BMD Ara\u015ft\u0131rma\u2019n\u0131n raporunda geride b\u0131rak\u0131lan haftada yurt i\u00e7inde i\u015fsizlik yurt d\u0131\u015f\u0131nda ise Almanya ve Euro B\u00f6lgesi\u2019nde b\u00fcy\u00fcme ve enflasyon verilerinin yan\u0131 s\u0131ra Japonya Merkez Bankas\u0131 (BoJ), Avrupa Merkez Bankas\u0131 (AMB) ve ABD Merkez Bankas\u0131 (Fed) faiz kararlar\u0131n\u0131n takip edildi\u011fi belirtildi.<\/p>\n
Ayr\u0131ca hafta boyunca ABD ile \u00c7in aras\u0131nda ger\u00e7ekle\u015fen geli\u015fmelerin \u00f6n planda oldu\u011fu ifade edilen raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cAlmanya\u2019da t\u00fcketici fiyat endeksi, Ekim ay\u0131nda ayl\u0131k y\u00fczde 0,3 artt\u0131. Eyl\u00fcl ay\u0131nda y\u00fczde 2,4 olan y\u0131ll\u0131k enflasyon, Ekim ay\u0131nda y\u00fczde 2,3'e geriledi. Almanya ekonomisi, 2025\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 0,3 b\u00fcy\u00fcd\u00fc. Euro B\u00f6lgesi ekonomisi, 2025 y\u0131l\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 0,2 b\u00fcy\u00fcrken bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re y\u00fczde 1,3 b\u00fcy\u00fcd\u00fc. Euro B\u00f6lgesi'nde t\u00fcketici fiyat endeksi, Ekim ay\u0131nda ayl\u0131k y\u00fczde 0,2 artt\u0131. Eyl\u00fcl ay\u0131nda y\u00fczde 2,2 olan y\u0131ll\u0131k enflasyon, Ekim ay\u0131nda y\u00fczde 2,1\u2019e geriledi.<\/p>\n
Japonya Merkez Bankas\u0131 (BOJ), Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 toplant\u0131da politika faizini y\u00fczde 0,5 seviyesinde sabit tuttu. Avrupa Merkez Bankas\u0131 (AMB), Ekim ay\u0131 toplant\u0131s\u0131nda beklentilere paralel olarak mevduat faizini y\u00fczde 2\u2019de, ana refinansman faizini y\u00fczde 2,15, marjinal bor\u00e7 verme faizini de y\u00fczde 2,40 seviyesinde sabit b\u0131rakt\u0131. AMB Ba\u015fkan\u0131 Christina Lagarde faiz karar\u0131 sonras\u0131 yapt\u0131\u011f\u0131 a\u00e7\u0131klamada faiz kararlar\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne g\u00f6re al\u0131naca\u011f\u0131n\u0131, AMB'nin iyi bir konumda oldu\u011funu ifade etti. Lagarde, g\u00fc\u00e7l\u00fc euronun enflasyonu beklendi\u011finden daha fazla d\u00fc\u015f\u00fcrebilece\u011fini belirtirken, enflasyondaki g\u00f6r\u00fcn\u00fcm\u00fcn her zamankinden daha belirsiz oldu\u011funu da vurgulad\u0131.<\/p>\n
ABD Merkez Bankas\u0131 (Fed), Ekim ay\u0131 toplant\u0131s\u0131nda politika faizini 25 baz puan indirerek y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na \u00e7ekti. Fed, ayr\u0131ca 1 Aral\u0131k'tan itibaren bilan\u00e7o k\u00fc\u00e7\u00fcltmeyi durduraca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Fed Ba\u015fkan\u0131 Jerome Powell, faiz karar\u0131n\u0131n ard\u0131ndan yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Aral\u0131k ay\u0131nda bir faiz indiriminin daha yap\u0131lmas\u0131n\u0131n kesin olmad\u0131\u011f\u0131n\u0131 ifade etti. Enflasyonda risklerin yukar\u0131, istihdamda ise a\u015fa\u011f\u0131 y\u00f6nl\u00fc oldu\u011funu belirten Powell, kapanmadan \u00f6nceki verilerin, ekonomik b\u00fcy\u00fcmenin beklenenden daha sa\u011flam olabilece\u011fini g\u00f6sterdi\u011fini s\u00f6yledi. Powell, federal h\u00fck\u00fcmetin kapanmas\u0131n\u0131n ekonomik faaliyetleri olumsuz etkiledi\u011fini belirtti.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump ve \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping, Per\u015fembe g\u00fcn\u00fc bir araya geldi. G\u00f6r\u00fc\u015fmenin ard\u0131ndan ABD Ba\u015fkan\u0131 Trump, \u015ei ile muhte\u015fem bir g\u00f6r\u00fc\u015fme ger\u00e7ekle\u015ftirdiklerini belirtirken \u00e7ok yak\u0131nda bir ticaret anla\u015fmas\u0131 olabilece\u011fini ifade etti. Trump, \u00c7in\u2019in soya fasulyesi al\u0131mlar\u0131 hemen ba\u015flayaca\u011f\u0131n\u0131 ve fentanil ile ilgili \u00c7in tarifelerini hemen y\u00fcr\u00fcrl\u00fc\u011fe girmek \u00fczere y\u00fczde 10'a d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. \u00c7in ise yapt\u0131\u011f\u0131 a\u00e7\u0131klamalarda 9 Ekim'de duyurulan ihracat kontrollerini bir y\u0131l boyunca ask\u0131ya alaca\u011f\u0131n\u0131 ve nadir toprak elementlerine y\u00f6nelik \u00f6nlemlerin de bir y\u0131l boyunca uygulanmayaca\u011f\u0131n\u0131 belirtti. A\u00e7\u0131klamalarda \u00c7in'in tar\u0131m \u00fcr\u00fcnleri ticaretini geli\u015ftirme y\u00f6n\u00fcnde de ABD ile uzla\u015f\u0131 sa\u011fland\u0131\u011f\u0131 ifade edilirken Tiktok konusunun da uygun bir \u015fekilde \u00e7\u00f6z\u00fclece\u011fi taahh\u00fcd\u00fc yer ald\u0131. \u00c7in, ABD'nin de y\u00fczde 24'l\u00fck tarifeyi ask\u0131ya al\u0131nmas\u0131 d\u00fczenlemesini bir y\u0131l uzataca\u011f\u0131n\u0131 belirtti.<\/p>\n
T\u00fcrkiye\u2019de 15 ve daha yukar\u0131 ya\u015ftaki ki\u015filerde i\u015fsiz say\u0131s\u0131, Eyl\u00fcl ay\u0131nda bir \u00f6nceki aya g\u00f6re 12 bin ki\u015fi artarak 3 milyon 75 bin ki\u015fi oldu. \u0130\u015fsizlik oran\u0131 de\u011fi\u015fim g\u00f6stermeyerek y\u00fczde 8,6 seviyesinde ger\u00e7ekle\u015fti. \u0130stihdam oran\u0131 0,3 puan azal\u0131\u015fla y\u00fczde 48,9 ve i\u015fg\u00fcc\u00fcne kat\u0131lma oran\u0131 0,3 puan azalarak y\u00fczde 53,5 oldu. 15-24 ya\u015f grubunu kapsayan gen\u00e7 n\u00fcfusta i\u015fsizlik oran\u0131 ise 0,9 puan azalarak y\u00fczde 14,9 oldu. Haftaya negatif ba\u015flayan ve hafta i\u00e7inde 10.816-10.995 aral\u0131\u011f\u0131nda kar\u0131\u015f\u0131k bir seyir izleyen B\u0130ST100 Endeksi, y\u00fczde 0,27 kazan\u00e7la 10.971,52 puandan haftay\u0131 tamamlad\u0131. 41,95'li seviyelerden haftaya ba\u015flayan Dolar\/TL, 42,05 s\u0131n\u0131r\u0131n\u0131n \u00fczerine \u00e7\u0131karken Euro\/TL, 48,52-49,02 aral\u0131\u011f\u0131nda hareket etti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131 250 s\u0131n\u0131r\u0131n\u0131n alt\u0131na indi.<\/p>\n
Uzun vadede ne bekliyoruz\u2026 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 ve 23 Ekim tarihli toplant\u0131da 100 baz puan indirerek y\u00fczde 39,50\u2019ye d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n
Ekim 2025 tarihli TCMB piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketine g\u00f6re; Eyl\u00fcl ay\u0131nda y\u00fczde 3,23 artan T\u00dcFE\u2019nin Ekim ay\u0131nda y\u00fczde 2,34, Kas\u0131m ay\u0131nda y\u00fczde 1,55 ve Aral\u0131k ay\u0131nda y\u00fczde 1,14, 2025 sonunda y\u00fczde 31,77 ve 2026 sonunda y\u00fczde 22,13 artmas\u0131 beklenmektedir. Yine ayn\u0131 ankette Dolar\/TL\u2019nin 2025 sonunda 43,56 ve 12 ay sonras\u0131nda ise 49,75 olmas\u0131 \u00f6ng\u00f6r\u00fclmektedir. Cari dengenin 2025 sonunda 20,8 milyar dolar, 2026 sonunda ise 25,4 milyar dolar a\u00e7\u0131k vermesi beklenmektedir. GSYH b\u00fcy\u00fcmesinin 2025 ve 2026\u2019da s\u0131ras\u0131yla y\u00fczde 3,3 ve y\u00fczde 3,8 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fclmektedir. TCMB haftal\u0131k repo faizinin 2025 y\u0131l sonunda y\u00fczde 37,66 ve 2026 y\u0131l sonunda ise y\u00fczde 26,17 olmas\u0131 beklenmektedir.\u201d<\/p>\n
<\/strong> \u0130stanbul, 31 Ekim (Hibya) \u2013 BMD Ara\u015ft\u0131rma, haftaya negatif ba\u015flayan ve hafta i\u00e7inde 10.816-10.995 aral\u0131\u011f\u0131nda kar\u0131\u015f\u0131k bir seyir izleyen B\u0130ST100 Endeksinin, y\u00fczde 0,27 kazan\u00e7la 10.971,52 puandan haftay\u0131 tamamlad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":3803,"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-3802","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\/3802","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=3802"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/3802\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/3803"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=3802"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=3802"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=3802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"