A1 Capital taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck b\u00fcltende; \u0130ran destekli Hizbullah\u2019\u0131n d\u00fcn ak\u015fam L\u00fcbnan’daki yeni ate\u015fkesi reddetti\u011fi, \u0130srail\u2019in ise \u00fclkeden askerlerini \u00e7ekmeyece\u011fini a\u00e7\u0131klayarak ABD Ba\u015fkan\u0131 Trump’\u0131n Tahran’la bar\u0131\u015f sa\u011flama \u00e7abalar\u0131n\u0131 baltalad\u0131\u011f\u0131 belirtildi.\u00a0<\/p>\n
\u0130ran\u2019\u0131n, Washington ile yap\u0131lacak herhangi bir bar\u0131\u015f anla\u015fmas\u0131 i\u00e7in L\u00fcbnan’da ate\u015fkes \u015fart\u0131n\u0131 ko\u015ftu\u011fu ve son g\u00fcnlerde \u0130srail’in sald\u0131r\u0131lar\u0131na devam etmesi halinde do\u011frudan m\u00fcdahale edebilece\u011fini ima etti\u011fi aktar\u0131ld\u0131. Tahran y\u00f6netiminin milyarlarca dolarl\u0131k petrol gelirine eri\u015fim, ham petrol ihracat\u0131na uygulanan yapt\u0131r\u0131mlar\u0131n ve limanlar\u0131ndaki ABD ablukas\u0131n\u0131n kald\u0131r\u0131lmas\u0131 ile bo\u011faz \u00fczerinde n\u00fcfuz sahibi olmay\u0131 istedi\u011fi vurguland\u0131. Trump\u2019\u0131n en b\u00fcy\u00fck \u00f6nceli\u011finin \u0130ran’\u0131n n\u00fckleer silah edinmesini engellemek oldu\u011funu s\u00f6ylemesine kar\u015f\u0131l\u0131k, \u0130ran\u2019\u0131n atom program\u0131n\u0131n bar\u0131\u015f\u00e7\u0131l ama\u00e7l\u0131 oldu\u011funu savundu\u011fu; BM n\u00fckleer g\u00f6zlem kurulu\u015funun da d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, \u00fc\u00e7 ayl\u0131k sava\u015fa ra\u011fmen \u0130ran’\u0131n n\u00fckleer program\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde de\u011fi\u015fmedi\u011fini tespit etti\u011fi kaydedildi.<\/p>\n
Yurt i\u00e7i piyasalarda d\u00fcn fiyatlamay\u0131 belirleyen ana teman\u0131n May\u0131s enflasyonu \u00f6ncesi pozisyonlanma, TCMB rezerv verileri ve k\u00fcresel merkez bankas\u0131 beklentileri oldu\u011fu ifade edildi. Bayram takvimi nedeniyle normal tarihinden daha sonra a\u00e7\u0131klanacak olan May\u0131s ay\u0131 T\u00dcFE verisine t\u00fcm piyasalar\u0131n kilitlendi\u011fi, TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi’nde May\u0131s ayl\u0131k enflasyon beklentisinin yakla\u015f\u0131k y\u00fczde 1,9 seviyesinde bulundu\u011fu aktar\u0131ld\u0131.\u00a0<\/p>\n
Piyasan\u0131n bekledi\u011fi senaryonun; ayl\u0131k enflasyonda g\u00f6rece d\u00fc\u015f\u00fck bir rakam, hizmet enflasyonunda yava\u015flama i\u015faretleri ve \u00e7ekirdek g\u00f6stergelerde iyile\u015fme g\u00f6r\u00fclmesi halinde TCMB’nin y\u0131l\u0131n ikinci yar\u0131s\u0131nda faiz indirim alan\u0131n\u0131n geni\u015flemesi y\u00f6n\u00fcnde oldu\u011fu bildirildi.
Makroekonomik tarafta, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings\u2019in, Haziran 2026 K\u00fcresel Ekonomik G\u00f6r\u00fcn\u00fcm raporunda T\u00fcrkiye ekonomisine ili\u015fkin b\u00fcy\u00fcme tahminini a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fi b\u00fcltende \u00f6ne \u00e7\u0131kt\u0131.\u00a0<\/p>\n
Mart ay\u0131ndaki raporda T\u00fcrkiye’nin 2026 y\u0131l\u0131 b\u00fcy\u00fcmesini y\u00fczde 3,6 olarak \u00f6ng\u00f6ren kurulu\u015fun, son d\u00f6nemde enerji fiyatlar\u0131nda ya\u015fanan y\u00fckseli\u015f ve Orta Do\u011fu’da artan jeopolitik risklerin etkisiyle bu tahminini y\u00fczde 2,8 seviyesine \u00e7ekti\u011fi belirtildi. Yakla\u015f\u0131k 0,8 puanl\u0131k bu a\u015fa\u011f\u0131 y\u00f6nl\u00fc d\u00fczeltmenin T\u00fcrkiye ekonomisinin b\u00fcy\u00fcme dinamiklerinde \u00f6nemli bir bozulmaya i\u015faret etti\u011fi; Fitch’in de\u011ferlendirmesinin merkezinde ise \u0130ran-\u0130srail geriliminin k\u00fcresel enerji piyasalar\u0131nda yaratt\u0131\u011f\u0131 bask\u0131n\u0131n yer ald\u0131\u011f\u0131 kay\u0131tlara ge\u00e7ti.\u00a0<\/p>\n
T\u00fcrkiye’nin enerji ithalat\u00e7\u0131s\u0131 bir ekonomi olmas\u0131 sebebiyle petrol ve do\u011fal gaz fiyatlar\u0131ndaki y\u00fckseli\u015flerden do\u011frudan etkilendi\u011fi, bu durumun enflasyon, cari a\u00e7\u0131k, faiz politikas\u0131 ve i\u00e7 talep \u00fczerinde zincirleme etkiler yaratarak ekonomik b\u00fcy\u00fcmeyi a\u015fa\u011f\u0131 \u00e7ekti\u011fi vurguland\u0131.
Raporda, enerji maliyetlerinin cari denge \u00fczerindeki etkisine \u00f6zellikle dikkat \u00e7ekildi\u011finin alt\u0131 \u00e7izildi.\u00a0<\/p>\n
S\u0131k\u0131 para politikas\u0131 ve i\u00e7 talepteki yava\u015flama sayesinde son iki y\u0131lda toparlayan cari dengenin, petrol fiyatlar\u0131ndaki y\u00fckseli\u015f nedeniyle kazan\u0131mlar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri alma riski ta\u015f\u0131d\u0131\u011f\u0131, Fitch’e g\u00f6re 2026 y\u0131l\u0131nda cari a\u00e7\u0131\u011f\u0131n milli gelire oran\u0131n\u0131n daha \u00f6nce beklenenden y\u00fcksek ger\u00e7ekle\u015febilece\u011fi ifade edildi. \u0130kinci bir vurgu olarak enflasyon taraf\u0131na de\u011finilen raporda; petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin ula\u015ft\u0131rma maliyetlerinden sanayi \u00fcretimine, lojistik giderlerinden tar\u0131msal \u00fcretime kadar geni\u015f bir alanda maliyet bask\u0131s\u0131 yaratt\u0131\u011f\u0131 ve Fitch’in enerji kaynakl\u0131 maliyet bask\u0131lar\u0131n\u0131n y\u0131l\u0131n ikinci yar\u0131s\u0131nda dezenflasyon s\u00fcrecinin h\u0131z\u0131n\u0131 yava\u015flatabilece\u011fini de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Bu durumun para politikas\u0131 a\u00e7\u0131s\u0131ndan ta\u015f\u0131d\u0131\u011f\u0131 mesaj\u0131n da kritik oldu\u011fu; y\u0131l\u0131n ba\u015f\u0131nda piyasalarda olu\u015fan TCMB’nin 2026’n\u0131n ikinci yar\u0131s\u0131nda belirgin bir faiz indirim s\u00fcrecine girece\u011fi beklentisinin zay\u0131flad\u0131\u011f\u0131 bildirildi. Enflasyonun y\u00fcksek seyretmesi durumunda TCMB’nin faiz indirimlerinde daha temkinli davranmas\u0131 gerekece\u011fi, daha uzun s\u00fcre y\u00fcksek kalan faizlerin ise kredi b\u00fcy\u00fcmesini, yat\u0131r\u0131mlar\u0131 ve t\u00fcketimi bask\u0131layarak ekonomik b\u00fcy\u00fcmeyi yava\u015flataca\u011f\u0131 ifade edildi.\u00a0<\/p>\n
Raporun piyasalar a\u00e7\u0131s\u0131ndan en \u00f6nemli sonucunun faiz indirimi beklentilerinin bir miktar \u00f6telenmesi riskinin artmas\u0131 oldu\u011fu; bu durumun Borsa \u0130stanbul a\u00e7\u0131s\u0131ndan do\u011frudan negatif olmasa da faiz hassasiyeti y\u00fcksek sekt\u00f6rler a\u00e7\u0131s\u0131ndan temkinli bir g\u00f6r\u00fcn\u00fcm ortaya koydu\u011fu, buna kar\u015f\u0131l\u0131k ihracat a\u011f\u0131rl\u0131kl\u0131 \u00e7al\u0131\u015fan, d\u00f6viz bazl\u0131 gelir \u00fcreten ve i\u00e7 talebe daha az ba\u011f\u0131ml\u0131 olan savunma sanayi ile baz\u0131 sanayi ihracat\u00e7\u0131s\u0131 \u015firketlerin bu s\u00fcre\u00e7ten g\u00f6rece daha az etkilenerek daha diren\u00e7li bir g\u00f6r\u00fcn\u00fcm sergileyebilece\u011fi \u00f6ng\u00f6r\u00fcs\u00fcne yer verildi.<\/p>\n
<\/strong> \u0130stanbul, 5 Haziran (Hibya) \u2013 A1 Capital, Orta Do\u011fu’da ate\u015fkes umutlar\u0131n\u0131n azalmas\u0131 ve askeri gerilimin s\u00fcrmesiyle k\u00fcresel belirsizli\u011fin devam etti\u011fini, yurt i\u00e7inde ise g\u00f6zlerin May\u0131s ay\u0131 enflasyon verisine \u00e7evrildi\u011fi bu d\u00f6nemde, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings’in T\u00fcrkiye’nin 2026 y\u0131l\u0131 b\u00fcy\u00fcme tahminini a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":94720,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-94719","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/94719","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=94719"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/94719\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/94720"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=94719"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=94719"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=94719"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"