faiz<\/a> oranlar\u0131nda de\u011fi\u015fime gitmedi ve politika faizini 22 y\u0131l\u0131n zirvesi olan y\u00fczde5,25-5,50 seviyesinde korudu. Fed Ba\u015fkan\u0131 Powell toplant\u0131 sonras\u0131nda d\u00fczenledi\u011fi bas\u0131n konferans\u0131nda, enflasyonu y\u00fczde 2 hedefine indirme konusunda kararl\u0131 olduklar\u0131n\u0131n alt\u0131n\u0131 \u00e7izerek, ilave para politikas\u0131 s\u0131k\u0131la\u015ft\u0131rmas\u0131n\u0131n kapsam\u0131 ve politikan\u0131n ne kadar s\u00fcreyle k\u0131s\u0131tlay\u0131c\u0131 kalaca\u011f\u0131 konusunda gelen verilere ve geli\u015fen g\u00f6r\u00fcn\u00fcm ile risklere g\u00f6re karar alacaklar\u0131n\u0131 belirtti. Parasal s\u0131k\u0131la\u015fman\u0131n t\u00fcm etkilerinin hen\u00fcz hissedilmedi\u011fini ve temkinli hareket ettiklerini vurgulad\u0131. Enflasyonun hedefe yakla\u015ft\u0131\u011f\u0131na emin olana kadar s\u0131k\u0131 duru\u015fun korunaca\u011f\u0131n\u0131, para politikas\u0131 duru\u015funu yeterince k\u0131s\u0131tlay\u0131c\u0131 hale getirmeye kararl\u0131 olduklar\u0131n\u0131 ve \u015fu an faiz indiriminin g\u00fcndemlerinde olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Fed Ba\u015fkan\u0131 Powell\u2019\u0131n a\u00e7\u0131klamalar\u0131 piyasalarda \u00f6nceki s\u00f6ylemlerine k\u0131yasla biraz daha g\u00fcvercin bir tonda alg\u0131lan\u0131rken, \u00f6zellikle finansal ko\u015fullardaki s\u0131k\u0131la\u015fmaya dikkat \u00e7ekmesi ve temkinli hareket ettiklerine ili\u015fkin vurgusu faiz art\u0131\u015f\u0131 ihtimalini tamamen d\u0131\u015flamasa da olas\u0131 bir faiz art\u0131\u015f endi\u015felerini azaltt\u0131. Piyasadaki genel beklentiler Fed\u2019in \u00f6n\u00fcm\u00fczdeki toplant\u0131lar\u0131nda faiz oranlar\u0131n\u0131 sabit tutaca\u011f\u0131 y\u00f6n\u00fcnde \u015fekillenirken, 2024 May\u0131s ay\u0131ndan itibaren faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fcn ba\u015flayabilece\u011fi de\u011ferlendiriliyor. Cuma g\u00fcn\u00fc a\u00e7\u0131klanan ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisi beklentilerin alt\u0131nda kald\u0131. Beklenti 180 bin iken a\u00e7\u0131klanan rakam 150 bin oldu. Beklentilerin alt\u0131nda kalan bu rakam Fed\u2019in arzulad\u0131\u011f\u0131 istihdam piyasas\u0131ndaki gev\u015feme beklentisini art\u0131rd\u0131 ve piyasalarda olumlu etki olu\u015fturdu.<\/p>\nGe\u00e7en haftan\u0131n ilk b\u00f6l\u00fcm\u00fcnde jeopolitik geli\u015fmeler g\u00fcndemin \u00f6n s\u0131ralar\u0131nda yer al\u0131rken, son g\u00fcnlerde jeopolitik geli\u015fmelere tepkilerin daha s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. A\u00e7\u0131klanan \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek finansallar\u0131n\u0131n genellikle beklentilerden daha olumlu gelmesi de endeksteki d\u00fc\u015f\u00fc\u015f\u00fc s\u0131n\u0131rlarken, tepki hareketleri i\u00e7in zemin haz\u0131rlad\u0131. T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) y\u0131l\u0131n son Enflasyon Raporu toplant\u0131s\u0131n\u0131 2 Kas\u0131m Per\u015fembe g\u00fcn\u00fc ger\u00e7ekle\u015ftirdi. TCMB, 2023 y\u0131l\u0131 enflasyon tahminini y\u00fczde 58\u2019den y\u00fczde 65\u2019e y\u00fckseltirken, 2024 y\u0131l\u0131 tahminini y\u00fczde 33\u2019ten y\u00fczde 36\u2019ya \u00e7\u0131kard\u0131. 2025 enflasyon tahmini ise y\u00fczde 15’ten y\u00fczde 14’e \u00e7ekildi. TCMB Ba\u015fkan\u0131 Hafize Gaye Erkan, g\u00f6revlerinin fiyat istikrar\u0131 ve sonucunda dezenflasyonun k\u0131sa s\u00fcrede tesis edilmesi, enflasyonun tek haneye indirilmesi oldu\u011funu s\u00f6yledi. Erkan, enflasyonda d\u00fczelme g\u00f6r\u00fclene kadar parasal s\u0131k\u0131la\u015fman\u0131n devam edece\u011fini vurgulad\u0131. \u0130\u00e7 talepte dengelenmeye dair \u00f6nc\u00fc sinyallerin al\u0131nd\u0131\u011f\u0131n\u0131 belirten Erkan, dezenflasyon s\u00fcrecinin 2024\u2019\u00fcn ikinci yar\u0131s\u0131 itibar\u0131yla ba\u015flamas\u0131n\u0131n beklendi\u011fini ifade etti. Cuma g\u00fcn\u00fc ise yurt i\u00e7inde ekim ay\u0131 enflasyon rakamlar\u0131 a\u00e7\u0131kland\u0131. Ekim ay\u0131 T\u00dcFE verisi ayl\u0131k bazda piyasadaki medyan beklenti olan y\u00fczde 4,18 rakam\u0131n\u0131n alt\u0131nda y\u00fczde 3,43 oran\u0131nda art\u0131\u015f kaydetti ve y\u0131ll\u0131k T\u00dcFE y\u00fczde 61,53 seviyesinden y\u00fczde 61,36\u2019ya geriledi. Ekim ay\u0131nda T\u00dcFE\u2019de yava\u015flama g\u00f6zlenirken, \u00dcFE taraf\u0131ndaki yava\u015flama daha belirgin oldu. \u00dcFE ekim ay\u0131nda y\u00fczde 1,94 oran\u0131nda art\u0131\u015f kaydetti ve y\u0131ll\u0131k \u00dcFE y\u00fczde 47,44\u2019den y\u00fczde 39,39 seviyesine geriledi.<\/p>\n<\/p><\/div>\n
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