Alnus Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda yeni haftan\u0131n ana g\u00fcndemini Fed\u2019in faiz politikas\u0131, ABD-\u0130ran gerilimi ve yo\u011fun ekonomik veri ak\u0131\u015f\u0131 olu\u015fturuyor.\u00a0<\/p>\n
Borsa \u0130stanbul haftay\u0131 y\u00fckseli\u015fle tamamlarken, Wall Street\u2019te Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n Jackson Hole mesajlar\u0131 sonras\u0131nda sat\u0131\u015f bask\u0131s\u0131 g\u00f6r\u00fcld\u00fc. Hafta sonunda artan \u0130ran-H\u00fcrm\u00fcz gerilimi ise petrol fiyatlar\u0131n\u0131n yeniden y\u00fckselmesine neden oldu.<\/p>\n
BIST 100 Endeksi cuma g\u00fcn\u00fc y\u00fczde 0,45 y\u00fckselerek 14.641,56 puana \u00e7\u0131kt\u0131 ve haftay\u0131 g\u00fcn\u00fcn zirvesinde tamamlad\u0131. Endekste \u00f6nceki kapan\u0131\u015fa g\u00f6re 66,04 puanl\u0131k art\u0131\u015f ya\u015fan\u0131rken toplam i\u015flem hacmi 174,7 milyar TL oldu.<\/p>\n
G\u00fcn i\u00e7erisinde 14.511,04 ile 14.641,56 puan aras\u0131nda hareket eden BIST 100’de bankac\u0131l\u0131k endeksi y\u00fczde 1,25, holding endeksi y\u00fczde 0,41 y\u00fckseldi. Kimya, petrol ve plastik sekt\u00f6r\u00fc y\u00fczde 2,77 ile en g\u00fc\u00e7l\u00fc performans\u0131 g\u00f6sterirken finansal kiralama ve faktoring sekt\u00f6r\u00fc y\u00fczde 9,09 geriledi.<\/p>\n
BIST 100 haftal\u0131k bazda ise y\u00fczde 0,87 de\u011fer kazanarak k\u00fcresel tahvil ve petrol fiyatlar\u0131ndaki oynakl\u0131\u011fa ra\u011fmen 14.500 puan\u0131n \u00fczerindeki konumunu korudu.<\/p>\n
Yurt i\u00e7i makroekonomik verilerde ekonomik g\u00fcven endeksi temmuzdaki 99,8 seviyesinden a\u011fustosta 100,6’ya y\u00fckseldi. B\u00f6ylece endeks yeniden 100 e\u015fik de\u011ferinin \u00fczerine \u00e7\u0131kt\u0131. Ayn\u0131 d\u00f6nemde t\u00fcketici g\u00fcven endeksi 90,8’e, reel kesim g\u00fcven endeksi ise 102,4’e y\u00fckseldi.<\/p>\n
Temmuz ay\u0131nda ihracat y\u0131ll\u0131k y\u00fczde 2,9 art\u0131\u015fla 25,62 milyar dolara, ithalat y\u00fczde 5,1 art\u0131\u015fla 32,97 milyar dolara ula\u015ft\u0131. \u0130thalat\u0131n ihracattan daha h\u0131zl\u0131 artmas\u0131 yakla\u015f\u0131k 7,34 milyar dolarl\u0131k ayl\u0131k d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
Hizmet \u00dcretici Fiyat Endeksi (H-\u00dcFE) ise temmuzda ayl\u0131k y\u00fczde 3,94, y\u0131ll\u0131k y\u00fczde 32,77 artt\u0131.<\/p>\n
Wall Street’te cuma g\u00fcn\u00fc Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n Jackson Hole konu\u015fmas\u0131n\u0131n ard\u0131ndan sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlendi. S&P 500 y\u00fczde 0,25 d\u00fc\u015f\u00fc\u015fle 7.711,76 puana, Nasdaq y\u00fczde 0,52 kay\u0131pla 26.402,42 puana geriledi. Dow Jones ise y\u00fczde 0,02 d\u00fc\u015f\u00fc\u015fle 53.559,99 puandan kapand\u0131.<\/p>\n
Buna kar\u015f\u0131n haftal\u0131k bazda S&P 500 y\u00fczde 0,49, Nasdaq y\u00fczde 0,85 ve Dow Jones y\u00fczde 0,53 y\u00fckseldi.<\/p>\n
Warsh’\u0131n, enflasyonun Fed’in y\u00fczde 2 hedefi do\u011frultusunda yeterince h\u0131zl\u0131 ilerlememesi halinde para politikas\u0131nda daha fazla ad\u0131m at\u0131lmas\u0131 gerekebilece\u011fine y\u00f6nelik mesajlar\u0131 piyasalar taraf\u0131ndan \u015fahin olarak de\u011ferlendirildi. Eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 ihtimali konu\u015fma \u00f6ncesindeki yakla\u015f\u0131k y\u00fczde 35 seviyesinden y\u00fczde 55,7’ye y\u00fckseldi.<\/p>\n
Teknoloji hisselerinde Nvidia bilan\u00e7o sonras\u0131 ya\u015fanan y\u00fckseli\u015fin bir b\u00f6l\u00fcm\u00fc geri verildi. Nvidia hisseleri cuma g\u00fcn\u00fc y\u00fczde 4,6 gerilerken Marvell y\u00fczde 10,3 de\u011fer kaybetti. Alphabet y\u00fczde 1,7, Apple y\u00fczde 1,6 ve Salesforce y\u00fczde 1,6 y\u00fckselerek endekslerdeki kayb\u0131 s\u0131n\u0131rlad\u0131.<\/p>\n
Russell 2000 endeksinin y\u00fczde 1,4 gerilemesi ise k\u00fc\u00e7\u00fck \u015firket hisselerinin faiz art\u0131\u015f\u0131 beklentilerine b\u00fcy\u00fck \u00f6l\u00e7ekli teknoloji \u015firketlerinden daha duyarl\u0131 oldu\u011funu g\u00f6sterdi.<\/p>\n
Avrupa piyasalar\u0131 cuma g\u00fcn\u00fc Wall Street’ten pozitif ayr\u0131\u015ft\u0131. STOXX 600 Endeksi y\u00fczde 0,5 y\u00fckselerek 655,16 puandan kapand\u0131. Fransa CAC 40 yakla\u015f\u0131k y\u00fczde 1 y\u00fckselirken, Societe Generale, BNP Paribas ve Credit Agricole hisselerinde y\u00fczde 1 ile y\u00fczde 1,9 aras\u0131nda art\u0131\u015f g\u00f6r\u00fcld\u00fc.<\/p>\n
Otomotiv sekt\u00f6r\u00fc y\u00fczde 2,5 y\u00fckselirken BMW y\u00fczde 4,5 de\u011fer kazand\u0131. L\u00fcks t\u00fcketim hisseleri de y\u00fczde 2,3 prim yapt\u0131.<\/p>\n
Buna kar\u015f\u0131l\u0131k Fransa’n\u0131n ikinci \u00e7eyrek b\u00fcy\u00fcmesinin y\u00fczde 0,2’den s\u0131f\u0131ra revize edilmesi \u00fclkenin b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin zay\u0131f sinyal olarak de\u011ferlendirildi.<\/p>\n
Petrol fiyatlar\u0131 cuma g\u00fcn\u00fc H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin diplomatik beklentilerin etkisiyle geriledi. Brent petrol 39 sent d\u00fc\u015f\u00fc\u015fle 89,31 dolar, WTI ise 13 sent kay\u0131pla 83,40 dolar seviyesinde g\u00fcn\u00fc tamamlad\u0131. Brent haftal\u0131k bazda y\u00fczde 5’in \u00fczerinde geriledi.<\/p>\n
Ancak hafta sonunda ABD ile \u0130ran aras\u0131ndaki gerilimin yeniden y\u00fckselmesi petrol fiyatlar\u0131n\u0131 yukar\u0131 ta\u015f\u0131d\u0131. ABD’nin \u0130ran’\u0131n Larak Adas\u0131’ndaki hedeflerini vurmas\u0131, \u0130ran’\u0131n ABD \u00fcslerine y\u00f6nelik kar\u015f\u0131l\u0131k vermesi ve bir tankerin sald\u0131r\u0131ya u\u011frad\u0131\u011f\u0131na ili\u015fkin haberler H\u00fcrm\u00fcz kaynakl\u0131 arz risklerini yeniden g\u00fcndeme getirdi.<\/p>\n
Brent petrol yeni haftaya yakla\u015f\u0131k 90,5 dolar seviyesinde ba\u015flad\u0131.<\/p>\n
Spot ons alt\u0131n cuma g\u00fcn\u00fc y\u00fczde 3,19 gerileyerek 4.454,52 dolara d\u00fc\u015ft\u00fc. Eyl\u00fcl vadeli alt\u0131n kontratlar\u0131 ise haftay\u0131 4.478,10 dolardan tamamlad\u0131 ve \u00fc\u00e7 haftal\u0131k y\u00fckseli\u015f serisi sona erdi.<\/p>\n
Alnus Yat\u0131r\u0131m’a g\u00f6re sat\u0131\u015f\u0131n temel nedeni g\u00fcvenli liman talebindeki azalmadan ziyade Fed’in faiz art\u0131r\u0131m\u0131 ihtimalinin g\u00fc\u00e7lenmesi ve k\u0131sa vadeli ABD tahvil faizlerindeki y\u00fckseli\u015f oldu.<\/p>\n
Hafta sonunda \u0130ran kaynakl\u0131 gerilimin yeniden artmas\u0131 alt\u0131na jeopolitik destek sa\u011flasa da dolar ve tahvil faizlerindeki y\u00fckseli\u015f bu deste\u011fi s\u0131n\u0131rl\u0131yor. Spot alt\u0131n yeni haftada yakla\u015f\u0131k 4.455 dolar seviyesinde bulunuyor.<\/p>\n
Teknik olarak 4.430-4.400 dolar b\u00f6lgesi ilk destek alan\u0131 olarak \u00f6ne \u00e7\u0131karken, bu b\u00f6lgenin alt\u0131nda 4.350-4.300 dolar band\u0131 g\u00fcndeme gelebilir. Yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 4.500 ve 4.550 dolar seviyeleri takip ediliyor. 4.550 dolar\u0131n \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde 4.600 dolar seviyesi yeniden hedeflenebilir.<\/p>\n
EURUSD paritesi cuma g\u00fcn\u00fc Fed’in faiz politikas\u0131na ili\u015fkin \u015fahin beklentilerin g\u00fc\u00e7lenmesiyle geri \u00e7ekildi. \u0130ki y\u0131ll\u0131k ABD tahvil faizinin y\u00fczde 4,33-4,36 seviyelerine y\u00fckselmesi ve jeopolitik geli\u015fmelerin dolar talebini desteklemesi paritenin 1,16 seviyesinin alt\u0131na gerilemesine neden oldu.<\/p>\n
Parite yeni haftaya yakla\u015f\u0131k 1,1590 seviyesinde ba\u015flad\u0131. 1,1550 ilk \u00f6nemli destek olurken, bu seviyenin alt\u0131nda 1,1500 ve 1,1450 b\u00f6lgeleri izleniyor. Yukar\u0131 y\u00f6nl\u00fc hareketlerde 1,1620-1,1650 band\u0131n\u0131n a\u015f\u0131lmas\u0131 halinde 1,1700 seviyesine do\u011fru toparlanma g\u00fcndeme gelebilir.<\/p>\n
Brent petrol yeni haftaya jeopolitik risk priminin etkisiyle y\u00fckseli\u015fle ba\u015flad\u0131. H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki ge\u00e7i\u015flere ili\u015fkin belirsizlik, b\u00f6lgedeki sald\u0131r\u0131lar ve ABD’nin \u0130ran’a y\u00f6nelik yapt\u0131r\u0131m mesajlar\u0131 arz risklerini canl\u0131 tutuyor.<\/p>\n
Alnus Yat\u0131r\u0131m de\u011ferlendirmesinde Brent i\u00e7in 89-88 dolar b\u00f6lgesi ilk denge alan\u0131 olarak g\u00f6sterilirken, gerilimin azalmas\u0131 halinde 86-85 dolar b\u00f6lgesine do\u011fru geri \u00e7ekilme ya\u015fanabilece\u011fi belirtildi.<\/p>\n
Yukar\u0131 y\u00f6nde 91-92 dolar ilk diren\u00e7 b\u00f6lgesi olarak \u00f6ne \u00e7\u0131karken, bu seviyenin a\u015f\u0131lmas\u0131 halinde 94-95 dolar band\u0131 g\u00fcndeme gelebilir. H\u00fcrm\u00fcz’deki fiziksel petrol ak\u0131\u015f\u0131n\u0131n daha fazla bozulmas\u0131 veya yeni sald\u0131r\u0131 haberleri gelmesi halinde 100 dolar seviyesi yeniden fiyatlamaya girebilir.<\/p>\n
Yeni haftada yurt i\u00e7i ve k\u00fcresel piyasalarda \u00e7ok say\u0131da \u00f6nemli veri takip edilecek. T\u00fcrkiye’de 31 A\u011fustos’ta ikinci \u00e7eyrek GSYH ve temmuz i\u015fsizlik verileri a\u00e7\u0131klanacak. 1 Eyl\u00fcl’de ise \u0130SO T\u00fcrkiye \u0130malat PMI verisi izlenecek.<\/p>\n
3 Eyl\u00fcl’de T\u00fcrkiye’nin a\u011fustos ay\u0131 enflasyon verileri a\u00e7\u0131klanacak. Piyasa beklentisi T\u00dcFE’nin ayl\u0131k y\u00fczde 1,78, y\u0131ll\u0131k y\u00fczde 31,75 artmas\u0131 y\u00f6n\u00fcnde bulunuyor.<\/p>\n
ABD taraf\u0131nda ise haftan\u0131n \u00f6ne \u00e7\u0131kan verileri aras\u0131nda imalat PMI, JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131, i\u015fsizlik ba\u015fvurular\u0131 ve 4 Eyl\u00fcl’de a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisi yer al\u0131yor. \u0130stihdam verileri, Fed’in eyl\u00fcl ay\u0131ndaki faiz karar\u0131na ili\u015fkin beklentilerin \u015fekillenmesinde belirleyici olacak.<\/p>\n
Alnus Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesine g\u00f6re yeni haftada piyasalar\u0131n y\u00f6n\u00fcnde Fed’in faiz politikas\u0131na ili\u015fkin beklentiler, ABD tahvil faizleri ve \u0130ran-H\u00fcrm\u00fcz hatt\u0131ndaki jeopolitik geli\u015fmelerin yan\u0131 s\u0131ra a\u00e7\u0131klanacak yo\u011fun ekonomik veri ak\u0131\u015f\u0131 belirleyici olacak.<\/p>\n
<\/strong> \u0130stanbul, 31 A\u011fustos (Hibya) – Alnus Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda yeni haftan\u0131n ana g\u00fcndemini Fed\u2019in faiz politikas\u0131, ABD-\u0130ran gerilimi ve yo\u011fun ekonomik veri ak\u0131\u015f\u0131 olu\u015fturuyor.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":141148,"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-141147","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\/141147","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=141147"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/141147\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/141148"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=141147"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=141147"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=141147"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"