{"id":12313,"date":"2023-06-07T10:26:31","date_gmt":"2023-06-07T07:26:31","guid":{"rendered":"https:\/\/www.turkishpost.net\/ar\/?p=12313"},"modified":"2023-06-07T15:39:31","modified_gmt":"2023-06-07T12:39:31","slug":"dolar-gune-sert-artisla-basladi","status":"publish","type":"post","link":"https:\/\/www.turkishpost.net\/ar\/dolar-gune-sert-artisla-basladi\/","title":{"rendered":"Dolar g\u00fcne sert art\u0131\u015fla ba\u015flad\u0131"},"content":{"rendered":"

(The Turkish Post) –<\/strong> Se\u00e7im \u00f6ncesinde h\u00fck\u00fcmetin rezervleri kullanarak y\u00fckselmesini \u00f6nledi\u011fi d\u00f6viz kurlar\u0131, bu sabah adeta patlad\u0131.<\/p>\n

Se\u00e7im sonras\u0131 y\u00fckseli\u015fe ge\u00e7en dolar\/TL\u2019de bu sabah art\u0131\u015f h\u0131zland\u0131.<\/p>\n

D\u00fcn g\u00fcn\u00fc 21,50 seviyesinden kapatan dolar\/TL bu sabah 22,85 seviyesini g\u00f6rd\u00fc. Kurda g\u00fcnl\u00fck y\u00fckseli\u015f y\u00fczde 6\u2019ya yakla\u015ft\u0131.<\/p>\n

D\u00fcn g\u00fcn\u00fc 23 seviyesinden kapatan Euro\/TL\u2019de de bu sabah 24,55 seviyesi g\u00f6r\u00fcld\u00fc.<\/p>\n

Dolar kuru, se\u00e7imlerin ilk turunun oldu\u011fu 14 May\u0131s\u2019ta 19,60 seviyesindeydi. O g\u00fcnden bu g\u00fcne kurda art\u0131\u015f, y\u00fczde 16,5\u2019i a\u015ft\u0131.<\/p>\n

D\u00f6viz kurlar\u0131nda bu sabahki seviyede sert hareketler en son Aral\u0131k 2021\u2019de g\u00f6r\u00fclm\u00fc\u015ft\u00fc.<\/p>\n

KURLARDA NORMALLE\u015eME!<\/strong><\/p>\n

Dolar\/TL kamu kontroll\u00fc bir yap\u0131 ile se\u00e7im \u00f6ncesindeki dar bantta i\u015flem g\u00f6rd\u00fc\u011f\u00fc yatay seyirden tamamen uzakla\u015f\u0131rken, TL bug\u00fcn dolar kar\u015f\u0131s\u0131nda g\u00fcne y\u00fczde 6\u2019ya yak\u0131n de\u011fer kayb\u0131 ile ba\u015flad\u0131.<\/p>\n

Bankac\u0131lar, kamunun y\u00f6n belirleyici oldu\u011fu ve rezervler ile se\u00e7im \u00f6ncesi olmas\u0131 gerekenden daha de\u011ferli tutulan TL\u2019nin normalle\u015fme sinyalleri ile de\u011fer kaybetti\u011fini, de\u011fer kay\u0131plar\u0131n\u0131n devam edebilece\u011fini belirtiyorlar.<\/p>\n

Kamunun y\u00f6n belirleyici olmad\u0131\u011f\u0131 \u00fclkenin risk priminde ise TL\u2019deki \u201cnormalle\u015fme sinyalleri i\u00e7eren\u201d de\u011fer kay\u0131plar\u0131na ra\u011fmen belirgin d\u00fc\u015f\u00fc\u015fler ya\u015fan\u0131yor. Piyasalar \u00f6nce ekonomi kadrolar\u0131 atamalar\u0131n\u0131 ard\u0131ndan ise uygulanacak politikalar\u0131n netle\u015fmesi s\u00fcre\u00e7lerini bekliyorlar.<\/p>\n

AKP kadrolar\u0131nda uzun y\u0131llar ekonomi y\u00f6netiminde g\u00f6rev alan Mehmet \u015eim\u015fek\u2019in Hazine ve Maliye Bakan\u0131 olarak atanmas\u0131 uluslararas\u0131 yat\u0131r\u0131mc\u0131lar taraf\u0131ndan memnuniyetle kar\u015f\u0131land\u0131.<\/p>\n

YATIRIMCILAR UMUTLU<\/strong><\/p>\n

Son y\u0131llardaki politikalarla T\u00fcrkiye piyasalar\u0131ndaki varl\u0131klar\u0131n\u0131 belirgin azaltan uluslararas\u0131 yat\u0131r\u0131mc\u0131lar, \u201csayg\u0131 duyduklar\u0131\u201d bir isim olan \u015eim\u015fek\u2019in atanmas\u0131n\u0131n \u00fclkeyi finansal u\u00e7urumdan da uzakla\u015ft\u0131raca\u011f\u0131n\u0131 umuyorlar.<\/p>\n

Yeniden Cumhurba\u015fkan\u0131 olarak se\u00e7ilen Tayyip Erdo\u011fan, enflasyonun kal\u0131c\u0131 hale gelmesi ve milyarlarca dolar d\u00f6viz rezervinin erimesinden kaynaklanan ekonomik sorunlarla m\u00fccadele etmek i\u00e7in \u015eim\u015fek\u2019i atad\u0131.<\/p>\n

Bankalar\u0131 ucuz kredi vermeye te\u015fvik etmenin yan\u0131 s\u0131ra uygulanan politikalar bir \u00e7ok yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n da T\u00fcrkiye\u2019den \u00e7\u0131kmas\u0131na sebep oldu. Bu s\u00fcre\u00e7 piyasaya g\u00f6re \u015eim\u015fek\u2019e \u00e7\u00f6zmesi gereken karma\u015f\u0131k bir sorun da b\u0131rakt\u0131. \u015eim\u015fek, \u201cT\u00fcrkiye\u2019nin rasyonel bir zemine d\u00f6nme d\u0131\u015f\u0131nda bir se\u00e7ece\u011fi kalmad\u0131\u011f\u0131n\u0131\u201d s\u00f6ylemi\u015fti.<\/p>\n

YEN\u0130 ATANACAK \u0130S\u0130MLER BEKLEN\u0130YOR<\/strong><\/p>\n

Piyasalar bu a\u00e7\u0131klamalar\u0131 ekonomi politikalar\u0131nda s\u00fcrd\u00fcr\u00fclemez olarak ele\u015ftirilen bir yap\u0131dan normalle\u015fmeye ge\u00e7i\u015fin ilk sinyalleri olarak yorumland\u0131. Ard\u0131ndan ise piyasalar TCMB ba\u015fta olmak \u00fczere bankac\u0131l\u0131k ve sermaye piyasalar\u0131 d\u00fczenleme kurumlar\u0131, T\u00fcrkiye Varl\u0131k Fonu ve kamu bankalar\u0131 y\u00f6netimlerindeki de\u011fi\u015fiklikleri beklemeye ba\u015flad\u0131.<\/p>\n

Piyasalar atamalar\u0131n ard\u0131ndan ise uygulanacak politikalar\u0131n detaylar\u0131n\u0131 izleyecek. Bu kapsamda \u015eim\u015fek\u2019in \u00e7al\u0131\u015fmaya ba\u015flad\u0131klar\u0131n\u0131 s\u00f6yledi\u011fi orta vadeli program\u0131 \u00f6ne \u00e7\u0131kmas\u0131 beklenen metinler aras\u0131nda yer alacak.<\/p>\n

Amundi varl\u0131k y\u00f6neticisi Hakan Aksoy, \u201c\u015eim\u015fek\u2019in ilk a\u00e7\u0131klamas\u0131 \u015feffafl\u0131k, tutarl\u0131l\u0131k, \u00f6ng\u00f6r\u00fclebilirlik ve uyum getirmek ama\u00e7l\u0131yd\u0131\u201d dedi ve bu a\u00e7\u0131klaman\u0131n \u201cpolitikada ileriye d\u00f6n\u00fck bir de\u011fi\u015fiklik i\u00e7in iyimserli\u011fi\u201d kuvvetlendirdi\u011fine dikkat \u00e7ekti.<\/p>\n

\u2018DAHA FAZLASI GEREKL\u0130\u2019<\/strong><\/p>\n

Ancak analistlere g\u00f6re y\u00fckselen enflasyona ra\u011fmen faizleri d\u00fc\u015f\u00fcrmek gibi y\u0131llard\u0131r s\u00fcrd\u00fcr\u00fclen geleneksel olmayan politikalar\u0131n beraberinde getirdi\u011fi sorunlar\u0131 \u00e7\u00f6zmek ve \u00e7e\u015fitli piyasa \u00e7alkant\u0131lar\u0131ndan defalarca olumsuz etkilenmi\u015f yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenini yeniden kazanmak i\u00e7in \u015eim\u015fek\u2019in atanmas\u0131ndan daha fazlas\u0131 da gerekli.<\/p>\n

\u0130\u015flevsel bir piyasay\u0131 ve yurti\u00e7inde ve yurtd\u0131\u015f\u0131nda yat\u0131r\u0131mc\u0131 g\u00fcvenini yeniden tesis etmek i\u00e7in \u00e7ok \u00f6nemli bir unsur olan para politikas\u0131 seyrinin netle\u015fmesi piyasalar hala belirsiz. Erdo\u011fan\u2019\u0131n, 22 Haziran\u2019da yap\u0131lacak ilk bir sonraki para politikas\u0131 toplant\u0131s\u0131 \u00f6ncesinde Merkez Bankas\u0131\u2019n\u0131n (TCMB) yeni ba\u015fkan\u0131n\u0131 da belirlemesi bekleniyor.<\/p>\n

Enflasyonun ele\u015ftirilen T\u00dc\u0130K \u00f6l\u00e7\u00fcmlerine g\u00f6re y\u00fczde 40\u2019\u0131n hafif alt\u0131nda bulunmas\u0131 ve politika faizinin y\u00fczde 8,5 seviyesinde olmas\u0131, T\u00fcrkiye\u2019nin d\u00fcnya genelindeki b\u00fcy\u00fck ekonomiler aras\u0131nda a\u00e7\u0131k ara en d\u00fc\u015f\u00fck \u201creel\u201d faiz oran\u0131na sahip oldu\u011fu anlam\u0131na geliyor. TL\u2019nin ihtiyats\u0131z bir \u015fekilde y\u00f6netilmesi d\u00f6viz rezervlerinin on milyarca dolar d\u00fc\u015fmesine sebep oldu.<\/p>\n

East Capital varl\u0131k y\u00f6neticisi Emre Ak\u00e7amak, \u201cUzun vadeli stratejik yat\u0131r\u0131mc\u0131lar\u0131n geri d\u00f6nmesi \u00e7ok kolay olmayacak. Muhtemelen aylar, hatta y\u0131llar alacak\u201d dedi.<\/p>\n

Bankac\u0131lar 23 seviyesine yakla\u015fan dolar\/TL\u2019deki kademeli y\u00fckseli\u015fin bir s\u00fcre daha devam etmesinin \u2018daha sa\u011fl\u0131kl\u0131 piyasa ko\u015fullar\u0131\u2019na i\u015faret edece\u011fini belirtiyor.<\/p>\n

\u2018DE\u011eER KAYBI B\u0130R S\u00dcRE DAHA S\u00dcRECEK\u2019<\/strong><\/p>\n

Bir bankan\u0131n d\u00f6viz masas\u0131 i\u015flemcisi, \u201cSon de\u011fer kay\u0131plar\u0131 ile se\u00e7imden \u00f6nce dolar\/TL\u2019nin olmas\u0131 gerekenden olduk\u00e7a a\u015fa\u011f\u0131da tutulmas\u0131 uygulamas\u0131nda b\u00fcy\u00fck bir de\u011fi\u015fim g\u00f6r\u00fcyoruz. Bu rezerv kay\u0131plar\u0131n\u0131n ana kayna\u011f\u0131 haline gelmi\u015fti. TL\u2019nin rezervler ile savunulmas\u0131 gerekmeyecek seviyelerde i\u015flem g\u00f6rmeye her g\u00fcn yakla\u015f\u0131yor. De\u011fer kay\u0131plar\u0131n\u0131n bir s\u00fcre daha devam etmesini bekliyorum ancak bug\u00fcnk\u00fc gibi y\u00fczde 5 \u00fczeri kay\u0131plar beklenen seviyelerin de gittik\u00e7e yakla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor\u201d dedi.<\/p>\n

Dolar\/TL\u2019de yeni zirve bu sabah g\u00f6r\u00fclen 22.85 oldu. Bu verilere g\u00f6re TL dolar kar\u015f\u0131s\u0131nda d\u00fcnk\u00fc kapan\u0131\u015fa g\u00f6re y\u00fczde 5,8, se\u00e7imlerin ilk turu \u00f6ncesine g\u00f6re y\u00fczde 14.3 de\u011fer kaybederken, y\u0131lba\u015f\u0131ndan bug\u00fcne ise y\u00fczde 18,1 kay\u0131p ya\u015fad\u0131. TL\u2019nin son be\u015f y\u0131ll\u0131k kayb\u0131 ise y\u00fczde 81\u2019i a\u015fm\u0131\u015f durumda.<\/p>\n

H\u00fck\u00fcmetin \u201cistikrarl\u0131 TL\u201d, piyasan\u0131n ise kamu kontroll\u00fc olarak niteledi\u011fi TL, uzun s\u00fcredir g\u00fcnl\u00fck y\u00fczde 0,1-0,2 gibi s\u0131n\u0131rl\u0131 de\u011fer kay\u0131plar\u0131 kaydediyordu.<\/p>\n

TL\u2019deki de\u011fer kayb\u0131na ra\u011fmen kamunun y\u00f6n belirleyici olmad\u0131\u011f\u0131 CDS\u2019te ve eurobond getirilerinde belirgin d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fcl\u00fcyor. Se\u00e7imler d\u00f6neminde 700 baz puana yakla\u015fan T\u00fcrkiye\u2019nin kredi iflas takas\u0131 primi (CDS) Pazartesi g\u00fcn\u00fc 485\/495 baz puan\u0131n alt\u0131na geriledi.<\/p>\n

H\u00fck\u00fcmetin, 2021 Eyl\u00fcl\u2019de ba\u015flayan keskin faiz indirimleriyle fiiliyata ge\u00e7en d\u00fc\u015f\u00fck faiz, yat\u0131r\u0131m odakl\u0131 kredi ve cari fazla politikas\u0131, cari fazlaya yol a\u00e7mad\u0131\u011f\u0131 gibi enflasyonu 24 y\u0131l\u0131n zirvesine \u00e7\u0131kard\u0131, al\u0131m g\u00fcc\u00fcn\u00fcn ve d\u00f6viz rezervlerinin keskin bir \u015fekilde d\u00fc\u015fmesine sebep oldu. Bankac\u0131lar TCMB \u00f6nc\u00fc verilerinden se\u00e7imler d\u00f6neminde sert gerileyen net ve br\u00fct rezervlerdeki d\u00fc\u015f\u00fc\u015f\u00fcn ge\u00e7en hafta itibar\u0131yla durdu\u011funu hesapl\u0131yor.<\/p>\n

Erdo\u011fan\u2019\u0131n al\u0131\u015f\u0131lagelmi\u015f ekonomi politikalar\u0131na daha \u00f6nce de y\u00f6neldi\u011fi ancak h\u0131zl\u0131 bir \u015fekilde karar de\u011fi\u015ftirdi\u011fine de dikkat \u00e7eken analistler bu kapsamda \u015eim\u015fek\u2019e ne kadar ba\u011f\u0131ms\u0131zl\u0131k tan\u0131naca\u011f\u0131na ve g\u00f6revde kalaca\u011f\u0131 s\u00fcrenin de \u00f6nemine vurgu yap\u0131yorlar.<\/p>\n","protected":false},"excerpt":{"rendered":"

(The Turkish Post) – Se\u00e7im \u00f6ncesinde h\u00fck\u00fcmetin rezervleri kullanarak y\u00fckselmesini \u00f6nledi\u011fi d\u00f6viz kurlar\u0131, bu sabah adeta patlad\u0131. Se\u00e7im sonras\u0131 y\u00fckseli\u015fe ge\u00e7en dolar\/TL\u2019de bu sabah art\u0131\u015f h\u0131zland\u0131. D\u00fcn g\u00fcn\u00fc 21,50 seviyesinden kapatan dolar\/TL bu sabah 22,85 seviyesini g\u00f6rd\u00fc. Kurda g\u00fcnl\u00fck y\u00fckseli\u015f y\u00fczde 6\u2019ya yakla\u015ft\u0131. D\u00fcn g\u00fcn\u00fc 23 seviyesinden kapatan Euro\/TL\u2019de de bu sabah 24,55 seviyesi g\u00f6r\u00fcld\u00fc. […]<\/p>\n","protected":false},"author":2,"featured_media":12315,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"source_name":"S\u00f6zc\u00fc","source_url":"https:\/\/www.sozcu.com.tr\/2023\/finans\/dolar-gune-sert-artisla-basladi-7706690\/","via_name":"","via_url":"","override_template":"0","override":[{"template":"1","single_blog_custom":"","parallax":"1","fullscreen":"1","layout":"right-sidebar","sidebar":"default-sidebar","second_sidebar":"default-sidebar","sticky_sidebar":"1","share_position":"topbottom","share_float_style":"share-monocrhome","show_share_counter":"0","show_view_counter":"0","show_featured":"1","show_post_meta":"1","show_post_author":"0","show_post_author_image":"1","show_post_date":"1","post_date_format":"default","post_date_format_custom":"Y\/m\/d","show_post_category":"0","show_post_reading_time":"1","post_reading_time_wpm":"300","show_zoom_button":"1","zoom_button_out_step":"4","zoom_button_in_step":"4","show_post_tag":"1","show_prev_next_post":"0","show_popup_post":"1","number_popup_post":"2","show_author_box":"1","show_post_related":"1","show_inline_post_related":"0"}],"override_image_size":"0","image_override":[{"single_post_thumbnail_size":"crop-715","single_post_gallery_size":"crop-500"}],"trending_post":"0","trending_post_position":"meta","trending_post_label":"Trending","sponsored_post":"0","sponsored_post_label":"Sponsored by","sponsored_post_name":"","sponsored_post_url":"","sponsored_post_logo_enable":"0","sponsored_post_logo":"","sponsored_post_desc":"","disable_ad":"0"},"jnews_primary_category":{"id":"2","hide":""},"jnews_override_bookmark_settings":{"override_bookmark_button":"0","override_show_bookmark_button":"0"},"jnews_social_meta":{"fb_title":"","fb_description":"","fb_image":"","twitter_title":"","twitter_description":"","twitter_image":""},"jnews_override_counter":{"override_view_counter":"0","view_counter_number":"0","override_share_counter":"0","share_counter_number":"0","override_like_counter":"0","like_counter_number":"0","override_dislike_counter":"0","dislike_counter_number":"0"},"footnotes":""},"categories":[2,1],"tags":[305,167,3741,1422,1523,1167],"class_list":["post-12313","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-son-haberler","tag-dolar","tag-rekor","tag-sert-yukselis","tag-slider-manset","tag-turk-lirasi","tag-yatirim"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/12313","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/comments?post=12313"}],"version-history":[{"count":0,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/12313\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media\/12315"}],"wp:attachment":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media?parent=12313"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/categories?post=12313"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/tags?post=12313"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}