K\u00fcresel piyasalar, a\u00e7\u0131klanan 3. \u00e7eyrek bilan\u00e7olar\u0131 ve yo\u011fun veri ak\u0131\u015f\u0131yla kar\u0131\u015f\u0131k seyrediyor. Yurt i\u00e7inde ise 29 Ekim Cumhuriyet Bayram\u0131 nedeniyle bug\u00fcn borsada yar\u0131m g\u00fcn i\u015flem ger\u00e7ekle\u015ftirilecek.<\/b><\/p>\n
Yo\u011funla\u015fan makroekonomik veri g\u00fcndemi ve bilan\u00e7o sezonunda artan hisse bazl\u0131 hareketler piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmaya devam ediyor. D\u00fcn a\u00e7\u0131klanan finansal sonu\u00e7lara g\u00f6re ABD\u2019nin \u00f6nde gelen teknoloji \u015firketlerinden Apple ve Amazon\u2019un geliri 3. \u00e7eyrekte artarken, Intel\u2019in geliri ise azal\u0131\u015f kaydetti.<\/p>\n
Amazon\u2019un d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fe ili\u015fkin gelir beklentisinin piyasa beklentilerinin olduk\u00e7a alt\u0131nda olmas\u0131 sebebiyle vadeli piyasalarda \u015firket kontrat\u0131 y\u00fczde 10\u2019dan fazla gerilerken, \u015firketin beklentileri \u00fclkede resesyon korkusunun yay\u0131lmaya devam etti\u011fine i\u015faret etti.<\/p>\n
Amazon raporunda, enflasyon nedeniyle ki\u015filerin harcanabilir gelirlerinin azald\u0131\u011f\u0131 belirtilerek, bu durumun \u015firketin operasyonlar\u0131n\u0131 olumsuz etkiledi\u011fi aktar\u0131ld\u0131.<\/p>\n
B\u00dcY\u00dcME VER\u0130LER\u0130 RESESYON END\u0130\u015eELER\u0130N\u0130 D\u0130ND\u0130RMED\u0130<\/b><\/p>\n
D\u00fcn a\u00e7\u0131klanan makroekonomik verilere g\u00f6re ise Gayrisafi Yurt i\u00e7i Has\u0131la (GSYH) \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte y\u00fczde 2,6 artt\u0131. Beklenenden fazla toparlanma g\u00f6steren ABD ekonomisinin, y\u00fczde 2,4 b\u00fcy\u00fcmesi \u00f6ng\u00f6r\u00fcl\u00fcyordu.<\/p>\n
Resesyon endi\u015feleri s\u00f6z konusu veriyle k\u0131smen yat\u0131\u015fsa da, tahvil piyasalar\u0131ndaki fiyatlamalarla yeniden alevlendi.<\/p>\n
Gelecek d\u00f6nem resesyon sinyali olarak kabul edilen ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi ile 3 ayl\u0131k hazine bonosu getirisi aras\u0131ndaki fark eksi y\u00f6nde artmaya devam ederek, yakla\u015f\u0131k 10 baz puana \u00e7\u0131kt\u0131. Hafta ba\u015f\u0131ndan bu yana yakla\u015f\u0131k 30 baz puan gerileyen ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 3,93\u2019te, 3 ayl\u0131k hazine bonosu getirisi ise y\u00fczde 4,03 seviyesinde bulunuyor.<\/p>\n
FED\u2019DEN 50 BAZ PUAN ARTI\u015e BEKLENT\u0130S\u0130 G\u00dc\u00c7LEN\u0130YOR<\/b><\/p>\n
ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) s\u00f6z konusu geli\u015fmeler kar\u015f\u0131s\u0131nda faiz art\u0131r\u0131mlar\u0131nda yava\u015flamaya gidece\u011fine y\u00f6nelik beklentiler ise piyasalardaki sat\u0131\u015f bask\u0131s\u0131n\u0131 t\u00f6rp\u00fcl\u00fcyor.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda gelecek hafta yap\u0131lacak toplant\u0131da Fed\u2019in 75 baz puan faiz art\u0131rmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, aral\u0131k toplant\u0131s\u0131nda 50 baz puan faiz art\u0131r\u0131m\u0131 yap\u0131laca\u011f\u0131na y\u00f6nelik beklentiler g\u00fc\u00e7lenmeyi s\u00fcrd\u00fcr\u00fcyor. Fed\u2019in aral\u0131kta y\u00fczde 58 ihtimalle 50 baz puan, y\u00fczde 33 ihtimalle 75 baz puan faiz art\u0131raca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
ABD BORSALARI KARI\u015eIK<\/b><\/p>\n
\u00d6te yandan, Tesla ve SpaceX\u2019in \u00dcst Y\u00f6neticisi Elon Musk\u2019\u0131n sosyal medya \u015firketi Twitter\u2019\u0131 44 milyar dolara sat\u0131n alma s\u00fcrecinin tamamland\u0131\u011f\u0131 bildirildi.<\/p>\n
D\u00fcn bu geli\u015fmelerle New York borsas\u0131nda kar\u0131\u015f\u0131k bir seyir izlenirken, S&P 500 endeksi y\u00fczde 0,61 ve Nasdaq endeksi y\u00fczde 1,63 de\u011fer kaybetti, Dow Jones endeksi ise y\u00fczde 0,61 de\u011fer kazand\u0131. ABD\u2019de endeks vadeli kontratlar yeni g\u00fcne ise d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
AVRUPA\u2019DA ECB KARARI \u0130ZLEND\u0130<\/b><\/p>\n
Avrupa\u2019da taraf\u0131nda, d\u00fcn g\u00f6zler Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) para politikas\u0131 kararlar\u0131na \u00e7evrilirken, banka \u00fc\u00e7 temel politika faizini 75 baz puan art\u0131rarak, 2009’dan bu yana en y\u00fcksek seviyesine \u00e7\u0131kard\u0131.<\/p>\n
Banka\u2019dan yap\u0131lan a\u00e7\u0131klamada, bu art\u0131\u015fla beraber \u00f6nemli oranda parasal s\u0131k\u0131la\u015fmaya gidildi\u011fi kaydedilerek, Kurul\u2019un kararlar\u0131n\u0131 enflasyon ve ekonomideki gidi\u015fata g\u00f6re toplant\u0131dan toplant\u0131ya almaya devam edece\u011fi belirtildi.<\/p>\n
TLTRO III operasyonlar\u0131nda da k\u00fc\u00e7\u00fclmeye gidilece\u011fi ve buradaki faiz oranlar\u0131n\u0131n 23 Kas\u0131m\u2019da de\u011fi\u015fece\u011fi kaydedilen a\u00e7\u0131klamada, enflasyonun bir s\u00fcre bu seviyelerde kalmas\u0131n\u0131n beklendi\u011fi ifade edildi.<\/p>\n
ECB Ba\u015fkan\u0131 Christine Lagarde, toplant\u0131 sonras\u0131 yapt\u0131\u011f\u0131 a\u00e7\u0131klamada bankan\u0131n faiz art\u0131\u015flar\u0131na devam edece\u011fini ancak faiz art\u0131\u015f\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn toplant\u0131dan toplant\u0131ya belirlenece\u011fini s\u00f6yledi.<\/p>\n
Lagarde, bas\u0131n mensuplar\u0131n\u0131n \u0131srarc\u0131 sorular\u0131na kar\u015f\u0131n gelecek toplant\u0131daki faiz art\u0131\u015f\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcne ili\u015fkin ipucu vermezken, Avrupa bas\u0131n\u0131nda \u00e7\u0131kan haberlerde, \u00fc\u00e7 \u00fcyenin 50 baz puan y\u00f6n\u00fcnde oy kulland\u0131\u011f\u0131 belirtildi.<\/p>\n
D\u00fcn Almanya\u2019da DAX 40 endeksi y\u00fczde 0,12, \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,25 ve \u0130talya\u2019da FTSE MIB endeksi y\u00fczde 0,90 y\u00fckselirken, Fransa\u2019da CAC 40 endeksi y\u00fczde 0,51 de\u011fer kaybetti. Avrupa\u2019da endeks vadeli kontratlar yeni g\u00fcne ise d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
ASYA BORSALARI GER\u0130LED\u0130<\/b><\/p>\n
Asya\u2019da borsalar yeni g\u00fcnde sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlerken, Japonya Merkez Bankas\u0131 (BoJ), faizlerde ve para politikas\u0131nda de\u011fi\u015fikli\u011fe gitmedi. Banka, politika faizini y\u00fczde eksi 0,1\u2019de b\u0131rak\u0131rken, 2022-2024 mali y\u0131llar\u0131na ili\u015fkin enflasyon beklentilerini yukar\u0131 y\u00f6nl\u00fc revize etti.<\/p>\n
S\u00f6z konusu karar\u0131 oy birli\u011fiyle alan BoJ, s\u0131n\u0131rs\u0131z miktarda devlet tahvili ve y\u0131ll\u0131k 12 trilyon yen borsa yat\u0131r\u0131m fonlar\u0131 (ETF) ile y\u0131ll\u0131k 180 milyar yen Japon gayrimenkul yat\u0131r\u0131m fonlar\u0131 (J-REIT) al\u0131m\u0131na devam edece\u011fini bildirdi.<\/p>\n
Yendeki zay\u0131flamaya ili\u015fkin endi\u015felerin artt\u0131\u011f\u0131 ve enflasyonun Banka\u2019n\u0131n hedeflerinin \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 bir d\u00f6nemde ultra gev\u015fek para politikas\u0131n\u0131n s\u00fcrd\u00fcr\u00fclmesine gerek\u00e7e olarak, \u201ck\u00fcresel ekonomideki yava\u015flama e\u011filimi ve enflasyondaki y\u00fckseli\u015fin ge\u00e7ici fakt\u00f6rlerden kaynaklanmas\u0131\u201d g\u00f6sterildi.<\/p>\n
\u00d6te yandan, Japonya\u2019da enflasyonla m\u00fccadelede 29 trilyon yenlik (198 milyar dolar) paketle ekonomi s\u00fcbvanse edilecek. Elektrik masraflar\u0131 i\u00e7in kilovat\/saat ba\u015f\u0131na 7 yen, \u015fehir gaz\u0131 t\u00fcketiminde ise metre k\u00fcp ba\u015f\u0131na 30 yen s\u00fcbvanse verilecek.<\/p>\n
\u00dclkede a\u00e7\u0131klanan makroekonomik verilere g\u00f6re ise, Tokyo\u2019da T\u00fcketici Fiyat Endeksi (T\u00dcFE) ekimde y\u0131ll\u0131k y\u00fczde 3,5 artarak beklentileri a\u015ft\u0131, i\u015fsizlik oran\u0131 ise y\u00fczde 2,6\u2019ya y\u00fckseldi.<\/p>\n
Bu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 0,9, \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 1,5, Hong Kong\u2019da Hang Seng endeksi y\u00fczde 3,1 ve G\u00fcney Kore\u2019de Kospi endeksi y\u00fczde 0,9 geriledi.<\/p>\n
BORSA \u0130STANBUL\u2019DA YARIM G\u00dcN \u0130\u015eLEM GER\u00c7EKLE\u015eECEK<\/b><\/p>\n
Yurt i\u00e7inde, d\u00fcn BIST 100 endeksi g\u00fcn\u00fc y\u00fczde 1,06 d\u00fc\u015f\u00fc\u015fle 3 bin 934,52 puandan tamamlarken, 29 Ekim Cumhuriyet Bayram\u0131 nedeniyle bug\u00fcn borsada yar\u0131m g\u00fcn i\u015flem ger\u00e7ekle\u015ftirilecek.<\/p>\n
\u00d6te yandan T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Ba\u015fkan\u0131 \u015eahap Kavc\u0131o\u011flu d\u00fcn, y\u0131l\u0131n son Enflasyon Raporu\u2019nu a\u00e7\u0131klad\u0131.<\/p>\n
Kavc\u0131o\u011flu, 2022 y\u0131l sonu enflasyon tahminini 4,8 puanl\u0131k g\u00fcncellemeyle y\u00fczde 60,4\u2019ten y\u00fczde 65,2\u2019ye y\u00fckselttiklerini belirterek, \u201cEnflasyon tahmin aral\u0131\u011f\u0131m\u0131z\u0131n orta noktalar\u0131 2022 y\u0131l\u0131 sonunda y\u00fczde 65,2, 2023 y\u0131l sonunda y\u00fczde 22,3 ve 2024 y\u0131l sonunda ise y\u00fczde 8,8 seviyelerine tekab\u00fcl etmektedir.\u201d dedi.<\/p>\n
Dolar\/TL d\u00fcn yatay seyirle 18,6008\u2019den kapanmas\u0131n\u0131n ard\u0131ndan, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 18,6020\u2019den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt d\u0131\u015f\u0131nda Almanya\u2019da 3. \u00e7eyrek b\u00fcy\u00fcme ve ekim ay\u0131 T\u00dcFE ile ABD\u2019de ki\u015fisel gelir ve harcamalar ba\u015fta olmak \u00fczere yo\u011fun veri ak\u0131\u015f\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 3 bin 900 ve 3 bin 850 seviyelerinin destek, 4 bin puan\u0131n diren\u00e7 konumunda bulundu\u011funu ifade etti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle olacak:<\/p>\n
K\u00fcresel piyasalar, a\u00e7\u0131klanan 3. \u00e7eyrek bilan\u00e7olar\u0131 ve yo\u011fun veri ak\u0131\u015f\u0131yla kar\u0131\u015f\u0131k seyrediyor. Yurt i\u00e7inde ise 29 Ekim Cumhuriyet Bayram\u0131 …<\/p>\n","protected":false},"author":1,"featured_media":45895,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[11,936,60,731,82],"class_list":["post-45894","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-banka","tag-enflasyon","tag-faiz","tag-gun"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/45894","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=45894"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/45894\/revisions"}],"predecessor-version":[{"id":45896,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/45894\/revisions\/45896"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/45895"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=45894"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=45894"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=45894"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}