{"id":75479,"date":"2024-09-03T12:36:06","date_gmt":"2024-09-03T12:36:06","guid":{"rendered":"https:\/\/ekamu.net\/?p=75479"},"modified":"2024-09-03T12:36:06","modified_gmt":"2024-09-03T12:36:06","slug":"morgan-stanley-tcmb-bu-yil-faizi-degistirmez","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/09\/03\/morgan-stanley-tcmb-bu-yil-faizi-degistirmez\/","title":{"rendered":"Morgan Stanley: TCMB bu y\u0131l faizi de\u011fi\u015ftirmez"},"content":{"rendered":"<div>\n<p>Morgan Stanley, Merkez Bankas\u0131\u2019n\u0131n i\u00e7 talepte ya\u015fanan yava\u015flaman\u0131n h\u0131z\u0131 konusunda rahat oldu\u011fu de\u011ferlendirmesinde bulundu ve bu y\u0131l politika faizinde de\u011fi\u015fikli\u011fe gidilmeyece\u011fi y\u00f6n\u00fcndeki beklentisini korudu.<\/p>\n<p>A\u011fustos ay\u0131 enflasyon verilerinin a\u00e7\u0131klanmas\u0131 sonras\u0131 yay\u0131mlanan, ekonomist Hande K\u00fc\u00e7\u00fck imzal\u0131 de\u011ferlendirmede, \u201cBug\u00fcnk\u00fc enflasyon verisi TCMB\u2019nin y\u00f6nlendirmeleri ve piyasa beklentileri ile b\u00fcy\u00fck \u00f6l\u00e7\u00fcde uyumlu olsa da, hizmet enflasyonunun halen y\u00fcksek ve yap\u0131\u015fkan seyretmesi ve son enerji fiyat art\u0131\u015flar\u0131n\u0131n potansiyel yans\u0131malar\u0131, bize g\u00f6re TCMB\u2019nin s\u0131k\u0131 parasal duru\u015funu s\u00fcrd\u00fcrmesine ve ileti\u015fimde s\u0131k\u0131la\u015ft\u0131rma e\u011filimini korumas\u0131na yol a\u00e7acakt\u0131r\u201d denildi.<\/p>\n<\/div>\n<div>\n<p>Raporda \u015fu ifadeler yer ald\u0131: Bu durum, PPK\u2019n\u0131n ge\u00e7en aydan itibaren hizmet enflasyonuna ve geni\u015f tabanl\u0131 enflasyon beklentilerine yapt\u0131\u011f\u0131 vurguyu art\u0131rmas\u0131yla uyumlu olacakt\u0131r. TCMB\u2019nin son d\u00f6nemde ald\u0131\u011f\u0131 makroihtiyati s\u0131k\u0131la\u015ft\u0131rma tedbirlerinin, b\u00fcy\u00fcmede s\u00fcregelen zay\u0131flamaya ra\u011fmen finansal ko\u015fullar\u0131n s\u0131k\u0131 tutulmas\u0131na y\u00f6nelik kararl\u0131l\u0131\u011f\u0131n alt\u0131n\u0131 \u00e7izmesi a\u00e7\u0131s\u0131ndan \u00f6nemli oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. <\/p>\n<p><b><strong>&#8220;Yava\u015flayan talep Ekim ay\u0131yla birlikte enflasyonda daha g\u00f6r\u00fcn\u00fcr olacak&#8221;<\/strong><\/b><\/p>\n<p>TCMB&#8217;nin i\u00e7 talepteki yava\u015flaman\u0131n ivmesi konusunda rahat g\u00f6r\u00fcnd\u00fc\u011f\u00fc de\u011ferlendirmesi yap\u0131lan notta, \u201cTCMB analistleri taraf\u0131ndan 2\u00c7 GSYH\u2019ye ili\u015fkin olarak bug\u00fcn erken saatlerde yay\u0131nlanan bir blog yaz\u0131s\u0131nda, k\u00f6pr\u00fc g\u00fcnlerinin zay\u0131f sanayi bask\u0131s\u0131 \u00fczerindeki etkisine dikkat \u00e7ekilerek, ekonomik faaliyetin ana e\u011filiminde dezenflasyonu destekleyecek \u015fekilde \u0131l\u0131ml\u0131 ancak kademeli olarak artan bir d\u00fc\u015f\u00fc\u015f oldu\u011fu sonucuna var\u0131ld\u0131\u201d ifadeleri yer ald\u0131.<\/p>\n<p>Raporda, &#8220;Yava\u015flayan i\u00e7 talebin ayl\u0131k enflasyonun ana e\u011filimi \u00fczerindeki etkisinin, uygulanan enerji zamlar\u0131n\u0131n ve okula d\u00f6n\u00fc\u015f fiyatland\u0131rmas\u0131n\u0131n etkisinin ge\u00e7mesiyle birlikte ekim ay\u0131ndan itibaren daha g\u00f6r\u00fcn\u00fcr hale gelece\u011fine inan\u0131yoruz. Y\u0131ll\u0131k enflasyon tahminimizi 2024 y\u0131l sonu i\u00e7in y\u00fczde 42,4 ve 2025 y\u0131l sonu i\u00e7in y\u00fczde 25,2 olarak koruyoruz\u201d de\u011ferlendirmeleri yap\u0131ld\u0131.<\/p>\n<\/div>\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>Morgan Stanley, gelen ekonomik verilerin ard\u0131ndan yapt\u0131\u011f\u0131 analizde T\u00fcrkiye&#8217;de politika faizinin bu y\u0131l de\u011fi\u015fmeyece\u011fi y\u00f6n\u00fcndeki beklentisini korudu.<\/p>\n","protected":false},"author":1,"featured_media":75480,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[44],"class_list":["post-75479","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-enflasyon"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/75479","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=75479"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/75479\/revisions"}],"predecessor-version":[{"id":75481,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/75479\/revisions\/75481"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/75480"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=75479"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=75479"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=75479"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}