{"id":2425,"date":"2023-08-24T21:35:36","date_gmt":"2023-08-24T18:35:36","guid":{"rendered":"https:\/\/egemhabertv.com\/?p=2425"},"modified":"2023-08-24T21:35:36","modified_gmt":"2023-08-24T18:35:36","slug":"yabancilardan-tcmbnin-para-politikasi-kararina-ovgu","status":"publish","type":"post","link":"https:\/\/egemhabertv.com\/?p=2425","title":{"rendered":"Yabanc\u0131lardan TCMB’nin para politikas\u0131 karar\u0131na \u00f6vg\u00fc"},"content":{"rendered":"

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TCMB Para Politikas\u0131 Kurulu (PPK), politika faizi olan bir hafta vadeli repo ihale faiz oran\u0131n\u0131 750 baz puan art\u0131rarak y\u00fczde 25’e \u00e7\u0131kard\u0131.<\/p>\n

TCMB duyurusunda, s\u00f6z konusu karara gerek\u00e7e olarak, yak\u0131n d\u00f6neme ili\u015fkin g\u00f6stergelerin enflasyonun ana e\u011filiminde y\u00fckseli\u015fin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etmesi g\u00f6sterildi.<\/p>\n

“TL’nin bug\u00fcnk\u00fc e\u011filimi, dolar kar\u015f\u0131s\u0131nda gelecek haftalarda bir rallinin ba\u015flang\u0131c\u0131 olabilir”<\/strong><\/p>\n

In Touch Capital Markets K\u0131demli FX Analisti Piotr Matys, AA muhabirine yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, “TCMB, piyasa beklentilerini \u00f6nemli \u00f6l\u00e7\u00fcde a\u015farak, faizleri belirgin \u015fekilde y\u00fckselterek enflasyonu kontrol alt\u0131na alma konusundaki kararl\u0131\u011f\u0131n\u0131 yat\u0131r\u0131mc\u0131lara \u00e7ok g\u00fc\u00e7l\u00fc bir sinyalle g\u00f6nderdi.” dedi.<\/p>\n

TL’nin, bug\u00fcnk\u00fc karar\u0131n ard\u0131ndan dolar kar\u015f\u0131s\u0131nda en iyi performans sergileyen para birimi oldu\u011funa i\u015faret eden Matys, bu durumun TL \u00fczerindeki g\u00fcveni yeniden tesis etmede \u00f6nemli bir ad\u0131m oldu\u011funu vurgulad\u0131.<\/p>\n

Matys, TL’nin bug\u00fcnk\u00fc e\u011filiminin dolar kar\u015f\u0131s\u0131nda gelecek haftalarda bir rallinin ba\u015flang\u0131c\u0131 olabilece\u011fini ifade ederek, bu konuda Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan’\u0131n yorumlar\u0131n\u0131n da yak\u0131ndan takip edilece\u011fini s\u00f6yledi.<\/p>\n

Bluebay Varl\u0131k Y\u00f6netimi Geli\u015fen Piyasalar K\u0131demli Stratejisti Timothy Ash de TCMB’nin, politika faizini beklentilerin olduk\u00e7a \u00fczerinde 750 baz puan art\u0131rarak g\u00fc\u00e7l\u00fc bir hamle yapt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

Citi: Model portf\u00f6y\u00fcm\u00fczde TL a\u011f\u0131rl\u0131k azalt tavsiyemizi n\u00f6tre y\u00fckseltiyoruz<\/strong><\/p>\n

ABD’nin \u00f6nde gelen bankalar\u0131ndan Citi’nin TCMB faiz karar\u0131n\u0131n ard\u0131ndan m\u00fc\u015fterileri i\u00e7in haz\u0131rlad\u0131\u011f\u0131 notta, “Bug\u00fcnk\u00fc s\u00fcrpriz faiz art\u0131\u015f\u0131 sonras\u0131nda dolar\/TL al\u0131m pozisyonlar\u0131m\u0131z\u0131 kapat\u0131yor ve model portf\u00f6y\u00fcm\u00fczdeki TL a\u011f\u0131rl\u0131k azalt tavsiyemizi TL n\u00f6tr seviyeye y\u00fckseltiyoruz. TCMB’nin KKM’yi azaltmaya y\u00f6nelik hafta sonu duyurdu\u011fu makroihtiyat\u0131 tedbirlerden sonra haftan\u0131n ba\u015flar\u0131nda dolar\/TL’de al\u0131m pozisyonu a\u00e7m\u0131\u015ft\u0131k.<\/p>\n

Ancak bug\u00fcnk\u00fc s\u00fcrpriz faiz art\u0131\u015f\u0131ndan sonra bu i\u015flemlerimizi (26,06’dan y\u00fczde eksi 4,49 toplam kay\u0131pla) kapat\u0131yoruz. Politika yap\u0131c\u0131lardan bu politika patikas\u0131n\u0131n yeni istikameti ve s\u00fcrd\u00fcr\u00fclebilirli\u011fi konusunda ek yorumlar duymay\u0131 bekliyoruz. Ayr\u0131ca, model portf\u00f6y\u00fcm\u00fczde TL a\u011f\u0131rl\u0131k azalt tavsiyemizi n\u00f6tre y\u00fckseltiyoruz.” ifadeleri kullan\u0131ld\u0131.<\/p>\n

\u00a0<\/p>\n<\/p><\/div>\n

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