{"id":50067,"date":"2026-06-26T12:32:44","date_gmt":"2026-06-26T12:32:44","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/tayland-merkez-bankasi-fed-ile-politika-ayrismasinin-baht-uzerindeki-baskisi-surerken-faizi-100de-sabit-tuttu\/"},"modified":"2026-06-26T12:32:44","modified_gmt":"2026-06-26T12:32:44","slug":"tayland-merkez-bankasi-fed-ile-politika-ayrismasinin-baht-uzerindeki-baskisi-surerken-faizi-100de-sabit-tuttu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/tayland-merkez-bankasi-fed-ile-politika-ayrismasinin-baht-uzerindeki-baskisi-surerken-faizi-100de-sabit-tuttu\/","title":{"rendered":"Tayland Merkez Bankas\u0131, Fed ile politika ayr\u0131\u015fmas\u0131n\u0131n Baht \u00fczerindeki bask\u0131s\u0131 s\u00fcrerken faizi %1,00\u2019de sabit tuttu"},"content":{"rendered":"<p>Tayland Merkez Bankas\u0131 (BoT), 24 Haziran toplant\u0131s\u0131nda politika faizini %1,00 seviyesinde sabit b\u0131rakt\u0131; b\u00f6ylece \u00fcst \u00fcste ikinci kez oybirli\u011fiyle \u201cbekle-g\u00f6r\u201d karar\u0131 verilirken, bor\u00e7lanma maliyetleri de yakla\u015f\u0131k d\u00f6rt y\u0131l\u0131n en d\u00fc\u015f\u00fck d\u00fczeylerine yak\u0131n kald\u0131. Karar, \u0130ran sava\u015f\u0131 sonras\u0131 para birimlerini desteklemek ve enflasyon beklentilerini \u00e7\u0131palamak amac\u0131yla s\u0131k\u0131la\u015fmaya giden di\u011fer G\u00fcneydo\u011fu Asya merkez bankalar\u0131n\u0131n ad\u0131mlar\u0131ndan ayr\u0131\u015ft\u0131. DBS Group Research, BoT\u2019un 2026\u2019n\u0131n geri kalan\u0131nda da faizi sabit tutmas\u0131n\u0131 bekliyor; bu g\u00f6r\u00fcn\u00fcm, sabit getirili piyasa beklentileriyle de uyumlu.<\/p>\n\n<p>BoT, destekleyici (g\u00fcvercin) duru\u015fun d\u00fc\u015f\u00fck ve dengesiz seyreden toparlanmay\u0131 destekledi\u011fini, ge\u00e7ici ve arz kaynakl\u0131 enflasyon bask\u0131lar\u0131n\u0131 ise faizi indirip art\u0131rmak yerine \u201cg\u00f6rmezden gelerek\u201d izledi\u011fini belirtti. Banka 2026 b\u00fcy\u00fcme tahminini %1,5\u2019ten %2,3\u2019e y\u00fckseltirken, 2027 projeksiyonunu %2,0\u2019dan %1,8\u2019e indirdi. Enflasyon tahminleri de 2026 i\u00e7in %2,9\u2019dan %2,8\u2019e; 2027 i\u00e7in %1,5\u2019ten %1,4\u2019e \u00e7ekildi. Enflasyonun yak\u0131n vadede %1\u2013%3 hedef band\u0131n\u0131n \u00fczerinde seyrettikten sonra gelecek y\u0131l hedefin orta noktas\u0131n\u0131n alt\u0131na inmesi bekleniyor. Merkez bankas\u0131, Tayland baht\u0131n\u0131n ABD dolar\u0131 kar\u015f\u0131s\u0131ndaki son zay\u0131flamas\u0131n\u0131 ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) politika duru\u015fundaki de\u011fi\u015fime ba\u011flad\u0131.<\/p>\n\n<h3>Dura\u011fan Politika Faizinin Piyasa Etkileri<\/h3>\n\n<p>Bize g\u00f6re Tayland Merkez Bankas\u0131\u2019n\u0131n politika faizini %1,00\u2019da sabit tutma karar\u0131, \u00f6n\u00fcm\u00fczdeki birka\u00e7 hafta i\u00e7in \u00f6ng\u00f6r\u00fclebilir bir ortam yarat\u0131yor. Bu istikrar, k\u0131sa vadeli Tayland faiz t\u00fcrevlerinde ima edilen oynakl\u0131\u011f\u0131n muhtemelen d\u00fc\u015f\u00fck kalaca\u011f\u0131na i\u015faret ediyor. Merkez bankas\u0131 2026 boyunca sab\u0131rl\u0131 bir \u201cbeklemede kalma\u201d duru\u015fu sinyali verdi\u011finden, i\u015flemciler hareket eksikli\u011finden faydalanan stratejileri de\u011ferlendirebilir.<\/p>\n\n<p>Tayland\u2019\u0131n %1,00\u2019lik faizi ile ABD Fed\u2019in halihaz\u0131rda %5,50 seviyesindeki \u00e7ok daha y\u00fcksek faizi aras\u0131ndaki fark\u0131n b\u00fcy\u00fcmesi, Tayland baht\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 s\u00fcrd\u00fcrmesi muhtemel. USD\/THB paritesi son bir y\u0131lda yakla\u015f\u0131k 35,50\u2019den 36,80\u2019e y\u00fckseldi ve bu e\u011filimin devam edece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bu belirgin politika ayr\u0131\u015fmas\u0131na kar\u015f\u0131 USD\/THB al\u0131m (call) opsiyonlar\u0131 veya vadeli i\u015flemlerle pozisyon almak bize g\u00f6re mant\u0131kl\u0131 bir yan\u0131t.<\/p>\n\n<h3>Hisse Senetleri Ve Turizm G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\n\n<p>Merkez bankas\u0131, ekonomiyi desteklemek i\u00e7in enflasyonun hedef band\u0131n\u0131n \u00fczerinde seyretmesine tolerans g\u00f6stermeye istekli g\u00f6r\u00fcn\u00fcyor. May\u0131s 2026 enflasyon verisi %2,7 seviyesinde ger\u00e7ekle\u015firken, yetkililer bu fiyat bask\u0131lar\u0131n\u0131 ge\u00e7ici olarak de\u011ferlendiriyor. Odak noktas\u0131, bu y\u0131l i\u00e7in yaln\u0131zca %2,3 olan GSYH b\u00fcy\u00fcme tahminini desteklemek; bu da faiz art\u0131\u015flar\u0131n\u0131n yak\u0131n vadede g\u00fcndemde olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n\n<p>Bu destekleyici politika, Tayland hisse senetleri a\u00e7\u0131s\u0131ndan olumlu bir sinyal. Daha zay\u0131f baht, kritik \u00f6neme sahip turizm sekt\u00f6r\u00fcn\u00fc de destekliyor; sekt\u00f6r 2026\u2019n\u0131n ilk be\u015f ay\u0131nda 15 milyonu a\u015fk\u0131n uluslararas\u0131 ziyaret\u00e7iyi a\u011f\u0131rlad\u0131. Bu elveri\u015fli ko\u015fullar alt\u0131nda, SET50 endeksinde y\u00fckseli\u015f y\u00f6nl\u00fc stratejiler i\u00e7in f\u0131rsatlar g\u00f6r\u00fcyoruz.<\/p>\n\n\n\n<p><b>Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr-mena\/trade-now\">buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>BoT faizi %1,00\u2019da sabit tutarak \u201cbekle-g\u00f6r\u201de devam etti; 2026\u2019da da de\u011fi\u015fim beklenmiyor. Fed\u2019le makas baht\u0131 zay\u0131flatabilir; d\u00fc\u015f\u00fck oynakl\u0131k, turizm ve SET50 i\u00e7in destekleyici.<\/p>\n","protected":false},"author":87,"featured_media":50066,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50067","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/50067","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=50067"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/50067\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50066"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=50067"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=50067"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=50067"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}