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Morgan Stanley dolar daha da d\u00fc\u015fecek dedi<\/h1>\n

Morgan Stanley\u00a0<\/strong>T\u00fcrkiye ile ilgili kapsaml\u0131 rapor haz\u0131rlad\u0131. Covid-19 salg\u0131n\u0131yla birlikte k\u00fcresel ekonomi b\u00fcy\u00fck darbe al\u0131rken,\u00a0T\u00fcrk Liras\u0131<\/strong>\u00a0da de\u011fer kayb\u0131 ya\u015fad\u0131. Salg\u0131n\u0131n yan\u0131 s\u0131ra T\u00fcrkiye ekonomisinin zarar g\u00f6rmesini isteyen \u201cdolar cambazlar\u0131\u201d da TL\u2019nin de\u011fer kayb\u0131nda b\u00fcy\u00fck rol oynuyor.\u00a0Ancak al\u0131nan tedbirler ve\u00a0Merkez Bankas\u0131<\/strong>\u00a0politikalar\u0131 ile T\u00fcrk Liras\u0131 yeniden de\u011ferlenmeye ba\u015flad\u0131 ve buna devam ediyor. T\u00fcrkiye ekonomisinin batt\u0131\u011f\u0131na y\u00f6nelik kriz vurgusu yapanlar\u0131 ise d\u00fcnyaca \u00fcnl\u00fc bankalar\u0131n, finans kurulu\u015flar\u0131n\u0131n\u00a0tahminleri<\/strong>\u00a0yalanc\u0131 \u00e7\u0131kart\u0131yor.\u00a0Dolar kuru uzun bir aradan sonra 7 T\u00fcrk Liras\u0131\u2019n\u0131n alt\u0131n\u0131 g\u00f6rd\u00fc. Bu seviye en son 6 ay \u00f6nce g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Dolarda g\u00fcncel durum bu \u015fekildeyken, d\u00fcnyan\u0131n \u00f6nde gelen yat\u0131r\u0131m bankalar\u0131 Dolar\/TL ile alakal\u0131 olumlu a\u00e7\u0131klamalar\u0131 ardarda yapt\u0131. Amerikan yat\u0131r\u0131m bankas\u0131 Morgan Stanley, T\u00fcrk liras\u0131n\u0131n beklenenden fazla de\u011fer kazanabilece\u011fini ve dolar\u0131n 6.80 T\u00fcrk Liras\u0131na gerileyebilece\u011fini belirtti. Kas\u0131m ay\u0131nda\u00a0ekonomi\u00a0<\/strong>y\u00f6netiminde ger\u00e7ekle\u015fen de\u011fi\u015fiklik sonras\u0131nda banka taraf\u0131ndan dolar\u0131n 7\u00a0T\u00fcrk Liras\u0131<\/strong>\u2018na gerileyece\u011fi\u00a0\u00f6ng\u00f6r\u00fcs\u00fcnde bulundu\u011fu hat\u0131rlat\u0131ld\u0131 ve \u015fimdi bu seviyenin de alt\u0131na inme olas\u0131l\u0131\u011f\u0131 oldu\u011fu belirtildi.<\/p>\n<\/div>\n

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Enflasyon da gerilemeye ba\u015flayacak<\/h2>\n

Morgan Stanley<\/strong>\u00a0uzmanlar\u0131,\u00a0enflasyondaki y\u00fckseli\u015fin\u00a0\u00f6n\u00fcm\u00fczdeki aylarda da s\u00fcrmesini ve nisan ay\u0131nda y\u00fczde\u00a015.8\u2019e \u00e7\u0131kt\u0131ktan sonra gerilemesinin\u00a0beklediklerini de vurgulad\u0131.<\/p>\n

Morgan Stanley, enflasyondaki\u00a0bozulma nedeniyle\u00a0Merkez Bankas\u0131\u2019n\u0131n 100 baz puan daha faiz art\u0131r\u0131m\u0131 yapabilece\u011fi tahmininde bulundu. Raporda, faiz art\u0131r\u0131m\u0131n\u0131n Merkez Bankas\u0131\u2019n\u0131n \u015eubat de\u011fil Mart toplant\u0131s\u0131nda ger\u00e7ekle\u015febilece\u011fi belirtildi. Yat\u0131r\u0131m bankas\u0131, 100 baz puanl\u0131k olas\u0131 bir\u00a0faiz art\u0131r\u0131m\u0131n\u0131n T\u00fcrk Liras\u0131\u2019n\u0131n daha da de\u011ferlenmesini\u00a0sa\u011flayaca\u011f\u0131n\u0131 kaydetti.<\/p>\n

Morgan Stanley, \u00f6n\u00fcm\u00fczdeki\u00a0d\u00f6neme dair belirsiz olan noktalardan birinin,\u00a0enflasyonun nisan ay\u0131nda zirve yapmas\u0131\u00a0sonras\u0131nda Merkez Bankas\u0131\u2019n\u0131n\u00a0erken davranarak faiz indirimlerine\u00a0ba\u015flay\u0131p ba\u015flamayaca\u011f\u0131 oldu\u011funu da belirtti.<\/p>\n

HSBC dolar\/TL beklentisini d\u00fc\u015f\u00fcrd\u00fc<\/h3>\n

HSBC<\/a>, y\u0131l sonu dolar\/TL tahminini 7,10\u2019dan 6,50\u2019ye d\u00fc\u015f\u00fcrd\u00fc. Banka yapt\u0131\u011f\u0131 de\u011ferlendirmede cari a\u00e7\u0131kta d\u00fc\u015f\u00fc\u015f ve dolarizasyon e\u011filimindeki yava\u015flamay\u0131 kurdaki a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonunu neden olarak g\u00f6sterdi. Kurum de\u011ferlendirmesinde \u201cDolarizasyonun\u201d terse d\u00f6nmesi ve sermaye ak\u0131mlar\u0131 Merkez Bankas\u0131\u2019n\u0131n rezervlerini g\u00fc\u00e7lendirmesine kap\u0131y\u0131 aralayabilir. Bize g\u00f6re \u015feffaf, uygun bir d\u00f6viz\u00a0al\u0131m program\u0131\u00a0TL<\/strong>\u00a0aleyhine etki yaratmaz\u201d ifadelerini kulland\u0131. Kuruma g\u00f6re olas\u0131 bir d\u00f6viz al\u0131m program\u0131 makro ve finansal riskleri azaltaca\u011f\u0131ndan\u00a0T\u00fcrk Liras\u0131<\/strong>\u00a0i\u00e7in pozitif dahi olabilir.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Morgan Stanley dolar daha da d\u00fc\u015fecek dedi Morgan Stanley\u00a0T\u00fcrkiye ile ilgili kapsaml\u0131 rapor haz\u0131rlad\u0131. Covid-19 salg\u0131n\u0131yla birlikte k\u00fcresel ekonomi b\u00fcy\u00fck…<\/p>\n","protected":false},"author":4,"featured_media":47456,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4595],"tags":[248,4673,2760],"yoast_head":"\n