Dolar\/TL 27,20 zirvesinde nispeten yatay bir seyir izlerken, piyasalarda Merkez Bankas\u0131\u2019n\u0131n (TCMB) yar\u0131n a\u00e7\u0131klanacak faiz karar\u0131 \u00f6ncesi kur korumal\u0131 mevduat\u0131 (KKM) azalmay\u0131 ama\u00e7layan ad\u0131mlar\u0131n\u0131n etkileri izleniyor.<\/p>\n
TCMB beklentilerin alt\u0131nda kalan 900 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131n ard\u0131ndan Cevdet Ak\u00e7ay, Fatih Karahan ve Hatice Karahan\u2019\u0131n da kat\u0131ld\u0131\u011f\u0131 yenilenen kadrosuyla alaca\u011f\u0131 faiz karar\u0131n\u0131 yar\u0131n saat 14.00\u2019te a\u00e7\u0131klayacak.<\/p>\n
Reuters anketine kat\u0131lan 17 ekonomistin tamam\u0131 y\u00fczde 17,5 seviyesindeki politika faizinde art\u0131\u015f beklerken, tahminler y\u00fczde 18 ila y\u00fczde 20,5 band\u0131nda yer al\u0131yor. Anketin medyan\u0131 250 baz puan art\u0131\u015f ile y\u00fczde 20 seviyesinde. Ankette sekiz ekonomist 250 baz puan, d\u00f6rt ekonomist 200 baz puan, \u00fc\u00e7 ekonomist 150 baz puan, ve birer ekonomist 50 ve 300 baz puan art\u0131\u015f bekliyor.<\/p>\n
KKM KARARI<\/b><\/p>\n
TCMB 125 milyar dolara yakla\u015fan KKM hesaplar\u0131n\u0131n TL mevduata ge\u00e7i\u015fine y\u00f6nelik bankalara hedef belirleyerek KKM\u2019nin azalt\u0131lmas\u0131n\u0131 ama\u00e7layan ilk ad\u0131m\u0131n\u0131 hafta sonu att\u0131. Bankac\u0131lara g\u00f6re bu karar faiz art\u0131\u015flar\u0131n\u0131n s\u0131n\u0131rl\u0131 kalmaya devam edece\u011finin de g\u00f6stergesi.<\/p>\n
TCMB yeni ad\u0131mlar\u0131na y\u00f6nelik Pazartesi g\u00fcn\u00fc bankalar\u0131n ele\u015ftirilerini dinledi\u011fi bir toplant\u0131 da ger\u00e7ekle\u015ftirdi. TCMB toplant\u0131da bankalara \u201czorluklar\u0131n fark\u0131nda\u201d olduklar\u0131n\u0131 ancak d\u00fczenlemelerin sa\u011fl\u0131kl\u0131 aktar\u0131m mekanizmas\u0131 i\u00e7in \u201cgerekli\u201d oldu\u011fu mesaj\u0131 verdi.<\/p>\n
KKM\u2019nin bug\u00fcn i\u00e7in hala en cazip \u00fcr\u00fcn oldu\u011funu, m\u00fc\u015fterilerine KKM \u00f6nermeye devam edeceklerini s\u00f6yleyen \u0130\u015f Bankas\u0131 Genel M\u00fcd\u00fcr\u00fc Hakan Aran ise d\u00fcn kat\u0131ld\u0131\u011f\u0131 BloombergHT yay\u0131n\u0131nda, \u201cBize verilen hedefler do\u011frultusunda onlar\u0131 ikna etmemiz m\u00fcmk\u00fcn de\u011fil. D\u00f6vizinden d\u00f6nerek KKM\u2019ye ge\u00e7enlere \u2018vadeli TL hesab\u0131na ge\u00e7\u2019 diye bir telkinimiz olmayacak\u201d dedi.<\/p>\n
Bankac\u0131lar TCMB kararlar\u0131n\u0131n ilk etapta TL ile a\u00e7\u0131lan KKM\u2019ye do\u011frudan odakland\u0131\u011f\u0131na dikkat \u00e7ekiyor. Bankac\u0131lar KKM\u2019nin yakla\u015f\u0131k y\u00fczde 20\u2019sinin TL ile a\u00e7\u0131lan hesaplar, y\u00fczde 80\u2019inin ise d\u00f6viz ile a\u00e7\u0131lanlar\u0131n olu\u015fturdu\u011funu hesapl\u0131yor. KKM\u2019de bu d\u00fczenlemelerle y\u0131lsonunda \u00f6ng\u00f6r\u00fclen y\u00fczde 15 d\u00fc\u015f\u00fc\u015f ise KKM\u2019den \u00e7\u0131k\u0131\u015f\u0131n y\u0131llar i\u00e7inde ger\u00e7ekle\u015fecek bir s\u00fcre\u00e7 olaca\u011f\u0131n\u0131 kan\u0131tl\u0131yor.<\/p>\n
Bug\u00fcn i\u00e7 veri g\u00fcndeminde a\u011fustos ay\u0131 t\u00fcketici g\u00fcven endeksi yer al\u0131yor. Ekonomi y\u00f6netimi \u00f6n\u00fcm\u00fczdeki ay a\u00e7\u0131klanmas\u0131 planlanan orta vadeli programa ili\u015fkin isti\u015fare g\u00f6r\u00fc\u015fmelerini s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
KURDA YEN\u0130 Z\u0130RVE<\/b><\/p>\n
Dolar\/TL 27,2150 ile yeni zirvesine y\u00fckselerek g\u00fcne ba\u015flad\u0131. Kur yakla\u015f\u0131k bir ay 27 seviyesinde yatay seyir izledikten sonra son g\u00fcnlerde 27\u2019den 27,20 \u00fczerine y\u00fckseldi. TL\u2019nin y\u0131lba\u015f\u0131ndan beri dolar kar\u015f\u0131s\u0131ndaki de\u011fer kayb\u0131 bu sabah y\u00fczde 31,22 seviyesinde bulunuyor.<\/p>\n
KKM\u2019nin a\u011fustostaki rekor d\u00f6n\u00fc\u015fleri piyasalarda takip edilmeye devam ediyor. Bu ay KKM\u2019deki 50 milyar dolar d\u00f6n\u00fc\u015f ile ihracat\u00e7\u0131lar\u0131n ithalat kaynakl\u0131 d\u00f6viz ihtiyac\u0131 TCMB rezervlerini bask\u0131layan ana unsurlar.<\/p>\n
Bankac\u0131lar\u0131n hesaplamalar\u0131na g\u00f6re per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak veriler ge\u00e7en hafta toplam rezervlerin 0,8 ila 1 milyar dolar aras\u0131nda artaca\u011f\u0131n\u0131, net rezervlerin ise yatay ya da 200 milyon dolar azalaca\u011f\u0131 y\u00f6n\u00fcnde.<\/p>\n
K\u00dcRESEL P\u0130YASALAR<\/b><\/p>\n
Yat\u0131r\u0131mc\u0131lar teknoloji sekt\u00f6r\u00fcn\u00fcn b\u00fcy\u00fck de\u011ferlemeye sahip \u015firketlerinin tahvil getirilerindeki keskin s\u0131\u00e7ray\u0131\u015fa dayan\u0131p dayanamayaca\u011f\u0131n\u0131 g\u00f6rmek i\u00e7in sekt\u00f6r\u00fcn ba\u015fl\u0131ca \u015firketlerinden Nvidia\u2019n\u0131n bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7osunu bekliyor.<\/p>\n
Wall Street d\u00fcn 16 y\u0131l\u0131n zirvesine y\u00fckselen tahvil getirilerinin etkisiyle geriledi.<\/p>\n
Yat\u0131r\u0131mc\u0131lar para politikas\u0131nda izlenecek yola ili\u015fkin ipu\u00e7lar\u0131 edinmek \u00fczere ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n bu hafta kat\u0131laca\u011f\u0131 Jackson Hole konferans\u0131ndaki a\u00e7\u0131klamalar\u0131n\u0131 bekliyor. Dolar konferans \u00f6ncesi iki ay\u0131n zirvesine yak\u0131n seyrediyor. (REUTERS)<\/p>\n","protected":false},"excerpt":{"rendered":"
Dolar\/TL 27,20 zirvesinde. Piyasalar yar\u0131nki Para Politikas\u0131 Kurulu toplant\u0131s\u0131nda verilecek faiz karar\u0131n\u0131 beklerken KKM ad\u0131mlar\u0131n\u0131n etkileri izleniyor.<\/p>\n","protected":false},"author":1,"featured_media":117355,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[4063,70,2820,1422,2377],"class_list":["post-117354","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-baz-puan","tag-dolar","tag-kkm","tag-tcmb","tag-zirve"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/117354","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=117354"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/117354\/revisions"}],"predecessor-version":[{"id":117356,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/117354\/revisions\/117356"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/117355"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=117354"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=117354"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=117354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}