{"id":24446,"date":"2025-10-08T22:36:11","date_gmt":"2025-10-08T22:36:11","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=24446"},"modified":"2025-10-08T22:36:11","modified_gmt":"2025-10-08T22:36:11","slug":"morgan-stanleyden-tcmb-tahmini","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/10\/08\/morgan-stanleyden-tcmb-tahmini\/","title":{"rendered":"Morgan Stanley&#8217;den TCMB tahmini"},"content":{"rendered":"<p><p>T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB) y\u0131l\u0131n ilk toplant\u0131s\u0131 yakla\u015f\u0131rken, yabanc\u0131 kurumlar aras\u0131nda da y\u0131la faiz indirimiyle ba\u015flanaca\u011f\u0131 y\u00f6n\u00fcndeki beklenti \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<p>Aralar\u0131nda Hande K\u00fc\u00e7\u00fck&#8217;\u00fcn de yer ald\u0131\u011f\u0131 banka ekonomistlerinin 20 Ocak tarihinde servis etti\u011fi nota g\u00f6re Morgan Stanley, TCMB&#8217;nin 23 Ocak&#8217;taki toplant\u0131s\u0131nda 250 baz puan faiz indirimi yapmas\u0131n\u0131 bekliyor.<\/p>\n<p>Banka notta, TCMB&#8217;nin gelecek indirimler i\u00e7in veri ba\u011flant\u0131l\u0131 yakla\u015f\u0131mlar\u0131 i\u00e7in y\u00f6nlendirmesini devam ettirmesini \u00f6ng\u00f6rd\u00fcklerini kaydetti.<\/p>\n<p>Morgan Stanley de\u011ferlendirmesinde sterilizasyon ara\u00e7lar\u0131n\u0131n TL likiditesindeki son art\u0131\u015f g\u00f6z \u00f6n\u00fcnde al\u0131nd\u0131\u011f\u0131nda odakta kalmaya devam edece\u011fini kaydetti.<\/p>\n<p>Banka ekonomistlerinin de\u011ferlendirmelerine g\u00f6re makro stratejide y\u00fcksek reel faizlerin carry trade i\u015flemlerinde destek olu\u015fturmaya devam edecek.<\/p>\n<p>Bankan\u0131n notunda TCMB&#8217;nin politikay\u0131 gev\u015fetme konusunda temkinli olaca\u011f\u0131 beklentisi \u00f6ne \u00e7\u0131karken, bu durumun enflasyon beklentilerini de a\u015fa\u011f\u0131 \u00e7ekece\u011fi \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n<p>Banka ekonomistlerinin de\u011ferlendirmesinde bankan\u0131n euro\/TL taraf\u0131nda opsiyonlar arac\u0131l\u0131\u011f\u0131yla k\u0131sa pozisyon tavsiyesine devam etti\u011fi belirtildi.<\/p>\n\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-tcmb-tahmini-3739633<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Morgan Stanley, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB) Ocak toplant\u0131s\u0131nda politika faizini 250 baz puan indirece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n","protected":false},"author":1,"featured_media":24447,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[206],"manset":[],"class_list":["post-24446","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-banka"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24446","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=24446"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24446\/revisions"}],"predecessor-version":[{"id":24448,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24446\/revisions\/24448"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/24447"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=24446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=24446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=24446"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=24446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}