{"status":true,"post":{"id":13587,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-21 09:29:54","created_at":"2016-04-24T21:00:00.000000Z","updated_at":"2022-10-21T06:29:54.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":13587,"is_featured":0,"title":"TCMB\u2019de yeni d\u00f6nem","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\">TCMB, yeni Ba\u015fkan\u0131 Murat \u00c7etinkaya ile Ba\u015fkan \u00fcnvan\u0131 ile yapt\u0131\u011f\u0131 ilk toplant\u0131s\u0131nda gecelik bor\u00e7 verme faizlerinde piyasa beklentisine paralel 0.50 puan indirime gitti. Bu haber sizlerin de duydu\u011fu bir haber ve yeni bir \u015fey de\u011fil. Asl\u0131nda yeni olan piyasan\u0131n faiz indirimine \u00e7ok iyi bir \u015fekilde haz\u0131rlanmas\u0131d\u0131r. \u00d6nce 0.25 oran\u0131nda bir indirim konu\u015fuldu. Daha sonra ise 0.50 ve en fazla 0.75 faiz indirimleri konu\u015fuldu. Bu s\u00f6ylentilere ba\u011fl\u0131 olarak da TCMB yeni ba\u015fkan\u0131n b\u00fcy\u00fcmeye odaklanmas\u0131n\u0131n gereklili\u011finin de alt\u0131 \u00e7iziliyordu. <\/span><\/p>  <p><span class=\"large\"><strong>P\u0130YASA HAZIRLANIYOR<\/strong><\/span><\/p>  <p><span class=\"large\">Normal \u015fartlarda faiz indirimi s\u00f6z\u00fc bile TL\u2019nin d\u00f6viz sepeti kar\u015f\u0131s\u0131nda de\u011fer kaybetmesine yeterdi. Piyasa hemen olumsuz tepki verir ve d\u00f6viz y\u00fckselirdi. Oysa bu sefer ayn\u0131s\u0131 olmad\u0131 ve piyasa hafif d\u00f6viz sat\u0131\u015flar\u0131yla haberi kar\u015f\u0131lad\u0131. Bundan sonra piyasan\u0131n faiz indirim s\u00fcrecine haz\u0131rlanaca\u011f\u0131n\u0131 ve faiz indirimlerinin kurlarda ciddi bir y\u00fckseli\u015fe yol a\u00e7mayabilece\u011fini rahatl\u0131kla tahmin edebiliriz.<\/span><\/p>  <p><span class=\"large\">Neden mi?<\/span><\/p>  <p><span class=\"large\">Faiz indirim s\u00fcrecinde tahvillere al\u0131m gelir ve fiyatlar\u0131 y\u00fckselir. Bu s\u00fcre\u00e7 i\u00e7erisinde tahvil al\u0131m\u0131na gelen d\u0131\u015f yat\u0131r\u0131mc\u0131 tahvil alabilmek i\u00e7in d\u00f6viz bozar. B\u00f6ylece s\u00fcre\u00e7 devam etti\u011fi s\u00fcrece d\u00f6vizde de sat\u0131\u015f gelme e\u011filimi devam edecek diye d\u00fc\u015f\u00fcn\u00fcyoruz. Bu geli\u015fme ge\u00e7mi\u015fte de aynen ya\u015fanm\u0131\u015ft\u0131r. Konuyla ilgili analitik \u00e7al\u0131\u015fmalar mevcut.<\/span><\/p>  <p><span class=\"large\">Kritik nokta piyasayla restle\u015fmemek ve makro verilerle de gerek\u00e7eleri sa\u011flam olu\u015fturmak. G\u00f6r\u00fcnen de bunun ba\u015far\u0131l\u0131 bir \u015fekilde sa\u011fland\u0131\u011f\u0131d\u0131r.<\/span><\/p>  <p><span class=\"large\"><strong>TCMB B\u00dcY\u00dcME VER\u0130LER\u0130NE BAKARSA<\/strong><\/span><\/p>  <p><span class=\"large\"> \u015eimdi g\u00fcn\u00fcn konusu TCMB fiyat istikrar\u0131 ana hedefinin yan\u0131nda b\u00fcy\u00fcme verilerini de dikkate alaca\u011f\u0131n\u0131 a\u00e7\u0131klarsa, piyasa bunu nas\u0131l kar\u015f\u0131layacak. Bu konuda da piyasalar\u0131n haz\u0131rlanmas\u0131 ve s\u00fcrpriz a\u00e7\u0131klamalarla kaos havas\u0131 olu\u015fturulmamas\u0131 \u00e7ok \u00f6nemli. Faizler piyasa oyuncular\u0131yla birlikte hazmederek d\u00fc\u015f\u00fcr\u00fclmeli.<\/span><\/p>  \t\t\t\t","slug":"tcmbde-yeni-donem","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"TCMB\u2019de yeni d\u00f6nem","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":229,"cropped_1200x675":null,"user":{"id":23,"name":"H\u0130KMET","surname":"BAYDAR","email":"hikmet-baydar@gmail.com","slug":"hikmet-baydar","avatar":"\/front\/uploads\/avatar\/1733691600m8IdzrjJsMVvSMC.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-19T14:42:06.000000Z","updated_at":"2024-12-18T09:49:02.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":13686,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":13587,"locale":"tr","category_id":73,"title":"TCMB\u2019de yeni d\u00f6nem","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\">TCMB, yeni Ba\u015fkan\u0131 Murat \u00c7etinkaya ile Ba\u015fkan \u00fcnvan\u0131 ile yapt\u0131\u011f\u0131 ilk toplant\u0131s\u0131nda gecelik bor\u00e7 verme faizlerinde piyasa beklentisine paralel 0.50 puan indirime gitti. Bu haber sizlerin de duydu\u011fu bir haber ve yeni bir \u015fey de\u011fil. Asl\u0131nda yeni olan piyasan\u0131n faiz indirimine \u00e7ok iyi bir \u015fekilde haz\u0131rlanmas\u0131d\u0131r. \u00d6nce 0.25 oran\u0131nda bir indirim konu\u015fuldu. Daha sonra ise 0.50 ve en fazla 0.75 faiz indirimleri konu\u015fuldu. Bu s\u00f6ylentilere ba\u011fl\u0131 olarak da TCMB yeni ba\u015fkan\u0131n b\u00fcy\u00fcmeye odaklanmas\u0131n\u0131n gereklili\u011finin de alt\u0131 \u00e7iziliyordu. <\/span><\/p>  <p><span class=\"large\"><strong>P\u0130YASA HAZIRLANIYOR<\/strong><\/span><\/p>  <p><span class=\"large\">Normal \u015fartlarda faiz indirimi s\u00f6z\u00fc bile TL\u2019nin d\u00f6viz sepeti kar\u015f\u0131s\u0131nda de\u011fer kaybetmesine yeterdi. Piyasa hemen olumsuz tepki verir ve d\u00f6viz y\u00fckselirdi. Oysa bu sefer ayn\u0131s\u0131 olmad\u0131 ve piyasa hafif d\u00f6viz sat\u0131\u015flar\u0131yla haberi kar\u015f\u0131lad\u0131. Bundan sonra piyasan\u0131n faiz indirim s\u00fcrecine haz\u0131rlanaca\u011f\u0131n\u0131 ve faiz indirimlerinin kurlarda ciddi bir y\u00fckseli\u015fe yol a\u00e7mayabilece\u011fini rahatl\u0131kla tahmin edebiliriz.<\/span><\/p>  <p><span class=\"large\">Neden mi?<\/span><\/p>  <p><span class=\"large\">Faiz indirim s\u00fcrecinde tahvillere al\u0131m gelir ve fiyatlar\u0131 y\u00fckselir. Bu s\u00fcre\u00e7 i\u00e7erisinde tahvil al\u0131m\u0131na gelen d\u0131\u015f yat\u0131r\u0131mc\u0131 tahvil alabilmek i\u00e7in d\u00f6viz bozar. B\u00f6ylece s\u00fcre\u00e7 devam etti\u011fi s\u00fcrece d\u00f6vizde de sat\u0131\u015f gelme e\u011filimi devam edecek diye d\u00fc\u015f\u00fcn\u00fcyoruz. Bu geli\u015fme ge\u00e7mi\u015fte de aynen ya\u015fanm\u0131\u015ft\u0131r. Konuyla ilgili analitik \u00e7al\u0131\u015fmalar mevcut.<\/span><\/p>  <p><span class=\"large\">Kritik nokta piyasayla restle\u015fmemek ve makro verilerle de gerek\u00e7eleri sa\u011flam olu\u015fturmak. G\u00f6r\u00fcnen de bunun ba\u015far\u0131l\u0131 bir \u015fekilde sa\u011fland\u0131\u011f\u0131d\u0131r.<\/span><\/p>  <p><span class=\"large\"><strong>TCMB B\u00dcY\u00dcME VER\u0130LER\u0130NE BAKARSA<\/strong><\/span><\/p>  <p><span class=\"large\"> \u015eimdi g\u00fcn\u00fcn konusu TCMB fiyat istikrar\u0131 ana hedefinin yan\u0131nda b\u00fcy\u00fcme verilerini de dikkate alaca\u011f\u0131n\u0131 a\u00e7\u0131klarsa, piyasa bunu nas\u0131l kar\u015f\u0131layacak. Bu konuda da piyasalar\u0131n haz\u0131rlanmas\u0131 ve s\u00fcrpriz a\u00e7\u0131klamalarla kaos havas\u0131 olu\u015fturulmamas\u0131 \u00e7ok \u00f6nemli. Faizler piyasa oyuncular\u0131yla birlikte hazmederek d\u00fc\u015f\u00fcr\u00fclmeli.<\/span><\/p>  \t\t\t\t","slug":"tcmbde-yeni-donem","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":"TCMB\u2019de yeni d\u00f6nem","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":229,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}