{"id":26764,"date":"2013-07-24T09:23:32","date_gmt":"2013-07-24T07:23:32","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=26764"},"modified":"2013-07-25T12:09:48","modified_gmt":"2013-07-25T10:09:48","slug":"merkez-gelecek-aylarda-faiz-koridoru-ust-bandini-yuzde-9-a-cekebilir","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/merkez-gelecek-aylarda-faiz-koridoru-ust-bandini-yuzde-9-a-cekebilir\/","title":{"rendered":"Merkez Gelecek Aylarda Faiz Koridoru \u00dcst Band\u0131n\u0131 Y\u00fczde 9&#8242; a \u00c7ekebilir"},"content":{"rendered":"<p>Merkez Bankas\u0131n\u0131n d\u00fcn ger\u00e7ekle\u015ftirdi\u011fi tarihi PPK toplant\u0131s\u0131 sonras\u0131, faiz koridorunun bor\u00e7 alma faiz oran\u0131 olan %3,5\u2019 lik k\u0131sm\u0131n\u0131 de\u011fi\u015ftirmezken bor\u00e7 verme faiz oran\u0131n\u0131 %7,25\u2019 e y\u00fckseltti. 21 ay aradan sonra koridorun \u00fcst band\u0131n\u0131 geni\u015fleten TCMB karar\u0131na ra\u011fmen i\u00e7 piyasada g\u00f6r\u00fcn\u00fcm pek parlak de\u011fil.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3970481442\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"9580705384\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>TCMB, d\u00fcn ger\u00e7ekle\u015ftirdi\u011fi,\u00a0 PPK toplant\u0131s\u0131 sonras\u0131nda faiz koridoru \u00fcst band\u0131 olan bor\u00e7 verme faiz oran\u0131n\u0131 75 baz puan art\u0131rd\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n yan\u0131 s\u0131ra\u00a0 24 Temmuz tarihinden itibaren ek parasal s\u0131k\u0131la\u015ft\u0131rma uygulamas\u0131 yap\u0131lan g\u00fcnlerde; d\u00f6viz ihalesi a\u00e7\u0131lmayaca\u011f\u0131n\u0131 ve bankalara piyasa yap\u0131c\u0131s\u0131 repo imkan\u0131 \u00fczerinden fonlama yap\u0131lmayaca\u011f\u0131n\u0131 belirtmesi\u00a0 MB\u2019nin bug\u00fcnden itibaren, piyasa yap\u0131c\u0131s\u0131 bankalara likidite sa\u011flamayaca\u011f\u0131 nedeni ile bankalar\u0131n,\u00a0 50 puanl\u0131k ek avantaj\u0131 da\u00a0 ortadan kalkm\u0131\u015f oldu. bankalar\u0131n bor\u00e7lanma maliyeti 125 baz puan artt\u0131. D\u00fcn ki kapan\u0131\u015f da BIST g\u00fcn\u00fc % 0,59 kay\u0131pla 75,368\u2019den tamamlarken, g\u00f6sterge tahvil faizi % 9\u2019u ge\u00e7ti. Dolar da ise 1,9035 seviyeleri destek olmaya devam ediyor.<\/p>\n<p>Peki bundan sonra ne olacak? Merkez Bankas\u0131 \u015fu ana kadar 6,6 milyar $ d\u00f6viz sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirmi\u015f durumda. Faiz koridorunun \u00fcst band\u0131n\u0131 75 bp artt\u0131rmak Dolar da bir miktar d\u00fc\u015f\u00fc\u015f sa\u011flasa bile, orta vade beklentim,FED\u2019 ten gelecek a\u00e7\u0131klamalara odakl\u0131 oldu\u011fundan ve muhtemelen Eyl\u00fcl ay\u0131nda parasal geni\u015flemenin azaltabilece\u011fi ihtimali g\u00fc\u00e7lendi\u011finden faiz koridorunda 175 bp daha art\u0131\u015f olma ihtimali g\u00fc\u00e7leniyor. Y\u0131l sonunda faizin \u00fcst band\u0131 %9\u2019a y\u00fckselirse \u015fa\u015f\u0131rmamak gerekir. \u00c7\u00f6z\u00fcm sadece faiz art\u0131r\u0131m\u0131 m\u0131 ? derseniz bu saatten sonra de\u011fil derim. \u00c7\u00fcnk\u00fc, FED yeni ekonomi politikas\u0131n\u0131 hayata ge\u00e7irmeye ba\u015flad\u0131. Son 6 ayd\u0131r i\u00e7 talep a\u011f\u0131rl\u0131kl\u0131 b\u00fcy\u00fcyen T\u00fcrkiye, faizlerin daha da y\u00fckseldi\u011fi bir ortamda sadece t\u00fcketici kedilerinde ki art\u0131\u015fa s\u0131n\u0131rlama getirebilir. Do\u011frudan Yabanc\u0131 Yat\u0131r\u0131m giri\u015fi 3 milyar dolar\u0131 a\u015fm\u0131\u015f de\u011fil. Y\u0131l sonu 15 \u2013 20 milyar $ gelirse m\u00fckemmel olur ancak \u015fu an ki konjonkt\u00fcrde bu biraz zor g\u00f6r\u00fcn\u00fcyor.\u00a0 Dolar da A\u011fustos ay\u0131n\u0131n ortalar\u0131 hatta sonlar\u0131na kadar\u00a0 d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fclse bile \u015fok FED\u2019 in Eyl\u00fcl toplant\u0131s\u0131 sonras\u0131, 1,95 \u2013 2,00 band\u0131na do\u011fru zirveler g\u00f6rme ihtimali hala y\u00fcksek g\u00f6r\u00fcn\u00fcyor.<\/p>\n<p>MB faiz karar\u0131 ve di\u011fer piyasa beklentilerimin yer ald\u0131\u011f\u0131 televizyon program linki:\u00a0<a href=\"http:\/\/tvarsivi.com\/player.php?y=115&amp;z=2013-07-22%2016:36:00\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">http:\/\/tvarsivi.com\/player.php?y=115&amp;z=2013-07-22%2016:36:00<\/a><\/p>\n<p><b>Dr. \u0130smet DEM\u0130RKOL<\/b><\/p>\n<p><b>Bah\u00e7e\u015fehir \u00dcniversitesi \u00d6\u011fretim \u00dcyesi <\/b><\/p>\n<p><b><a href=\"https:\/\/twitter.com\/drismetdemirkol\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">https:\/\/twitter.com\/drismetdemirkol<\/a><\/b><\/p>\n<p><b><a href=\"http:\/\/bigyatirim.blogspot.com\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">http:\/\/bigyatirim.blogspot.com\/<\/a><\/b><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1474718276\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Merkez Bankas\u0131n\u0131n d\u00fcn ger\u00e7ekle\u015ftirdi\u011fi tarihi PPK toplant\u0131s\u0131 sonras\u0131, faiz koridorunun bor\u00e7 alma faiz oran\u0131 olan %3,5\u2019 lik k\u0131sm\u0131n\u0131 de\u011fi\u015ftirmezken bor\u00e7 verme faiz oran\u0131n\u0131 %7,25\u2019 e&hellip;<\/p>\n","protected":false},"author":7,"featured_media":24594,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-26764","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/26764","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=26764"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/26764\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/24594"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=26764"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=26764"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=26764"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}