{"id":30804,"date":"2025-10-27T11:00:09","date_gmt":"2025-10-27T11:00:09","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=30804"},"modified":"2025-10-27T11:00:09","modified_gmt":"2025-10-27T11:00:09","slug":"bofa-enflasyon-tahmininin-yukseltti","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/10\/27\/bofa-enflasyon-tahmininin-yukseltti\/","title":{"rendered":"BofA enflasyon tahmininin y\u00fckseltti"},"content":{"rendered":"<p><p>Bank of America yay\u0131nlad\u0131\u011f\u0131 raporda, siyasi belirsizli\u011fin ge\u00e7en hafta piyasada b\u00fcy\u00fck dalgalanmalara neden oldu\u011funu belirtti.<\/p>\n<p>&#8220;Siyasi belirsizlik muhtemelen buradan azalacak, enflasyonist etki var ancak \u015fu ana kadar s\u0131n\u0131rl\u0131&#8221; g\u00f6r\u00fc\u015f\u00fcne yer verileni raporda enflasyon tahmenleri yukar\u0131 y\u00f6nl\u00fc revize edilirken faiz tahmini de y\u00fckseltildi.<\/p>\n<p>&#8220;E\u011fer siyasi belirsizlik \u015fu andan itibaren bekledi\u011fimiz gibi da\u011f\u0131l\u0131rsa, \u015fokun enflasyonist etkisi s\u0131n\u0131rl\u0131 olacakt\u0131r&#8221; denilen raporda banka, daha \u00f6nce y\u00fczde 25,7 enflasyon tahmininin y\u00fczde 28,1&#8217;e revize etti.<\/p>\n<p>Ge\u00e7i\u015fkenli\u011fin b\u00fcy\u00fck k\u0131sm\u0131n\u0131n Nisan ay\u0131nda, k\u0131smen de Mart ay\u0131nda ger\u00e7ekle\u015fece\u011fini \u00f6ng\u00f6rden BofA, &#8220;Nisan ay\u0131nda 200 baz puanl\u0131k indirim beklentimizi duraklamaya \u00e7eviriyoruz ve y\u0131lsonu politika faizimizi y\u00fczde 30,5&#8217;ten y\u00fczde 32,5&#8217;e revize ediyoruz&#8221; g\u00f6r\u00fc\u015f\u00fcn\u00fc a\u00e7\u0131klad\u0131.<\/p>\n<p>BofA&#8217;n\u0131n raporunda, &#8220;Banka daha fazla yerel dolarizasyon riski g\u00f6r\u00fcrse, politika faizini de art\u0131rabilir. Anlad\u0131\u011f\u0131m\u0131z kadar\u0131yla Merkez Bankas\u0131 ihtiya\u00e7 duyulmas\u0131 halinde daha y\u00fcksek reel oranlar sunmaya haz\u0131r. Bu nedenle likidite bonolar\u0131n\u0131n d\u00f6viz giri\u015flerini h\u0131zland\u0131rmay\u0131 ama\u00e7lad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz&#8221; ifadeleri yer ald\u0131.<\/p>\n<p>Raporda ayr\u0131ca, &#8220;Ya\u015fannan siyasi belirsizli\u011fin etkisiyle TCMB net pozisyonunun \u00c7ar\u015famba g\u00fcn\u00fc 11,2 milyar dolar azald\u0131 ve son \u00fc\u00e7 g\u00fcndeki toplam azalman\u0131n yakla\u015f\u0131k 21-23 milyar dolar oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz&#8221; denilerek, \u00e7\u0131k\u0131\u015flar\u0131n yakla\u015f\u0131k y\u00fczde 90&#8217;\u0131, \u00e7o\u011funlukla d\u00f6viz taraf\u0131nda olmak \u00fczere yabanc\u0131 pozisyonlar\u0131ndaki azalmadan kaynakland\u0131\u011f\u0131n\u0131; yerel d\u00f6viz talebin \u00e7ok s\u0131n\u0131rl\u0131 oldu\u011funu ve d\u00f6viz a\u00e7\u0131\u011f\u0131 olan \u015firketler taraf\u0131ndan domine edildi\u011fi savunuldu.<\/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\/bofa-enflasyon-tahmininin-yukseltti-3744782<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bank of America (BofA) enflasyon tahmininin y\u00fczde 25,7&#8217;den y\u00fczde 28,1&#8217;e revize etti.<\/p>\n","protected":false},"author":1,"featured_media":30805,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"manset":[],"class_list":["post-30804","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/30804","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=30804"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/30804\/revisions"}],"predecessor-version":[{"id":30806,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/30804\/revisions\/30806"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/30805"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=30804"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=30804"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=30804"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=30804"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}