K\u00fcresel piyasalarda haftan\u0131n son i\u015flem g\u00fcn\u00fcnde merkez bankalar\u0131n\u0131n faiz politikalar\u0131na ili\u015fkin beklentiler fiyatlamalar\u0131n ana belirleyicisi olmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
ABD\u2019de a\u00e7\u0131klanan son makroekonomik verilerin enflasyonist bask\u0131lar\u0131n devam etti\u011fine i\u015faret etmesi, teknoloji devi Nvidia\u2019n\u0131n beklentileri a\u015fan bilan\u00e7osunun olu\u015fturdu\u011fu iyimserli\u011fi s\u0131n\u0131rlad\u0131. Fed\u2019in yak\u0131ndan takip etti\u011fi ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksi temmuz ay\u0131nda ayl\u0131k bazda y\u00fczde 0,2 artarak piyasa beklentilerinin \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalara g\u00f6re Fed\u2019in gelecek ay politika faizini sabit b\u0131rakmas\u0131na y\u00fczde 66 ihtimal verilirken, ekim ay\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131na gidilme olas\u0131l\u0131\u011f\u0131 y\u00fczde 62 seviyesinde fiyatlan\u0131yor.<\/p>\n
Bu beklentilerin etkisiyle ABD\u2019nin 2 y\u0131ll\u0131k tahvil faizi yakla\u015f\u0131k 3 baz puan y\u00fckselerek y\u00fczde 4,23 seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Fed Ba\u015fkan\u0131 Kevin Warsh\u2019un bug\u00fcn Jackson Hole Ekonomi Politikas\u0131 Sempozyumu\u2019nda yapaca\u011f\u0131 konu\u015fma bu nedenle piyasalar a\u00e7\u0131s\u0131ndan kritik \u00f6nem ta\u015f\u0131yor.<\/p>\n
Warsh, Fed Ba\u015fkan\u0131 s\u0131fat\u0131yla ilk kez Jackson Hole toplant\u0131s\u0131na kat\u0131lacak. Analistler, Warsh\u2019un hangi ko\u015fullar\u0131n faiz art\u0131r\u0131m\u0131na yol a\u00e7abilece\u011fine ili\u015fkin daha net bir \u00e7er\u00e7eve \u00e7izmesinin piyasalardaki belirsizli\u011fi azaltabilece\u011fini de\u011ferlendiriyor.<\/p>\n
Warsh\u2019un yan\u0131 s\u0131ra di\u011fer Fed yetkililerinden gelen a\u00e7\u0131klamalar da dikkat \u00e7ekiyor.<\/p>\n
Kansas City Fed Ba\u015fkan\u0131 Jeffrey Schmid, enflasyonun \u201cinat\u00e7\u0131 ve kat\u0131\u201d bir seyir izledi\u011fini belirtirken, Cleveland Fed Ba\u015fkan\u0131 Beth Hammack enflasyon konusunda harekete ge\u00e7me zaman\u0131n\u0131n geldi\u011fine dikkat \u00e7ekti.<\/p>\n
Boston Fed Ba\u015fkan\u0131 Susan Collins ise enflasyonun d\u00fc\u015fmeye devam etti\u011fine ili\u015fkin yeterli kan\u0131t g\u00f6rmemesi halinde faiz art\u0131\u015f\u0131n\u0131 desteklemeye a\u00e7\u0131k oldu\u011funu ifade etti.<\/p>\n
ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,69 seviyesine y\u00fckselirken, Fed\u2019in faiz patikas\u0131na ili\u015fkin beklentiler dolar talebini de destekledi.<\/p>\n
Dolar endeksi y\u00fczde 0,1 art\u0131\u015fla 99,2 seviyesinde i\u015flem g\u00f6r\u00fcyor.<\/p>\n
G\u00fc\u00e7l\u00fc dolar ve y\u00fcksek tahvil faizleri alt\u0131n \u00fczerinde bask\u0131 olu\u015ftururken ons alt\u0131n y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015fle 4 bin 580 dolara geriledi.<\/p>\n
Ekim vadeli Brent petrol ise y\u00fczde 0,6 azal\u0131\u015fla varil ba\u015f\u0131na 89,2 dolardan i\u015flem g\u00f6rd\u00fc.<\/p>\n
ABD hisse senedi piyasalar\u0131nda teknoloji \u015firketleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde pozitif seyir izlendi.<\/p>\n
S&P 500 endeksi y\u00fczde 0,72, Nasdaq endeksi y\u00fczde 1,57 ve Dow Jones endeksi y\u00fczde 0,20 y\u00fckseldi.<\/p>\n
Yeni i\u015flem g\u00fcn\u00fcnde ise ABD endeks vadeli kontratlar\u0131nda kar\u0131\u015f\u0131k seyir g\u00f6r\u00fcld\u00fc.<\/p>\n
Avrupa borsalar\u0131nda Almanya hari\u00e7 sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir g\u00f6r\u00fcn\u00fcm ortaya \u00e7\u0131kt\u0131.<\/p>\n
Avrupa Merkez Bankas\u0131\u2019n\u0131n yay\u0131mlad\u0131\u011f\u0131 son toplant\u0131 tutanaklar\u0131nda, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcnde belirgin bir iyile\u015fme sa\u011flanamamas\u0131 halinde yeni bir faiz art\u0131r\u0131m\u0131n\u0131n gerekli olabilece\u011fi belirtildi.<\/p>\n
Bununla birlikte ECB Y\u00f6netim Konseyi\u2019nin eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131\u015f\u0131na y\u00f6nelik \u00f6nceden verilmi\u015f bir taahh\u00fcd\u00fcn\u00fcn bulunmad\u0131\u011f\u0131 da vurguland\u0131.<\/p>\n
Avrupa\u2019da \u0130ngiltere FTSE 100 endeksi y\u00fczde 0,79, \u0130talya FTSE MIB 30 endeksi y\u00fczde 1,17 ve Fransa CAC 40 endeksi y\u00fczde 1,68 gerilerken, Almanya DAX 40 endeksi y\u00fczde 0,31 y\u00fckseldi.<\/p>\n
Asya borsalar\u0131nda da Fed Ba\u015fkan\u0131 Warsh\u2019un a\u00e7\u0131klamalar\u0131 \u00f6ncesinde temkinli bir g\u00f6r\u00fcn\u00fcm hakim.<\/p>\n
Japonya\u2019da a\u011fustos ay\u0131 Tokyo T\u00dcFE y\u0131ll\u0131k bazda y\u00fczde 1,9 artt\u0131. Taze g\u0131da ve enerji hari\u00e7 \u00e7ekirdek enflasyon ise y\u00fczde 2 seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Bu verilerin ard\u0131ndan Japonya Merkez Bankas\u0131\u2019n\u0131n gelecek ay faiz art\u0131rabilece\u011fine ili\u015fkin beklentiler g\u00fc\u00e7lendi.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 y\u00fczde 0,3, \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 0,1 ve Hong Kong\u2019da Hang Seng y\u00fczde 0,3 y\u00fckselirken, G\u00fcney Kore\u2019de Kospi y\u00fczde 1,7 geriledi.<\/p>\n
Yurt i\u00e7inde Borsa \u0130stanbul\u2019da sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyir izlendi.<\/p>\n
BIST 100 endeksi g\u00fcn\u00fc y\u00fczde 0,24 de\u011fer kaybederek 14.575,51 puandan<\/strong> tamamlad\u0131.<\/p>\n V\u0130OP\u2019ta BIST 30 endeksine dayal\u0131 a\u011fustos vadeli kontrat ise ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,13 y\u00fckseldi.<\/p>\n Sermaye Piyasas\u0131 Kurulu, ilk halka arz ba\u015fvurular\u0131nda \u00f6ncelik verilecek kriterlere ili\u015fkin yeni ilke karar\u0131n\u0131 yay\u0131mlad\u0131.<\/p>\n Buna g\u00f6re, belirlenen kriterlerden en az birini kar\u015f\u0131layan ve talepte bulunan \u015firketlerin halka arz ba\u015fvurular\u0131, ba\u015fvuru s\u0131ras\u0131na ba\u011fl\u0131 kalmaks\u0131z\u0131n \u00f6ncelikli olarak sonu\u00e7land\u0131r\u0131labilecek.<\/p>\n Ayr\u0131ca halka arz edilecek paylar\u0131n piyasa de\u011ferinin 15 milyar liradan fazla olmas\u0131 ve yurt d\u0131\u015f\u0131 yat\u0131r\u0131mc\u0131 grubuna en az y\u00fczde 50 tahsisat \u00f6ng\u00f6r\u00fclmesi halinde, uluslararas\u0131 mevzuata uygun halka arz ba\u015fvurular\u0131na da \u00f6ncelik verilebilecek.<\/p>\n Dolar\/TL \u00f6nceki g\u00fcn\u00fc 48,1580 seviyesinden tamamlarken, bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda y\u00fczde 0,2 y\u00fckseli\u015fle 48,2450<\/strong> seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n Analistler, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.500 ve 14.400 puan\u0131 destek<\/strong>, 14.700 ve 14.800 puan\u0131 diren\u00e7<\/strong> seviyeleri olarak de\u011ferlendiriyor.<\/p>\n Yurt i\u00e7inde ekonomik g\u00fcven endeksi, d\u0131\u015f ticaret dengesi ve Hizmet \u00dcretici Fiyat Endeksi takip edilirken, k\u00fcresel piyasalarda as\u0131l odak Fed Ba\u015fkan\u0131 Kevin Warsh\u2019un Jackson Hole\u2019da verece\u011fi mesajlarda olacak.<\/p>\n","protected":false},"excerpt":{"rendered":" K\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Kevin Warsh\u2019un Jackson Hole Ekonomi Politikas\u0131 Sempozyumu\u2019nda yapaca\u011f\u0131 konu\u015fmaya \u00e7evrildi. ABD\u2019de enflasyonist bask\u0131lar\u0131n s\u00fcrd\u00fc\u011f\u00fcne y\u00f6nelik sinyaller, g\u00fc\u00e7l\u00fc Nvidia bilan\u00e7osuna ra\u011fmen risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlarken; dolar g\u00fc\u00e7lendi, tahvil faizleri y\u00fckseldi, alt\u0131n ve petrol fiyatlar\u0131nda gerileme g\u00f6r\u00fcld\u00fc. T\u00fcrkiye\u2019de ise Borsa \u0130stanbul\u2019da sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyir izlenirken dolar\/TL 48,24 seviyesinin \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n","protected":false},"author":14,"featured_media":38885,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[5002,488,15116,15115,5065],"class_list":["post-46646","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-borsa-istanbul","tag-fed","tag-jackson-hole","tag-kevin-warsh","tag-kuresel-piyasalar"],"yoast_head":"\nSPK\u2019dan halka arzlarda \u201c\u00f6ncelik\u201d d\u00fczenlemesi<\/h2>\n
Dolar\/TL 48,24 seviyesinin \u00fczerinde<\/h2>\n
BIST 100\u2019de kritik seviyeler<\/h2>\n