{"id":55533,"date":"2026-03-03T13:30:07","date_gmt":"2026-03-03T10:30:07","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/03\/03\/subat-tufesinde-171-puanlik-etki-gidadan-geldi"},"modified":"2026-03-03T13:30:07","modified_gmt":"2026-03-03T10:30:07","slug":"subat-tufesinde-171-puanlik-etki-gidadan-geldi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/03\/03\/subat-tufesinde-171-puanlik-etki-gidadan-geldi\/","title":{"rendered":"\u015eubat T\u00dcFE\u2019sinde 1,71 puanl\u0131k etki g\u0131dadan geldi"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m de\u011ferlendirmesinde, \u015fubat ay\u0131nda T\u00fcketici Fiyat Endeksi\u2019nde (T\u00dcFE) g\u00f6r\u00fclen y\u00fczde 2,96\u2019l\u0131k art\u0131\u015fta, endeks \u00fczerinde 24,44 a\u011f\u0131rl\u0131\u011fa sahip \u2018G\u0131da ve Alkols\u00fcz \u0130\u00e7ecekler\u2019 grubundan gelen 1,71 puanl\u0131k etkinin \u00f6n planda yer ald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>De\u011ferlendirmede \u015fu bilgiler verildi:<\/p>\n<p>&#8220;16,62 oran\u0131nda a\u011f\u0131rl\u0131\u011f\u0131 olan &#039;Ula\u015ft\u0131rma&#039; harcama grubundan gelen 0,43 puanl\u0131k, 11,13 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip &#039;Lokantalar ve Konaklama Hizmetleri&#039; harcama grubundan gelen 0,32 puanl\u0131k ve 11,40 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip &#039;Konut, Su, Elektrik, Gaz ve Di\u011fer Yak\u0131tlar&#039; harcama grubundan gelen 0,27 puanl\u0131k etkiler kendisini g\u00f6stermi\u015ftir. Di\u011fer yandan, 7,90 oran\u0131nda a\u011f\u0131rl\u0131\u011fa sahip \u2018Giyim ve Ayakkab\u0131\u2019 harcama grubundan gelen -0,38 puanl\u0131k etki ise; T\u00dcFE\u2019deki ayl\u0131k art\u0131\u015f\u0131 s\u0131n\u0131rlayan unsur olmu\u015ftur. \u00d6zetle; G\u0131da taraf\u0131nda mevsimsel etkiler \u00f6n plana \u00e7\u0131karken, Ula\u015ft\u0131rma\u2019da petrol ve t\u00fcrevlerindeki art\u0131\u015flar, Lokanta ve Konaklama Hizmetlerinde yine g\u0131da ve \u00fccret art\u0131\u015flar\u0131n\u0131n etkili oldu\u011funu g\u00f6zlemliyoruz.<\/p>\n<p>Veriyi, TCMB\/PPK kararlar\u0131na etkisi a\u00e7\u0131s\u0131ndan de\u011ferlendirdi\u011fimizde; hat\u0131rlayacak olursak TCMB, 22 Ocak\u2019ta ger\u00e7ekle\u015ftirilen son PPK (Para Politikas\u0131 Kurulu) toplant\u0131s\u0131nda faiz oranlar\u0131n\u0131 100 baz puan indirmi\u015fti (Politika Faizi y\u00fczde 38,00\u2019den 37,00\u2019ye). Hem bug\u00fcnk\u00fc y\u00fcksek T\u00dcFE rakamlar\u0131, hem de Orta Do\u011fu\u2019da ortaya \u00e7\u0131kan sava\u015f sonras\u0131nda; 12 Mart\u2019taki ilk PPK toplant\u0131s\u0131nda bir faiz indirimi yapmak i\u00e7in TCMB\u2019nin eli hayli zay\u0131flam\u0131\u015f durumda. Hatta, jeopolitik risk art\u0131\u015flar\u0131 sonras\u0131nda al\u0131nan tedbirler \u00e7er\u00e7evesinde Politika Faizi\u2019ni bir s\u00fcreli\u011fine devre d\u0131\u015f\u0131 b\u0131rakan TCMB\u2019nin, 12 Mart\u2019taki toplant\u0131da \u015fu an y\u00fczde 40 d\u00fczeyindeki Gecelik Bor\u00e7 Verme Faizi\u2019ni art\u0131rmas\u0131n\u0131 da olas\u0131 g\u00f6r\u00fcyoruz. 22 Nisan tarihindeki PPK toplant\u0131s\u0131 i\u00e7in ise; jeopolitik risklerin Mart enflasyonuna etkileri kritik olaca\u011f\u0131 i\u00e7in, bu risklerin devam edip etmeyece\u011fini ve enerji ba\u015fta olmak \u00fczere emtia fiyatlar\u0131na etkilerini yak\u0131ndan izlemekte fayda var.<\/p>\n<p>Fiyatlamalar taraf\u0131na bakt\u0131\u011f\u0131m\u0131zda; bug\u00fcnk\u00fc veriler sonras\u0131nda y\u0131ll\u0131k T\u00dcFE\u2019de ortaya \u00e7\u0131kan art\u0131\u015fla, sene sonu beklentilerimizi de yukar\u0131 y\u00f6nl\u00fc revize etmi\u015f durumday\u0131z. 12 Mart\u2019ta TCMB\u2019nin Politika Faizi\u2019ni indiremeyece\u011fi senaryomuzun ger\u00e7ekle\u015fmesi durumunda; ba\u015fta bankac\u0131l\u0131k sekt\u00f6r\u00fc olmak \u00fczere borsa a\u00e7\u0131s\u0131ndan negatiflik i\u00e7erebilece\u011fini d\u00fc\u015f\u00fcnmekteyiz.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 3 Mart (Hibya) &#8211; Alnus Yat\u0131r\u0131m, \u015fubat ay\u0131nda T\u00dcFE\u2019de g\u00f6r\u00fclen y\u00fczde 2,96\u2019l\u0131k art\u0131\u015fta en y\u00fcksek katk\u0131n\u0131n g\u0131da ve alkols\u00fcz i\u00e7eceklerden geldi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":55534,"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-55533","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\/55533","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=55533"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/55533\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/55534"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=55533"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=55533"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=55533"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}