Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan piyasa notunda, yeni seansta para politikas\u0131n\u0131n enerji kaynakl\u0131 enflasyon riskine verece\u011fi tepkinin piyasalar\u0131n ana g\u00fcndemini olu\u015fturdu\u011fu ifade edildi. \u00d6nceki seansta S&P 500 y\u00fczde 0,45, Nasdaq y\u00fczde 0,78 ve Dow Jones y\u00fczde 0,63 geriledi. Hisse sat\u0131\u015f\u0131n\u0131n teknoloji sekt\u00f6r\u00fcyle s\u0131n\u0131rl\u0131 kalmamas\u0131n\u0131n, y\u00fcksek faiz ve enerji maliyetlerinin \u015firket de\u011ferlemeleri \u00fczerindeki bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n
Notta, T\u00fcrkiye a\u00e7\u0131s\u0131ndan d\u0131\u015f bask\u0131lara ticaret riskinin de eklendi\u011fi aktar\u0131ld\u0131. ABD Temsilciler Meclisi\u2019nde ilerleyen bir yapt\u0131r\u0131m tasar\u0131s\u0131n\u0131n, Rus petrol\u00fc ve do\u011fal gaz\u0131 alan \u00fclkelere azami y\u00fczde 100 tarife uygulanmas\u0131na imkan verebilece\u011fi, T\u00fcrkiye\u2019nin de tasar\u0131da say\u0131lan \u00fclkeler aras\u0131nda yer ald\u0131\u011f\u0131 ifade edildi. Tasar\u0131n\u0131n hen\u00fcz yasala\u015fmad\u0131\u011f\u0131 ve tarifenin uygulanmas\u0131n\u0131n y\u00fcr\u00fctmenin karar\u0131na ba\u011fl\u0131 oldu\u011fu belirtilirken, enerji tedariki ile ihracat pazar\u0131n\u0131n ayn\u0131 d\u00fczenlemede bulu\u015fmas\u0131n\u0131n kur ve \u00fclke risk primi a\u00e7\u0131s\u0131ndan izlenmesi gereken bir risk olu\u015fturdu\u011fu kaydedildi.<\/p>\n
Asya seans\u0131nda Nikkei y\u00fczde 0,4, Kospi y\u00fczde 1,3 ve Hang Seng y\u00fczde 0,1 y\u00fckseldi. ABD vadeli endekslerinin hafif art\u0131da, Brent petrol\u00fcn ise \u00f6nceki y\u00fckseli\u015fin ard\u0131ndan s\u0131n\u0131rl\u0131 ekside oldu\u011fu aktar\u0131ld\u0131. Trive Yat\u0131r\u0131m, g\u00f6r\u00fcn\u00fcm\u00fcn g\u00fc\u00e7l\u00fc bir risk i\u015ftah\u0131ndan ziyade Fed karar\u0131 \u00f6ncesi pozisyonlar\u0131n dengelendi\u011fine i\u015faret etti\u011fini de\u011ferlendirdi.<\/p>\n
Fed\u2019in politika faizini 25 baz puan art\u0131rarak y\u00fczde 4\u2019e \u00e7\u0131karmas\u0131n\u0131n beklendi\u011fi belirtilen notta, karar\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatland\u0131\u011f\u0131 ifade edildi. As\u0131l oynakl\u0131\u011f\u0131n yeni ekonomik tahminlerde y\u0131l sonu faiz patikas\u0131n\u0131n yukar\u0131 ta\u015f\u0131n\u0131p ta\u015f\u0131nmayaca\u011f\u0131 ve enerji \u015fokunun \u00e7ekirdek enflasyona ge\u00e7i\u015fine ili\u015fkin de\u011ferlendirmelerden kaynaklanabilece\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD 10 y\u0131ll\u0131k tahvil getirisinin karar \u00f6ncesinde y\u00fczde 5 civar\u0131nda bulunmas\u0131n\u0131n, olas\u0131 \u015fahin mesajlar\u0131n teknoloji ve uzun vadeli b\u00fcy\u00fcme hisseleri \u00fczerindeki etkisini art\u0131rd\u0131\u011f\u0131 belirtildi. Karar \u00f6ncesinde a\u00e7\u0131klanacak a\u011fustos ay\u0131 perakende sat\u0131\u015flar\u0131nda ayl\u0131k y\u00fczde 0,8 art\u0131\u015f beklendi\u011fi, \u00f6nceki ay ise y\u00fczde 0,6 d\u00fc\u015f\u00fc\u015f kaydedildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Petrol taraf\u0131nda, Suudi Arabistan\u2019\u0131n K\u00f6rfez \u00fcretimini Yanbu Liman\u0131\u2019na ta\u015f\u0131yan Do\u011fu-Bat\u0131 hatt\u0131n\u0131n sald\u0131r\u0131 sonras\u0131nda kapal\u0131 kald\u0131\u011f\u0131 ve K\u0131z\u0131ldeniz g\u00fczergah\u0131ndaki g\u00fcvenlik bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc ifade edildi. Hatt\u0131n, H\u00fcrm\u00fcz\u2019deki d\u00fc\u015f\u00fck tanker trafi\u011fini telafi eden ba\u015fl\u0131ca alternatiflerden biri oldu\u011fu belirtilerek \u00fcretim kapasitesi de\u011fi\u015fmese dahi y\u00fckleme, navlun ve sigorta maliyetlerinin y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Brent petrol\u00fcn 108 dolar civar\u0131nda tutunmas\u0131n\u0131n, piyasan\u0131n kesintiyi ge\u00e7ici de\u011ferlendirmekle birlikte h\u0131zl\u0131 ve tam bir normalle\u015fmeye hen\u00fcz g\u00fcvenmedi\u011fini g\u00f6sterdi\u011fi ifade edildi. ABD ham petrol stoklar\u0131nda g\u00fcn i\u00e7inde 1,6 milyon varillik d\u00fc\u015f\u00fc\u015f beklenirken, stoklardaki gerilemenin arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 alg\u0131s\u0131n\u0131 g\u00fc\u00e7lendirebilece\u011fi belirtildi. T\u00fcrkiye\u2019de y\u00fcksek petrol fiyatlar\u0131n\u0131n cari denge, akaryak\u0131t fiyatlar\u0131 ve ula\u015ft\u0131rma maliyetleri \u00fczerinden dezenflasyon s\u00fcrecini zorla\u015ft\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Tarife tasar\u0131s\u0131na ili\u015fkin de\u011ferlendirmede, Rusya\u2019dan enerji alan \u00fclkelere uygulanabilecek ikincil tarifelerin \u00fcst s\u0131n\u0131r\u0131n\u0131n y\u00fczde 100 olarak belirlendi\u011fi, T\u00fcrkiye\u2019nin yan\u0131 s\u0131ra \u00c7in, Hindistan ve Birle\u015fik Arap Emirlikleri\u2019nin de olas\u0131 kapsamda bulundu\u011fu ifade edildi. Tasar\u0131n\u0131n hen\u00fcz genel kurul oylamas\u0131 ve ba\u015fkan onay\u0131ndan ge\u00e7medi\u011fi, uygulanacak oran ile muafiyetlerin de netle\u015fmedi\u011fi kaydedildi.<\/p>\n
Y\u00fcksek bir tarifenin ABD\u2019ye sat\u0131\u015f yapan sekt\u00f6rlerde sipari\u015f kayb\u0131na, Rus enerjisinin ikamesinin ise ithalat maliyetlerinde art\u0131\u015fa yol a\u00e7abilece\u011fi belirtildi. Demir-\u00e7elik, otomotiv yan sanayi, beyaz e\u015fya ve tekstilin do\u011frudan ticaret etkisine; enerji yo\u011fun sanayinin ise maliyet etkisine daha a\u00e7\u0131k oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
BIST 100 endeksinin son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,41 kay\u0131pla 13.892,30 puandan, BIST 30 endeksinin ise y\u00fczde 2,16 d\u00fc\u015f\u00fc\u015fle 16.645,08 puandan tamamlad\u0131\u011f\u0131 bildirildi. Her iki endekste i\u015flem hacminin \u00f6nceki g\u00fcne g\u00f6re artt\u0131\u011f\u0131, banka ve b\u00fcy\u00fck \u00f6l\u00e7ekli hisselerde sat\u0131\u015flar\u0131n belirginle\u015fti\u011fi ifade edildi.<\/p>\n
G\u00fcbreta\u015f\u2019\u0131n ilk yar\u0131 konsolide sat\u0131\u015flar\u0131n\u0131n 37,83 milyar TL\u2019ye, ana ortakl\u0131\u011fa ait net d\u00f6nem kar\u0131n\u0131n ise 4,77 milyar TL\u2019ye ula\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. Ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde 3,02 milyar TL olan net kar\u0131n yakla\u015f\u0131k y\u00fczde 58 artt\u0131\u011f\u0131 belirtilirken, g\u00fcbre fiyatlar\u0131, \u0130ran operasyonlar\u0131n\u0131n s\u00fcreklili\u011fi ve i\u015fletme sermayesi ihtiyac\u0131n\u0131n karl\u0131l\u0131\u011f\u0131n devaml\u0131l\u0131\u011f\u0131 a\u00e7\u0131s\u0131ndan izlenmesi gerekti\u011fi ifade edildi.<\/p>\n
G\u00fcn\u00fcn ekonomik takviminde \u0130ngiltere\u2019de a\u011fustos t\u00fcketici enflasyonunun y\u0131ll\u0131k y\u00fczde 2,9\u2019dan y\u00fczde 3,1\u2019e y\u00fckselmesinin, Euro B\u00f6lgesi\u2019nde temmuz sanayi \u00fcretiminin ise ayl\u0131k y\u00fczde 0,2 daralmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131. ABD\u2019de perakende sat\u0131\u015flar\u0131n ard\u0131ndan konut g\u00fcveni, haftal\u0131k petrol stoklar\u0131 ve Fed faiz karar\u0131n\u0131n a\u00e7\u0131klanaca\u011f\u0131 belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m, Fed karar\u0131n\u0131n ard\u0131ndan yap\u0131lacak bas\u0131n toplant\u0131s\u0131nda faiz art\u0131\u015f\u0131n\u0131n tek ad\u0131m m\u0131 yoksa yeni bir s\u0131k\u0131la\u015fma s\u00fcrecinin ba\u015flang\u0131c\u0131 m\u0131 oldu\u011funa ili\u015fkin mesajlar\u0131n izlenece\u011fini bildirdi. Tahvil getirisinin y\u00fczde 5\u2019in \u00fczerinde kalmas\u0131 ve Brent petrol\u00fcn yeniden y\u00fckselmesi halinde, s\u0131n\u0131rl\u0131 toparlanma e\u011filiminin g\u00fcn i\u00e7inde tersine d\u00f6nebilece\u011fi de\u011ferlendirmesine yer verildi.<\/p>\n
<\/strong> \u0130stanbul, 16 Eyl\u00fcl (Hibya) – Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan piyasa notunda, ABD 10 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 5 e\u015fi\u011fine yakla\u015fmas\u0131, Brent petrol\u00fcn 108 dolar civar\u0131nda seyretmesi ve Fed\u2019in faiz art\u0131\u015f\u0131 beklentisinin k\u00fcresel piyasalar \u00fczerinde bask\u0131 olu\u015fturdu\u011fu aktar\u0131ld\u0131.<\/p>\n","protected":false},"author":1,"featured_media":150319,"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-150318","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\/150318","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=150318"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/150318\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/150319"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=150318"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=150318"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=150318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"