Merkez Bankas\u0131 be\u015finci faiz karar\u0131n\u0131 per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klayacak. G\u00f6zler Merkez Bankas\u0131’n\u0131n faiz art\u0131r\u0131p art\u0131rmayaca\u011f\u0131nda.<\/p>\n\n

TCMB Para Politikas\u0131 Kurulu Eyl\u00fcl toplant\u0131s\u0131nda bir haftal\u0131k repo faizini 500 baz puanl\u0131k art\u0131\u015fla y\u00fczde 25\u2019ten y\u00fczde 30\u2019a y\u00fckseltmi\u015fti. B\u00f6ylelikle TCMB yeni idaresi alt\u0131nda d\u00f6rd\u00fcnc\u00fc faiz art\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirmi\u015fti.<\/p>\n

Yabanc\u0131 bankalar HSBC, Morgan Stanley ve Deutsche Bank da kendi iddialar\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n\n

\n
\n HSBC<\/strong>
\n <\/b>\n <\/p>\n

HSBC, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’ndan gelecek haftaki toplant\u0131da 250 baz puanl\u0131k faiz art\u0131\u015f\u0131 bekliyor. HSBC Ekonomisti Melis Metiner taraf\u0131ndan kaleme al\u0131nan raporda T\u00fcrkiye’nin per\u015fembe g\u00fcn\u00fc b\u00fcy\u00fck montanl\u0131 faiz art\u0131\u015f\u0131 yapabilece\u011fi belirtildi.<\/p>\n

Y\u0131l sonunda siyaset faizinin y\u00fczde 32,5 olmas\u0131 beklendi\u011fi belirtilen rapora nazaran per\u015fembe g\u00fcnk\u00fc toplant\u0131da 250 baz puanl\u0131k faiz art\u0131\u015f\u0131 bekleniyor.<\/p>\n

A\u00e7\u0131klamada “Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek son devirde para siyaseti duru\u015funun siyaset faizinin ima etti\u011finden daha s\u0131k\u0131 oldu\u011fu ve m\u00fcspet ger\u00e7ek faize yakla\u015f\u0131ld\u0131\u011f\u0131 bildirisini vermi\u015fti. Bu yorumlar, s\u0131k\u0131la\u015fma d\u00f6ng\u00fcs\u00fcn\u00fcn sonuna yakla\u015f\u0131ld\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcm\u00fczle uyumlu. \u015eimdilik y\u0131l\u0131n son \u00e7eyre\u011fi i\u00e7in ek faiz art\u0131\u015f\u0131 beklemiyoruz fakat dezenflasyonist s\u00fcre\u00e7 hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratmaya devam ederse TCMB daha fazlas\u0131n\u0131 yapabilir” s\u00f6z\u00fcne yer verildi.<\/p>\n\n

\n
\n MORGAN STANLEY<\/strong>
\n <\/b>\n <\/p>\n

Morgan Stanley, Merkez Bankas\u0131’na y\u00f6nelik faiz art\u0131r\u0131m beklentilerini \u00fcst tarafl\u0131 revize etti. Per\u015fembe g\u00fcn\u00fc faizde 500 baz puanl\u0131k bir art\u0131\u015f daha yap\u0131larak y\u00fczde 35’e \u00e7\u0131kmas\u0131n\u0131 bekliyor.<\/p>\n

Morgan Stanley, TCMB’den bu ay 500, kas\u0131m ay\u0131nda ise 250 baz puan faiz art\u0131r\u0131m\u0131 bekledi\u011fini duyurdu.
Morgan Stanley, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Para Siyaseti \u015euras\u0131’n\u0131n (PPK) 26 Ekim’de siyaset faizini y\u00fczde 30’dan y\u00fczde 35’e y\u00fckseltece\u011fini \u00f6ng\u00f6r\u00fcrken, kas\u0131m ay\u0131nda da faizin y\u00fczde 37,50 d\u00fczeyine y\u00fckseltilece\u011fini iddia etti.<\/p>\n

Morgan Stanley yay\u0131nlad\u0131\u011f\u0131 raporda, “TCMB’nin k\u0131sa vadeli ama\u00e7lar\u0131nda k\u0131ymetli bir \u00fcst istikametli revizyon yapaca\u011f\u0131na inan\u0131yoruz. Enflasyon varsay\u0131mlar\u0131n\u0131 2 Kas\u0131m’da a\u00e7\u0131klayaca\u011f\u0131 yeni Enflasyon Raporu’nda payla\u015facak. Eyl\u00fcl ay\u0131nda yay\u0131nlanan Orta Vadeli Program’da (OVP) 2023 y\u0131lsonu varsay\u0131m\u0131 y\u00fczde 65 ile daha da y\u00fcksekti. Bizim y\u0131lsonu i\u00e7in y\u00fczde 67,1 olan iddiam\u0131z ve y\u00fczde 68,0 olan anket beklentileri g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, TCMB’nin daha evvel y\u00fczde 58 olan y\u0131lsonu kestirimlerini bu d\u00fczeylere yakla\u015ft\u0131rmas\u0131n\u0131 bekliyoruz” dedi.<\/p>\n

Morgan Stanley, TCMB’nin Kas\u0131m’dan sonra faiz art\u0131r\u0131mlar\u0131na orta verece\u011fini, 2024’\u00fcn birinci faiz art\u0131r\u0131m\u0131n\u0131n Nisan ay\u0131nda 250 baz puan olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fcklerini de s\u00f6z etti.<\/p>\n

Morgan Stanley, “Politika profiline ba\u011fl\u0131 olarak ve makro ihtiyati \u00f6nlemler finansal piyasalar\u0131 \u015fartlar\u0131n\u0131n nispeten s\u0131k\u0131 oldu\u011fu bir ortamda, enflasyonun 2024 sonunda y\u0131ll\u0131k y\u00fczde 42,5’e gerileyece\u011fini \u00f6ng\u00f6r\u00fcyoruz” de\u011ferlendirmesini de yapt\u0131.<\/p>\n\n

\n
\n DEUTCHE BANK<\/strong>
\n <\/b>\n <\/p>\n

Deutsche Bank ekonomistleri Yigit Onay ve Christian Wietoska, artan jeopolitik riskler ve bu risklerin T\u00fcrkiye\u2019nin enflasyon ve \u00f6demeler istikrar\u0131 dinamikleri \u00fczerindeki muhtemel tesirlerini g\u00f6zeterek, para siyaseti g\u00f6r\u00fcn\u00fcm\u00fcne ait \u00f6ng\u00f6r\u00fclerini g\u00fcncellediklerini ve art\u0131k kas\u0131m ve aral\u0131k aylar\u0131nda TCMB\u2019den 250\u2019\u015fer baz puanl\u0131k faiz art\u0131\u015f\u0131 beklediklerini belirttiler.<\/p>\n

Bloomberg HT’nin aktard\u0131\u011f\u0131na nazaran, ekonomistler per\u015fembe g\u00fcnk\u00fc Para Politikas\u0131 Kurulu toplant\u0131s\u0131nda TCMB\u2019den 500 baz puanl\u0131k faiz art\u0131\u015f\u0131 bekliyor.<\/p>\n

\n
\n Y\u00dcZDE 40’LIK BEKLENT\u0130S\u0130N\u0130 \u00d6NE CEKT\u0130<\/strong>
\n <\/b>\n <\/p>\n

Ekonomistler, faiz art\u0131\u015flar\u0131n\u0131n bir haftal\u0131k repo faizinin y\u00fczde 40\u2019a ula\u015fmas\u0131yla son bulaca\u011f\u0131 g\u00f6r\u00fc\u015flerini korumakla birlikte, bu d\u00fczeye evvelki iddialar\u0131na nazaran daha erken bi\u00e7imde, y\u0131l sonunda ula\u015f\u0131laca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n

Kurum daha evvel y\u00fczde 40 kesin siyaset faizi d\u00fczeyine mahall\u00ee se\u00e7imin akabinde 2024\u2019\u00fcn ikinci \u00e7eyre\u011finde ula\u015f\u0131laca\u011f\u0131n\u0131 \u00f6ng\u00f6rm\u00fc\u015ft\u00fc.<\/p>\n

Notta, bu t\u00fcrl\u00fc bir siyasetin, \u201cEnflasyon beklentilerini denetim alt\u0131na alma, Merkez Bankas\u0131\u2019n\u0131n ekonomiyi s\u00fcrd\u00fcr\u00fclebilir bir patikaya sokma ve kredibilitesini g\u00fc\u00e7lendirme maksatlar\u0131yla daha uyumlu olaca\u011f\u0131\u201d tabir edildi.<\/p>\n","protected":false},"excerpt":{"rendered":"

Merkez Bankas\u0131 be\u015finci faiz karar\u0131n\u0131 per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klayacak. G\u00f6zler Merkez Bankas\u0131’n\u0131n faiz art\u0131r\u0131p art\u0131rmayaca\u011f\u0131nda. TCMB Para Politikas\u0131 Kurulu Eyl\u00fcl toplant\u0131s\u0131nda bir haftal\u0131k repo faizini 500 baz puanl\u0131k art\u0131\u015fla y\u00fczde 25\u2019ten y\u00fczde 30\u2019a …<\/p>\n","protected":false},"author":1,"featured_media":39169,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[2203,2904,2903,2845,2206],"yoast_head":"\n