Allianz'\u0131n Ba\u015f Ekonomi dan\u0131\u015fman\u0131 olan Mohamed El-Erian, “K\u00fcresel Ekonomi ve Piyasalara Haftal\u0131k Bak\u0131\u015f” de\u011ferlendirmesinde, “\u00d6nemli bir nokta olarak, bu Cuma Kas\u0131m ay\u0131 istihdam raporu a\u00e7\u0131klanmayacak. Veri toplama gecikmeleri nedeniyle, bu rapor 16 Aral\u0131k'a ertelendi. Resmi istihdam rakamlar\u0131n\u0131n a\u00e7\u0131klanmamas\u0131 nedeniyle, piyasa i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n sa\u011fl\u0131\u011f\u0131 hakk\u0131nda ipucu bulmak i\u00e7in haftal\u0131k ADP istihdam raporunu, ISM \u0130malat ve Hizmetler endeksini, ticaret verilerini ve sanayi \u00fcretimini yak\u0131ndan inceleyecek” dedi.<\/p>\n
ABD'de \u015e\u00fckran G\u00fcn\u00fc tatili olmas\u0131na ra\u011fmen, ge\u00e7en hafta ekonomistler ve yat\u0131r\u0131mc\u0131lar i\u00e7in ilgin\u00e7 geli\u015fmeler ya\u015fand\u0131\u011f\u0131n\u0131 vurgulayan Mohamed El-Erian, “Bunlar\u0131n en \u00f6nemlileri, Fed politikas\u0131n\u0131n keskin bir \u015fekilde yeniden fiyatland\u0131r\u0131lmas\u0131 ve piyasalardan yeni \u0130ngiltere b\u00fct\u00e7esine verilen ge\u00e7ici onay oldu” dedi ve ekledi:<\/p>\n
“Piyasalar\u0131n Fed'in 10 Aral\u0131k'ta faiz indirimi yapaca\u011f\u0131na dair beklentileri y\u00fczde 90'a y\u00fckseldi. Bu, birka\u00e7 hafta \u00f6nce y\u00fczde 30 olarak fiyatlanan olas\u0131l\u0131ktan dramatik bir tersine d\u00f6n\u00fc\u015f. Bu g\u00fcvercin tav\u0131rl\u0131 d\u00f6n\u00fc\u015f, iki fakt\u00f6r taraf\u0131ndan tetiklendi: Faaliyetlerle ilgili verilerdeki devam eden zay\u0131fl\u0131k ve Bloomberg'in Kevin Hassett'i Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in be\u015f finalist aras\u0131nda en \u00f6nde gelen aday olarak g\u00f6sterdi\u011fi haberleri.”<\/p>\n
ABD verilerinin “kar\u0131\u015f\u0131k sinyaller vermeye” devam etti\u011fini vurgulayan Mohamed El-Erian, “T\u00fcketici g\u00fcveninde hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan bir tablo ve iki h\u0131z ayr\u0131\u015fmas\u0131n\u0131n devam etti\u011fini g\u00f6rd\u00fck: imalat sekt\u00f6r\u00fc daralmaya devam ederken, hizmetler sekt\u00f6r\u00fc b\u00fcy\u00fcmeye devam ediyor” dedi.<\/p>\n
Bu arada, \u0130ngiltere'de, \u0130\u015f\u00e7i Partisi h\u00fck\u00fcmetinin ikinci b\u00fct\u00e7esinin, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde \u201cmali hareket alan\u0131n\u0131n\u201d iki kat\u0131na \u00e7\u0131kmas\u0131 nedeniyle piyasalar taraf\u0131ndan olumlu kar\u015f\u0131land\u0131\u011f\u0131na da dikkat \u00e7eken Mohamed El-Erian, “Ancak, \u00fc\u00e7 yap\u0131sal endi\u015fenin ortaya \u00e7\u0131kmas\u0131yla, bu olumlu beklentinin k\u0131sa \u00f6m\u00fcrl\u00fc olma riski bulunuyor” dedi ve bu yap\u0131sal endi\u015feleri \u015f\u00f6yle s\u0131ralad\u0131:<\/p>\n
“Gelir Stratejisi: \u015eeffaf, sabit bir gelir vergisi art\u0131\u015f\u0131 yerine karma\u015f\u0131k bir dizi vergi arac\u0131na ba\u011f\u0131ml\u0131l\u0131k. Zaman \u00c7izelgesi: Mali ayarlama, \u00f6zellikle bor\u00e7 ve a\u00e7\u0131k profillerinin iyile\u015ftirilmesi konusunda, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde geriye d\u00f6n\u00fck olarak yap\u0131lmaktad\u0131r. B\u00fcy\u00fcme: Bu b\u00fct\u00e7enin, \u0130ngiltere'nin acil olarak ihtiya\u00e7 duydu\u011fu verimlilik ve b\u00fcy\u00fcmeyi ger\u00e7ekten sa\u011flayabilece\u011fine dair \u015f\u00fcpheler var.”<\/p>\n
Mohamed El-Erian, \u00f6n\u00fcm\u00fczdeki hafta uluslararas\u0131 piyasalarda olas\u0131 geli\u015fmeleri de \u015f\u00f6yle s\u0131ralad\u0131:<\/p>\n
“\u0130ngiltere: \u0130ngiltere Merkez Bankas\u0131'n\u0131n finansal istikrar risklerine ili\u015fkin periyodik de\u011ferlendirmesini beklerken, piyasan\u0131n b\u00fct\u00e7eyi nas\u0131l sindirdi\u011fini izlemeye devam edece\u011fiz.<\/p>\n
“Japonya: Piyasalar, Japonya Merkez Bankas\u0131 Ba\u015fkan\u0131 Kazuo Ueda'n\u0131n a\u00e7\u0131klamalar\u0131na yak\u0131ndan dikkat edecek. Ueda, faiz oranlar\u0131n\u0131 sabit tutma y\u00f6n\u00fcndeki siyasi bask\u0131 ile kar\u015f\u0131 kar\u015f\u0131ya kal\u0131rken, y\u00fckselen enflasyonu ve zay\u0131f para birimini y\u00f6netmek gibi hassas bir dengeyi s\u00fcrd\u00fcrmeye \u00e7al\u0131\u015f\u0131yor.<\/p>\n
“Suudi Arabistan: B\u00fct\u00e7enin a\u00e7\u0131klanmas\u0131, buna ima edilen 'k\u00e2r e\u015fi\u011fi' petrol fiyat\u0131 da dahil.<\/p>\n
“Asya: \u00c7in ve Singapur'un perakende sat\u0131\u015flar\u0131 da dahil olmak \u00fczere bir dizi sat\u0131n alma y\u00f6neticileri endeksi (PMI) verisi.<\/p>\n
“Latin Amerika: Brezilya'n\u0131n GSYH, ticaret ve enflasyon verileri; Meksika'n\u0131n \u00f6nc\u00fc g\u00f6stergeleri ve t\u00fcketici g\u00fcveni.”
\n\u00a0<\/p>\n
<\/strong> \u0130stanbul, 1 Aral\u0131k (Hibya) – Finans ve Ekonomi Uzman\u0131 Mohamed El-Erian, ABD Merkez Bankas\u0131’n\u0131n (Fed) faiz indirece\u011fine ili\u015fkin beklentilerin y\u00fczde 90″a y\u00fckseldi\u011fine dikkat \u00e7ekti ve “10 Aral\u0131k toplant\u0131s\u0131 \u00f6ncesinde, Fed’in tercih etti\u011fi enflasyon g\u00f6stergesi olan t\u00fcketici fiyatlar\u0131 endeksi verilerinin bu hafta a\u00e7\u0131klanmas\u0131 \u00f6zellikle ilgi \u00e7ekecek” dedi.<\/p>\n","protected":false},"author":1,"featured_media":13627,"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-13626","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\/13626","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=13626"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13626\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/13627"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=13626"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=13626"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=13626"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"