{"id":69122,"date":"2024-08-09T13:48:07","date_gmt":"2024-08-09T13:48:07","guid":{"rendered":"https:\/\/ekamu.net\/?p=69122"},"modified":"2024-08-09T13:48:07","modified_gmt":"2024-08-09T13:48:07","slug":"hsbc-portfoyden-tcmb-tahmini","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/08\/09\/hsbc-portfoyden-tcmb-tahmini\/","title":{"rendered":"HSBC Portf\u00f6y\u2019den TCMB tahmini \u00a0"},"content":{"rendered":"<div>\n<p>Bloomberg HT\u2019ye konuk olan HSBC Portf\u00f6y Ba\u015fekonomisti \u0130brahim Aksoy, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) enflasyon raporu mesajlar\u0131n\u0131 ve beklentilerini de\u011ferlendirdi.<\/p>\n<p>Aksoy, HSBC Portf\u00f6y y\u00f6netimi olarak uzun s\u00fcredir y\u0131lsonu i\u00e7in enflasyon tahminlerinin y\u00fczde 49 oldu\u011funu belirtti\u011fi konu\u015fmas\u0131nda, \u201cBizim tahminimiz bir anlamda daha k\u00f6t\u00fcmser. Hizmet enflasyonu engeli nedeniyle gelecek y\u0131l i\u00e7in beklentimiz y\u00fczde 30. TCMB, beklentileri y\u00f6netebilmek i\u00e7in tahminleri de\u011fi\u015ftirmemi\u015f olabilir.\u201d dedi.<\/p>\n<p>Son \u00e7eyrekte enflasyonun \u00f6ng\u00f6r\u00fclerine g\u00f6re y\u00fczde 1,5\u2019a d\u00fc\u015fmeyebilece\u011fini belirten Aksoy, \u201cEnflasyon ayl\u0131k y\u00fczde 2 olursa TCMB Kas\u0131m-Aral\u0131k\u2019ta toplam 5 puan faiz indirimi yapabilir.\u201d ifadelerini kulland\u0131.<\/p>\n<\/div>\n<div>\n<p>Aksoy, sanayi \u00fcretiminin yava\u015flad\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fcklerini ve 3 ayl\u0131k ortalamalara bak\u0131ld\u0131\u011f\u0131nda da sanayi \u00fcretiminin darald\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fcklerini belirtti. Son aylarda da perakende sat\u0131\u015f endeksinde daralma g\u00f6rd\u00fcklerini kaydeden Aksoy, \u201cPerakende sat\u0131\u015f hacim endeksinde Haziran\u2019da bir miktar farkl\u0131 bir resimle kar\u015f\u0131la\u015fabiliriz. \u00c7\u00fcnk\u00fc yurt i\u00e7i al\u0131nan mal ve hizmetlerde merkezi y\u00f6netim b\u00fct\u00e7esine g\u00f6re \u00e7ok ciddi bir art\u0131\u015f g\u00f6rm\u00fc\u015ft\u00fck. Enflasyon a\u00e7\u0131s\u0131ndan hanehalk\u0131 talebinde daha fazla daralmaya ihtiya\u00e7 olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyorum.\u201d dedi.<\/p>\n<p>Aksoy, TL\u2019de reel de\u011ferlenmenin enflasyonla m\u00fccadelede ana ara\u00e7 g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fc belirtti\u011fi konu\u015fmas\u0131nda, \u015fu anda Eyl\u00fcl 2021&#8217;le k\u0131yasland\u0131\u011f\u0131nda kurdaki art\u0131\u015f\u0131n maliyetin <b>alt\u0131nda<\/b> oldu\u011funu s\u00f6yledi.<\/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;\">Bloomberg HT<\/span><\/p>\n<p><span style=\"display: block; width: 343.125px; color: rgb(55, 58, 60); font-size: 14px; background-color: rgb(255, 249, 236);\"><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>HSBC Portf\u00f6y Ba\u015fekonomisti \u0130brahim Aksoy, \u201cEnflasyon ayl\u0131k y\u00fczde 2 olursa Kas\u0131m-Aral\u0131k\u2019ta toplam 5 puan faiz indirimi olabilir\u201d dedi.<\/p>\n","protected":false},"author":1,"featured_media":69123,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[3735,44],"class_list":["post-69122","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-aksoy","tag-enflasyon"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/69122","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=69122"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/69122\/revisions"}],"predecessor-version":[{"id":69124,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/69122\/revisions\/69124"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/69123"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=69122"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=69122"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=69122"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}