{"id":14045,"date":"2023-06-24T01:15:49","date_gmt":"2023-06-23T22:15:49","guid":{"rendered":"https:\/\/www.turkishpost.net\/ar\/?p=14045"},"modified":"2023-06-24T01:15:49","modified_gmt":"2023-06-23T22:15:49","slug":"reuterstan-merkez-bankasi-analizi-buyuk-firsat-kacirildi","status":"publish","type":"post","link":"https:\/\/www.turkishpost.net\/ar\/reuterstan-merkez-bankasi-analizi-buyuk-firsat-kacirildi\/","title":{"rendered":"Reuters&#8217;tan Merkez Bankas\u0131 analizi: B\u00fcy\u00fck f\u0131rsat ka\u00e7\u0131r\u0131ld\u0131"},"content":{"rendered":"<p><strong>(The Turkish Post) &#8211;<\/strong> Reuters, Merkez Bankas\u0131&#8217;n\u0131n faiz art\u0131rma karar\u0131n\u0131 de\u011ferlendirdi. DW T\u00fcrk\u00e7e\u2019nin Reuters haber ajans\u0131na dayand\u0131rd\u0131\u011f\u0131 habere g\u00f6re, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) faiz karar\u0131n\u0131n ard\u0131ndan \u201cYat\u0131r\u0131mc\u0131lar, ikna edici olmayan faiz art\u0131\u015f\u0131yla ka\u00e7\u0131r\u0131lan f\u0131rsata hay\u0131flan\u0131yor\u201d ba\u015fl\u0131kl\u0131 bir analiz yay\u0131mlad\u0131.<\/p>\n<p>Uluslararas\u0131 yat\u0131r\u0131m \u015firketlerinden uzmanlar\u0131n g\u00f6r\u00fc\u015flerine yer verilen analizde, al\u0131nan faiz karar\u0131 sonras\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye piyasas\u0131na y\u00f6nelik planlar\u0131n\u0131 bir s\u00fcre daha bekleterek paralar\u0131n\u0131 kenarda tutmaya devam edebilecekleri iddia edildi.<\/p>\n<p>TCMB, Per\u015fembe g\u00fcn\u00fc Hafize Gaye Erkan ba\u015fkanl\u0131\u011f\u0131ndaki ilk Para Politikas\u0131 Toplant\u0131s\u0131\u2019nda (PPK) politika faizini y\u00fczde 8,5\u2019ten y\u00fczde 15\u2019e y\u00fckseltmi\u015fti.<\/p>\n<p>Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan\u2019\u0131n faizleri rekor d\u00fczeydeki enflasyona ra\u011fmen indirme do\u011frultusundaki \u0131srar\u0131na uyan \u015eahap Kavc\u0131o\u011flu\u2019nun ba\u015fkanl\u0131\u011f\u0131ndaki Merkez Bankas\u0131, politika faizini 2021 y\u0131l\u0131ndaki y\u00fczde 19 seviyesinden y\u00fczde 8,5\u2019e kadar d\u00fc\u015f\u00fcrm\u00fc\u015ft\u00fc. G\u00f6reve geldikten sonra ekonomide ortodoks politikalara d\u00f6n\u00fc\u015f sinyali veren Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek\u2019in \u00f6nerisiyle Erkan\u2019\u0131n Merkez Bankas\u0131 Ba\u015fkan\u0131 olarak atanmas\u0131 ise faizlerin h\u0131zla eski seviyelerine do\u011fru y\u00fckseltilece\u011fi do\u011frultusundaki beklentileri art\u0131rm\u0131\u015ft\u0131.<\/p>\n<p>Merkez Bankas\u0131 karar\u0131ndan \u00f6nce yap\u0131lan Reuters anketi de faizlerin y\u00fczde 21\u2019e y\u00fckseltilece\u011fi y\u00f6n\u00fcnde bir beklenti oldu\u011funu ortaya koymu\u015ftu.<\/p>\n<p>Reuters analizinde, faiz art\u0131r\u0131m\u0131n\u0131n 650 baz puanla s\u0131n\u0131rl\u0131 kalmas\u0131n\u0131n, piyasalarda \u201cErkan\u2019\u0131n enflasyonla agresif bi\u00e7imde m\u00fccadele i\u00e7in k\u0131s\u0131tl\u0131 imk\u00e2n\u0131n\u0131n bulundu\u011fu\u201d izlenimi uyand\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n<p><strong>\u0130Y\u0130 B\u0130R MESAJ OLMADI<\/strong><\/p>\n<p>Edinburgh merkezli uluslararas\u0131 yat\u0131r\u0131m \u015firketi Abrdn\u2019nin geli\u015fmekte olan piyasalar yat\u0131r\u0131m direkt\u00f6r\u00fc Viktor Szabo, \u201cBu i\u015fi ciddiye ald\u0131klar\u0131n\u0131 g\u00f6stermelerini sa\u011flayacak m\u00fckemmel bir f\u0131rsat\u0131 ka\u00e7\u0131rd\u0131lar\u201d de\u011ferlendirmesinde bulundu. Szabo, \u201c\u0130ster siyasi k\u0131s\u0131tlamalardan olsun ister bankac\u0131l\u0131k sisteminden korkmalar\u0131ndan, ama bu iyi bir mesaj olmad\u0131\u201d ifadesini kulland\u0131.<\/p>\n<p>Edinburgh merkezli uluslararas\u0131 yat\u0131r\u0131m \u015firketi Abrdn\u2019nin geli\u015fmekte olan piyasalar yat\u0131r\u0131m direkt\u00f6r\u00fc Viktor Szabo, \u201cBu i\u015fi ciddiye ald\u0131klar\u0131n\u0131 g\u00f6stermelerini sa\u011flayacak m\u00fckemmel bir f\u0131rsat\u0131 ka\u00e7\u0131rd\u0131lar\u201d de\u011ferlendirmesinde bulundu. Szabo, \u201c\u0130ster siyasi k\u0131s\u0131tlamalardan olsun ister bankac\u0131l\u0131k sisteminden korkmalar\u0131ndan, ama bu iyi bir mesaj olmad\u0131\u201d ifadesini kulland\u0131.<\/p>\n<p>Merkez Bankas\u0131 rezervlerinin eridi\u011fi ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye\u2019den ka\u00e7t\u0131\u011f\u0131 bir d\u00f6nemde, yat\u0131r\u0131mc\u0131 dostu \u015eim\u015fek\u2019in bakanl\u0131\u011fa getirilmesi ve TCMB Ba\u015fkan\u0131 olarak Erkan\u2019\u0131n atanmas\u0131n\u0131n, Cumhurba\u015fkan\u0131 Erdo\u011fan\u2019\u0131n uygulatt\u0131\u011f\u0131 ekonomi politikalar\u0131n\u0131n baz\u0131lar\u0131ndan geri d\u00f6n\u00fclmesi i\u00e7in h\u0131zl\u0131 bir manevra yap\u0131laca\u011f\u0131 y\u00f6n\u00fcndeki beklentileri kuvvetlendirdi\u011fini hat\u0131rlatan Reuters, \u201cAncak analistler Per\u015fembe g\u00fcnk\u00fc karardan sonra Erkan ve \u015eim\u015fek\u2019in T\u00fcrkiye\u2019nin ger\u00e7ekten rota de\u011fi\u015ftirdi\u011fini ispatlamak i\u00e7in daha da s\u0131k\u0131 \u00e7al\u0131\u015fmas\u0131 gerekece\u011fini s\u00f6yl\u00fcyor\u201d diye ekledi.<\/p>\n<p>New York merkezli k\u00fcresel yat\u0131r\u0131m \u015firketi VanEck\u2019in geli\u015fmekte olan piyasalar portf\u00f6y y\u00f6neticisi Eric Fine, TCMB hakk\u0131nda yapt\u0131\u011f\u0131 yorumda, \u201cArt\u0131k daha az g\u00fcvenilir g\u00f6r\u00fcn\u00fcyorlar\u201d dedi. Fine, \u201cRezervler kullan\u0131larak kurlara yap\u0131lan m\u00fcdahalelere ihtiya\u00e7 duyulmas\u0131n\u0131 engelleyecek seviyeye kadar faiz art\u0131rmalar\u0131 laz\u0131m. Bunu yapmad\u0131lar\u201d diye konu\u015ftu.<\/p>\n<p>Paris merkezli Societe Generale finans \u015firketinin ba\u015f stratejistlerinden Marek Drimal, \u201cMuhtemelen \u015fu an i\u00e7in uzun vadeli yat\u0131r\u0131mc\u0131lar i\u00e7in yeterli de\u011fil. Sebebi de ekonomideki sorunlar\u0131n baz\u0131lar\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fc\u201d dedi.<\/p>\n<p>Ancak Drimal d\u00e2hil bir\u00e7ok uzman olumlu i\u015faretler de g\u00f6r\u00fcyor. Drimal, defaatle faiz oran\u0131 konusunda kademeli hamlelerle ilerleyeceklerinin sinyalini veren \u015eim\u015fek\u2019in mesajlar\u0131n\u0131 hat\u0131rlatt\u0131.<\/p>\n<p>Tahmin edilebilir ve piyasa temelli ekonomi politikalar\u0131 izlenece\u011fi vaadinde bulunan \u015eim\u015fek, enflasyon hedefli modelin de sermaye giri\u015fini sa\u011flayaca\u011f\u0131n\u0131 iddia etmi\u015fti.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>(The Turkish Post) &#8211; Reuters, Merkez Bankas\u0131&#8217;n\u0131n faiz art\u0131rma karar\u0131n\u0131 de\u011ferlendirdi. DW T\u00fcrk\u00e7e\u2019nin Reuters haber ajans\u0131na dayand\u0131rd\u0131\u011f\u0131 habere g\u00f6re, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) faiz karar\u0131n\u0131n ard\u0131ndan \u201cYat\u0131r\u0131mc\u0131lar, ikna edici olmayan faiz art\u0131\u015f\u0131yla ka\u00e7\u0131r\u0131lan f\u0131rsata hay\u0131flan\u0131yor\u201d ba\u015fl\u0131kl\u0131 bir analiz yay\u0131mlad\u0131. Uluslararas\u0131 yat\u0131r\u0131m \u015firketlerinden uzmanlar\u0131n g\u00f6r\u00fc\u015flerine yer verilen analizde, al\u0131nan faiz karar\u0131 sonras\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye piyasas\u0131na [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":14049,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"source_name":"Ger\u00e7ek G\u00fcndem","source_url":"https:\/\/www.gercekgundem.com\/ekonomi\/reuterstan-merkez-bankasi-analizi-buyuk-firsat-kacirildi-427717","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":[1003,78,243,1422],"class_list":["post-14045","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-son-haberler","tag-faiz","tag-merkez-bankasi","tag-reuters","tag-slider-manset"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/14045","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=14045"}],"version-history":[{"count":0,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/14045\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media\/14049"}],"wp:attachment":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media?parent=14045"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/categories?post=14045"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/tags?post=14045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}