Gedik Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan Forex G\u00fcnl\u00fck B\u00fclteni\u2019nde, Fed\u2019in gelecek ay faiz art\u0131rma olas\u0131l\u0131\u011f\u0131n\u0131n bir hafta \u00f6nceki yakla\u015f\u0131k y\u00fczde 50 seviyesinden y\u00fczde 30\u2019un alt\u0131na geriledi\u011fi, dolar endeksinin ise may\u0131s ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyelerine yak\u0131n seyretti\u011fi belirtildi. ABD 2 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,15\u2019e indi\u011fi, 10 ve 30 y\u0131ll\u0131k tahvil getirilerinde de s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fc a\u00e7\u0131kland\u0131.<\/p>\n
Risk i\u015ftah\u0131 taraf\u0131nda Asya-Pasifik hisselerinin y\u00fczde 0,2, Nasdaq 100 vadeli i\u015flemlerinin y\u00fczde 0,3 de\u011fer kazand\u0131\u011f\u0131 belirtilen b\u00fcltende, Wall Street ve Avrupa vadeli endekslerinin de pozitif seyretti\u011fi kaydedildi. Emtia piyasalar\u0131nda ise jeopolitik risklerin belirleyici olmaya devam etti\u011fi, Brent petrol\u00fcn yakla\u015f\u0131k 88,65 dolara y\u00fckseldi\u011fi ifade edildi. \u0130srail\u2019in L\u00fcbnan\u2019a y\u00f6nelik yeni sald\u0131r\u0131lar\u0131 ve \u0130ran\u2019a kar\u015f\u0131 olas\u0131 ABD yapt\u0131r\u0131mlar\u0131n\u0131n petrol fiyatlar\u0131n\u0131 destekledi\u011fi belirtilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik giri\u015fimlerin petrol a\u00e7\u0131s\u0131ndan a\u015fa\u011f\u0131 y\u00f6nl\u00fc risk olu\u015fturdu\u011fu bildirildi.<\/p>\n
Alt\u0131n\u0131n zay\u0131flayan dolar ve gerileyen tahvil faizlerinden destek alarak 4.395 dolar civar\u0131na y\u00fckseldi\u011fi, bak\u0131r\u0131n ise arz endi\u015feleriyle rekor seviyelere yakla\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. Haftan\u0131n devam\u0131nda Fed\u2019in temmuz toplant\u0131 tutanaklar\u0131, ABD\u2019nin 20 y\u0131ll\u0131k tahvil ihalesi, \u00c7in\u2019den gelecek t\u00fcketim ve sanayi \u00fcretimi verileri ile Orta Do\u011fu\u2019daki geli\u015fmelerin k\u00fcresel piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan \u00f6ne \u00e7\u0131kaca\u011f\u0131 ifade edildi.<\/p>\n
Avrupa hisse senedi piyasalar\u0131n\u0131n haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne pozitif ba\u015flamas\u0131n\u0131n beklendi\u011fi belirtilen b\u00fcltende, ABD\u2019den gelen zay\u0131f ekonomik verilerin Fed\u2019in yak\u0131n vadede faiz art\u0131raca\u011f\u0131na y\u00f6nelik beklentileri azaltmas\u0131n\u0131n k\u00fcresel risk i\u015ftah\u0131n\u0131 destekledi\u011fi kaydedildi. Orta Do\u011fu\u2019da \u0130srail\u2019in L\u00fcbnan\u2019a y\u00f6nelik yeni sald\u0131r\u0131lar\u0131 ve ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a kar\u015f\u0131 yeni yapt\u0131r\u0131mlar haz\u0131rl\u0131\u011f\u0131nda olmas\u0131n\u0131n jeopolitik riskleri y\u00fcksek tuttu\u011fu, ancak yat\u0131r\u0131mc\u0131lar\u0131n \u015fimdilik bu geli\u015fmeleri s\u0131n\u0131rl\u0131 fiyatlad\u0131\u011f\u0131 belirtildi.<\/p>\n
Avrupa taraf\u0131nda bug\u00fcn \u00f6nemli bir makroekonomik veri veya \u015firket bilan\u00e7osu bulunmad\u0131\u011f\u0131, hafta boyunca ECB\u2019nin temmuz toplant\u0131s\u0131na ili\u015fkin Para Politikas\u0131 Toplant\u0131 Tutanaklar\u0131, Euro B\u00f6lgesi ve Almanya ZEW ekonomik g\u00fcven endeksleri ile b\u00f6lge genelinde a\u00e7\u0131klanacak PMI verilerinin takip edilece\u011fi ifade edildi. ECB\u2019nin temmuz ay\u0131nda politika faizlerini sabit b\u0131rakmas\u0131n\u0131n ard\u0131ndan yay\u0131mlanacak tutanaklar\u0131n, \u00fcyelerin enflasyon ve b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmeleri ile \u00f6n\u00fcm\u00fczdeki d\u00f6neme y\u00f6nelik faiz patikas\u0131na dair yeni sinyaller a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 aktar\u0131ld\u0131. Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 kontratlar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 0,3 y\u00fckselmesinin Avrupa piyasalar\u0131nda haftaya \u0131l\u0131ml\u0131 pozitif bir ba\u015flang\u0131\u00e7 beklentisine i\u015faret etti\u011fi bildirildi.<\/p>\n
T\u00fcrkiye taraf\u0131nda ise ge\u00e7en hafta genelinde kurda d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin devam etti\u011fi belirtildi. A\u00e7\u0131klanan verilerin ve haber ak\u0131\u015flar\u0131n\u0131n fiyatlamalara etkisinin olmad\u0131\u011f\u0131 ifade edildi. TCMB’nin y\u0131l sonu enflasyon tahminini y\u00fczde 26’dan y\u00fczde 28’e revize etmesinin ard\u0131ndan TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi’ne g\u00f6re kat\u0131l\u0131mc\u0131lar\u0131n y\u0131l sonu enflasyon beklentisinin y\u00fczde 29,43 oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Kat\u0131l\u0131mc\u0131lar\u0131n y\u0131l sonu dolar\/TL beklentisinin 51,6567, y\u0131l sonu politika faizi beklentisinin ise y\u00fczde 35,25 d\u00fczeyinde ger\u00e7ekle\u015fti\u011fi belirtildi. ABD taraf\u0131nda ise zay\u0131f istihdam verileri ve beklentiler dahilindeki enflasyon verisinin ard\u0131ndan Fed’in eyl\u00fcl ay\u0131 toplant\u0131s\u0131ndaki faiz art\u0131r\u0131m beklentilerinin azald\u0131\u011f\u0131 kaydedildi. Yeni haftada ikincil d\u00fczey verilerin takip edilece\u011fi, dolar\/TL’nin saat 08.00 itibar\u0131yla 47,88 civar\u0131nda haftaya yatay g\u00f6r\u00fcn\u00fcmde ba\u015flad\u0131\u011f\u0131 ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 17 A\u011fustos (Hibya) \u2013 Gedik Yat\u0131r\u0131m, ABD\u2019de temmuz ay\u0131 perakende sat\u0131\u015flar\u0131n\u0131n bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetmesi ve son enflasyon verilerinin \u0131l\u0131ml\u0131 seyretmesinin Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131raca\u011f\u0131 beklentilerini zay\u0131flatarak dolar \u00fczerinde bask\u0131 olu\u015fturdu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":133618,"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-133617","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\/133617","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=133617"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/133617\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/133618"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=133617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=133617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=133617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"