Piramit Menkul K\u0131ymetler'in de\u011ferlendirmesinde,\u00a0bu hafta piyasalar\u0131n, ABD PCE enflasyon ve ADP istihdam verilerine, Avrupa\u2019da ise b\u00fcy\u00fcme, enflasyon ve perakende sat\u0131\u015flara odaklan\u0131rken, d\u00fcnya genelinde kas\u0131m ay\u0131n\u0131n nihai PMI rakamlar\u0131n\u0131n a\u00e7\u0131klanaca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
De\u011ferlendirmede ayr\u0131ca \u015fu bilgilere yer verildi:<\/p>\n
“ABD Ticaret Bakanl\u0131\u011f\u0131, ge\u00e7en hafta \u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanmas\u0131 beklenen PCE Fiyat Endeksi\u2019nin bu hafta cuma g\u00fcn\u00fcne ertelendi\u011fini a\u00e7\u0131klam\u0131\u015ft\u0131. Fed\u2019in yak\u0131ndan izledi\u011fi t\u00fcketici enflasyonu verisi PCE Fiyat Endeksi a\u011fustosta ayl\u0131k y\u00fczde 0,3, y\u0131ll\u0131k y\u00fczde 2,7 art\u0131\u015fla piyasa beklentisini kar\u015f\u0131lam\u0131\u015ft\u0131. Eyl\u00fclde de ayl\u0131k y\u00fczde 0,3 art\u0131\u015f beklenmektedir. \u00c7ekirdek PCE endeksi a\u011fustosta ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k y\u00fczde 2,9 art\u0131\u015fla beklentiyi kar\u015f\u0131lad\u0131. Eyl\u00fclde, ayl\u0131k y\u00fczde 0,2 art\u0131\u015f beklenmektedir.<\/p>\n
ABD\u2019de \u00e7ar\u015famba g\u00fcn\u00fc, resmi istihdam raporu i\u00e7in \u00f6nc\u00fc veri niteli\u011findeki ADP Enstit\u00fcs\u00fc\u2019n\u00fcn istihdam raporu yay\u0131mlanacak. ADP verilerine g\u00f6re \u00f6zel sekt\u00f6r istihdam de\u011fi\u015fimi eyl\u00fclde -29 bin iken ekimde +42 bin olmu\u015ftu.<\/p>\n
Haftan\u0131n son i\u015flem g\u00fcn\u00fc Euro B\u00f6lgesi\u2019nin y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fine ili\u015fkin nihai b\u00fcy\u00fcme verileri a\u00e7\u0131klanacak. 14 Kas\u0131m\u2019da yay\u0131mlanan ikinci tahmin verilere g\u00f6re Euro B\u00f6lgesi ekonomisi \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 0,2 b\u00fcy\u00fcd\u00fc. Nihai veride de\u011fi\u015fiklik beklenmemektedir. Euro B\u00f6lgesi ekonomisi y\u0131l\u0131n ilk \u00e7eyre\u011finde y\u00fczde 0,6, ikinci \u00e7eyre\u011finde y\u00fczde 0,1 b\u00fcy\u00fcme kaydetmi\u015fti.<\/p>\n
Euro B\u00f6lgesi\u2019nde sal\u0131 g\u00fcn\u00fc kas\u0131m ay\u0131na ili\u015fkin \u00f6nc\u00fc T\u00dcFE rakamlar\u0131, \u00e7ar\u015famba g\u00fcn\u00fc ise ekim ay\u0131n\u0131n \u00dcFE rakamlar\u0131 yay\u0131mlanacak. Ekimde, T\u00dcFE ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k y\u00fczde 2,1 artarken \u00e7ekirdek T\u00dcFE ayl\u0131k y\u00fczde 0,3, y\u0131ll\u0131k y\u00fczde 2,4 artm\u0131\u015ft\u0131. Euro B\u00f6lgesi\u2019nde \u00fcretici fiyatlar\u0131 eyl\u00fclde ayl\u0131k bazda y\u00fczde 0,1, y\u0131ll\u0131k y\u00fczde 0,2 azalm\u0131\u015ft\u0131.<\/p>\n
Euro B\u00f6lgesi\u2019nde per\u015fembe g\u00fcn\u00fc ekim ay\u0131 perakende sat\u0131\u015flar verisi takip edilecek. Eyl\u00fclde ayl\u0131k bazda y\u00fczde 0,2 art\u0131\u015f beklenirken y\u00fczde 0,1 azalan Euro B\u00f6lgesi perakende sat\u0131\u015flar\u0131, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 1,0 art\u0131\u015fla piyasa beklentisini kar\u015f\u0131lam\u0131\u015ft\u0131.<\/p>\n
Bu hafta kas\u0131m ay\u0131n\u0131n nihai k\u00fcresel PMI verileri takip edilecek. Pazartesi g\u00fcn\u00fc d\u00fcnya genelinde imalat PMI verileri, \u00e7ar\u015famba g\u00fcn\u00fc ise hizmet PMI verileri a\u00e7\u0131klanacak.<\/p>\n
\u0130malat PMI taraf\u0131nda;<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re Japonya PMI kas\u0131mda 48,2\u2019den 48,8\u2019e y\u00fckseldi; nihai veride de\u011fi\u015fiklik beklenmemektedir.<\/p>\n
\u00c7in (Caixin) imalat PMI ekimde 51,2\u2019den 50,6\u2019ya gerilemi\u015fti.<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re Almanya PMI kas\u0131mda 49,6\u2019dan 48,4\u2019e geriledi; nihai veride de\u011fi\u015fiklik beklenmemektedir.<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re Euro B\u00f6lgesi PMI kas\u0131mda 50,0\u2019den 49,7\u2019ye geriledi; nihai veride de\u011fi\u015fiklik beklenmiyor.<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re \u0130ngiltere PMI kas\u0131mda 49,7\u2019den 50,2\u2019ye y\u00fckseldi; nihai veride de\u011fi\u015fiklik beklenmiyor.<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re ABD (S&P Global) imalat PMI kas\u0131mda 52,5\u2019ten 51,9\u2019a geriledi; de\u011fi\u015fiklik beklenmiyor.<\/p>\n
ABD (ISM) imalat PMI ekimde 49,1\u2019den 48,7\u2019ye gerilemi\u015fti.<\/p>\n
Hizmet\/imalat d\u0131\u015f\u0131 PMI taraf\u0131nda;<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re Japonya PMI kas\u0131mda 53,1 ile ekim ile ayn\u0131 seviyede kald\u0131; veride de\u011fi\u015fiklik beklenmiyor.<\/p>\n
\u00c7in (Caixin) hizmet PMI ekimde 52,9\u2019dan 52,6\u2019ya geriledi.<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re Almanya PMI kas\u0131mda 54,6\u2019dan 52,7\u2019ye geriledi; nihai veride de\u011fi\u015fiklik beklenmemektedir.<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re Euro B\u00f6lgesi PMI kas\u0131mda 53,0\u2019ten 53,1\u2019e y\u00fckseldi; nihai veride de\u011fi\u015fiklik beklenmiyor.<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re \u0130ngiltere PMI kas\u0131mda 52,3\u2019ten 50,5\u2019e geriledi; nihai veride de\u011fi\u015fiklik beklenmiyor.<\/p>\n
\u00d6nc\u00fc veriye g\u00f6re ABD (S&P Global) hizmet PMI kas\u0131mda 54,8\u2019den 55,0\u2019e y\u00fckseldi; de\u011fi\u015fiklik beklenmiyor.<\/p>\n
ABD (ISM) imalat d\u0131\u015f\u0131 PMI ekimde 50,0\u2019den 52,4\u2019e y\u00fckselmi\u015fti.<\/p>\n
Bu hafta yurt i\u00e7inde b\u00fcy\u00fcme ve enflasyon verileri \u00f6ne \u00e7\u0131k\u0131yor. Ayr\u0131ca, d\u0131\u015f ticaret verileri ve Hazine nakit ger\u00e7ekle\u015fmeleri takip edilebilir.<\/p>\n
Haftan\u0131n ilk i\u015flem g\u00fcn\u00fc yurt i\u00e7inde olduk\u00e7a yo\u011fun bir veri ak\u0131\u015f\u0131 takip edilecek. TU\u0130K, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fe ili\u015fkin GSY\u0130H rakamlar\u0131n\u0131 yay\u0131mlayacak. Matriks Haber'in anketine g\u00f6re ekonomistler \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine k\u0131yasla y\u00fczde 4,2 b\u00fcy\u00fcme bekliyor. 2025 y\u0131l\u0131n\u0131n tamam\u0131na ili\u015fkin medyan beklenti y\u00fczde 3,5 oldu. 2026 y\u0131l\u0131nda ise y\u00fczde 3,8 b\u00fcy\u00fcme bekleniyor. T\u00fcrkiye ekonomisi 2025'in ikinci \u00e7eyre\u011finde y\u0131ll\u0131k y\u00fczde 4,8 b\u00fcy\u00fcm\u00fc\u015ft\u00fc.<\/p>\n
\u0130stanbul Sanayi Odas\u0131 (\u0130SO) kas\u0131m ay\u0131n\u0131n \u0130SO T\u00fcrkiye \u0130malat PMI raporunu yay\u0131mlayacak. Ekimde, imalat PMI 46,7\u2019den 46,5\u2019e gerileyerek son \u00fc\u00e7 ay\u0131n en d\u00fc\u015f\u00fck de\u011ferini alm\u0131\u015ft\u0131. Raporda \u00fcretimde yava\u015flama e\u011filiminin 19\u2019uncu aya ula\u015ft\u0131\u011f\u0131 ve d\u00fc\u015f\u00fc\u015f\u00fcn eyl\u00fcle k\u0131yasla daha y\u00fcksek oranda ger\u00e7ekle\u015fti\u011fi belirtildi. Yeni sipari\u015flerde de d\u00fc\u015f\u00fc\u015f oldu.<\/p>\n
\u0130stanbul Ticaret Odas\u0131 (\u0130TO), resmi T\u00dcFE verisi i\u00e7in \u00f6nc\u00fc niteli\u011findeki \u0130stanbul T\u00fcketici Fiyat \u0130ndeksini a\u00e7\u0131klayacak. \u0130stanbul\u2019da perakende fiyat hareketlerinin g\u00f6stergesi olan endeks ekimde ayl\u0131k y\u00fczde 3,31, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 34,40, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 40,84 artm\u0131\u015ft\u0131. En y\u00fcksek ayl\u0131k art\u0131\u015f y\u00fczde 17,26 ile giyim ve ayakkab\u0131 harcama grubunda izlenmi\u015fti. G\u0131da ve alkols\u00fcz i\u00e7ecekler grubu y\u00fczde 4,05, konut y\u00fczde 2,21, ula\u015ft\u0131rma y\u00fczde 0,61, haberle\u015fme y\u00fczde 5,42, lokanta ve oteller grubunda ise y\u00fczde 3,97 art\u0131\u015f olmu\u015ftu.<\/p>\n
Yurt i\u00e7inde \u00e7ar\u015famba g\u00fcn\u00fc T\u00dc\u0130K kas\u0131m ay\u0131n\u0131n resmi enflasyon rakamlar\u0131n\u0131 yay\u0131mlayacak. Matriks Haber'in anketine g\u00f6re ekonomistlerin kas\u0131m ay\u0131 i\u00e7in medyan beklentisi ayl\u0131k y\u00fczde 1,25, y\u0131ll\u0131k y\u00fczde 31,51 art\u0131\u015f y\u00f6n\u00fcnde oldu. 2025 y\u0131l sonu T\u00dcFE beklentisi y\u00fczde 32,00 oldu.<\/p>\n
T\u00dcFE ekimde ayl\u0131k y\u00fczde 2,55, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 28,63, y\u0131ll\u0131k y\u00fczde 32,87 ve on iki ayl\u0131k ortalamalara g\u00f6re y\u00fczde 37,15 artm\u0131\u015ft\u0131. C Grubu T\u00dcFE ayl\u0131k y\u00fczde 2,41, y\u0131ll\u0131k y\u00fczde 32,05 artm\u0131\u015ft\u0131. Ayn\u0131 d\u00f6nemde Yurt \u0130\u00e7i \u00dcretici Fiyat Endeksi (Y\u0130-\u00dcFE) ayl\u0131k y\u00fczde 1,63, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 25,67, y\u0131ll\u0131k y\u00fczde 27,00 ve on iki ayl\u0131k ortalamalara g\u00f6re y\u00fczde 25,49 art\u0131\u015f g\u00f6sterdi.<\/p>\n
T\u00dc\u0130K \u00e7ar\u015famba g\u00fcn\u00fc mevsim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f T\u00dcFE rakamlar\u0131n\u0131 yay\u0131mlayacak.<\/p>\n
Ticaret Bakanl\u0131\u011f\u0131, per\u015fembe g\u00fcn\u00fc kas\u0131m ay\u0131n\u0131n \u00f6nc\u00fc d\u0131\u015f ticaret istatistiklerini a\u00e7\u0131klayacak. T\u00dc\u0130K\u2019in nihai verilerine g\u00f6re ekimde genel ticaret sistemine g\u00f6re ihracat y\u0131ll\u0131k y\u00fczde 2,0 art\u0131\u015fla 23,94mlr USD, ithalat y\u00fczde 7,2 art\u0131\u015fla 31,52mlr USD, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 27,6 art\u0131\u015fla 7,58mlr USD olurken ocak-ekim d\u00f6neminde ihracat y\u0131ll\u0131k y\u00fczde 3,9 art\u0131\u015fla 224,47mlr USD, ithalat y\u00fczde 6,1 art\u0131\u015fla 299,15mlr USD ve d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 13,3 art\u0131\u015fla 74,68mlr USD olmu\u015ftu.<\/p>\n
Hazine ve Maliye Bakanl\u0131\u011f\u0131 (HMB) cuma g\u00fcn\u00fc kas\u0131m ay\u0131n\u0131n Hazine Nakit Ger\u00e7ekle\u015fmelerini a\u00e7\u0131klayacak. HMB\u2019nin son verilerine g\u00f6re ekimde, hazine nakit dengesi 195,88mlr TL, faiz d\u0131\u015f\u0131 denge 36,03mlr TL a\u00e7\u0131k verirken ocak-ekim d\u00f6neminde hazine nakit dengesi 1,83trln TL, faiz d\u0131\u015f\u0131 denge 137,16mlr TL a\u00e7\u0131k vermi\u015fti.<\/p>\n
<\/strong> \u0130stanbul, 1 Aral\u0131k (Hibya) – Piramit Menkul K\u0131ymetler, bu hafta piyasalar\u0131n, ABD PCE enflasyon ve ADP istihdam verilerine, Avrupa\u2019da ise b\u00fcy\u00fcme, enflasyon ve perakende sat\u0131\u015flara odaklan\u0131rken, d\u00fcnya genelinde kas\u0131m ay\u0131n\u0131n nihai PMI rakamlar\u0131n\u0131n a\u00e7\u0131klanaca\u011f\u0131n\u0131 duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":13713,"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-13712","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\/13712","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=13712"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13712\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/13713"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=13712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=13712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=13712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"