{"id":5982,"date":"2025-11-14T13:45:06","date_gmt":"2025-11-14T10:45:06","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/14\/alnus-yatirimdan-piyasa-katilimcilari-anketi-degerlendirmesi"},"modified":"2025-11-14T13:45:06","modified_gmt":"2025-11-14T10:45:06","slug":"alnus-yatirimdan-piyasa-katilimcilari-anketi-degerlendirmesi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/14\/alnus-yatirimdan-piyasa-katilimcilari-anketi-degerlendirmesi\/","title":{"rendered":"Alnus Yat\u0131r\u0131m’dan piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketi de\u011ferlendirmesi"},"content":{"rendered":"

Alnus Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, TCMB\u2019nin 2025 Kas\u0131m d\u00f6nemine ait \u2018Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019nin sonu\u00e7lar\u0131nda,\u00a0Kas\u0131m ay\u0131 enflasyonuna (T\u00dcFE) ili\u015fkin y\u00fczde 1,59 d\u00fczeyindeki beklentinin; \u00f6ng\u00f6r\u00fclere g\u00f6e y\u00fczde 1,65 civar\u0131nda bir enflasyon art\u0131\u015f\u0131na hayli yak\u0131n oldu\u011fu belirtildi.<\/p>\n

De\u011ferlendirmede \u015fu bilgiler verildi:<\/p>\n

“Yine, Aral\u0131k ay\u0131 i\u00e7in y\u00fczde 1,16 oran\u0131ndaki enflasyon tahmini; bizim y\u00fczde 1,20\u2019lik \u00f6ng\u00f6r\u00fcm\u00fcze ve sene sonu y\u0131ll\u0131k y\u00fczde 32,20\u2019lik T\u00dcFE anket \u00f6ng\u00f6r\u00fcs\u00fc de; bizim beklentimiz olan y\u00fczde 32,32 seviyesine yak\u0131n konumda bulunuyor.<\/p>\n

23 Kas\u0131m\u2019daki 100 baz puanl\u0131k faiz indirimi ile \u015fu an y\u00fczde 39,50 d\u00fczeyinde yer alan TCMB Politika Faizi (1 Hafta Vadeli Repo \u0130hale Oran\u0131)\u2019ne ili\u015fkin olarak; 11 Aral\u0131k\u2019taki ilk Para Politikas\u0131 Kurulu toplant\u0131s\u0131nda, ankette 100 ila 150 baz puan aral\u0131\u011f\u0131nda (100 de olabilir 150 de) bir faiz indirimi beklenirken, biz ise faizin 100 baz puan indirilece\u011fini ve sene sonunda Politika Faizi\u2019nin y\u00fczde 38,50 d\u00fczeyinde konumland\u0131r\u0131laca\u011f\u0131n\u0131 \u00f6ng\u00f6rmekteyiz.<\/p>\n

Senenin ilk 9 ay\u0131nda gelen Cari \u0130\u015flemler Dengesi verileri; 14,9 Milyar Dolarl\u0131k bir a\u00e7\u0131\u011fa i\u015faret ederken, son \u00e7eyrekte Turizm sezonunun bitmesi ile Hizmet Gelir Dengesi\u2019ndeki fazlal\u0131\u011f\u0131n zay\u0131flamas\u0131n\u0131 ve enerji ba\u015fta olmak \u00fczere ithalat art\u0131\u015flar\u0131n\u0131n etkisiyle de cari a\u00e7\u0131\u011f\u0131n 20,0 Milyar Dolar civar\u0131nda yer almas\u0131n\u0131 beklemekteyiz. Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketinde ise; 20,9 Milyar Dolarl\u0131k bir a\u00e7\u0131k tahmini \u00f6n plana \u00e7\u0131km\u0131\u015f durumda.<\/p>\n

Son olarak 2025 y\u0131l\u0131 GSY\u0130H b\u00fcy\u00fcmesine ili\u015fkin ankette y\u00fczde 3,4 d\u00fczeyine revize edilen \u00f6ng\u00f6r\u00fc, bizim tahminimize (y\u00fczde 3,4) paraleldir.”<\/p>\n

<\/strong>
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 14 Kas\u0131m (Hibya) – Alnus Yat\u0131r\u0131m, 2025 y\u0131l\u0131 GSY\u0130H b\u00fcy\u00fcmesine ili\u015fkin ankette y\u00fczde 3,4 d\u00fczeyine revize edilen \u00f6ng\u00f6r\u00fcn\u00fcn, taminle paralel oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":5983,"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-5982","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\/5982","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=5982"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/5982\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/5983"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=5982"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=5982"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=5982"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}