Meksika\u2019n\u0131n 12 ayl\u0131k enflasyon oran\u0131 nisan ay\u0131nda %4,45 oldu. Bu oran, %4,5\u2019lik beklentinin alt\u0131nda kald\u0131.<\/p>\n
Nisan enflasyonunun %4,45 ile bizim \u00f6ng\u00f6rd\u00fc\u011f\u00fcm\u00fcz %4,5\u2019in hafif alt\u0131nda gelmesi, Banxico (Meksika Merkez Bankas\u0131) \u00fczerindeki \u201c\u015fahin duru\u015funu\u201d (faizleri y\u00fcksek tutma e\u011filimi) koruma bask\u0131s\u0131n\u0131 bir miktar azaltt\u0131. Bu da, bankan\u0131n \u201ckademeli faiz indirim\u201d s\u00fcrecine devam edebilece\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc g\u00fc\u00e7lendiriyor. T\u00fcrev \u00fcr\u00fcn yat\u0131r\u0131mc\u0131lar\u0131 a\u00e7\u0131s\u0131ndan bu, para politikas\u0131 patikas\u0131n\u0131n (merkez bankas\u0131n\u0131n faiz y\u00f6n\u00fc) k\u0131sa vadede daha \u00f6ng\u00f6r\u00fclebilir hale geldi\u011fine i\u015faret ediyor.<\/p>\n
2025\u2019e d\u00f6n\u00fcp bakt\u0131\u011f\u0131m\u0131zda, Banxico\u2019nun \u00e7ekirdek enflasyon (enerji ve i\u015flenmemi\u015f g\u0131da gibi oynak kalemler hari\u00e7 tutulan enflasyon) beklenmedik \u015fekilde inat\u00e7\u0131 kal\u0131nca gev\u015feme d\u00f6ng\u00fcs\u00fcne (faiz indirim s\u00fcreci) ara verdi\u011fini ve gecelik faizi (merkez bankas\u0131n\u0131n k\u0131sa vadeli politika faizi) iki toplant\u0131 \u00fcst \u00fcste %9,75\u2019te sabit tuttu\u011funu g\u00f6rd\u00fck. Ancak bu yeni veri, haziran toplant\u0131s\u0131nda 25 baz puanl\u0131k (0,25 puan) bir indirim olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor. Bu nedenle TIIE swap\u2019lar\u0131nda (Meksika\u2019da g\u00f6sterge faiz TIIE\u2019ye dayal\u0131 faiz takas\u0131) sabit faiz \u201cal\u0131c\u0131\u201d y\u00f6nde (sabit faiz almak\/de\u011fi\u015fken faiz \u00f6demek; faizlerin d\u00fc\u015fece\u011fi beklentisiyle yap\u0131lan pozisyon) konumlanmak avantajl\u0131 olabilir; getiri e\u011frisinin (vadeye g\u00f6re faiz oranlar\u0131) a\u015fa\u011f\u0131 kaymas\u0131 beklenebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Meksika\u2019da nisan enflasyonu %4,45 ile beklenti alt\u0131 geldi; Banxico\u2019nun \u015fahin bask\u0131s\u0131 hafifledi. Piyasalar haziranda 25 baz puan indirimi fiyatl\u0131yor; TIIE swap\u2019lar\u0131nda sabit al\u0131m \u00f6ne \u00e7\u0131k\u0131yor.<\/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-46389","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\/46389","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=46389"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46389\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46389"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46389"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46389"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}