{"id":94043,"date":"2025-05-19T07:48:09","date_gmt":"2025-05-19T07:48:09","guid":{"rendered":"https:\/\/ekamu.net\/?p=94043"},"modified":"2025-05-19T07:48:09","modified_gmt":"2025-05-19T07:48:09","slug":"deutsche-bank-turkiye-enflasyon-beklentisini-yukseltti","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/05\/19\/deutsche-bank-turkiye-enflasyon-beklentisini-yukseltti\/","title":{"rendered":"Deutsche Bank T\u00fcrkiye enflasyon beklentisini y\u00fckseltti"},"content":{"rendered":"<div>\n<p>Son enflasyon verilerden sonra yabanc\u0131 kurumlar 2024&#8217;\u00fcn geri kalan b\u00f6l\u00fcm\u00fcnde T\u00fcrkiye&#8217;de faiz indirimi i\u00e7in alan olmad\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcnde.<\/p>\n<p>Son de\u011ferlendirme Deutsche Bank&#8217;tan geldi. Deutsche Bank Ekonomisti Yi\u011fit Onay ve Stratejisti Christian Wietoska taraf\u0131ndan haz\u0131rlanan 4 Kas\u0131m tarihli raporda enflasyon beklentisi y\u00fckseltilirken, para politikas\u0131nda gev\u015femenin 2025 Ocak ay\u0131nda ba\u015flayaca\u011f\u0131 \u00f6ng\u00f6r\u00fcs\u00fc de korundu.<\/p>\n<p>Notta, Ekim verilerinin enflasyonda yeni bir yukar\u0131 y\u00f6nl\u00fc s\u00fcrprize i\u015faret etti\u011fini, bununla birlikte dezenflasyonun devam edece\u011fi belirtildi.<\/p>\n<p>Banka enflasyonun \u0131l\u0131ml\u0131 hizmetler enflasyonuna ra\u011fmen yukar\u0131 y\u00f6nl\u00fc s\u00fcrpriz yapt\u0131\u011f\u0131na dikkat \u00e7ekti. Analizde g\u0131da enflasyonundaki yukar\u0131 y\u00f6nl\u00fc trende de vurgu yap\u0131ld\u0131.<\/p>\n<\/div>\n<div>\n<p>Analizlerinin ard\u0131ndan banka 2024 ve 2025 enflasyon beklentilerinde yukar\u0131 y\u00f6nl\u00fc revizyonlar yapt\u0131. Buna g\u00f6re bankan\u0131n T\u00fcrkiye i\u00e7in 2024 y\u0131l sonu enflasyon beklentisi y\u00fczde 44&#8217;ten y\u00fczde 45&#8217;e \u00e7\u0131kt\u0131. 2025 beklentisi ise y\u00fczde 25&#8217;ten y\u00fczde 25,4 seviyesine y\u00fckseltildi.<\/p>\n<p>Banka, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB) 8 Kas\u0131m&#8217;daki y\u0131l\u0131n son enflasyon raporunda da 2024 tahminini y\u00fczde 44-45 seviyesine revize edece\u011fini \u00f6ng\u00f6rd\u00fc. 2025 tahminini ise Orta Vadeli Program ile ayn\u0131 d\u00fczeyde olan y\u00fczde 17,5 seviyesinde a\u00e7\u0131klayaca\u011f\u0131n\u0131 tahmin etti.<\/p>\n<p>Enflasyonla ilgili analizlerinin ard\u0131ndan banka son iki ayda gelen verilerin 2024&#8217;\u00fcn geri kalan b\u00f6l\u00fcm\u00fcnde faiz indirim olas\u0131l\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. Deutsche Bank verilerin daha \u00f6nce yapt\u0131klar\u0131 parasal gev\u015femenin Ocak ay\u0131nda temkinli bir \u015fekilde kademeli olarak ba\u015flayaca\u011f\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fclerini destekledi\u011fini 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;\">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>Deutsche Bank, T\u00fcrkiye&#8217;de son a\u00e7\u0131klanan enflasyon verilerinin ard\u0131ndan yapt\u0131\u011f\u0131 analizde 2024 y\u0131l\u0131 enflasyon tahminini y\u00fczde 44&#8217;ten y\u00fczde 45&#8217;e \u00e7\u0131kard\u0131. Banka, son verilerin 2024 y\u0131l\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc ve gev\u015femenin kademeli&#8230;<\/p>\n","protected":false},"author":1,"featured_media":94044,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[424,400,44],"class_list":["post-94043","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-424","tag-bank","tag-enflasyon"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/94043","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=94043"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/94043\/revisions"}],"predecessor-version":[{"id":94045,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/94043\/revisions\/94045"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/94044"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=94043"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=94043"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=94043"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}