Gedik Yat\u0131r\u0131m analizinde, k\u00fcresel piyasalarda Fed\u2019in faiz karar\u0131na y\u00f6nelik beklentilerin fiyatlamalar \u00fczerindeki etkisine dikkat \u00e7ekildi. Euro, g\u00fc\u00e7lenen dolar kar\u015f\u0131s\u0131nda 1,15 dolar seviyesine gerileyerek a\u011fustos ortas\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fc. K\u00f6rfez\u2019de \u015fiddetlenen \u00e7at\u0131\u015fmalar\u0131n petrol fiyatlar\u0131n\u0131 100 dolar\u0131n \u00fczerine ta\u015f\u0131mas\u0131, enflasyon bask\u0131lar\u0131n\u0131 art\u0131r\u0131rken para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de etkiledi ve uzun vadeli tahvillerde sat\u0131\u015flara yol a\u00e7t\u0131. ECB\u2019nin ge\u00e7en haftaki faiz art\u0131r\u0131m\u0131n\u0131n ard\u0131ndan piyasalarda y\u0131l i\u00e7inde en az bir faiz art\u0131r\u0131m\u0131 daha beklenirken, \u0130ngiltere Merkez Bankas\u0131n\u0131n faizi sabit tutmas\u0131, Japonya Merkez Bankas\u0131n\u0131n ise cuma g\u00fcn\u00fc faiz art\u0131rmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Analizde, \u0130ngiliz sterlininin de dolar kar\u015f\u0131s\u0131nda 1,35 seviyesinin alt\u0131na gerileyerek a\u011fustos ba\u015f\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fc\u011f\u00fc belirtildi. \u0130ngiltere Merkez Bankas\u0131n\u0131n per\u015fembe g\u00fcn\u00fc faizi y\u00fczde 3,75\u2019te sabit tutmas\u0131 beklenirken, petrol fiyatlar\u0131n\u0131n 100 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc zorla\u015ft\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Goldman Sachs kas\u0131m ay\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 \u00f6ng\u00f6r\u00fcrken, piyasalar 2027 ortas\u0131na kadar \u0130ngiltere Merkez Bankas\u0131ndan toplam d\u00f6rt faiz art\u0131r\u0131m\u0131 bekliyor.<\/p>\n
Alt\u0131n, petrol fiyatlar\u0131 ve tahvil getirilerindeki y\u00fckseli\u015fin ivme kaybetmesiyle iki g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc sonland\u0131rarak 4.300 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Fed\u2019in yakla\u015f\u0131k \u00fc\u00e7 y\u0131l\u0131n ard\u0131ndan ilk kez 25 baz puan faiz art\u0131rmas\u0131 beklenirken, piyasalarda ekim veya aral\u0131k ay\u0131nda gelebilecek olas\u0131 yeni faiz art\u0131r\u0131m\u0131na ili\u015fkin mesajlar takip ediliyor. G\u00fcm\u00fc\u015f de ikinci seansta de\u011fer kazanarak 64 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n
Petrol taraf\u0131nda ise ABD ham petrol stoklar\u0131n\u0131n ge\u00e7en hafta beklentilerin aksine 7,14 milyon varil artmas\u0131 sonras\u0131nda Brent petrol d\u00f6rt ayl\u0131k zirvesinden gerileyerek 108 dolar\u0131n alt\u0131na, ham petrol ise 105 dolar\u0131n alt\u0131na indi. Suudi Arabistan\u2019daki Do\u011fu-Bat\u0131 boru hatt\u0131n\u0131n kapal\u0131 kalmas\u0131 ve Yanbu Liman\u0131\u2019ndaki petrol y\u00fcklemelerinin durmas\u0131, Orta Do\u011fu kaynakl\u0131 arz endi\u015felerini canl\u0131 tutuyor. Libya\u2019da protestolar nedeniyle baz\u0131 sahalarda faaliyetler ask\u0131ya al\u0131nmas\u0131na ra\u011fmen \u00fclkenin toplam petrol \u00fcretiminin g\u00fcnl\u00fck yakla\u015f\u0131k 1,4 milyon varil seviyesinde b\u00fcy\u00fck \u00f6l\u00e7\u00fcde istikrarl\u0131 kald\u0131\u011f\u0131 belirtildi.<\/p>\n
ABD endeks vadeli i\u015flemlerinde ise Fed karar\u0131 \u00f6ncesinde s\u0131n\u0131rl\u0131 y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Nasdaq Bile\u015fik Endeksi, artan petrol fiyatlar\u0131 ve tahvil getirilerinin b\u00fcy\u00fck teknoloji \u015firketleri \u00fczerindeki bask\u0131s\u0131yla sal\u0131 g\u00fcn\u00fcn\u00fc y\u00fczde 0,78 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131. Alphabet, Microsoft, Oracle ve Amazon hisselerinde belirgin kay\u0131plar ya\u015fand\u0131. Dow Jones Endeksi de petrol fiyatlar\u0131 ve tahvil getirilerindeki y\u00fckseli\u015fin ekonomik b\u00fcy\u00fcme ile \u015firketlerin finansman maliyetlerine y\u00f6nelik endi\u015feleri art\u0131rmas\u0131yla y\u00fczde 0,3 geriledi.<\/p>\n
Gedik Yat\u0131r\u0131m analizine g\u00f6re, Nasdaq taraf\u0131nda Fed\u2019in gelecekteki faiz art\u0131\u015flar\u0131na ili\u015fkin mesajlar\u0131, bor\u00e7lanma maliyetlerinin seyri ve yapay zek\u00e2 g\u00fcvenli\u011fi tart\u0131\u015fmalar\u0131; Dow Jones taraf\u0131nda ise Fed\u2019in ekim veya aral\u0131k ay\u0131ndaki olas\u0131 yeni faiz art\u0131r\u0131m\u0131na ili\u015fkin mesajlar\u0131 ile enerji fiyatlar\u0131n\u0131n seyri takip edilecek.<\/p>\n
<\/strong> \u0130stanbul, 16 Eyl\u00fcl (Hibya)- Gedik Yat\u0131r\u0131m analizine g\u00f6re Fed\u2019in faiz karar\u0131 \u00f6ncesinde dolar g\u00fc\u00e7 kazan\u0131rken Euro ve sterlin geriledi. Alt\u0131n ve g\u00fcm\u00fc\u015f, petrol fiyatlar\u0131 ile tahvil getirilerindeki y\u00fckseli\u015fin h\u0131z kesmesiyle de\u011fer kazand\u0131. ABD endeks vadeli i\u015flemlerinde ise s\u0131n\u0131rl\u0131 y\u00fckseli\u015f izlendi.<\/p>\n","protected":false},"author":1,"featured_media":150462,"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-150461","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\/150461","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=150461"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/150461\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/150462"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=150461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=150461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=150461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"