{"id":12585,"date":"2021-03-23T11:30:06","date_gmt":"2021-03-23T10:30:06","guid":{"rendered":"https:\/\/www.lekolin.org\/?p=12585"},"modified":"2021-03-23T11:30:09","modified_gmt":"2021-03-23T10:30:09","slug":"dibe-batan-turkiye-ekonomisi-ve-uluslararasi-bankalarin-yorumlari","status":"publish","type":"post","link":"https:\/\/www.lekolin.org\/ku\/dibe-batan-turkiye-ekonomisi-ve-uluslararasi-bankalarin-yorumlari\/","title":{"rendered":"Dibe Batan T\u00fcrkiye Ekonomisi ve Uluslararas\u0131 Bankalar\u0131n Yorumlar\u0131"},"content":{"rendered":"\n

HABER MERKEZ\u0130<\/strong>– Merkez Bankas\u0131’ndaki g\u00f6rev de\u011fi\u015fikli\u011finin ard\u0131ndan TL’\u2019nin dibe do\u011fru h\u0131zla d\u00fc\u015f\u00fc\u015f\u00fc Uluslararas\u0131 bankalar\u0131n da g\u00fcndemine girdi.<\/p>\n\n\n\n

Naci A\u011fbal’\u0131n Merkez Bankas\u0131 ba\u015fkanl\u0131\u011f\u0131ndan al\u0131nmas\u0131 sonras\u0131 TL’nin dibe do\u011fru h\u0131zla d\u00fc\u015f\u00fc\u015f\u00fc uluslararas\u0131 bankalar\u0131n da g\u00fcndeminde. Kuzey Avrupa’n\u0131n en b\u00fcy\u00fck finans grubu olan \u0130skandinav Nordea \u201cErdo\u011fan Y\u00f6netti\u011fi S\u00fcrece \u0130yimser Olmayaca\u011f\u0131z\u201d a\u00e7\u0131klamas\u0131 yaparken, Deutsche Bank ‘TL’deki zay\u0131fl\u0131\u011f\u0131n rezerv kullan\u0131m\u0131yla kontrol alt\u0131na al\u0131nmas\u0131na \u015f\u00fcpheyle yakla\u015f\u0131ld\u0131\u011f\u0131n\u0131’ belirtti.<\/p>\n\n\n\n

Reuters muhabiri Divya Chowdhury’nin derlemesine g\u00f6re, \u00f6nde gelen uluslararas\u0131 bankalar\u0131n T\u00fcrkiye’de ya\u015fananlara ili\u015fkin g\u00f6r\u00fc\u015fleri \u015f\u00f6yle:<\/p>\n\n\n\n

NORDEA: ERDO\u011eAN Y\u00d6NETT\u0130\u011e\u0130 S\u00dcRECE \u0130Y\u0130MSER OLMAYACA\u011eIZ<\/strong><\/p>\n\n\n\n

Kuzey Avrupa’n\u0131n en b\u00fcy\u00fck finans grubu olan \u0130skandinav Nordea’n\u0131n k\u00fcresel strateji b\u00f6l\u00fcm\u00fcn\u00fcn ba\u015fkan\u0131 Andreas Steno Larsen, “Merkez Bankas\u0131’n\u0131 fiilen Erdo\u011fan y\u00f6netti\u011fi s\u00fcrece, T\u00fcrk liras\u0131na kar\u015f\u0131 H\u0130\u00c7B\u0130R ZAMAN bo\u011fa pozisyonu (iyimser pozisyon) almayaca\u011f\u0131z. Bu arada T\u00fcrkiye’deki yeni \u00e7alkant\u0131, euro i\u00e7in dolardan daha b\u00fcy\u00fck bir mesele” payla\u015f\u0131m\u0131n\u0131 yapt\u0131.<\/p>\n\n\n\n

DEUTSCHE BANK: REZERVLER YEN\u0130DEN \u0130N\u015eA ED\u0130LEB\u0130LM\u0130\u015e DE\u011e\u0130L<\/strong><\/p>\n\n\n\n

Alman bankas\u0131 Deutsche Bank \u015fu a\u00e7\u0131klamay\u0131 yapt\u0131: “Merkez Bankas\u0131’n\u0131n ge\u00e7en y\u0131lki krizden bu yana rezervlerini hen\u00fcz \u00f6nemli \u00f6l\u00e7\u00fcde yeniden in\u015fa etmedi\u011fi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, piyasa, TL’deki zay\u0131fl\u0131\u011f\u0131n rezerv kullan\u0131m\u0131yla kontrol alt\u0131na al\u0131nmas\u0131 politikas\u0131n\u0131n bir tekrar\u0131n\u0131n ya\u015fanaca\u011f\u0131 konusunda \u015f\u00fcphe duyacakt\u0131r. [T\u00fcrkiye’ye dair] Faiz oranlar\u0131, enflasyon ve b\u00fcy\u00fcme konusundaki tahminlerimizin g\u00f6zden ge\u00e7irilmesi gerekecek.”<\/p>\n\n\n\n

SAXO BANK: SERMAYE KONTROL\u00dc END\u0130\u015eES\u0130 VAR<\/strong><\/p>\n\n\n\n

Danimarka merkezli yat\u0131r\u0131m bankas\u0131 Saxo Bank’in d\u00f6viz stratejileri b\u00f6l\u00fcm\u00fcn\u00fcn ba\u015fkan\u0131 John Hardy, “E\u011fer d\u00f6viz rezerviniz yoksa riskli bir i\u015f. E\u011fer faizleri yeniden a\u015fa\u011f\u0131 \u00e7ekerler ve lira yeniden hareket ederse, o zaman benim temel endi\u015fem, bir t\u00fcr sermaye kontrol\u00fcn\u00fcn getirilmesi y\u00f6n\u00fcnde olur” dedi.<\/p>\n\n\n\n

Saxo’n\u0131n ba\u015f yat\u0131r\u0131m yetkilisi Steen Jakobsen de, \u00e7ok say\u0131da yerel ve yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n sermayesini \u00e7ekmesi halinde T\u00fcrkiye’nin ‘\u00f6lmek \u00fczereyken’ sermaye kontrol\u00fc getirebilece\u011fi yorumu yapt\u0131. Jakobsen, “\u00dclkenin rezervleri zaten d\u00fc\u015f\u00fck ve e\u011fer i\u00e7 veya yabanc\u0131 sermaye ka\u00e7\u0131\u015f\u0131 derinle\u015fen bir soruna d\u00f6n\u00fc\u015f\u00fcrse, \u00f6l\u00fcm an\u0131nda, sermaye kontrolleri getirmek zorunda kalabilir” dedi.<\/p>\n\n\n\n

SOCIETE GENERALE: TL DE\u011eER KAYBETMEYE DEVAM EDECEK<\/strong><\/p>\n\n\n\n

Frans\u0131z bankas\u0131 Soci\u00e9t\u00e9 G\u00e9n\u00e9rale, A\u011fbal’\u0131n g\u00f6revden al\u0131nmas\u0131n\u0131n T\u00fcrkiye’yi ‘d\u00f6n\u00fc\u015f\u00fc olmayan bir noktada b\u0131rakt\u0131\u011f\u0131’ yorumu yaparak, “D\u00f6viz rezervlerindeki eksiklik g\u00f6z \u00f6n\u00fcnde bulunduruldu\u011funda, daha fazla mali d\u00fczenleme m\u00fcdahalesi g\u00f6rebiliriz. T\u00fcrkiye yak\u0131nda yeni bir kur krizine do\u011fru yol alabilir” uyar\u0131s\u0131 yapt\u0131. Bankan\u0131n analistlerinden Phoenix Kalen, m\u00fc\u015fterilere g\u00f6nderdi\u011fi bilgilendirme notunda, T\u00fcrk Liras\u0131’ndaki sert de\u011fer kayb\u0131n\u0131n devam edece\u011fi ve y\u0131l\u0131n ikinci \u00e7eyre\u011finin sonuna dek dolar\/TL’nin 9.70’e y\u00fckselece\u011fi \u00f6ng\u00f6r\u00fcs\u00fcnde bulundu.<\/p>\n\n\n\n

Kalen notta, “Politika belirlemedeki derin de\u011fi\u015fiklikler ve yak\u0131nda muhtemelen ya\u015fanacak finansal \u00e7alkant\u0131 g\u00f6z \u00f6n\u00fcnde bulunduruldu\u011funda, T\u00fcrk varl\u0131klar\u0131ndaki t\u00fcm uzun pozisyonlar\u0131 kapatma tavsiyesi veriyoruz” dedi.<\/p>\n\n\n\n

BARCLAYS: M\u00dcDAHALEC\u0130 POL\u0130T\u0130KALAR MUHTEMEL<\/strong><\/p>\n\n\n\n

\u0130ngiliz bankas\u0131 Barclays’den, “Piyasa dostu Merkez Bankas\u0131 ba\u015fkan\u0131n\u0131n g\u00f6revden al\u0131nmas\u0131 muhtemelen politikalara duyulan g\u00fcvene zarar verecektir. Son d\u00f6rt aydaki 10 milyar dolarl\u0131k portf\u00f6y ak\u0131\u015f\u0131n\u0131n ve\/veya dolarizasyonun yeniden ba\u015flamas\u0131n\u0131n tersine \u00e7evrildi\u011fi bir senaryoda, volatilitede b\u00fcy\u00fck bir art\u0131\u015f g\u00f6rebiliriz, bu da muhtemelen yeniden m\u00fcdahaleci politikalarla sonu\u00e7lanacakt\u0131r” a\u00e7\u0131klamas\u0131 geldi.<\/p>\n\n\n\n

RABOBANK: TEMK\u0130NL\u0130 \u0130Y\u0130MSERL\u0130KTEN VAZGE\u00c7T\u0130K<\/strong><\/p>\n\n\n\n

Hollanda bankas\u0131 Rabobank T\u00fcrk liras\u0131na dair temkinli iyimserli\u011fi b\u0131rakt\u0131\u011f\u0131n\u0131 belirterek, T\u00fcrkiye’de para politikalar\u0131n\u0131n yumu\u015fat\u0131lmas\u0131 d\u00f6ng\u00fcs\u00fcn\u00fcn daha \u00f6nceden beklenenden hem daha erken hem daha h\u0131zl\u0131 ba\u015flayaca\u011f\u0131n\u0131n varsay\u0131lmas\u0131 gerekti\u011fi a\u00e7\u0131klamas\u0131 yapt\u0131.<\/p>\n\n\n\n

<\/p>\n\n\n\n

K\u00fcrdistan Stratejik Ara\u015ft\u0131rmalar Merkezi<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

HABER MERKEZ\u0130– Merkez Bankas\u0131’ndaki g\u00f6rev de\u011fi\u015fikli\u011finin ard\u0131ndan TL’\u2019nin dibe do\u011fru h\u0131zla d\u00fc\u015f\u00fc\u015f\u00fc Uluslararas\u0131 bankalar\u0131n da g\u00fcndemine girdi. Naci A\u011fbal’\u0131n Merkez Bankas\u0131 ba\u015fkanl\u0131\u011f\u0131ndan al\u0131nmas\u0131 sonras\u0131 TL’nin dibe do\u011fru h\u0131zla d\u00fc\u015f\u00fc\u015f\u00fc uluslararas\u0131 bankalar\u0131n da g\u00fcndeminde. Kuzey Avrupa’n\u0131n en b\u00fcy\u00fck finans grubu olan \u0130skandinav Nordea \u201cErdo\u011fan Y\u00f6netti\u011fi S\u00fcrece \u0130yimser Olmayaca\u011f\u0131z\u201d a\u00e7\u0131klamas\u0131 yaparken, Deutsche Bank ‘TL’deki zay\u0131fl\u0131\u011f\u0131n rezerv kullan\u0131m\u0131yla […]<\/p>\n","protected":false},"author":23,"featured_media":12586,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"subtitle":"","format":"standard","video":"","gallery":"","source_name":"","source_url":"","via_name":"","via_url":"","override":[{"single_blog_custom":"","sidebar":"","second_sidebar":"","share_position":"","share_float_style":"","post_date_format":"","post_date_format_custom":"","post_reading_time_wpm":"","zoom_button_out_step":"1","zoom_button_in_step":"1","number_popup_post":"1"}],"image_override":[{"single_post_thumbnail_size":"","single_post_gallery_size":""}],"trending_post_position":"","trending_post_label":"","sponsored_post_label":"","sponsored_post_name":"","sponsored_post_url":"","sponsored_post_logo":"","sponsored_post_desc":""},"jnews_primary_category":{"id":""},"jnews_social_meta":{"fb_title":"","fb_description":"","fb_image":"","twitter_title":"","twitter_description":"","twitter_image":""},"jnews_override_counter":{"view_counter_number":"0","share_counter_number":"0","like_counter_number":"0","dislike_counter_number":"0"},"jnews_post_split":[],"footnotes":""},"categories":[23,17,5],"tags":[],"class_list":["post-12585","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-dis-basindan","category-haberler"],"acf":[],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/posts\/12585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/comments?post=12585"}],"version-history":[{"count":1,"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/posts\/12585\/revisions"}],"predecessor-version":[{"id":12587,"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/posts\/12585\/revisions\/12587"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/media\/12586"}],"wp:attachment":[{"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/media?parent=12585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/categories?post=12585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lekolin.org\/ku\/wp-json\/wp\/v2\/tags?post=12585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}