{"id":26338,"date":"2025-04-28T09:36:13","date_gmt":"2025-04-28T09:36:13","guid":{"rendered":"https:\/\/netbakis.net\/?p=26338"},"modified":"2025-04-28T09:36:14","modified_gmt":"2025-04-28T09:36:14","slug":"iktisatbank-piyasa-analizi-iyimserlikten-belirsizlige-rezervlerde-erime-dovizde-baski","status":"publish","type":"post","link":"https:\/\/netbakis.net\/tr\/26338\/","title":{"rendered":"\u0130ktisatbank piyasa analizi: \u0130yimserlikten belirsizli\u011fe; rezervlerde erime, d\u00f6vizde bask\u0131&#8230;"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u0130ktisatbank, 28 Nisan 2025\u2019e ili\u015fkin piyasa analiz raporunu yay\u0131mlad\u0131. Raporda, &#8220;\u0130yimserlikten belirsizli\u011fe; rezervlerde erime, d\u00f6vizde bask\u0131&#8230;&#8221; ifadeleri kullan\u0131ld\u0131.<br><br>\u0130ktisatbank&#8217;\u0131n 28 Nisan 2025&#8217;e ili\u015fkin G\u00fcnl\u00fck Piyasa Analiz ve Yorumu \u015fu \u015fekilde:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">T\u00fcrk mali piyasalar\u0131na y\u00f6nelik uzun bir s\u00fcredir esen iyimser r\u00fczg\u00e2rlar\u0131n yerini, son g\u00fcnlerde, cevaps\u0131z sorular\u0131n teslim ald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Gelin hep birlikte son be\u015f haftay\u0131 inceleyelim. 19 Mart tarihinde T\u00fcrkiye siyasetinde ya\u015fanan iklim de\u011fi\u015fikli\u011fi ard\u0131ndan, TCMB&#8217;nin swap h\u00e2ri\u00e7 net yabanc\u0131 pozisyonu 47,6 milyar dolar azald\u0131. 24 Nisan val\u00f6rl\u00fc i\u015flemleri kapsayan en g\u00fcncel veri, bir g\u00fcnde 6,4 milyar dolar azalmaya i\u015faret etti. Bu rakam\u0131n neredeyse 2 milyar dolardan fazlas\u0131ndan, alt\u0131n fiyatlar\u0131n\u0131n 3,500 dolardan 3,300 dolara \u00e7ekilmesinin pay\u0131 oldu\u011fu d\u00fc\u015f\u00fcn\u00fclse de, kalan 4 milyar dolardan fazla k\u0131sm\u0131n\u0131n ise erime oldu\u011funu s\u00f6ylememiz gerekiyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Biraz daha b\u00fcy\u00fck resimden bakmak gerekirse, Cumhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imi d\u00f6neminde (Haziran 2023) eksi 77 milyar dolardan \u015eubat 2025 ortas\u0131 art\u0131 60 milyar dolara kadar y\u00fckselen TCMB&#8217;nin net d\u00f6viz pozisyonu, rezervlere y\u00f6nelik soru i\u015faretlerini topyek\u00fbn ortadan kald\u0131rm\u0131\u015ft\u0131. L\u00e2kin, son be\u015f haftada yat\u0131r\u0131mc\u0131 g\u00fcvenini zedeleyen geli\u015fmeler ard\u0131ndan, man\u015fet rakam\u0131n 11,2 milyar dolar seviyesine kadar geriledi\u011finin alt\u0131n\u0131 \u00e7izmemiz gerekiyor (bak\u0131n\u0131z grafik). Bunu da \u00e7ok a\u00e7\u0131k bir \u015fekilde, tablonun yeniden bozulmaya y\u00fcz tuttu\u011fu y\u00f6n\u00fcnde okuyoruz. Daha da basit bir anlat\u0131mla, t\u0131pk\u0131 bir ordunun sava\u015fta en g\u00fc\u00e7l\u00fc envanteri silah g\u00fcc\u00fc ise, TCMB&#8217;nin son g\u00fcnlerde &#8216;g\u00fcc\u00fcn\u00fcn&#8217; azalmaya ba\u015flamas\u0131, d\u00fc\u015fmanlar\u0131n\u0131n da i\u015ftah\u0131n\u0131 kabartabilir. Bu benzetmeyi finans piyasalar\u0131na uyarlarsak, TCMB&#8217;nin net d\u00f6viz pozisyonu yeniden negatif tarafa ge\u00e7erse, d\u00f6vize y\u00f6nelik son haftalarda ba\u015flayan talebin ivme kazanmaya ba\u015flayabilece\u011fini g\u00f6z ard\u0131 etmiyoruz.<\/p>","protected":false},"excerpt":{"rendered":"<p>\u0130ktisatbank, 28 Nisan 2025\u2019e ili\u015fkin piyasa analiz raporunu yay\u0131mlad\u0131. Raporda, &#8220;\u0130yimserlikten belirsizli\u011fe; rezervlerde erime, d\u00f6vizde bask\u0131&#8230;&#8221; ifadeleri kullan\u0131ld\u0131. \u0130ktisatbank&#8217;\u0131n 28 Nisan 2025&#8217;e ili\u015fkin G\u00fcnl\u00fck Piyasa Analiz ve Yorumu \u015fu \u015fekilde: T\u00fcrk mali piyasalar\u0131na y\u00f6nelik uzun bir s\u00fcredir esen iyimser r\u00fczg\u00e2rlar\u0131n yerini, son g\u00fcnlerde, cevaps\u0131z sorular\u0131n teslim ald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Gelin hep birlikte son be\u015f haftay\u0131 inceleyelim. [&hellip;]<\/p>","protected":false},"author":1,"featured_media":5157,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[81],"tags":[],"class_list":["post-26338","post","type-post","status-publish","format-standard","has-post-thumbnail","category-gundem"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u0130ktisatbank piyasa analizi: \u0130yimserlikten belirsizli\u011fe; rezervlerde erime, d\u00f6vizde bask\u0131... - NETBAKIS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/netbakis.net\/tr\/26338\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u0130ktisatbank piyasa analizi: \u0130yimserlikten belirsizli\u011fe; rezervlerde erime, d\u00f6vizde bask\u0131... - NETBAKIS\" \/>\n<meta property=\"og:description\" content=\"\u0130ktisatbank, 28 Nisan 2025\u2019e ili\u015fkin piyasa analiz raporunu yay\u0131mlad\u0131. Raporda, &#8220;\u0130yimserlikten belirsizli\u011fe; rezervlerde erime, d\u00f6vizde bask\u0131&#8230;&#8221; ifadeleri kullan\u0131ld\u0131. \u0130ktisatbank&#8217;\u0131n 28 Nisan 2025&#8217;e ili\u015fkin G\u00fcnl\u00fck Piyasa Analiz ve Yorumu \u015fu \u015fekilde: T\u00fcrk mali piyasalar\u0131na y\u00f6nelik uzun bir s\u00fcredir esen iyimser r\u00fczg\u00e2rlar\u0131n yerini, son g\u00fcnlerde, cevaps\u0131z sorular\u0131n teslim ald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Gelin hep birlikte son be\u015f haftay\u0131 inceleyelim. 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