Pusula Yat\u0131r\u0131m’\u0131n Yurt D\u0131\u015f\u0131 Piyasalar G\u00fcnl\u00fck B\u00fclteni’nde, Kevin Warsh y\u00f6netiminde ger\u00e7ekle\u015ftirilen Fed toplant\u0131s\u0131na ait yay\u0131mlanan tutanaklar\u0131n, 19 Fed yetkilisinin enflasyonun gelece\u011fine ili\u015fkin farkl\u0131 de\u011ferlendirmeler yapt\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi belirtildi.\u00a0<\/p>\n
Politika yap\u0131c\u0131lar\u0131n yar\u0131s\u0131n\u0131n, \u0130ran ile sava\u015f\u0131n yat\u0131\u015fmas\u0131, enerji fiyatlar\u0131n\u0131n gerilemesi ve g\u00fcmr\u00fck vergilerinin etkisinin azalmas\u0131yla enflasyonun y\u00fczde 4,2’lik \u00fc\u00e7 y\u0131ll\u0131k zirvesinden gerilemesini bekledi\u011fi ve politika faizinin y\u0131l sonunda mevcut y\u00fczde 3,6 seviyesinde kalmas\u0131n\u0131 veya bunun alt\u0131na inmesini savundu\u011fu aktar\u0131ld\u0131.<\/p>\n
B\u00fcltende, di\u011fer yar\u0131s\u0131n\u0131n ise yapay zeka altyap\u0131s\u0131na y\u00f6nelik yat\u0131r\u0131mlar\u0131n yar\u0131 iletken, bilgisayar ve elektrik fiyatlar\u0131 \u00fczerindeki yukar\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 s\u00fcrd\u00fcrece\u011fi endi\u015fesiyle y\u0131l sonuna kadar faiz art\u0131r\u0131m\u0131 gerekti\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc dile getirdi\u011fi ifade edildi. Donald Trump taraf\u0131ndan Jerome Powell’\u0131n yerine atanan Kevin Warsh’un, ekonominin y\u00f6n de\u011fi\u015ftirme ihtimaline kar\u015f\u0131 faiz projeksiyonu sunmad\u0131\u011f\u0131 belirtilirken, haziran ay\u0131nda politika faizinin sabit tutulmas\u0131 karar\u0131n\u0131n oy birli\u011fiyle al\u0131nmas\u0131na ra\u011fmen baz\u0131 \u00fcyelerin bu toplant\u0131da dahi faiz art\u0131r\u0131m\u0131n\u0131 savundu\u011fu kaydedildi.<\/p>\n
Raporda, Warsh’un Fed’in y\u00fczde 2 enflasyon hedefine ba\u011fl\u0131l\u0131\u011f\u0131n\u0131 vurgulayan a\u00e7\u0131klamalar\u0131n\u0131n piyasalarda olas\u0131 faiz art\u0131r\u0131m\u0131 sinyali olarak de\u011ferlendirildi\u011fi ifade edildi. New York Fed’in t\u00fcketicilerin bir y\u0131ll\u0131k enflasyon beklentisinin y\u00fczde 3,7 ile son \u00fc\u00e7 y\u0131l\u0131n, \u00fc\u00e7 y\u0131ll\u0131k beklentisinin ise y\u00fczde 3,3 ile son d\u00f6rt y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n, beklentilerin kal\u0131c\u0131 hale gelerek fiyat art\u0131\u015flar\u0131n\u0131 tetikleme riskini art\u0131rd\u0131\u011f\u0131 ve politika yap\u0131c\u0131lar\u0131n karar alma s\u00fcrecini zorla\u015ft\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu \u015fahin duru\u015fun piyasalarda etkisini g\u00f6sterdi\u011fi belirtildi.<\/p>\n
B\u00fcltende ayr\u0131ca, \u00c7in’de haziran ay\u0131nda t\u00fcketici fiyat endeksinin y\u00fcksek enerji maliyetlerinin i\u00e7 talebi bask\u0131lamas\u0131yla y\u0131ll\u0131k y\u00fczde 1 art\u0131\u015f g\u00f6stererek y\u00fczde 1,1’lik beklentinin ve may\u0131s ay\u0131ndaki y\u00fczde 1,2 seviyesinin alt\u0131nda kald\u0131\u011f\u0131 ifade edildi. G\u0131da ve enerji fiyatlar\u0131 hari\u00e7 tutulan \u00e7ekirdek enflasyonun y\u0131ll\u0131k y\u00fczde 1’e geriledi\u011fi, g\u0131da fiyatlar\u0131n\u0131n y\u00fczde 1,6 d\u00fc\u015ft\u00fc\u011f\u00fc kaydedildi.<\/p>\n
\u00dcretici fiyat endeksinin ise sava\u015f kaynakl\u0131 arz kesintileri, y\u00fckselen emtia maliyetleri ve yapay zeka bilgi i\u015flem g\u00fcc\u00fcne y\u00f6nelik \u00e7ip ile teknoloji ekipman\u0131 talebinin etkisiyle y\u0131ll\u0131k y\u00fczde 4,1 artarak Temmuz 2022’den bu yana en g\u00fc\u00e7l\u00fc y\u00fckseli\u015fini kaydetti\u011fi aktar\u0131ld\u0131. Buna kar\u015f\u0131n \u00fcretici fiyatlar\u0131n\u0131n ayl\u0131k bazda y\u00fczde 0,3 gerilemesinin ve fabrikalar\u0131n maliyet art\u0131\u015flar\u0131n\u0131 nihai t\u00fcketiciye tam olarak yans\u0131tamamas\u0131n\u0131n i\u00e7 talepteki zay\u0131fl\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi ifade edildi.<\/p>\n
Raporda son olarak, \u00c7in ekonomisinde g\u00fc\u00e7l\u00fc ihracat ve imalat faaliyetlerine ra\u011fmen zay\u0131f t\u00fcketim ve konut sekt\u00f6r\u00fcndeki sorunlar\u0131n b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc bask\u0131lad\u0131\u011f\u0131 belirtildi. Uluslararas\u0131 Para Fonu’nun (IMF), y\u00fcksek teknoloji \u00fcretimi ve kamu altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n deste\u011fiyle \u00c7in’in bu y\u0131la ili\u015fkin b\u00fcy\u00fcme tahminini y\u00fczde 4,4’ten y\u00fczde 4,6’ya y\u00fckseltti\u011fi, bunun \u00fclkenin resmi y\u00fczde 4,5-5 b\u00fcy\u00fcme hedefiyle uyumlu oldu\u011fu ifade edilirken, Pekin y\u00f6netiminin temmuz ay\u0131 sonundaki Politb\u00fcro toplant\u0131s\u0131na kadar t\u00fcketici talebini destekleyecek kapsaml\u0131 yeni bir te\u015fvik paketi a\u00e7\u0131klamas\u0131n\u0131n beklenmedi\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 9 Temmuz (Hibya) \u2013 Pusula Yat\u0131r\u0131m, Fed toplant\u0131 tutanaklar\u0131n\u0131n politika yap\u0131c\u0131lar aras\u0131nda enflasyon g\u00f6r\u00fcn\u00fcm\u00fc ve faiz patikas\u0131na ili\u015fkin g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131 ortaya koydu\u011funu, \u00c7in’de ise enflasyon ve \u00fcretici fiyatlar\u0131na ili\u015fkin verilerin ekonomideki dengesiz g\u00f6r\u00fcn\u00fcm\u00fc yans\u0131tt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":111910,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1,9],"tags":[],"class_list":["post-111909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111909","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=111909"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111909\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111910"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"