Trive Yat\u0131r\u0131m\u2019\u0131n G\u00fcnl\u00fck Forex B\u00fclteni\u2019ne g\u00f6re k\u00fcresel piyasalarda Jackson Hole Sempozyumu \u00f6ncesinde temkinli fiyatlama \u00f6ne \u00e7\u0131k\u0131yor. Fed\u2019in para politikas\u0131na ili\u015fkin beklentiler, Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc bilan\u00e7osu ve jeopolitik geli\u015fmeler piyasalar\u0131n ana g\u00fcndem maddelerini olu\u015fturuyor.<\/p>\n
Fed politika faizi y\u00fczde 3,50-3,75 band\u0131nda bulunurken, piyasalarda eyl\u00fcl ay\u0131nda faiz indirimi yerine art\u0131r\u0131m ihtimali tart\u0131\u015f\u0131l\u0131yor. Temmuz ay\u0131nda \u00e7ekirdek PCE y\u0131ll\u0131k y\u00fczde 3,3 ile beklentilere paralel gelirken, man\u015fet PCE y\u00fczde 3,7 ile beklentinin 0,1 puan \u00fczerinde ger\u00e7ekle\u015fti. Verilerin ard\u0131ndan eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 beklentisi yakla\u015f\u0131k y\u00fczde 38 seviyesine gerilerken, y\u0131l i\u00e7inde bir faiz art\u0131r\u0131m\u0131 ihtimali y\u00fczde 73 seviyesinde korunuyor.<\/p>\n
B\u00fcltene g\u00f6re piyasan\u0131n oda\u011f\u0131nda cuma g\u00fcn\u00fc yap\u0131lmas\u0131 beklenen Fed Ba\u015fkan\u0131\u2019n\u0131n Jackson Hole konu\u015fmas\u0131 bulunuyor. Konu\u015fman\u0131n, 16 Eyl\u00fcl\u2019deki FOMC toplant\u0131s\u0131ndan 19 g\u00fcn \u00f6nce ger\u00e7ekle\u015fmesi nedeniyle para politikas\u0131na y\u00f6nelik mesajlar a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtiliyor.<\/p>\n
Nvidia\u2019n\u0131n 96 milyar dolarl\u0131k \u00e7eyrek gelir a\u00e7\u0131klamas\u0131 ve veri merkezi gelirlerinde y\u00fczde 117 b\u00fcy\u00fcme kaydetmesi ABD piyasalar\u0131nda risk i\u015ftah\u0131n\u0131 destekledi. \u015eirketin 2028 mali y\u0131l\u0131 i\u00e7in y\u00fczde 70 gelir art\u0131\u015f\u0131na i\u015faret etmesi, yapay zeka yat\u0131r\u0131mlar\u0131ndaki b\u00fcy\u00fcmenin devam etti\u011fine y\u00f6nelik beklentileri g\u00fc\u00e7lendirdi.<\/p>\n
Buna kar\u015f\u0131n bellek maliyetlerindeki art\u0131\u015f nedeniyle br\u00fct k\u00e2r marj\u0131n\u0131n gerilemesi, \u015firketin maliyet taraf\u0131n\u0131n yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan izlenmesine neden oluyor. Nvidia hisseleri \u00f6nceki seans\u0131 y\u00fczde 1,59 d\u00fc\u015f\u00fc\u015fle tamamlarken, seans sonras\u0131 i\u015flemlerde y\u00fczde 4\u2019\u00fcn \u00fczerinde y\u00fckseldi. Bu geli\u015fmeyle ABD endeks vadeli kontratlar\u0131 da pozitif seyrediyor.<\/p>\n
Emtia piyasas\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’na y\u00f6nelik diplomasi trafi\u011fi petrol fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu. \u0130ran ile Umman aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131 gelirlerinin payla\u015f\u0131m\u0131na ili\u015fkin mutabakat sa\u011fland\u0131\u011f\u0131 y\u00f6n\u00fcndeki haberlerin ard\u0131ndan Brent petrol y\u00fczde 2,62 gerileyerek 86,26 dolara indi. Trive Yat\u0131r\u0131m, s\u00f6z konusu geli\u015fmenin hen\u00fcz resmi olarak teyit edilmedi\u011fine dikkat \u00e7ekti.<\/p>\n
Alt\u0131n ise Fed Ba\u015fkan\u0131\u2019n\u0131n Jackson Hole konu\u015fmas\u0131 \u00f6ncesinde g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc koruyor.<\/p>\n
Asya-Pasifik piyasalar\u0131nda farkl\u0131 y\u00f6nl\u00fc hareketler izlendi. G\u00fcney Kore Merkez Bankas\u0131 politika faizini 25 baz puan art\u0131rarak y\u00fczde 3 seviyesine \u00e7\u0131kar\u0131rken, Kospi b\u00f6lgenin en g\u00fc\u00e7l\u00fc performans g\u00f6steren endeksi oldu. Japonya piyasalar\u0131 yatay seyrederken Hong Kong geriledi, \u015eanghay Bile\u015fik Endeksi ise y\u00fckseldi.<\/p>\n
Trive Yat\u0131r\u0131m\u2019\u0131n teknik de\u011ferlendirmesinde EUR\/USD paritesinde 1,1640 \u00fczerinde kal\u0131nd\u0131\u011f\u0131 s\u00fcrece pozitif g\u00f6r\u00fcn\u00fcm\u00fcn, ons alt\u0131nda ise 4.500 dolar \u00fczerinde y\u00fckseli\u015f e\u011filiminin korunabilece\u011fi belirtildi.<\/p>\n
Brent petrolde 86,95 dolar alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece negatif g\u00f6r\u00fcn\u00fcm\u00fcn devam edebilece\u011fi ifade edilirken, Nasdaq 100 vadeli kontrat\u0131nda 29.362 \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde y\u00fckseli\u015f hareketinin s\u00fcrebilece\u011fi de\u011ferlendirildi.<\/p>\n
Bug\u00fcn ABD\u2019de haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131, \u00f6nc\u00fc mal ticareti a\u00e7\u0131\u011f\u0131 ve yedi y\u0131ll\u0131k tahvil ihalesi takip edilecek. Piyasalar\u0131n ana g\u00fcndeminde ise cuma g\u00fcn\u00fc ger\u00e7ekle\u015ftirilecek Jackson Hole konu\u015fmas\u0131 bulunuyor.<\/p>\n
<\/strong> \u0130stanbul, 27 A\u011fustos (Hibya) \u2013 Trive Yat\u0131r\u0131m\u2019\u0131n G\u00fcnl\u00fck Forex B\u00fclteni\u2019ne g\u00f6re k\u00fcresel piyasalarda Jackson Hole Sempozyumu \u00f6ncesinde temkinli fiyatlama \u00f6ne \u00e7\u0131k\u0131yor. <\/p>\n","protected":false},"author":1,"featured_media":139207,"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-139206","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\/139206","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=139206"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139206\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/139207"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=139206"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=139206"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=139206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"