...:::vobelıt:::...

[deniz43]

https://twitter.com/e507/status/1636...jVyDeLD1bqGYBA

Bunun konuyla ilgisi var mı ?


Tapatalk kullanarak iPhone aracılığıyla gönderildi

https://news.bloomberglaw.com/bankru...-credit-suisse


BNP Stops Accepting Swaps Reassignments Involving Credit Suisse

Sadece BNP dağil diğer büyük avrupa bankaları için de söz konusu.Başta avrupa, küresel bankacılık sektöründe deprem yaratacağı,arkasından birçok büyük bankanın da çökmesine yol açacağı için sistem riski nedeniyle "batmasına izin verilemeyecek büyüklükte" bir banka.Nitekim diğer devletlerden de baskı gelmesiyle isviçre merkez bankası garantör olmak zorunda kaldı.

[cevdet _060]

Deniz Hocam merhabalar, dolar 19 u geçti. Abd li şirketin geçen haftaki dolar tahmini açıklamasını nasıl buluyorsunuz hükümetin kalması ve gitmesi durumundaki.

[deniz43]

Deniz Hocam merhabalar, dolar 19 u geçti. Abd li şirketin geçen haftaki dolar tahmini açıklamasını nasıl buluyorsunuz hükümetin kalması ve gitmesi durumundaki.

Daha önce bu konuda yazmıştım.

https://www.hisse.net/topluluk/showt...17#post6344817

[effendy75]

The fallout from the SVB situation is still fluid, and we do not believe that this is a Lehman moment. It may, however, be a Bear
stearns moment. The risks in the market that catalyzed the SVB collapse are still out there. Regulators have given financial market participants a break by backstopping the SVB depositors and creating the BTFP. Investors must remain alert to the disintermediation risks that have been brought on by the Fed’s unrelenting and ongoing quantitative tightening.

Complacency is the investor’s enemy.

yazının tamamı

https://www.guggenheiminvestments.co...intermediation

[deniz43]

Merkez Bankası net döviz rezervleri

*BİN 15.03.2022 Çarşamba
Dış varlıklar 2,392,284,010
Dış yükümlülükler 453,296,266
Bankalar döviz mevduatı 1,578,118,687
Kamu döviz mevduatı 296,057,969
NET DÖVİZ REZERVİ(TL) 64,811,088
1USD 18.9583
NET DÖVİZ REZERVİ(USD) 3,418,613
Altın rezervi 42,941,674
Swap ile merkez bankasına 60,808,000
emanet gelen para

Swap hariç net rezerv(altın dahil) -57,389,387
Swap hariç net rezerv(altın hariç) -100,331,061


(+)42.941,674 milyar dolar altın varlık;(-)100.331,061 milyar dolar döviz yükümlülük=(-)57.389,387 milyar dolar merkez bankası net döviz rezervi

[deniz43]

Thursday March 16 2023 Actual Previous Consensus
03:30 PM
US
Building Permits Prel FEB 1.524M 1.339M 1.34M
3:30 PM
US
Building Permits MoM Prel FEB 13.8% 0.1%
03:30 PM
US
Housing Starts MoM FEB 9.8% -2% ®
3:30 PM
US
Housing Starts FEB 1.45M 1.321M ® 1.31M

03:30 PM
US
Initial Jobless Claims MAR/11 192K 212K ® 205K

[deniz43]

Thursday March 16 2023 Actual Previous Consensus
04:15 PM
EA
ECB Interest Rate Decision 3.5% 3% 3.5%
04:15 PM
EA
Deposit Facility Rate 3% 2.5% 3%
04:15 PM
EA
Marginal Lending Rate 3.75% 3.25%

[deniz43]

Monetary policy decisions

16 March 2023

Inflation is projected to remain too high for too long. Therefore, the Governing Council today decided to increase the three key ECB interest rates by 50 basis points, in line with its determination to ensure the timely return of inflation to the 2% medium-term target. The elevated level of uncertainty reinforces the importance of a data-dependent approach to the Governing Council's policy rate decisions, which will be determined by its assessment of the inflation outlook in light of the incoming economic and financial data, the dynamics of underlying inflation, and the strength of monetary policy transmission.

The Governing Council is monitoring current market tensions closely and stands ready to respond as necessary to preserve price stability and financial stability in the euro area. The euro area banking sector is resilient, with strong capital and liquidity positions. In any case, the ECB's policy toolkit is fully equipped to provide liquidity support to the euro area financial system if needed and to preserve the smooth transmission of monetary policy.

The new ECB staff macroeconomic projections were finalised in early March before the recent emergence of financial market tensions. As such, these tensions imply additional uncertainty around the baseline assessments of inflation and growth. Prior to these latest developments, the baseline path for headline inflation had already been revised down, mainly owing to a smaller contribution from energy prices than previously expected. ECB staff now see inflation averaging 5.3% in 2023, 2.9% in 2024 and 2.1% in 2025. At the same time, underlying price pressures remain strong. Inflation excluding energy and food continued to increase in February and ECB staff expect it to average 4.6% in 2023, which is higher than foreseen in the December projections. Subsequently, it is projected to come down to 2.5% in 2024 and 2.2% in 2025, as the upward pressures from past supply shocks and the reopening of the economy fade out and as tighter monetary policy increasingly dampens demand.

The baseline projections for growth in 2023 have been revised up to an average of 1.0% as a result of both the decline in energy prices and the economy's greater resilience to the challenging international environment. ECB staff then expect growth to pick up further, to 1.6%, in both 2024 and 2025, underpinned by a robust labour market, improving confidence and a recovery in real incomes. At the same time, the pick-up in growth in 2024 and 2025 is weaker than projected in December, owing to the tightening of monetary policy.

Key ECB interest rates
The Governing Council decided to raise the three key ECB interest rates by 50 basis points. Accordingly, the interest rate on the main refinancing operations and the interest rates on the marginal lending facility and the deposit facility will be increased to 3.50%, 3.75% and 3.00% respectively, with effect from 22 March 2023.

Asset purchase programme (APP) and pandemic emergency purchase programme (PEPP)
The APP portfolio is declining at a measured and predictable pace, as the Eurosystem does not reinvest all of the principal payments from maturing securities. The decline will amount to euro 15 billion per month on average until the end of June 2023 and its subsequent pace will be determined over time.

As concerns the PEPP, the Governing Council intends to reinvest the principal payments from maturing securities purchased under the programme until at least the end of 2024. In any case, the future roll-off of the PEPP portfolio will be managed to avoid interference with the appropriate monetary policy stance.

The Governing Council will continue applying flexibility in reinvesting redemptions coming due in the PEPP portfolio, with a view to countering risks to the monetary policy transmission mechanism related to the pandemic.

Refinancing operations
As banks are repaying the amounts borrowed under the targeted longer-term refinancing operations, the Governing Council will regularly assess how targeted lending operations are contributing to its monetary policy stance.

***

The Governing Council stands ready to adjust all of its instruments within its mandate to ensure that inflation returns to its 2% target over the medium term and to preserve the smooth functioning of monetary policy transmission. The ECB's policy toolkit is fully equipped to provide liquidity support to the euro area financial system if needed. Moreover, the Transmission Protection Instrument is available to counter unwarranted, disorderly market dynamics that pose a serious threat to the transmission of monetary policy across all euro area countries, thus allowing the Governing Council to more effectively deliver on its price stability mandate.


Avrupa Merkez Bankası faizleri 50 baz puan artırdı.
Banka ana refinansman faizini yüzde 3.50; marjinal fonlama tesisini yüzde 3.75 ve gecelik mevduat faizini de yüzde 3 seviyesine çıkardı.
Karar metninde ,enflasyonun uzun bir süre çok yüksek seviyede kalacağı öngörüsü yer aldı.

Avrupa merkez bankası; finansal istikrarda sıkıntılar olmasına rağmen faizleri 50 baz puan artırarak, enflasyonla mücadeleyi birinci öncelik olarak aldığını gösterdi.