Dolarda Yükseliş Kaçınılmaz

[human01]

Ekonomiye can suyu olarak verilen likiditenin de önemli bir kısmı bence dth na gitti.

SM-N9000Q cihazımdan Tapatalk kullanılarak gönderildi

[human01]

1 yıllık kısa vade 196 milyar dolar paraya ihtiyaç var..Bunun 161 milyar doları vadesi gelen borç 35 milyar doları tahmini cari açık .sosyete ye sormak lazım bu durumda dolar nası 3.28 e inecek diye ?

SM-N9000Q cihazımdan Tapatalk kullanılarak gönderildi

[JonDowes]

BNP raporundan:

Local FX deposits approach previous peak
Local FX deposits approached their previous peak reached back in April 2016, after a sharp USD 3.6bn increase in the week ending 28 April. So locals bought a massive USD 17.4bn since mid-January this year as TRY remained on appreciation path. We estimate that the weighted average cost of these FX purchases is 3.7720, as measured with the basket TRY (0.5 USDTRY + 0.5 EURTRY). This corresponds to 3.60 USDTRY and 3.94 EURTRY levels. We expect locals to slow down their FX purchases from here and they are more likely to sell FX, especially if the currency rates rise above these average cost levels in the upcoming period. Bearing in mind
that the short-term carry is one of the highest in EM space, we think TRY will be more protected against global headwinds in the short-term, as long as the CBRT sticks to its tight monetary stance.

[sermo]

4.5 DAN BUGÜN 7.23 e YÜKSELMİŞ. WOVVVVVVVVVV.

Alptuğ Canpolatâ€�*:

Bugünkü talep 7:225M $.. Yakında yine "dış mihraklar" operasyonla doları yükseltebilir, dikkat. Hele bi rezervleri görelim..


Ali Ihsan Goker Retweetledi:

BusinessHT
Döviz depo ihalesinde talep 4,5 milyar $'i aştı. TCMB havlu atmak üzere.

[sermo]

-Turkey Plans to Let Banks Securitize Loans to Spur Growth

- Turkish lenders have $515 billion of loans outstanding.

- Deputy PM Canikli also calls on banks to lower deposit rates.


https://www.bloomberg.com/politics/a..._medium=social

[human01]

BNP raporundan:

Local FX deposits approach previous peak
Local FX deposits approached their previous peak reached back in April 2016, after a sharp USD 3.6bn increase in the week ending 28 April. So locals bought a massive USD 17.4bn since mid-January this year as TRY remained on appreciation path. We estimate that the weighted average cost of these FX purchases is 3.7720, as measured with the basket TRY (0.5 USDTRY + 0.5 EURTRY). This corresponds to 3.60 USDTRY and 3.94 EURTRY levels. We expect locals to slow down their FX purchases from here and they are more likely to sell FX, especially if the currency rates rise above these average cost levels in the upcoming period. Bearing in mind
that the short-term carry is one of the highest in EM space, we think TRY will be more protected against global headwinds in the short-term, as long as the CBRT sticks to its tight monetary stance.

bunlar nezaman bir açıklama yapsa dolar uçuyor...şu yabancı finan kuruluşlarının dediklerinin tersine pozisyon almazk lazım çoğunlukla..en çokta yerel alıcıların dolar almasını yavaşlatmasını bekliyoruz cümlesine gıcık oldum....millet tam gaz dolar alıyor...her düşüşte..

[human01]

BNP raporundan:

Local FX deposits approach previous peak
Local FX deposits approached their previous peak reached back in April 2016, after a sharp USD 3.6bn increase in the week ending 28 April. So locals bought a massive USD 17.4bn since mid-January this year as TRY remained on appreciation path. We estimate that the weighted average cost of these FX purchases is 3.7720, as measured with the basket TRY (0.5 USDTRY + 0.5 EURTRY). This corresponds to 3.60 USDTRY and 3.94 EURTRY levels. We expect locals to slow down their FX purchases from here and they are more likely to sell FX, especially if the currency rates rise above these average cost levels in the upcoming period. Bearing in mind
that the short-term carry is one of the highest in EM space, we think TRY will be more protected against global headwinds in the short-term, as long as the CBRT sticks to its tight monetary stance.

neymiş efendim eğer dolar biraz yükselirse halk satarmış...yersen tabi.....adamların her tarafı manipilasyon..

[JonDowes]

bunlar nezaman bir açıklama yapsa dolar uçuyor...şu yabancı finan kuruluşlarının dediklerinin tersine pozisyon almazk lazım çoğunlukla..en çokta yerel alıcıların dolar almasını yavaşlatmasını bekliyoruz cümlesine gıcık oldum....millet tam gaz dolar alıyor...her düşüşte..

Yorumu yapan TEB ekonomisti Erkin Işık. TEB adına hazırlıyor ama tüm BNP alemine dağıttığı için o şekilde aktardım. Yazıda "dolar düşecek" dememiş; "yerliler güzel stoklandı; dolar yükselse bile TCMB faizi indirmediği sürece daha fazla alım yapmayabilirler, bu da yükselişi yavaşlatıcı bir etmen olabilir" demiş.