Halk Yat\u0131r\u0131m\u2019\u0131n raporunda d\u00fcn ABD piyasalar\u0131n\u0131n, makro veri ak\u0131\u015flar\u0131n\u0131n faiz indirimi temas\u0131n\u0131 desteklemesi \u0131\u015f\u0131\u011f\u0131nda d\u00f6ng\u00fcsel sekt\u00f6r hisselerinde \u00f6ne \u00e7\u0131kan al\u0131mlarla pozitif seyir izledi\u011fi aktar\u0131ld\u0131. Raporda \u015funlar ifade edildi:<\/p>\n
\u201cMakro veriler cephesinde d\u00fcn perakende sat\u0131\u015flar, \u00dcFE, istihdam ve t\u00fcketici g\u00fcveni verileri takibimizdeydi. Perakende sat\u0131\u015flar Eyl\u00fcl ay\u0131 verisi ayl\u0131k bazda y\u00fczde 0,2 art\u0131\u015f kaydederek beklentinin alt\u0131nda ger\u00e7ekle\u015firken, \u00dcFE, artan enerji ve g\u0131da maliyetlerinin etkisiyle Eyl\u00fcl ay\u0131nda, beklentilere paralel olarak ayl\u0131k bazda y\u00fczde 0,3 art\u0131\u015f g\u00f6sterdi. Y\u0131ll\u0131k bazda ise y\u00fczde 2,7 art\u0131\u015f kaydederek, tahminlerin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
\u0130stihdam cephesinde ise, ADP Ara\u015ft\u0131rma Enstit\u00fcs\u00fc taraf\u0131ndan haftal\u0131k olarak yay\u0131mlanan verilere g\u00f6re, \u00f6zel sekt\u00f6rdeki istihdam kayb\u0131 son d\u00f6nemde belirgin \u015fekilde h\u0131zland\u0131. \u00d6zel sekt\u00f6r i\u015fverenleri, 8 Kas\u0131m\u2019a kadar olan d\u00f6rt haftal\u0131k s\u00fcre\u00e7te haftada ortalama 13.500 i\u015f kayb\u0131 ya\u015fad\u0131. \u00d6zel sekt\u00f6r\u00fcn istihdam kayb\u0131, 1 Kas\u0131m'da sona eren d\u00f6rt haftal\u0131k d\u00f6nemde haftada ortalama 2.500 olarak kaydedilmi\u015fti. Ayr\u0131ca, Conference Board t\u00fcketici g\u00fcveni Kas\u0131m ay\u0131 verisi, i\u015fg\u00fcc\u00fc piyasas\u0131 ve ekonomiye ili\u015fkin endi\u015feler nedeniyle ayl\u0131k bazda 6,8 puan d\u00fc\u015f\u00fc\u015fle 88,7 seviyesine gerileyerek, son yedi ay\u0131n en d\u00fc\u015f\u00fck seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
\u00dcFE\u2019nin beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesine kar\u015f\u0131n, piyasa fiyatlamalar\u0131nda \u00f6zellikle ABD ekonomisinin y\u00fczde 70\u2019ini olu\u015fturan t\u00fcketici harcamalar\u0131n\u0131n seyri a\u00e7\u0131s\u0131ndan olumsuz sinyaller veren perakende sat\u0131\u015flar verisine ek olarak, istihdam cephesinde \u00f6ne \u00e7\u0131kan zay\u0131flama belirleyici oldu. Faiz indirim temas\u0131n\u0131 destekleyen s\u00f6z konusu veri ak\u0131\u015f\u0131 \u0131\u015f\u0131\u011f\u0131nda Aral\u0131k ay\u0131 FOMC toplant\u0131s\u0131nda Fed\u2019in 25 baz puanl\u0131k faiz indirimine gidece\u011fi y\u00f6n\u00fcndeki beklenti y\u00fczde 80,4 seviyesine y\u00fckseldi. Tahvil faizleri cephesinde de d\u00fcn d\u00fc\u015f\u00fc\u015f e\u011filimi devam etti. 2 y\u0131ll\u0131klar y\u00fczde 3,46 seviyesine, 10 y\u0131ll\u0131klar da y\u00fczde 4 seviyesine geriledi.<\/p>\n
Bu arada, tahvil faizlerindeki gerilemede Beyaz Saray Ulusal Ekonomik Konseyi Direkt\u00f6r\u00fc Hassett\u2019in bir sonraki Fed ba\u015fkan\u0131 olmak i\u00e7in en g\u00fc\u00e7l\u00fc aday olarak \u00f6ne \u00e7\u0131kmas\u0131n\u0131n da etkili oldu\u011funu vurgulamak isteriz. D\u00fcn ABD Hazine Bakan\u0131 Bessent, be\u015f g\u00fc\u00e7l\u00fc aday\u0131n de\u011ferlendirildi\u011fini ve Trump'\u0131n yeni Fed ba\u015fkan\u0131n\u0131 Noel'den \u00f6nce duyurma ihtimalinin y\u00fcksek oldu\u011funu s\u00f6yledi. Ge\u00e7en ay Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in de\u011ferlendirilen be\u015f aday\u0131n isimlerini a\u00e7\u0131klayan Bessent, bu ki\u015filer aras\u0131nda Beyaz Saray Ulusal Ekonomi Konseyi Direkt\u00f6r\u00fc Hassett, Fed'in Denetimden Sorumlu Ba\u015fkan Yard\u0131mc\u0131s\u0131 Bowman, Fed Y\u00f6netim Kurulu \u00dcyesi Waller, eski Fed Y\u00f6netim Kurulu \u00dcyesi Warsh ve varl\u0131k y\u00f6netim \u015firketi BlackRock'\u0131n \u00fcst d\u00fczey y\u00f6neticisi Rieder'in bulundu\u011funu belirtmi\u015fti.<\/p>\n
Dow Jones endeksi y\u00fczde 1,43 y\u00fckseli\u015fle 47.112,45 seviyesinden, S&P 500 endeksi y\u00fczde 0,91 de\u011fer kazanc\u0131yla 6.765,88 seviyesinden kapand\u0131. Nasdaq endeksi de y\u00fczde 0,67 art\u0131\u015fla 23.025,59 puandan g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
Sekt\u00f6rel cephede, d\u00f6ng\u00fcsel sekt\u00f6r hisselerinin al\u0131mlara \u00f6nc\u00fcl\u00fck etti\u011fi takip edildi. State Street SPDR S&P Retail ETF (XRT) y\u00fczde 4\u2019\u00fcn \u00fczerinde y\u00fckselirken, State Street SPDR S&P Homebuilders ETF (XHB) ve State Street SPDR S&P Regional Banking ETF (KRE) s\u0131ras\u0131yla yakla\u015f\u0131k y\u00fczde 4 ve y\u00fczde 3 de\u011fer kazand\u0131. S&P 500 t\u00fcketici iste\u011fe ba\u011fl\u0131 harcamalar sekt\u00f6r\u00fc de y\u00fczde 1,8 y\u00fckselerek endeksin yukar\u0131 y\u00f6nl\u00fc hareketine \u00f6nc\u00fcl\u00fck etti.<\/p>\n
Bu sabah Asya piyasalar\u0131nda al\u0131c\u0131l\u0131 seyir hakim. ABD cephesinden gelen zay\u0131f istihdam ve t\u00fcketim verilerine ek olarak, faiz indiriminden yana Hassett\u2019in Fed ba\u015fkanl\u0131\u011f\u0131na potansiyel aday olarak \u00f6ne \u00e7\u0131kmas\u0131n\u0131n etkisiyle, Fed\u2019in Aral\u0131k ay\u0131nda y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc faiz indirimini ger\u00e7ekle\u015ftirece\u011fi konusunda artan beklentilerle, piyasalarda iyimser g\u00f6r\u00fcn\u00fcm\u00fcn d\u00f6rd\u00fcnc\u00fc g\u00fcne ta\u015f\u0131nd\u0131\u011f\u0131n\u0131 g\u00f6zlemliyoruz. \u00d6yle ki, Asya hisselerindeki y\u00fckseli\u015fler, MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi\u2019ni y\u00fczde 0,2 yukar\u0131 \u00e7ekerek, g\u00f6stergenin bu ayki sat\u0131\u015f dalgas\u0131ndan kaynaklanan kay\u0131plar\u0131n\u0131 y\u00fczde 1,2\u2019ye d\u00fc\u015f\u00fcrd\u00fc. B\u00f6lge \u00f6zelindeki geli\u015fmeler cephesinde ise, China Vanke Co.\u2019nun dolar ve yuan cinsi tahvilleri vadeli i\u015flemlerde sert d\u00fc\u015ft\u00fc. Zor durumdaki bu geli\u015ftiricinin bor\u00e7lar\u0131n\u0131 geri \u00f6deme kabiliyetine ili\u015fkin endi\u015feler art\u0131yor.<\/p>\n
Di\u011fer yandan, Yeni Zelanda Merkez Bankas\u0131, k\u0131r\u0131lgan ekonomik toparlanmay\u0131 desteklemek i\u00e7in faizleri son \u00fc\u00e7 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine \u00e7ekti. Buna kar\u015f\u0131n, gev\u015feme d\u00f6ng\u00fcs\u00fcn\u00fcn sona yakla\u015ft\u0131\u011f\u0131 beklentisiyle para birimi de\u011fer kazand\u0131. \u00d6te yandan, G\u00fcney Kore maliye bakan\u0131, yetkililerin tek y\u00f6nl\u00fc, spek\u00fclatif kur hareketlerini yak\u0131ndan izledi\u011fini s\u00f6yleyerek, won\u2019un yedi ay\u0131n en d\u00fc\u015f\u00fck seviyelerine yak\u0131n i\u015flem g\u00f6rmesi kar\u015f\u0131s\u0131nda \u00fclkenin m\u00fcdahaleye haz\u0131r oldu\u011funu vurgulad\u0131.<\/p>\n
ABD vadelilerinde bu sabah al\u0131c\u0131l\u0131 seyir g\u00f6r\u00fcl\u00fcyor. Bug\u00fcn ABD\u2019de MBA haftal\u0131k mortgage ba\u015fvurular\u0131, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, dayan\u0131kl\u0131 mal sipari\u015fleri, MNI Chicago PMI ve \u00f6nc\u00fc endeks verilerine ek olarak Fed taraf\u0131ndan yay\u0131mlanan Bej Kitap raporu takip edilecek. Hat\u0131rlanaca\u011f\u0131 \u00fczere 14 Kas\u0131m haftas\u0131nda haftal\u0131k mortgage ba\u015fvurular\u0131 haftal\u0131k bazda y\u00fczde 5,2 gerilemi\u015fti.<\/p>\n
Haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 cephesinde, 22 Kas\u0131m haftas\u0131na ili\u015fkin verinin 226k seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. 15 Kas\u0131m haftas\u0131na ili\u015fkin devam eden ba\u015fvurular verisinin ise 1,96 mn seviyesine hafif gerilemesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Dayan\u0131kl\u0131 mal sipari\u015fleri cephesinde Eyl\u00fcl ay\u0131 man\u015fet verisinin ayl\u0131k bazda y\u00fczde 0,5 art\u0131\u015f ile \u00f6nceki aya g\u00f6re belirgin yava\u015flama kaydetmesi bekleniyor. \u00c7ekirdek veriye ili\u015fkin piyasa beklentisi ise ayl\u0131k y\u00fczde 0,2 art\u0131\u015f kaydetmesi tahmin ediliyor. MNI Chicago PMI Kas\u0131m ay\u0131 verisinin ise ayl\u0131k bazda 0,2 puan art\u0131\u015fla 44 seviyesinde ger\u00e7ekle\u015fmesi tahmin ediliyor.<\/p>\n
Yar\u0131n ABD piyasalar\u0131 \u015e\u00fckran g\u00fcn\u00fc tatili nedeniyle kapal\u0131 olacak. Euro B\u00f6lgesi cephesinde de, ekonomik, hizmet ve sanayi g\u00fcven endekslerine ek olarak t\u00fcketici g\u00fcveni verisinin ikinci okumas\u0131 takip edilecek. Ekonomik g\u00fcven endeksi Kas\u0131m ay\u0131 verisinin ayl\u0131k bazda 0,2 puan art\u0131\u015fla 97 seviyesine y\u00fckselmesi bekleniyor. Sanayi g\u00fcven endeksinin ise 0,1 puan d\u00fc\u015f\u00fc\u015fle -8,3 seviyesine gerilemesi tahmin ediliyor.<\/p>\n
Hizmet g\u00fcven endeksi verisinin de 0,4 puan art\u0131\u015fla 4,4 seviyesinde ger\u00e7ekle\u015fmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. T\u00fcketici g\u00fcveni verisine ili\u015fkin olarak, hat\u0131rlanaca\u011f\u0131 \u00fczere \u00f6nc\u00fc veri ayl\u0131k bazda de\u011fi\u015fim g\u00f6stermeyerek -14,2 seviyesindeki seyrini s\u00fcrd\u00fcrm\u00fc\u015ft\u00fc. Asya cephesinde, \u00c7in\u2019de sanayi sekt\u00f6r\u00fc karl\u0131l\u0131\u011f\u0131 verisi takip edilecek. Hat\u0131rlanaca\u011f\u0131 \u00fczere, Eyl\u00fcl ay\u0131 verisi y\u0131ll\u0131k bazda k\u00fcm\u00fclatif olarak y\u00fczde 3,2, ay \u00f6zelinde ise y\u00fczde 21,6 art\u0131\u015flar kaydetmi\u015fti.\u201d<\/p>\n
<\/strong> \u0130stanbul, 26 Kas\u0131m (Hibya) \u2013 Halk Yat\u0131r\u0131m, ABD vadelilerinde bu sabah al\u0131c\u0131l\u0131 seyir g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":11513,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-11512","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11512","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=11512"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11512\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/11513"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=11512"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=11512"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=11512"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"