A1 Capital taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck b\u00fcltende, ABD’de istihdam\u0131n diren\u00e7li g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc korudu\u011fu, \u00c7in’de \u00fcretici enflasyonunun maliyet bask\u0131lar\u0131n\u0131 yeniden g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 ve jeopolitik risklerin petrol, tahvil ve alt\u0131n fiyatlamalar\u0131 \u00fczerinden etkisini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi. T\u00fcrkiye taraf\u0131nda ise BIST’te risk azaltma e\u011filiminin, tahvil piyasas\u0131nda y\u00fcksek faiz dengesinin ve TL varl\u0131klarda se\u00e7ici duru\u015fun \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
B\u00fcltende, ABD’de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n 4 Temmuz haftas\u0131nda 215 bin olarak ger\u00e7ekle\u015fti\u011fi, \u00f6nceki hafta bu rakam\u0131n 217 bin oldu\u011fu aktar\u0131ld\u0131. Devam eden ba\u015fvurular\u0131n ise 1,814 milyon seviyesine y\u00fckseldi\u011fi belirtilirken, i\u015ften \u00e7\u0131karmalar\u0131n d\u00fc\u015f\u00fck seviyelerde kalmas\u0131n\u0131n ekonomide sert bir yava\u015flama olmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi, buna kar\u015f\u0131n devam eden ba\u015fvurulardaki art\u0131\u015f\u0131n i\u015fini kaybedenlerin yeni i\u015f bulmas\u0131n\u0131n zorla\u015ft\u0131\u011f\u0131na i\u015faret etti\u011fi kaydedildi.<\/p>\n
Bu g\u00f6r\u00fcn\u00fcm\u00fcn Fed’e “acele gev\u015feme alan\u0131 yok” mesaj\u0131 verdi\u011fi ifade edilen b\u00fcltende, tahvil faizlerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerin s\u0131n\u0131rl\u0131 kalabilece\u011fi, g\u00fc\u00e7l\u00fc istihdam\u0131n hisse piyasalar\u0131nda b\u00fcy\u00fcme beklentilerini desteklerken faiz hassasiyeti y\u00fcksek teknoloji hisselerinde dalgalanmaya neden olabilece\u011fi de\u011ferlendirildi.<\/p>\n
Almanya’da sanayi \u00fcretiminin may\u0131s ay\u0131nda ayl\u0131k y\u00fczde 0,9 artt\u0131\u011f\u0131, enerji ve in\u015faat hari\u00e7 sanayi \u00fcretiminin y\u00fczde 0,8, sermaye mal\u0131 \u00fcretiminin ise y\u00fczde 1,3 y\u00fckseldi\u011fi aktar\u0131ld\u0131. Sanayide toparlanma sinyallerinin Avrupa b\u00fcy\u00fcmesi a\u00e7\u0131s\u0131ndan s\u0131n\u0131rl\u0131 da olsa olumlu oldu\u011fu belirtilirken, sanayi, otomotiv, makine ve ihracat\u00e7\u0131 \u015firket hisseleri i\u00e7in destekleyici bir g\u00f6r\u00fcn\u00fcm sundu\u011fu ifade edildi. Ancak enerji fiyatlar\u0131 ve jeopolitik risklerin Avrupa tahvil faizlerini yukar\u0131 y\u00f6nl\u00fc etkileyerek hisse piyasalar\u0131ndaki olumlu etkinin s\u0131n\u0131rlanmas\u0131na neden olabilece\u011fi kaydedildi.<\/p>\n
\u00c7in’de haziran ay\u0131nda T\u00dcFE’nin y\u0131ll\u0131k y\u00fczde 1,0, \u00e7ekirdek T\u00dcFE’nin de y\u00fczde 1,0 artt\u0131\u011f\u0131, ayl\u0131k T\u00dcFE’nin ise y\u00fczde 0,3 geriledi\u011fi bildirildi. \u00dcretici Fiyat Endeksi’nin y\u0131ll\u0131k y\u00fczde 4,1 y\u00fckseldi\u011fi belirtilen b\u00fcltende, t\u00fcketici talebinin g\u00fc\u00e7l\u00fc olmamas\u0131na kar\u015f\u0131n \u00fcretici maliyetlerindeki art\u0131\u015f\u0131n k\u00fcresel enflasyon a\u00e7\u0131s\u0131ndan maliyet bask\u0131lar\u0131n\u0131n yeniden g\u00fc\u00e7lendi\u011fine i\u015faret etti\u011fi ifade edildi. Bunun da ABD ve Avrupa tahvil faizlerinde kal\u0131c\u0131 d\u00fc\u015f\u00fc\u015f beklentilerini zay\u0131flatt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Fed \u00fcyelerinin enflasyon konusunda temkinli duru\u015funu s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtilen b\u00fcltende, enerji fiyatlar\u0131 ve i\u015f g\u00fcc\u00fc piyasas\u0131na ili\u015fkin geli\u015fmelerin yak\u0131ndan izlendi\u011fi, faiz indirimi beklentilerinin tamamen ortadan kalkmad\u0131\u011f\u0131 ancak zamanlamas\u0131n\u0131n \u00f6telendi\u011fi ifade edildi. Bu nedenle ABD tahvil faizlerindeki geri \u00e7ekilmenin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131, dolar\u0131n g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc korudu\u011fu, alt\u0131n ile geli\u015fen \u00fclke varl\u0131klar\u0131n\u0131n ise Fed mesajlar\u0131na duyarl\u0131 kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Avrupa Merkez Bankas\u0131 (ECB) tutanaklar\u0131nda ise enerji, \u00fccretler ve hizmet fiyatlar\u0131 nedeniyle enflasyon konusunda temkinli duru\u015fun korundu\u011fu aktar\u0131ld\u0131. Enflasyonun hedefe yakla\u015ft\u0131\u011f\u0131 ancak risklerin s\u00fcrd\u00fc\u011f\u00fc belirtilirken, ECB’nin de Fed gibi h\u0131zl\u0131 bir parasal gev\u015feme konusunda aceleci olmad\u0131\u011f\u0131 ve Avrupa tahvil faizlerinde kal\u0131c\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn kolay g\u00f6r\u00fcnmedi\u011fi ifade edildi.<\/p>\n
Yurt i\u00e7inde ise T\u00dc\u0130K verilerine g\u00f6re in\u015faat maliyet endeksinin may\u0131s ay\u0131nda ayl\u0131k y\u00fczde 1,87, y\u0131ll\u0131k y\u00fczde 29,84 artt\u0131\u011f\u0131 bildirildi. Malzeme endeksinin ayl\u0131k y\u00fczde 1,77, i\u015f\u00e7ilik endeksinin ise y\u00fczde 2,04 y\u00fckseldi\u011fi belirtilirken, maliyet enflasyonunun canl\u0131l\u0131\u011f\u0131n\u0131 korudu\u011fu, \u00f6zellikle konut, altyap\u0131 ve taahh\u00fct sekt\u00f6rlerinde marj bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc kaydedildi. \u0130\u015f\u00e7ilik maliyetlerindeki art\u0131\u015f\u0131n hizmet enflasyonundaki kat\u0131l\u0131\u011f\u0131n devam etti\u011fini g\u00f6sterdi\u011fi, bunun gayrimenkul ve in\u015faat \u015firketlerinde maliyet y\u00f6netimini daha \u00f6nemli hale getirdi\u011fi, bankalar a\u00e7\u0131s\u0131ndan ise konut kredisi talebinin s\u0131n\u0131rl\u0131 kalabilece\u011fi ve tahvil piyasas\u0131nda enflasyon beklentilerinin h\u0131zl\u0131 gev\u015femesini zorla\u015ft\u0131rabilece\u011fi ifade edildi.<\/p>\n
B\u00fcltende, TCMB’nin menkul k\u0131ymet istatistiklerine g\u00f6re 3 Temmuz haftas\u0131nda yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n hisse senedinde 11,5 milyon dolar net al\u0131m yapt\u0131\u011f\u0131, Devlet \u0130\u00e7 Bor\u00e7lanma Senetleri’nde (D\u0130BS) ise 572 milyon dolar net al\u0131m ger\u00e7ekle\u015ftirdi\u011fi aktar\u0131ld\u0131. Bu g\u00f6r\u00fcn\u00fcm\u00fcn, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye piyasalar\u0131na ilgisini s\u00fcrd\u00fcrmekle birlikte tercihini hisse senetlerinden ziyade y\u00fcksek reel getiri potansiyeli sunan TL tahvillerden yana kulland\u0131\u011f\u0131na i\u015faret etti\u011fi belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 10 Temmuz (Hibya) \u2013 A1 Capital, k\u00fcresel piyasalarda fiyatlamalar\u0131n ABD istihdam verileri, \u00c7in enflasyon g\u00f6stergeleri ve jeopolitik riskler etraf\u0131nda \u015fekillendi\u011fini, yurt i\u00e7inde ise BIST’te risk azaltma e\u011filimi ile tahvil piyasas\u0131nda y\u00fcksek faiz dengesinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":112578,"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-112577","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\/112577","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=112577"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/112577\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/112578"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=112577"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=112577"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=112577"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"