Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda 30 Ocak haftas\u0131nda swap hari\u00e7 net rezervlerde 1,3 milyar dolarl\u0131k d\u00fc\u015f\u00fc\u015f (alt\u0131n fiyat etkisi hari\u00e7 5 milyar dolar d\u00fc\u015f\u00fc\u015f), yurt d\u0131\u015f\u0131 yerle\u015fiklerin yakla\u015f\u0131k 722 milyon dolarl\u0131k D\u0130BS al\u0131m\u0131 ve DTH\u2019lardaki yakla\u015f\u0131k 1,9 milyar dolar art\u0131\u015f\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cAyr\u0131ca, TCMB Analitik Bilan\u00e7o verilerine g\u00f6re, bu hafta 4 \u015eubat itibariyle br\u00fct rezervlerde 5,3 milyar dolar, swap hari\u00e7 rezervlerde ise yakla\u015f\u0131k 1 milyar dolarl\u0131k d\u00fc\u015f\u00fc\u015f oldu\u011funu hesapl\u0131yoruz.<\/p>\n
Bu d\u00f6nemde alt\u0131n fiyat etkisi negatif anlamda yakla\u015f\u0131k 2,1 milyar dolar oldu. Sene ba\u015f\u0131ndan beri art\u0131\u015f, br\u00fct rezervlerde yakla\u015f\u0131k 23,7 milyar dolar, swap hari\u00e7 net rezervlerde ise 18,7 milyar dolara seviyesindeyken, bu art\u0131\u015flar\u0131n kabaca 13,3 milyar dolar\u0131 alt\u0131n fiyatlar\u0131ndaki art\u0131\u015ftan kaynaklan\u0131yor.<\/p>\n
Parite etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f DTH bireysellerin yakla\u015f\u0131k 3,2 milyar dolar al\u0131m\u0131, kurumsallar\u0131n ise 1,3 milyar dolar sat\u0131m\u0131 ile toplam yakla\u015f\u0131k 1,9 milyar dolar art\u0131\u015f g\u00f6sterdi. D\u00f6viz mevduatlarda 2025 ba\u015f\u0131ndan beri ise toplam 25,2 milyar dolar art\u0131\u015f g\u00f6r\u00fcnmektedir.<\/p>\n
KKM hesaplar\u0131nda A\u011fustos 2023\u2019te ula\u015f\u0131lan tepe noktadan bu yana \u00e7\u00f6z\u00fclme 3,4 trilyon TL\u2019yi (136,9 milyar dolar) a\u015fm\u0131\u015f durumda. 23 A\u011fustos 2023 itibar\u0131yla ger\u00e7ek ki\u015filer i\u00e7in KKM hesaplar\u0131nda yenileme ve yeni a\u00e7\u0131l\u0131\u015flar\u0131n sona erdirilmesini takiben ge\u00e7en yakla\u015f\u0131k be\u015f ayl\u0131k s\u00fcre\u00e7te, sistemde yaln\u0131zca s\u0131n\u0131rl\u0131 bir bakiye kalm\u0131\u015ft\u0131r. \u00d6n\u00fcm\u00fczdeki haftadan itibaren bu veri art\u0131k yay\u0131nlanmayacakt\u0131r.<\/p>\n
DTH + KKM\u2019nin toplam mevduat i\u00e7erisindeki pay\u0131 ise y\u00fczde 41,6 seviyesindedir. DTH ve KKM hesaplar\u0131n\u0131n toplam mevduat i\u00e7indeki pay\u0131 KKM hesaplar\u0131n\u0131n zirve yapt\u0131\u011f\u0131 A\u011fustos 2023\u2019te y\u00fczde 68,4 seviyesine kadar y\u00fckselmi\u015fti.<\/p>\n
TL mevduatlar haftal\u0131k 453 milyar TL d\u00fc\u015f\u00fc\u015f g\u00f6stererek 16,3 trilyon TL seviyesine gerilemi\u015ftir.<\/p>\n
Yabanc\u0131 para krediler haftal\u0131k 2,9 milyar dolar art\u0131\u015f g\u00f6stermi\u015ftir. Mart 2024 sonundan bu yana y\u00fczde 50,3\u2019l\u00fck art\u0131\u015fla yakla\u015f\u0131k 69,6 milyar dolar geli\u015fim g\u00f6stererek 204 milyar dolar seviyesine ula\u015fm\u0131\u015ft\u0131r. \u00a0<\/p>\n
Y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f 13-haftal\u0131k ortalama kredi b\u00fcy\u00fcmesine bakt\u0131\u011f\u0131m\u0131zda ise, ticari krediler y\u00fczde 25,3\u2019ten y\u00fczde 27,3\u2019e y\u00fckselmi\u015f, t\u00fcketici kredileri ise y\u00fczde 51,9\u2019dan y\u00fczde 50,3\u2019e gerilemi\u015ftir.<\/p>\n
Yurtd\u0131\u015f\u0131 yerle\u015fiklerin 30 Ocak ile biten haftada D\u0130BS\u2019te 722 milyon dolarl\u0131k al\u0131\u015flar\u0131yla stok de\u011fer 22,4 milyar dolar oldu. D\u0130BS\u2019lere sene ba\u015f\u0131ndan beri yabanc\u0131 giri\u015fleri 4,2 milyar dolara ula\u015fm\u0131\u015f durumda. Hisse senetlerinde ilgili haftada 455 milyon dolar al\u0131m ger\u00e7ekle\u015fti ve stok de\u011feri 42,4 milyar dolar seviyesinde seyretti. Hisse senetlerine yabanc\u0131 giri\u015fleri son 9 haftad\u0131r kesintisiz devam ederken, bu s\u00fcre\u00e7te toplam giri\u015fler 2,3 milyar dolar\u0131 buldu Hazine eurobondu taraf\u0131nda ise yakla\u015f\u0131k 225 milyon dolarl\u0131k sat\u0131\u015f ger\u00e7ekle\u015fti ve stok de\u011feri yakla\u015f\u0131k 85,9 milyar dolar oldu.<\/p>\n
30 Ocak haftas\u0131nda br\u00fct rezervler 215,6 milyar dolardan yakla\u015f\u0131k 2,5 milyar dolar art\u0131\u015fla 218,1 milyar dolara y\u00fckseldi. Ayn\u0131 haftada net rezervler ise 95,5 milyar dolardan 2,2 milyar dolar d\u00fc\u015f\u00fc\u015f g\u00f6stererek 93,3 milyar dolara geriledi. Swap hari\u00e7 net rezervler de 1,3 milyar dolar d\u00fc\u015f\u00fc\u015fle (alt\u0131n etkisi hari\u00e7 yakla\u015f\u0131k 5 milyar dolar d\u00fc\u015f\u00fc\u015f) g\u00f6stererek 82,1 milyar dolara geriledi. Swap hari\u00e7 net rezervlerin 2024 mart sonundaki dip seviyesi ise -65,5 milyar dolar, 14 \u015eubat 2025 tarihindeki zirve seviyesi ise 71 milyar dolar olmu\u015ftu.<\/p>\n
TCMB\u2019nin analitik bilan\u00e7osuna g\u00f6re, g\u00f6re, 4 \u015eubat itibariyle (bu haftan\u0131n ilk 3 g\u00fcn\u00fcnde) br\u00fct rezervlerde 5,3 milyar dolar, net rezervlerde yakla\u015f\u0131k 140 milyon dolar ve swap hari\u00e7 net rezervlerde de yakla\u015f\u0131k 1 milyar dolar d\u00fc\u015f\u00fc\u015f hesaplamaktay\u0131z. Bu d\u00f6nemde alt\u0131n fiyat etkisi negatif anlamda yakla\u015f\u0131k 2,1 milyar dolar oldu.<\/p>\n
Buna g\u00f6re, alt\u0131n fiyat etkisi hari\u00e7 tutuldu\u011funda swap hari\u00e7 rezervlerde yakla\u015f\u0131k 1,1 milyar dolarl\u0131k bir art\u0131\u015ftan s\u00f6z edilebilir. Sene ba\u015f\u0131ndan beri art\u0131\u015f, br\u00fct rezervlerde yakla\u015f\u0131k 23,7 milyar dolar, swap hari\u00e7 net rezervlerde ise 18,7 milyar dolara seviyesindeyken, bu art\u0131\u015flar\u0131n kabaca 13,3 milyar dolar\u0131 alt\u0131n fiyatlar\u0131ndaki art\u0131\u015ftan kaynaklan\u0131yor. Ayr\u0131ca, 5 \u015eubat Per\u015fembe g\u00fcn\u00fc ons alt\u0131n fiyat\u0131ndaki yakla\u015f\u0131k y\u00fczde 2 gerileme bu haftaki rezervlere olumsuz yans\u0131yacakt\u0131r.<\/p>\n
Para Piyasas\u0131 Fonu (PPF) b\u00fcy\u00fckl\u00fc\u011f\u00fc 30 Ocak haftas\u0131nda yakla\u015f\u0131k 8,3 milyar TL d\u00fc\u015f\u00fc\u015f g\u00f6stererek 1,55 trilyon TL\u2019ye geriledi. Serbest \u015eemsiye Fonu alt\u0131ndaki PPF b\u00fcy\u00fckl\u00fc\u011f\u00fc ise ge\u00e7en hafta yakla\u015f\u0131k 23,1 milyar TL d\u00fc\u015f\u00fc\u015f g\u00f6stererek 1,2 trilyon TL\u2019ye geriledi. T\u00fcm d\u00f6viz fonlar\u0131n\u0131n aktif b\u00fcy\u00fckl\u00fc\u011f\u00fc ise yakla\u015f\u0131k 451 milyon dolarl\u0131k art\u0131\u015fla 81 milyar dolara y\u00fckseldi. 2024 ba\u015f\u0131nda bu seviye 25 milyar dolar, 2025 ba\u015f\u0131nda ise 50 milyar dolar civar\u0131ndayd\u0131. Yat\u0131r\u0131m fonlar\u0131n\u0131 da dahil ederek hesaplad\u0131\u011f\u0131m\u0131z dolarizasyon oran\u0131, 30 Ocak haftas\u0131nda y\u00fczde 42,7\u2019den y\u00fczde 44 seviyesine y\u00fckseldi. Bu oran 2023 y\u0131l\u0131 ortalar\u0131nda y\u00fczde 70\u2019e kadar y\u00fckselmi\u015fti.\u201d<\/p>\n
<\/strong> \u0130stanbul, 5 \u015eubat (Hibya) \u2013 Gedik Yat\u0131r\u0131m, TL mevduatlar\u0131n haftal\u0131k 453 milyar TL d\u00fc\u015f\u00fc\u015f g\u00f6stererek 16,3 trilyon TL seviyesine geriledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":43098,"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-43097","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\/43097","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=43097"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/43097\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/43098"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=43097"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=43097"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=43097"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"