{"id":9461,"date":"2023-05-11T12:19:53","date_gmt":"2023-05-11T09:19:53","guid":{"rendered":"https:\/\/www.turkishpost.net\/ar\/?p=9461"},"modified":"2023-05-12T10:35:13","modified_gmt":"2023-05-12T07:35:13","slug":"goldmanden-secim-analizi-piyasalar-muhalefeti-fiyatliyor","status":"publish","type":"post","link":"https:\/\/www.turkishpost.net\/ar\/goldmanden-secim-analizi-piyasalar-muhalefeti-fiyatliyor\/","title":{"rendered":"Goldman’den se\u00e7im analizi: Piyasalar muhalefeti fiyatl\u0131yor"},"content":{"rendered":"

(The Turkish Post) –<\/strong> Goldman Sachs ekonomistleri, 14 May\u0131s’taki Cumhurba\u015fkan\u0131 ve meclis se\u00e7imleri \u00f6ncesinde, se\u00e7im sonu\u00e7lar\u0131na y\u00f6nelik piyasa senaryolar\u0131n\u0131 i\u00e7eren bir analiz yay\u0131nlad\u0131.<\/p>\n

Ba\u015fak Edizgil ve Clemens Grafe imzas\u0131yla 10 May\u0131s’ta yay\u0131nlanan “Dalgal\u0131 bir Makro Arka Plana Kar\u015f\u0131 Olduk\u00e7a Farkl\u0131 Politika G\u00fcndemleri” ba\u015fl\u0131kl\u0131 analizde, piyasan\u0131n T\u00fcrk Liras\u0131’nda keskin bir de\u011fer kayb\u0131n\u0131 fiyatlad\u0131\u011f\u0131 ifade edildi.<\/p>\n

‘D\u00dc\u015eEN REZERVLER, KURDA OYNAKLIK R\u0130SK\u0130N\u0130 ARTIRIYOR’<\/strong><\/p>\n

BloombergHT’nin aktard\u0131\u011f\u0131na g\u00f6re, Goldman Sachs, se\u00e7imlere ili\u015fkin analizinde Merkez Bankas\u0131’n\u0131n keskin d\u00fc\u015f\u00fc\u015f kaydeden rezervlerinin kurda oynakl\u0131k riskini art\u0131rd\u0131\u011f\u0131n\u0131 ifade ederek, piyasan\u0131n T\u00fcrk Liras\u0131’nda keskin bir de\u011fer kayb\u0131n\u0131 fiyatlad\u0131\u011f\u0131na dikkat \u00e7ekti.<\/p>\n

Se\u00e7imlerin, makroekonomik dalgalanmalar\u0131n artt\u0131\u011f\u0131 bir ortamda ger\u00e7ekle\u015fti\u011finin ifade edildi\u011fi analizde, ekonomi y\u00f6netiminin d\u00f6viz kurunu g\u00f6rece olarak istikrarl\u0131 tutmas\u0131na ra\u011fmen enflasyonun y\u00fczde 40’a yak\u0131n seyretti\u011fi belirtildi.<\/p>\n

‘MUHALEFET\u0130N KAZANMA OLASILI\u011eI, BEKLENT\u0130LERDE DAHA Y\u00dcKSEK’<\/strong><\/p>\n

Raporda Merkez Bankas\u0131’n\u0131n gerileyen rezervlerinin etkisi de ele al\u0131nd\u0131. Ekonomistler, Merkez Bankas\u0131 rezervlerinin keskin bir d\u00fc\u015f\u00fc\u015f g\u00f6sterdi\u011fini ve bunun da d\u00f6viz kurlar\u0131nda yeniden dalgalanma riskini art\u0131rd\u0131\u011f\u0131n\u0131 ifade etti. Goldman Sachs ekonomistleri dalgal\u0131 makroekonomik ortamla birlikte farkl\u0131 politika g\u00fcndemlerinin piyasalarda keskin bir yeniden fiyatlamaya yol a\u00e7t\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcklerini de belirtti.<\/p>\n

Goldman Sachs ekonomistleri, raporda, “Bize g\u00f6re fiyatlanan faiz beklentileri, muhalefetin kazanma olas\u0131l\u0131\u011f\u0131n\u0131n piyasa beklentilerinde daha y\u00fcksek oldu\u011funu ve muhalefetin iktidar\u0131nda fiyat istikrar\u0131na odaklanma program\u0131 do\u011frultusunda faizleri kararl\u0131 bir \u015fekilde art\u0131raca\u011f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 g\u00f6steriyor” ifadeleri kullan\u0131ld\u0131.<\/p>\n

‘TL’DEK\u0130 DE\u011eER KAYBI DA P\u0130YASALARCA F\u0130YATLANIYOR’<\/strong><\/p>\n

Ekonomistler, T\u00fcrkiye’deki se\u00e7imlere ili\u015fkin analizlerinde, T\u00fcrk Liras\u0131’nda keskin bir de\u011fer kayb\u0131n\u0131n da piyasalarca fiyatland\u0131\u011f\u0131n\u0131 belirterek, \u201cT\u00fcrk Liras\u0131’n\u0131n a\u015f\u0131r\u0131 de\u011ferli oldu\u011funu d\u00fc\u015f\u00fcn\u00fcrken bir d\u00fczeltme zamanlamas\u0131n\u0131 \u00f6ng\u00f6rmenin zorlu oldu\u011funu ve se\u00e7im s\u00fcreci ile sonucuna ba\u011fl\u0131 olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz\u201d de\u011ferlendirmesini yapt\u0131.<\/p>\n

Ekonomistler, d\u00f6viz beklentileri keskin bir \u015fekilde yeniden fiyatlan\u0131rken d\u00f6viz tahvil getiri makaslar\u0131n\u0131n g\u00f6rece istikrarl\u0131 kalmas\u0131n\u0131 \u015fa\u015f\u0131rt\u0131c\u0131 bulduklar\u0131n\u0131 belirtti.<\/p>\n","protected":false},"excerpt":{"rendered":"

(The Turkish Post) – Goldman Sachs ekonomistleri, 14 May\u0131s’taki Cumhurba\u015fkan\u0131 ve meclis se\u00e7imleri \u00f6ncesinde, se\u00e7im sonu\u00e7lar\u0131na y\u00f6nelik piyasa senaryolar\u0131n\u0131 i\u00e7eren bir analiz yay\u0131nlad\u0131. Ba\u015fak Edizgil ve Clemens Grafe imzas\u0131yla 10 May\u0131s’ta yay\u0131nlanan “Dalgal\u0131 bir Makro Arka Plana Kar\u015f\u0131 Olduk\u00e7a Farkl\u0131 Politika G\u00fcndemleri” ba\u015fl\u0131kl\u0131 analizde, piyasan\u0131n T\u00fcrk Liras\u0131’nda keskin bir de\u011fer kayb\u0131n\u0131 fiyatlad\u0131\u011f\u0131 ifade edildi. ‘D\u00dc\u015eEN […]<\/p>\n","protected":false},"author":2,"featured_media":9467,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"source_name":"Gazete Duvar","source_url":"https:\/\/www.gazeteduvar.com.tr\/goldmanden-secim-analizi-piyasalar-muhalefeti-fiyatliyor-haber-1617722","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":[2660,2661,225,390,1422],"class_list":["post-9461","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-son-haberler","tag-basak-edizgil","tag-clemens-grafe","tag-goldman-sachs","tag-secim","tag-slider-manset"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/9461","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=9461"}],"version-history":[{"count":0,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/9461\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media\/9467"}],"wp:attachment":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media?parent=9461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/categories?post=9461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/tags?post=9461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}