finansg\u00fcndem-Merkez Bankas\u0131 \u00e7ar\u015famba g\u00fcn\u00fc Para Politikas\u0131 Kurulu’nu toplayacak. Piyasalar, kurulda TL i\u00e7in at\u0131lacak ad\u0131mlar\u0131 bekliyor
\nGe\u00e7ti\u011fimiz hafta 2.73 liray\u0131 da a\u015farak tarihi zirvesine \u00e7\u0131kan dolar kuruna kar\u015f\u0131 bu \u00e7ar\u015famba g\u00fcn\u00fc yapaca\u011f\u0131 Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131 g\u00fcndemini \u00f6nceden a\u00e7\u0131klayan Merkez Bankas\u0131 ne yapacak? Mart toplant\u0131s\u0131nda Merkez Bankas\u0131 faizde \u00fcst s\u0131n\u0131r\u0131 y\u00fczde 10.75\u2019te, alt s\u0131n\u0131r\u0131 y\u00fczde 7.25\u2019te, politika faizini ise y\u00fczde 7.5\u2019te sabit tutmu\u015ftu. Piyasa uzmanlar\u0131 a\u00e7\u0131k\u00e7as\u0131 nisan toplant\u0131s\u0131nda da faizlerde bir de\u011fi\u015fiklik beklemiyor. G\u00fcndeminde a\u00e7\u0131klad\u0131\u011f\u0131 gibi \u2018d\u00f6viz depo piyasas\u0131 faiz oranlar\u0131nda \u00f6l\u00e7\u00fcl\u00fc bir indirim\u2019, \u2018T\u00fcrk liras\u0131 zorunlu kar\u015f\u0131l\u0131k oranlar\u0131na \u00f6denen k\u0131smi faiz oranlar\u0131nda \u00f6l\u00e7\u00fcl\u00fc bir art\u0131\u015f\u2019 \u00f6ng\u00f6r\u00fcl\u00fcyor. Dolar\u0131n rekoruna kar\u015f\u0131 faiz art\u0131r\u0131m\u0131 se\u00e7ene\u011fi ise hi\u00e7bir \u015fekilde masada de\u011fil.<\/p>\n
POL\u0130T\u0130K NEDENLER<\/strong><\/p>\n Cumhurba\u015fkan\u0131 Tayyip Erdo\u011fan\u2019\u0131n Merkez Bankas\u0131\u2019n\u0131 sert ele\u015ftirmesiyle ba\u015flayan, ard\u0131ndan ekonomi y\u00f6netiminin yakla\u015fan se\u00e7imler sonras\u0131nda g\u00f6rev ba\u015f\u0131nda olmayabilece\u011fine ili\u015fkin endi\u015felerle devam eden T\u00fcrk Liras\u0131\u2019ndaki de\u011fer kayb\u0131 se\u00e7imin yakla\u015fmas\u0131 ve yeni gerilimler yaratmas\u0131yla daha da g\u00fc\u00e7lendi. Merkez Bankas\u0131\u2019n\u0131n dolardaki y\u00fckseli\u015fe g\u00f6z yummak gibi bir se\u00e7ene\u011finin olmad\u0131\u011f\u0131na dikkat \u00e7eken Citibank raporunda ise Merkez Bankas\u0131\u2019n\u0131n politik nedenlerle faiz art\u0131ramayaca\u011f\u0131 ve nispeten d\u00fc\u015f\u00fck rezervler nedeniyle agresif d\u00f6viz sat\u0131\u015f\u0131n\u0131n da bir se\u00e7enek olmad\u0131\u011f\u0131na vurgu yap\u0131ld\u0131. T\u00fcrk Liras\u0131 y\u0131lba\u015f\u0131ndan beri dolar kar\u015f\u0131s\u0131nda y\u00fczde 13\u2019e yak\u0131n de\u011fer kayb\u0131 ile yolsuzluk sorunlar\u0131yla u\u011fra\u015fan Brezilya\u2019n\u0131n para birimi realin ard\u0131ndan en \u00e7ok de\u011fer kaybeden ikinci para birimi konumunda.<\/p>\n EL\u0130NDE 3 S\u0130LAHI VAR<\/strong><\/p>\n Reuters\u2019e konu\u015fan analistler TL\u2019deki de\u011fer kayb\u0131n\u0131n devam etmesi halinde Merkez Bankas\u0131\u2019n\u0131n ana g\u00f6revi olan fiyat istikrar\u0131na ili\u015fkin risklerin daha da belirginle\u015febilece\u011fini, ve TCMB\u2019nin enflasyon i\u00e7in y\u00fczde 5.5 olarak a\u00e7\u0131klad\u0131\u011f\u0131 tahminini yukar\u0131 revize etmek zorunda kalaca\u011f\u0131n\u0131 belirttiler. Merkez Bankas\u0131\u2019n\u0131n T\u00fcrk Liras\u0131\u2019ndaki de\u011fer kayb\u0131n\u0131 azaltmak i\u00e7in mutlaka bir ad\u0131m atmas\u0131 gerekti\u011fini belirten BGC Partners Ba\u015fekonomisti \u00d6zg\u00fcr Altu\u011f, TL\u2019deki de\u011fer kayb\u0131n\u0131n yakla\u015f\u0131k 1.5 puanl\u0131k ek enflasyon maliyeti olarak yans\u0131yaca\u011f\u0131n\u0131 kaydetti. Altu\u011f \u201cEtkisi tart\u0131\u015f\u0131labilecek bir\u00e7ok mini ad\u0131m\u0131 d\u0131\u015far\u0131da b\u0131rak\u0131rsak Merkez\u2019in \u00fc\u00e7 tane etkili silah\u0131 var. Bunlardan birincisi faiz art\u0131rmak. Se\u00e7im \u00f6ncesi bu ihtimalin d\u00fc\u015f\u00fck oldu\u011funu s\u00f6ylemek b\u00fcy\u00fck bir tahmin olmayacakt\u0131r. \u0130kinci se\u00e7enek d\u00f6viz rezervini kullanarak m\u00fcdahale. Fakat burada da net d\u00f6viz rezervinin 35 milyar dolara geriledi\u011fini unutmamak gerekiyor. Di\u011fer bir ifadeyle net cephanemiz s\u0131n\u0131rl\u0131\u201d dedi. Son ve k\u0131sa vadede kullan\u0131lmas\u0131 en muhtemel olan\u0131n\u0131n likidite y\u00f6netimi se\u00e7ene\u011fi oldu\u011funu s\u00f6yleyen Altu\u011f, \u201cMerkez Bankas\u0131 yakla\u015f\u0131k 55 milyar TL\u2019lik fonlama yap\u0131yor. Merkez Bankas\u0131\u2019n\u0131n y\u00fczde 7.5\u2019ten verdi\u011fi haftal\u0131k fonlamay\u0131 azaltarak piyasa faizlerinin y\u00fckselmesini beklemek en mant\u0131kl\u0131 yakla\u015f\u0131m gibi g\u00f6z\u00fck\u00fcyor\u201d diye konu\u015ftu.<\/p>\n","protected":false},"excerpt":{"rendered":" finansg\u00fcndem-Merkez Bankas\u0131 \u00e7ar\u015famba g\u00fcn\u00fc Para Politikas\u0131 Kurulu’nu toplayacak. Piyasalar, kurulda TL i\u00e7in at\u0131lacak ad\u0131mlar\u0131 bekliyor<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"views":2849,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/546"}],"collection":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/comments?post=546"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/546\/revisions"}],"predecessor-version":[{"id":547,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/546\/revisions\/547"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=546"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=546"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}