{"id":6950,"date":"2024-07-23T13:24:06","date_gmt":"2024-07-23T13:24:06","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=6950"},"modified":"2024-07-23T13:24:06","modified_gmt":"2024-07-23T13:24:06","slug":"bnp-paribas-tcmbden-son-ceyrekte-faiz-indirimi-bekliyor","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/07\/23\/bnp-paribas-tcmbden-son-ceyrekte-faiz-indirimi-bekliyor\/","title":{"rendered":"BNP Paribas, TCMB\u2019den son \u00e7eyrekte faiz indirimi bekliyor"},"content":{"rendered":"
\n

Ba\u015fekonomist Hakan Aklar ve CEEMEA Ba\u015fekonomisti Jeffrey Schultz\u2019un haz\u0131rlad\u0131\u011f\u0131 \u201cT\u00fcrkiye: Enflasyondaki d\u00fc\u015f\u00fc\u015f 2024’\u00fcn ikinci yar\u0131s\u0131nda daha g\u00fc\u00e7l\u00fc bir \u015fekilde ger\u00e7ekle\u015fecek\u201d isimli raporunda T\u00fcrkiye\u2019deki y\u0131l sonu enflasyonuna ve TCMB\u2019nin faiz indirimine ne zaman ba\u015flayaca\u011f\u0131na ili\u015fkin tahminler payla\u015f\u0131ld\u0131.<\/p>\n

Raporda, TCMB’nin y\u00fcksek enflasyonla m\u00fccadele taahh\u00fcd\u00fcn\u00fcn muhtemelen 2024’\u00fcn ikinci yar\u0131s\u0131nda kar\u015f\u0131l\u0131\u011f\u0131n\u0131 alaca\u011f\u0131 kaydedildi. BNP Paribas ayr\u0131ca, y\u0131ll\u0131k enflasyonun y\u0131l sonuna kadar keskin bir d\u00fc\u015f\u00fc\u015fle y\u00fczde 40’a d\u00fc\u015fmesini beklediklerini belirtti.<\/p>\n<\/div>\n

\n

Enflasyonun keskin bir \u015fekilde d\u00fc\u015fmesini beklemek i\u00e7in birka\u00e7 neden oldu\u011funu s\u00f6yleyen BNP Paribas, bu nedenleri \u015f\u00f6yle s\u0131ralad\u0131:<\/p>\n

\u201c\u00d6ncelikle \u00fcretici fiyatlar\u0131, maliyet bask\u0131lar\u0131n\u0131n azald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Y\u0131ll\u0131k \u00dcFE ile T\u00dcFE enflasyonu aras\u0131ndaki fark bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcredir negatif seyrediyor. Alt\u0131 ayl\u0131k T\u00dcFE enflasyonu ge\u00e7en y\u0131l\u0131n sonundan bu yana d\u00fc\u015f\u00fc\u015f e\u011filiminde olup, maliyetlerdeki d\u00fc\u015f\u00fc\u015f ve fiyatlar \u00fczerindeki talep bask\u0131s\u0131n\u0131n azalmas\u0131na i\u015faret etmektedir. Enflasyonun ana e\u011filimi (mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f \u00e7ekirdek enflasyon) son d\u00f6nemde d\u00fc\u015f\u00fc\u015f e\u011filimine girmi\u015ftir.\u201d<\/p>\n

\u201cDolar\/TL y\u0131l sonunda 36 seviyesinde i\u015flem g\u00f6recek\u201d<\/strong><\/b><\/p>\n

\u201cDaralan cari a\u00e7\u0131\u011f\u0131n ve artan sermaye giri\u015flerinin TL’nin ger\u00e7ek efektif de\u011ferlenmesine yard\u0131mc\u0131 olmas\u0131 gerekiyor.\u201d a\u00e7\u0131klamas\u0131nda bulunan BNP Paribas, y\u0131l sonunda Dolar\/TL’nin 36 seviyesinde i\u015flem g\u00f6rece\u011fini tahmin etti\u011fini a\u00e7\u0131klad\u0131.<\/p>\n

Raporda, daralan cari a\u00e7\u0131k, g\u00fc\u00e7l\u00fc sermaye giri\u015fleri ve belirgin ters dolarizasyon sayesinde TCMB’nin D\u00f6viz rezerv birikiminin devam etmesinin beklendi\u011fi kaydedilirken, faiz indirimlerinin 2024’\u00fcn 4. \u00e7eyre\u011finden itibaren ba\u015flayabilece\u011fi belirtildi. Ayr\u0131ca, TCMB’nin politika faizini y\u0131lsonuna kadar 10 puan d\u00fc\u015f\u00fcrerek y\u00fczde 40 seviyesine indirebilece\u011fi a\u00e7\u0131kland\u0131.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/bnp-paribas-tcmbden-son-ceyrekte-faiz-indirimi-bekliyor-2357039<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

BNP Paribas, TCMB\u2019nin faiz indirimlerine 2024’\u00fcn 4. \u00e7eyre\u011finden itibaren ba\u015flayabilece\u011fini belirtti\u011fi raporunda, politika faizinin y\u0131lsonuna kadar 10 puan d\u00fc\u015f\u00fcr\u00fclerek y\u00fczde 40 seviyesine indirilebilece\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":6951,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[278,447,655],"manset":[],"class_list":["post-6950","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-dusus","tag-enflasyonu","tag-sonu"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6950","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=6950"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6950\/revisions"}],"predecessor-version":[{"id":6952,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6950\/revisions\/6952"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/6951"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=6950"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=6950"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=6950"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=6950"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}