Piyasalar\u0131n g\u00f6z\u00fc kula\u011f\u0131 Merkez Bankas\u0131’n\u0131n bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131nda. Merkez Bankas\u0131 bug\u00fcn saat 14.00\u2019te politika faizini a\u00e7\u0131klayacak. Mevcut politika faiz oran\u0131 y\u00fczde 50 seviyelerinde bulunuyor. Peki bir s\u00fcrpriz olur mu? Piyasan\u0131n beklentisi ne? Dolar, alt\u0131n ve borsa nas\u0131l etkilenir?<\/p>\n
P\u0130YASANIN BEKLENT\u0130S\u0130 NE?<\/strong><\/p>\n Konuyla ilgili merak edilenleri milliyet.com.tr\u2019ye a\u00e7\u0131klayan Ekonomist Tu\u011fba Ekin \u015fu ifadeleri kulland\u0131: \u201cPiyasa beklentisi anketlerden anlad\u0131\u011f\u0131m\u0131z \u00fczere politika faizinin sabit kalmas\u0131 y\u00f6n\u00fcnde. \u00d6nceki toplant\u0131da \u2018bir hafta vadeli repo faiz oran\u0131\u2019 yani politika faizi yine %50 seviyesinde sabit b\u0131rak\u0131lm\u0131\u015ft\u0131. Sterilizasyon \u00e7al\u0131\u015fmalar\u0131 g\u00fc\u00e7lendirilmi\u015fti.<\/p>\n S\u00dcRPR\u0130Z BEKLEN\u0130YOR MU?<\/strong><\/p>\n Bu toplant\u0131da ise karar metnindeki di\u011fer detaylar yine \u00e7ok \u00f6nemli olacak. Y\u0131l sonu enflasyon beklentilerinde s\u0131n\u0131rl\u0131 geri \u00e7ekilme var. Dolay\u0131s\u0131yla mevcut enflasyon bile\u015fik faiz getirisi kar\u015f\u0131s\u0131nda d\u00fc\u015f\u00fck kal\u0131yor. Bu da asl\u0131nda politika faizinde bir s\u00fcrpriz beklememizin esas nedeni diyebiliriz.<\/p>\n YIL SONUNA DO\u011eRU \u0130ND\u0130R\u0130M M\u00dcMK\u00dcN M\u00dc?<\/strong><\/p>\n Yine anketlere ve kurumlar\u0131n beklentilerine bakt\u0131\u011f\u0131m\u0131zda yar\u0131 yar\u0131ya fikir ayr\u0131l\u0131\u011f\u0131 var gibi g\u00f6r\u00fcn\u00fcyor. Bir kesim y\u0131l\u0131n son \u00e7eyre\u011finde indirim beklerken, di\u011fer kesim 2024 y\u0131l sonuna dek hi\u00e7 faiz indirimi beklemiyor. Haziran, Temmuz hatta Eyl\u00fcl ay\u0131nda baz etkisi ile y\u0131ll\u0131k enflasyonda d\u00fc\u015f\u00fc\u015f bekleniyor.<\/p>\n Beklentiler do\u011frultusunda bir enflasyon ve 28 Haziran tarihinde T\u00fcrkiye\u2019nin gri listeden \u00e7\u0131kmas\u0131 s\u00f6z konusu olursa faiz art\u0131r\u0131m\u0131 beklenmedi\u011fi gibi, y\u0131l\u0131n son \u00e7eyre\u011fi i\u00e7in faiz indirimi beklentileri g\u00fc\u00e7 kazanabilir.<\/p>\n BORSA YATIRIMCISININ G\u00d6Z\u00dc FA\u0130ZDE! P\u0130YASADA Y\u00d6N NE OLUR?<\/strong><\/p>\n Haziran ay\u0131 hem okullar\u0131n tatil olmas\u0131yla hem de bayram nedeniyle \u00fclkenin d\u00f6rt bir yan\u0131nda bireylerin harcamalar\u0131n\u0131n artt\u0131\u011f\u0131 bir ay oldu. Dolay\u0131s\u0131yla g\u00fcndeme gelen vergi konusu ard\u0131ndan bayram ve tatil i\u00e7in nakit gereksinimi ile Borsa \u0130stanbul\u2019da bayram tatili \u00f6ncesi 10.000 puan seviyesi alt\u0131n\u0131n test edildi\u011fini g\u00f6rd\u00fck.<\/p>\n A\u011f\u0131rl\u0131kl\u0131 olarak yurt i\u00e7i yat\u0131r\u0131mc\u0131lardan g\u00fc\u00e7 alan piyasada yat\u0131r\u0131mc\u0131lar\u0131n yeni para giri\u015fi i\u00e7in hen\u00fcz tam toparlanamad\u0131\u011f\u0131 g\u00f6zleniyor. Dolay\u0131s\u0131yla piyasan\u0131n bu haftay\u0131 yatay seyirde s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6r\u00fcyoruz.<\/p>\n Orta-uzun vade beklentiler yukar\u0131 y\u00f6nl\u00fc olmas\u0131na ra\u011fmen yeniden yukar\u0131 y\u00f6nl\u00fc h\u0131z kazanabilmek ad\u0131na hem daha fazla nakit giri\u015fi hem de hacim gerekiyor. Gri listeden \u00e7\u0131kmak bu y\u00fckseli\u015f i\u00e7in yabanc\u0131 giri\u015fini ve y\u00fckseli\u015fi h\u0131zland\u0131rabilir.<\/p>\n Alt\u0131n \u00f6nceki hafta ABD tahvil getirilerindeki d\u00fc\u015f\u00fc\u015fle y\u00fckseli\u015fe ge\u00e7mi\u015fti. \u00d6n\u00fcm\u00fczdeki g\u00fcnlerde ise yo\u011fun ABD veri ak\u0131\u015f\u0131n\u0131 takip edece\u011fiz ve faiz indirimlerinin ba\u015flang\u0131\u00e7 tahminleri i\u00e7in verilerin daha net olup olmad\u0131\u011f\u0131na bakaca\u011f\u0131z.<\/p>\n GRAM ALTINDA \u0130K\u0130 G\u00dc\u00c7L\u00dc HEDEF!<\/strong><\/p>\n Dolar kurunda ise yatay pozitif seyir ile d\u00fcn yeniden 33 TL \u00fczerinin test edildi\u011fini g\u00f6rd\u00fck. Ons alt\u0131n ve kur korelasyonu fiyatland\u0131rmas\u0131 ile gram alt\u0131n i\u00e7in yeniden 2.500 TL ve \u00fczeri beklenti devam ediyor. 2.400 TL\u2019nin a\u015fa\u011f\u0131s\u0131 al\u0131m f\u0131rsat\u0131 olabilir. 2.500 g\u00fc\u00e7l\u00fc diren\u00e7 seviyesinin a\u015f\u0131lmas\u0131 halinde ise 2.650 TL, ard\u0131ndan 2.830 TL seviyelerini takip edebiliriz.<\/p>\n DOLAR\/TL\u2019DE 33 L\u0130RA SEV\u0130YES\u0130 G\u00d6R\u00dcLD\u00dc! Y\u00dcKSEL\u0130\u015e\u0130N NEDEN\u0130 NE?<\/strong><\/p>\n Haziran ay\u0131n\u0131n ilk haftalar\u0131 a\u00e7\u0131klanan sanayi \u00fcretimi ve perakende sat\u0131\u015f verileri hem ayl\u0131k hem de y\u0131ll\u0131k bazda d\u00fc\u015f\u00fc\u015f kaydetti. T\u00fcrk liras\u0131 faizleri cazibesini s\u00fcrd\u00fcr\u00fcrken, gri liste konusunun netle\u015fmemi\u015f olmas\u0131 h\u0131zl\u0131 de\u011fi\u015febilecek bir kur riski anlam\u0131na geliyor.<\/p>\n Ben haziran\u0131n son g\u00fcnlerinde T\u00fcrkiye\u2019nin gri listeden \u00e7\u0131kaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Fakat ticaret a\u00e7\u0131\u011f\u0131m\u0131z artarak devam ediyor, bu do\u011frudan kur riski demek. Ayr\u0131ca May\u0131s ay\u0131 enflasyonu ayl\u0131k ve y\u0131ll\u0131k bazda art\u0131\u015f g\u00f6sterdi. Haziran ay\u0131na ait enflasyon verisi 3 Temmuz tarihinde a\u00e7\u0131klanacak. Yurt i\u00e7i g\u00fcndemin \u00e7ok yo\u011fun olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm\u00fczde kur riski ta\u015f\u0131mak istemeyen yat\u0131r\u0131mc\u0131lar\u0131n d\u00f6viz talebi ve ticaret dengesi rakamlar\u0131 33 lira seviyesinin test edilmesinde etkili olmu\u015f olabilir.\u201d<\/p>\n\n <\/p>\n Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/altin-borsa-ve-dolar-yatirimcisinin-gozu-merkez-bankasinda-faiz-karari-bugun-belli-oluyor-iste-piyasanin-beklentisi-7147436<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Merkez Bankas\u0131 piyasalar\u0131n merakla bekledi\u011fi haziran ay\u0131 faiz karar\u0131n\u0131 bug\u00fcn a\u00e7\u0131kl\u0131yor. Peki piyasalarda beklenti ne? Bir s\u00fcrpriz olur mu? Karar alt\u0131n, dolar ve borsay\u0131 nas\u0131l etkiler? \u00d6zellikle son haftalarda dolar\/TL\u2019de yukar\u0131 y\u00f6nl\u00fc hareketler dikkat \u00e7ekmi\u015fti. Y\u00fckseli\u015fin sebebi ne? \u0130\u015fte detaylar…<\/p>\n","protected":false},"author":1,"featured_media":82911,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[381,49,41,392,856],"class_list":["post-82910","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-altin","tag-enflasyon","tag-faiz","tag-haziran","tag-kur"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/82910","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=82910"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/82910\/revisions"}],"predecessor-version":[{"id":82912,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/82910\/revisions\/82912"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/82911"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=82910"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=82910"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=82910"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}