BMD Ara\u015ft\u0131rma taraf\u0131ndan yay\u0131mlanan Haftal\u0131k B\u00fclten’de, \u0130ngiltere’de t\u00fcketici fiyat endeksinin haziran ay\u0131nda ayl\u0131k y\u00fczde 0,1 artt\u0131\u011f\u0131, may\u0131s ay\u0131nda y\u00fczde 2,8 olan y\u0131ll\u0131k enflasyonun ise temmuz ay\u0131nda y\u00fczde 2,6’ya geriledi\u011fi aktar\u0131ld\u0131. Raporda, Avrupa Merkez Bankas\u0131’n\u0131n beklentilere paralel olarak faiz oranlar\u0131n\u0131 de\u011fi\u015ftirmeyerek mevduat faiz oran\u0131n\u0131 y\u00fczde 2,25, ana refinansman oran\u0131n\u0131 y\u00fczde 2,40 ve marjinal bor\u00e7 verme oran\u0131n\u0131 y\u00fczde 2,65 seviyesinde sabit tuttu\u011fu belirtildi. AMB Ba\u015fkan\u0131 Christine Lagarde’\u0131n, son enflasyon verilerinin ikinci \u00e7eyrekte baz\u0131 iyile\u015fmelere i\u015faret etti\u011fini, enerji fiyatlar\u0131n\u0131n haziran ay\u0131 beklentilerine paralel seyretti\u011fini ve kararlar\u0131n toplant\u0131 bazl\u0131 al\u0131naca\u011f\u0131n\u0131 ifade etti\u011fi kaydedildi.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump’\u0131n, \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki gemilere y\u00f6nelik olas\u0131 sald\u0131r\u0131lar\u0131na kar\u015f\u0131 \u0130ran’a ait k\u00f6pr\u00fc veya elektrik santrallerini hedef alabileceklerini s\u00f6yledi\u011fi belirtilen raporda, \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i’nin ise ABD’nin olas\u0131 sald\u0131r\u0131lar\u0131na destek veren taraflar\u0131n me\u015fru hedef olarak de\u011ferlendirilece\u011fini ifade etti\u011fi aktar\u0131ld\u0131. Trump’\u0131n b\u00fcy\u00fck \u00e7apl\u0131 askeri operasyon se\u00e7ene\u011fini ciddi \u015fekilde de\u011ferlendirdi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan ABD-\u0130ran geriliminin t\u0131rmanabilece\u011fi beklentisiyle Brent petrol\u00fcn varil fiyat\u0131n\u0131n hafta i\u00e7inde 100 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 bildirildi.<\/p>\n
Raporda, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch’in T\u00fcrkiye’nin kredi notunu “BB-” ve g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc “dura\u011fan” olarak teyit etti\u011fi ifade edildi. Fitch’in enflasyonun haziran ay\u0131ndaki y\u00fczde 32 seviyesinden 2026 sonunda y\u00fczde 29,5’e, 2028 sonunda ise y\u00fczde 18’e gerilemesini bekledi\u011fi belirtildi. TCMB’nin Para Politikas\u0131 Kurulu toplant\u0131s\u0131nda politika faizi olan bir hafta vadeli repo ihale faiz oran\u0131n\u0131 y\u00fczde 37 seviyesinde sabit tuttu\u011fu aktar\u0131lan raporda, gecelik bor\u00e7 verme faiz oran\u0131n\u0131n y\u00fczde 40, gecelik bor\u00e7lanma faiz oran\u0131n\u0131n ise y\u00fczde 35,5 seviyesinde b\u0131rak\u0131ld\u0131\u011f\u0131 kaydedildi. Karar metninde enflasyonun ana e\u011filiminin haziran ay\u0131nda s\u0131n\u0131rl\u0131 geriledi\u011fi, \u00f6nc\u00fc verilerin ise temmuz ay\u0131nda ge\u00e7ici y\u00fckseli\u015fe i\u015faret etti\u011fi ifade edildi.<\/p>\n
Haftaya d\u00fc\u015f\u00fc\u015fle ba\u015flayan BIST 100 Endeksi’nin hafta i\u00e7erisinde 13.875-14.229 puan aral\u0131\u011f\u0131nda dalgaland\u0131\u011f\u0131 ve haftay\u0131 y\u00fczde 0,27 kay\u0131pla 13.943,87 puandan tamamlad\u0131\u011f\u0131 belirtilen raporda, Dolar\/TL’nin 47,3779, Euro\/TL’nin ise 54,1369 ile tarihi zirvelerini yeniledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, yurt d\u0131\u015f\u0131 yerle\u015fik yat\u0131r\u0131mc\u0131lar\u0131n 10-17 Temmuz 2026 haftas\u0131nda reel olarak 37,5 milyon dolar hisse senedi, 196,6 milyon dolar Devlet \u0130\u00e7 Bor\u00e7lanma Senedi (D\u0130BS-Kesin Al\u0131m) ve 43,8 milyon dolar \u00f6zel sekt\u00f6r tahvili al\u0131m\u0131 ger\u00e7ekle\u015ftirdi\u011fi bildirildi. Ayn\u0131 d\u00f6nemde yurt i\u00e7i yerle\u015fik ger\u00e7ek ki\u015filerin d\u00f6viz mevduat\u0131n\u0131n 2.154 milyon dolar azalarak 137.264 milyon dolara geriledi\u011fi, t\u00fczel ki\u015filerin d\u00f6viz mevduat\u0131n\u0131n ise 5.427 milyon dolar artarak 82.839 milyon dolara y\u00fckseldi\u011fi ifade edildi. Kur korumal\u0131 mevduat (KKM) hesaplar\u0131n\u0131n 4 milyon dolar (202 milyon TL) seviyesine geriledi\u011fi, T\u00fcrkiye’nin dolar bazl\u0131 5 y\u0131l vadeli CDS priminin ise 250 baz puan\u0131n alt\u0131nda kalmaya devam etti\u011fi kaydedildi.<\/p>\n
B\u00fcltenin “Uzun Vadede Ne Bekliyoruz” b\u00f6l\u00fcm\u00fcnde ise TCMB’nin politika faizine ili\u015fkin ge\u00e7mi\u015f d\u00f6nem kararlar\u0131na yer verilirken, Temmuz 2026 tarihli TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi’ne g\u00f6re T\u00dcFE’nin 2026 sonunda y\u00fczde 29,21, 2027 sonunda y\u00fczde 21,47 artmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131. Ankette Dolar\/TL’nin 2026 sonunda 51,55, 12 ay sonras\u0131nda ise 56,69 seviyesinde ger\u00e7ekle\u015fmesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc, cari a\u00e7\u0131\u011f\u0131n 2026 sonunda 49,3 milyar dolar, 2027 sonunda ise 43,3 milyar dolar olmas\u0131n\u0131n beklendi\u011fi ifade edildi. Ayr\u0131ca, GSYH b\u00fcy\u00fcmesinin 2026 ve 2027 y\u0131llar\u0131nda s\u0131ras\u0131yla y\u00fczde 3,1 ve y\u00fczde 4,1 olmas\u0131, TCMB haftal\u0131k repo faizinin ise y\u0131l sonunda y\u00fczde 34,70 seviyesine gerilemesi beklentilerine yer verildi.<\/p>\n
Hibya Haber Ajans\u0131<\/span><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":" \u0130stanbul, 24 Temmuz (Hibya) \u2013 BMD Ara\u015ft\u0131rma taraf\u0131ndan yay\u0131mlanan Haftal\u0131k B\u00fclten’de, yurt i\u00e7inde Fitch’in T\u00fcrkiye’ye ili\u015fkin kredi notu karar\u0131 ile T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) faiz karar\u0131n\u0131n, yurt d\u0131\u015f\u0131nda ise \u0130ngiltere enflasyonu, Avrupa Merkez Bankas\u0131’n\u0131n (AMB) faiz karar\u0131 ve ABD-\u0130ran geriliminin haftan\u0131n \u00f6ne \u00e7\u0131kan geli\u015fmeleri oldu\u011fu belirtildi.<\/p>\n","protected":false},"author":0,"featured_media":6906,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[151,153,51,56,149,54,154,150,152],"tags":[],"class_list":["post-6905","post","type-post","status-publish","format-standard","has-post-thumbnail","category-analiz","category-borsa","category-dijital-gazete","category-ekonomi","category-enerji","category-finans","category-piyasa","category-rapor","category-tahvil"],"_links":{"self":[{"href":"https:\/\/www.ajans28.com\/index.php?rest_route=\/wp\/v2\/posts\/6905","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ajans28.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ajans28.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ajans28.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6905"}],"version-history":[{"count":0,"href":"https:\/\/www.ajans28.com\/index.php?rest_route=\/wp\/v2\/posts\/6905\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ajans28.com\/index.php?rest_route=\/wp\/v2\/media\/6906"}],"wp:attachment":[{"href":"https:\/\/www.ajans28.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ajans28.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ajans28.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}