Halk Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan G\u00fcnl\u00fck B\u00fclten’de, Temmuz ay\u0131 FOMC toplant\u0131s\u0131n\u0131n takip edilece\u011fi g\u00fcnde sekt\u00f6rel rotasyonun etkilerine ek olarak ABD ile \u0130ran aras\u0131nda yeniden ba\u015flayan sald\u0131r\u0131lar\u0131n piyasalardaki g\u00f6r\u00fcn\u00fcm \u00fczerinde belirleyici oldu\u011fu belirtildi.<\/p>\n
Raporda, G\u00fcney Kore KOSPI endeksinin y\u00fczde 10’u a\u015fan d\u00fc\u015f\u00fc\u015fle iki g\u00fcnl\u00fck bazda rekor kayba y\u00f6neldi\u011fi, MSCI Asya Pasifik Endeksi’nin ise y\u00fczde 2 gerileyerek Nisan ortas\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesine indi\u011fi ifade edildi. Jeopolitik cephede ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131’n\u0131n (CENTCOM), \u0130ran Devrim Muhaf\u0131zlar\u0131 g\u00fc\u00e7lerinin Orta Do\u011fu’da konu\u015flu ABD birliklerine y\u00f6nelik s\u00fcrpriz bir sald\u0131r\u0131 giri\u015fimi kapsam\u0131nda \u00e7ok say\u0131da balistik f\u00fcze f\u0131rlatt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
\u00c7at\u0131\u015fmalar\u0131n yeniden alevlenmesiyle WTI ham petrol\u00fcn\u00fcn yakla\u015f\u0131k y\u00fczde 4 y\u00fckselerek varil ba\u015f\u0131na 82 dolar seviyesinde, Brent petrol\u00fcn ise y\u00fczde 4’\u00fcn \u00fczerinde art\u0131\u015fla varil ba\u015f\u0131na 88 dolar\u0131n \u00fczerinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtilen raporda, b\u00f6ylece petrol fiyatlar\u0131n\u0131n Nisan 2020’den bu yana g\u00f6r\u00fclen en sert \u00fc\u00e7 g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f serisini sonland\u0131rd\u0131\u011f\u0131 kaydedildi.<\/p>\n
Raporda, Orta Do\u011fu’da \u00e7at\u0131\u015fmalar\u0131n yeniden ba\u015flamas\u0131n\u0131n oda\u011f\u0131 tekrar H\u00fcrm\u00fcz Bo\u011faz\u0131’na \u00e7evirdi\u011fi belirtilirken, petrol ak\u0131\u015f\u0131nda ya\u015fanabilecek olas\u0131 kesintilerin Fed karar\u0131 \u00f6ncesinde enflasyon risklerini yeniden art\u0131rabilece\u011fi ifade edildi. Bu durumun, teknoloji hisselerinden uzakla\u015fan yat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan belirsizli\u011fi art\u0131rd\u0131\u011f\u0131 ve ABD vadeli endekslerinde de sat\u0131c\u0131l\u0131 seyrin izlendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Bug\u00fcn ABD’de ger\u00e7ekle\u015ftirilecek Temmuz ay\u0131 FOMC toplant\u0131s\u0131n\u0131n takip edilece\u011fi belirtilen raporda, Fed’in bu toplant\u0131da faizleri sabit b\u0131rakmas\u0131n\u0131n beklendi\u011fi ifade edildi. Haziran ay\u0131 T\u00dcFE verisinin beklentilerin alt\u0131nda gelmesi ve Eyl\u00fcl toplant\u0131s\u0131na kadar yeni enflasyon ile istihdam verilerinin a\u00e7\u0131klanacak olmas\u0131n\u0131n Temmuz ay\u0131nda faiz art\u0131r\u0131m\u0131 ihtiyac\u0131n\u0131 azaltt\u0131\u011f\u0131 belirtilen raporda, g\u00fc\u00e7l\u00fc ekonomik b\u00fcy\u00fcme ve y\u00fcksek petrol fiyatlar\u0131n\u0131n enflasyon risklerini canl\u0131 tutmaya devam etti\u011fi, bu nedenle Temmuz ay\u0131na ili\u015fkin faiz art\u0131r\u0131m\u0131 beklentilerinin piyasa fiyatlamalar\u0131nda y\u00fckseldi\u011fi kaydedildi.<\/p>\n
Raporda ayr\u0131ca, karar\u0131n siyasi boyutuna da dikkat \u00e7ekilerek, Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n ilerleyen d\u00f6nemde faiz art\u0131r\u0131m\u0131n\u0131 gerekli g\u00f6rmesi halinde bu ad\u0131m\u0131 Temmuz ay\u0131nda atmas\u0131n\u0131n ara se\u00e7imlerle aras\u0131nda daha fazla zaman b\u0131rakmas\u0131n\u0131 sa\u011flayabilece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 29 Temmuz (Hibya) \u2013 Halk Yat\u0131r\u0131m, Asya piyasalar\u0131nda negatif seyrin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131, ABD ile \u0130ran aras\u0131nda yeniden alevlenen gerilim ve Fed’in bu ak\u015fam a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131 \u00f6ncesinde k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":122907,"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-122906","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\/122906","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=122906"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122906\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/122907"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=122906"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=122906"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=122906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"