Deutsche Bank, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) Haziran ay\u0131nda gev\u015femede aya\u011f\u0131n\u0131 frene koyaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n
Deutsche Bank Ekonomisti Yi\u011fit Onay ve Stratejist Christian Wietoska taraf\u0131ndan TCMB’nin Mart toplant\u0131s\u0131 ard\u0131ndan servis edilen notta Haziran’da faiz gev\u015feme h\u0131z\u0131n\u0131n 250 baz puandan 150 baz puana indirilece\u011fi \u00f6ng\u00f6r\u00fcld\u00fc. Notta gev\u015feme temposunun y\u0131l\u0131n geri kalan\u0131nda da bu \u015fekilde olaca\u011f\u0131 tahmin edildi.<\/p>\n
Notta bankan\u0131n y\u0131l sonu enflasyon beklentisinin de y\u00fczde 28 oldu\u011fu belirtildi.<\/p>\n
Benzer \u015fekilde Morgan Stanley de Haziran’dan sonra gev\u015femede daha yava\u015f bir tempo \u00f6ng\u00f6rd\u00fc.<\/p>\n
Morgan Stanley, TCMB’nin Nisan ay\u0131nda faiz oranlar\u0131n\u0131 250 baz puan daha d\u00fc\u015f\u00fcrmesini ve Haziran ay\u0131ndan itibaren indirim h\u0131z\u0131n\u0131 azaltarak y\u0131lsonunda y\u00fczde 30,5’e indirmesini bekliyor.<\/p>\n
Morgan Stanley Ekonomisti Hande K\u00fc\u00e7\u00fck’\u00fcn haz\u0131rlad\u0131\u011f\u0131 notta TCMB’nin karar metninin daha temkinli bir tona sahip oldu\u011fu Para Politikas\u0131 Kurulu’nun gerekirse faiz indirimlerinin h\u0131z\u0131n\u0131 azaltmaya haz\u0131r oldu\u011fu sinyalini verdi\u011fi belirtildi.<\/p>\n
K\u00fc\u00e7\u00fck, \u201c\u015eubat enflasyonundaki a\u015fa\u011f\u0131 y\u00f6nl\u00fc s\u00fcrprize ra\u011fmen PPK’n\u0131n kredi b\u00fcy\u00fcmesi ve i\u00e7 talebe vurgu yapmas\u0131n\u0131n daha temkinli bir tona i\u015faret etti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz\u201d dedi.<\/p>\n
Morgan Stanley, kredilerin ve i\u00e7 talebin b\u00fcy\u00fcme h\u0131z\u0131na y\u00f6nelik yukar\u0131 y\u00f6nl\u00fc riskleri g\u00f6z \u00f6n\u00fcnde bulundurarak ve yurt i\u00e7in yerle\u015fiklerin portf\u00f6ylerinde TL’nin tercih edilmeye devam etmesini desteklemek i\u00e7in TCMB’nin politika faizinin y\u00fczde 40’a ula\u015fmas\u0131n\u0131n ard\u0131ndan gev\u015feme h\u0131z\u0131n\u0131 yava\u015flataca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n\n
<\/p>\n
Kaynak :\u00a0https:\/\/www.bloomberght.com\/iki-yabancidan-tcmb-haziran-dan-sonra-gevsemede-frene-basacak-tahmini-3743475<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Deutsche Bank, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n Mart toplant\u0131s\u0131n\u0131n ard\u0131ndan yapt\u0131\u011f\u0131 de\u011ferlendirmede Haziran ay\u0131nda faiz indirim temposunun 250 baz puandan 150 baz puana inece\u011fini, y\u0131l\u0131n geri kalan\u0131nda da bu tempoda gev\u015feyece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n","protected":false},"author":1,"featured_media":29293,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[3292],"manset":[],"class_list":["post-29292","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-gevseme"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/29292","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=29292"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/29292\/revisions"}],"predecessor-version":[{"id":29294,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/29292\/revisions\/29294"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/29293"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=29292"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=29292"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=29292"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=29292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}