Ikon Menkul analizine g\u00f6re, Amerika Birle\u015fik Devletleri (ABD) Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz karar\u0131 \u00f6ncesinde petrol ve tahvil faizlerinde g\u00f6r\u00fclen geri \u00e7ekilme k\u00fcresel piyasalarda s\u0131n\u0131rl\u0131 bir rahatlama sa\u011flarken, g\u00fc\u00e7l\u00fc ABD t\u00fcketim verileri Fed\u2019in s\u0131k\u0131 para politikas\u0131 s\u00f6ylemini s\u00fcrd\u00fcrmesine y\u00f6nelik beklentileri canl\u0131 tuttu.<\/p>\n
Analizde, Fed\u2019in bu ak\u015fam politika faizini 25 baz puan art\u0131rarak y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na y\u00fckseltmesinin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatland\u0131\u011f\u0131 belirtildi. Piyasan\u0131n oda\u011f\u0131n\u0131n faiz karar\u0131ndan ziyade Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n bas\u0131n toplant\u0131s\u0131ndaki mesajlar\u0131, g\u00fcncellenecek ekonomik projeksiyonlar ve noktasal grafik (dot plot) olaca\u011f\u0131 ifade edildi.<\/p>\n
ABD\u2019de a\u011fustos ay\u0131 perakende sat\u0131\u015flar\u0131n\u0131n ayl\u0131k bazda y\u00fczde 1,2 artarak y\u00fczde 0,8 olan beklentiyi a\u015ft\u0131\u011f\u0131 aktar\u0131lan analizde, temmuz ay\u0131 verisinin de y\u00fczde -0,6\u2019dan y\u00fczde -0,5\u2019e revize edildi\u011fi belirtildi.<\/p>\n
Gayrisafi yurt i\u00e7i has\u0131la (GSYH) hesaplamalar\u0131nda daha yak\u0131ndan takip edilen kontrol grubu sat\u0131\u015flar\u0131n\u0131n y\u00fczde 1,4 y\u00fckselmesinin, y\u00fcksek enerji fiyatlar\u0131na ra\u011fmen ABD t\u00fcketicisinin diren\u00e7li kald\u0131\u011f\u0131na i\u015faret etti\u011fi kaydedildi.<\/p>\n
Analizde, g\u00fc\u00e7l\u00fc istihdam, y\u00fcksek enflasyon ve 100 dolar\u0131n \u00fczerindeki petrol fiyatlar\u0131n\u0131n yan\u0131 s\u0131ra g\u00fc\u00e7l\u00fc perakende sat\u0131\u015f verilerinin de Fed\u2019in enflasyonla m\u00fccadelede s\u0131k\u0131 s\u00f6ylemini s\u00fcrd\u00fcrmesi i\u00e7in alan olu\u015fturdu\u011fu de\u011ferlendirildi.<\/p>\n
ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizinin d\u00fcn y\u00fczde 5,041 ile 2007\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rmesinin ard\u0131ndan Fed karar\u0131 \u00f6ncesinde y\u00fczde 4,98-5,00 band\u0131na geriledi\u011fi belirtildi.<\/p>\n
Bu hareketin \u015fimdilik bir trend d\u00f6n\u00fc\u015f\u00fcnden ziyade, kritik karar \u00f6ncesinde pozisyonlar\u0131n azalt\u0131lmas\u0131 ve petrol fiyatlar\u0131ndaki geri \u00e7ekilmenin etkisiyle olu\u015fan s\u0131n\u0131rl\u0131 bir rahatlama olarak de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Brent petrol\u00fcn yakla\u015f\u0131k 107,5 dolar, WTI petrol\u00fcn ise 104 dolar seviyesine \u00e7ekildi\u011fi belirtilen analizde, Suudi Arabistan\u2019\u0131n Umman \u00fczerinden ilave ham petrol sevkiyat\u0131 sa\u011flamas\u0131 ve ABD ham petrol stoklar\u0131ndaki art\u0131\u015f\u0131n arz endi\u015felerini bir miktar azaltt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Bununla birlikte, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki petrol trafi\u011finin d\u00fc\u015f\u00fck seviyede kalmas\u0131 nedeniyle jeopolitik risk priminin tamamen ortadan kalkmad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Analize g\u00f6re, son iki g\u00fcndeki geri \u00e7ekilmenin ard\u0131ndan ABD borsalar\u0131nda Fed karar\u0131 \u00f6ncesinde s\u0131n\u0131rl\u0131 tepki al\u0131mlar\u0131 g\u00f6r\u00fcld\u00fc. A\u00e7\u0131l\u0131\u015fta S&P 500 yakla\u015f\u0131k y\u00fczde 0,2, Nasdaq ise y\u00fczde 0,5 y\u00fckseldi. Petrol ve tahvil faizlerindeki geri \u00e7ekilmenin \u00f6zellikle teknoloji hisselerinde s\u0131n\u0131rl\u0131 bir rahatlama sa\u011flad\u0131\u011f\u0131 belirtildi.<\/p>\n
Ons alt\u0131n\u0131n ise petrol ve tahvil faizlerindeki gev\u015femeyle birlikte y\u00fczde 1’in \u00fczerinde y\u00fckselerek 4.350 dolar b\u00f6lgesine toparland\u0131\u011f\u0131 aktar\u0131ld\u0131. Zay\u0131flayan dolar ve tahvil faizlerindeki d\u00fc\u015f\u00fc\u015f\u00fcn alt\u0131n\u0131 destekledi\u011fi, ancak Fed\u2019in faiz art\u0131r\u0131m\u0131n\u0131n yan\u0131 s\u0131ra ilave s\u0131k\u0131la\u015fma sinyali vermesi halinde de\u011ferli metal \u00fczerinde yeniden faiz bask\u0131s\u0131 olu\u015fabilece\u011fi ifade edildi.<\/p>\n
Analizde ayr\u0131ca Almanya’n\u0131n 10 y\u0131ll\u0131k tahvil faizinin 17 y\u0131l\u0131n zirvesine yak\u0131n seyretti\u011fine dikkat \u00e7ekilerek, y\u00fcksek faiz ortam\u0131na ili\u015fkin endi\u015felerin yaln\u0131zca ABD ile s\u0131n\u0131rl\u0131 olmad\u0131\u011f\u0131 belirtildi.<\/p>\n
Ikon Menkul de\u011ferlendirmesinde, Fed karar\u0131 \u00f6ncesinde petrol ve tahvil faizlerindeki geri \u00e7ekilmenin Wall Street ve alt\u0131na k\u0131sa vadeli rahatlama sa\u011flad\u0131\u011f\u0131, ancak g\u00fc\u00e7l\u00fc t\u00fcketim, diren\u00e7li istihdam ve y\u00fcksek enerji fiyatlar\u0131n\u0131n Fed\u2019in s\u0131k\u0131 duru\u015funu s\u00fcrd\u00fcrmesine imkan verdi\u011fi kaydedildi.\u00a0<\/p>\n
Piyasalar\u0131n bu nedenle faiz art\u0131r\u0131m\u0131n\u0131n kendisinden \u00e7ok, Fed\u2019in bundan sonraki faiz patikas\u0131na ili\u015fkin mesajlar\u0131na odaklanaca\u011f\u0131 belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 16 Eyl\u00fcl (Hibya) \u2013 Ikon Menkul analizine g\u00f6re, Amerika Birle\u015fik Devletleri (ABD) Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz karar\u0131 \u00f6ncesinde petrol ve tahvil faizlerinde g\u00f6r\u00fclen geri \u00e7ekilme k\u00fcresel piyasalarda s\u0131n\u0131rl\u0131 bir rahatlama sa\u011flarken, g\u00fc\u00e7l\u00fc ABD t\u00fcketim verileri Fed\u2019in s\u0131k\u0131 para politikas\u0131 s\u00f6ylemini s\u00fcrd\u00fcrmesine y\u00f6nelik beklentileri canl\u0131 tuttu.<\/p>\n","protected":false},"author":1,"featured_media":150746,"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-150745","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\/150745","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=150745"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/150745\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/150746"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=150745"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=150745"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=150745"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"