise kapasite kullan\u0131m oran\u0131, konut fiyat endeksi gibi ara verileri takip edece\u011fiz.<\/p>\n
K\u00fcresel tarafta ana g\u00fcndemi ise Trump\u2019\u0131n Gr\u00f6nland\u2019a y\u00f6nelik tutumu ve bu do\u011frultuda AB \u00fcyelerine ek y\u00fczde 10 tarife getirmesi, AB \u00fcyelerini ise kar\u015f\u0131 tarife i\u00e7in g\u00f6r\u00fc\u015fmelerini s\u00fcrd\u00fcrmesi e\u015fli\u011finde artan jeopolitik tansiyon olu\u015ftursa da veri seti anlam\u0131nda yo\u011fun bir haftan\u0131n bizleri bekledi\u011fini g\u00f6rmekteyiz.<\/p>\n
\u00d6zellikle Almanya ZEW endeksi, EURO b\u00f6lgesi T\u00dcFE, AB\u2019nin genelinde takip edece\u011fimiz PMI verileri ve son olarak ABD\u2019den ise indirim politikas\u0131n\u0131 \u015fekillendiren ara veri setlerinden biri olan i\u015fsizlik haklar\u0131ndan yararlanma ba\u015fvurular\u0131n\u0131 izleyece\u011fiz. \u00d6zetle makro veri seti yo\u011fun olsa da artan jeopolitik tansiyonun endeksler \u00fczerinde risk i\u015ftah\u0131n\u0131 daralt\u0131c\u0131 seyir izleme ihtimalinin artt\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Hem i\u00e7 tarafta hem de k\u00fcresel anlamda \u00f6nemli verilerin al\u0131naca\u011f\u0131 ve belirleyici kararlar\u0131n a\u00e7\u0131klanaca\u011f\u0131 bir haftaya giriyoruz. Per\u015fembe g\u00fcn\u00fc i\u00e7 tarafta Merkez Bankas\u0131\u2019n\u0131n faiz karar\u0131n\u0131 \u00f6\u011frenece\u011fiz. Yurt d\u0131\u015f\u0131nda ise T\u00dcFE, PMI ve BoJ faiz karar\u0131 ana g\u00fcndem maddeleri olacak.<\/p>\n
K\u00fcresel tarafta ise ABD ve Asya-Pasifik taraflar\u0131nda veri ak\u0131\u015f\u0131 yo\u011funken, Avrupa taraf\u0131nda baz\u0131 \u00fclkelerden Ocak ay\u0131 PMI verilerini alaca\u011f\u0131z.\u201d<\/p>\n
<\/strong> \u0130stanbul, 19 Ocak (Hibya) – Marba\u015f Menkul De\u011ferler, hem i\u00e7 tarafta hem de k\u00fcresel anlamda \u00f6nemli verilerin al\u0131naca\u011f\u0131 ve belirleyici kararlar\u0131n a\u00e7\u0131klanaca\u011f\u0131 bir haftaya girildi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":35260,"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-35259","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\/35259","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=35259"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/35259\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/35260"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=35259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=35259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=35259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"