Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, Fed\u2019in Eyl\u00fcl FOMC toplant\u0131s\u0131n\u0131n sonu\u00e7lar\u0131n\u0131n bug\u00fcn a\u00e7\u0131klanaca\u011f\u0131 ve piyasan\u0131n 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131na kesin g\u00f6z\u00fcyle bakt\u0131\u011f\u0131 aktar\u0131ld\u0131. De\u011ferlendirmede, s\u00f6z konusu hamlenin ekonomide ciddi bir s\u0131k\u0131la\u015ft\u0131rma yaratarak borsalar \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturmas\u0131n\u0131n mevcut ko\u015fullarda pek m\u00fcmk\u00fcn g\u00f6r\u00fcnmedi\u011fi ifade edildi.<\/p>\n
A\u00e7\u0131klanacak noktasal grafikler ile Fed Ba\u015fkan\u0131 Warsh\u2019\u0131n yapaca\u011f\u0131 a\u00e7\u0131klamalar\u0131n, yeni bir faiz art\u0131r\u0131m d\u00f6ng\u00fcs\u00fcne girilip girilmedi\u011fine ili\u015fkin \u00f6nemli sinyaller verece\u011fi belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m, ABD\u2019de finansal ko\u015fullar\u0131n mevcut d\u00f6nemde olduk\u00e7a gev\u015fek oldu\u011funa dikkat \u00e7ekti. Finansal Ko\u015fullar Endeksi\u2019nin uzun d\u00f6nemli ortalamaya g\u00f6re ko\u015fullar\u0131n ne \u00f6l\u00e7\u00fcde gev\u015fek veya s\u0131k\u0131 oldu\u011funu g\u00f6sterdi\u011fi aktar\u0131lan de\u011ferlendirmede, s\u0131f\u0131r seviyesinin normal ko\u015fullar\u0131, pozitif de\u011ferlerin piyasa likiditesi ve riskli varl\u0131k fiyatlamalar\u0131n\u0131n tarihsel ortalamaya g\u00f6re daha rahat oldu\u011funu, negatif de\u011ferlerin ise finansmana eri\u015fimin zorla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi kaydedildi.<\/p>\n
G\u00f6sterge seviyesinin art\u0131 1 standart sapmada bulundu\u011fu ve finansal ko\u015fullar\u0131n olduk\u00e7a gev\u015fek bir yap\u0131ya i\u015faret etti\u011fi ifade edildi. Bu durumun hisse senetlerinin g\u00fc\u00e7l\u00fc seyretmesine, kredi spreadlerinin daralmas\u0131na ve finansmana eri\u015fimin rahat kalmas\u0131na katk\u0131 sa\u011flad\u0131\u011f\u0131 belirtilerek, tek bir 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131n finansal sistemde g\u00fc\u00e7l\u00fc bir stres olu\u015fturma ihtimalinin son derece zay\u0131f oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Bununla birlikte Trive Yat\u0131r\u0131m, finansal ko\u015fullar\u0131n bu denli gev\u015fek olmas\u0131n\u0131n orta vadede piyasalar a\u00e7\u0131s\u0131ndan risk olu\u015fturabilece\u011fi uyar\u0131s\u0131nda bulundu. Bu risklerin Fed toplant\u0131s\u0131 sonras\u0131nda Warsh\u2019\u0131n a\u00e7\u0131klamalar\u0131 ve noktasal grafiklerde ortaya \u00e7\u0131kabilece\u011fi ifade edildi.<\/p>\n
De\u011ferlendirmede, petrol fiyatlar\u0131ndaki y\u00fckseli\u015f ve dizel fiyatlar\u0131n\u0131n rekor seviyelere ula\u015fmas\u0131n\u0131n lojistik kaynakl\u0131 \u00fcretim maliyetlerini art\u0131rarak enflasyonist bask\u0131 olu\u015fturdu\u011fu belirtildi. Likidite ko\u015fullar\u0131n\u0131n gev\u015fek kalmas\u0131n\u0131n i\u00e7 talebi canl\u0131 tuttu\u011fu ve bunun da enflasyonist bask\u0131 yaratt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Hisse senedi endekslerindeki g\u00fc\u00e7l\u00fc seyrin servet etkisi yoluyla i\u00e7 talebe pozitif katk\u0131 verdi\u011fi ifade edilirken, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n olu\u015fturdu\u011fu enflasyonist bask\u0131n\u0131n A\u011fustos ay\u0131 T\u00fcketici Fiyat Endeksi (T\u00dcFE) verilerinde g\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi. Yapay zeka geli\u015ftirme yat\u0131r\u0131mlar\u0131nda yava\u015flama tart\u0131\u015fmalar\u0131 bulunsa da yat\u0131r\u0131mlar\u0131n enflasyonist bask\u0131y\u0131 s\u00fcrd\u00fcrecek \u00f6l\u00e7\u00fcde devam edece\u011fi de\u011ferlendirildi.<\/p>\n
Trive Yat\u0131r\u0131m, y\u00fcksek enflasyon beklentilerini besleyen bir d\u00f6ng\u00fcye i\u015faret ederek, Fed\u2019in tek bir faiz art\u0131r\u0131m\u0131yla yetinip yetmeyece\u011finin takip edilmesi gerekti\u011fini belirtti. De\u011ferlendirmede, faiz art\u0131r\u0131m d\u00f6ng\u00fcs\u00fc i\u00e7inde olunabilece\u011fi ihtimaline kar\u015f\u0131l\u0131k, bu d\u00f6ng\u00fcn\u00fcn ne kadar g\u00fc\u00e7l\u00fc ve kararl\u0131 oldu\u011funa y\u00f6nelik sinyallerin Eyl\u00fcl toplant\u0131s\u0131n\u0131n ard\u0131ndan izlenmesinin \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Sonu\u00e7 olarak, 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131n\u0131n piyasa \u00fczerindeki etkisinin s\u0131n\u0131rl\u0131 kalabilece\u011fi, ancak toplant\u0131 sonras\u0131nda verilecek y\u00f6nlendirmelerin piyasalar a\u00e7\u0131s\u0131ndan daha g\u00fc\u00e7l\u00fc bir etki olu\u015fturabilece\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 16 Eyl\u00fcl (Hibya) – Trive Yat\u0131r\u0131m, Fed\u2019in Eyl\u00fcl FOMC toplant\u0131s\u0131 \u00f6ncesinde finansal ko\u015fullar\u0131n olduk\u00e7a gev\u015fek oldu\u011funu belirterek, 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131n finansal sistemde g\u00fc\u00e7l\u00fc bir stres olu\u015fturmas\u0131n\u0131n d\u00fc\u015f\u00fck ihtimal oldu\u011funu ifade etti.<\/p>\n","protected":false},"author":1,"featured_media":150352,"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-150351","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\/150351","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=150351"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/150351\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/150352"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=150351"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=150351"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=150351"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"