K\u00fcresel piyasalarda, para politikalar\u0131na ili\u015fkin belirsizlikler devam ederken, \u00c7in\u2019de ekonomik aktivitenin yeni tip corona vir\u00fcs\u00fc (Covid-19) salg\u0131n\u0131 \u00f6ncesi seviyelere \u00e7\u0131kmas\u0131 risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131.<\/p>\n
Bat\u0131 ekonomilerindeki enflasyon ba\u015fta olmak \u00fczere makroekonomik veriler, para politikas\u0131ndaki \u015fahin duru\u015fun ne kadar daha devam edece\u011fine ili\u015fkin \u00f6ng\u00f6r\u00fcde bulunmay\u0131 zorla\u015ft\u0131rmaya devam ediyor.<\/p>\n
ABD\u2019de d\u00fcn a\u00e7\u0131klanan makroekonomik veriler ekonomik aktiviteye ili\u015fkin kar\u0131\u015f\u0131k sinyaller vermeyi s\u00fcrd\u00fcr\u00fcrken, \u00fclkede Conference Board verilerine g\u00f6re t\u00fcketicilerin 12 ayl\u0131k enflasyon beklentileri y\u00fczde 6,7\u2019den y\u00fczde 6,3\u2019e geriledi.<\/p>\n
Analistler, s\u00f6z konusu gerilemeye kar\u015f\u0131n ABD\u2019de enflasyon beklentilerinin hala olduk\u00e7a y\u00fcksek oldu\u011funa dikkati \u00e7ekerek, i\u015f g\u00fcc\u00fc piyasalar\u0131ndan gelecek yava\u015flama sinyallerinin \u00f6neminin g\u00fcnden g\u00fcne artt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
\u00dclkede resesyon fiyatlamalar\u0131n\u0131n ge\u00e7en hafta \u00f6nemli oranda zay\u0131flad\u0131\u011f\u0131n\u0131 kaydeden analistler, \u201cyumu\u015fak ini\u015f\u201d ihtimalinin de piyasalarda olas\u0131l\u0131k dahilinde g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n
FED \u0130ZLEN\u0130YOR<\/b><\/p>\n
Analistler, para piyasalar\u0131ndaki fiyatlamalarda Fed\u2019in 75 baz puan daha faiz art\u0131\u015f\u0131na gidece\u011fine kesin g\u00f6z\u00fcyle bak\u0131ld\u0131\u011f\u0131n\u0131 aktararak, art\u0131r\u0131mlar\u0131n mart, may\u0131s ve haziran ay\u0131ndaki toplant\u0131larda 25\u2019er baz puan \u015feklinde yap\u0131laca\u011f\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc hat\u0131rlatt\u0131.<\/p>\n
Fed yetkilileri de para politikas\u0131na ili\u015fkin s\u00f6zle y\u00f6nlendirmelerine devam ederken, Chicago Fed Ba\u015fkan\u0131 Austan Goolsbee, politika yap\u0131c\u0131lar i\u00e7in piyasa tepkilerine \u00e7ok fazla g\u00fcvenmenin bir tehlike ve hata oldu\u011funu savundu.<\/p>\n
Bu geli\u015fmelerle New York borsas\u0131nda S&P 500 endeksi y\u00fczde 0,30, Dow Jones endeksi y\u00fczde 0,71 ve Nasdaq endeksi y\u00fczde 0,10 geriledi. ABD\u2019de endeks vadeli kontratlar yeni g\u00fcne s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n
AVRUPA BORSALARI KARI\u015eIK<\/b><\/p>\n
Avrupa taraf\u0131nda para piyasalar\u0131ndaki fiyatlamalar risk alg\u0131s\u0131n\u0131 art\u0131rmaya devam ediyor.\u00a0Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) faiz art\u0131\u015flar\u0131na 2024\u2019te de devam ederek politika faizini tarihinde ilk kez y\u00fczde 4\u2019e \u00e7eke\u011fi \u00f6ng\u00f6r\u00fcl\u00fcrken, tahvil piyasalar\u0131ndaki sat\u0131\u015f e\u011filimi h\u0131z kesmiyor.<\/p>\n
Analistler, para politikas\u0131n\u0131n gelece\u011fine ili\u015fkin belirsizliklerin son d\u00f6nemdeki enflasyon verileriyle artt\u0131\u011f\u0131n\u0131 kaydederek, b\u00f6lgede enflasyonunun tekrar y\u00fckseli\u015f e\u011filimine girece\u011fine y\u00f6nelik endi\u015felerin s\u00f6z konusu fiyatlamalar\u0131 destekledi\u011fini bildirdi.<\/p>\n
Bug\u00fcn Avrupa\u2019da veri takviminin yo\u011fun oldu\u011funu hat\u0131rlatan analistler, verilerdeki sinyallerin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmas\u0131n\u0131n beklendi\u011fini ifade etti.<\/p>\n
D\u00fcn, Almanya\u2019da DAX 40 endeksi y\u00fczde 0,11, \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,74 ve Fransa\u2019da CAC 40 endeksi y\u00fczde 0,38 gerilerken, \u0130talya\u2019da MIB 30 endeksi y\u00fczde 0,12 y\u00fckseldi. Avrupa\u2019da endeks vadeli kontratlar yeni g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n
ASYA BORSALARI Y\u00dcKSELD\u0130<\/b><\/p>\n
Asya\u2019da bug\u00fcn \u00c7in\u2019de a\u00e7\u0131klanan imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi\u2019nin (PMI) beklentileri geride b\u0131rakarak, Kovid-19 salg\u0131n\u0131 \u00f6ncesi seviyeye \u00e7\u0131kmas\u0131 pay piyasalar\u0131nda al\u0131\u015flar\u0131 h\u0131zland\u0131rd\u0131.<\/p>\n
Buna g\u00f6re, \u00c7in\u2019de imalat sanayi PMI 50,1\u2019den 52,6\u2019ya ve hizmet sekt\u00f6r\u00fc PMI 54,4\u2019ten 56,3\u2019e y\u00fckseldi. Japonya\u2019da ise imalat sanayi PMI 47,7\u2019ye geriledi.<\/p>\n
Analistler, \u00c7in\u2019in Kovid-19 salg\u0131n\u0131na y\u00f6nelik tedbirleri kald\u0131rmas\u0131n\u0131n ard\u0131ndan ekonomik aktivitedeki h\u0131zl\u0131 toparlanman\u0131n b\u00fcy\u00fcmeye ili\u015fkin beklentileri de destekledi\u011fini bildirdi.<\/p>\n
Bu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 0,2, \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 0,7 ve Hong Kong\u2019da Hang Seng endeksi y\u00fczde 3,5 y\u00fckseldi. G\u00fcney Kore\u2019de ise tatil nedeniyle piyasalarda i\u015flem ger\u00e7ekle\u015fmiyor.<\/p>\n
BORSA \u0130STANBUL Y\u00dcKSELD\u0130<\/b><\/p>\n
Yurt i\u00e7inde, d\u00fcn y\u00fckseli\u015f e\u011filiminde hareket eden BIST 100 endeksi, g\u00fcn\u00fc \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,77 \u00fczerinde 5.237,33 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL ise yatay seyirle 18,8853\u2019ten kapanmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 18,8810 seviyesinde i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn d\u00fcnya genelinde imalat sanayi PMI ile Almanya\u2019da enflasyon ve perakende sat\u0131\u015flar, ABD\u2019de ise in\u015faat harcamalar\u0131 verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 5.250 ve 5.340 seviyelerinin diren\u00e7, 5.150 ve 5.100 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, \u015fubat ay\u0131 imalat sanayi PMI<\/p>\n
10.00 Almanya, ocak ay\u0131 perakende sat\u0131\u015flar<\/p>\n
11.55 Almanya, \u015fubat ay\u0131 imalat sanayi PMI ve i\u015fsizlik oran\u0131<\/p>\n
12.00 Avro B\u00f6lgesi, \u015fubat ay\u0131 imalat sanayi PMI<\/p>\n
12.30 \u0130ngiltere, \u015fubat ay\u0131 imalat sanayi PMI<\/p>\n
16.00 Almanya, \u015fubat ay\u0131 T\u00dcFE<\/p>\n
17.45 ABD, \u015fubat ay\u0131 imalat sanayi PMI<\/p>\n
18.00 ABD, \u015fubat ay\u0131 ISM imalat sanayi PMI<\/p>\n
18.00 ABD, ocak ay\u0131 in\u015faat harcamalar\u0131<\/p>\n
(AA)<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalar, makroekonomik verilerin g\u00f6r\u00fcn\u00fcm\u00fc zorla\u015ft\u0131rmas\u0131 ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin belirsizliklerin devam etmesi nedeniyle kar\u0131\u015f\u0131k seyrediyor.<\/p>\n","protected":false},"author":1,"featured_media":72859,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[10658,1353,3449,4373,3090],"class_list":["post-72858","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-analistler","tag-piyasa","tag-pmi","tag-subat","tag-veriler"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/72858","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=72858"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/72858\/revisions"}],"predecessor-version":[{"id":72860,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/72858\/revisions\/72860"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/72859"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=72858"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=72858"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=72858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}