\u0130kon Menkul’\u00fcn analizine g\u00f6re, ABD’de Fed’in takip etti\u011fi man\u015fet PCE fiyat endeksi Temmuz’da y\u0131ll\u0131k y\u00fczde 3,7, \u00e7ekirdek PCE ise y\u00fczde 3,3 seviyesinde ger\u00e7ekle\u015fti. Enflasyonun Fed’in y\u00fczde 2’lik hedefinin \u00fczerinde kalmas\u0131, Eyl\u00fcl ay\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 beklentisini g\u00fc\u00e7lendirdi. Veri sonras\u0131nda faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 44’e y\u00fckseldi\u011fi belirtildi.<\/p>\n
Temmuz ay\u0131nda dayan\u0131kl\u0131 mal sipari\u015fleri de y\u00fczde 1,1 artarak piyasa beklentisi olan y\u00fczde 0,5’in \u00fczerinde ger\u00e7ekle\u015fti. \u0130kon Menkul, enflasyonun y\u00fcksek seyrine ekonomik aktiviteden gelen g\u00fc\u00e7l\u00fc verilerin e\u015flik etmesinin Fed’in h\u0131zl\u0131 \u015fekilde g\u00fcvercin bir tutum benimsemesini zorla\u015ft\u0131rabilece\u011fini de\u011ferlendirdi.<\/p>\n
PCE verisinin ard\u0131ndan ABD tahvil getirilerinde s\u0131n\u0131rl\u0131 y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Piyasan\u0131n oda\u011f\u0131n\u0131n, Fed Ba\u015fkan\u0131 Warsh’\u0131n cuma g\u00fcn\u00fc Jackson Hole’da yapaca\u011f\u0131 konu\u015fmaya \u00e7evrildi\u011fi belirtildi.<\/p>\n
ABD borsalar\u0131nda ise g\u00fcne s\u0131n\u0131rl\u0131 kay\u0131plarla ba\u015fland\u0131. A\u00e7\u0131l\u0131\u015fta S&P 500 yakla\u015f\u0131k y\u00fczde 0,1, Nasdaq ise y\u00fczde 0,2 geriledi. Piyasalarda seans kapan\u0131\u015f\u0131n\u0131n ard\u0131ndan a\u00e7\u0131klanmas\u0131 beklenen Nvidia bilan\u00e7osu \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Nvidia’n\u0131n ikinci \u00e7eyrek gelirinin yakla\u015f\u0131k 92,2 milyar dolar olmas\u0131 beklenirken, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelir beklentisi 104,2 milyar dolar seviyesinde bulunuyor. Yat\u0131r\u0131mc\u0131lar\u0131n \u015firketin Blackwell \u00fcr\u00fcnlerine y\u00f6nelik talebinin yan\u0131 s\u0131ra Rubin mimarisinin devreye al\u0131nma takvimi, yakla\u015f\u0131k y\u00fczde 75 seviyesindeki br\u00fct marjlar\u0131n korunmas\u0131 ve yapay zeka altyap\u0131s\u0131na y\u00f6nelik finansman\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fini takip edece\u011fi ifade edildi.<\/p>\n
Orta Do\u011fu taraf\u0131nda ise ABD Hazinesi’nin \u0130ran’\u0131n k\u00fcresel finansman kanallar\u0131n\u0131 hedef alan yeni yapt\u0131r\u0131m s\u00fcrecini ba\u015flatt\u0131\u011f\u0131 belirtildi. \u201cOperation Economic Outcast\u201d kapsam\u0131nda dijital varl\u0131klar, teknoloji, alt\u0131n, havac\u0131l\u0131k ve denizcilik sekt\u00f6rlerinin ikincil yapt\u0131r\u0131m kapsam\u0131n\u0131n geni\u015fletildi\u011fi, yakla\u015f\u0131k 60 ki\u015fi, \u015firket ve geminin yapt\u0131r\u0131m listesine al\u0131nd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Petrol fiyatlar\u0131nda da \u0130ran ve Umman aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik ge\u00e7ici bir d\u00fczenleme ihtimalinin g\u00fcndeme gelmesiyle d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc. Brent petrol 86 dolar, WTI ise 80 dolar seviyelerine geriledi.<\/p>\n
Ons alt\u0131n, PCE verisinin ard\u0131ndan dolar ve tahvil faizlerindeki y\u00fckseli\u015fin etkisiyle yakla\u015f\u0131k y\u00fczde 1 de\u011fer kaybederek 4.610 dolar seviyesine \u00e7ekildi. \u0130kon Menkul, ABD’nin bor\u00e7 g\u00f6r\u00fcn\u00fcm\u00fc ve Hazine’nin tahvil geri al\u0131mlar\u0131n\u0131n de\u011ferli metal a\u00e7\u0131s\u0131ndan uzun vadede destekleyici unsurlar aras\u0131nda yer ald\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Meta’n\u0131n ise Facebook ve Instagram’\u0131n \u00e7ocuklara zarar verdi\u011fi ve ki\u015fisel verilerin uygunsuz \u015fekilde topland\u0131\u011f\u0131 iddialar\u0131 kapsam\u0131nda 29 ABD eyaletinde a\u00e7\u0131lan davalar\u0131 sonu\u00e7land\u0131rmak \u00fczere azami 16,68 milyar dolarl\u0131k anla\u015fmaya vard\u0131\u011f\u0131 bildirildi. \u015eirketin ayr\u0131ca \u00e7ocuk kullan\u0131c\u0131lar\u0131n g\u00fcnl\u00fck kullan\u0131m s\u00fcreleri ve gece saatlerine y\u00f6nelik yeni s\u0131n\u0131rlamalar getirece\u011fi belirtildi.<\/p>\n
Tar\u0131m emtialar\u0131nda ise m\u0131s\u0131r ve bu\u011fday vadeli i\u015flemleri, ABD’deki mahsul g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin endi\u015feler ve Karadeniz’deki ihracat belirsizliklerinin etkisiyle \u00e7ok y\u0131ll\u0131k zirve b\u00f6lgelerine y\u00fckseldi. M\u0131s\u0131rda ABD’deki verim tahminlerinin a\u015fa\u011f\u0131 \u00e7ekilebilece\u011fi beklentisi, bu\u011fdayda ise jeopolitik ta\u015f\u0131mac\u0131l\u0131k riskleri \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
<\/strong> \u0130kon Menkul de\u011ferlendirmesine g\u00f6re, ABD’de Temmuz ay\u0131 PCE enflasyon verilerinin beklentilerin \u00fczerinde seyretmesi ve dayan\u0131kl\u0131 mal sipari\u015flerindeki art\u0131\u015f, piyasalarda Fed’in para politikas\u0131na ili\u015fkin beklentilerin yeniden \u015fekillenmesine neden oldu. K\u00fcresel piyasalarda g\u00f6zler ise Nvidia’n\u0131n bilan\u00e7osuna \u00e7evrildi.<\/p>\n","protected":false},"author":1,"featured_media":139019,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-139018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139018","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=139018"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139018\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/139019"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=139018"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=139018"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=139018"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"