Halk Yat\u0131r\u0131m'\u0131n raporunda \u015fu ifadelere yer veridli:<\/p>\n
''Bu sabah Asya piyasalar\u0131nda kar\u0131\u015f\u0131k seyir g\u00f6r\u00fcl\u00fcyor. Japonya Merkez Bankas\u0131 Ba\u015fkan\u0131 Kazuo Ueda\u2019n\u0131n Aral\u0131k toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 se\u00e7ene\u011finin de\u011ferlendirilece\u011fini s\u00f6yleyerek \u015fimdiye kadarki en g\u00fc\u00e7l\u00fc sinyali vermesi, b\u00f6lge genelinde risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131. Yen\u2019in de\u011fer kazanmas\u0131 ve Japon devlet tahvili getirilerinin 17 y\u0131l\u0131n zirvelerine y\u00fckselmesi, \u00f6zellikle ihracat\u00e7\u0131 a\u011f\u0131rl\u0131kl\u0131 Nikkei\u2019de sat\u0131\u015flar\u0131 h\u0131zland\u0131rd\u0131. 2 y\u0131ll\u0131k JGB getirisinin 2008\u2019den bu yana en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131, piyasalarda BOJ\u2019un politika normalle\u015fmesine yakla\u015ft\u0131\u011f\u0131 beklentisini g\u00fc\u00e7lendirdi. Buna kar\u015f\u0131n \u00c7in ve Hong Kong taraf\u0131nda daha \u0131l\u0131ml\u0131 seyir izleniyor. Zay\u0131f gelen PMI verilerinin yeni te\u015fvik ad\u0131mlar\u0131na kap\u0131 aralayabilece\u011fi d\u00fc\u015f\u00fcncesi, teknoloji ve finans a\u011f\u0131rl\u0131kl\u0131 hisselerde s\u0131n\u0131rl\u0131 bir toparlanma getirdi.<\/p>\n
ABD vadelilerinde bu sabah a\u011f\u0131rl\u0131kl\u0131 sat\u0131c\u0131l\u0131 seyir izleniyor. Bug\u00fcn ABD taraf\u0131nda, Kas\u0131m ay\u0131na y\u00f6nelik S&P Global imalat PMI ve ISM verileri takip edilecek. \u0130malat PMI verisinin, Ekim ay\u0131na paralel olarak 51,9 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. ISM taraf\u0131nda \u0130malat verisinin 0,3 puan art\u0131\u015fla 49,0 seviyesinde; \u00f6denen fiyatlar verisinin ise 0,5 puan azal\u0131\u015fla 57,5 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. \u00d6te yandan bug\u00fcn Euro b\u00f6lgesinde, HCOB imalat PMI verisini takip edece\u011fiz. Kas\u0131m ay\u0131 verisine y\u00f6nelik beklenti, \u00f6nceki aya g\u00f6re 0,2 puan art\u0131\u015f ile 49,9 seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde bulunuyor.<\/p>\n
\nYar\u0131n ABD taraf\u0131nda, Fed \u00fcyesi Bowman\u2019\u0131n konu\u015fmas\u0131 g\u00fcndemimizde olacak. Euro B\u00f6lgesi\u2019nde ise i\u015fsizlik oran\u0131 ve T\u00dcFE verileri takip edilecek. Ekim ay\u0131 i\u015fsizlik oran\u0131n\u0131n, \u00f6nceki aya paralel seyrederek y\u00fczde 6,3 seviyesinde ger\u00e7ekle\u015fmesi beklenirken; ayl\u0131k bazda Man\u015fet T\u00dcFE\u2019nin, Kas\u0131m ay\u0131 \u00f6nc\u00fc verisi i\u00e7in y\u00fczde 0,1 art\u0131\u015fla y\u00fczde 2,2 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Haftan\u0131n geri kalan\u0131nda; ABD taraf\u0131nda \u00c7ar\u015famba g\u00fcn\u00fc ISM hizmet, Cuma g\u00fcn\u00fc ise Michigan \u00dcniversitesi veri seti takip edilecek.<\/p>\n
K\u00fcresel piyasalardaki kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm nedeniyle endeksin g\u00fcne temkinli ba\u015flang\u0131\u00e7 yapaca\u011f\u0131n\u0131 tahmin ediyoruz. Yurt i\u00e7inde bug\u00fcn imalat PMI ve GSYH rakamlar\u0131n\u0131 takip ediyor olaca\u011f\u0131z. Eyl\u00fcl\u2019de 46,7 olan man\u015fet PMI, Ekim\u2019de 46,5\u2019e gerileyerek son \u00fc\u00e7 ay\u0131n en d\u00fc\u015f\u00fck seviyesine inmi\u015fti. Di\u011fer taraftan \u00f6nceki \u00e7eyrekte y\u00fczde 4,8 oran\u0131nda ger\u00e7ekle\u015fen b\u00fcy\u00fcmenin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte y\u00fczde 4,2 olmas\u0131 bekleniyor.<\/p>\n
Gelecek g\u00fcndemde neler var?<\/strong> K\u00fcresel piyasalarda, Almanya Kas\u0131m ay\u0131 T\u00dcFE y\u0131ll\u0131k bazda y\u00fczde 2,6 art\u0131\u015fla beklentilerin \u00fczerinde a\u00e7\u0131kland\u0131. Veri ak\u0131\u015f\u0131n\u0131n zay\u0131f oldu\u011fu g\u00fcnde tahvil piyasalar\u0131 yatay seyir izledi. G\u00fcn i\u00e7inde ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 3,99, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi y\u00fczde 2,68 seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k Dolar cinsi CDS risk primi 239 bp seviyesinde i\u015flem g\u00f6r\u00fcrken, Ocak 2035 vadeli 10 y\u0131ll\u0131k Eurobond faizi 1 bp azal\u0131\u015fla y\u00fczde 6,48 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n D\u00f6viz taraf\u0131nda, maj\u00f6r para birimleri ABD Dolar\u2019\u0131 kar\u015f\u0131s\u0131nda kar\u0131\u015f\u0131k seyir izledi. Dolar Endeksi 99,681 seviyesine y\u00fckselirken, Euro \/ Dolar paritesi 1,1571 seviyesine geriledi. Dolar \/ TL spot kuru ise 42,48 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n Yurt i\u00e7i tarafta, TL tahvil piyasalar\u0131nda al\u0131c\u0131l\u0131 seyir izlendi. 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 22 bp azal\u0131\u015fla y\u00fczde 38,17, 10 y\u0131ll\u0131k g\u00f6sterge tahvilin faizi 37 bp azal\u0131\u015fla y\u00fczde 31,41 seviyesinden i\u015flem g\u00f6rd\u00fc. B\u0130ST Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacmi 17,9 milyar TL\u2019ye geriledi.<\/p>\n Hazine, Aral\u0131k \u2013 \u015eubat d\u00f6nemi yeni i\u00e7 bor\u00e7lanma stratejisini yay\u0131nlad\u0131. Programa g\u00f6re Hazine Aral\u0131k ay\u0131nda toplam 109,6 milyar TL\u2019lik i\u00e7 bor\u00e7 servisine kar\u015f\u0131l\u0131k toplam 124,2 milyar TL i\u00e7 bor\u00e7lanma yap\u0131lmas\u0131n\u0131 hedeflerken, 4 adet ihale ve 1 adet do\u011frudan sat\u0131\u015f d\u00fczenleyecek. Bor\u00e7lanma takvimine g\u00f6re, bu hafta ihalesi bulunmamaktad\u0131r.<\/p>\n B\u0130ST Repo Pazar\u0131\u2019nda gecelik ortalama faiz oran\u0131 y\u00fczde 39,31 – y\u00fczde 39,38 band\u0131nda olu\u015furken, ortalama haftal\u0131k i\u015flem hacmi 856,6 milyar TL\u2019ye y\u00fckseldi.''<\/p>\n <\/strong> \u0130stanbul, 1 Aral\u0131k (Hibya)- Halk Yat\u0131r\u0131m,bu sabah Asya piyasalar\u0131nda kar\u0131\u015f\u0131k seyir g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc ve Japonya Merkez Bankas\u0131 Ba\u015fkan\u0131 Kazuo Ueda\u2019n\u0131n Aral\u0131k toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 se\u00e7ene\u011finin de\u011ferlendirilece\u011fini s\u00f6yleyerek \u015fimdiye kadarki en g\u00fc\u00e7l\u00fc sinyali vermesinin, b\u00f6lge genelinde risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131 bildirildi.<\/p>\n","protected":false},"author":1,"featured_media":13675,"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-13674","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\/13674","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=13674"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13674\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/13675"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=13674"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=13674"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=13674"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n\u00c7ar\u015famba g\u00fcn\u00fc yurt i\u00e7inde enflasyon verileri takip edilecek. Piyasa beklentisi ayl\u0131k enflasyonun \u0131l\u0131ml\u0131 bir art\u0131\u015f g\u00f6sterece\u011fine, y\u0131ll\u0131k enflasyonun ise baz etkisinin de katk\u0131s\u0131yla gerileme e\u011filimini s\u00fcrd\u00fcrece\u011fine i\u015faret ediyor. Ekonomistlerin Kas\u0131m ay\u0131 enflasyon beklentisinde ayl\u0131k medyan tahmin y\u00fczde 1,25, y\u0131ll\u0131k T\u00dcFE verisi i\u00e7in medyan tahmin y\u00fczde 31,60 art\u0131\u015f y\u00f6n\u00fcnde ger\u00e7ekle\u015fti.<\/p>\n
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"