{"id":78557,"date":"2026-05-02T05:21:07","date_gmt":"2026-05-02T05:21:07","guid":{"rendered":"https:\/\/bihavadis.com\/?p=78557"},"modified":"2026-05-02T05:21:07","modified_gmt":"2026-05-02T05:21:07","slug":"jpmorgan-jeopolitik-gerginlik-sonrasi-turkiyenin-faiz-ve-enflasyon-beklentilerini-guncelledi","status":"publish","type":"post","link":"https:\/\/bihavadis.com\/index.php\/2026\/05\/02\/jpmorgan-jeopolitik-gerginlik-sonrasi-turkiyenin-faiz-ve-enflasyon-beklentilerini-guncelledi\/","title":{"rendered":"JPMorgan, jeopolitik gerginlik sonras\u0131 T\u00fcrkiye’nin faiz ve enflasyon beklentilerini g\u00fcncelledi"},"content":{"rendered":"

JPMorgan, Orta Do\u011fu’da t\u0131rmanan sava\u015f ve buna ba\u011fl\u0131 olarak artan risk primi nedeniyle T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) para politikas\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fclerini g\u00fcncelledi.<\/p>\n

JPMorgan Ekonomisti Fatih Ak\u00e7elik imzal\u0131 Pazartesi g\u00fcn\u00fc yay\u0131mlanan raporda, bankan\u0131n 12 Mart’taki TCMB toplant\u0131s\u0131na dair faiz indirimi beklentisini geri \u00e7ekti\u011fi belirtildi.<\/p>\n

“TCMB POL\u0130T\u0130KA FA\u0130Z\u0130N\u0130 SAB\u0130T BIRAKACAK”<\/strong><\/p>\n

JPMorgan, ABD ve \u0130srail\u2019in \u0130ran\u2019a sald\u0131rmas\u0131n\u0131n ard\u0131ndan Orta Do\u011fu\u2019da jeopolitik gerilimin t\u0131rmanmas\u0131 \u00fczerine<\/span>\u00a0Merkez Bankas\u0131\u2019n\u0131n faizleri 100 baz puan indirme beklentisini g\u00fcncelleyerek y\u00fczde 37\u2019de sabit b\u0131rakaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n

Banka 2026 sonu politika faizi tahmini de y\u00fczde 30\u2019dan y\u00fczde 31\u2019e y\u00fckseltti.<\/p>\n

MERKEZ BANKASI’NIN TEDB\u0130RLER\u0130 HATIRLATILDI<\/strong><\/p>\n

Raporda \u201cOrta Do\u011fu\u2019daki sava\u015fa yan\u0131t olarak TCMB, bir haftal\u0131k repo ihalelerini ask\u0131ya alarak a\u011f\u0131rl\u0131kl\u0131 ortalama fonlama maliyetini ge\u00e7ici olarak 300 baz puan art\u0131rarak y\u00fczde 40\u2019a \u00e7\u0131kard\u0131. TCMB T\u00fcrk \u015firketlerinin d\u00f6viz riskinden korunma ihtiya\u00e7lar\u0131n\u0131 kar\u015f\u0131lamak i\u00e7in T\u00fcrk Liras\u0131 uzla\u015fmal\u0131 vadeli d\u00f6viz sat\u0131m i\u015flemlerine ba\u015flad\u0131. Orta Do\u011fu\u2019da devam eden sava\u015f\u0131n T\u00fcrkiye\u2019de enflasyonu art\u0131rmas\u0131 ve cari a\u00e7\u0131\u011f\u0131 b\u00fcy\u00fctmesi bekleniyor.”<\/em><\/b> de\u011ferlendirmeleri yer ald\u0131.<\/p>\n

<\/p>\n

ENFLASYON TAHM\u0130N\u0130 Y\u00dcZDE 24’TEN 25’E \u00c7IKTI<\/strong><\/p>\n

Raporda banka 2026 sonu T\u00dcFE tahminini de y\u00fczde 24\u2019ten y\u00fczde 25\u2019e y\u00fckseltti. 2026 cari a\u00e7\u0131k tahminini de 29 milyar dolardan 35 milyar dolara, di\u011fer deyi\u015fle GSYH\u2019nin y\u00fczde 2,1\u2019i olarak revize etti.<\/p>\n

Raporda “D\u00f6viz rezervlerinin yeterlili\u011fi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, TCMB d\u00f6viz piyasas\u0131na etkin bir \u015fekilde m\u00fcdahale edebilecek ve lira volatilitesini \u00f6nleyebilecektir.\u201d<\/em><\/b> ifadeleri kullan\u0131ld\u0131.<\/p>\n

Kaynak:<\/strong> Ensonhaber Haber Merkezi<\/span> <\/div>\n","protected":false},"excerpt":{"rendered":"

JPMorgan, Orta Do\u011fu’da t\u0131rmanan sava\u015f ve buna ba\u011fl\u0131 olarak artan risk primi nedeniyle T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) para politikas\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fclerini g\u00fcncelledi. JPMorgan Ekonomisti Fatih Ak\u00e7elik imzal\u0131 Pazartesi g\u00fcn\u00fc yay\u0131mlanan …<\/p>\n","protected":false},"author":1,"featured_media":78558,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[430,407,874],"class_list":["post-78557","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-banka","tag-orta","tag-tcmb"],"_links":{"self":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/78557","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/comments?post=78557"}],"version-history":[{"count":1,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/78557\/revisions"}],"predecessor-version":[{"id":78560,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/78557\/revisions\/78560"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media\/78558"}],"wp:attachment":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media?parent=78557"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/categories?post=78557"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/tags?post=78557"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}