{"id":21772,"date":"2025-05-27T17:24:08","date_gmt":"2025-05-27T17:24:08","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=21772"},"modified":"2025-05-27T17:24:08","modified_gmt":"2025-05-27T17:24:08","slug":"goldmandan-tcmb-analizi-aceleye-gerek-yok","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/05\/27\/goldmandan-tcmb-analizi-aceleye-gerek-yok\/","title":{"rendered":"Goldman&#8217;dan TCMB analizi: Aceleye gerek yok"},"content":{"rendered":"<p><p>Piyasada genel beklenti T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB) Aral\u0131k toplant\u0131s\u0131nda politika faizini 150 baz puan indirmesi y\u00f6n\u00fcndeyken, Goldman Sachs ekonomistlerinden farkl\u0131 bir tahmin geldi.<\/p>\n<p>Banka ekonomistleri Clemens Grafe ve Ba\u015fak Edizgil imzal\u0131 20 Aral\u0131k tarihli raporda, TCMB&#8217;nin Aral\u0131k toplant\u0131s\u0131nda politika faizini y\u00fczde 50 seviyesinde sabit b\u0131rakaca\u011f\u0131 \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n<div>\n<p>Goldman Sachs ekonomistleri Aral\u0131k ay\u0131nda olas\u0131 bir faiz indiriminin erken bir indirim olabilece\u011fine i\u015faret etti.<\/p>\n<p>Raporda tahminlerinin normatif analizlere dayand\u0131\u011f\u0131n\u0131 ifade eden ekonomistler TCMB&#8217;nin ana hedefinin para politikas\u0131n\u0131 belirlerken kredibilite olu\u015fturma odakl\u0131 olmaya devam etti\u011fini belirtti.<\/p>\n<p>Goldman Sachs, gelecek toplant\u0131n\u0131n, yerel se\u00e7imlere iki hafta kala Mart ay\u0131nda politika faizinin y\u00fckseltildi\u011fi ve TCMB&#8217;nin fiyat istikrar\u0131 taahh\u00fcd\u00fcne y\u00f6nelik kredibiliteyi yukar\u0131 \u00e7ekti\u011fi toplant\u0131yla k\u0131yaslanabilece\u011fini ifade etti.<\/p>\n<\/div>\n<div>\n<p>Son \u00e7eyrekte enflasyonda hem TCMB hem de kendi projeksiyonlar\u0131na g\u00f6re yukar\u0131 y\u00f6nl\u00fc s\u00fcrprizler ya\u015fand\u0131\u011f\u0131na dikkat \u00e7eken Goldman Sachs ekonomistleri mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f g\u00f6stergelerin dezenflasyonun ikinci \u00e7eyrekte durgunla\u015ft\u0131\u011f\u0131na i\u015faret etti\u011fini ifade etti.<\/p>\n<p>Banka politika faizinde Ocak ay\u0131nda 100 baz puanl\u0131k indirim beklentisini de koruduklar\u0131n\u0131 s\u00f6yledi.<\/p>\n<\/div>\n<div>\n<p>Goldman Sachs ekonomistleri enflasyondaki yap\u0131\u015fkanl\u0131k, ekonomik aktivitedeki toparlanma e\u011filimi ve Ocak ay\u0131nda beklenenden daha y\u00fcksek bir asgari \u00fccret art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, risklerin gev\u015feme d\u00f6ng\u00fcs\u00fcne daha da ge\u00e7 ba\u015flama y\u00f6n\u00fcnde kald\u0131\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n<\/div>\n<\/p>\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\/goldman-dan-tcmb-analizi-aceleye-gerek-yok-3737660<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Goldman Sachs, piyasadaki genel beklentinin aksine Aral\u0131k toplant\u0131s\u0131nda T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB) politika faizini y\u00fczde 50&#8217;de tutaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n","protected":false},"author":1,"featured_media":21773,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[2670,405,2687,430,459],"manset":[],"class_list":["post-21772","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-ekonomistleri","tag-faiz","tag-goldman-sachs","tag-politika","tag-tcmb"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/21772","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=21772"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/21772\/revisions"}],"predecessor-version":[{"id":21774,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/21772\/revisions\/21774"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/21773"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=21772"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=21772"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=21772"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=21772"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}