Ikon Menkul’\u00fcn analizine g\u00f6re, k\u00fcresel piyasalarda jeopolitik geli\u015fmeler ile ABD Merkez Bankas\u0131 (Fed) yetkililerinden gelen a\u00e7\u0131klamalar fiyatlamalar \u00fczerinde belirleyici olmaya devam ediyor.<\/p>\n
Kurum, H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin diplomatik temaslar, Fed’in para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fc ve b\u00fcy\u00fck yat\u0131r\u0131m kurulu\u015flar\u0131n\u0131n de\u011ferlendirmelerinin yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yer ald\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Analizde, \u0130ran ile Umman’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 kapsayan anla\u015fmada son a\u015famaya yakla\u015ft\u0131\u011f\u0131 ve gemi ge\u00e7i\u015f g\u00fczergahlar\u0131na ili\u015fkin koordinatlar konusunda uzla\u015f\u0131 sa\u011fland\u0131\u011f\u0131 y\u00f6n\u00fcndeki haberlerin petrol piyasas\u0131nda yak\u0131ndan izlendi\u011fi ifade edildi. Buna ra\u011fmen ham petrol fiyatlar\u0131nda belirgin bir y\u00f6n olu\u015fmad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Fed Y\u00f6netim Kurulu \u00dcyesi Lisa Cook’un a\u00e7\u0131klamalar\u0131na da yer verilen raporda, Cook’un enflasyonun beklenen h\u0131zda gerilememesi halinde faiz art\u0131r\u0131m\u0131n\u0131 desteklemeye haz\u0131r oldu\u011funu s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Cook’un, fiyat istikrar\u0131na y\u00f6nelik risklerin i\u015f g\u00fcc\u00fc piyasas\u0131na ili\u015fkin risklerin \u00f6n\u00fcne ge\u00e7ti\u011fini ve Fed’in enflasyon konusunda bekleme alan\u0131n\u0131n darald\u0131\u011f\u0131n\u0131 vurgulad\u0131\u011f\u0131 belirtildi.<\/p>\n
Fed’in bir di\u011fer yetkilisi Mary Daly’nin ise daha temkinli bir yakla\u015f\u0131m sergiledi\u011fi ifade edilen analizde, Daly’nin faizlerin sabit tutulmas\u0131 karar\u0131n\u0131 destekledi\u011fi ancak Eyl\u00fcl ay\u0131ndaki toplant\u0131 \u00f6ncesinde enflasyonun ge\u00e7ici arz \u015foklar\u0131ndan m\u0131 yoksa daha kal\u0131c\u0131 nedenlerden mi kaynakland\u0131\u011f\u0131n\u0131 anlamak i\u00e7in yeni verilere ihtiya\u00e7 oldu\u011funu s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Ikon Menkul, Bank of America’n\u0131n dolar\/yen beklentisini de a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fine dikkat \u00e7ekti.<\/p>\n
Buna g\u00f6re kurum, ABD ile Japonya’n\u0131n olas\u0131 koordineli m\u00fcdahalesi ve Japonya Merkez Bankas\u0131’n\u0131n daha h\u0131zl\u0131 s\u0131k\u0131la\u015fabilece\u011fi beklentisiyle y\u0131l sonu dolar\/yen tahminini 152 seviyesinden 149 seviyesine d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n
UBS’nin de\u011ferlendirmesine de yer verilen raporda, jeopolitik risklerin azalmas\u0131, yapay zeka destekli \u015firket karlar\u0131n\u0131n g\u00fc\u00e7l\u00fc seyretmesi, ABD imalat verilerinin dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 korumas\u0131 ve Fed’in faizleri sabit tutan yakla\u015f\u0131m\u0131n\u0131n k\u00fcresel hisse senedi piyasalar\u0131ndaki y\u00fckseli\u015f e\u011filimini destekleyebilece\u011fi ifade edildi.<\/p>\n
Raporda ayr\u0131ca Reuters kaynakl\u0131 habere at\u0131f yap\u0131larak, Trump y\u00f6netiminin ABD Y\u00fcksek Mahkemesi taraf\u0131ndan hukuka ayk\u0131r\u0131 bulunan yakla\u015f\u0131k 100 milyar dolarl\u0131k g\u00fcmr\u00fck vergisini iade etti\u011fi belirtildi.<\/p>\n
S\u00f6z konusu tutar\u0131n, mahkemenin daha \u00f6nce yasa d\u0131\u015f\u0131 oldu\u011funa h\u00fckmetti\u011fi 166 milyar dolarl\u0131k vergi gelirinin yar\u0131s\u0131ndan fazlas\u0131n\u0131 olu\u015fturdu\u011fu kaydedildi.<\/p>\n
Fitch Ratings’in Japon yeniyle ilgili de\u011ferlendirmelerine de yer verilen analizde, kredi derecelendirme kurulu\u015funun yenin daha fazla de\u011fer kazanmas\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Japonya Merkez Bankas\u0131’n\u0131n faiz art\u0131r\u0131mlar\u0131na ba\u011fl\u0131 oldu\u011funu savundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Fitch’in, yenin g\u00fc\u00e7lenmesinin yaln\u0131zca Fed ile BOJ aras\u0131ndaki para politikas\u0131 fark\u0131n\u0131n daralmas\u0131na ba\u011flanmas\u0131n\u0131n do\u011fru olmad\u0131\u011f\u0131 y\u00f6n\u00fcnde g\u00f6r\u00fc\u015f bildirdi\u011fi ifade edildi.<\/p>\n
Ikon Menkul, k\u00fcresel piyasalarda jeopolitik geli\u015fmeler, Fed \u00fcyelerinden gelecek yeni a\u00e7\u0131klamalar ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentilerin \u00f6n\u00fcm\u00fczdeki d\u00f6nemde fiyatlamalar \u00fczerinde etkili olmaya devam edece\u011fini de\u011ferlendirdi.<\/p>\n
<\/strong> \u0130stanbul, 6 A\u011fustos (Hibya) – Ikon Menkul’\u00fcn analizine g\u00f6re, k\u00fcresel piyasalarda jeopolitik geli\u015fmeler ile ABD Merkez Bankas\u0131 (Fed) yetkililerinden gelen a\u00e7\u0131klamalar fiyatlamalar \u00fczerinde belirleyici olmaya devam ediyor.<\/p>\n","protected":false},"author":1,"featured_media":127728,"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-127727","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\/127727","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=127727"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127727\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127728"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127727"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127727"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127727"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"