{"id":9444,"date":"2024-08-21T06:36:06","date_gmt":"2024-08-21T06:36:06","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=9444"},"modified":"2024-08-21T06:36:06","modified_gmt":"2024-08-21T06:36:06","slug":"morgan-stanleyden-yeni-tcmb-analizi","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/08\/21\/morgan-stanleyden-yeni-tcmb-analizi\/","title":{"rendered":"Morgan Stanley&#8217;den yeni TCMB analizi"},"content":{"rendered":"<div>\n<p>Morgan Stanley Ekonomisti Hande K\u00fc\u00e7\u00fck, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) son faiz karar\u0131 ile yay\u0131mlad\u0131\u011f\u0131 a\u00e7\u0131klaman\u0131n y\u0131l\u0131n kalan\u0131nda politika faizinin sabit kalaca\u011f\u0131 tahminini destekledi\u011fi de\u011ferlendirmesini yapt\u0131.<\/p>\n<p>Sal\u0131 g\u00fcn\u00fc yay\u0131mlanan raporda, politika yap\u0131c\u0131lar\u0131n faizi de\u011fi\u015ftirmeden ve ek ara\u00e7lar konusunda yeni bir sinyal verilmeden &#8216;\u015fahin bir s\u00fcrpriz&#8217; yapmay\u0131 ba\u015fard\u0131klar\u0131n\u0131 s\u00f6yledi.<\/p>\n<p>K\u00fc\u00e7\u00fck, TCMB\u2019nin s\u00f6zl\u00fc y\u00f6nlendirmesinin, ayl\u0131k enflasyon e\u011filiminin y\u00fczde 1,5\u2019e s\u00fcrd\u00fcr\u00fclebilir bir \u015fekilde d\u00fc\u015fmesi ve enflasyon beklentileri ile tahmin aral\u0131\u011f\u0131 aras\u0131ndaki fark\u0131n daralmas\u0131 \u00f6ncesinde faiz indirimi ad\u0131mlar\u0131na ba\u015flanmas\u0131n\u0131n pek olas\u0131 olmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131k\u00e7a ortaya koydu\u011funu ve \u201cbunun yak\u0131n vadede faiz indirimi ad\u0131mlar\u0131na pek fazla alan b\u0131rakmad\u0131\u011f\u0131n\u0131\u201d s\u00f6yledi.<\/p>\n<\/div>\n<div>\n<p>A\u00e7\u0131klamada yap\u0131lan de\u011fi\u015fikliklerin faiz oranlar\u0131n\u0131 daha uzun s\u00fcre sabit tutma niyetini i\u015faret etti\u011fi \u00f6ng\u00f6ren K\u00fc\u00e7\u00fck, b\u00fcy\u00fcmedeki yava\u015flaman\u0131n daha da artt\u0131\u011f\u0131na dair i\u015faretler gelirken verilen mesajlar\u0131n yak\u0131n vadede gev\u015feme ad\u0131mlar\u0131n\u0131n at\u0131lmas\u0131na y\u00f6nelik beklentileri erteleme amac\u0131n\u0131 yans\u0131tt\u0131\u011f\u0131n\u0131 belirtti.<\/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\/morgan-stanley-den-yeni-tcmb-analizi-2358759<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB) son faiz karar\u0131 beklentilere paralel olurken, \u015fahin mesajlar yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n de\u011ferlendirmelerinde de \u00f6ne \u00e7\u0131kan tema oldu. TCMB&#8217;nin &#8216;\u015fahin bir s\u00fcrpriz&#8217; yapt\u0131\u011f\u0131n\u0131 belirten Morgan Stanley, 2024&#8230;<\/p>\n","protected":false},"author":1,"featured_media":9445,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[405],"manset":[],"class_list":["post-9444","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-faiz"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/9444","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=9444"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/9444\/revisions"}],"predecessor-version":[{"id":9446,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/9444\/revisions\/9446"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/9445"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=9444"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=9444"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=9444"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=9444"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}