EKONOMİ

Dolar yükselecek mi? BNP Paribas'tan dikkat çeken yıl sonu dolar tahmini

Fransız bankacılık devi BNP Paribas, Nisan enflasyon verisinin Türkiye Cumhuriyet Merkez Bankası'nın (TCMB) tahminlerini doğruladığını belirterek yıl sonu enflasyon ve dolar tahminlerini açıkladı.

Abone Ol

Fransız bankacılık devi BNP Paribas, Türkiye İstatistik Kurumu tarafından 3 Mayıs'ta açıklanan Nisan ayı enflasyon verisinin, Türkiye Cumhuriyet Merkez Bankası'nın (TCMB) tahminleri doğrultusunda Türkiye'deki enflasyon eğilimindeki iyileşmenin altını çizdiğini vurguladı. Banka, bu nedenle yıl sonu enflasyon tahminlerini yüzde 40 olarak koruduklarını ve TCMB'den daha fazla bir artış beklemediklerini açıkladı.

BNP Paribas, iki yıl vadeli Türk devlet tahvili getiri eğrisinin değerlemelerinin cazip seviyelerde olduğunu da belirtti. Özellikle sıfır kuponlu tahvillerle başlayan ön uçun, enflasyon beklentilerine kıyasla çok yüksek reel oranlar sunduğunun altını çizdi.

Banka, Türkiye'nin cari işlemler hesabının mevsimsellikten etkilenerek mayıs ayından sonra hızla iyileşeceğini ve enflasyonun yılın ikinci yarısında keskin bir şekilde düşeceğini öngördü. Ancak, uzun vadeli TL pozisyonlarının zaman içinde büyüdüğünü ve ilerleme puanlarını önemli ölçüde düşürdüğünü de vurguladı.

Ayrıca Fransa'nın en büyük bankalarından BNP Paribas, yıl sonu dolar tahminini 36 TL olarak açıkladı. 

BNP Paribas şu değerlendirmeyi yaptı:

"Türkiye'nin cari işlemler hesabı için mevsimsellik mayıs ayından sonra hızla iyileşiyor ve enflasyonun yılın ikinci yarısında keskin bir şekilde düştüğünü görüyoruz. TL'nin önümüzdeki birkaç ay boyunca cazip bir taşıma fırsatı sunduğunu düşünüyoruz. Ancak uzun TL'deki pozisyonlanma zaman içinde büyüdü ve ilerleme puanlarını önemli ölçüde düşürdü."
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