Alnus Yat\u0131r\u0131m taraf\u0131ndan yap\u0131lan analizde, Karahan\u2019\u0131n K\u00f6rfez\u2019deki gerilimin k\u0131sa vadede enflasyonist bask\u0131lar\u0131 canl\u0131 tutaca\u011f\u0131n\u0131 vurgulad\u0131\u011f\u0131 belirtilirken, dezenflasyon s\u00fcrecinde veri odakl\u0131 ve ihtiyatl\u0131 para politikas\u0131 yakla\u015f\u0131m\u0131n\u0131n s\u00fcrd\u00fcr\u00fclece\u011fi mesaj\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
K\u00fcresel b\u00fcy\u00fcmede 2026 y\u0131l\u0131 i\u00e7in ivme kayb\u0131 beklendi\u011fi, buna ba\u011fl\u0131 olarak T\u00fcrkiye\u2019nin d\u0131\u015f talebinde zay\u0131flama \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131. Kart harcamalar\u0131 ve perakende sat\u0131\u015f verilerinin i\u00e7 talepte yava\u015flamaya i\u015faret etti\u011finin belirtildi\u011fi de\u011ferlendirmede, s\u0131k\u0131 para politikas\u0131n\u0131n talep kompozisyonunda dengelenmeyi destekledi\u011fi kaydedildi.<\/p>\n
Jeopolitik risklerin d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 ve cari denge \u00fczerinde yukar\u0131 y\u00f6nl\u00fc risk olu\u015fturdu\u011funa dikkat \u00e7ekilen analizde, Orta Do\u011fu\u2019daki gerilimin arz \u015foklar\u0131 \u00fczerinden enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc etkiledi\u011fi ifade edildi. \u00d6nc\u00fc verilerin ise arz ko\u015fullar\u0131ndaki normalle\u015fmeyle birlikte may\u0131s ay\u0131nda sebze fiyatlar\u0131nda d\u00fc\u015f\u00fc\u015f sinyali verdi\u011fi ve bunun ilerleyen d\u00f6nemde g\u0131da enflasyonuna olumlu katk\u0131 sa\u011flayabilece\u011fi belirtildi.<\/p>\n
TCMB\u2019nin enflasyon tahminlerinde yukar\u0131 y\u00f6nl\u00fc revizyona gitti\u011fi vurguland\u0131. Buna g\u00f6re TCMB, 2026 y\u0131l\u0131 i\u00e7in ara hedefini y\u00fczde 16\u2019dan y\u00fczde 24\u2019e y\u00fckseltirken, y\u0131l sonu enflasyon tahminini de y\u00fczde 15-21 aral\u0131\u011f\u0131ndan y\u00fczde 26\u2019ya \u00e7\u0131kard\u0131. 2027 y\u0131l\u0131 i\u00e7in ara hedef y\u00fczde 15\u2019e revize edilirken, y\u0131l sonu tahmini y\u00fczde 15 olarak g\u00fcncellendi. TCMB, 2028 y\u0131l\u0131 sonunda ise enflasyonun y\u00fczde 9 seviyesine gerilemesini ve orta vadede y\u00fczde 5 hedefinde istikrar kazanmas\u0131n\u0131 bekliyor.<\/p>\n
Analizde, Karahan\u2019\u0131n sava\u015f ve y\u00fcksek belirsizlik ortam\u0131n\u0131n tahminler \u00fczerinde etkili oldu\u011funu belirtti\u011fi aktar\u0131l\u0131rken, petrol fiyatlar\u0131n\u0131n uzun s\u00fcre y\u00fcksek seyretmesinin yukar\u0131 y\u00f6nl\u00fc risk olu\u015fturdu\u011fu, gerilimin daha s\u0131n\u0131rl\u0131 kalmas\u0131 halinde ise petrol fiyatlar\u0131n\u0131n enflasyon \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc etki yaratabilece\u011fi de\u011ferlendirmesine yer verildi.<\/p>\n
Karahan\u2019\u0131n soru-cevap b\u00f6l\u00fcm\u00fcnde ise orta vadeli enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin belirsizliklerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ifade etti\u011fi belirtilen analizde, \u201cBelirsizlik biraz daha azalana kadar mevcut para politikas\u0131 duru\u015funun isabetli oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Bundan sonraki karar\u0131m\u0131z konusunda t\u00fcm se\u00e7enekler masada\u201d ifadelerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 14 May\u0131s (Hibya)- Alnus Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan TCMB Enflasyon Raporu de\u011ferlendirme analizine g\u00f6re, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Ba\u015fkan\u0131 Dr. Fatih Karahan, \u201c2026-II Enflasyon Raporu\u201d sunumunda jeopolitik geli\u015fmelerin enflasyon \u00fczerindeki etkilerine dikkat \u00e7ekti.<\/p>\n","protected":false},"author":1,"featured_media":84718,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-84717","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/84717","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=84717"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/84717\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/84718"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=84717"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=84717"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=84717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"