...:::vobelýt:::...

[deniz43]

Merkez Bankasý net döviz rezervleri


*BÝN 27.02.2024 Salý
Dýþ varlýklar 4,102,797,419
Dýþ yükümlülükler 940,880,400
Bankalar döviz mevduatý 2,448,062,832
Kamu döviz mevduatý 366,342,740
NET DÖVÝZ REZERVÝ(TL) 347,511,447
1USD 31.0737
NET DÖVÝZ REZERVÝ(USD) 11,183,459
Altýn rezervi 38,246,367
Swap ile merkez bankasýna 68,629,000
emanet gelen para

Swap hariç net rezerv(altýn dahil) -57,445,541
Swap hariç net rezerv(altýn hariç) -95,691,908

(+)38.246,357 milyar dolar altýn varlýk;(-)95.691,908 milyar dolar döviz yükümlülük=(-)57.445,541 milyar dolar merkez bankasý net döviz rezerv

Merkez Bankasý net döviz rezervleri

*BÝN 05.03.2024 Salý
Dýþ varlýklar 4,125,097,327
Dýþ yükümlülükler 956,651,754
Bankalar döviz mevduatý 2,516,211,012
Kamu döviz mevduatý 374,239,378
NET DÖVÝZ REZERVÝ(TL) 277,995,183
1USD 31.5457
NET DÖVÝZ REZERVÝ(USD) 8,812,459
Altýn rezervi 40,762,309
Swap ile merkez bankasýna 68,936,000
emanet gelen para

Swap hariç net rezerv(altýn dahil) -60,123,541
Swap hariç net rezerv(altýn hariç) -100,885,851

(+)40.762,309 milyar dolar altýn varlýk;(-)100.885,851 milyar dolar döviz yükümlülük=(-)60.123,541 milyar dolar merkez bankasý net döviz rezerv


Merkez bankasý döviz fiyatlarýndaki artýþý frenlemek için, son 1 haftada 5 milyar dolardan fazla döviz satarak rezerv eritmiþ(ihracatçýlardan gelen ihracat gelirlerinin %40'ý dövizlerin satýþýna ilave olarak),döviz yükümlülüðü (borcu), (-100) milyar dolarý aþmýþ,swaplar hariç net döviz rezervleri yeniden (-) 60 milyar dolarlar bandýna inmiþ.

[deniz43]

Wednesday March 06 2024 Actual Previous Consensus
04:15 PM
US
ADP Employment Change FEB 140K 111K ® 150K

[deniz43]

Fed baþkaný Powell'ýn ABD Kongresine sunuþ konuþmasý:

March 06, 2024

Semiannual Monetary Policy Report to the Congress
Chair Jerome H. Powell

Chairman McHenry, Ranking Member Waters, and other members of the Committee, I appreciate the opportunity to present the Federal Reserve's semiannual Monetary Policy Report.

The Federal Reserve remains squarely focused on our dual mandate to promote maximum employment and stable prices for the American people. The economy has made considerable progress toward these objectives over the past year.

While inflation remains above the Federal Open Market Committee's (FOMC) objective of 2 percent, it has eased substantially, and the slowing in inflation has occurred without a significant increase in unemployment. As labor market tightness has eased and progress on inflation has continued, the risks to achieving our employment and inflation goals have been moving into better balance.

Even so, the Committee remains highly attentive to inflation risks and is acutely aware that high inflation imposes significant hardship, especially on those least able to meet the higher costs of essentials, like food, housing, and transportation. The FOMC is strongly committed to returning inflation to its 2 percent objective. Restoring price stability is essential to achieve a sustained period of strong labor market conditions that benefit all.

I will review the current economic situation before turning to monetary policy.

Current Economic Situation and Outlook
Economic activity expanded at a strong pace over the past year. For 2023 as a whole, gross domestic product increased 3.1 percent, bolstered by solid consumer demand and improving supply conditions. Activity in the housing sector was subdued over the past year, largely reflecting high mortgage rates. High interest rates also appear to have been weighing on business fixed investment.

The labor market remains relatively tight, but supply and demand conditions have continued to come into better balance. Since the middle of last year, payroll job gains have averaged 239,000 jobs per month, and the unemployment rate has remained near historical lows, at 3.7 percent. Strong job creation has been accompanied by an increase in the supply of workers, particularly among individuals aged 25 to 54, and a continued strong pace of immigration. Job vacancies have declined, and nominal wage growth has been easing. Although the jobs-to-workers gap has narrowed, labor demand still exceeds the supply of available workers. The strong labor market over the past two years has also helped narrow long-standing disparities in employment and earnings across demographic groups.1

Inflation has eased notably over the past year but remains above the FOMC's longer-run goal of 2 percent. Total personal consumption expenditures (PCE) prices rose 2.4 percent over the 12 months ending in January. Excluding the volatile food and energy categories, core PCE prices rose 2.8 percent, a notable slowing from 2022 that was widespread across both goods and services prices. Longer-term inflation expectations appear to have remained well anchored, as reflected by a broad range of surveys of households, businesses, and forecasters, as well as measures from financial markets.

Monetary Policy
After significantly tightening the stance of monetary policy since early 2022, the FOMC has maintained the target range for the federal funds rate at 5-1/4 to 5-1/2 percent since its meeting last July. We have also continued to shrink our balance sheet at a brisk pace and in a predictable manner. Our restrictive stance of monetary policy is putting downward pressure on economic activity and inflation.

We believe that our policy rate is likely at its peak for this tightening cycle. If the economy evolves broadly as expected, it will likely be appropriate to begin dialing back policy restraint at some point this year. But the economic outlook is uncertain, and ongoing progress toward our 2 percent inflation objective is not assured. Reducing policy restraint too soon or too much could result in a reversal of progress we have seen in inflation and ultimately require even tighter policy to get inflation back to 2 percent. At the same time, reducing policy restraint too late or too little could unduly weaken economic activity and employment. In considering any adjustments to the target range for the policy rate, we will carefully assess the incoming data, the evolving outlook, and the balance of risks. The Committee does not expect that it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.

We remain committed to bringing inflation back down to our 2 percent goal and to keeping longer-term inflation expectations well anchored. Restoring price stability is essential to set the stage for achieving maximum employment and stable prices over the longer run.

To conclude, we understand that our actions affect communities, families, and businesses across the country. Everything we do is in service to our public mission. We at the Federal Reserve will do everything we can to achieve our maximum employment and price stability goals.

Thank you. I am happy to take your questions.

[deniz43]

https://www.resmigazete.gov.tr/eskil...20240307-6.htm

Türkiye Cumhuriyet Merkez Bankasýndan:

ZORUNLU KARÞILIKLAR HAKKINDA TEBLÝÐ (SAYI: 2013/15)'DE DEÐÝÞÝKLÝK YAPILMASINA DAÝR TEBLÝÐ
(SAYI: 2024/5)

MADDE 1- 25/12/2013 tarihli ve 28862 sayýlý Resmî Gazete'de yayýmlanan Zorunlu Karþýlýklar Hakkýnda Teblið (Sayý: 2013/15)'e aþaðýdaki geçici madde eklenmiþtir.

"Kredi büyümesine dayalý geçici uygulama

GEÇÝCÝ MADDE 16- (1) Bankalarca ve finansman þirketlerince kullandýrýlan nakdi kredilerden usul ve esaslarý Merkez Bankasýnca belirlenen krediler için büyüme oranýnýn 29/3/2024 hesaplama tarihinden 3/1/2025 (dâhil) hesaplama tarihine kadar bir önceki hesaplama tarihine göre yüzde 2'nin üzerinde olmasý halinde bu oraný aþan kredi tutarý kadar Türk lirasý cinsinden zorunlu karþýlýk bloke olarak tesis edilir.

(2) Birinci fýkrada yer alan büyüme oraný Merkez Bankasýnca belirlenen kredi türleri için daha yüksek uygulanabilir. Kredi büyüme oranlarý zorunlu karþýlýða tabi kuruluþlarýn bilanço büyüklüklerine, zorunlu karþýlýða tabi kuruluþlarýn türüne veya grubuna göre Merkez Bankasýnca farklýlaþtýrýlabilir.

(3) Bu madde kapsamýnda yer alan büyüme oranlarý usul ve esaslarý Merkez Bankasýnca belirlenen hesaplama yöntemine göre dört haftada bir cuma günleri itibarýyla hesaplanýr.

(4) Tesis, hesaplama tarihini takip eden iki hafta sonraki cuma günü baþlar, tesis baþlangýcýný takip eden elli ikinci haftanýn perþembe günü sona erer.

(5) Bankacýlýk Düzenleme ve Denetleme Kurulunun izni ile 31/12/2022 tarihinden itibaren faaliyete baþlayan bankalara ve finansman þirketlerine bu madde hükümleri uygulanmaz."

MADDE 2- Bu Teblið yayýmý tarihinde yürürlüðe girer.

MADDE 3- Bu Teblið hükümlerini Türkiye Cumhuriyet Merkez Bankasý Baþkaný yürütür.

[deniz43]

https://www.cnbc.com/2024/03/06/powe...est-rates.html


Powell reinforces position that the Fed is not ready to start cutting interest rates

[deniz43]

https://www.ekonomim.com/ekonomi/yur...oogle_vignette

2023'te Türkiye'den yurt dýþýna yapýlan gayrimenkul yatýrýmlarý da olaðanüstü artýþ gösterdi.
Türkiye'de yerleþiklerin yurt dýþý gayrimenkul yatýrýmlarý, 2023'te önceki yýla göre yüzde 163,7 artarak 2 milyar 86 milyon dolar oldu. Bundan önceki en yüksek tutar 791 milyon dolar ile 2022'de gerçekleþmiþti. Merkez Bankasý verilerine göre, Türkiye'den yurt dýþýna gayrimenkul yatýrýmlarýnýn yayýmlanmaya baþladýðý 2005'ten 2022 sonuna kadar 4 milyar 721 milyon dolarlýk gayrimenkul yatýrýmý yapýlýrken, sadece 2023'te bunun yarýsýna yakýn tutarda yurt dýþýnda gayrimenkul alýndý.

[deniz43]

Thursday March 07 2024 Actual Previous Consensus
06:00 AM
CN
Balance of Trade JAN-FEB $125.16B $75.34B $103.7B
06:00 AM
CN
Exports YoY JAN-FEB 7.1% 2.3% 1.9%
06:00 AM
CN
Imports YoY JAN-FEB 3.5% 0.2% 1.5%

Emtialar için olumlu bir veri.

[Batman]

Deniz hocam selamlar

Mýsýr son zamanlarda yatýrým anlamýnda bizden rol çalýyordu, yerli üretici dahil tekstilde faaliyetlerini taþýmaktaydý, bildiðiniz gibi devalüasyon yaptýlar bu durumda bize göre tatil anlamýnda da üretim anlamýnda da çok ucuz olduklarýný düþünüyorum. Biz de ise Gaye haným sonrasý rezervlerde erime devam ediyor diðer yandan þimþek sözlü yönlendirmeye devam ediyor umarým efsane aralýk ayý günleri gibi kontrolden çýkýlmaz tekrar.