Pusula Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, \u0130ran-ABD aras\u0131ndaki askeri gerilim ve K\u00f6rfez b\u00f6lgesindeki geli\u015fmeler petrol fiyatlar\u0131 \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015ftururken, k\u00fcresel piyasalarda g\u00f6zler ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz karar\u0131na \u00e7evrildi.<\/p>\n
B\u00fcltende, Husilerin Suudi Arabistan\u2019a y\u00f6nelik f\u00fcze ve \u0130HA sald\u0131r\u0131lar\u0131 ile Suudi Arabistan\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 baypas eden Do\u011fu-Bat\u0131 petrol boru hatt\u0131n\u0131 kapatmak zorunda kalmas\u0131n\u0131n petrol fiyatlar\u0131n\u0131 destekledi\u011fi belirtildi.<\/p>\n
\u0130ran-ABD aras\u0131ndaki gerilimin t\u0131rmanmas\u0131 ve K\u00f6rfez\u2019deki gemilere y\u00f6nelik sald\u0131r\u0131lar\u0131n da enerji piyasalar\u0131ndaki riskleri art\u0131rd\u0131\u011f\u0131 kaydedildi.<\/p>\n
\u0130ran ordusunun H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinde geli\u015fmi\u015f bir ABD \u0130HA\u2019s\u0131n\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klamas\u0131na ve ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131\u2019n\u0131n (CENTCOM) \u0130ran\u2019\u0131n Panama bayrakl\u0131 El Gaia tankerine y\u00f6nelik iddialar\u0131 yalanlamas\u0131na da de\u011finilen b\u00fcltende, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019\u0131n petrol\u00fcn\u00fc kontrol alt\u0131na alabileceklerine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n \u00e7at\u0131\u015fma riskini art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
B\u00fcltende de\u011ferlendirmesine yer verilen piyasa uzman\u0131 Komal Sri-Kumar\u2019\u0131n, boru hatlar\u0131na y\u00f6nelik sald\u0131r\u0131lar ve artan g\u00fcmr\u00fck vergilerinin enflasyon ile tahvil faizleri \u00fczerinde ciddi yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturabilece\u011fini belirtti\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Fed\u2019in faiz indirmesi y\u00f6n\u00fcndeki kamuoyu bask\u0131s\u0131na ra\u011fmen, uygulanan g\u00fcmr\u00fck vergileri ve \u0130ran\u2019daki sava\u015f\u0131n enflasyonist bask\u0131lar\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Piyasalarda \u00e7ar\u015famba g\u00fcn\u00fc Fed\u2019in 2023\u2019ten bu yana ilk faiz art\u0131r\u0131m\u0131n\u0131 ger\u00e7ekle\u015ftirece\u011fi ve mart ay\u0131na kadar en az \u00fc\u00e7 faiz art\u0131r\u0131m\u0131n\u0131n fiyatland\u0131\u011f\u0131 belirtildi.<\/p>\n
B\u00fcltende, Fed yetkililerinden Kevin Warsh\u2019\u0131n Jackson Hole toplant\u0131s\u0131ndaki \u015fahin mesajlar\u0131n\u0131n ard\u0131ndan, merkez bankas\u0131n\u0131n ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131 ve itibar\u0131n\u0131 koruma ihtiyac\u0131n\u0131n \u00f6nem kazand\u0131\u011f\u0131 kaydedildi. Enflasyonun hedefin \u00fczerinde seyretmesi ve politik belirsizliklerin devam etmesi nedeniyle Fed\u2019in faiz politikas\u0131nda y\u00f6netimin taleplerine direnebilece\u011fi de\u011ferlendirildi.<\/p>\n
\u00c7in Ulusal \u0130statistik B\u00fcrosu verilerine g\u00f6re sanayi \u00fcretimi a\u011fustosta y\u0131ll\u0131k bazda y\u00fczde 5,2 artarak beklentileri a\u015farken, perakende sat\u0131\u015flardaki b\u00fcy\u00fcmenin y\u00fczde 0,4\u2019e geriledi\u011fi bildirildi. Kent i\u00e7i sabit sermaye yat\u0131r\u0131mlar\u0131 ise y\u0131l\u0131n ilk sekiz ay\u0131nda y\u00fczde 7,2 darald\u0131.<\/p>\n
B\u00fcltende, s\u00f6z konusu verilerin \u00c7in ekonomisinde \u00fcretim ile t\u00fcketim aras\u0131ndaki dengesizli\u011fin derinle\u015fti\u011fine i\u015faret etti\u011fi belirtildi. Mezuniyet sezonunun etkisiyle i\u015fsizlik oran\u0131n\u0131n y\u00fczde 5,3\u2019e y\u00fckseldi\u011fi, yeni banka kredilerinin 60 milyar yuana geriledi\u011fi ve kredi b\u00fcy\u00fcmesinin y\u00fczde 4,9 ile tarihi d\u00fc\u015f\u00fck seviyeye indi\u011fi aktar\u0131ld\u0131.<\/p>\n
\u00c7in ekonomisindeki zay\u0131f i\u00e7 talep ve gayrimenkul sekt\u00f6r\u00fcndeki sorunlar\u0131n, ikinci \u00e7eyrekte y\u00fczde 4,3\u2019e gerileyen b\u00fcy\u00fcmenin Pekin\u2019in y\u00fczde 4,5-5 aral\u0131\u011f\u0131ndaki y\u0131ll\u0131k hedefinden uzakla\u015fmas\u0131 riskini art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Yetkililer ve analistlerin, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n destekledi\u011fi yar\u0131 iletken ihracat\u0131 ve y\u00fcksek petrol stoklar\u0131n\u0131n enerji \u015foklar\u0131na kar\u015f\u0131 sa\u011flad\u0131\u011f\u0131 korumaya dikkat \u00e7ekti\u011fi belirtilirken, do\u011frudan faiz indirimleri yerine kademeli mali destekler ve tahvil ihra\u00e7lar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi. Bununla birlikte, i\u015f d\u00fcnyas\u0131 ve t\u00fcketici g\u00fcveninin desteklenmesi i\u00e7in eyl\u00fcl ay\u0131nda daha geni\u015f kapsaml\u0131 bir mali te\u015fvik paketine ihtiya\u00e7 duyulabilece\u011fi de\u011ferlendirildi.<\/p>\n
B\u00fcltende yer alan verilere g\u00f6re Nasdaq 100 endeksi y\u00fczde 0,82 d\u00fc\u015f\u00fc\u015fle 29.127,16 puana, S&P 500 endeksi y\u00fczde 0,43 gerileyerek 7.624,23 puana, Dow Jones endeksi ise y\u00fczde 0,29 d\u00fc\u015f\u00fc\u015fle 52.421,20 puana geriledi. DAX y\u00fczde 0,50 d\u00fc\u015f\u00fc\u015fle 25.440,81 puan olurken, FTSE 100 y\u00fczde 0,44 y\u00fckseli\u015fle 10.697,57 puana \u00e7\u0131kt\u0131.<\/p>\n
Vadeli piyasalarda Nasdaq 100 y\u00fczde 0,43, S&P 500 y\u00fczde 0,36 ve Dow Jones y\u00fczde 0,44 ekside bulunurken, DAX vadeli endeksi y\u00fczde 0,11 geriledi.<\/p>\n
D\u00f6viz piyasas\u0131nda dolar\/TL 48,64, avro\/TL 56,14 seviyesinde bulunurken, EUR\/USD 1,1534 seviyesinde i\u015flem g\u00f6rd\u00fc. Dolar endeksi (DXY) y\u00fczde 0,13 art\u0131\u015fla 99,63 seviyesine y\u00fckseldi. USD\/JPY ise y\u00fczde 0,37 art\u0131\u015fla 154,9120 seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Emtia taraf\u0131nda ons alt\u0131n 4.294,85 dolar, ons g\u00fcm\u00fc\u015f 63,09 dolar ve Brent petrol 98,66 dolar seviyesinde bulunurken, ons alt\u0131n y\u00fczde 0,09, ons g\u00fcm\u00fc\u015f y\u00fczde 0,21 ve Brent petrol y\u00fczde 0,16 geriledi.<\/p>\n
ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,03 seviyesine y\u00fckselirken, 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,69, 5 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,86 oldu. T\u00fcrkiye\u2019nin 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 39,75 seviyesinde bulunurken, 5 y\u0131ll\u0131k tahvil faizi y\u00fczde 36,38 olarak kaydedildi.<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n teknik de\u011ferlendirmesinde, ABD faiz karar\u0131n\u0131n yakla\u015fmas\u0131yla ons alt\u0131nda d\u00fc\u015f\u00fc\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fc belirtildi. Alt\u0131nda 4.441, 4.589 ve 4.723 dolar seviyeleri diren\u00e7; 4.240, 4.124 ve 4.006 dolar seviyeleri destek olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131.<\/p>\n
G\u00fcm\u00fc\u015fte ise 65,57, 68,42 ve 71,20 dolar seviyeleri diren\u00e7; 62,52, 59,29 ve 56,31 dolar seviyeleri destek olarak takip ediliyor.<\/p>\n
EUR\/USD paritesinde 1,1500, 1,1454 ve 1,1404 seviyeleri destek; 1,1568, 1,1618 ve 1,1661 seviyeleri diren\u00e7 olarak belirtilirken, Nasdaq 100 i\u00e7in 29.445, 30.013 ve 30.661 seviyeleri diren\u00e7, 28.551, 27.967 ve 27.221 seviyeleri destek olarak g\u00f6sterildi.<\/p>\n
Brent petrolde ise b\u00f6lgedeki sava\u015f ve arz riskleri nedeniyle teknik destek ve diren\u00e7 seviyeleri belirlemenin mevcut ko\u015fullarda riskli oldu\u011fu de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 15 Eyl\u00fcl (Hibya) – Pusula Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, \u0130ran-ABD aras\u0131ndaki askeri gerilim ve K\u00f6rfez b\u00f6lgesindeki geli\u015fmeler petrol fiyatlar\u0131 \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015ftururken, k\u00fcresel piyasalarda g\u00f6zler ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz karar\u0131na \u00e7evrildi.<\/p>\n","protected":false},"author":1,"featured_media":149545,"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-149544","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\/149544","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=149544"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/149544\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/149545"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=149544"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=149544"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=149544"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"