Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan Amerikan Borsalar\u0131 B\u00fclteni’nde, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’nda \u0130ran gemilerine y\u00f6nelik ablukay\u0131 yeniden uygulamaya koyaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n petrol fiyatlar\u0131n\u0131 y\u00fckselterek enflasyon endi\u015felerini art\u0131rd\u0131\u011f\u0131 belirtildi. Artan jeopolitik riskler ve faiz beklentilerinin etkisiyle ABD hisse senetleri ve tahvillerinin de\u011fer kaybetti\u011fi, S&P 500 endeksinin \u00e7ip hisselerindeki sat\u0131\u015flar\u0131n da etkisiyle y\u00fczde 0,8 geriledi\u011fi ifade edildi. Para piyasalar\u0131n\u0131n ise Fed’in bu ay 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 yapma olas\u0131l\u0131\u011f\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 50 seviyesinde fiyatlamaya ba\u015flad\u0131\u011f\u0131 kaydedildi.<\/p>\n
B\u00fcltende, ABD ile \u0130ran aras\u0131nda artan jeopolitik gerilim ve petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin sekt\u00f6rler aras\u0131nda ayr\u0131\u015fmay\u0131 beraberinde getirdi\u011fi aktar\u0131ld\u0131. WTI petroldeki g\u00fc\u00e7l\u00fc y\u00fckseli\u015fin deste\u011fiyle enerji sekt\u00f6r\u00fcn\u00fcn y\u00fczde 3,2 de\u011fer kazanarak S&P 500’de en g\u00fc\u00e7l\u00fc performans\u0131 sergiledi\u011fi belirtilirken, Valero Energy, Phillips 66 ve Marathon Petroleum hisselerinin rekor seviyelere ula\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
Teknoloji sekt\u00f6r\u00fcnde ise sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilen b\u00fcltende, bilgi teknolojileri sekt\u00f6r\u00fcn\u00fcn y\u00fczde 2,1, yar\u0131 iletken sekt\u00f6r\u00fcn\u00fcn ise y\u00fczde 4,1 geriledi\u011fi kaydedildi. Intel, Lam Research ve Marvell Technology \u00f6nc\u00fcl\u00fc\u011f\u00fcnde \u00e7ip hisselerinin d\u00fc\u015f\u00fc\u015f g\u00f6sterdi\u011fi, yaz\u0131l\u0131m taraf\u0131nda ise Salesforce, Intuit ve ServiceNow’un y\u00fckseli\u015fleriyle pozitif ayr\u0131\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
B\u00fcltende, bug\u00fcn a\u00e7\u0131klanacak haziran ay\u0131 enflasyon verisi ve Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n Kongre sunumu \u00f6ncesinde temmuz ay\u0131nda 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131 beklentilerinin belirgin \u015fekilde g\u00fc\u00e7lendi\u011fi belirtildi. Faiz opsiyonlar\u0131nda bu olas\u0131l\u0131\u011f\u0131n y\u00fczde 10’un alt\u0131ndan yakla\u015f\u0131k y\u00fczde 50’ye y\u00fckseldi\u011fi, iki y\u0131ll\u0131k ABD Hazine tahvil getirisinin ise Fed politika faizinin \u00fczerinde kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Beklentilerin g\u00fc\u00e7lenmesinde, Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller’\u0131n \u00e7ekirdek enflasyonun y\u00fcksek seyretmesi halinde yak\u0131n vadede faiz art\u0131r\u0131m\u0131n\u0131n de\u011ferlendirilmesi gerekti\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n etkili oldu\u011fu belirtilen b\u00fcltende, piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n enflasyonun Fed’in y\u00fczde 2 hedefinin \u00fczerinde kalmaya devam etmesi nedeniyle s\u0131k\u0131 para politikas\u0131n\u0131n s\u00fcrebilece\u011fini fiyatlad\u0131\u011f\u0131 kaydedildi.<\/p>\n
B\u00fcltende, ABD’nin en b\u00fcy\u00fck bankalar\u0131n\u0131n ikinci \u00e7eyrek bilan\u00e7o sezonuna piyasalardaki y\u00fcksek volatilite ve artan m\u00fc\u015fteri i\u015flem hacimlerinin deste\u011fiyle g\u00fc\u00e7l\u00fc beklentilerle girdi\u011fi ifade edildi. JPMorgan, Bank of America, Citigroup, Goldman Sachs ve Morgan Stanley’nin toplam i\u015flem gelirinin yakla\u015f\u0131k 39 milyar dolara ula\u015fmas\u0131n\u0131n beklendi\u011fi, \u00f6zellikle hisse senedi al\u0131m sat\u0131m gelirlerinin rekor seviyelere yak\u0131n ger\u00e7ekle\u015fece\u011finin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.\u00a0<\/p>\n
Y\u00fcksek faiz ortam\u0131n\u0131n bankalar\u0131n faiz gelirlerini ve k\u00e2rl\u0131l\u0131klar\u0131n\u0131 destekledi\u011fi, ayn\u0131 zamanda i\u015flem faaliyetlerindeki canlanman\u0131n da finansal sonu\u00e7lara katk\u0131 sa\u011flamas\u0131n\u0131n beklendi\u011fi belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 14 Temmuz (Hibya) \u2013 Pusula Yat\u0131r\u0131m, ABD’de bug\u00fcn a\u00e7\u0131klanacak t\u00fcketici enflasyonu verisi ve Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n konu\u015fmas\u0131 \u00f6ncesinde temmuz ay\u0131nda faiz art\u0131r\u0131m\u0131 beklentilerinin g\u00fc\u00e7lendi\u011fini, artan jeopolitik riskler ile y\u00fckselen petrol fiyatlar\u0131n\u0131n ABD piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":114754,"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-114753","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\/114753","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=114753"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/114753\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/114754"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=114753"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=114753"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=114753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"