Gedik Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, kas\u0131m ay\u0131 i\u00e7erisinde Fed\u2019e y\u00f6nelik faiz indirim beklentilerinin zay\u0131flad\u0131\u011f\u0131 bir s\u00fcrecin takip edildi\u011fi belirtildi. De\u011ferlendirmede ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“Bu tarafta eyl\u00fcl ay\u0131 istihdam rakamlar\u0131n\u0131n beklentilerden iyi gelmesi, Fed \u00fcyelerinin aral\u0131k ay\u0131na ili\u015fkin daha temkinli ve \u015fahin tonlu a\u00e7\u0131klamalarda bulunmas\u0131 ve Fed tutanaklar\u0131nda \u00fcyelerin faiz indirimi konusunda ayr\u0131\u015ft\u0131\u011f\u0131n\u0131n g\u00f6r\u00fclmesi gibi geli\u015fmeler, piyasalarda Fed\u2019e ili\u015fkin faiz indirim beklentilerinin zay\u0131flamas\u0131na neden olurken, k\u00fcresel risk i\u015ftah\u0131n\u0131 da bask\u0131lad\u0131. Kas\u0131m ay\u0131 i\u00e7erisinde Fed\u2019in aral\u0131k ay\u0131nda faiz indirimine gitme ihtimali y\u00fczde 35\u2019lere kadar bir gerileme kaydetti. Ancak 21 Kas\u0131m Cuma g\u00fcn\u00fc New York Fed Ba\u015fkan\u0131 John Williams yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Fed\u2019in enflasyon hedefini riske atmadan yak\u0131n vadede faiz indirebilece\u011fini ve yak\u0131n vadede daha fazla ayarlama i\u00e7in alan oldu\u011funu belirtmesi, aral\u0131k ay\u0131na y\u00f6nelik faiz indirim beklentilerini tekrardan g\u00fc\u00e7lendirdi.<\/p>\n
K\u00fcresel risk i\u015ftah\u0131ndaki dalgalanma, TCMB\u2019nin faiz indirimlerinin daha yava\u015f bir tempoda ger\u00e7ekle\u015fece\u011fi beklentilerini ve yurt i\u00e7indeki geli\u015fmelerle kas\u0131m ay\u0131n\u0131n ilk yar\u0131s\u0131nda sat\u0131\u015flar\u0131n g\u00f6zlendi\u011fi BIST100 Endeksi\u2019nde ay\u0131n ikinci yar\u0131s\u0131nda kay\u0131plar\u0131n geri al\u0131nd\u0131\u011f\u0131 bir fiyatlama takip edildi. BIST100 Endeksi, kas\u0131m ay\u0131n\u0131 y\u00fczde 0,66 oran\u0131nda s\u0131n\u0131rl\u0131 bir d\u00fc\u015f\u00fc\u015fle 10.899 puandan tamamlad\u0131. Dolar\/TL kuru kas\u0131m ay\u0131n\u0131 y\u00fczde 1,04 oran\u0131nda bir y\u00fckseli\u015fle 42,5015 seviyesinden tamamlad\u0131. Dolar bazl\u0131 BIST-100 Endeksi, endeksteki yatay kapan\u0131\u015f ve kurdaki s\u0131n\u0131rl\u0131 y\u00fckseli\u015fe ba\u011fl\u0131 olarak kas\u0131m ay\u0131n\u0131 y\u00fczde 1,69 oran\u0131nda bir d\u00fc\u015f\u00fc\u015fle 256,43 seviyesinden kapatt\u0131.<\/p>\n
2025 y\u0131l\u0131n\u0131n son ay\u0131nda, maj\u00f6r merkez bankalar\u0131n\u0131n faiz kararlar\u0131 \u00f6n planda olacak. Kararlar\u0131n sonucu ve 2026 y\u0131l\u0131na y\u00f6nelik projeksiyonlar, piyasadaki beklentilerinde \u015fekillenmesini sa\u011flayacakt\u0131r. Kararlar sonras\u0131 piyasada 2026 y\u0131l\u0131 beklentileri fiyatlara yans\u0131t\u0131labilir. Aral\u0131k ay\u0131n\u0131n son on g\u00fcnl\u00fck dilimi, k\u00fcresel piyasalarda Noel tatilleri sebebiyle sakin ge\u00e7ecektir. \u00d6nemli bir veri ak\u0131\u015f\u0131 bulunmazken, y\u0131l\u0131n sonuna do\u011fru daha yatay piyasa takip edilebilir. K\u00fcresel piyasalarda, 10 Aral\u0131k Fed(ABD), 18 Aral\u0131k Avrupa(ECB) ve \u0130ngiltere(BoE) Merkez Bankalar\u0131, 19 Aral\u0131k ise Japonya Merkez Bankas\u0131n\u0131n(BoJ) faiz kararlar\u0131 takip edilecek. ABD'de h\u00fck\u00fcmet kapal\u0131 oldu\u011fu i\u00e7in a\u00e7\u0131klanamayan ABD verilerinin de, aral\u0131k ay\u0131 i\u00e7erisinde a\u00e7\u0131klanmas\u0131 bekleniyor. Kas\u0131m ay\u0131 istihdam ve enflasyon gibi maj\u00f6r veriler, Fed'in 10 Aral\u0131k toplant\u0131s\u0131ndan sonra a\u00e7\u0131klanaca\u011f\u0131 belirtildi. Yurt i\u00e7i piyasalarda, 11 Aral\u0131k Per\u015fembe g\u00fcn\u00fc TCMB'nin faiz karar\u0131 takip edilecek. Merkez i\u00e7in faiz indirimi beklentileri korunuyor. Aral\u0131k ay\u0131 i\u00e7erisinde, Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan'\u0131n yurt d\u0131\u015f\u0131 temaslar\u0131 ve ekonomi y\u00f6netiminden gelecek a\u00e7\u0131klamalarda yak\u0131ndan izlenecektir.”<\/p>\n
<\/strong> \u0130stanbul, 1 Aral\u0131k (Hibya) – Gedik Yat\u0131r\u0131m, 2025 y\u0131l\u0131n\u0131n son ay\u0131nda, maj\u00f6r merkez bankalar\u0131n\u0131n faiz kararlar\u0131n\u0131n \u00f6n planda olaca\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":13709,"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-13708","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\/13708","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=13708"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13708\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/13709"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=13708"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=13708"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=13708"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"