Trive Yat\u0131r\u0131m\u2019\u0131n piyasa analizinde, Nisan ay\u0131nda g\u00f6r\u00fclen y\u00fcksek art\u0131\u015f\u0131n ard\u0131ndan May\u0131s ay\u0131ndaki gerilemenin \u201cger\u00e7ek bir normalle\u015fme\u201d de\u011fil, \u00f6nceki d\u00f6nemde ya\u015fanan enerji \u015fokunun tekrarlanmamas\u0131ndan kaynaklanan teknik bir yumu\u015fama oldu\u011fu vurguland\u0131. Enerji ve mevsimsel g\u0131da kalemleri hari\u00e7 tutuldu\u011funda fiyat bask\u0131s\u0131n\u0131n h\u00e2l\u00e2 g\u00fc\u00e7l\u00fc oldu\u011funa dikkat \u00e7ekildi.<\/p>\n
Analizde ana harcama gruplar\u0131ndaki geli\u015fmelere de detayl\u0131 \u015fekilde yer verildi. Konut kaleminin y\u0131ll\u0131k y\u00fczde 45,59 art\u0131\u015fla en y\u00fcksek katk\u0131y\u0131 yapan kalem olmaya devam etti\u011fi, kira kaynakl\u0131 bask\u0131n\u0131n hizmet enflasyonunu yap\u0131\u015fkan hale getirdi\u011fi belirtildi. Ula\u015ft\u0131rma grubunda y\u00fczde 34,29\u2019luk y\u0131ll\u0131k art\u0131\u015f\u0131n enerji fiyatlar\u0131ndaki oynakl\u0131kla do\u011frudan ili\u015fkili oldu\u011fu, akaryak\u0131t fiyatlar\u0131n\u0131n ayl\u0131k bazda y\u00fczde 2,03 y\u00fckselmesinin bu bask\u0131y\u0131 destekledi\u011fi ifade edildi.<\/p>\n
G\u0131da grubunda y\u0131ll\u0131k y\u00fczde 34,86 art\u0131\u015f g\u00f6r\u00fclmesine ra\u011fmen ayl\u0131k bazda y\u00fczde 0,48\u2019lik d\u00fc\u015f\u00fc\u015f kaydedildi\u011fi, bu gerilemede mevsimsel etkiler ve baz etkisinin belirleyici oldu\u011fu aktar\u0131ld\u0131. Ancak yaz aylar\u0131nda tar\u0131msal arz ko\u015fullar\u0131 ve kur geli\u015fmelerinin g\u0131da fiyatlar\u0131 a\u00e7\u0131s\u0131ndan kritik olmaya devam edece\u011fi vurguland\u0131.<\/p>\n
En dikkat \u00e7ekici geli\u015fmenin giyim grubunda ya\u015fand\u0131\u011f\u0131 belirtilen analizde, ayl\u0131k y\u00fczde 11,29\u2019luk art\u0131\u015f\u0131n fiyatlama davran\u0131\u015f\u0131na ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 ifade edildi. Y\u0131ll\u0131k bazda g\u00f6rece d\u00fc\u015f\u00fck seviyede olsa da ayl\u0131k sert y\u00fckseli\u015fin enflasyon dinamiklerinde oynakl\u0131\u011f\u0131 art\u0131rd\u0131\u011f\u0131 de\u011ferlendirildi.<\/p>\n
Trive Yat\u0131r\u0131m, \u00e7ekirdek enflasyonun ayl\u0131k y\u00fczde 2,92 ile man\u015fet enflasyonun \u00fczerinde ger\u00e7ekle\u015fmesini en kritik sinyal olarak \u00f6ne \u00e7\u0131kard\u0131. Bu ayr\u0131\u015fman\u0131n, fiyat bask\u0131s\u0131n\u0131n yap\u0131sal olarak s\u00fcrd\u00fc\u011f\u00fcne ve enflasyonla m\u00fccadelenin beklenenden daha zor olabilece\u011fine i\u015faret etti\u011fi belirtildi.<\/p>\n
Para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmede ise TCMB\u2019nin faiz indirim d\u00f6ng\u00fcs\u00fcne ba\u015flamas\u0131 i\u00e7in erken oldu\u011fu, piyasalarda da Haziran toplant\u0131s\u0131nda faiz de\u011fi\u015fikli\u011fi beklenmedi\u011fi ifade edildi. Ancak mevcut verinin, faiz art\u0131r\u0131m\u0131 ihtimalini tamamen d\u0131\u015flamad\u0131\u011f\u0131 ve bu olas\u0131l\u0131\u011f\u0131 g\u00fc\u00e7lendirdi\u011fi g\u00f6r\u00fc\u015f\u00fc payla\u015f\u0131ld\u0131.<\/p>\n
Borsa \u0130stanbul taraf\u0131nda \u00f6zellikle bankac\u0131l\u0131k hisselerinde g\u00f6r\u00fclen sat\u0131\u015f bask\u0131s\u0131n\u0131n da bu s\u0131k\u0131 para politikas\u0131 beklentisinin bir yans\u0131mas\u0131 olabilece\u011fi ifade edilirken, TCMB\u2019nin y\u0131l sonu enflasyon hedefi olan y\u00fczde 24 seviyesine ula\u015fabilmesi i\u00e7in para politikas\u0131nda s\u0131k\u0131 duru\u015fun korunmas\u0131n\u0131n zorunlu oldu\u011fu vurguland\u0131.<\/p>\n
<\/strong> \u0130stanbul, 5 Haziran (Hibya)- Trive Yat\u0131r\u0131m, May\u0131s ay\u0131 enflasyon verisinin ayl\u0131k y\u00fczde 1,71 ile piyasa beklentisinin \u00fczerinde ger\u00e7ekle\u015fti\u011fini, y\u0131ll\u0131k enflasyonun ise y\u00fczde 32,61 seviyesine y\u00fckseldi\u011fini belirterek fiyatlama davran\u0131\u015f\u0131nda kal\u0131c\u0131 bir iyile\u015fmeden s\u00f6z etmenin zor oldu\u011funu a\u00e7\u0131klad\u0131. Kurum, man\u015fet enflasyondaki yava\u015flaman\u0131n baz etkisi ve enerji fiyatlar\u0131ndaki normalle\u015fmeden kaynakland\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n","protected":false},"author":1,"featured_media":94874,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-94873","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\/94873","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=94873"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/94873\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/94874"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=94873"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=94873"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=94873"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"