Bank of America (BofA) Global Research, Nisan ay\u0131 enflasyon verilerinin beklentilerin \u00fczerinde gelmesinin ard\u0131ndan T\u00fcrkiye i\u00e7in 2026 y\u0131l sonu enflasyon tahminini y\u00fczde 28,5\u2019ten y\u00fczde 30\u2019a \u00e7\u0131kard\u0131. Banka, TCMB\u2019nin faiz indirimlerine Eyl\u00fcl ay\u0131ndan \u00f6nce ba\u015flamayaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/p>\n
BofA ekonomisti Hande K\u00fc\u00e7\u00fck taraf\u0131ndan haz\u0131rlanan 8 May\u0131s tarihli \u201cT\u00fcrkiye Watch\u201d raporunda, Nisan ay\u0131 T\u00fcketici Fiyat Endeksi\u2019ndeki (T\u00dcFE) beklenti \u00fcst\u00fc art\u0131\u015f\u0131n geni\u015f tabanl\u0131 enflasyonist bask\u0131lara i\u015faret etti\u011fi belirtildi. Bu geli\u015fme do\u011frultusunda y\u0131l sonu enflasyon tahmini y\u00fczde 30\u2019a y\u00fckseltilirken, ortalama Brent petrol fiyat beklentisi ise varil ba\u015f\u0131na 93 dolar olarak sabit tutuldu.<\/p>\n
Raporda, TCMB\u2019nin Nisan ay\u0131 Para Politikas\u0131 Kurulu toplant\u0131s\u0131nda faizi sabit tutmas\u0131 ve sonras\u0131ndaki ileti\u015fim dilinin n\u00f6tr tonu g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, yeni bir faiz art\u0131r\u0131m\u0131 i\u00e7in e\u015fi\u011fin olduk\u00e7a y\u00fcksek oldu\u011fu vurguland\u0131. TCMB Ba\u015fkan\u0131 Karahan\u2019\u0131n Meclis Komisyonu\u2019ndaki sunumunda enerji kaynakl\u0131 bask\u0131lar\u0131n s\u00fcrece\u011fini belirtmesine ra\u011fmen, mesaj\u0131n mevcut s\u0131k\u0131 duru\u015fun korunaca\u011f\u0131 y\u00f6n\u00fcnde oldu\u011fu analizi yap\u0131ld\u0131.<\/p>\n
BofA\u2019n\u0131n beklentisine g\u00f6re, enflasyon May\u0131s ay\u0131nda y\u00fczde 33 civar\u0131nda zirve yapacak ve A\u011fustos ay\u0131na kadar kademeli olarak y\u00fczde 31\u2019e gerileyecek. Bu tablonun ger\u00e7ekle\u015fmesi durumunda, Eyl\u00fcl ay\u0131ndan itibaren TLREF\u2019te (efektif fonlama oran\u0131) yakla\u015f\u0131k 300 baz puanl\u0131k bir gev\u015feme g\u00f6r\u00fclebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
BofA, jeopolitik geli\u015fmelerin ve rezerv dinamiklerinin TCMB\u2019nin kararlar\u0131nda kritik rol oynamaya devam edece\u011fini belirtti. \u00d6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki aksamalar enflasyon \u00fczerinde yukar\u0131 y\u00f6nl\u00fc risk olu\u015ftururken, b\u00fcy\u00fcmedeki yava\u015flama a\u015fa\u011f\u0131 y\u00f6nl\u00fc risk fakt\u00f6r\u00fc olarak de\u011ferlendiriliyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
BofA, Nisan enflasyonu sonras\u0131 T\u00fcrkiye y\u0131l sonu enflasyon tahminini y\u00fczde 30\u2019a \u00e7\u0131kard\u0131. TCMB\u2019nin faiz indirimine Eyl\u00fcl\u2019den \u00f6nce ba\u015flamayaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Bank of America (BofA) Global Research, Nisan ay\u0131 enflasyon verilerinin beklentilerin \u00fczerinde gelmesinin ard\u0131ndan T\u00fcrkiye i\u00e7in 2026 y\u0131l sonu enflasyon tahminini y\u00fczde 28,5\u2019ten y\u00fczde 30\u2019a \u00e7\u0131kard\u0131. Banka, TCMB\u2019nin faiz indirimlerine Eyl\u00fcl ay\u0131ndan \u00f6nce ba\u015flamayaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor. BofA […]<\/p>\n","protected":false},"author":1,"featured_media":176,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[81,65,67,71,77,61,75,35,79,73,69],"class_list":["post-175","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analiz","tag-bloomberg-ht","tag-bofa","tag-enflasyon-tahmini","tag-faiz-indirimi","tag-hande-kucuk","tag-jeopolitik-risk","tag-nisan-enflasyonu","tag-tcmb","tag-tlref","tag-tufe","tag-turkiye-enflasyonu"],"_links":{"self":[{"href":"https:\/\/zamansesi.com\/index.php?rest_route=\/wp\/v2\/posts\/175","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zamansesi.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/zamansesi.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/zamansesi.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/zamansesi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=175"}],"version-history":[{"count":4,"href":"https:\/\/zamansesi.com\/index.php?rest_route=\/wp\/v2\/posts\/175\/revisions"}],"predecessor-version":[{"id":180,"href":"https:\/\/zamansesi.com\/index.php?rest_route=\/wp\/v2\/posts\/175\/revisions\/180"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/zamansesi.com\/index.php?rest_route=\/wp\/v2\/media\/176"}],"wp:attachment":[{"href":"https:\/\/zamansesi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/zamansesi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/zamansesi.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}