Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan G\u00fcn\u00fcn Piyasa Haritas\u0131 b\u00fclteninde; g\u00f6revinin ilk d\u00f6rt haftas\u0131nda enflasyon beklentilerinin geriledi\u011fini ve enflasyona ili\u015fkin risklerin azald\u0131\u011f\u0131n\u0131 belirten Warsh\u2019\u0131n, ge\u00e7en ay yapt\u0131\u011f\u0131 ilk bas\u0131n toplant\u0131s\u0131nda da vurgulad\u0131\u011f\u0131 fiyat istikrar\u0131 hedefinden \u00f6d\u00fcn vermeyece\u011fi mesaj\u0131n\u0131 yineledi\u011fi ifade edildi.\u00a0<\/p>\n
Yakla\u015fan faiz kararlar\u0131na ili\u015fkin herhangi bir \u00f6nceden y\u00f6nlendirme yapmayaca\u011f\u0131n\u0131, komitenin d\u00f6rt hafta sonraki toplant\u0131 \u00e7\u0131kt\u0131lar\u0131n\u0131n takip edilmesi gerekti\u011fini s\u00f6yleyen Warsh\u2019\u0131n, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n faiz indirimi y\u00f6n\u00fcndeki \u0131srarl\u0131 \u00e7a\u011fr\u0131lar\u0131na kar\u015f\u0131n Fed’in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131nda herhangi bir de\u011fi\u015fiklik olmayaca\u011f\u0131n\u0131 da ayr\u0131ca vurgulad\u0131\u011f\u0131 belirtildi. Bu yakla\u015f\u0131m\u0131n, piyasalarda temmuz ay\u0131 faiz art\u0131r\u0131m\u0131 spek\u00fclasyonlar\u0131na \u015fimdilik zemin haz\u0131rlamad\u0131\u011f\u0131; buna kar\u015f\u0131n komitenin her toplant\u0131da t\u00fcm se\u00e7enekleri a\u00e7\u0131k tutmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc bir \u00e7er\u00e7eve olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Ayn\u0131 panelde s\u00f6z alan ECB Ba\u015fkan\u0131 Christine Lagarde’\u0131n, k\u00fcresel ekonomideki risklerin birka\u00e7 hafta \u00f6ncesine k\u0131yasla daha dengeli bir g\u00f6r\u00fcn\u00fcme kavu\u015ftu\u011funu, mevcut tablonun bir stagflasyon ortam\u0131na i\u015faret etmedi\u011fini ifade etti\u011fi dile getirildi. Bu s\u00f6ylemin, Wall Street’teki risk i\u015ftah\u0131n\u0131 destekleyen bir ba\u015fka veri seti ile \u00f6rt\u00fc\u015ft\u00fc\u011f\u00fc; sava\u015f kaynakl\u0131 girdi maliyetlerindeki art\u0131\u015f\u0131n yava\u015flamas\u0131yla imalat faaliyetinin \u00fcst \u00fcste alt\u0131nc\u0131 ayda geni\u015fledi\u011finin g\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi.\u00a0<\/p>\n
S&P 500 b\u00fcnyesindeki \u015firketlerin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fcn g\u00fcn\u00fc y\u00fckseli\u015fle kapat\u0131rken, \u00e7ip \u00fcreticilerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131n endeksin genelini a\u015fa\u011f\u0131 \u00e7ekti\u011fi; endeksin e\u015fit a\u011f\u0131rl\u0131kl\u0131 versiyonunun ise t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine ula\u015farak y\u00fckseli\u015fin dar bir grup b\u00fcy\u00fck \u015firketin \u00f6tesine yay\u0131ld\u0131\u011f\u0131na i\u015faret etti\u011fi bildirildi. \u0130ki y\u0131ll\u0131k ABD tahvil getirilerinin hafif geriledi\u011fi, ABD y\u00f6netiminin \u0130ran ile s\u00fcrd\u00fcr\u00fclen dolayl\u0131 g\u00f6r\u00fc\u015fmelerin olumlu ilerledi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131n\u0131n d\u00fc\u015ft\u00fc\u011f\u00fc a\u00e7\u0131kland\u0131.<\/p>\n
B\u00fcltende, bug\u00fcn a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam raporunun 115 bin ki\u015filik istihdam art\u0131\u015f\u0131na i\u015faret etmesinin beklendi\u011fi ve bu verinin Fed’in temmuz toplant\u0131s\u0131 \u00f6ncesinde son b\u00fcy\u00fck g\u00f6sterge niteli\u011finde oldu\u011fu vurguland\u0131. Hisse senedi taraf\u0131ndaki al\u0131m iste\u011finin geni\u015f tabana yay\u0131lm\u0131\u015f olmas\u0131n\u0131n, enflasyon riskindeki azalma ile b\u00fcy\u00fcmenin diren\u00e7li seyretti\u011fine dair sinyalin birlikte fiyatland\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi ifade edildi. Tahvil getirilerindeki s\u0131n\u0131rl\u0131 gerilemenin yak\u0131n vadeli faiz art\u0131r\u0131m\u0131 ihtimalinin fiyatlamalarda \u00f6ne \u00e7\u0131kmad\u0131\u011f\u0131n\u0131 teyit etti\u011fi, petroldeki d\u00fc\u015f\u00fc\u015f\u00fcn ise jeopolitik risk priminin bir miktar geri \u00e7ekildi\u011fine i\u015faret etti\u011fi belirtildi.<\/p>\n
Son olarak alt\u0131n\u0131n, beklentilerin alt\u0131nda kalan \u00f6zel sekt\u00f6r istihdam verisi ile petrol fiyatlar\u0131ndaki gerilemenin deste\u011fiyle per\u015fembe g\u00fcn\u00fc y\u00fckseldi\u011fi aktar\u0131ld\u0131. Spot alt\u0131n\u0131n bu sabah y\u00fczde 0,84 art\u0131\u015fla ons ba\u015f\u0131na 4.064 dolarda fiyatland\u0131\u011f\u0131 payla\u015f\u0131ld\u0131.<\/p>\n
ADP Ulusal \u0130stihdam Raporu’na g\u00f6re ABD’de \u00f6zel sekt\u00f6r istihdam\u0131n\u0131n haziranda 98 bin ki\u015fi artarken, piyasa beklentisinin 118 bin ki\u015filik art\u0131\u015f y\u00f6n\u00fcnde oldu\u011fu; may\u0131s ay\u0131 verisinin ise 122 bin olarak korundu\u011fu bildirildi. Bu tablonun, g\u00fcn\u00fcn ilerleyen saatlerinde a\u00e7\u0131klanacak resmi tar\u0131m d\u0131\u015f\u0131 istihdam raporunda da benzer bir zay\u0131fl\u0131\u011f\u0131n g\u00f6r\u00fclebilece\u011fi ihtimalini g\u00fc\u00e7lendirerek alt\u0131na y\u00f6nelik talebin ana gerek\u00e7esini olu\u015fturdu\u011fu ifade edildi.\u00a0<\/p>\n
CME FedWatch verilerine g\u00f6re piyasalar\u0131n, Fed’in eyl\u00fcl ay\u0131 toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 64 olarak fiyatlad\u0131\u011f\u0131 kaydedildi. Petrol fiyatlar\u0131n\u0131n ise ABD ile \u0130ran aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’na odaklanan dolayl\u0131 g\u00f6r\u00fc\u015fme turunun kal\u0131c\u0131 bir bar\u0131\u015fa d\u00f6n\u00fc\u015fmemesine kar\u015f\u0131n gerilemeye devam etti\u011fi, di\u011fer de\u011ferli metallerden spot g\u00fcm\u00fc\u015f\u00fcn ise y\u00fczde 1 art\u0131\u015fla 59,70 dolarda bulundu\u011fu duyuruldu.<\/p>\n
<\/strong> \u0130stanbul, 2 Temmuz (Hibya) \u2013 Trive Yat\u0131r\u0131m, Federal Rezerv Sistemi’nin (Fed) yeni Ba\u015fkan\u0131 Kevin Warsh’\u0131n, Portekiz’in Sintra kentinde d\u00fczenlenen Avrupa Merkez Bankas\u0131’n\u0131n (ECB) y\u0131ll\u0131k Merkez Bankac\u0131l\u0131\u011f\u0131 Forumu’nda konu\u015ftu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":108339,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-108338","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/108338","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=108338"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/108338\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/108339"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=108338"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=108338"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=108338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"