Bloomberg HT’nin haberine g\u00f6re\u00a0\u0130\u015f Yat\u0131r\u0131m Ekonomisti Muammer K\u00f6m\u00fcrc\u00fco\u011flu, kurda rahatlama olsa dahi 3’\u00fcn alt\u0131na inmesini beklemedi\u011fini s\u00f6yledi.<\/p>\n
K\u00f6m\u00fcrc\u00fco\u011flu, “Y\u0131lba\u015f\u0131ndan beri varolan risklere dair bas\u0131nc\u0131n bir anda \u00e7\u00f6z\u00fcld\u00fc\u011f\u00fcn\u00fc g\u00f6r\u00fcyoruz. Piyasalar bir anda t\u00fcm olumsuzluklar\u0131 g\u00f6rmeye ba\u015flad\u0131. Moody’s karar\u0131n\u0131n bu anlamda tetikleyici oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n
TL i\u00e7in Fitch, Fed, geli\u015fmi\u015f \u00fclke Merkez Bankalar\u0131n\u0131n varl\u0131k al\u0131m\u0131n\u0131 azaltma endi\u015fesi, jeopolitik riskler ve Merkez Bankas\u0131 riskleri var. Merkez Bankas\u0131’n\u0131n b\u00fcy\u00fcme endi\u015fesi ve enflasyondaki gerilemeyle faiz indirimlerine devam edece\u011fi alg\u0131s\u0131 var, bu da kur \u00fczerinde bask\u0131ya neden oluyor” yorumunu yapt\u0131.<\/p>\n
K\u00f6m\u00fcrc\u00fco\u011flu “Bundan sonra 3 \u00fczerinde 3.05 yeni bir bant olacak gibi g\u00f6r\u00fcn\u00fcyor. Fed’in yar\u0131nki toplant\u0131 tutanaklar\u0131 faiz art\u0131\u015f\u0131 a\u00e7\u0131s\u0131ndan \u00f6nemli olacak. Bu s\u00fcre\u00e7te riskler devam edecek ama y\u0131l sonuna do\u011fru muhtemelen bu y\u00fckseli\u015f k\u0131smen y\u00f6n\u00fc a\u015fa\u011f\u0131 \u00e7evirecektir, Fed’den sonra rahatlama gelecektir. Ama bu rahatlaman\u0131n ard\u0131ndan 3’\u00fcn alt\u0131na inme s\u00fcrecinin ya\u015fanmayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum \u00e7\u00fcnk\u00fc T\u00fcrkiye \u00fczerindeki risklerin devam etti\u011fini g\u00f6r\u00fcyoruz” diye konu\u015ftu.<\/p>\n
Stratejist Yeliz Karabulut Bloomberg HT’ye kurda 3.17 seviyesinin g\u00f6r\u00fclebilece\u011fini belirtti. Karabulut, “Asl\u0131nda geldi\u011fimiz noktalar \u00e7ok anormal de\u011fil. Moodys’in not indirimi sonras\u0131nda kurda ani hareket g\u00f6rmedik ama kademeli y\u00fckseli\u015f ola\u011fan. Bundan sonra Fitch konusu, Fed’in faiz art\u0131r\u0131m s\u00fcreci var. Merkez Bankas\u0131’n\u0131n da ne kararlar alaca\u011f\u0131n\u0131 izleyece\u011fiz..<\/p>\n
\u015eu a\u015famada 3.05 \u00fczerindeki kur yukar\u0131 y\u00f6nl\u00fc riskleri tetikleyebilir. Bu seviyelerin \u00fczerindeki kur hareketleri 3.17 riskini ortaya \u00e7\u0131kar\u0131yor” dedi.<\/p>\n
<\/p>\n
Aberrdeen Asset Management K\u0131demli Yat\u0131r\u0131m M\u00fcd\u00fcr\u00fc Victor Szabo, T\u00fcrkiye’ye has bir tak\u0131m riskler ve artan petrol fiyatlar\u0131yla kurda negatif ayr\u0131\u015fman\u0131n devam edebilece\u011fini belirtti.<\/p>\n
\u0130nfo Yat\u0131r\u0131m FX Ara\u015ft\u0131rma Uzman\u0131 Cem G\u00f6nen Bloomberg HT’ye kurda yeni rekor g\u00f6r\u00fclebilece\u011fini s\u00f6yledi. G\u00f6nen; “15 Temmuz sonras\u0131 yakalanan rekora az kald\u0131 ama buna ra\u011fmen piyasa net \u015fekilde tepki vermedi. Tahvil taraf\u0131nda ciddi hareket yok, borsada ciddi sat\u0131\u015f bask\u0131s\u0131 yok. Kur taraf\u0131ndaki hareketi piyasa normal alg\u0131lad\u0131 gibi hissiyat var. Bu s\u00fcre\u00e7te geli\u015fen \u00fclke para birimlerinden net \u015fekilde negatif ayr\u0131\u015ft\u0131\u011f\u0131m\u0131z da g\u00f6r\u00fcl\u00fcyor. \u015eu an TL varl\u0131klar bir miktar daha negatif ayr\u0131\u015fmaya devam edebilir.<\/p>\n
Teknik olarak 3.08’in \u00fczerindeki fiyatlamalarla k\u0131sa vadede yeni rekor test edilebilir. Kanal\u0131n \u00fcst band\u0131 3.12-3.13 band\u0131na yak\u0131n olacak gibi duruyor” yorumunu yapt\u0131.<\/p>\n
HSCB Portf\u00f6y Y\u00f6netimi Stratejisti \u0130brahim Aksoy yollad\u0131\u011f\u0131 notta geli\u015fmekte olan piyasa para birimlerinin bug\u00fcn genel olarak Fed kayg\u0131lar\u0131yla dolar kar\u015f\u0131s\u0131nda de\u011fer kaybetti\u011fini hat\u0131rlatarak “Liran\u0131n seyri a\u00e7\u0131s\u0131ndan petrol fiyat\u0131ndaki hareketi izlemeye devam ediyoruz. Petrol fiyat\u0131nda 50 dolar seviyesine do\u011fru geri \u00e7ekilme veya Fed faiz art\u0131\u015f\u0131 kayg\u0131lar\u0131nda azalma lirada k\u0131smi rahatlama getirebilir” ifadesini kulland\u0131. Aksoy petrol fiyat\u0131ndaki art\u0131\u015f\u0131n ve Fed kayg\u0131lar\u0131n\u0131n devam etmesi durumunda kurda \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde 15 Temmuz sonras\u0131 g\u00f6rd\u00fc\u011f\u00fc 3.0960 tarihi zirvesini test edebilece\u011fini belirtti.<\/p>\n
Ak Yat\u0131r\u0131m ise yollad\u0131\u011f\u0131 notta, Dolar\/TL\u2019de 3.03 \u00fczerinde kal\u0131nd\u0131\u011f\u0131 s\u00fcrece yukar\u0131 y\u00f6nl\u00fc i\u015ftah\u0131n devam edebilece\u011fine dikkat \u00e7ekti.<\/p>\n
15 Temmuz’daki darbe giri\u015fimi sonras\u0131 kredi derecelendirme kurulu\u015fu S&P’nin T\u00fcrkiye’nin notunu d\u00fc\u015f\u00fcrmesinin ard\u0131ndan, dolar 20 Temmuz’da 3.0960 ile zirveyi test etmi\u015fti.<\/p>\n
Dolar\/TL saat 14:00 itibariyle 3.0815 seviyesinde.<\/p>\n\n","protected":false},"excerpt":{"rendered":"
Moody’s’in not indiriminden beri dolara kar\u015f\u0131 geli\u015fen \u00fclke paralar\u0131na k\u0131yasla en fazla de\u011fer kaybeden T\u00fcrk Liras\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcr\u00fcyor. \u00c7o\u011fu uzmana g\u00f6re dolar kurunda yeni rekor seviyeleri uzak de\u011fil. Bloomberg HT’nin haberine g\u00f6re\u00a0\u0130\u015f Yat\u0131r\u0131m Ekonomisti Muammer K\u00f6m\u00fcrc\u00fco\u011flu, kurda rahatlama olsa dahi 3’\u00fcn alt\u0131na inmesini beklemedi\u011fini s\u00f6yledi. K\u00f6m\u00fcrc\u00fco\u011flu, “Y\u0131lba\u015f\u0131ndan beri varolan risklere dair bas\u0131nc\u0131n bir anda \u00e7\u00f6z\u00fcld\u00fc\u011f\u00fcn\u00fc …<\/p>\n","protected":false},"author":4,"featured_media":240019,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[763],"tags":[32960,26054,48625],"class_list":["post-240018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gunun-olayi","tag-abd-dolari","tag-dolar","tag-dolar-ne-kadar"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts\/240018","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/comments?post=240018"}],"version-history":[{"count":0,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts\/240018\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/media\/240019"}],"wp:attachment":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/media?parent=240018"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/categories?post=240018"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/tags?post=240018"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}