{"id":30373,"date":"2025-03-21T14:09:02","date_gmt":"2025-03-21T14:09:02","guid":{"rendered":"https:\/\/by-tv.co.uk\/?p=30373"},"modified":"2025-03-21T14:18:04","modified_gmt":"2025-03-21T14:18:04","slug":"londradan-imamoglu-operasyonu-yorumu-siyasi-belirsizlik-ekonomik-programi-zorlayabilir","status":"publish","type":"post","link":"https:\/\/by-tv.co.uk\/en\/londradan-imamoglu-operasyonu-yorumu-siyasi-belirsizlik-ekonomik-programi-zorlayabilir\/","title":{"rendered":"Londra&#8217;dan \u0130mamo\u011flu Operasyonu Yorumu: Siyasi Belirsizlik Ekonomik Program\u0131 Zorlayabilir"},"content":{"rendered":"<p>\u0130stanbul B\u00fcy\u00fck\u015fehir Belediye Ba\u015fkan\u0131 Ekrem \u0130mamo\u011flu hakk\u0131nda y\u00fcr\u00fct\u00fclen soru\u015fturma, piyasalar\u0131 da etkiledi. G\u00f6zalt\u0131lar\u0131n ard\u0131ndan Borsa \u0130stanbul&#8217;da sert kay\u0131plar ya\u015fand\u0131.<\/p>\n<p>\u0130stanbul B\u00fcy\u00fck\u015fehir Belediye Ba\u015fkan\u0131 Ekrem \u0130mamo\u011flu\u2019nun, 19 Mart\u2019ta \u201cyolsuzluk\u201d ve \u201cter\u00f6r\u201d iddialar\u0131 kapsam\u0131nda 88 ki\u015fiyle birlikte g\u00f6zalt\u0131na al\u0131nmas\u0131yla ba\u015flayan s\u00fcre\u00e7, \u00fc\u00e7\u00fcnc\u00fc g\u00fcn\u00fcnde devam ederken, \u0130mamo\u011flu ifadesini vermeye ba\u015flad\u0131.&nbsp;<\/p>\n<div id=\"attachment_30379\" style=\"width: 1717px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-30379\" class=\"wp-image-30379 size-full\" src=\"https:\/\/by-tv.co.uk\/wp-content\/uploads\/2025\/03\/ekrem-imamoglu-protesto-22-scaled.jpeg\" alt=\"\" width=\"1707\" height=\"2560\" title=\"\"><p id=\"caption-attachment-30379\" class=\"wp-caption-text\">\u0130stanbul B\u00fcy\u00fck\u015fehir Belediye Ba\u015fkan\u0131 Ekrem \u0130mamo\u011flu<\/p><\/div>\n<p>Cumhuriyet Halk Partisi (CHP) Genel Ba\u015fkan\u0131 \u00d6zg\u00fcr \u00d6zel, s\u00f6z konusu operasyonlara tepki olarak \u00fclke genelinde miting \u00e7a\u011fr\u0131s\u0131 yapt\u0131. \u0130\u00e7i\u015fleri Bakan\u0131 Ali Yerlikaya ise bu \u00e7a\u011fr\u0131y\u0131 \u201csorumsuzluk\u201d olarak nitelendirdi. 20 Mart\u2019ta d\u00fczenlenen protestolarda 53 ki\u015fi hakk\u0131nda i\u015flem yap\u0131l\u0131rken, \u00e7\u0131kan olaylarda 16 polis memurunun yaraland\u0131\u011f\u0131 bildirildi.<\/p><div id=\"briti-267835355\" class=\"briti-icerik\" style=\"margin-top: 5px;margin-bottom: 5px;\"><a href=\"https:\/\/piaryum.com\/services\/\" aria-label=\"piaryum banner\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/by-tv.co.uk\/wp-content\/uploads\/2025\/12\/Gemini_Generated_Image_g5yqr1g5yqr1g5yq.jpg\" alt=\"\"  width=\"2064\" height=\"1152\"   \/><\/a><\/div>\n<p>\u0130mamo\u011flu ayr\u0131ca, kre\u015f a\u00e7ma faaliyetlerine ili\u015fkin hakk\u0131nda yeni bir soru\u015fturma daha ba\u015flat\u0131ld\u0131\u011f\u0131n\u0131 kamuoyuna duyurdu.<\/p>\n<h4>\u0130mamo\u011flu Soru\u015fturmas\u0131 Borsa \u0130stanbul\u2019u Sarst\u0131: Endekste \u0130kinci Kez Devre Kesici Devrede<\/h4>\n<p>\u0130mamo\u011flu hakk\u0131nda ba\u015flat\u0131lan operasyonun ard\u0131ndan olu\u015fan siyasi belirsizlik, piyasalarda yat\u0131r\u0131mc\u0131 g\u00fcvenini olumsuz etkiledi. \u00d6zellikle bireysel yat\u0131r\u0131mc\u0131lar\u0131n Borsa \u0130stanbul\u2019dan h\u0131zla \u00e7\u0131k\u0131\u015f yapt\u0131\u011f\u0131 g\u00f6zlemlendi. Artan sat\u0131\u015f bask\u0131s\u0131yla birlikte BIST 100 endeksinde sert kay\u0131plar ya\u015fand\u0131.&nbsp;<\/p>\n<p>21 Mart sabah\u0131 saat 10.52 itibar\u0131yla BIST 100 endeksindeki d\u00fc\u015f\u00fc\u015f y\u00fczde 5\u2019e ula\u015ft\u0131. Bu seviyenin a\u015f\u0131lmas\u0131yla birlikte devre kesici sistemi ilk kez devreye girdi ve pay piyasas\u0131ndaki i\u015flemler ge\u00e7ici olarak durduruldu. Saat 11.22\u2019de i\u015flemler yeniden ba\u015flad\u0131 ancak k\u0131sa s\u00fcre i\u00e7inde kay\u0131plar derinle\u015fti.<\/p>\n<p>Saat 11.27 itibar\u0131yla endeksteki kay\u0131plar\u0131n y\u00fczde 7\u2019yi a\u015fmas\u0131 \u00fczerine devre kesici sistemi bu kez ikinci kez devreye al\u0131nd\u0131 ve i\u015flemler yeniden durduruldu.<\/p>\n<h4>Siyasi Belirsizlik Ekonomik Program\u0131 Zorlayabilir<\/h4>\n<p>Londra merkezli<strong> Cribstone Strategic Macro Kurucusu ve Stratejist Mike Harris<\/strong>, T\u00fcrkiye\u2019de son 48 saatte ya\u015fanan geli\u015fmelerin Londra\u2019daki yans\u0131malar\u0131n\u0131 CNBC-e\u2019ye de\u011ferlendirdi. Harris\u2019e g\u00f6re T\u00fcrkiye ekonomisinde son d\u00f6nemde at\u0131lan rasyonelle\u015fme ad\u0131mlar\u0131 yat\u0131r\u0131mc\u0131lar taraf\u0131ndan olumlu kar\u015f\u0131lan\u0131rken, son siyasi geli\u015fmeler bu iyimserli\u011fi zedeliyor.<\/p>\n<div id=\"attachment_30374\" style=\"width: 1610px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-30374\" class=\"wp-image-30374 size-full\" src=\"https:\/\/by-tv.co.uk\/wp-content\/uploads\/2025\/03\/berfu-guven.jpg\" alt=\"\" width=\"1600\" height=\"900\" title=\"\"><p id=\"caption-attachment-30374\" class=\"wp-caption-text\">Cribstone Strategic Macro Kurucusu ve Stratejist Mike Harris ve CNBC-e Londra Temcilcisi Berfu G\u00fcven<\/p><\/div>\n<h4><strong>\u201cDemokratik G\u00fcvence Zedeleniyor\u201d<\/strong><\/h4>\n<p>Son geli\u015fmelerin \u00f6zellikle yurti\u00e7i siyasi ortamda bir yeniden kalibrasyon olmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fini belirten Harris, yat\u0131r\u0131mc\u0131lar\u0131n bu nedenle endi\u015feli oldu\u011funu ifade etti. T\u00fcrkiye&#8217;de ge\u00e7mi\u015fte de ani kur dalgalanmalar\u0131 ya\u015fand\u0131\u011f\u0131n\u0131 hat\u0131rlatan Harris, ancak bu kez durumun farkl\u0131 oldu\u011funu s\u00f6yledi:<br \/>\n\u201cBu, ana muhalefet partisine y\u00f6nelik do\u011frudan bir m\u00fcdahale ve bu da T\u00fcrkiye\u2019nin her zaman sahip oldu\u011fu demokratik g\u00fcvenlik supab\u0131n\u0131 riske at\u0131yor\u201d dedi.<\/p>\n<blockquote class=\"twitter-tweet\" data-media-max-width=\"560\">\n<p dir=\"ltr\" lang=\"tr\">Cribstone Strategic Macro Kurucusu ve Stratejist Mike Harris, T\u00fcrkiye\u2019de son 48 saatte ya\u015fanan geli\u015fmelerin Londra\u2019daki yans\u0131malar\u0131n\u0131 CNBC-e\u2019ye de\u011ferlendirdi. <a href=\"https:\/\/t.co\/3LexxgI7zD\">pic.twitter.com\/3LexxgI7zD<\/a><\/p>\n<p>\u2014 CNBC-e (@cnbceofficial) <a href=\"https:\/\/twitter.com\/cnbceofficial\/status\/1903007467958665248?ref_src=twsrc%5Etfw\" target=\"_blank\" rel=\"noopener\">March 21, 2025<\/a><\/p><\/blockquote>\n<p><script async=\"\" src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><br \/>\n<strong>CNBC-e Londra Temcilcisi Berfu G\u00fcven&#8217;<\/strong>e konu\u015fan Harris bu durumu T\u00fcrkiye\u2019nin ge\u00e7mi\u015fte y\u00fcksek enflasyon, kur \u015foklar\u0131 ve siyasi bask\u0131lara ra\u011fmen se\u00e7imlerle y\u00f6n de\u011fi\u015ftirilebilmesi \u00f6zelli\u011fini tehlikeye atan bir geli\u015fme olarak niteledi.&nbsp;<\/p>\n<h4><strong>Yat\u0131r\u0131mc\u0131lar Bekle-G\u00f6r Moduna Ge\u00e7ti<\/strong><\/h4>\n<p>Son 48 saatte \u00f6zellikle k\u0131sa vadeli sermayenin T\u00fcrkiye\u2019den \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirten Harris, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n \u015fu an temkinli davrand\u0131\u011f\u0131n\u0131 s\u00f6yledi. Ancak, yerli yat\u0131r\u0131mc\u0131lar\u0131n piyasaya olan g\u00fcveninin belirleyici oldu\u011funu vurgulad\u0131:<\/p>\n<blockquote>\n<h5>HarrIs:&nbsp;<br \/>\n\u201cUluslararas\u0131 yat\u0131r\u0131mc\u0131lar \u015fu anda bu piyasay\u0131 y\u00f6nlendiren akt\u00f6rler de\u011fil. As\u0131l belirleyici olan yerli sermayenin davran\u0131\u015f\u0131 olacak\u201d&nbsp;<\/h5>\n<\/blockquote>\n<p>Harris, siyasi belirsizlik ortam\u0131n\u0131n do\u011frudan yat\u0131r\u0131mlar\u0131 azaltaca\u011f\u0131n\u0131 ve bunun da b\u00fcy\u00fcme ve istihdam \u00fczerinde olumsuz etkiler yarataca\u011f\u0131n\u0131 belirtti. Bu nedenle mevcut durumun sabit getirili menkul k\u0131ymetler (tahvil gibi) a\u00e7\u0131s\u0131ndan olumlu, ancak b\u00fcy\u00fcme a\u00e7\u0131s\u0131ndan olumsuz oldu\u011funu ifade etti.<\/p>\n<h4><strong>Faiz \u0130ndirimi Gecikebilir Ama S\u00fcre\u00e7 Devam Edecek<\/strong><\/h4>\n<p>TCMB\u2019nin 17 Nisan\u2019daki Para Politikas\u0131 Kurulu toplant\u0131s\u0131na kadar bekleyece\u011fini tahmin eden Harris, kurdaki oynakl\u0131\u011f\u0131n enflasyona yans\u0131ma ihtimaline kar\u015f\u0131 temkinli olunaca\u011f\u0131n\u0131 s\u00f6yledi. Ancak bu durumun faiz indirim s\u00fcrecini sadece ge\u00e7ici olarak yava\u015flataca\u011f\u0131n\u0131 savundu:<br \/>\n\u201cEnflasyon art\u0131k b\u00fcy\u00fck oranda \u00fccret kaynakl\u0131. Dolay\u0131s\u0131yla faiz indirimi s\u00fcreci tamamen sona ermi\u015f de\u011fil\u201d dedi.<\/p>\n<h4><strong>Orta Vadede Pop\u00fclizm Riski<\/strong><\/h4>\n<p>Harris, mevcut ekonomik program\u0131n k\u0131sa vadede devam edece\u011fini, zira h\u00fck\u00fcmetin pop\u00fclaritesini azaltan temel etkenin y\u00fcksek enflasyon oldu\u011funu s\u00f6yledi. Ancak 2026\u20132027 d\u00f6neminde pop\u00fclist politikalar\u0131n yeniden g\u00fcndeme gelebilece\u011fi uyar\u0131s\u0131nda bulundu:<br \/>\n\u201cOrta vadede b\u00fcy\u00fcmenin olumsuz etkilenmesi pop\u00fclist ad\u0131mlar\u0131 te\u015fvik edebilir\u201d dedi.<\/p>\n<h4><strong>2028 Se\u00e7imleri ve Muhalefetin \u015eans\u0131<\/strong><\/h4>\n<p>Siyasi gelece\u011fe dair de\u011ferlendirmesinde Harris, T\u00fcrkiye\u2019de se\u00e7imin h\u00e2l\u00e2 ge\u00e7erli bir sistem oldu\u011funu ve muhalefetin stratejik bir adayla se\u00e7im kazanma \u015fans\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti.<br \/>\n<strong><em>\u201c\u0130mamo\u011flu tek alternatif de\u011fil. Sosyal olarak muhafazak\u00e2r se\u00e7mene hitap edecek bir adayla se\u00e7im h\u00e2l\u00e2 kazan\u0131labilir. Bu da iyimser olmak i\u00e7in bir neden\u201d<\/em><\/strong> ifadelerini kulland\u0131.<\/p>\n<h4><strong>Uluslararas\u0131 Tepki Beklenmiyor<\/strong><\/h4>\n<p>ABD ve Avrupa Birli\u011fi\u2019nin mevcut jeopolitik ortamda T\u00fcrkiye\u2019ye y\u00f6nelik ciddi bir yapt\u0131r\u0131m ya da tepki g\u00f6stermeyece\u011fini \u00f6ng\u00f6ren Harris, \u201cT\u00fcrkiye\u2019ye duyulan stratejik ihtiya\u00e7 nedeniyle bu geli\u015fmelerin d\u0131\u015f politika a\u00e7\u0131s\u0131ndan ciddi bir kar\u015f\u0131l\u0131\u011f\u0131 olmayacak. Tepkiler sembolik d\u00fczeyde kal\u0131r\u201d dedi.<\/p>\n<p>Harris, T\u00fcrkiye ekonomisinin y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan i\u00e7 siyasi geli\u015fmelerin belirleyici olaca\u011f\u0131n\u0131 vurgulayarak s\u00f6zlerini tamamlad\u0131.<\/p>\n<div id=\"briti-855766895\" class=\"briti-icerikten-sonra_2\" style=\"margin-top: 25px;margin-bottom: 25px;\"><a href=\"https:\/\/wa.me\/message\/NDZLLIOQT4H3O1\" aria-label=\"bytv reklam banner\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/by-tv.co.uk\/wp-content\/uploads\/2025\/12\/bytv-reklam-banner.jpg\" alt=\"\"  width=\"2376\" height=\"1008\"   \/><\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul B\u00fcy\u00fck\u015fehir Belediye Ba\u015fkan\u0131 Ekrem \u0130mamo\u011flu hakk\u0131nda y\u00fcr\u00fct\u00fclen soru\u015fturma, piyasalar\u0131 da etkiledi. G\u00f6zalt\u0131lar\u0131n ard\u0131ndan Borsa \u0130stanbul&#8217;da sert kay\u0131plar ya\u015fand\u0131. \u0130stanbul B\u00fcy\u00fck\u015fehir Belediye Ba\u015fkan\u0131 Ekrem \u0130mamo\u011flu\u2019nun, 19 Mart\u2019ta \u201cyolsuzluk\u201d ve \u201cter\u00f6r\u201d iddialar\u0131 kapsam\u0131nda 88 ki\u015fiyle birlikte g\u00f6zalt\u0131na al\u0131nmas\u0131yla ba\u015flayan s\u00fcre\u00e7, \u00fc\u00e7\u00fcnc\u00fc g\u00fcn\u00fcnde devam ederken, \u0130mamo\u011flu ifadesini vermeye ba\u015flad\u0131.&nbsp; Cumhuriyet Halk Partisi (CHP) Genel Ba\u015fkan\u0131 \u00d6zg\u00fcr \u00d6zel, s\u00f6z konusu operasyonlara tepki olarak \u00fclke genelinde miting \u00e7a\u011fr\u0131s\u0131 yapt\u0131. \u0130\u00e7i\u015fleri Bakan\u0131 Ali Yerlikaya ise bu \u00e7a\u011fr\u0131y\u0131 \u201csorumsuzluk\u201d olarak nitelendirdi. 20 Mart\u2019ta d\u00fczenlenen protestolarda 53 ki\u015fi hakk\u0131nda i\u015flem yap\u0131l\u0131rken, \u00e7\u0131kan olaylarda 16 polis memurunun yaraland\u0131\u011f\u0131 bildirildi. \u0130mamo\u011flu ayr\u0131ca, kre\u015f a\u00e7ma faaliyetlerine ili\u015fkin hakk\u0131nda yeni bir [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30381,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ngg_post_thumbnail":0,"footnotes":""},"categories":[2,1292],"tags":[],"class_list":["post-30373","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-is-dunyasi","category-turkiye"],"_links":{"self":[{"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/posts\/30373","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/comments?post=30373"}],"version-history":[{"count":0,"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/posts\/30373\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/media\/30381"}],"wp:attachment":[{"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/media?parent=30373"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/categories?post=30373"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/by-tv.co.uk\/en\/wp-json\/wp\/v2\/tags?post=30373"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}