BBH, Hindistan Merkez Bankas\u0131\u2019n\u0131n (RBI), Polonya Merkez Bankas\u0131\u2019n\u0131n (NBP), Peru Merkez Bankas\u0131\u2019n\u0131n (BCRP) ve Kore Merkez Bankas\u0131\u2019n\u0131n (BOK) bu haftaki toplant\u0131lar\u0131nda politika faizini sabit tutmas\u0131n\u0131 bekliyor. Ancak bu \u201cfaizi de\u011fi\u015ftirmeme\u201d beklentisinin risk y\u00f6n\u00fc d\u00f6rt banka i\u00e7in farkl\u0131.<\/p>\n
RBI\u2019nin \u00e7ar\u015famba g\u00fcn\u00fc politika faizini ikinci toplant\u0131 \u00fcst \u00fcste %5,25\u2019te tutmas\u0131 bekleniyor. Olas\u0131 de\u011fi\u015fiklik, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn zay\u0131flamas\u0131 nedeniyle \u201cn\u00f6tr duru\u015f\u201dtan \u201cs\u0131k\u0131la\u015ft\u0131r\u0131c\u0131 (k\u0131s\u0131tlay\u0131c\u0131) duru\u015f\u201da ge\u00e7i\u015f olabilir (yani banka, ileride faiz indirimi yerine daha s\u0131k\u0131 para politikas\u0131n\u0131 tercih edece\u011fi mesaj\u0131n\u0131 verir).<\/p>\n
NBP\u2019nin 4 Mart\u2019ta 25 baz puanl\u0131k (bps; y\u00fczde puan\u0131n y\u00fczde biri, yani 0,01) indirim sonras\u0131 per\u015fembe g\u00fcn\u00fc politika faizini %3,75\u2019te tutmas\u0131 bekleniyor. Faiz swaplar\u0131 (faiz takas\u0131; yat\u0131r\u0131mc\u0131lar\u0131n sabit ve de\u011fi\u015fken faiz \u00f6demelerini takas etti\u011fi t\u00fcrev \u00fcr\u00fcn) \u00f6n\u00fcm\u00fczdeki 12 ayda toplam 60 baz puan faiz art\u0131\u015f\u0131 fiyatl\u0131yor.<\/p>\n
BCRP\u2019nin per\u015fembe g\u00fcn\u00fc yedinci toplant\u0131 \u00fcst \u00fcste faizi %4,25\u2019te tutmas\u0131 bekleniyor. Man\u015fet (genel) ve \u00e7ekirdek T\u00dcFE (\u00e7ekirdek enflasyon; g\u0131da ve enerji gibi oynak kalemler hari\u00e7) martta y\u00fckseldi ve bankan\u0131n %1-%3 hedef band\u0131n\u0131n \u00fczerine \u00e7\u0131kt\u0131; bu da faiz art\u0131\u015f\u0131 ihtimalini tamamen d\u0131\u015flam\u0131yor.<\/p>\n
BOK\u2019un cuma g\u00fcn\u00fc yedinci toplant\u0131 \u00fcst \u00fcste politika faizini %2,50\u2019de tutmas\u0131 bekleniyor. Olas\u0131 de\u011fi\u015fiklik, \u00f6n\u00fcm\u00fczdeki alt\u0131 ay i\u00e7in \u201cfaizler sabit kal\u0131r\u201d beklentisi yerine daha \u201c\u015fahin\u201d (enflasyonla m\u00fccadele i\u00e7in daha y\u00fcksek faiz yanl\u0131s\u0131) bir patikaya i\u015faret etmesi olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Piyasalar diken \u00fcst\u00fcnde: BBH, RBI, NBP, BCRP ve BOK\u2019un bu hafta faizi sabit b\u0131rakmas\u0131n\u0131 bekliyor. Ancak risk asimetrik: Hindistan\u2019da duru\u015f s\u0131k\u0131la\u015fabilir; Polonya, Peru ve Kore\u2019de \u015fahinle\u015fme konu\u015fuluyor.<\/p>\n","protected":false},"author":0,"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-44132","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\/44132","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"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=44132"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44132\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44132"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44132"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}