{"id":646,"date":"2023-07-28T12:08:09","date_gmt":"2023-07-28T09:08:09","guid":{"rendered":"https:\/\/egemhabertv.com\/?p=646"},"modified":"2023-07-28T12:08:09","modified_gmt":"2023-07-28T09:08:09","slug":"borsa-7-bine-dayandi-cds-dususte","status":"publish","type":"post","link":"https:\/\/egemhabertv.com\/?p=646","title":{"rendered":"Borsa 7 bine dayand\u0131, CDS d\u00fc\u015f\u00fc\u015fte"},"content":{"rendered":"

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\u015eenay ZEREN<\/strong><\/p>\n

Merkez Bankas\u0131 (TCMB), Ba\u015fkan Hafize Gaye Erkan’\u0131n ilk, y\u0131l\u0131n ise \u00fc\u00e7\u00fcnc\u00fc Enflasyon Raporu’nda 2023 enflasyon tahminini y\u00fczde 22,3’ten y\u00fczde 58’e \u00e7\u0131kard\u0131. Ekonomistler, yeni d\u00f6nemin ilk enflasyon raporu i\u00e7in ‘daha ger\u00e7ek\u00e7i’ de\u011ferlendirmesinde bulundu.\u00a0Ard\u0131ndan d\u00fcn gece Merkez Bankas\u0131 ba\u015fkan yard\u0131mc\u0131lar\u0131na Osman Cevdet Ak\u00e7ay, Hatice Karahan<\/strong> ve Fatih Karahan<\/strong> atand\u0131. Ekonomistler ve piyasa profesyonelleri, tecr\u00fcbeleriyle tan\u0131nan 3 ismi de olduk\u00e7a olumlu kar\u015f\u0131lad\u0131. Bu s\u00fcrpriz atamalardan piyasa da\u00a0memnun g\u00f6r\u00fcn\u00fcyor. T\u00fcrkiye’nin CDS’i d\u00fc\u015ferken, borsa y\u00fckseli\u015fine h\u0131z kesmeden devam ediyor.<\/p>\n

Borsa \u0130stanbul 7000 puana dayand\u0131<\/h2>\n

Haftay\u0131 de\u011fer kazanc\u0131yla tamamlamaya haz\u0131rlanan Borsa<\/a> \u0130stanbul, b\u00f6ylelikle 6 haftad\u0131r aral\u0131ks\u0131z y\u00fckselerek y\u0131l\u0131n en g\u00fc\u00e7l\u00fc t\u0131rman\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftiriyor. BIST 100 endeksi, bug\u00fcnk\u00fc i\u015flemlerde tarihi zirvesini 6992 puana ta\u015f\u0131d\u0131 ve 7000 puana bir ad\u0131m daha yakla\u015ft\u0131. Endeks, saat 11.44 itibar\u0131yla y\u00fczde 1,82 y\u00fckseli\u015fle 6979 puanda i\u015flem g\u00f6rd\u00fc.<\/p>\n

Bankac\u0131l\u0131k endeksi de g\u00fc\u00e7l\u00fc y\u00fckseli\u015fini s\u00fcrd\u00fcr\u00fcrken; \u015fu s\u0131ralarda y\u00fczde 4,55 oran\u0131nda art\u0131\u015fla 6310 puanda bulunuyor. Endeksteki y\u00fckseli\u015fte, beklentilerin \u00fczerinde gelen banka k\u00e2rlar\u0131 ve TCMB taraf\u0131nda yap\u0131lan ve olumlu kar\u015f\u0131lanan atamalar ile birlikte yabanc\u0131 giri\u015findeki olas\u0131 art\u0131\u015f etkili oluyor.<\/p>\n

BIST 100<\/a> endeksinde teknik a\u00e7\u0131dan 7000 ve 7100 seviyeleri diren\u00e7, 6800 ve 6700 puan destek konumunda bulunuyor.<\/p>\n

Dolar\/TL’de \u0131l\u0131ml\u0131 y\u00fckseli\u015f var<\/h2>\n

Dolar<\/a> kuru, d\u00fcn T\u00fcrkiye piyasalar\u0131n\u0131n kapan\u0131\u015f saatinde 26,93 TL’de hareket ederken, haftan\u0131n son i\u015flem g\u00fcn\u00fcnde en y\u00fcksek 26,9870 TL’yi g\u00f6rd\u00fc. Il\u0131ml\u0131 y\u00fckseli\u015fine devam eden kur, saat 11.44 itibar\u0131yla y\u00fczde 0,19 art\u0131\u015fla 26,9530 TL’de i\u015flem g\u00f6rd\u00fc.<\/p>\n

Euro<\/a>\/TL ise, g\u00fcn i\u00e7inde 29, 6380 TL’de i\u015flem g\u00f6r\u00fcrken, \u015fu dakikalarda y\u00fczde 0,01 art\u0131\u015fla 29,5579 TL’de bulunuyor.\u00a0Avrupa Merkez Bankas\u0131’n\u0131n (ECB) d\u00fcn ekonomik zay\u0131flamaya vurgu yapmas\u0131yla Euro\/dolar paritesi ba\u015flayan d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcr\u00fcrken, Euro\/TL’de bask\u0131 alt\u0131nda kal\u0131yor.<\/p>\n

T\u00fcrkiye’nin CDS’i 400 puan s\u0131n\u0131r\u0131nda<\/h2>\n

T\u00fcrkiye’nin kredi \u00f6deyebilme durumunu g\u00f6steren ve risk primi olarak adland\u0131r\u0131lan be\u015f y\u0131ll\u0131k kredi temerr\u00fct takas\u0131nda (CDS) gerileme s\u00fcr\u00fcyor. Bu d\u00fc\u015f\u00fc\u015fte yeni ekonomi<\/a> y\u00f6netimi ve verdi\u011fi mesajlar etkili. T\u00fcrkiye’nin risk primi, saat 10.24 itibar\u0131yla 415 baz puan olurken, d\u00fcn Borsa \u0130stanbul kapan\u0131\u015f saatinde 425 baz puandayd\u0131.<\/p>\n

Son iki g\u00fcnde T\u00fcrkiye’nin CDS’indeki gerileme 20 baz puan\u0131 a\u015farken, CDS 400 puan s\u0131n\u0131r\u0131na kadar geri \u00e7ekildi.\u00a0<\/p>\n

\u00c7izilen pozitiflikle yabanc\u0131 giri\u015fleri artabilir<\/span>
Kudret Ayy\u0131ld\u0131r – GCM Yat\u0131r\u0131m Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc<\/span><\/h2>\n

T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n enflasyon ile m\u00fccadele noktas\u0131nda \u00f6nce kademeli faiz art\u0131\u015f stratejisi daha sonra da y\u0131l sonu enflasyon beklentilerine y\u00f6nelik sergiledi\u011fi rasyonel revizyon, enflasyon ile m\u00fccadele noktas\u0131nda niyet a\u00e7\u0131s\u0131ndan piyasalara \u00f6nemli mesajlar vermektedir. Se\u00e7im sonras\u0131nda y\u00fczde 27’li oranlardan 30’lara yakla\u015fan yabanc\u0131 yat\u0131r\u0131mc\u0131 oran\u0131 art\u0131\u015f\u0131 da bu de\u011fi\u015fimin en canl\u0131 \u00f6rne\u011fidir.<\/p>\n

Merkez Bankas\u0131 Ba\u015fkan\u0131 de\u011fi\u015fimi sonras\u0131nda \u00f6zellikle faiz kararlar\u0131nda \u00fcyelere y\u00f6nelik gelecek d\u00f6nemde bir de\u011fi\u015fim olacak m\u0131 hususuna cevap ararken resmi gazetede 3 ba\u015fkan yard\u0131mc\u0131s\u0131n\u0131n de\u011fi\u015fti\u011fi haberi yer almaktad\u0131r. Mevcut de\u011fi\u015fimde yer alan isimlerin piyasa dinamikleri a\u00e7\u0131s\u0131ndan bilirinirli\u011fi ve enflasyon ile m\u00fccadele konusundaki mevcut m\u00fccadelenin g\u00fc\u00e7l\u00fc yeni \u00fcyelerle peki\u015fme beklentisi gelecek d\u00f6nemde yabanc\u0131 taraf\u0131ndaki giri\u015fin de devam etmesini sa\u011flayabilir.<\/p>\n

\u00d6zellikle son d\u00f6nemde kur hareketi, enerji maliyeti, \u00fccret art\u0131\u015flar\u0131 gibi \u00f6nemli kalemlerde olu\u015fan yukar\u0131 y\u00f6nl\u00fc e\u011filim ile enflasyon beklentilerinin \u00f6nemli oranda y\u00fckseldi\u011fi bir ortamda y\u0131l\u0131n ba\u015f\u0131ndan itibaren daha az getiriye sahip borsam\u0131z y\u0131l\u0131n kalan b\u00f6l\u00fcm\u00fcnde yine enflasyon temas\u0131 ile daha iyi bir performans sergileyebilir. Bu s\u00fcre\u00e7te hem maliye hem de para politikas\u0131ndaki de\u011fi\u015fim ayr\u0131ca siyasi arenada \u00fclkeler aras\u0131 ileti\u015fimde \u00e7izilen pozitiflik gelecek d\u00f6nemde yabanc\u0131 giri\u015flerinin devam etmesi beklentisini art\u0131rabilir.<\/p>\n<\/p><\/div>\n

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[ad_1] \u015eenay ZEREN Merkez Bankas\u0131 (TCMB), Ba\u015fkan Hafize Gaye Erkan’\u0131n ilk, y\u0131l\u0131n ise \u00fc\u00e7\u00fcnc\u00fc Enflasyon<\/p>\n","protected":false},"author":1,"featured_media":647,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-646","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts\/646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=646"}],"version-history":[{"count":0,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts\/646\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/media\/647"}],"wp:attachment":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}