A1 Capital'in raporunda, enflasyonist bask\u0131lar\u0131n hafiflemesinin, Kas\u0131m ay\u0131nda T\u00fcrk imalat sekt\u00f6r\u00fcne olumlu yans\u0131d\u0131\u011f\u0131 belirtildi. Ekim\u2019de 46,5 olan man\u015fet PMI'n\u0131n, Kas\u0131m ay\u0131nda 48,0 de\u011ferini alarak son dokuz ay\u0131n zirvesine y\u00fckseldi\u011fi vurgulan\u0131rken \u015fu bilgiler verildi:<\/p>\n
“\u00dcretimini art\u0131rabilen hi\u00e7bir sekt\u00f6r\u00fcn olmad\u0131\u011f\u0131 Ekim ay\u0131n\u0131n ard\u0131ndan, Kas\u0131m\u2019da \u00fc\u00e7 sekt\u00f6r yeniden b\u00fcy\u00fcmeye ge\u00e7ti. Elektrikli ve elektronik \u00fcr\u00fcnler, Metalik olmayan mineral \u00fcr\u00fcnler ile a\u011fa\u00e7 ve ka\u011f\u0131t \u00fcr\u00fcnleri de \u00fcretim hacmini art\u0131r\u0131rken, en keskin daralma tekstil sekt\u00f6r\u00fcnde ger\u00e7ekle\u015fti.<\/p>\n
\u00dcretimdeki geli\u015fmelere paralel \u015fekilde, Kas\u0131m\u2019da yeni sipari\u015flerin artt\u0131\u011f\u0131 sekt\u00f6r say\u0131s\u0131 \u00fc\u00e7 olurken, bu alanda yine elektrikli ve elektronik \u00fcr\u00fcnler sekt\u00f6r\u00fc ba\u015f\u0131 \u00e7ekti.<\/p>\n
Man\u015fet veriye benzer \u015fekilde, imalat \u00fcretimindeki gerileme Kas\u0131m\u2019da son dokuz ay\u0131n en d\u00fc\u015f\u00fck h\u0131z\u0131nda kaydedildi. Fiyat \u00fczerinden rekabet etme \u00e7abalar\u0131, Kas\u0131m ay\u0131nda imalat\u00e7\u0131lar\u0131n sat\u0131\u015f fiyatlar\u0131n\u0131 olduk\u00e7a d\u00fc\u015f\u00fck bir oranda art\u0131rmalar\u0131yla sonu\u00e7land\u0131. Sat\u0131\u015f fiyatlar\u0131ndaki art\u0131\u015f, yakla\u015f\u0131k son bir y\u0131l\u0131n en d\u00fc\u015f\u00fck oran\u0131nda ger\u00e7ekle\u015fti.<\/p>\n
Bununla birlikte, firmalar yeni sipari\u015flerdeki d\u00fc\u015f\u00fc\u015fe ba\u011fl\u0131 olarak \u00fcretim hacimlerini azaltmaya devam etti. Talepteki zay\u0131fl\u0131k nedeniyle yeni sipari\u015fler yava\u015flad\u0131, ancak s\u00f6z konusu yava\u015flama A\u011fustos ay\u0131ndan bu yana en \u0131l\u0131ml\u0131 seviyede ger\u00e7ekle\u015fti. Bununla birlikte, yeni ihracat sipari\u015flerinde daralma belirginle\u015fti. Firmalar sat\u0131n alma faaliyetlerini belirgin bir \u015fekilde azalt\u0131rken, hem girdi hem de nihai \u00fcr\u00fcn stoklar\u0131nda d\u00fc\u015f\u00fc\u015f h\u0131zland\u0131.<\/p>\n
B\u00fcy\u00fcme verisine bakt\u0131\u011f\u0131m\u0131zda ise; Ekonomimizin 3\u00c725\u2019de ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re y\u00fczde 4,2 olan beklentilerin alt\u0131nda y\u00fczde 3.7 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc g\u00f6rd\u00fck. Daha \u00f6nce y\u00fczde 4.8 olarak a\u00e7\u0131klanan ikinci \u00e7eyrek b\u00fcy\u00fcme verisi de y\u00fczde 4.9\u2019a revize edildi.<\/p>\n
Mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f \u00e7eyreklik h\u0131z g\u00fc\u00e7l\u00fc kalarak, keskin bir yava\u015flama beklentilerine meydan okudu ve y\u00fczde 0,5 beklentisine kar\u015f\u0131n bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 1,1 art\u0131\u015f g\u00f6sterdi. B\u00fcy\u00fcme, \u00f6ncelikli olarak \u00f6zel t\u00fcketim ve yat\u0131r\u0131m faaliyetlerinden kaynaklan\u0131rken, d\u0131\u015f talep ve stok azalmas\u0131, ana b\u00fcy\u00fcme rakam\u0131n\u0131n d\u00fc\u015fmesine katk\u0131da bulundu.<\/p>\n
\u00dcretim y\u00f6ntemine g\u00f6re y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde b\u00fcy\u00fcmeye en y\u00fcksek katk\u0131 hizmetler sekt\u00f6r\u00fcnden gelirken bunu sanayi sekt\u00f6r\u00fc izledi. 1\u00c725\u2019den itibaren daralan tar\u0131m sekt\u00f6r\u00fc ise y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde y\u00fczde 12.7 ile en y\u00fcksek daralmay\u0131 ya\u015fad\u0131.<\/p>\n
Harcamalar taraf\u0131ndan bakarsak ise; \u00d6zel t\u00fcketim y\u0131ll\u0131k bazda y\u00fczde 4,8, Yat\u0131r\u0131mlar y\u0131ll\u0131k bazda y\u00fczde 11,7 oran\u0131nda ki -b\u00fcy\u00fck \u00f6l\u00e7\u00fcde y\u0131ll\u0131k bazda y\u00fczde 13,3'e ula\u015fan in\u015faat yat\u0131r\u0131mlar\u0131ndaki s\u00fcrekli art\u0131\u015f ve y\u0131ll\u0131k bazda y\u00fczde 11,3 art\u0131\u015fla makine ve ekipman yat\u0131r\u0131mlar\u0131ndaki toparlanman\u0131n devam etmesinden kaynakland\u0131- ve y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde tekrar pozitife d\u00f6nen y\u00fczde 0,8 art\u0131\u015fla Kamu harcamalar\u0131n\u0131n ilk \u00fc\u00e7 katk\u0131y\u0131 veren sekt\u00f6rler oldu\u011funu g\u00f6rmekteyiz. Net ihracat, ithalat\u0131n artmas\u0131 ve ihracattaki zay\u0131fl\u0131k nedeniyle \u00f6nceki iki \u00e7eyrekteki olumsuz e\u011filimi s\u00fcrd\u00fcrerek GSYH'yi 1,0 puan d\u00fc\u015f\u00fcrd\u00fc. A\u00e7\u0131klanan verilere genel olarak bakt\u0131\u011f\u0131m\u0131zda toparlanma i\u015faretleri veren PMI, kapasite kullan\u0131m oran\u0131, t\u00fcketici ve reel sekt\u00f6r g\u00fcven endeksleri gibi \u00f6nc\u00fc g\u00f6stergelerle birlikte 2025 y\u0131l\u0131n\u0131 y\u00fczde 3,8 seviyelerinde kapatma ihtimalimiz art\u0131yor.<\/p>\n
\u0130stanbul Ticaret Odas\u0131'n\u0131n (\u0130TO) hesaplad\u0131\u011f\u0131 \u0130stanbul T\u00fcketici Fiyat \u0130ndeksi kas\u0131mda bir \u00f6nceki aya g\u00f6re y\u00fczde 1,19 art\u0131\u015f kaydetti. Kentte y\u0131ll\u0131k bazda enflasyon oran\u0131 ise y\u00fczde 38,28 olarak ger\u00e7ekle\u015fti. G\u0131da enflasyonunda hem ayl\u0131k hem y\u0131ll\u0131k bazda yava\u015flama, lokanta\/otel\u2019de temponun d\u00fc\u015fmesi ve giyim segmentinde \u00f6ne \u00e7ekilmi\u015f g\u00f6r\u00fclen d\u00fc\u015f\u00fc\u015fle birlikte, piyasalardaki fiyatlamalara bakarsak yar\u0131n a\u00e7\u0131klanacak TUIK Kas\u0131m enflasyonun y\u00fczde 1\u2019e yak\u0131nsayaca\u011f\u0131 alg\u0131s\u0131n\u0131 olu\u015fturmu\u015f g\u00f6r\u00fcnmekte. Enflasyon taraf\u0131nda ise Kas\u0131m ay\u0131nda biz y\u00fczde 1,4 gibi \u0131l\u0131ml\u0131 bir rakam g\u00f6rmeyi beklememize kar\u015f\u0131n Olumlu bir s\u00fcrpriz, Aral\u0131k ay\u0131 Para Politikas\u0131 Kurulu'nda 100 baz puan olan bizim beklentimizden daha y\u00fcksek bir politika faizi indirimi beklentilerini destekleyecektir ki d\u00fcnk\u00fc fiyatlama 150 -200 baz puan fiyatlamas\u0131 gibi g\u00f6r\u00fcnmektedir.<\/p>\n
ABD\u2019de ise d\u00fcn a\u00e7\u0131klanan veriler, FED'in Aral\u0131k ay\u0131nda faiz indirimine gidece\u011fi beklentilerini desteklerken, imalat sanayi Kas\u0131m ay\u0131nda \u00fcst \u00fcste dokuzuncu ayda darald\u0131. Ancak t\u00fcketiciler, 23,6 milyar dolarl\u0131k internet al\u0131\u015fveri\u015f \u00e7\u0131lg\u0131nl\u0131\u011f\u0131yla analist beklentilerini a\u015ft\u0131.<\/p>\n
MSCI'nin Japonya d\u0131\u015f\u0131ndaki en geni\u015f Asya-Pasifik hisse senedi endeksi y\u00fczde 0,5 ve Tokyo'nun Nikkei endeksi y\u00fczde 0,6 y\u00fckseldi, S&P 500 vadeli i\u015flemleri, Wall Street'te gece ya\u015fanan d\u00fc\u015f\u00fc\u015flerin ard\u0131ndan erken i\u015flemlerde istikrarl\u0131 seyretmekte.<\/p>\n
Alt\u0131n, ABD Hazine tahvil getirilerindeki art\u0131\u015f ve kar sat\u0131\u015flar\u0131n\u0131n fiyatlar\u0131 bask\u0131lamas\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n ABD'deki ekonomik verileri bekleyerek Fed'in politika yolunu belirlemesiyle (Powell, pazartesi g\u00fcn\u00fc ge\u00e7 saatlerde Stanford \u00dcniversitesi'nde yapaca\u011f\u0131 konu\u015fma i\u00e7in haz\u0131rlad\u0131\u011f\u0131 konu\u015fmada ekonomi veya para politikas\u0131 hakk\u0131nda yorum yapmad\u0131), alt\u0131 haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131ktan sonra bu sabah y\u00fczde \u00a00,4 d\u00fc\u015f\u00fc\u015fle ons ba\u015f\u0131na 4.216 dolara geriledi.<\/p>\n
Ukrayna'n\u0131n Rus enerji tesislerine d\u00fczenledi\u011fi insans\u0131z hava arac\u0131 sald\u0131r\u0131lar\u0131, artan ABD-Venezuela gerginli\u011fi ve ABD yak\u0131t stoklar\u0131na ili\u015fkin kar\u0131\u015f\u0131k beklentilerin yol a\u00e7t\u0131\u011f\u0131 riskleri de\u011ferlendirilgi Petrol piyasas\u0131nda Brent ham petrol vadeli i\u015flemleri y\u00fczde 0,1 art\u0131\u015fla varil ba\u015f\u0131na 63,24 dolara ve ABD Bat\u0131 Teksas petrol\u00fc y\u00fczde 0,2 art\u0131\u015fla varil ba\u015f\u0131na 59,42 dolara y\u00fckseldi.”<\/p>\n
<\/strong> \u0130stanbul, 2 Aral\u0131k (Hibya) – A1 Capital, petrol piyasas\u0131nda Brent ham petrol vadeli i\u015flemlerinin y\u00fczde 0,1 art\u0131\u015fla varil ba\u015f\u0131na 63,24 dolara y\u00fckseldi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":14228,"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-14227","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\/14227","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=14227"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14227\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14228"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14227"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14227"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14227"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"