A1 Capital\u2019in G\u00fcnl\u00fck B\u00fclteni\u2019nde, k\u00fcresel piyasalarda Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc bilan\u00e7osu ile ABD\u2019de beklentilerin \u00fczerinde gelen PCE enflasyon verisinin farkl\u0131 y\u00f6nlerde etkili oldu\u011fu belirtildi.<\/p>\n
Rapora g\u00f6re Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131 yapay zeka ve teknoloji hisselerini desteklerken, ABD\u2019de y\u0131ll\u0131k PCE enflasyonunun y\u00fczde 3,7 seviyesinde kalmas\u0131 Fed\u2019in faiz art\u0131r\u0131m\u0131 ihtimaline ili\u015fkin endi\u015feleri canl\u0131 tutuyor. Piyasalar\u0131n nihai y\u00f6n i\u00e7in Jackson Hole Ekonomi Politikas\u0131 Sempozyumu\u2019ndan gelecek mesajlara odakland\u0131\u011f\u0131 ifade edildi.<\/p>\n
ABD ekonomisinde man\u015fet GSYH b\u00fcy\u00fcmesi y\u00fczde 1,5 ile zay\u0131f g\u00f6r\u00fcn\u00fcrken, t\u00fcketici harcamalar\u0131n\u0131n y\u00fczde 3,4\u2019e, \u00f6zel yurti\u00e7i nihai sat\u0131\u015flar\u0131n ise y\u00fczde 4,2\u2019ye revize edildi\u011fi aktar\u0131ld\u0131. A1 Capital, bu verilerin \u00f6zel sekt\u00f6r talebinin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret etti\u011fini belirtti. Dayan\u0131kl\u0131 mal sipari\u015fleri de y\u00fczde 1,1 art\u0131\u015f g\u00f6sterdi.<\/p>\n
Raporda, mevcut verilerin Fed\u2019in faiz indirimini g\u00fcndemden uzakla\u015ft\u0131r\u0131rken faiz art\u0131r\u0131m\u0131 se\u00e7ene\u011fini yeniden masada tuttu\u011fu de\u011ferlendirildi. A1 Capital\u2019in baz senaryosuna g\u00f6re Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131rmak yerine bekle-g\u00f6r yakla\u015f\u0131m\u0131n\u0131 korumas\u0131, ancak s\u00f6ylemini daha \u015fahin bir \u00e7izgiye \u00e7ekmesi bekleniyor.<\/p>\n
Nvidia\u2019n\u0131n \u00fc\u00e7 ayl\u0131k gelirinin y\u0131ll\u0131k bazda y\u00fczde 106 artarak 96,2 milyar dolara y\u00fckseldi\u011fi belirtilirken, \u015firketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelir beklentisinin 108 milyar dolar olarak a\u00e7\u0131kland\u0131\u011f\u0131 kaydedildi. Bu rakam\u0131n yakla\u015f\u0131k 104,2 milyar dolarl\u0131k piyasa beklentisinin \u00fczerinde oldu\u011fu ifade edildi.<\/p>\n
K\u00fcresel piyasalarda S&P 500 vadeli i\u015flemleri yakla\u015f\u0131k y\u00fczde 0,4 y\u00fckselirken, Asya borsalar\u0131n\u0131n da genel olarak al\u0131c\u0131l\u0131 seyretti\u011fi aktar\u0131ld\u0131. MSCI Asya-Pasifik endeksi Japonya hari\u00e7 yakla\u015f\u0131k y\u00fczde 0,7 y\u00fckselirken, G\u00fcney Kore KOSPI y\u00fczde 1,5, Tayvan borsas\u0131 y\u00fczde 0,9 ve Hang Seng yakla\u015f\u0131k y\u00fczde 0,5 de\u011fer kazand\u0131.<\/p>\n
Brent petrol yakla\u015f\u0131k y\u00fczde 0,7 d\u00fc\u015f\u00fc\u015fle 87-88 dolar, ABD ham petrol\u00fc ise 81-82 dolar seviyelerinde i\u015flem g\u00f6rd\u00fc. \u0130ran ile Umman aras\u0131ndaki g\u00f6r\u00fc\u015fmelerin, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden enerji ge\u00e7i\u015finin normalle\u015febilece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi belirtildi.<\/p>\n
Ons alt\u0131n yakla\u015f\u0131k y\u00fczde 0,8 y\u00fckseli\u015fle 4.630 dolar, g\u00fcm\u00fc\u015f ise y\u00fczde 1,7 art\u0131\u015fla 70 dolar civar\u0131nda seyretti. A1 Capital, alt\u0131ndaki y\u00fckseli\u015fte Fed beklentilerinin yan\u0131 s\u0131ra ABD b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131, uzun vadeli bor\u00e7 s\u00fcrd\u00fcr\u00fclebilirli\u011fi ve jeopolitik risklerin de etkili oldu\u011funu de\u011ferlendirdi.<\/p>\n
Raporda, Jackson Hole Ekonomi Politikas\u0131 Sempozyumu\u2019nun 27 A\u011fustos\u2019ta ba\u015flayaca\u011f\u0131, piyasalar\u0131n as\u0131l olarak Kevin Warsh\u2019\u0131n 28 A\u011fustos\u2019ta ger\u00e7ekle\u015ftirece\u011fi konu\u015fmaya odakland\u0131\u011f\u0131 belirtildi. Ayr\u0131ca ABD\u2019de ilk i\u015fsizlik ba\u015fvurular\u0131n\u0131n yakla\u015f\u0131k 206 bin, devam eden ba\u015fvurular\u0131n ise 1,80 milyon civar\u0131nda a\u00e7\u0131klanmas\u0131n\u0131n beklendi\u011fi kaydedildi.<\/p>\n
A1 Capital, piyasalarda nihai y\u00f6n aray\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne dikkat \u00e7ekti.<\/p>\n
<\/strong> \u0130stanbul, 27 A\u011fustos (Hibya) – A1 Capital\u2019in G\u00fcnl\u00fck B\u00fclteni\u2019nde, k\u00fcresel piyasalarda Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc bilan\u00e7osu ile ABD\u2019de beklentilerin \u00fczerinde gelen PCE enflasyon verisinin farkl\u0131 y\u00f6nlerde etkili oldu\u011fu belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":139167,"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-139166","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\/139166","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=139166"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139166\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/139167"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=139166"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=139166"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=139166"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"