Alnus Yat\u0131r\u0131m, g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde k\u00fcresel piyasalarda ABD istihdam verisinin ard\u0131ndan de\u011fi\u015fen Fed beklentilerine ve bu hafta a\u00e7\u0131klanacak enflasyon verilerine dikkat \u00e7ekti.\u00a0<\/p>\n
Rapora g\u00f6re, Amerika Birle\u015fik Devletleri (ABD)\u2019de Temmuz ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n beklentilerin aksine 23 bin ki\u015fi azalmas\u0131, Fed\u2019in faiz politikas\u0131nda daha uzun s\u00fcre beklemede kalabilece\u011fi beklentisini g\u00fc\u00e7lendirdi.<\/p>\n
Buna kar\u015f\u0131n Borsa \u0130stanbul haftan\u0131n son i\u015flem g\u00fcn\u00fcnde k\u00fcresel piyasalardaki olumlu havadan belirgin \u015fekilde faydalanamad\u0131.<\/p>\n
BIST 100 Endeksi cuma g\u00fcn\u00fcn\u00fc y\u00fczde 0,14 d\u00fc\u015f\u00fc\u015fle 13.779,39 puandan tamamlad\u0131. Endeks \u00f6nceki kapan\u0131\u015fa g\u00f6re 19,42 puan gerilerken toplam i\u015flem hacmi 189,6 milyar TL oldu.<\/p>\n
Bankac\u0131l\u0131k endeksi y\u00fczde 0,02 y\u00fckseli\u015fle yatay-pozitif bir g\u00f6r\u00fcn\u00fcm sergilerken, holding endeksi y\u00fczde 0,29 geriledi.<\/p>\n
Sekt\u00f6rler aras\u0131nda finansal kiralama ve faktoring y\u00fczde 3,44 y\u00fckseli\u015fle pozitif ayr\u0131\u015f\u0131rken, metal ana sanayi y\u00fczde 3,35 d\u00fc\u015f\u00fc\u015fle g\u00fcn\u00fcn en zay\u0131f sekt\u00f6r\u00fc oldu.<\/p>\n
Alnus Yat\u0131r\u0131m, ABD\u2019den gelen zay\u0131f istihdam verisinin Fed\u2019in faiz art\u0131r\u0131m\u0131 ihtimalini azaltarak k\u00fcresel risk i\u015ftah\u0131n\u0131 destekledi\u011fini, ancak Borsa \u0130stanbul\u2019un bu olumlu atmosferden cuma g\u00fcn\u00fc s\u0131n\u0131rl\u0131 yararland\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
ABD borsalar\u0131, zay\u0131f istihdam verisinin Fed\u2019in faiz art\u0131r\u0131m\u0131 beklentisini azaltmas\u0131yla haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc g\u00fc\u00e7l\u00fc tamamlad\u0131.<\/p>\n
S&P 500 y\u00fczde 0,62 y\u00fckselerek 7.757,64 puandan rekor seviyede kapan\u0131rken, Nasdaq y\u00fczde 1,30 art\u0131\u015fla 26.690,62 puana, Dow Jones ise y\u00fczde 0,28 y\u00fckseli\u015fle 54.036,93 puana ula\u015ft\u0131.<\/p>\n
Haftal\u0131k bazda S&P 500 y\u00fczde 3,58, Nasdaq y\u00fczde 5,19 ve Dow Jones y\u00fczde 2,96 y\u00fckseldi. B\u00f6ylece \u00fc\u00e7 endeks de nisan ay\u0131ndan bu yana en g\u00fc\u00e7l\u00fc haftal\u0131k performanslar\u0131ndan birini ger\u00e7ekle\u015ftirdi.<\/p>\n
Raporda, y\u00fckseli\u015fin yaln\u0131zca birka\u00e7 b\u00fcy\u00fck teknoloji \u015firketiyle s\u0131n\u0131rl\u0131 kalmamas\u0131n\u0131n da olumlu bir geli\u015fme oldu\u011fu belirtildi.<\/p>\n
ABD ekonomisinde temmuz ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n 80 bin ki\u015filik art\u0131\u015f beklentisine kar\u015f\u0131l\u0131k 23 bin ki\u015fi azalmas\u0131 piyasalar\u0131n ana g\u00fcndem maddesi oldu.<\/p>\n
Haziran ay\u0131 istihdam art\u0131\u015f\u0131 da 20 bine revize edildi. \u0130\u015fsizlik oran\u0131 y\u00fczde 4,2\u2019den y\u00fczde 4,1\u2019e gerilerken, i\u015f g\u00fcc\u00fcne kat\u0131l\u0131m oran\u0131n\u0131n y\u00fczde 61,4 ile yakla\u015f\u0131k be\u015f bu\u00e7uk y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine gerilemesi dikkat \u00e7ekti.<\/p>\n
Verinin ard\u0131ndan piyasan\u0131n Fed\u2019in eyl\u00fclde faiz art\u0131r\u0131m\u0131 yapaca\u011f\u0131na ili\u015fkin beklentisi yakla\u015f\u0131k y\u00fczde 55\u2019ten y\u00fczde 44\u2019e geriledi.<\/p>\n
Alnus Yat\u0131r\u0131m\u2019a g\u00f6re piyasalar zay\u0131f istihdam verisini, Fed\u2019in faiz politikas\u0131nda daha uzun s\u00fcre bekleyebilece\u011fi \u015feklinde yorumlad\u0131.<\/p>\n
Avrupa piyasalar\u0131 da ABD istihdam verisinin deste\u011fiyle y\u00fckseldi. STOXX 600 y\u00fczde 0,3 art\u0131\u015fla 660,25 puandan tarihi zirvede kapanarak y\u00fckseli\u015f serisini d\u00f6rd\u00fcnc\u00fc haftaya ta\u015f\u0131d\u0131.<\/p>\n
Teknoloji sekt\u00f6r\u00fc y\u00fczde 1,9, sa\u011fl\u0131k sekt\u00f6r\u00fc y\u00fczde 1,2 de\u011fer kazand\u0131. Avrupa \u015firketlerinde ikinci \u00e7eyrek kar b\u00fcy\u00fcmesinin y\u00fczde 22\u2019nin \u00fczerine \u00e7\u0131karak 2022\u2019den bu yana en g\u00fc\u00e7l\u00fc seviyeye ula\u015fmas\u0131, b\u00f6lge borsalar\u0131ndaki y\u00fckseli\u015fi destekleyen unsurlardan biri oldu.<\/p>\n
Brent petrol cuma g\u00fcn\u00fc y\u00fczde 1,3 y\u00fckselerek 83,55 dolar\/varil seviyesine \u00e7\u0131karken, WTI y\u00fczde 1,15 art\u0131\u015fla 78,18 dolardan kapand\u0131. Ancak Brent haftal\u0131k bazda y\u00fczde 7\u2019den fazla de\u011fer kaybetti.<\/p>\n
Petrol piyasas\u0131nda \u0130ran ile Umman aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131 konusunda y\u00fcr\u00fct\u00fclen g\u00f6r\u00fc\u015fmeler yak\u0131ndan takip ediliyor. Tanker ge\u00e7i\u015flerinin halen d\u00fc\u015f\u00fck seviyelerde bulunmas\u0131 ve K\u0131z\u0131ldeniz ile Bab\u00fclmendep hatt\u0131ndaki g\u00fcvenlik risklerinin devam etmesi, petrol fiyatlar\u0131nda oynakl\u0131\u011f\u0131n s\u00fcrmesine neden oluyor.<\/p>\n
Alnus Yat\u0131r\u0131m, petrol piyasas\u0131nda kal\u0131c\u0131 bir rahatlama i\u00e7in diplomatik a\u00e7\u0131klamalardan ziyade tanker trafi\u011finin fiilen normalle\u015fmesinin g\u00f6r\u00fclmesi gerekti\u011fine dikkat \u00e7ekti.<\/p>\n
Brent petrol\u00fcn bu sabah 84-85 dolar band\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtilirken, 83 dolar destek, 85 dolar ise ilk diren\u00e7 olarak \u00f6ne \u00e7\u0131k\u0131yor. 85 dolar\u0131n a\u015f\u0131lmas\u0131 halinde 87-88 dolar band\u0131 g\u00fcndeme gelebilir.<\/p>\n
Ons alt\u0131n, zay\u0131f ABD istihdam verisinin tahvil faizlerini a\u015fa\u011f\u0131 \u00e7ekmesi ve Fed\u2019in faiz art\u0131r\u0131m\u0131 ihtimalinin azalmas\u0131yla yedi haftan\u0131n en y\u00fcksek seviyelerine y\u00fckseldi.<\/p>\n
Bu sabah yakla\u015f\u0131k 4.330 dolar seviyesinde i\u015flem g\u00f6ren ons alt\u0131nda 4.300 dolar ilk destek, 4.350 dolar ise ilk diren\u00e7 olarak takip ediliyor.<\/p>\n
4.350 dolar\u0131n a\u015f\u0131lmas\u0131 halinde 4.400-4.450 dolar band\u0131na do\u011fru y\u00fckseli\u015f g\u00f6r\u00fclebilece\u011fi, 4.300 dolar\u0131n alt\u0131nda ise 4.250-4.200 dolar b\u00f6lgesinin g\u00fcndeme gelebilece\u011fi de\u011ferlendirildi.<\/p>\n
ABD istihdam verisinin Fed beklentilerini g\u00fcvercinle\u015ftirmesiyle y\u00fckselen EUR\/USD paritesi, bu sabah 1,1551 civar\u0131nda i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Paritede 1,1500 ilk destek, 1,1600 ilk diren\u00e7 konumunda. 1,1600 seviyesinin a\u015f\u0131lmas\u0131 halinde 1,1650-1,1700 b\u00f6lgesine do\u011fru hareketin g\u00fcndeme gelebilece\u011fi belirtiliyor.<\/p>\n
S&P 500 Cuma g\u00fcn\u00fcn\u00fc 7.757,64 puandan rekor seviyede tamamlad\u0131. Alnus Yat\u0131r\u0131m\u2019a g\u00f6re endekste a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 7.700 ilk destek olarak izlenecek. Bu seviyenin k\u0131r\u0131lmas\u0131 halinde 7.650-7.600 band\u0131na do\u011fru geri \u00e7ekilme g\u00f6r\u00fclebilir.<\/p>\n
Yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 7.800 ilk diren\u00e7 konumunda bulunuyor. Bu seviyenin \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde 7.850-7.900 band\u0131 g\u00fcndeme gelebilir.<\/p>\n
Piyasalar\u0131n bu haftaki ana g\u00fcndemi 12 A\u011fustos \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak ABD temmuz ay\u0131 T\u00dcFE verisi olacak.<\/p>\n
Zay\u0131f istihdam verisinin ard\u0131ndan Fed\u2019in faiz politikas\u0131nda daha temkinli hareket edece\u011fi beklentisi hisse piyasalar\u0131n\u0131 desteklerken, enflasyonun beklentilerin \u00fczerinde gelmesi bu fiyatlamay\u0131 tersine \u00e7evirebilir.<\/p>\n
T\u00fcrkiye\u2019de ise bug\u00fcn saat 10.00\u2019da Haziran ay\u0131 sanayi \u00fcretimi verisi a\u00e7\u0131klanacak. Borsa \u0130stanbul a\u00e7\u0131s\u0131ndan k\u00fcresel risk i\u015ftah\u0131n\u0131n yan\u0131 s\u0131ra yurt i\u00e7indeki ekonomik aktiviteye ili\u015fkin bu veri de yak\u0131ndan takip edilecek.<\/p>\n
Alnus Yat\u0131r\u0131m\u2019\u0131n piyasa g\u00f6r\u00fcn\u00fcm\u00fcnde \u00f6ne \u00e7\u0131kan seviyeler: BIST 100\u2019de 13.779 puan civar\u0131 takip edilirken, k\u00fcresel piyasalarda S&P 500 i\u00e7in 7.700-7.800, ons alt\u0131nda 4.300-4.350 dolar, EUR\/USD\u2019de 1,1500-1,1600 ve Brent petrolde 83-85 dolar band\u0131 kritik b\u00f6lgeler olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
<\/strong> \u0130stanbul, 10 A\u011fustos (Hibya) \u2013 Alnus Yat\u0131r\u0131m, g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde k\u00fcresel piyasalarda ABD istihdam verisinin ard\u0131ndan de\u011fi\u015fen Fed beklentilerine ve bu hafta a\u00e7\u0131klanacak enflasyon verilerine dikkat \u00e7ekti.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":129683,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-129682","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/129682","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=129682"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/129682\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/129683"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=129682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=129682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=129682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"