{"id":11828,"date":"2024-09-21T02:00:07","date_gmt":"2024-09-21T02:00:07","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=11828"},"modified":"2024-09-21T02:00:07","modified_gmt":"2024-09-21T02:00:07","slug":"morgan-stanleyden-temkinli-tcmb-ongorusu","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/09\/21\/morgan-stanleyden-temkinli-tcmb-ongorusu\/","title":{"rendered":"Morgan Stanley&#8217;den &#8216;temkinli TCMB&#8217; \u00f6ng\u00f6r\u00fcs\u00fc"},"content":{"rendered":"<div>\n<p>Morgan Stanley&#8217;e g\u00f6re, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) &#8216;patikadaki potansiyel t\u00fcmseklere&#8217; kar\u015f\u0131 temkinli bir yakla\u015f\u0131m benimseyerek bu hafta politika faizini ve ileriye d\u00f6n\u00fck y\u00f6nlendirmesini sabit b\u0131rakacak.<\/p>\n<p>Morgan Stanley Ekonomisti Hande K\u00fc\u00e7\u00fck imzal\u0131 Pazartesi g\u00fcn\u00fc yay\u0131mlanan notta, \u201cEnflasyon verilerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc s\u00fcrprizler olmamas\u0131 halinde, Aral\u0131k ay\u0131nda faiz indirimlerine ba\u015flamak riskli olabilir \u00e7\u00fcnk\u00fc gelecek y\u0131lki asgari \u00fccret art\u0131\u015f\u0131n\u0131n boyutuna ili\u015fkin belirsizlik muhtemelen Aral\u0131k toplant\u0131s\u0131nda sonra \u00e7\u00f6z\u00fclecek\u201d dedi.<\/p>\n<p>K\u00fc\u00e7\u00fck, faiz indirimlerinin yeni y\u0131la b\u0131rak\u0131lmas\u0131n\u0131n ge\u00e7ici olarak al\u0131\u015f\u0131lmad\u0131k derecede y\u00fcksek reel faizler anlam\u0131na gelse de, Ocak ay\u0131ndaki art\u0131\u015flar\u0131n enflasyon beklentilerine ve D\u00f6vize olas\u0131 yans\u0131malar\u0131n\u0131 s\u0131n\u0131rlayabilece\u011fini belirtti.<\/p>\n<\/div>\n<div>\n<p>K\u00fc\u00e7\u00fck, &#8220;Bu da reel faizleri kademeli olarak normalle\u015ftirmek i\u00e7in kesintisiz bir faiz indirimi d\u00f6ng\u00fcs\u00fcn\u00fcn \u00f6n\u00fcn\u00fc a\u00e7abilir ve makro ihtiyati tedbirlerin finansal ko\u015fullarda yaratt\u0131\u011f\u0131 ek s\u0131k\u0131l\u0131\u011f\u0131 ortadan kald\u0131rabilir\u201d dedi. <\/p>\n<p><b><strong>Bloomberg HT anketine g\u00f6re piyasa Eyl\u00fcl toplant\u0131s\u0131nda hamle beklemiyor<\/strong><\/b><\/p>\n<p>Bloomberg HT\u2019nin T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) faiz karar\u0131na ili\u015fkin 24 kurumun kat\u0131ld\u0131\u011f\u0131 anketinde kat\u0131l\u0131mc\u0131lar 19 Eyl\u00fcl\u2019de ger\u00e7ekle\u015fecek toplant\u0131da TCMB&#8217;nin politika faizini y\u00fczde 50 seviyesinde sabit tutaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n<p>Ankette 2024 y\u0131l\u0131n\u0131n sonunda politika faizi i\u00e7in kat\u0131l\u0131mc\u0131lar\u0131n tahmini y\u00fczde 47,5 seviyesi oldu.<\/p>\n<p>2024 y\u0131l sonu faiz tahminlerinde en y\u00fcksek beklenti y\u00fczde 50 seviyesinde, en d\u00fc\u015f\u00fck beklenti y\u00fczde 45 seviyesinde kaydedildi.<\/p>\n<\/div>\n<p><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.bloomberght.com\/morgan-stanley-den-temkinli-tcmb-ongorusu-2360418<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) ile ilgili analizinde Morgan Stanley, bankan\u0131n temkinli bir yakla\u015f\u0131m ortaya koyaca\u011f\u0131n\u0131 ifade etti.<\/p>\n","protected":false},"author":1,"featured_media":11829,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[405],"manset":[],"class_list":["post-11828","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-faiz"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/11828","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=11828"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/11828\/revisions"}],"predecessor-version":[{"id":11830,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/11828\/revisions\/11830"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/11829"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=11828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=11828"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=11828"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=11828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}