Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel tarafta, i\u00e7inde bulunulan haftaya yine; ABD-\u0130ran jeopolitik risk g\u00fcndemi ile ba\u015fland\u0131\u011f\u0131 belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201c\u00d6nceki cuma g\u00fcn\u00fc Umman\u2019\u0131n ba\u015fkenti Maskat\u2019ta ger\u00e7ekle\u015ftirilen g\u00f6r\u00fc\u015fme sonras\u0131nda, \u0130ran\u2019dan gelen a\u00e7\u0131klamalar \u0131l\u0131ml\u0131 bir g\u00f6r\u00fcnt\u00fcye i\u015faret ederken; dikkatler ABD\u2019den gelecek a\u00e7\u0131klamalara \u00e7evrildi. ABD Ba\u015fkan\u0131 Donald Trump, konuya dair yapt\u0131\u011f\u0131 a\u00e7\u0131klamalarda: G\u00f6r\u00fc\u015fmelerin i\u015fler netlik kazanana(bir anla\u015fma sa\u011flan\u0131p sa\u011flanmayaca\u011f\u0131na) kadar devam edece\u011fini s\u00f6ylerken, zaman zaman da tehditkar a\u00e7\u0131klamalarda bulundu ve ABD\u2019nin ikinci bir u\u00e7ak gemisinin daha b\u00f6lgeye hareket etmesi dikkat \u00e7ekti.<\/p>\n
Ticaret sava\u015flar\u0131 g\u00fcndemi g\u00f6rece sakin ilerlerken, Trump\u2019\u0131n: Nisan ay\u0131nda \u00c7in Devlet Ba\u015fkan\u0131 Xi\u2019yi ziyaret etmek i\u00e7in \u00c7in\u2019e gidece\u011fini duyurmas\u0131 ve yine Trump\u2019\u0131n metal ve al\u00fcminyum \u00fczerindeki g\u00fcmr\u00fck tarifelerini kald\u0131rabilece\u011fine dair haberler kritikti. Ekonomik takvimde ise; ABD\u2019de tart\u0131\u015fmalar\u0131n oda\u011f\u0131ndaki istihdam verileri ve T\u00dcFE oranlar\u0131 merakla beklendi.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc gelen Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam; son 7 ay\u0131n en g\u00fc\u00e7l\u00fc seviyesinde a\u00e7\u0131klan\u0131rken, \u0130\u015fsizlik Oran\u0131\u2019n\u0131n da y\u00fczde 4,4\u2019den y\u00fczde 4,3\u2019e gerilemesiyle; Fed\u2019in ilk faiz indirimi yapabilece\u011fi aya ili\u015fkin beklentiler Haziran\u2019dan Temmuz\u2019a \u00f6telendi. Bu \u015fahin veri setinin yan\u0131 s\u0131ra; Per\u015fembe ak\u015fam\u0131 Apple\u2019\u0131n, \u00e7\u0131kan sorunlar nedeniyle \u2018Siri\u2019ye y\u00f6nelik yapay zeka g\u00fcncellemesini birka\u00e7 \u00f6teledi\u011fine dair haberler ile k\u00fcresel \u00e7apta risk alma i\u015ftah\u0131 azald\u0131. Haftan\u0131n kalan\u0131nda(bug\u00fcn), ABD\u2019den gelecek T\u00dcFE Oranlar\u0131 da, piyasalar a\u00e7\u0131s\u0131ndan hayli kritik olacak.<\/p>\n
Haftan\u0131n, i\u00e7 taraftaki en \u00f6nemli g\u00fcndem maddesi ise; \u00f6nceki hafta gelen y\u00fcksek Ocak ay\u0131 enflasyon rakamlar\u0131 sonras\u0131nda yap\u0131labilecek revizelerin merakla beklendi\u011fi TCMB\u2019nin 2026 y\u0131l\u0131ndaki ilk Enflasyon Raporuydu. TCMB Ba\u015fkan\u0131 Fatih Karahan\u2019\u0131n sunumu ile a\u00e7\u0131klanan raporda; 2026 y\u0131l sonu i\u00e7in senelik T\u00dcFE beklentisi, \u00f6nceki y\u0131l a\u00e7\u0131klanan y\u00fczde 13-19 aral\u0131\u011f\u0131ndan y\u00fczde 15- 21 aral\u0131\u011f\u0131na revize edilirken, y\u00fczde 16 d\u00fczeyindeki ara hedefin korunmas\u0131 ise dikkat \u00e7ekti.<\/p>\n
Per\u015fembe g\u00fcn\u00fc TCMB\u2019den gelen veri setinde; br\u00fct rezervler 10,68 milyar dolar azal\u0131rken, yurt d\u0131\u015f\u0131 yerle\u015fiklerin 134 milyon dolar ile hisse ve 255 milyar dolar ile D\u0130BS al\u0131mlar\u0131n\u0131n devam etti\u011fi g\u00f6r\u00fcld\u00fc. Cuma g\u00fcn\u00fc(bug\u00fcn), TCMB taraf\u0131ndan a\u00e7\u0131klanan Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019nde; 2026 y\u0131l sonu i\u00e7in senelik T\u00dcFE tahmini 23,23\u2019den 24,11\u2019e y\u00fckselirken, TCMB\u2019nin d\u00fczenleyece\u011fi ilk \u00fc\u00e7 PPK toplant\u0131s\u0131nda ise; s\u0131ras\u0131yla 100 baz puan, 100 baz puan ve 150 baz puan civarlar\u0131nda faiz indirimi yap\u0131labilece\u011finin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc ortaya \u00e7\u0131kt\u0131. TCMB\u2019nin bug\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 bir di\u011fer veri setine g\u00f6re; Aral\u0131k ay\u0131nda Cari \u0130\u015flemler Dengesi, 2024 Ocak ay\u0131ndan bu yana en y\u00fcksek seviye olan 7 milyar 253 milyon dolar a\u00e7\u0131k verirken, 2025 y\u0131l\u0131n\u0131n tamam\u0131 i\u00e7in ortaya \u00e7\u0131kan a\u00e7\u0131k miktar\u0131 25 milyar 207 milyon dolar oldu.<\/p>\n
\u00d6n\u00fcm\u00fczdeki hafta, k\u00fcresel \u00e7apta fiyatlamalar a\u00e7\u0131s\u0131ndan yine; \u00f6nceki haftalarda oldu\u011fu gibi jeopolitik riskler ve ticaret sava\u015flar\u0131 konular\u0131ndaki geli\u015fmeleri takipte olaca\u011f\u0131z. Ayr\u0131ca, maj\u00f6r ekonomilerden gelecek ekonomik verilerin merkez bankas\u0131 politikalar\u0131nda dair olas\u0131 etkileri ile birlikte, piyasalarda y\u00fcksek oynakl\u0131klar olu\u015fabilir.<\/p>\n
T\u00fcketici ve \u0130malat Sanayii G\u00fcven Endeksleri, Kapasite Kullan\u0131m Oran\u0131, Konut ve Bor\u00e7 \u0130statistikleri gibi bir dizi ikincil verinin izlenece\u011fi i\u00e7 tarafta ise, TCMB\u2019nin bu hafta a\u00e7\u0131klad\u0131\u011f\u0131 Enflasyon Raporu ve Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019nin yank\u0131lar\u0131 ve k\u00fcresel taraftaki fiyatlamalarla; TL varl\u0131klar\u0131nda volatilite art\u0131\u015f\u0131 g\u00f6r\u00fclebilir.\u201d<\/p>\n
<\/strong> \u0130stanbul, 13 \u015eubat (Hibya) \u2013 Alnus Yat\u0131r\u0131m, yeni haftada, i\u00e7 ve d\u0131\u015f tarafta yo\u011fun bir veri takviminin izlenece\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":47003,"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-47002","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\/47002","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=47002"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/47002\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/47003"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=47002"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=47002"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=47002"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"