{"id":29824,"date":"2026-03-07T04:57:52","date_gmt":"2026-03-07T04:57:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/ing-ekonomistleri-enflasyon-ve-ticaret-gostergelerinin-ilimli-bir-toparlanmaya-isaret-etmesiyle-subat-tufenin-yillik-bazda-10a-ulasmasini-bekliyor\/"},"modified":"2026-03-07T04:57:52","modified_gmt":"2026-03-07T04:57:52","slug":"ing-ekonomistleri-enflasyon-ve-ticaret-gostergelerinin-ilimli-bir-toparlanmaya-isaret-etmesiyle-subat-tufenin-yillik-bazda-10a-ulasmasini-bekliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ing-ekonomistleri-enflasyon-ve-ticaret-gostergelerinin-ilimli-bir-toparlanmaya-isaret-etmesiyle-subat-tufenin-yillik-bazda-10a-ulasmasini-bekliyor\/","title":{"rendered":"ING ekonomistleri, enflasyon ve ticaret g\u00f6stergelerinin \u0131l\u0131ml\u0131 bir toparlanmaya i\u015faret etmesiyle \u015fubat T\u00dcFE\u2019nin y\u0131ll\u0131k bazda %1,0\u2019a ula\u015fmas\u0131n\u0131 bekliyor"},"content":{"rendered":"\u00c7in, gelecek pazartesi \u015fubat ay\u0131 T\u00dcFE (T\u00fcketici Fiyat Endeksi: t\u00fcketicinin \u00f6dedi\u011fi fiyatlar\u0131n genel d\u00fczeyi) enflasyon verisini a\u00e7\u0131klayacak. \u015eubat T\u00dcFE\u2019nin y\u0131ll\u0131k bazda (ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re) %1,0 gelmesi bekleniyor; bu tahmin Ay Yeni Y\u0131l\u0131 (Lunar New Year: \u00c7in\u2019de tatil ve harcama d\u00fczenini de\u011fi\u015ftiren d\u00f6nem) etkileriyle ili\u015fkilendiriliyor.\n\nOrta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalarla ba\u011flant\u0131l\u0131 daha y\u00fcksek petrol fiyatlar\u0131n\u0131n etkisinin daha sonra g\u00f6r\u00fclmesi bekleniyor. Etkinin \u015fubat yerine mart verilerine yans\u0131mas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.\n\n

\u015eubat Enflasyonu ve Ay Yeni Y\u0131l\u0131 Etkileri<\/h3>\nY\u0131l\u0131n ilk iki ay\u0131na ait d\u0131\u015f ticaret verilerinin sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klanmas\u0131 planlan\u0131yor. Ocak ve \u015fubat d\u00f6neminde ihracat\u0131n y\u0131ll\u0131k bazda %9,3, ithalat\u0131n ise %8,5 artaca\u011f\u0131 tahmin ediliyor.\n\nBu sonu\u00e7lar, \u00c7in\u2019i 188,1 milyar dolarl\u0131k d\u0131\u015f ticaret fazlas\u0131yla (ihracat\u0131n ithalattan fazla olmas\u0131) b\u0131rak\u0131r. Yaz\u0131da, i\u00e7eri\u011fin bir yapay zek\u00e2 arac\u0131yla \u00fcretildi\u011fi ve bir edit\u00f6r taraf\u0131ndan kontrol edildi\u011fi belirtiliyor.\n\n

Ticaret ve Kur Etkileri<\/h3>\n\u015eubat 2026 i\u00e7in a\u00e7\u0131klanan son resmi imalat PMI (Sat\u0131nalma Y\u00f6neticileri Endeksi: 50\u2019nin \u00fcst\u00fc b\u00fcy\u00fcme, alt\u0131 daralma anlam\u0131na gelir) 50,1 oldu; bu seviye b\u00fcy\u00fcme s\u0131n\u0131r\u0131n\u0131n hemen \u00fczerinde ve bir y\u0131l \u00f6nceki \u015eubat 2025\u2019te g\u00f6r\u00fclen 50,9\u2019un alt\u0131nda. Bu, toparlanman\u0131n k\u0131r\u0131lgan oldu\u011funa i\u015faret ediyor ve z\u0131mni oynakl\u0131\u011f\u0131n (opsiyon fiyatlar\u0131na yans\u0131yan beklenen dalgalanma) d\u00fc\u015f\u00fck fiyatlanm\u0131\u015f olabilece\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Bu \u00e7er\u00e7evede, iShares China Large-Cap ETF (FXI) \u00fczerinde straddle (ayn\u0131 vadede hem al\u0131m hem sat\u0131m opsiyonu alma; fiyat hangi y\u00f6ne sert giderse gitsin faydalanmay\u0131 hedefler) alma fikri \u00f6ne \u00e7\u0131k\u0131yor.\n\nPetrol fiyatlar\u0131, 2025\u2019te gecikmeli bir unsurken \u015fimdi daha g\u00f6r\u00fcn\u00fcr bir risk: Brent petrol varil ba\u015f\u0131na 80 dolar\u0131n \u00fczerinde seyrediyor. Bu, \u00c7in\u2019de bir\u00e7ok sekt\u00f6r i\u00e7in do\u011frudan girdi maliyeti (\u00fcretimde kullan\u0131lan temel maliyet kalemi) oldu\u011fundan, ge\u00e7en y\u0131la g\u00f6re daha belirgin bir bask\u0131 yarat\u0131yor. Yat\u0131r\u0131mc\u0131lar\u0131n bak\u0131r gibi sanayi metallerindeki vadeli i\u015flemleri (futures: belirli bir tarihte belirli fiyattan al\u0131m-sat\u0131m taahh\u00fcd\u00fc i\u00e7eren s\u00f6zle\u015fme) izlemesi \u00f6neriliyor; \u00e7\u00fcnk\u00fc \u00c7in\u2019de ithalattaki g\u00fc\u00e7, devlet destekli altyap\u0131 harcamalar\u0131yla (kamu \u00f6nc\u00fcl\u00fc\u011f\u00fcnde yat\u0131r\u0131m) ba\u011flant\u0131l\u0131 olabilir. Ancak enerji maliyetleri k\u00e2r marjlar\u0131n\u0131 (sat\u0131\u015f fiyat\u0131 ile maliyet aras\u0131ndaki fark) s\u0131k\u0131\u015ft\u0131r\u0131rsa bu tablo kal\u0131c\u0131 olmayabilir.\n

\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n – Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

Piyasalar nefesini tuttu: \u00c7in pazartesi \u015fubat T\u00dcFE\u2019yi a\u00e7\u0131kl\u0131yor; beklenti %1,0. Ay Yeni Y\u0131l\u0131 etkisi \u00f6ne \u00e7\u0131karken petrol bask\u0131s\u0131 martta g\u00f6r\u00fclebilir. Ticarette g\u00fc\u00e7l\u00fc art\u0131\u015f, k\u0131r\u0131lgan PMI ve FXI straddle g\u00fcndemde.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-29824","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=29824"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29824\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}