BMD Ara\u015ft\u0131rma'n\u0131n raporunda\u00a0geride b\u0131rak\u0131lan haftada yurt i\u00e7inde sanayi \u00fcretimi ve cari i\u015flemlerin, yurt d\u0131\u015f\u0131nda ise Almanya\u2019da enflasyon ile \u0130ngiltere ve Euro B\u00f6lgesi\u2019nde b\u00fcy\u00fcme verilerinin takip edildi\u011fi belirtildi. “Ayr\u0131ca ABD'de federal h\u00fck\u00fcmetin yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik geli\u015fmeler piyasalar\u0131n oda\u011f\u0131nda yer ald\u0131.” ifadelerine yer verilen raporda \u015funlar kaydedildi:<\/p>\n
“Almanya\u2019da t\u00fcketici fiyat endeksi, Ekim ay\u0131nda ayl\u0131k y\u00fczde 0,3 artarken Eyl\u00fcl ay\u0131nda y\u00fczde 2,4 olan y\u0131ll\u0131k enflasyon, Ekim ay\u0131nda y\u00fczde 2,3\u2019e geriledi. \u0130ngiltere ekonomisi, 2025 y\u0131l\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde \u00e7eyreklik bazda y\u00fczde 0,1 ve y\u0131ll\u0131k bazda y\u00fczde 1,3 b\u00fcy\u00fcd\u00fc. Euro B\u00f6lgesi ekonomisi, 2025 y\u0131l\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 0,2 ve bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re y\u00fczde 1,4 b\u00fcy\u00fcme g\u00f6sterdi.<\/p>\n
ABD Senatosu, yerel saatle Pazartesi gecesi 1 Ekim'de kapanan federal h\u00fck\u00fcmetin yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik ge\u00e7ici b\u00fct\u00e7e tasar\u0131s\u0131n\u0131 onaylad\u0131. ABD Senatosu\u2019nun ard\u0131ndan Temsilciler Meclisi de ge\u00e7ici b\u00fct\u00e7e tasar\u0131s\u0131n\u0131 onaylad\u0131. Sonras\u0131nda \u00c7ar\u015famba g\u00fcn\u00fc ABD Ba\u015fkan\u0131 Trump, ABD'de federal h\u00fck\u00fcmete Ocak ay\u0131 sonuna kadar finansman sa\u011flanmas\u0131n\u0131 \u00f6ng\u00f6ren b\u00fct\u00e7e tasar\u0131s\u0131na imza att\u0131 ve b\u00f6ylelikle \u00fclke tarihinin en uzun s\u00fcreli kapanmas\u0131 43. g\u00fcn\u00fcnde sona erdi. K\u00fcresel piyasalarda hafta i\u00e7inde kar\u0131\u015f\u0131k bir seyir izlendi.<\/p>\n
T\u00fcrkiye\u2019de sanayi \u00fcretimi, Eyl\u00fcl ay\u0131nda ayl\u0131k y\u00fczde 2,2 azal\u0131rken y\u0131ll\u0131k y\u00fczde 2,9 artt\u0131. Cari denge, Eyl\u00fcl ay\u0131nda 1,1 milyar dolar fazla verdi. \u00d6demeler dengesi tan\u0131ml\u0131 d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 5,4 milyar dolar olurken hizmetler dengesi kaynakl\u0131 net giri\u015fler 7,7 milyar dolar olarak ger\u00e7ekle\u015fti. Alt\u0131n ve enerji hari\u00e7 cari i\u015flemler dengesi ise 6,8 milyar dolar fazla verdi. Haftaya pozitif ba\u015flamas\u0131na ra\u011fmen hafta genelinde sat\u0131c\u0131l\u0131 bir seyri izleyerek 10.373,75 seviyesine kadar gerileyen B\u0130ST100 Endeksi, y\u00fczde 3,28 kay\u0131pla 10.565,74 puandan haftay\u0131 tamamlad\u0131. 42,21'li seviyelerden haftaya ba\u015flayan Dolar\/TL, 42,3348 ile tarihi zirvesini yenilerken Euro\/TL, 49,3692 ile rekor k\u0131rd\u0131.\u00a0\u00a0<\/p>\n
Yurt d\u0131\u015f\u0131 yerle\u015fik yat\u0131r\u0131mc\u0131lar, 31 Ekim-7 Kas\u0131m 2025 haftas\u0131nda reel olarak (fiyat ve kur etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f) 35,7 milyon dolar hisse senedi al\u0131m\u0131, 311,5 milyon dolar Devlet \u0130\u00e7 Bor\u00e7lanma Senedi (D\u0130BS-Kesin Al\u0131m) al\u0131m\u0131 ve 5,6 milyon dolar \u00d6zel Sekt\u00f6r Tahvil sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirdi. Ayn\u0131 haftada yurt i\u00e7inde yerle\u015fik ger\u00e7ek ki\u015filerin d\u00f6viz mevduat\u0131 464 milyon dolar azalarak 132.310 milyon dolara ve t\u00fczel ki\u015filerin d\u00f6viz mevduat\u0131 829 milyon dolar azalarak 77.505 milyon dolara geriledi. Kur korumal\u0131 mevduat (KKM) hesaplar\u0131 908 milyon dolar azalarak 2.234 milyon dolar (94 milyar TL) olarak ger\u00e7ekle\u015fti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131 250 s\u0131n\u0131r\u0131n\u0131n alt\u0131nda kalmaya devam etti.<\/p>\n
Uzun vadede ne bekliyoruz<\/p>\n
TCMB, 2025 y\u0131l\u0131n\u0131n ilk iki toplant\u0131s\u0131nda politika faizini 250\u2019\u015fer baz puan indirerek y\u00fczde 42,50 seviyesine \u00e7ekti. TCMB politika faizini, 17 Nisan tarihli toplant\u0131s\u0131nda 350 baz puan art\u0131rarak y\u00fczde 46,00 seviyesine y\u00fckseltirken 19 Haziran toplant\u0131s\u0131nda de\u011fi\u015ftirmeyerek %46 seviyesinde sabit b\u0131rakt\u0131. 24 Temmuz tarihli toplant\u0131da ise 300 baz puan, 11 Eyl\u00fcl tarihli toplant\u0131da 250 baz puan ve 23 Ekim tarihli toplant\u0131da 100 baz puan indirerek y\u00fczde 39,50\u2019ye d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n
Kas\u0131m 2025 tarihli TCMB piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketine g\u00f6re; Ekim ay\u0131nda y\u00fczde 2,55 artan T\u00dcFE\u2019nin Kas\u0131m ay\u0131nda\u00a0y\u00fczde 1,59 ve Aral\u0131k ay\u0131nda\u00a0y\u00fczde 1,16, 2025 sonunda y\u00fczde 32,20 ve 2026 sonunda y\u00fczde 23,21 artmas\u0131 beklenmektedir. Yine ayn\u0131 ankette Dolar\/TL\u2019nin 2025 sonunda 43,42 ve 12 ay sonras\u0131nda ise 50,62 olmas\u0131 \u00f6ng\u00f6r\u00fclmektedir. Cari dengenin 2025 sonunda 20,9 milyar dolar, 2026 sonunda ise 24,3 milyar dolar a\u00e7\u0131k vermesi beklenmektedir. GSYH b\u00fcy\u00fcmesinin 2025 ve 2026\u2019da s\u0131ras\u0131yla y\u00fczde 3,4 ve y\u00fczde 3,8 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fclmektedir. TCMB haftal\u0131k repo faizinin 2025 y\u0131l sonunda y\u00fczde 38,28 ve 2026 y\u0131l sonunda ise y\u00fczde 27,78 olmas\u0131 beklenmektedir.”<\/p>\n
<\/strong> \u0130stanbul, 14 Kas\u0131m (Hibya)- BMD Ara\u015ft\u0131rma, B\u0130ST100 Endeksinin y\u00fczde 3,28 kay\u0131pla 10.565,74 puandan haftay\u0131 tamamlad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":6164,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-6163","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\/6163","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=6163"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/6163\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/6164"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=6163"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=6163"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=6163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"