{"id":52510,"date":"2017-12-15T08:19:51","date_gmt":"2017-12-15T05:19:51","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=52510"},"modified":"2017-12-15T08:19:51","modified_gmt":"2017-12-15T05:19:51","slug":"ali-agaoglu-merkez-mis-gibi-yapti","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/ali-agaoglu-merkez-mis-gibi-yapti\/","title":{"rendered":"Ali A\u011fao\u011flu – Merkez \u201c…m\u0131\u015f gibi\u201d yapt\u0131!"},"content":{"rendered":"
D\u00fcn yap\u0131lan Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131ndan \u201cfaiz art\u0131r\u0131yormu\u015f\u201d gibi yapma karar\u0131 \u00e7\u0131kt\u0131. Marjinal fonlama faizi, bor\u00e7 alma ve \u201cpolitika faizi\u201d olan haftal\u0131k repo faizi art\u0131r\u0131lmam\u0131\u015f gibi sabit b\u0131rak\u0131l\u0131rken \u201ci\u015fg\u00f6ren\u201d faiz olan Ge\u00e7 Likidite Penceresi (GLP) 50 baz puan art\u0131r\u0131ld\u0131. Piyasa beklentisi GLP\u2019de 100 baz puan ve belki de bir \u201c\u00e7\u0131t\u201d \u00fczerinde bir art\u0131\u015f idi. Benim beklentim 75 baz puanl\u0131k bir art\u0131\u015f ile en az\u0131ndan GLP\u2019nin son a\u00e7\u0131klanan y\u00fczde 12.98\u2019lik T\u00dcFE\u2019yi; ge\u00e7mesinden ge\u00e7tim; yakalanabilmesiydi.
\nPiyasa beklentilerinin gerisinde kalan bu art\u0131\u015f ile TCMB \u201cfaiz art\u0131rm\u0131\u015f\u201d gibi yap\u0131nca piyasa tepkisini dolar\/TL kurlar\u0131n\u0131 y\u00fckselterek verdi.<\/p>