Halk Yat\u0131r\u0131m\u2019\u0131n raporunda d\u00fcn ABD piyasalar\u0131n\u0131n, faiz indirimi beklentilerinin artmas\u0131yla devam eden iyimserli\u011fe ek olarak, teknoloji sekt\u00f6r\u00fc hisselerinde yo\u011funla\u015fan al\u0131mlarla \u015e\u00fckran g\u00fcn\u00fc tatili \u00f6ncesinde pozitif seyir izledi\u011fi belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cMakro veriler cephesinde d\u00fcn haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ve dayan\u0131kl\u0131 mal sipari\u015fleri verileri takip edildi. ABD \u00c7al\u0131\u015fma Bakanl\u0131\u011f\u0131'n\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 verilerine g\u00f6re 22 Kas\u0131m'da sona eren haftada i\u015fsizlik ba\u015fvurular\u0131 6.000 d\u00fc\u015ferek 216.000 ile beklentinin alt\u0131nda ger\u00e7ekle\u015fti. Devam eden i\u015fsizlik ba\u015fvurular\u0131 artarak 1,96 milyona \u00e7\u0131kt\u0131. Verideki g\u00f6r\u00fcn\u00fcm, i\u015fverenlerin yeni i\u015fe al\u0131mlar\u0131 geri \u00e7ekerken hala \u00e7o\u011funlukla mevcut \u00e7al\u0131\u015fanlarla devam etti\u011fini g\u00f6steriyor. Son ara\u015ft\u0131rmalar Amerikal\u0131lar\u0131n artan \u015fekilde i\u015fg\u00fcc\u00fc piyasas\u0131ndan endi\u015fe etti\u011fini g\u00f6steriyor.<\/p>\n
Kas\u0131m'da t\u00fcketici g\u00fcven endeksi, k\u0131smen i\u015f bulma endi\u015felerinin k\u00f6t\u00fcle\u015fmesiyle yedi ay\u0131n en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ger\u00e7ekle\u015ftirmi\u015fti. Harris Poll'\u00fcn Ekim ay\u0131nda Bloomberg News i\u00e7in ger\u00e7ekle\u015ftirdi\u011fi anket, Amerikal\u0131 \u00e7al\u0131\u015fanlar\u0131n y\u00fczde 55'inin i\u015flerini kaybetmekten endi\u015fe etti\u011fini g\u00f6sterdi. Anket kat\u0131l\u0131mc\u0131lar\u0131n\u0131n hemen hemen yar\u0131s\u0131 i\u015fini kaybederse ayn\u0131 kalitede i\u015f bulma olas\u0131l\u0131\u011f\u0131n\u0131n d\u00f6rt ay veya daha uzun zaman alaca\u011f\u0131na inan\u0131yor. \u0130\u015fsizlik ba\u015fvurular\u0131n\u0131n d\u00f6rt haftal\u0131k hareketli ortalamas\u0131 ge\u00e7en hafta 223.750'ye geriledi. Di\u011fer yandan, ABD\u2019de dayan\u0131kl\u0131 mallara y\u00f6nelik sipari\u015flerin tutar\u0131, Eyl\u00fcl\u2019de bir \u00f6nceki aya k\u0131yasla y\u00fczde 0,5 artarak 313,7 milyar dolara \u00e7\u0131kt\u0131.<\/p>\n
Bu d\u00f6nemde piyasa beklentilerine paralel art\u0131\u015f kaydeden dayan\u0131kl\u0131 mal sipari\u015flerinin tutar\u0131 A\u011fustos\u2019ta y\u00fczde 3 artm\u0131\u015ft\u0131. Ula\u015f\u0131m hari\u00e7 sipari\u015fler Eyl\u00fcl\u2019de y\u00fczde 0,6 ve savunma hari\u00e7 sipari\u015fler y\u00fczde 0,1 y\u00fckseldi. Kullan\u0131m \u00f6mr\u00fc en az 3 y\u0131l olan \u00fcr\u00fcnleri i\u00e7eren dayan\u0131kl\u0131 t\u00fcketim mallar\u0131na y\u00f6nelik sipari\u015fler, sanayi \u00fcretimine ili\u015fkin bilgi vermesi a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yor. Verilerdeki genel g\u00f6r\u00fcn\u00fcm\u00fcn reel ekonomide kar\u015f\u0131t r\u00fczgarlar\u0131n s\u00f6z konusu oldu\u011funu ortaya koymas\u0131n\u0131n etkisiyle, Aral\u0131k ay\u0131 FOMC toplant\u0131s\u0131nda 25 baz puanl\u0131k faiz indirimi yap\u0131lmamas\u0131 i\u00e7in hi\u00e7bir unsur olmad\u0131\u011f\u0131n\u0131 vurgulamas\u0131 risk alg\u0131s\u0131n\u0131n g\u00fc\u00e7l\u00fc seyrini s\u00fcrd\u00fcrmesinde etkili oldu.<\/p>\n
\u00d6yle ki, hisse senetleri, ay ba\u015f\u0131ndaki, a\u015f\u0131r\u0131 de\u011ferlenmi\u015f teknoloji hisselerine dair kayg\u0131lar\u0131n sert bir geri \u00e7ekilmeyi tetiklemesinden sonra, yeniden momentum kazan\u0131yor. Duyarl\u0131l\u0131k, o zamandan beri, Fed yetkililerinin g\u00fcvercin tondaki a\u00e7\u0131klamalar\u0131n\u0131n Aral\u0131k ay\u0131 faiz indirimi beklentilerini yeniden canland\u0131rmas\u0131yla iyile\u015fti.<\/p>\n
Bu beklentiler, Ba\u015fkan Trump\u2019\u0131n daha d\u00fc\u015f\u00fck faiz istemiyle uyumlu g\u00f6rd\u00fc\u011f\u00fc Beyaz Saray Ulusal Ekonomi Konseyi Direkt\u00f6r\u00fc Hassett\u2019in, bir sonraki Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in \u00f6nde gelen aday olarak \u00f6ne \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan daha da g\u00fc\u00e7lendi. Bu \u00e7er\u00e7evede , Aral\u0131k ay\u0131 FOMC toplant\u0131s\u0131nda Fed\u2019in 25 baz puanl\u0131k faiz indirimine gidece\u011fi y\u00f6n\u00fcndeki beklenti y\u00fczde 79,5 seviyesinde bulunuyor. Tahvil faizleri cephesinde. 2 y\u0131ll\u0131klar y\u00fczde 3,48 seviyesine hafif y\u00fckselirken, 10 y\u0131ll\u0131klar y\u00fczde 4 seviyesine seviyesindeki seyrini s\u00fcrd\u00fcrd\u00fc.<\/p>\n
\u015e\u00fckran G\u00fcn\u00fc haftas\u0131 tarihsel olarak piyasalar a\u00e7\u0131s\u0131ndan olumlu seyrin hakim oldu\u011fu bir d\u00f6nem oldu\u011fundan, son g\u00fcnlerde piyasada ya\u015fanan hareket asl\u0131nda riskten ka\u00e7\u0131\u015fa kar\u015f\u0131 bir tepki y\u00fckseli\u015fi olarak adland\u0131r\u0131labilir.<\/p>\n
Hafta ba\u015f\u0131ndan bu yana, S&P 500 endeksindeki y\u00fczde 3\u2019\u00fc a\u015fan ve Dow Jones endeksindeki yakla\u015f\u0131k y\u00fczde 3\u2019l\u00fck y\u00fckseli\u015f \u0131\u015f\u0131\u011f\u0131nda, s\u00f6z konusu endekslerin 27 Haziran sonundan bu yana en iyi haftal\u0131k performanslar\u0131na ilerlediklerini g\u00f6zlemliyoruz. Ayr\u0131ca, Nasdaq endeksi de bu hafta y\u00fczde 4\u2019ten fazla y\u00fckselerek, May\u0131s ortas\u0131ndan bu yana en iyi haftal\u0131k performans\u0131n\u0131 kaydetme yolunda.<\/p>\n
Dow Jones endeksi y\u00fczde 0,67 y\u00fckseli\u015fle 47.427,12 seviyesinden, S&P 500 endeksi y\u00fczde 0,69 de\u011fer kazanc\u0131yla 6.812,61 seviyesinden kapand\u0131. Nasdaq endeksi de y\u00fczde 0,82 art\u0131\u015fla 23.214,69 puandan g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
Sekt\u00f6rel cephede, teknoloji sekt\u00f6r\u00fc hisseleri \u00f6n plandayd\u0131. Deutsche Bank\u2019in hisseye y\u00f6nelik olumlu g\u00f6r\u00fc\u015f\u00fcn\u00fc yinelemesinin ard\u0131ndan yapay zeka ilintili Oracle hissesi y\u00fczde 4\u2019ten fazla y\u00fckseldi. Nvidia hisseleri de son d\u00f6nemdeki geri \u00e7ekilmeden toparlanarak yakla\u015f\u0131k y\u00fczde 2 art\u0131\u015f kaydederken; Microsoft y\u00fczde 2\u2019nin \u00fczerinde prim yapt\u0131.<\/p>\n
Bu sabah Asya piyasalar\u0131nda al\u0131c\u0131l\u0131 seyir hakim. \u00c7in\u2019de emlak sekt\u00f6r\u00fcne y\u00f6nelik problemlerin yeniden belirginle\u015fmesine kar\u015f\u0131n, Federal Reserve faiz indirimi beklentilerinin artmas\u0131 piyasalarda iyimser g\u00f6r\u00fcn\u00fcm\u00fcn devam etmesinde etkili oluyor. \u00d6yle ki, \u00f6nceki yedi ayda aral\u0131ks\u0131z y\u00fckseli\u015f trendi sergileyen MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi, ardarda be\u015finci seansta y\u00fckselerek Kas\u0131m ay\u0131ndaki de\u011fer kayb\u0131n\u0131 y\u00fczde 0,5\u2019e indirdi. Benzer bir seyir izleyen Asya hisseleri de y\u00fczde 0,3 y\u00fckselerek, Kas\u0131m ay\u0131nda \u015fu ana kadarki kay\u0131plar\u0131n\u0131 y\u00fczde 2,1\u2019e \u00e7ekti.<\/p>\n
B\u00f6lge \u00f6zelinde ise, \u00c7in\u2019de China Vanke\u2019nin hisse senetleri ve dolar cinsi tahvilleri, \u015firketin yerel bir tahvilin geri \u00f6demesini ilk kez erteleme teklifinde bulunmas\u0131n\u0131n ard\u0131ndan de\u011fer kaybetti. Hong Konglu emlak grubu New World Development Co. ise bor\u00e7 takas plan\u0131na tahvil sahiplerinden ek destek ald\u0131. China Vanke\u2019nin, yerel bor\u00e7 geri \u00f6demesinde erteleme talep etmesi y\u00f6n\u00fcndeki s\u00fcrpriz hamlesi, y\u0131llard\u0131r s\u00fcren sat\u0131\u015f d\u00fc\u015f\u00fc\u015fleri ve China Evergrande Group, Country Garden Holdings Co. ve di\u011ferlerinin ya\u015fad\u0131\u011f\u0131 b\u00fcy\u00fck temerr\u00fctlerden \u00e7\u0131kmaya \u00e7al\u0131\u015fan konut sekt\u00f6r\u00fc i\u00e7in yeni bir gerileme anlam\u0131na geliyor. ABD vadelilerinde bu sabah yatay pozitif seyir g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Bug\u00fcn ABD piyasalar\u0131 \u015e\u00fckran g\u00fcn\u00fc nedeniyle kapal\u0131 olacak. Euro B\u00f6lgesi\u2019nde 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\u2019ye y\u00fckselmesi bekleniyor. Sanayi g\u00fcven endeksinin ise 0,1 puan d\u00fc\u015f\u00fc\u015fle -8,3\u2019e gerilemesi tahmin ediliyor. Hizmet g\u00fcven endeksi verisinin de 0,4 puan art\u0131\u015fla 4,4 seviyesinde ger\u00e7ekle\u015fmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Yar\u0131n ABD piyasalar\u0131 \u015e\u00fckran g\u00fcn\u00fc tatili erken kapan\u0131\u015f yapacak. Euro B\u00f6lgesi\u2019nde ise, AMB\u2019nin 1 ve 3 y\u0131ll\u0131k T\u00dcFE beklentileri takip edilecek. 1 y\u0131ll\u0131k beklentinin Ekim\u2019de ayl\u0131k bazda 0,1 puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 2,6\u2019ya hafif geriledi\u011fi tahmin ediliyor. 3 y\u0131ll\u0131k beklentinin ise y\u00fczde 2,5 seviyesindeki seyrini s\u00fcrd\u00fcrece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Asya cephesinde, Japonya\u2019da Tokyo T\u00dcFE, perakende sat\u0131\u015flar ve sanayi \u00fcretimi verileri takip edilecek.<\/p>\n
Tokyo T\u00dcFE Kas\u0131m ay\u0131 man\u015fet ve g\u0131da d\u0131\u015f\u0131 verilerinin y\u0131ll\u0131k bazda y\u00fczde 2,7 art\u0131\u015f kaydedece\u011fi tahmin ediliyor. Perakende sat\u0131\u015flar Ekim ay\u0131 verisinin de ayl\u0131k ve y\u0131ll\u0131k bazda y\u00fczde 0,8 art\u0131\u015flar kaydetti\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Sanayi \u00fcretimi cephesinde Ekim ay\u0131 \u00f6nc\u00fc verisinin ayl\u0131k ve y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 0,6 ve y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015fler kaydetti\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.\u201d<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 27 Kas\u0131m (Hibya) \u2013 Halk Yat\u0131r\u0131m, d\u00fcn ABD piyasalar\u0131n\u0131n, faiz indirimi beklentilerinin artmas\u0131yla devam eden iyimserli\u011fe ek olarak, teknoloji sekt\u00f6r\u00fc hisselerinde yo\u011funla\u015fan al\u0131mlarla \u015e\u00fckran g\u00fcn\u00fc tatili \u00f6ncesinde pozitif seyir izledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":12113,"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-12112","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\/12112","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=12112"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/12112\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/12113"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=12112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=12112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=12112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"