\u0130kon Menkul’\u00fcn Yurt D\u0131\u015f\u0131 Ak\u015fam B\u00fclteni’nde, Fed \u00fcyeleri Neel Kashkari ve Beth Hammack’\u0131n son toplant\u0131da 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 y\u00f6n\u00fcnde oy kullanmalar\u0131n\u0131n gerek\u00e7esini enflasyon risklerinin y\u00fcksek kalmas\u0131yla a\u00e7\u0131klad\u0131\u011f\u0131 belirtildi. Raporda, \u00fcyelerin art arda gelen arz \u015foklar\u0131 ve veri merkezi yat\u0131r\u0131mlar\u0131n\u0131n olu\u015fturdu\u011fu yeni talep nedeniyle k\u00fc\u00e7\u00fck ve kademeli faiz art\u0131r\u0131mlar\u0131n\u0131n, ileride daha sert art\u0131\u015flara ihtiya\u00e7 duyulmas\u0131ndan daha uygun olaca\u011f\u0131n\u0131 savundu\u011fu ifade edildi.<\/p>\n
Piyasalarda y\u0131l sonuna kadar Fed’den yakla\u015f\u0131k 34 baz puan, Avrupa Merkez Bankas\u0131’ndan (ECB) 38 baz puan ve Japonya Merkez Bankas\u0131’ndan (BOJ) 27 baz puanl\u0131k faiz art\u0131\u015f\u0131 beklendi\u011fi aktar\u0131lan raporda, beklentilerin y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan enflasyon g\u00f6r\u00fcn\u00fcm\u00fc, enerji fiyatlar\u0131 ve ABD enflasyon verilerinin belirleyici olaca\u011f\u0131 kaydedildi. Raporda, ABD’de uzun vadeli tahvil faizlerinin temmuz ay\u0131n\u0131 y\u00fckseli\u015fle kapatmaya haz\u0131rland\u0131\u011f\u0131, y\u00fcksek enflasyon, artan tahvil arz\u0131 ve Fed’in kredibilitesine y\u00f6nelik endi\u015felerin faizlerdeki y\u00fckseli\u015fi destekledi\u011fi bilgisi verildi.<\/p>\n
Wall Street’te Nasdaq endeksinin Amazon hisselerindeki \u00e7ift haneli y\u00fckseli\u015fin Apple’daki sert kay\u0131plar\u0131 dengelemesiyle g\u00fcne pozitif ba\u015flad\u0131\u011f\u0131 belirtilen raporda, b\u00fcy\u00fck teknoloji hisselerinin yeniden \u00f6n plana \u00e7\u0131kmas\u0131n\u0131n son d\u00f6nemdeki sekt\u00f6r rotasyonunda y\u00f6n de\u011fi\u015fimine i\u015faret etti\u011fi aktar\u0131ld\u0131. Raporda, Amazon’un ikinci \u00e7eyrek gelirinin y\u0131ll\u0131k y\u00fczde 20 art\u0131\u015fla 200,6 milyar dolara y\u00fckseldi\u011fi, AWS gelirlerinin ise y\u00fczde 37 b\u00fcy\u00fcyerek 42,2 milyar dolara ula\u015ft\u0131\u011f\u0131 ve son 18 \u00e7eyre\u011fin en g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131n\u0131 kaydetti\u011fi belirtildi.<\/p>\n
Euro B\u00f6lgesi’nde temmuz ay\u0131nda man\u015fet enflasyonun y\u0131ll\u0131k y\u00fczde 2,9’a, \u00e7ekirdek enflasyonun ise y\u00fczde 2,5’e y\u00fckseldi\u011fi aktar\u0131lan raporda, \u00e7ekirdek enflasyonun beklentilerin \u00fczerine \u00e7\u0131kmas\u0131n\u0131n ECB’nin yeni bir faiz art\u0131r\u0131m\u0131 se\u00e7ene\u011fini g\u00fcndemde tutmas\u0131na neden olabilece\u011fi belirtildi. Raporda, BOJ’un politika faizini 8’e kar\u015f\u0131 1 oyla sabit b\u0131rakmas\u0131n\u0131n ve g\u00fc\u00e7l\u00fc bir \u015fahin mesaj vermemesinin USD\/JPY paritesindeki oynakl\u0131\u011f\u0131n s\u00fcrmesine neden olabilece\u011fi ifade edildi.<\/p>\n
Tesla \u00dcst Y\u00f6neticisi Elon Musk’\u0131n, \u015firketin \u00c7in operasyonlar\u0131n\u0131n ayr\u0131lmas\u0131 ya da sat\u0131lmas\u0131na y\u00f6nelik iddialar\u0131 yalanlad\u0131\u011f\u0131 belirtilen raporda, Washington-Pekin ili\u015fkileri ile \u015eanghay fabrikas\u0131n\u0131n Tesla’n\u0131n \u00fcretimindeki \u00f6nemi nedeniyle \u00c7in operasyonlar\u0131na ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n yak\u0131ndan izlenmeye devam edece\u011fi kaydedildi.<\/p>\n
Raporda, Amazon’un g\u00fc\u00e7l\u00fc yapay zeka ve bulut sonu\u00e7lar\u0131n\u0131n teknoloji hisselerinde risk i\u015ftah\u0131n\u0131 yeniden destekledi\u011fi ancak y\u00fckselen uzun vadeli tahvil faizleri, Fed i\u00e7indeki \u015fahin ayr\u0131\u015fma, Euro B\u00f6lgesi’nde h\u0131zlanan \u00e7ekirdek enflasyon ve d\u00f6viz piyasalar\u0131ndaki oynakl\u0131\u011f\u0131n k\u00fcresel piyasalarda temkinli g\u00f6r\u00fcn\u00fcm\u00fcn tamamen ortadan kalkmas\u0131n\u0131 engelledi\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 31 Temmuz (Hibya) \u2013 \u0130kon Menkul, Amazon’un g\u00fc\u00e7l\u00fc bilan\u00e7osunun teknoloji hisselerinde risk i\u015ftah\u0131n\u0131 destekledi\u011fini ancak y\u00fckselen tahvil faizleri ve merkez bankalar\u0131na ili\u015fkin faiz beklentilerinin k\u00fcresel piyasalarda temkinli g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrmesine neden oldu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":124986,"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-124985","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\/124985","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=124985"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/124985\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/124986"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=124985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=124985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=124985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"