{"status":true,"post":{"id":13803,"user_id":11,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-21 09:31:45","created_at":"2016-05-22T21:00:00.000000Z","updated_at":"2022-10-21T06:31:45.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":13803,"is_featured":0,"title":"Fed dolar\u0131n ate\u015fini yeniden y\u00fckseltti","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">K\u00fcresel piyasa profesyonelleri ve k\u00fcresel yat\u0131r\u0131mc\u0131lar, 18 May\u0131s\u2019ta a\u00e7\u0131klanan ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) nisan ay\u0131 sonundaki Federal A\u00e7\u0131k Piyasa Komitesi (FOMC) toplant\u0131 tutanaklar\u0131n\u0131 bekliyorlard\u0131. Fed\u2019in FOMC toplant\u0131s\u0131 her <\/span><span class=\"large\">6 haftada bir yap\u0131l\u0131yor ve toplant\u0131n\u0131n geni\u015f tutanaklar\u0131 toplant\u0131y\u0131 takip eden 3. hafta, \u00e7ar\u015famba ak\u015fam\u0131 a\u00e7\u0131klan\u0131yor. Dolay\u0131s\u0131yla, 18 May\u0131s\u2019ta a\u00e7\u0131klanan tutanaklardan, k\u00fcresel finans piyasalar\u0131, Fed\u2019in bir sonraki faiz art\u0131\u015f karar\u0131n\u0131n ne zaman gelece\u011fi konusunda ipucu yakalamaya \u00e7al\u0131\u015ft\u0131lar ve yakalad\u0131klar\u0131ndan da pek memnun kalmad\u0131lar. <\/span><\/p>  <p><span class=\"large\">Fed\u2019in 26-27 Nisan\u2019da yapt\u0131\u011f\u0131 toplant\u0131n\u0131n a\u00e7\u0131klanan tutanaklar\u0131na g\u00f6re, FOMC \u00fcyesi Fed yetkilileri, \u00f6n\u00fcm\u00fczdeki iki ay boyunca a\u00e7\u0131klanacak ABD ekonomisine y\u00f6nelik verilerin ikinci \u00e7eyrekte ekonomik b\u00fcy\u00fcmeyle tutarl\u0131 olmas\u0131, istihdam piyasas\u0131n\u0131n g\u00fc\u00e7lenmeye devam etmesi ve enflasyonun da Fed\u2019in y\u00fczde 2 hedefine do\u011fru ilerleme kaydetmesi halinde, FOMC\u2019nin <\/span><span class=\"large\">14-15 Haziran\u2019daki bir sonraki toplant\u0131da, faiz art\u0131r\u0131m aral\u0131\u011f\u0131n\u0131 y\u00fckselt-mesinin uygun olaca\u011f\u0131n\u0131 belirtmi\u015fler. Tutanaklara g\u00f6re, baz\u0131 yetkililer, piyasalar\u0131n haziran ay\u0131nda faiz art\u0131r\u0131m\u0131 i\u00e7in hen\u00fcz haz\u0131r olmad\u0131\u011f\u0131n\u0131 belirtmelerine ra\u011fmen, <\/span><span class=\"large\">16 May\u0131s\u2019ta neredeyse y\u00fczde 0 ile <\/span><span class=\"large\">4 aras\u0131 olan haziran toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131, k\u00fcresel piyasa profesyonelleri bir anda y\u00fczde 32\u2019ye \u00e7\u0131kard\u0131lar.<\/span><\/p>  <p><span class=\"large\">FOMC toplant\u0131s\u0131na kat\u0131lan yetkililerin bir\u00e7o\u011fu, k\u00fcresel risklerin azald\u0131\u011f\u0131n\u0131; ancak yak\u0131ndan takip edilmesi gerekti\u011fini belirtirken, kimi yetkililer ise k\u00fcresel piyasalar\u0131n yakla\u015fmakta olan Brexit referandumuna veya \u00c7in\u2019in d\u00f6viz kuru y\u00f6netiminde beklenmedik geli\u015fmelere kar\u015f\u0131 duyarl\u0131 olabilece\u011fini ifade etmi\u015fler ve piyasalar\u0131n haziran toplant\u0131s\u0131nda faiz art\u0131r\u0131m olas\u0131l\u0131\u011f\u0131n\u0131 a\u015f\u0131r\u0131 derecede d\u00fc\u015f\u00fck g\u00f6rd\u00fc\u011f\u00fcn\u00fcn alt\u0131n\u0131 \u00e7izmi\u015fler. Fed yetkilileri piyasa profesyonellerine tam \u2018tav\u015fana ka\u00e7, taz\u0131ya tut\u2019 muamelesi yap\u0131yorlar. Hem faiz art\u0131r\u0131m\u0131 konusunda \u00e7ok temkinli davranacaklar\u0131n\u0131 belirtiyorlar hem de \u2018haziran ay\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131 \u2018s\u0131f\u0131r\u2019 gibi fikirlere kap\u0131lmay\u0131n\u2019 diyorlar. Tabi, tutanaklardaki bu tav\u0131r, an\u0131nda k\u00fcresel piyasalara yans\u0131d\u0131 ve k\u00fcresel piyasalarda dolar kuru 2.94-2.98 TL aral\u0131\u011f\u0131ndan 2.98-3.02 TL<\/span><span class=\"large\">aral\u0131\u011f\u0131na ge\u00e7ti.<\/span><\/p>  <p><span class=\"large\"><strong>ABD DOLARI YEN\u0130DEN G\u00dc\u00c7LEN\u0130YOR<\/strong><\/span><\/p>  <p><span class=\"large\">ABD Dolar\u0131, FOMC \u00fcyelerinin haziran ay\u0131nda faiz oran\u0131n\u0131 art\u0131raca\u011f\u0131 beklentilerinin b\u00fcy\u00fcmesiyle di\u011fer \u00f6nemli para birimleri kar\u015f\u0131s\u0131nda yedi haftan\u0131n zirvesine y\u00fckselmi\u015f durumda. Size bu sat\u0131rlar\u0131 yeti\u015ftirmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131m\u0131z zaman diliminde, hen\u00fcz Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Stanley Fischer ve Fed New York Ba\u015fkan\u0131 William Dudley\u2019den gelecek politikaya dair i\u015faretler piyasaya yans\u0131mam\u0131\u015ft\u0131. Bu iki \u00f6nemli ismin konu\u015fmalar\u0131n\u0131n neden \u00f6nemli oldu\u011funu, Londra merkezli Altana Wealth Ltd\u2019in d\u00f6viz fonu y\u00f6neticisi Ian Gunner, \u015f\u00f6yle ifade ediyor: <\/span><\/p>  <p><span class=\"large\">\u201cFed tutanaklar\u0131, 14-15 Haziran\u2019daki toplant\u0131n\u0131n hayli canl\u0131 ge\u00e7ecek bir toplant\u0131 oldu\u011funa ve piyasalar\u0131n faiz art\u0131r\u0131m\u0131 i\u00e7in haz\u0131r oldu\u011funa i\u015faret ediyor. Dudley, konu\u015fmas\u0131nda, 14-15 Haziran\u2019daki toplant\u0131da olas\u0131 bir faiz art\u0131r\u0131m\u0131 karar\u0131na y\u00f6nelik deste\u011fini a\u00e7\u0131klarsa, bu a\u00e7\u0131klama piyasalar\u0131n y\u00f6n\u00fc i\u00e7in olduk\u00e7a \u00f6nemli olacakt\u0131r.\u201d <\/span><\/p>  <p><span class=\"large\"><strong>SERMAYE HAREKETLER\u0130 ETK\u0130LED\u0130 <\/strong><\/span><\/p>  <p><span class=\"large\">Yurt i\u00e7inde ise dolar-TL kurundaki y\u00fckselmenin bir nedenini de \u015f\u00f6yle izah etmek m\u00fcmk\u00fcn: T\u00fcrkiye\u2019ye portf\u00f6y ama\u00e7l\u0131 sermaye getiren ve net sermaye giri\u015fi ger\u00e7ekle\u015ftiren veya T\u00fcrkiye\u2019deki yat\u0131r\u0131mlar\u0131n\u0131 kapatarak T\u00fcrkiye\u2019den net sermaye \u00e7\u0131k\u0131\u015f\u0131 yapan yabanc\u0131lar,2015 ocak ay\u0131 ba\u015f\u0131ndan 2016 y\u0131l\u0131 ocak ay\u0131 sonuna kadar 13 ayda, toplam net 9 milyar dolar \u00e7\u0131karm\u0131\u015flard\u0131. Ayn\u0131 yabanc\u0131 yat\u0131r\u0131mc\u0131lar, 1 \u015eubat 2016 ile 22 Nisan 2016 aras\u0131nda, T\u00fcrkiye\u2019ye net 4.5 milyar dolar\u0131 tekrar geri getirdiler. Bu da dolar-TL kurunu 2.82-2.78 TL band\u0131na kadar gev\u015fetmi\u015fti. \u0130lgin\u00e7tir, 25-29 Nisan haftas\u0131 100 milyon dolar net \u00e7\u0131k\u0131\u015f yapan yabanc\u0131lar, takip eden 2-6 May\u0131s haftas\u0131 da, bir \u00f6nceki haftan\u0131n \u00fcst\u00fcne net 480 milyon dolar \u00e7\u0131karm\u0131\u015flar.<\/span><\/p>  \t\t\t\t","slug":"fed-dolarin-atesini-yeniden-yukseltti","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Fed dolar\u0131n ate\u015fini yeniden y\u00fckseltti","meta_description":"Prof. Dr. Kerem Alkin","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":117,"cropped_1200x675":null,"user":{"id":11,"name":"KEREM","surname":"ALK\u0130N","email":"irem05@daglaroglu.com","slug":"prof-dr-kerem-alkin","avatar":"\/front\/uploads\/avatar\/17336916000GNrERW0ucj2Ja7.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T09:50:43.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":13902,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":13803,"locale":"tr","category_id":73,"title":"Fed dolar\u0131n ate\u015fini yeniden y\u00fckseltti","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">K\u00fcresel piyasa profesyonelleri ve k\u00fcresel yat\u0131r\u0131mc\u0131lar, 18 May\u0131s\u2019ta a\u00e7\u0131klanan ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) nisan ay\u0131 sonundaki Federal A\u00e7\u0131k Piyasa Komitesi (FOMC) toplant\u0131 tutanaklar\u0131n\u0131 bekliyorlard\u0131. Fed\u2019in FOMC toplant\u0131s\u0131 her <\/span><span class=\"large\">6 haftada bir yap\u0131l\u0131yor ve toplant\u0131n\u0131n geni\u015f tutanaklar\u0131 toplant\u0131y\u0131 takip eden 3. hafta, \u00e7ar\u015famba ak\u015fam\u0131 a\u00e7\u0131klan\u0131yor. Dolay\u0131s\u0131yla, 18 May\u0131s\u2019ta a\u00e7\u0131klanan tutanaklardan, k\u00fcresel finans piyasalar\u0131, Fed\u2019in bir sonraki faiz art\u0131\u015f karar\u0131n\u0131n ne zaman gelece\u011fi konusunda ipucu yakalamaya \u00e7al\u0131\u015ft\u0131lar ve yakalad\u0131klar\u0131ndan da pek memnun kalmad\u0131lar. <\/span><\/p>  <p><span class=\"large\">Fed\u2019in 26-27 Nisan\u2019da yapt\u0131\u011f\u0131 toplant\u0131n\u0131n a\u00e7\u0131klanan tutanaklar\u0131na g\u00f6re, FOMC \u00fcyesi Fed yetkilileri, \u00f6n\u00fcm\u00fczdeki iki ay boyunca a\u00e7\u0131klanacak ABD ekonomisine y\u00f6nelik verilerin ikinci \u00e7eyrekte ekonomik b\u00fcy\u00fcmeyle tutarl\u0131 olmas\u0131, istihdam piyasas\u0131n\u0131n g\u00fc\u00e7lenmeye devam etmesi ve enflasyonun da Fed\u2019in y\u00fczde 2 hedefine do\u011fru ilerleme kaydetmesi halinde, FOMC\u2019nin <\/span><span class=\"large\">14-15 Haziran\u2019daki bir sonraki toplant\u0131da, faiz art\u0131r\u0131m aral\u0131\u011f\u0131n\u0131 y\u00fckselt-mesinin uygun olaca\u011f\u0131n\u0131 belirtmi\u015fler. Tutanaklara g\u00f6re, baz\u0131 yetkililer, piyasalar\u0131n haziran ay\u0131nda faiz art\u0131r\u0131m\u0131 i\u00e7in hen\u00fcz haz\u0131r olmad\u0131\u011f\u0131n\u0131 belirtmelerine ra\u011fmen, <\/span><span class=\"large\">16 May\u0131s\u2019ta neredeyse y\u00fczde 0 ile <\/span><span class=\"large\">4 aras\u0131 olan haziran toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131, k\u00fcresel piyasa profesyonelleri bir anda y\u00fczde 32\u2019ye \u00e7\u0131kard\u0131lar.<\/span><\/p>  <p><span class=\"large\">FOMC toplant\u0131s\u0131na kat\u0131lan yetkililerin bir\u00e7o\u011fu, k\u00fcresel risklerin azald\u0131\u011f\u0131n\u0131; ancak yak\u0131ndan takip edilmesi gerekti\u011fini belirtirken, kimi yetkililer ise k\u00fcresel piyasalar\u0131n yakla\u015fmakta olan Brexit referandumuna veya \u00c7in\u2019in d\u00f6viz kuru y\u00f6netiminde beklenmedik geli\u015fmelere kar\u015f\u0131 duyarl\u0131 olabilece\u011fini ifade etmi\u015fler ve piyasalar\u0131n haziran toplant\u0131s\u0131nda faiz art\u0131r\u0131m olas\u0131l\u0131\u011f\u0131n\u0131 a\u015f\u0131r\u0131 derecede d\u00fc\u015f\u00fck g\u00f6rd\u00fc\u011f\u00fcn\u00fcn alt\u0131n\u0131 \u00e7izmi\u015fler. Fed yetkilileri piyasa profesyonellerine tam \u2018tav\u015fana ka\u00e7, taz\u0131ya tut\u2019 muamelesi yap\u0131yorlar. Hem faiz art\u0131r\u0131m\u0131 konusunda \u00e7ok temkinli davranacaklar\u0131n\u0131 belirtiyorlar hem de \u2018haziran ay\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131 \u2018s\u0131f\u0131r\u2019 gibi fikirlere kap\u0131lmay\u0131n\u2019 diyorlar. Tabi, tutanaklardaki bu tav\u0131r, an\u0131nda k\u00fcresel piyasalara yans\u0131d\u0131 ve k\u00fcresel piyasalarda dolar kuru 2.94-2.98 TL aral\u0131\u011f\u0131ndan 2.98-3.02 TL<\/span><span class=\"large\">aral\u0131\u011f\u0131na ge\u00e7ti.<\/span><\/p>  <p><span class=\"large\"><strong>ABD DOLARI YEN\u0130DEN G\u00dc\u00c7LEN\u0130YOR<\/strong><\/span><\/p>  <p><span class=\"large\">ABD Dolar\u0131, FOMC \u00fcyelerinin haziran ay\u0131nda faiz oran\u0131n\u0131 art\u0131raca\u011f\u0131 beklentilerinin b\u00fcy\u00fcmesiyle di\u011fer \u00f6nemli para birimleri kar\u015f\u0131s\u0131nda yedi haftan\u0131n zirvesine y\u00fckselmi\u015f durumda. Size bu sat\u0131rlar\u0131 yeti\u015ftirmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131m\u0131z zaman diliminde, hen\u00fcz Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Stanley Fischer ve Fed New York Ba\u015fkan\u0131 William Dudley\u2019den gelecek politikaya dair i\u015faretler piyasaya yans\u0131mam\u0131\u015ft\u0131. Bu iki \u00f6nemli ismin konu\u015fmalar\u0131n\u0131n neden \u00f6nemli oldu\u011funu, Londra merkezli Altana Wealth Ltd\u2019in d\u00f6viz fonu y\u00f6neticisi Ian Gunner, \u015f\u00f6yle ifade ediyor: <\/span><\/p>  <p><span class=\"large\">\u201cFed tutanaklar\u0131, 14-15 Haziran\u2019daki toplant\u0131n\u0131n hayli canl\u0131 ge\u00e7ecek bir toplant\u0131 oldu\u011funa ve piyasalar\u0131n faiz art\u0131r\u0131m\u0131 i\u00e7in haz\u0131r oldu\u011funa i\u015faret ediyor. Dudley, konu\u015fmas\u0131nda, 14-15 Haziran\u2019daki toplant\u0131da olas\u0131 bir faiz art\u0131r\u0131m\u0131 karar\u0131na y\u00f6nelik deste\u011fini a\u00e7\u0131klarsa, bu a\u00e7\u0131klama piyasalar\u0131n y\u00f6n\u00fc i\u00e7in olduk\u00e7a \u00f6nemli olacakt\u0131r.\u201d <\/span><\/p>  <p><span class=\"large\"><strong>SERMAYE HAREKETLER\u0130 ETK\u0130LED\u0130 <\/strong><\/span><\/p>  <p><span class=\"large\">Yurt i\u00e7inde ise dolar-TL kurundaki y\u00fckselmenin bir nedenini de \u015f\u00f6yle izah etmek m\u00fcmk\u00fcn: T\u00fcrkiye\u2019ye portf\u00f6y ama\u00e7l\u0131 sermaye getiren ve net sermaye giri\u015fi ger\u00e7ekle\u015ftiren veya T\u00fcrkiye\u2019deki yat\u0131r\u0131mlar\u0131n\u0131 kapatarak T\u00fcrkiye\u2019den net sermaye \u00e7\u0131k\u0131\u015f\u0131 yapan yabanc\u0131lar,2015 ocak ay\u0131 ba\u015f\u0131ndan 2016 y\u0131l\u0131 ocak ay\u0131 sonuna kadar 13 ayda, toplam net 9 milyar dolar \u00e7\u0131karm\u0131\u015flard\u0131. Ayn\u0131 yabanc\u0131 yat\u0131r\u0131mc\u0131lar, 1 \u015eubat 2016 ile 22 Nisan 2016 aras\u0131nda, T\u00fcrkiye\u2019ye net 4.5 milyar dolar\u0131 tekrar geri getirdiler. Bu da dolar-TL kurunu 2.82-2.78 TL band\u0131na kadar gev\u015fetmi\u015fti. \u0130lgin\u00e7tir, 25-29 Nisan haftas\u0131 100 milyon dolar net \u00e7\u0131k\u0131\u015f yapan yabanc\u0131lar, takip eden 2-6 May\u0131s haftas\u0131 da, bir \u00f6nceki haftan\u0131n \u00fcst\u00fcne net 480 milyon dolar \u00e7\u0131karm\u0131\u015flar.<\/span><\/p>  \t\t\t\t","slug":"fed-dolarin-atesini-yeniden-yukseltti","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Fed dolar\u0131n ate\u015fini yeniden y\u00fckseltti","meta_description":"Prof. Dr. Kerem Alkin","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":117,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}