BMD Ara\u015ft\u0131rma\u2019n\u0131n raporunda haftan\u0131n son i\u015flem g\u00fcn\u00fcne y\u00fczde 0,57 art\u0131\u015fla 12.924,20 puandan ba\u015flayan ve seans i\u00e7inde 13.030,83 ile rekor k\u0131ran B\u0130ST100 Endeksinin, y\u00fczde 1,10 kazan\u00e7la 12.992,71 puandan g\u00fcn\u00fc tamamlad\u0131\u011f\u0131 belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cBankac\u0131l\u0131k Endeksi y\u00fczde 1,98 ve S\u0131nai Endeks y\u00fczde 1,02 de\u011fer kazand\u0131. T\u00fcrkiye 2 y\u0131ll\u0131k tahvil faizi bir \u00f6nceki kapan\u0131\u015fa g\u00f6re 32 baz puan azal\u0131\u015fla y\u00fczde 34,77 ve 10 y\u0131ll\u0131k tahvil faizi 23 baz puan azalarak y\u00fczde 29,23 seviyesinden i\u015flem g\u00f6rd\u00fc. Dolar\/TL 43,25-43,39 ve Euro\/TL 50,89-51,32 aral\u0131\u011f\u0131nda hareket etti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131 215,1 oldu.<\/p>\n
Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, T\u00fcrkiye'nin uzun vadeli d\u00f6viz cinsinden kredi notunu “BB-” olarak teyit ederken not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc “dura\u011fan”dan “pozitif”e \u00e7evirdi. G\u00f6r\u00fcn\u00fcmdeki revizyonun Eyl\u00fcl 2024'teki not art\u0131r\u0131m\u0131ndan bu yana d\u00f6viz rezervlerinin beklentilerin \u00fczerinde artmas\u0131yla birlikte d\u0131\u015f k\u0131r\u0131lganl\u0131klarda ya\u015fanan ilave azalmay\u0131 yans\u0131tt\u0131\u011f\u0131 vurgulanan a\u00e7\u0131klamada, “Bu s\u00fcre\u00e7te rezervlerin kalitesinin iyile\u015fmesi, d\u00f6viz cinsi ko\u015fullu y\u00fck\u00fcml\u00fcl\u00fcklerin azalmas\u0131, g\u00f6rece s\u0131k\u0131 makroekonomik politikalar\u0131n s\u00fcrd\u00fcr\u00fclmesi ve belirgin politika gev\u015femesi riskinin bir miktar gerilemesi etkili olmu\u015ftur.” ifadeleri kullan\u0131ld\u0131.<\/p>\n
A\u00e7\u0131klamada, T\u00fcrkiye'de 2026 sonunda reel politika faizinin y\u00fczde 4,5, 2027 sonunda ise y\u00fczde 2 olaca\u011f\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc, enflasyonun 2027 sonunda y\u00fczde 19,5'e d\u00fc\u015fmesinin beklendi\u011fi belirtildi. T\u00fcrkiye ekonomisinin 2026'da y\u00fczde 3,5, 2027'de y\u00fczde 4,2 b\u00fcy\u00fcyece\u011finin tahmin edildi\u011fi bildirildi.<\/p>\n
Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Moody's, T\u00fcrkiye'nin kredi notunda g\u00fcncelleme ger\u00e7ekle\u015ftirmedi. A\u00e7\u0131klamada, T\u00fcrkiye'nin kredi notunun, b\u00fcy\u00fck, \u00e7e\u015fitlendirilmi\u015f ve dinamik ekonomisi ile d\u00fc\u015f\u00fck kamu borcu taraf\u0131ndan desteklendi\u011fi aktar\u0131ld\u0131. A\u00e7\u0131klamada, S\u00fcregelen faiz indirim d\u00f6ng\u00fcs\u00fcne ra\u011fmen merkez bankas\u0131n\u0131n para politikas\u0131n\u0131n s\u0131k\u0131 kalmaya devam etti\u011fine i\u015faret edilen a\u00e7\u0131klamada, Aral\u0131k 2025'te y\u00fczde 30,9 olan enflasyonun 2026 sonunda y\u0131ll\u0131k y\u00fczde 22'ye gerilemesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek sosyal medya hesab\u0131ndan, \u201cKredi derecelendirme kurulu\u015fu Fitch, \u00fclkemizin kredi notu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc pozitife \u00e7evirdi. Bu geli\u015fme \u00f6n\u00fcm\u00fczdeki d\u00f6nemde not art\u0131\u015f\u0131 olabilece\u011fine i\u015faret ediyor. \u00d6nemli bir ko\u015fullu y\u00fck\u00fcml\u00fcl\u00fck olan KKM\u2019nin d\u00f6viz ve alt\u0131n t\u00fcm vadelerinin sona ermesiyle, bu uygulamaya ili\u015fkin d\u00fczenlemeler y\u00fcr\u00fcrl\u00fckten kald\u0131r\u0131ld\u0131. Ayr\u0131ca k\u0131sa vadeli yabanc\u0131 kaynak giri\u015fini s\u0131n\u0131rlamak amac\u0131yla zorunlu kar\u015f\u0131l\u0131k oranlar\u0131 art\u0131r\u0131ld\u0131. Program\u0131m\u0131zla ekonomimizin k\u0131r\u0131lganl\u0131klar\u0131n\u0131 azaltmaya ve makro finansal istikrar\u0131 g\u00fc\u00e7lendirmeye devam ediyoruz.\u201d de\u011ferlendirmesinde bulundu.<\/p>\n
TCMB, makrofinansal istikrar\u0131 ve parasal aktar\u0131m mekanizmas\u0131n\u0131 g\u00fc\u00e7lendirmek amac\u0131yla yurt d\u0131\u015f\u0131ndan temin edilen 1 y\u0131la kadar vadeli T\u00fcrk Liras\u0131 bor\u00e7lara uygulanan zorunlu kar\u015f\u0131l\u0131k oranlar\u0131nda de\u011fi\u015fiklikler yapt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Buna g\u00f6re T\u00fcrk Liras\u0131 cinsi yurt d\u0131\u015f\u0131 repo i\u015flemlerinden sa\u011flanan fonlar ve yurt d\u0131\u015f\u0131ndan kullan\u0131lan krediler i\u00e7in zorunlu kar\u015f\u0131l\u0131k oranlar\u0131 2 puan art\u0131r\u0131larak bir aya kadar vadede y\u00fczde 20'ye, 3 aya kadar vadede y\u00fczde 16'ya, 1 y\u0131la kadar vadede ise y\u00fczde 14'e y\u00fckseltildi. Ayr\u0131ca TCMB bir y\u0131la kadar vadeli yurt d\u0131\u015f\u0131 bankalar mevduat\u0131\/kat\u0131l\u0131m fonu ve yurt d\u0131\u015f\u0131 merkeze olan y\u00fck\u00fcml\u00fcl\u00fckler i\u00e7in zorunlu kar\u015f\u0131l\u0131k oran\u0131n\u0131 y\u00fczde 14\u2019e y\u00fckseltti\u011fini a\u00e7\u0131klad\u0131.<\/p>\n
ABD Borsalar\u0131nda kar\u0131\u015f\u0131k seyir izlendi. Kapan\u0131\u015fta Dow Jones Endeksi, y\u00fczde 0,58 azal\u0131\u015fla 49.098,71 puana gerilerken S&P500 Endeksi y\u00fczde 0,03 artarak 6.915,61 puana ve Nasdaq Endeksi y\u00fczde 0,28 kazan\u00e7la 23.501,24 puana y\u00fckseldi. Avrupa Borsalar\u0131 ise Almanya hari\u00e7 g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, Kanada\u2019n\u0131n \u00c7in ile bir ticaret anla\u015fmas\u0131 imzalamas\u0131 durumunda, bu \u00fclkeden gelen t\u00fcm \u00fcr\u00fcnlere y\u00fczde 100 oran\u0131nda g\u00fcmr\u00fck vergisi uygulayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Kanada Ba\u015fbakan\u0131 Mark Carney, \u00c7in ile bir serbest ticaret anla\u015fmas\u0131 yapma niyetinde olmad\u0131\u011f\u0131n\u0131 belirterek, Kanada-ABD-Meksika Ticaret Anla\u015fmas\u0131\u2019na (CUSMA) ba\u011fl\u0131 kalacaklar\u0131n\u0131 s\u00f6yledi.<\/p>\n
ABD'de Michigan t\u00fcketici g\u00fcven endeksi Ocak ay\u0131nda bir \u00f6nceki aya k\u0131yasla 3,5 puan artarak 56,4'e y\u00fckseldi. ABD\u2019de imalat sekt\u00f6r\u00fc PMI Ocak'ta bir \u00f6nceki aya g\u00f6re 0,1 puan artarak 51,9 olurken hizmet sekt\u00f6r\u00fc PMI 52,5 oldu. Bile\u015fik PMI ise ayl\u0131k 0,1 puan artarak 52,8\u2019e y\u00fckseldi.<\/p>\n
PMI veri ak\u0131\u015f\u0131 a\u00e7\u0131s\u0131ndan yo\u011fun bir g\u00fcn oldu. Almanya\u2019da imalat sekt\u00f6r\u00fc PMI, Ocak ay\u0131nda 48,7 olurken, hizmet sekt\u00f6r\u00fc PMI,53,3 ve bile\u015fik PMI 52,5 olarak ge\u00e7ekle\u015fti. \u0130ngiltere\u2019de imalat sekt\u00f6r\u00fc PMI, 51,6, hizmet sekt\u00f6r\u00fc PMI, 54,3 ve bile\u015fik PMI, 51,7 de\u011ferini ald\u0131. Euro B\u00f6lgesi\u2019nde imalat sekt\u00f6r\u00fc PMI, 48,8'den 49,4'e y\u00fckselirken hizmet PMI, 52,4'den 51,9'a geriledi. Bile\u015fik PMI ise 51,5 oldu.<\/p>\n
Bug\u00fcn g\u00fcndemdekiler\u2026<\/p>\n
Yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131 kar\u0131\u015f\u0131k bir seyir izliyor. Dow Jones vadeli endeksi y\u00fczde 0,12 ekside. Dolar\/TL 43,37 ve Euro\/TL 51,48 seviyelerinden i\u015flem g\u00f6r\u00fcyor. Dolar endeksi 97,13 seviyesinde bulunurken Euro\/Dolar paritesi 1,1860 s\u0131n\u0131r\u0131nda. Brent tipi petrol 65,49 dolardan, alt\u0131n\u0131n onsu 5.079,64 dolardan ve gram\u0131 ise 7.085,93 liradan al\u0131c\u0131 buluyor.\u00a0\u00a0\u00a0<\/p>\n
Bug\u00fcn yurt i\u00e7inde hizmet sekt\u00f6r\u00fc g\u00fcven endeksi yurt d\u0131\u015f\u0131nda ABD\u2019de dayan\u0131kl\u0131 mal sipari\u015fleri takip edilecek.<\/p>\n
Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 (Beklenti) Anketi\u2026<\/p>\n
Ocak 2026 tarihli TCMB piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketine g\u00f6re; 2025 y\u0131l\u0131 Aral\u0131k ay\u0131nda y\u00fczde 0,89 artan T\u00dcFE\u2019nin Ocak ay\u0131nda y\u00fczde 3,76, \u015eubat ay\u0131nda y\u00fczde 2,05, 2026 sonunda y\u00fczde 23,23 ve 2027 sonunda y\u00fczde 17,75 artmas\u0131 beklenmektedir. Yine ayn\u0131 ankette Dolar\/TL\u2019nin 12 ay sonras\u0131nda ise 51,89 olmas\u0131 \u00f6ng\u00f6r\u00fclmektedir. Cari dengenin 2026 sonunda 25,6 milyar dolar, 2027 sonunda ise 29,5 milyar dolar a\u00e7\u0131k vermesi beklenmektedir. GSYH b\u00fcy\u00fcmesinin 2026 ve 2027\u2019de s\u0131ras\u0131yla y\u00fczde 3,9 ve y\u00fczde 4,3 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fclmektedir. TCMB haftal\u0131k repo faizinin 2026 y\u0131l sonunda ise y\u00fczde 28,02 olmas\u0131 beklenmektedir.\u201d<\/p>\n
<\/strong> \u0130stanbul, 26 Ocak (Hibya) \u2013 BMD Ara\u015ft\u0131rma, yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131n\u0131n kar\u0131\u015f\u0131k bir seyir izledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":38164,"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-38163","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\/38163","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=38163"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38163\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38164"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38163"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38163"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"