\u0130kon Menkul taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck piyasa analizinde, k\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda Fed’in para politikas\u0131 mesajlar\u0131, \u00c7in ekonomisindeki yava\u015flama, Orta Do\u011fu’da artan jeopolitik riskler ve ABD’de a\u00e7\u0131klanacak \u00dcretici Fiyat Endeksi (\u00dcFE) verisinin yer ald\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde, Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n Kongre’deki ilk sunumu \u00f6ncesinde yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Fed’in temel \u00f6nceli\u011finin enflasyonu yeniden y\u00fczde 2 hedefine indirmek oldu\u011funu vurgulad\u0131\u011f\u0131 aktar\u0131ld\u0131. Warsh’\u0131n faiz indirimi konusunda herhangi bir sinyal vermedi\u011fi, fiyat istikrar\u0131n\u0131n sa\u011flanmas\u0131 i\u00e7in temkinli ve veri odakl\u0131 para politikas\u0131 duru\u015funun s\u00fcrd\u00fcr\u00fclece\u011fini belirtti\u011fi ifade edildi. Ayr\u0131ca yapay zek\u00e2n\u0131n uzun vadede verimlili\u011fi art\u0131rabilece\u011fini, ancak k\u0131sa vadede sermaye, altyap\u0131 ve i\u015f g\u00fcc\u00fc talebini y\u00fckselterek enflasyonist bask\u0131lar\u0131 art\u0131rabilece\u011fine dikkat \u00e7ekti\u011fi kaydedildi.<\/p>\n
\u00c7in ekonomisine ili\u015fkin de\u011ferlendirmelerde ise \u00fclke ekonomisinin ikinci \u00e7eyrekte y\u0131ll\u0131k y\u00fczde 4,3 b\u00fcy\u00fcyerek son \u00fc\u00e7 bu\u00e7uk y\u0131l\u0131n en zay\u0131f performans\u0131n\u0131 sergiledi\u011fi ve piyasa beklentilerinin alt\u0131nda kald\u0131\u011f\u0131 aktar\u0131ld\u0131. Zay\u0131f i\u00e7 talep, gayrimenkul sekt\u00f6r\u00fcndeki s\u00fcregelen daralma ve yat\u0131r\u0131mlardaki gerilemenin b\u00fcy\u00fcmeyi bask\u0131lad\u0131\u011f\u0131, g\u00fc\u00e7l\u00fc sanayi \u00fcretimi ve ihracat performans\u0131n\u0131n ise yava\u015flamay\u0131 telafi etmeye yetmedi\u011fi ifade edildi. Verilerin, \u00c7in y\u00f6netiminin \u00f6n\u00fcm\u00fczdeki d\u00f6nemde ekonomiyi destekleyici yeni mali te\u015fvik ad\u0131mlar\u0131 atabilece\u011fine y\u00f6nelik beklentileri g\u00fc\u00e7lendirdi\u011fi belirtildi.<\/p>\n
\u0130kon Menkul analizinde, ABD g\u00fc\u00e7lerinin H\u00fcrm\u00fcz Bo\u011faz\u0131 yak\u0131nlar\u0131nda \u0130ran’a ait \u00e7ok say\u0131da askeri hedefe y\u00f6nelik yeni hava sald\u0131r\u0131lar\u0131 d\u00fczenledi\u011fi aktar\u0131ld\u0131. Operasyonun, \u0130ran’\u0131n ticari gemilere y\u00f6nelik tehdit olu\u015fturabilecek f\u00fcze, insans\u0131z hava arac\u0131 ve deniz unsurlar\u0131n\u0131 zay\u0131flatmay\u0131 ama\u00e7lad\u0131\u011f\u0131n\u0131n belirtildi\u011fi ifade edilirken, bu geli\u015fmenin Orta Do\u011fu’daki jeopolitik gerilimin artt\u0131\u011f\u0131na i\u015faret etti\u011fi kaydedildi.<\/p>\n
Jeopolitik geli\u015fmelere ili\u015fkin de\u011ferlendirmede ise ABD ile \u0130ran aras\u0131ndaki gerilimin yeniden t\u0131rmanmas\u0131 ve \u0130ran’\u0131n Bahreyn, Kuveyt ile \u00dcrd\u00fcn’deki ABD \u00fcslerini hedef alan sald\u0131r\u0131lar\u0131n\u0131n piyasalarda g\u00fcvenli liman talebini art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Geli\u015fmelerin etkisiyle petrol fiyatlar\u0131n\u0131n y\u00fckseldi\u011fi, alt\u0131n\u0131n destek buldu\u011fu, buna kar\u015f\u0131l\u0131k k\u00fcresel hisse senedi piyasalar\u0131nda risk i\u015ftah\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131 ifade edildi. Yat\u0131r\u0131mc\u0131lar\u0131n, \u00e7at\u0131\u015fman\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki enerji arz\u0131na olas\u0131 etkilerini ve taraflardan gelecek yeni a\u00e7\u0131klamalar\u0131 yak\u0131ndan izlemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Japonya Merkez Bankas\u0131’na (BOJ) ili\u015fkin de\u011ferlendirmelerde ise bir sonraki faiz art\u0131r\u0131m\u0131na y\u00f6nelik temel kriterin, enerji ve ithalat maliyetlerinden kaynaklanan fiyat art\u0131\u015flar\u0131n\u0131n kal\u0131c\u0131 olup olmayaca\u011f\u0131 oldu\u011fu aktar\u0131ld\u0131. \u015eirketlerin y\u00fckselen maliyetleri \u00fccretlere ve t\u00fcketici fiyatlar\u0131na kal\u0131c\u0131 bi\u00e7imde yans\u0131tmas\u0131 halinde BOJ’un ilave s\u0131k\u0131la\u015fmaya y\u00f6nelme ihtimalinin g\u00fc\u00e7lenebilece\u011fi, fiyat bask\u0131lar\u0131n\u0131n zay\u0131flamas\u0131 durumunda ise faiz art\u0131r\u0131m\u0131n\u0131n ertelenebilece\u011fi ifade edildi.<\/p>\n
Analizde, ABD’de beklentilerin alt\u0131nda kalan T\u00dcFE verisinin ard\u0131ndan tahvil faizlerinin geriledi\u011fi ve dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131nda de\u011fer kaybetti\u011fi belirtildi.<\/p>\n
Enflasyonun beklentilerden daha h\u0131zl\u0131 yava\u015flamas\u0131n\u0131n ABD hisse senedi piyasalar\u0131n\u0131 destekledi\u011fi ifade edilen analizde, Nasdaq endeksinin teknoloji hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckseldi\u011fi, daha d\u00fc\u015f\u00fck faiz bask\u0131s\u0131n\u0131n ise b\u00fcy\u00fcme odakl\u0131 hisselere al\u0131m getirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Emtia piyasalar\u0131na ili\u015fkin de\u011ferlendirmede, dolar ve tahvil faizlerindeki gerilemenin alt\u0131n ile g\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131 destekledi\u011fi, petrol fiyatlar\u0131n\u0131n ise jeopolitik riskler nedeniyle g\u00fc\u00e7l\u00fc seyrini korudu\u011fu belirtildi. Bitcoin’de de risk i\u015ftah\u0131ndaki toparlanman\u0131n etkisiyle yukar\u0131 y\u00f6nl\u00fc hareket izlendi\u011fi ifade edildi.<\/p>\n
\u0130kon Menkul, piyasalar\u0131n bug\u00fcn T\u00fcrkiye saatiyle 15.30’da a\u00e7\u0131klanacak Haziran ay\u0131 ABD \u00dcretici Fiyat Endeksi (\u00dcFE) verisini yak\u0131ndan takip edece\u011fini belirtti. Analizde, piyasa beklentisinin ayl\u0131k \u00dcFE’nin y\u00fczde 1,1’den y\u00fczde 0,0’a gerilemesi y\u00f6n\u00fcnde oldu\u011fu aktar\u0131l\u0131rken, a\u00e7\u0131klanacak verinin Fed’in faiz patikas\u0131na ili\u015fkin beklentiler ve dolar\u0131n k\u0131sa vadeli seyri a\u00e7\u0131s\u0131ndan belirleyici olmas\u0131n\u0131n beklendi\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 15 Temmuz (Hibya) – \u0130kon Menkul, yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck piyasa b\u00fclteninde Fed’in enflasyon mesajlar\u0131, \u00c7in ekonomisindeki yava\u015flama, Orta Do\u011fu’daki jeopolitik geli\u015fmeler ve bug\u00fcn a\u00e7\u0131klanacak ABD \u00dcretici Fiyat Endeksi (\u00dcFE) verisine ili\u015fkin de\u011ferlendirmelerde bulundu.<\/p>\n","protected":false},"author":1,"featured_media":115271,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-115270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/115270","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=115270"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/115270\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/115271"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=115270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=115270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=115270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"