{"id":13721,"date":"2024-10-07T11:00:08","date_gmt":"2024-10-07T11:00:08","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=13721"},"modified":"2024-10-07T11:00:08","modified_gmt":"2024-10-07T11:00:08","slug":"deutsche-bank-turkiyede-yetkililer-enflasyon-gorunumu-konusunda-temkinli-iyimser","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/10\/07\/deutsche-bank-turkiyede-yetkililer-enflasyon-gorunumu-konusunda-temkinli-iyimser\/","title":{"rendered":"Deutsche Bank: T\u00fcrkiye’de yetkililer enflasyon g\u00f6r\u00fcn\u00fcm\u00fc konusunda temkinli iyimser"},"content":{"rendered":"
\n

Deutsche Bank, T\u00fcrkiye’de yetkililerin dezenflasyon konusunda g\u00fcvenli olmaya devam etti\u011fini, bununla birlikte enflasyon g\u00f6r\u00fcn\u00fcm\u00fc konusunda temkinli iyimserlik i\u00e7inde oldu\u011funu belirtti.<\/p>\n

Deutsche Bank Ekonomisti Yi\u011fit Onay ve Stratejist Christian Wietoska, ge\u00e7en hafta T\u00fcrkiye’de farkl\u0131 kesimlerle yapt\u0131klar\u0131 temaslar\u0131n ard\u0131ndan bir not haz\u0131rlad\u0131. Ge\u00e7en hafta Bloomberg HT d\u00f6rt yabanc\u0131 bankan\u0131n temsilcilerinin temaslarda bulunmak \u00fczere T\u00fcrkiye’ye geldi\u011fini yazm\u0131\u015ft\u0131.<\/p>\n

Notta beklenenden daha g\u00fc\u00e7l\u00fc seyreden i\u00e7 talebin Orta Vadeli Program’da payla\u015f\u0131lan tahminlere k\u0131yasla enflasyondaki d\u00fc\u015f\u00fc\u015f h\u0131z\u0131n\u0131n kar\u015f\u0131lanabilece\u011fine dair \u015f\u00fcpheleri art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n<\/div>\n

\n

Deutsche Bank’\u0131n notunda maliye politikas\u0131n\u0131n deste\u011fi, gelirler politikas\u0131ndaki ihtiyatl\u0131 yakla\u015f\u0131m, yap\u0131sal reformlarda ilerleme ve ekonomik program\u0131n \u00f6zellikle yerel piyasa kat\u0131l\u0131mc\u0131lar\u0131yla etkin ileti\u015fiminin enflasyonla m\u00fccadelede \u00f6nemini korudu\u011fu da belirtildi.<\/p>\n

Notta temel saptamalar aras\u0131nda yap\u0131\u015fkan i\u00e7 talebin yava\u015flamaya devam edece\u011fi beklentisi payla\u015f\u0131l\u0131rken, ekonomide sert bir ini\u015fin ana senaryo olmad\u0131\u011f\u0131 vurguland\u0131. Bir ba\u015fka temel saptama enflasyonun ba\u015fl\u0131ca endi\u015fe kayna\u011f\u0131 olmaya ve ekonomik program\u0131n hedeflerinin gerisinde kalmaya devam etti\u011fi y\u00f6n\u00fcnde oldu.<\/p>\n

Deutsche Bank ekibi, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) ihtiyatl\u0131 reaksiyon mekanizmas\u0131n\u0131 korumaya devam edece\u011fi g\u00f6zlemini de payla\u015ft\u0131. Notta daha \u00f6nce Kas\u0131m’da ba\u015flamas\u0131 beklenen faiz indirimlerinin, ortaya \u00e7\u0131kan riskler dolay\u0131s\u0131yla \u00f6telenece\u011fi beklentisi de dile getirildi.<\/p>\n

Deutsche Bank yay\u0131mlad\u0131\u011f\u0131 ayr\u0131 bir notta ise 2025 enflasyon tahminini y\u00fczde 23,2’den y\u00fczde 25’e \u00e7\u0131kard\u0131. <\/p>\n

Notta asgari \u00fccrete ayr\u0131 b\u00f6l\u00fcm a\u00e7\u0131ld\u0131<\/strong><\/b><\/p>\n

Deutsche Bank’\u0131n notunda TL’nin \u00f6nceki d\u00f6nemlerdeki seviyelerde olmasa da reel de\u011ferleme ya\u015famaya devam edece\u011fi belirtildi.<\/p>\n

Deutsche Bank, T\u00fcrkiye’de yapt\u0131\u011f\u0131 temaslar sonras\u0131nda en az\u0131ndan 2025’in sonuna kadar mevcut program\u0131n uygulanmaya devam edece\u011fi izlenimini ald\u0131\u011f\u0131n\u0131 da aktard\u0131.<\/p>\n

Notta enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan kritik \u00f6nemdeki asgari \u00fccret art\u0131\u015f\u0131na da ayr\u0131 bir b\u00f6l\u00fcm a\u00e7\u0131ld\u0131.<\/p>\n

Asgari \u00fccrette 2025 i\u00e7in genel beklentinin y\u00fczde 25-30 aras\u0131nda bir art\u0131\u015f oldu\u011funu belirten Deutsche Bank ekibi, asgari \u00fccrette y\u00fczde 30’un \u00fczerinde bir art\u0131\u015f\u0131n, yava\u015flayan ekonomi ortam\u0131nda i\u015fletmeleri zor durumda b\u0131rakaca\u011f\u0131 ve enflasyon beklentilerini bozaca\u011f\u0131 y\u00f6n\u00fcnde bir kan\u0131 oldu\u011funu s\u00f6yledi. Notta bu konuda “Baz\u0131 analistler \u015firketler taraf\u0131ndan asgari \u00fccret d\u0131\u015f\u0131ndaki sekt\u00f6rlerde yap\u0131lacak \u00fccret art\u0131\u015flar\u0131n\u0131n y\u00fczde 30’un \u00fczerinde olabilece\u011fini savunurken, baz\u0131 ekonomistler azalan kar marjlar\u0131n\u0131n \u015firketlerin y\u00fczde 30’un \u00fczerinde zam yapmas\u0131n\u0131 engelleyece\u011fini ve bir\u00e7ok \u015firket taraf\u0131ndan y\u0131l ba\u015f\u0131nda yap\u0131lacak ilk \u00fccret art\u0131\u015f\u0131n\u0131n y\u00fczde 20 civar\u0131nda olabilece\u011fini (y\u0131l ortas\u0131nda daha fazla ayarlama ile) d\u00fc\u015f\u00fcn\u00fcyor” ifadeleri yer ald\u0131.<\/p>\n<\/div>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/deutsche-bank-turkiye-de-yetkililer-enflasyon-gorunumu-konusunda-temkinli-iyimser-2361776<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Deutsche Bank ge\u00e7en hafta T\u00fcrkiye’de ekonomi y\u00f6netimi, banka y\u00f6neticileri, ekonomistler ve akademisyenlerle yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmelerin ard\u0131ndan haz\u0131rlad\u0131\u011f\u0131 notta T\u00fcrkiye’de yetkililerin enflasyon g\u00f6r\u00fcn\u00fcm\u00fc konusunda temkinli iyimserlik i\u00e7inde oldu\u011funu…<\/p>\n","protected":false},"author":1,"featured_media":13722,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[223,789,1817,118,227],"manset":[],"class_list":["post-13721","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-artis","tag-asgari-ucret","tag-deutsche-bank","tag-ekonomi","tag-enflasyon"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/13721","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=13721"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/13721\/revisions"}],"predecessor-version":[{"id":13723,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/13721\/revisions\/13723"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/13722"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=13721"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=13721"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=13721"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=13721"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}