EUR\/HUF pazartesi g\u00fcn\u00fc sert d\u00fc\u015ft\u00fc. Euro zay\u0131flarken parite \u015eubat 2022\u2019den bu yana en d\u00fc\u015f\u00fck seviyesine indi. Parite 367 civar\u0131nda, g\u00fcn i\u00e7inde yakla\u015f\u0131k %2,25 a\u015fa\u011f\u0131da i\u015flem g\u00f6rd\u00fc.<\/p>\n
Macar Forinti, muhalefet lideri P\u00e9ter Magyar\u2019\u0131n se\u00e7im zaferinin ard\u0131ndan g\u00fc\u00e7lendi. Magyar\u2019\u0131n Tisza partisi 199 sandalyeli parlamentoda oylar\u0131n %53,6\u2019s\u0131n\u0131 alarak 138 sandalye kazand\u0131 ve Viktor Orb\u00e1n\u2019\u0131n 16 y\u0131ll\u0131k iktidar\u0131 sona erdi.<\/p>\n
S\u00fcper \u00e7o\u011funlukla Magyar Anayasa\u2019y\u0131 de\u011fi\u015ftirebilir. Hukukun \u00fcst\u00fcnl\u00fc\u011f\u00fcn\u00fc yeniden tesis edece\u011fini (yani kurumlar\u0131n keyfi siyasi m\u00fcdahalelerden uzak, kurallara g\u00f6re i\u015flemesini), yolsuzlukla m\u00fccadele edece\u011fini, demokratik kurumlar\u0131 g\u00fc\u00e7lendirece\u011fini ve Avrupa Birli\u011fi ile ili\u015fkileri yeniden d\u00fczenleyece\u011fini s\u00f6yledi.<\/p>\n
Orb\u00e1n\u2019\u0131n gidi\u015fi, Macaristan\u2019\u0131n Rusya\u2019ya yak\u0131nl\u0131\u011f\u0131n\u0131n azalmas\u0131 ve Ukrayna\u2019ya destek nedeniyle AB ile ya\u015fanan gerilimin yumu\u015famas\u0131 olarak g\u00f6r\u00fcl\u00fcyor. Bu da ask\u0131da tutulan AB fonlar\u0131n\u0131n serbest kalabilece\u011fi beklentisini art\u0131rd\u0131; daha \u00f6nce bloke edilen 90 milyar avroluk kredi paketi de buna dahil.<\/p>\n
BHH raporuna g\u00f6re siyasi risk primi (yat\u0131r\u0131mc\u0131lar\u0131n \u201c\u00fclke siyaseti\u201d kaynakl\u0131 belirsizlik i\u00e7in talep etti\u011fi ek getiri) d\u00fc\u015ft\u00fck\u00e7e Forint y\u00fckselebilir. Raporda, se\u00e7im sonucunun AB i\u00e7indeki siyasi par\u00e7alanma riskini s\u0131n\u0131rl\u0131 da olsa azaltarak Euro i\u00e7in hafif olumlu oldu\u011fu belirtildi. Goldman Sachs ise Euro\u2019ya yak\u0131nsama (ekonomik g\u00f6stergelerin Euro B\u00f6lgesi standartlar\u0131na yakla\u015fmas\u0131) kapsam\u0131nda Macaristan\u2019\u0131n enflasyon hedefinin %3\u2019ten Euro B\u00f6lgesi\u2019nin %2 seviyesine indirilebilece\u011fini s\u00f6yledi.<\/p>\n
Hedefin d\u00fc\u015fmesi, uzun vadeli tahvil faizlerinin (uzun vadeli devlet bor\u00e7lanma maliyetinin) gerilemesi anlam\u0131na gelebilir; bu da zaman i\u00e7inde Forint\u2019i destekleyebilir. Ancak EUR\/HUF daha sonra, ABD\u2013\u0130ran gerilimine ba\u011fl\u0131 geni\u015f \u00e7apl\u0131 d\u00f6viz oynakl\u0131\u011f\u0131 nedeniyle kay\u0131plar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri ald\u0131; hafta sonu \u0130slamabad\u2019daki g\u00f6r\u00fc\u015fmelerde anla\u015fma sa\u011flanamad\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u015eok d\u00fc\u015f\u00fc\u015f: EUR\/HUF %2,25 gerileyip 367\u2019ye indi, \u015eubat 2022\u2019den beri en d\u00fc\u015f\u00fck. Orb\u00e1n gitti; P\u00e9ter Magyar s\u00fcper \u00e7o\u011funlukla geldi. AB fonlar\u0131 a\u00e7\u0131labilir, risk primi d\u00fc\u015fer, Forint g\u00fc\u00e7lenir.<\/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-44467","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\/44467","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=44467"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44467\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44467"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44467"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44467"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}