Fed\u2019in gelecek d\u00f6nem para politikas\u0131na ili\u015fkin beklentiler varl\u0131k fiyatlar\u0131 \u00fczerinde etkili olmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
D\u00fcn a\u00e7\u0131klamalarda bulunan Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Lael Brainard, Fed\u2019in enflasyonla m\u00fccadelede hala \u00f6nemli bir yolu oldu\u011funa dikkati \u00e7ekerken, bankan\u0131n yak\u0131nda faiz art\u0131\u015f h\u0131z\u0131n\u0131 yava\u015flatabilece\u011fini s\u00f6yledi. Buna kar\u015f\u0131n, Brainard faiz art\u0131\u015f\u0131ndaki yava\u015flaman\u0131n ne zaman yap\u0131laca\u011f\u0131na ili\u015fkin bir ipucu vermedi.<\/p>\n
P\u0130YASA FED \u0130\u00c7\u0130N 50 BAZ PUANLIK ARTI\u015eI F\u0130YATLIYOR<\/b><\/p>\n
Brainard\u2019\u0131n a\u00e7\u0131klamalar\u0131yla tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n artt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi 5 baz puan art\u0131\u015fla y\u00fczde 3,88\u2019e \u00e7\u0131kt\u0131. Para piyasalar\u0131ndaki fiyatlamalarda Fed\u2019in aral\u0131k toplant\u0131s\u0131nda y\u00fczde 81 ihtimalle 50 baz puan, y\u00fczde 19 ihtimalle 75 baz puan faiz art\u0131raca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Gelecek d\u00f6nem resesyon sinyali olarak kabul edilen ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi ile 3 al\u0131k hazine bonosu getirisi aras\u0131ndaki fark eksi 20 baz puanda bulunuyor.<\/p>\n
ABD ba\u015fa olmak \u00fczere d\u00fcnya genelinde artan resesyon endi\u015fesi emtia fiyatlar\u0131n\u0131 bask\u0131larken, d\u00fcn y\u00fczde 3,4 de\u011fer kaybeden Brent petrol\u00fcn varil fiyat\u0131 yeni g\u00fcnde y\u00fczde 0,3 art\u0131\u015fla 92,1 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
\u00d6te yandan, ABD ile \u00c7in aras\u0131ndaki gerilimi azaltacak ad\u0131mlar\u0131n at\u0131lmas\u0131 ise risk alg\u0131s\u0131n\u0131 t\u00f6rp\u00fcl\u00fcyor. \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping, G20 Zirvesi i\u00e7in gitti\u011fi Endonezya\u2019n\u0131n Bali Adas\u0131\u2019nda ABD Ba\u015fkan\u0131 Joe Biden ile yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmede, \u00c7in\u2019in mevcut uluslararas\u0131 d\u00fczeni de\u011fi\u015ftirmeye, ABD\u2019ye meydan okumaya veya onun yerini almaya niyeti olmad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
ABD\u2019de devam eden se\u00e7imlerde d\u00fcn Demokratlar Senato\u2019da \u00e7o\u011funlu\u011fu garantilerken, Temsilciler Meclisi\u2019nde 217 sandalyeye ula\u015fan Cumhuriyet\u00e7ilerin burada \u00fcst\u00fcnl\u00fc\u011f\u00fc ele ge\u00e7irmesi bekleniyor.<\/p>\n
ABD BORSALARI SATICILI<\/b><\/p>\n
Bu geli\u015fmelerle d\u00fcn New York borsas\u0131nda sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlenirken, S&P 500 endeksi y\u00fczde 0,89, Nasdaq endeksi y\u00fczde 1,12 ve Dow Jones endeksi y\u00fczde 0,63 de\u011fer kaybetti. ABD\u2019de endeks vadeli kontratlar yeni g\u00fcne ise y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n
Avrupa\u2019da taraf\u0131nda, bug\u00fcn yo\u011funla\u015facak makroekonomik veri takviminin varl\u0131k fiyatlar\u0131 \u00fczerinde etkili olmas\u0131 bekleniyor.<\/p>\n
D\u00fcn s\u00f6zle y\u00f6nlendirmelere devam eden Avrupa Merkez Bankas\u0131 (ECB) yetkilileri b\u00f6lge ekonomisine ili\u015fkin endi\u015feleri art\u0131r\u0131rken, faiz art\u0131\u015flar\u0131na ili\u015fkin kar\u0131\u015f\u0131k mesajlar verdi.<\/p>\n
AVRUPA\u2019DA ECB MESAJLARI \u0130ZLEN\u0130YOR<\/b><\/p>\n
ECB Ba\u015fkan yard\u0131mc\u0131s\u0131 Luis de Guindos, bankan\u0131n talebi azaltma \u00fczerine yo\u011funla\u015fmas\u0131 gerekti\u011fini belirtirken, para politikas\u0131 ad\u0131mlar\u0131n\u0131n likidite s\u0131k\u0131nt\u0131lar\u0131 do\u011furabilece\u011fini ve bankalar\u0131n bu konuda teyakkuzda olmas\u0131 gerekti\u011fini bildirdi.<\/p>\n
Fransa Merkez Bankas\u0131 Ba\u015fkan\u0131 Francois Villeroy de Galhau ise ABD\u2019de enflasyonun tepe yap\u0131yor olmas\u0131n\u0131n olumlu oldu\u011funu belirterek, Avro B\u00f6lgesi\u2019nde \u00e7ekirdek enflasyonun yava\u015flama sinyali vermesiyle faiz art\u0131\u015flar\u0131na ara verilebilece\u011fini s\u00f6yledi.<\/p>\n
ECB Kurul \u00fcyesi Fabio Panetta ise agresif s\u0131k\u0131la\u015fman\u0131n olu\u015fturabilece\u011fi s\u0131k\u0131nt\u0131lara dikkati \u00e7ekerek, bunun tavsiye edilemeyece\u011fini dile getirdi.<\/p>\n
D\u00fcn, \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,92, Almanya\u2019da DAX 40 endeksi y\u00fczde 0,62, Fransa\u2019da CAC 40 endeksi y\u00fczde 0,22 ve \u0130talya\u2019da FTSE MIB endeksi y\u00fczde 0,58 de\u011fer kazand\u0131. Avrupa\u2019da endeks vadeli kontratlar yeni g\u00fcne ise kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131.<\/p>\n
ASYA TARAFI POZ\u0130T\u0130F<\/b><\/p>\n
Asya\u2019da borsalar, yava\u015flayan \u00c7in ekonomisine h\u00fck\u00fcmet deste\u011finin artaca\u011f\u0131na y\u00f6nelik beklentilerle pozitif seyrediyor.<\/p>\n
Bug\u00fcn b\u00f6lgede a\u00e7\u0131klanan makroekonomik verilere g\u00f6re, \u00c7in\u2019de sanayi \u00fcretimi ekimde y\u00fczde 5 artsa da beklentilerin alt\u0131nda kal\u0131rken, perakende sat\u0131\u015flar art\u0131\u015f tahminlerinin aksine y\u00fczde 0,5 azald\u0131. Japonya ekonomisi y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde y\u00fczde 1,2 daral\u0131rken, eyl\u00fclde sanayi \u00fcretimi y\u00fczde 1,7 geriledi.<\/p>\n
S\u00f6z konusu veriler \u00f6zellikle \u00c7in h\u00fck\u00fcmetinin ekonomik aktiviteyi g\u00fc\u00e7lendirmek i\u00e7in ba\u015flatt\u0131\u011f\u0131 ad\u0131mlar\u0131n g\u00fc\u00e7l\u00fc \u015fekilde devam edebilece\u011fi beklentisini desteklerken, kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 0,1, \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 1,3, Hong Kong\u2019da Hang Seng endeksi y\u00fczde 3,2 y\u00fckseldi. B\u00f6ylece \u00c7in borsas\u0131 31 ekimde g\u00f6rd\u00fc\u011f\u00fc dip seviyenin y\u00fczde 8, Hong Kong borsas\u0131 ise y\u00fczde 24 \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n
BORSADA YEN\u0130 REKOR<\/b><\/p>\n
Yurt i\u00e7inde, BIST 100 endeksi d\u00fcn y\u00fczde 2,57 artarak 4.570,20 puanla rekor kapan\u0131\u015f ger\u00e7ekle\u015ftirirken, g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek seviyeyi de 4.571,16\u2019ya ta\u015f\u0131d\u0131.<\/p>\n
Dolar\/TL d\u00fcn y\u00fczde 0,3 art\u0131\u015fla 18,6043\u2019ten kapanmas\u0131n\u0131n ard\u0131ndan, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 18,5940\u2019tan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde b\u00fct\u00e7e dengesi, yurt d\u0131\u015f\u0131nda ise \u0130ngiltere\u2019de i\u015fsizlik, Almanya\u2019da ZEW beklenti endeksleri, Avro B\u00f6lgesi\u2019nde b\u00fcy\u00fcme ve ABD\u2019de \u00dcretici Fiyat Endeksi (\u00dcFE) verilerinin a\u00e7\u0131klanaca\u011f\u0131n\u0131 kaydederek, Fed ve ECB yetkililerinin s\u00f6zle y\u00f6nlendirmelerinin yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda oldu\u011funu s\u00f6yledi.<\/p>\n
Teknik a\u00e7\u0131dan BIST 100 endeksinde 4 bin 620 ve 4 bin 670 seviyelerinin diren\u00e7 olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 aktaran analistler, 4 bin 550 ve 4 bin 500 puan\u0131n destek konumuna gelebilece\u011fini ifade etti. (AA)<\/p>\n","protected":false},"excerpt":{"rendered":"
Fed\u2019in gelecek d\u00f6nem para politikas\u0131na ili\u015fkin beklentiler varl\u0131k fiyatlar\u0131 \u00fczerinde etkili olmay\u0131 s\u00fcrd\u00fcr\u00fcyor. D\u00fcn a\u00e7\u0131klamalarda bulunan Fed …<\/p>\n","protected":false},"author":1,"featured_media":56306,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[11,62,793,731,75],"class_list":["post-56305","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-artis","tag-cin","tag-faiz","tag-fiyat"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/56305","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=56305"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/56305\/revisions"}],"predecessor-version":[{"id":56307,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/56305\/revisions\/56307"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/56306"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=56305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=56305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=56305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}