K\u00fcresel piyasalarda, ABD’deki ekonomik aktivitenin g\u00fcc\u00fcn\u00fc korudu\u011funa i\u015faret eden veriler ve Orta Do\u011fu’da enerji arz\u0131na y\u00f6nelik risklerin uzayabilece\u011fine y\u00f6nelik endi\u015feler risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcl\u00fcyor.<\/p>\n
New York’ta d\u00fczenlenen Birle\u015fmi\u015f Milletler (BM) 81. Genel Kurulu kapsam\u0131ndaki temaslar\u0131n yo\u011funla\u015ft\u0131\u011f\u0131 beklentilerle haftaya pozitif ba\u015flayan piyasalar, s\u00f6zl\u00fc g\u00f6r\u00fc\u015fmelerden hen\u00fcz beklenen tablonun \u00e7\u0131kmamas\u0131yla temkinli seyre geri d\u00f6nd\u00fc.<\/p>\n
\u00d6zellikle ABD ile \u0130ran aras\u0131ndaki jeopolitik gerilimlerin en az ABD’de kas\u0131m yerinde yap\u0131lacak Kongre ara se\u00e7imlerine kadar s\u00fcrebilece\u011fi endi\u015feleriyle petrol fiyatlar\u0131nda beklenen yumu\u015fama g\u00f6r\u00fclmedi. Brent petrol\u00fcn\u00fcn varisi yeniden 100 dolar\u0131n seviyesine \u00e7\u0131kt\u0131. Sava\u015f\u0131n uzama riskiyle birlikte piyasalarda, “petrol, enflasyon, faiz ve kredi getirileri zinciri” yeniden devreye girdi.<\/p>\n
Y\u00fcksek seyrini koruyan petrol fiyatlar\u0131n\u0131n paralelinde ABD’de ekonomik aktivitenin \u0131s\u0131nmaya devam etti\u011fine i\u015faret eden veriler, \u00fclkelerin enflasyonist bask\u0131lar\u0131n\u0131n yo\u011funla\u015fabilece\u011fi ve dolay\u0131s\u0131yla ABD Merkez Bankas\u0131’n\u0131n (Fed) \u015fahin ad\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrebilece\u011fi endi\u015felerini g\u00fc\u00e7lendirdi.<\/p>\n
ABD’de imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) eyl\u00fclde 57 de\u011ferini alarak 52 ayda en y\u00fcksek kalitede \u00e7\u0131kt\u0131 ve piyasa verilerinin \u00fczerinde ger\u00e7ekle\u015fti. Ayn\u0131 d\u00f6nemde hizmet sekt\u00f6r\u00fc PMI da 58,7 ile 59 ay\u0131n en y\u00fcksek de\u011ferini g\u00f6rd\u00fc.<\/p>\n
Analistler, ABD’de ekonomide g\u00fc\u00e7l\u00fc kalan enerji faturas\u0131n\u0131n y\u00fckselmesinin Fed’i \u015fahin kanada’n\u0131n do\u011fru itti\u011fini belirtirken, para piyasalar\u0131ndaki fiyatlamalarda bankan\u0131n gelecek ay politika faizini 25 baz puan art\u0131rma ihtimalinin y\u00fczde 70’e y\u00fckseldi\u011fini kaydetti.<\/p>\n
Bu s\u00fcre\u00e7te Fed liderlerinin \u015fahin tondaki s\u00f6zleriyle y\u00f6nlendirmeleri de mevcut olas\u0131l\u0131klar\u0131 g\u00fc\u00e7lendirdi. Fed Y\u00f6netim Kurulu \u00dcyesi Michael Barr, enflasyon hedefine ula\u015f\u0131lmas\u0131na y\u00f6nelik risklerin artt\u0131\u011f\u0131n\u0131, i\u015f g\u00fcc\u00fc piyasas\u0131nda risklerin ise azald\u0131\u011f\u0131n\u0131 belirtti. Barr, enflasyonun hedeflenen d\u00fczeye gerilemesini sa\u011flamak amac\u0131yla ilave politika d\u00fczenlemelerine ihtiya\u00e7 duyulabilece\u011fini ifade etti.<\/p>\n
S\u00f6z konusu geli\u015fmelerle enflasyonla ilgili endi\u015feleri ve kredi ihalelerine zay\u0131f talep gelmesiyle ABD’nin 10 y\u0131ll\u0131k kredi getirisi y\u00fczde 5.135 ile Temmuz 2007’den bu yana en y\u00fcksek seviyede g\u00f6r\u00fcld\u00fc. ABD’nin 2 y\u0131ll\u0131k faizi y\u00fczde 4.947 ile May\u0131s 2024’ten bu yana en y\u00fcksek oranda \u00e7\u0131kt\u0131.<\/p>\n
Analistler, ABD’de 2 y\u0131ll\u0131k faiz getirisinin Fed’in para politikas\u0131na y\u00f6nelik beklentilere daha duyarl\u0131 oldu\u011funu, 10 y\u0131ll\u0131k faiz getirisinin ise enflasyonun kal\u0131c\u0131l\u0131\u011f\u0131n\u0131n beklentilerden daha fazla etkilendi\u011fini belirtti.<\/p>\n
Ticaret cephesinde olumlu geli\u015fmeler ya\u015fan\u0131rken \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping’in, 11 y\u0131l aradan sonra ABD’ye yapt\u0131\u011f\u0131 resmi ziyaret ba\u015flad\u0131. ABD Ba\u015fkan\u0131 Donald Trump, Washington’a gelen \u00c7in Devlet Ba\u015fkan\u0131 \u015ei’yi havaalan\u0131nda ziyaret etmek i\u00e7in 3 g\u00fcnl\u00fck resmi ziyarette bulundu.<\/p>\n
\u00d6te yandan ABD Hazine Bakan\u0131 Scott Bessent, \u00c7in ile kas\u0131m yerine sona erecek Busan mutabakat\u0131n\u0131n 10 Ocak’a kadar uzat\u0131lmas\u0131 konusunda anla\u015ft\u0131klar\u0131n\u0131 belirtti.<\/p>\n
Bu geli\u015fmeler ABD’nin 10 y\u0131ll\u0131k kredi faizi yeni g\u00fcnde y\u00fczde 5,12 seviyesinde dengeliyken, kas\u0131m vadeli Brent petrol\u00fcn\u00fcn varil fiyat\u0131 y\u00fczde 0,8 d\u00fc\u015f\u00fc\u015fle 102,3 dolarda seyrediyor.<\/p>\n
Fed’in s\u0131k\u0131la\u015fmaya devam edebilece\u011fi tahminleri ve artan finansal faizleriyle d\u00fcn 101,2 oranlar\u0131n\u0131n g\u00fcneyinden 2 ay\u0131n zirvesini g\u00f6rmesinin ard\u0131ndan yeni i\u015flem art\u0131\u015f\u0131 ise y\u00fczde 0,1 azal\u0131\u015fla 101,1 \u00e7ekildi.<\/p>\n
D\u00fcn y\u00fczde 1,6 de\u011fer kayb\u0131yla 4 bin 287 y\u00f6nde gerileyen alt\u0131n\u0131n onsu yeni g\u00fcnde ise ticaret b\u00f6lgesindeki risklerin yap\u0131s\u0131 ve dolardaki gev\u015femeyle y\u00fczde 0,1 art\u0131\u015fla 4 bin 293 dolardan al\u0131c\u0131 buluyor.<\/p>\n
S\u00f6z konusu geli\u015fmelerle S&P 500 endeksi y\u00fczde 0,75, Nasdaq endeksi 1,13 ve Dow Jones endeksi 0,68 y\u00fczde d\u00fc\u015ft\u00fc. ABD’de endeks vadeli kontratlar g\u00fcn olumsuz ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda d\u00fcn \u0130ngiltere hari\u00e7 sat\u0131c\u0131l\u0131 bir seyir izlenirken, enerji maliyetlerinden dolay\u0131 yeniden k\u00f6r\u00fcklenen enflasyon korkular\u0131 ile merkez bankalar\u0131na y\u00f6nelik artan s\u0131k\u0131la\u015fma b\u00f6lgeleri b\u00f6lgesel fiyatlamalar\u0131 zorluklard\u0131.<\/p>\n
D\u00fcn h\u0131zland\u0131, Avro B\u00f6lgesi’nde \u00f6zel sekt\u00f6r faaliyetleri h\u0131zlan\u0131rken, s\u0131v\u0131lar Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) 53,1 ile son 41 ay\u0131n en y\u00fcksek h\u0131z\u0131na ula\u015ft\u0131.<\/p>\n
Analistler, s\u00f6z konusu verinin b\u00f6lgedeki enflasyonist bask\u0131lar\u0131n s\u00fcrebilece\u011fine y\u00f6nelik endi\u015felerin artt\u0131\u011f\u0131n\u0131 belirterek, piyasa beklentilerinin Avrupa Merkez Bankas\u0131’n\u0131n (ECB) y\u0131l sonuna kadar bir kez faiz art\u0131\u015f\u0131n\u0131n muhtemel y\u00f6n\u00fcnde \u015fekillendi\u011fini s\u00f6yledi.<\/p>\n
\u00d6te yandan uygun destek hava yolu \u015firketi Ryanair \u00dcst Y\u00f6neticisi (CEO) Michael O’Leary, bug\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, hava yolunun g\u00f6r\u00fclmesinin y\u00fcksek petrol fiyatlar\u0131n\u0131n kar\u015f\u0131lanamamas\u0131 nedeniyle u\u00e7ak bileti fiyatlar\u0131n\u0131n artabilece\u011fini dile getirdi.<\/p>\n
Bu arada Avrupa Birli\u011fi (AB) Komisyon Ba\u015fkan\u0131 Ursula von der Leyen ve AB Konseyi Ba\u015fkan\u0131 Antonio Costa, Suriye Devlet Ba\u015fkan\u0131 Ahmed \u015eara ile iyi bir g\u00f6r\u00fc\u015fme s\u0131ras\u0131nda belirtilen bu \u00fclkeyle birle\u015fmenin ilerletilmesinin s\u00fcrd\u00fcr\u00fclece\u011fini kaydetti.<\/p>\n
S\u00f6z konusu geli\u015fmelerle \u0130ngiltere’de FTSE 100 endeksi Extreme seyrederken, \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,21, Fransa’da CAC 40 endeksi y\u00fczde 0,39 ve Almanya’da DAX 40 endeksi y\u00fczde 0,66 d\u00fc\u015ft\u00fc. Avrupa’da endeks vadeli kontratlar ise g\u00fcn olumsuz ba\u015flad\u0131.<\/p>\n
Asya borsalar\u0131 Japonya hari\u00e7 sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlerken, son 3 g\u00fcn\u00fcn kapal\u0131l\u0131\u011f\u0131n\u0131 s\u00fcrd\u00fcrmekte olan Japonya borsalar\u0131 bug\u00fcn olumlu bir g\u00f6r\u00fcn\u00fcmle a\u00e7\u0131ld\u0131.<\/p>\n
\u00c7in Devlet Ba\u015fkan\u0131 \u015ei’nin ABD’ye ziyareti ve Trump ile b\u00f6lge piyasalar\u0131n\u0131n oda\u011f\u0131nda yer al\u0131yor. \u0130ki liderin \u00f6zellikle nadir toprak unsurlar\u0131 konusunda uzla\u015f\u0131 sa\u011flay\u0131p ge\u00e7ebilece\u011fi y\u00f6n\u00fcndeki geli\u015fmeler ayr\u0131nt\u0131l\u0131 olarak takip edilecek.<\/p>\n
\u00d6te yandan ABD Hazine Bakan\u0131 Bessent Fox News’e yap\u0131lan r\u00f6portajda, \u00c7in Ba\u015fbakan Yard\u0131mc\u0131s\u0131 H\u0131 Lifing’in de\u011ferlendirmelerde bulundu\u011fu g\u00f6r\u00fc\u015fmeye ili\u015fkin a\u00e7\u0131klamalarda bulunuldu. Merhaba ile pazar g\u00fcn\u00fc New York’ta bir araya geli\u015fini an\u0131msatan Bessent, 12 saat s\u00fcren bir g\u00f6r\u00fc\u015fme s\u00fcresi ancak hala tamamlanmam\u0131\u015f baz\u0131 hususlar\u0131n oldu\u011funu s\u00f6yledi.<\/p>\n
B\u00f6lgede bug\u00fcn uygulanan uygulamaya g\u00f6re, Japonya’da eyl\u00fcl ay\u0131nda imalat sanayi PMI 54,1, hizmet sekt\u00f6r\u00fc PMI 51,6 ve fizyolojik PMI 52,5 olarak ger\u00e7ekle\u015firken, 3 veride \u00f6nceki aya g\u00f6re t\u00fckendi.<\/p>\n
S\u00f6z konusu geli\u015fmeler devam ediyor yak\u0131n Japonya’da Nikkei 225 y\u00fczde 1,3 artarken, Hong Kong’da Hang Seng y\u00fczde 0,7 ve \u00c7in’de \u015eanghay y\u00fczde 1 d\u00fc\u015ft\u00fc. G\u00fcney Kore’de piyasalar tatil nedeniyle bug\u00fcn kapal\u0131 olacak.<\/p>\n
D\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 takvimi, y\u00fczde 0,40 de\u011fer kazanarak 13.251,85 puandan tamamlad\u0131.<\/p>\n
Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 temelli ekim vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans devam\u0131na g\u00f6re y\u00fczde 0,35 geriledi.<\/p>\n
Cumhurba\u015fkanl\u0131\u011f\u0131 \u0130leti\u015fim Ba\u015fkanl\u0131\u011f\u0131, Birle\u015fmi\u015f Milletler (BM) 81. Genel Kurulu dolay\u0131s\u0131yla New York’ta bulunan Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan’\u0131n Ukrayna Devlet Ba\u015fkan\u0131 Zelenskiy ile toplant\u0131lar\u0131na ili\u015fkin a\u00e7\u0131klama yapt\u0131.<\/p>\n
Buna g\u00f6re, g\u00f6r\u00fc\u015fmede liderler T\u00fcrkiye-Ukrayna ikili ili\u015fkileri, Ukrayna-Rusya Sava\u015f\u0131’n\u0131n gidi\u015fat\u0131 ve b\u00f6lgesel konular ele al\u0131nd\u0131.<\/p>\n
Cumhurba\u015fkan\u0131 Erdo\u011fan g\u00f6r\u00fc\u015fmede, Ukrayna-Rusya Sava\u015f\u0131’n\u0131n kal\u0131c\u0131 bar\u0131\u015fla sonu\u00e7lanmas\u0131 i\u00e7in T\u00fcrkiye’nin elinden almaya her zaman haz\u0131r oldu\u011funu, do\u011frudan m\u00fczakerelerin canlanmas\u0131 i\u00e7in g\u00fcc\u00fcn\u00fcz\u00fcn devam edece\u011fini belirtti.<\/p>\n
Dolar\/TL d\u00fcn 48.8300’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n gidi\u015fat\u0131nda \u00f6nceki devam\u0131nda y\u00fczde 0,1 \u00fczerinde 48.8520’den fazla i\u015flem yap\u0131l\u0131yor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde haftal\u0131k para ve banka istatistiklerinin, yurt d\u0131\u015f\u0131nda ise ABD’de cari i\u015flemlerinin istikrar\u0131, in\u015faat izinleri ve yeni konut sat\u0131\u015flar\u0131n\u0131n takip edildi\u011fini belirten teknik a\u00e7\u0131dan BIST 100 endeksinde 13.400 ve 13.500 puan\u0131n diren\u00e7, 13.100 ve 13.000 puan\u0131n destek durumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
11.00 Almanya, eyl\u00fcl ay\u0131 Ifo i\u015f d\u00fcnyas\u0131n\u0131n g\u00fcven endeksi<\/p>\n
14.00 T\u00fcrkiye, haftal\u0131k bankac\u0131l\u0131k sekt\u00f6r\u00fc verileri<\/p>\n
14.30 T\u00fcrkiye, haftal\u0131k para ve banka istatistikleri<\/p>\n
15.30 ABD, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131<\/p>\n
15.30 ABD, 2. \u00e7eyrekte cari oyun dengesi<\/p>\n
15.30 ABD, a\u011fustos ay\u0131 in\u015faat izinleri<\/p>\n
17.00 ABD, a\u011fustos ay\u0131 yeni konut sat\u0131\u015flar\u0131<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalar, ABD ekonomisinin g\u00fcc\u00fcn\u00fc korudu\u011funa i\u015faret eden veriler, y\u00fcksek seyreden enerji fiyatlar\u0131 ve Fed\u2019den gelen s\u0131k\u0131 para politikas\u0131 mesajlar\u0131n\u0131n etkisiyle 24 Eyl\u00fcl sabah\u0131na sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 ba\u015flad\u0131. ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5\u2019in \u00fczerinde kal\u0131rken dolar endeksi 101 seviyelerinde, Brent petrol 102 dolar\u0131n \u00fczerinde seyrediyor. Alt\u0131n\u0131n onsu 4 bin 293 dolar \u00e7evresinde i\u015flem g\u00f6r\u00fcrken ABD, Avrupa ve Asya borsalar\u0131nda risk i\u015ftah\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. T\u00fcrkiye\u2019de ise BIST 100\u2019\u00fcn ard\u0131ndan g\u00f6zler para ve banka istatistikleri ile k\u00fcresel veri ak\u0131\u015f\u0131na \u00e7evrildi.<\/p>\n","protected":false},"author":2,"featured_media":49608,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,3483],"tags":[488,2418],"class_list":["post-51836","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-4-bolge","tag-fed","tag-kureselpiyasalar"],"yoast_head":"\n