BMD Ara\u015ft\u0131rma\u2019n\u0131n raporuna g\u00f6re,\u00a0Euro B\u00f6lgesi\u2019nde t\u00fcketici fiyat endeksi ocak ay\u0131nda ayl\u0131k bazda y\u00fczde 0,5 gerilerken, y\u0131ll\u0131k enflasyon 2025 Aral\u0131k ay\u0131nda y\u00fczde 2 seviyesindeyken 2026 Ocak\u2019ta y\u00fczde 1,7\u2019ye d\u00fc\u015ft\u00fc. Avrupa Merkez Bankas\u0131 (AMB), beklentilere paralel olarak faiz oranlar\u0131nda de\u011fi\u015fikli\u011fe gitmedi. Politika faizi y\u00fczde 2,15\u2019te, mevduat faizi y\u00fczde 2\u2019de ve gecelik bor\u00e7 verme faizi y\u00fczde 2,40\u2019ta sabit tutuldu. AMB Ba\u015fkan\u0131 Christine Lagarde, g\u00fc\u00e7l\u00fc euronun enflasyonu hedefin alt\u0131na \u00e7ekebilece\u011fini belirtirken, enflasyonun orta vadede hedefle uyumlu seyretti\u011fini ifade etti.<\/p>\n
\u0130ngiltere Merkez Bankas\u0131 (BoE) da politika faizini y\u00fczde 3,75 seviyesinde sabit b\u0131rakt\u0131. Banka, 2026 b\u00fcy\u00fcme tahminini y\u00fczde 1,2\u2019den y\u00fczde 0,9\u2019a, 2027 tahminini ise y\u00fczde 1,6\u2019dan y\u00fczde 1,5\u2019e indirdi. BoE Ba\u015fkan\u0131 Andrew Bailey, ko\u015fullar\u0131n uygun olmas\u0131 h\u00e2linde faiz indirimleri i\u00e7in alan bulundu\u011funu s\u00f6yledi.<\/p>\n
T\u00fcrkiye\u2019de ise ocak ay\u0131nda t\u00fcketici fiyat endeksi ayl\u0131k y\u00fczde 4,84 artarken, y\u0131ll\u0131k enflasyon y\u00fczde 30,89\u2019dan y\u00fczde 30,65\u2019e geriledi. Y\u0131ll\u0131k \u00e7ekirdek enflasyon y\u00fczde 29,80 olarak kaydedildi. Yurt i\u00e7i \u00fcretici fiyat endeksi (Y\u0130-\u00dcFE) ayl\u0131k y\u00fczde 2,67, y\u0131ll\u0131k y\u00fczde 27,17 art\u0131\u015f g\u00f6sterdi.<\/p>\n
Borsa \u0130stanbul\u2019da BIST 100 Endeksi hafta i\u00e7inde 13.998 puan ile zirve yenilemesine ra\u011fmen, sat\u0131\u015flar\u0131n etkisiyle haftay\u0131 y\u00fczde 2,29 kay\u0131pla 13.521 puandan tamamlad\u0131. Dolar\/TL kuru hafta i\u00e7inde 43,63 seviyesini a\u015farak rekor k\u0131rarken, Euro\/TL 51,25 seviyesinin alt\u0131na geriledi.<\/p>\n
Yurt d\u0131\u015f\u0131 yerle\u015fik yat\u0131r\u0131mc\u0131lar, 23-30 Ocak haftas\u0131nda 455 milyon dolar hisse senedi, 721,8 milyon dolar Devlet \u0130\u00e7 Bor\u00e7lanma Senedi ve 555,1 milyon dolar \u00f6zel sekt\u00f6r tahvili al\u0131m\u0131 yapt\u0131. Ayn\u0131 d\u00f6nemde yurt i\u00e7i yerle\u015fik ger\u00e7ek ki\u015filerin d\u00f6viz mevduat\u0131 artarken, t\u00fczel ki\u015filerin d\u00f6viz mevduat\u0131nda azal\u0131\u015f g\u00f6r\u00fcld\u00fc. Kur korumal\u0131 mevduat hesaplar\u0131 ise s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k CDS primi 250 baz puan\u0131n alt\u0131nda seyrini s\u00fcrd\u00fcrd\u00fc.<\/p>\n
Orta ve Uzun Vadeli Beklentiler<\/p>\n
BMD Ara\u015ft\u0131rma\u2019n\u0131n de\u011ferlendirmesinde, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) son d\u00f6nemdeki faiz ad\u0131mlar\u0131 da yer ald\u0131. TCMB, 2026 y\u0131l\u0131n\u0131n ilk toplant\u0131s\u0131nda politika faizini 100 baz puan indirerek y\u00fczde 37 seviyesine \u00e7ekti.<\/p>\n
Ocak 2026 tarihli Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019ne g\u00f6re, \u015fubat ay\u0131nda enflasyonun y\u00fczde 2,05 artmas\u0131, 2026 y\u0131l sonunda y\u00fczde 23,23, 2027 sonunda ise y\u00fczde 17,75 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Dolar\/TL kurunun 2026 sonunda 51,17, 12 ay sonras\u0131nda ise 51,89 olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Cari a\u00e7\u0131\u011f\u0131n 2026 sonunda 25,6 milyar dolar, 2027 sonunda ise 29,5 milyar dolar seviyesinde ger\u00e7ekle\u015fmesi tahmin edilirken, ekonomik b\u00fcy\u00fcmenin 2026 ve 2027 y\u0131llar\u0131nda s\u0131ras\u0131yla y\u00fczde 3,9 ve y\u00fczde 4,3 olmas\u0131 bekleniyor.<\/p>\n
<\/strong> \u0130stanbul, 6 \u015eubat (Hibya) – BMD Ara\u015ft\u0131rma\u2019n\u0131n haftal\u0131k de\u011ferlendirmesine g\u00f6re, geride kalan haftada yurt i\u00e7inde ve yurt d\u0131\u015f\u0131nda enflasyon verileri ile merkez bankalar\u0131n\u0131n faiz kararlar\u0131 piyasalar\u0131n oda\u011f\u0131nda yer ald\u0131.<\/p>\n","protected":false},"author":1,"featured_media":43710,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-43709","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/43709","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=43709"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/43709\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/43710"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=43709"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=43709"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=43709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"