Bloomberg – T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) yeni ba\u015fkan\u0131, Sal\u0131 g\u00fcn\u00fc g\u00f6revine ba\u015flad\u0131\u011f\u0131nda, zor bir durumla kar\u015f\u0131 kar\u015f\u0131ya kalacak: Yat\u0131r\u0131mc\u0131lar\u0131, para politikas\u0131n\u0131 siyasi m\u00fcdahaleden koruyabilece\u011fine ikna etmek.<\/p>\n
Erdem Ba\u015f\u00e7\u0131 d\u00f6neminde ba\u015fkan yard\u0131mc\u0131l\u0131\u011f\u0131 g\u00f6revinde bulunan Murat \u00c7etinkaya’n\u0131n Merkez Bankas\u0131 Ba\u015fkanl\u0131\u011f\u0131’na getirilmesi, T\u00fcrkiye tahvillerinin, Brezilya d\u0131\u015f\u0131nda, geli\u015fen piyasalarda en fazla de\u011fer kazanan tahvil olmas\u0131n\u0131 sa\u011flad\u0131 ve \u00fclke tahvillerinin temerr\u00fcte kar\u015f\u0131 sigorta maliyeti (CDS’ler) son bir ay\u0131n en d\u00fc\u015f\u00fck seviyesine d\u00fc\u015ft\u00fc. Ancak yakla\u015f\u0131k 85 milyar dolarl\u0131k geli\u015fen piyasa varl\u0131klar\u0131n\u0131 y\u00f6neten\u00a0 Aberdeen Asset management, temkinli olunmas\u0131 gerekti\u011fini tavsiye eden yat\u0131r\u0131mc\u0131lar ars\u0131nda yer ald\u0131.<\/p>\n
\u00dcst d\u00fczey siyaset\u00e7ilerin Merkez Bankas\u0131’na faiz d\u00fc\u015f\u00fcrmesi ve b\u00fcy\u00fcmeyi enflasyon hedeflemesinin \u00f6n\u00fcne ge\u00e7irmesi konusunda bask\u0131 yapmas\u0131 iki y\u0131ld\u0131r piyasalar\u0131 olumsuz etkiliyordu. Bu durum ortadan kalkm\u0131\u015f de\u011fil.<\/p>\n
\u0130stanbul’da geli\u015fen piyasalar ara\u015ft\u0131rma \u015firketi Globalsource Partners Inc. ekonomisti Atilla Ye\u015filada, “\u00c7etinkaya’n\u0131n bu bask\u0131 ile ba\u015fa\u00e7\u0131kabilme yetene\u011fi en b\u00fcy\u00fck bilinmeyen,” dedi<\/p>\n
Balay\u0131 D\u00f6nemi<\/p>\n
T\u00fcrkiye tahvilleri ge\u00e7en hafta g\u00fc\u00e7l\u00fc y\u00fckseli\u015fler g\u00f6sterdi ve bunun sonucu, 10 y\u0131l vadeli tahvillerin faizi Cuma g\u00fcn\u00fc sona eren be\u015f g\u00fcnl\u00fck d\u00f6nemde 57 baz puan gerileyerek, Ekim ay\u0131ndan bu yana en h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc yapt\u0131. Ba\u015fkanl\u0131\u011fa Merkez Bankas\u0131’n\u0131n i\u00e7inden birinin getirilmesi, h\u00fck\u00fcmetin d\u0131\u015far\u0131dan para politikas\u0131 konusunda her\u015feye evet diyecek birini getirece\u011fi endi\u015felerini ortadan kald\u0131rd\u0131.<\/p>\n
\u00d6n\u00fcm\u00fczdeki haftalar, T\u00fcrk piyasalar\u0131nda \u015fimdilerde g\u00f6r\u00fclen olumlu seyrin, yat\u0131r\u0131mc\u0131lar\u0131n yeni guvern\u00f6re verdi\u011fi onaydan m\u0131, yoksa riskli varl\u0131klarda k\u00fcresel anlamda g\u00f6r\u00fclen geni\u015f ralliden mi geldi\u011fini g\u00f6sterecek.<\/p>\n
Londra’da Aberdeen’in aralar\u0131nda T\u00fcrk varl\u0131klar\u0131n\u0131n da oldu\u011fu geli\u015fen piyasa tahvillerinin ymnetimine katk\u0131da bulunan Viktor Szabo, “Yeni Ba\u015fkan’\u0131n ne getirece\u011fini g\u00f6rmek i\u00e7in beklemek durumunday\u0131z,” dedi ve “\u015eimdilerde k\u00fcresel piyasalarda risk al\u0131m\u0131 durumunun oldu\u011funu ak\u0131lda tutal\u0131m” \u015feklinde g\u00f6r\u00fc\u015f bildirdi.<\/p>\n
\u015eimdilik, \u00c7etinkaya’n\u0131n piyasalardaki balay\u0131 s\u00fcr\u00fcyor ve bu seyir, Fed Ba\u015fkan\u0131 Janet Yellen’\u0131n faiz art\u0131r\u0131m\u0131nda isteksiz olmas\u0131ndan dolay\u0131 geli\u015fen piyasalarda g\u00f6r\u00fclen yukar\u0131 y\u00f6nl\u00fc hareketten de destek al\u0131yor.<\/p>\n
Londra’da Medley Global Advisors LLC k\u0131demli analisti Nigel Rendell, “Belki de yeni Ba\u015fkan bir araya geldikleri bir dahaki sefer Janet Yellen’a bir i\u00e7ecek \u0131smarlamal\u0131” \u015feklinde konu\u015ftu.<\/p>\n
<\/p>\n
Bloomberg News<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Bloomberg – T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) yeni ba\u015fkan\u0131, Sal\u0131 g\u00fcn\u00fc g\u00f6revine ba\u015flad\u0131\u011f\u0131nda, zor bir durumla kar\u015f\u0131 kar\u015f\u0131ya kalacak: Yat\u0131r\u0131mc\u0131lar\u0131, para politikas\u0131n\u0131 siyasi m\u00fcdahaleden koruyabilece\u011fine ikna etmek.<\/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":1138,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/678"}],"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=678"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/678\/revisions"}],"predecessor-version":[{"id":679,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/678\/revisions\/679"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}