Halk Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde, k\u00fcresel piyasalarda Fed\u2019in faiz karar\u0131 sonras\u0131nda ya\u015fanan geli\u015fmeler ve BIST 100 endeksinin g\u00f6r\u00fcn\u00fcm\u00fc ele al\u0131nd\u0131. Raporda, BIST 100\u2019de sat\u0131\u015f bask\u0131s\u0131n\u0131n devam edebilece\u011fi de\u011ferlendirmesi yap\u0131ld\u0131.<\/p>\n
ABD piyasalar\u0131, Fed\u2019in politika faizini 25 baz puan art\u0131rmas\u0131n\u0131n ard\u0131ndan g\u00fcn\u00fc negatif tamamlad\u0131. S&P 500 endeksi y\u00fczde 0,45 d\u00fc\u015f\u00fc\u015fle 7.551,81, Dow Jones y\u00fczde 1,21 azal\u0131\u015fla 51.461,90 ve Nasdaq y\u00fczde 0,01 d\u00fc\u015f\u00fc\u015fle 25.978,43 seviyesinden kapand\u0131.<\/p>\n
Fed, politika faizini beklentiler do\u011frultusunda y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na y\u00fckseltti. Raporda, karar\u0131n oybirli\u011fiyle al\u0131nmas\u0131n\u0131n ve Fed \u00fcyelerinin \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fcn y\u0131l sonuna kadar en az bir faiz art\u0131r\u0131m\u0131 daha \u00f6ng\u00f6rmesinin, s\u0131k\u0131la\u015fman\u0131n devam edebilece\u011fine i\u015faret etti\u011fi belirtildi.<\/p>\n
Fed Ba\u015fkan\u0131 Kevin Warsh, enflasyonun halen y\u00fcksek oldu\u011funu ve yaz aylar\u0131nda a\u00e7\u0131klanan verilerin temel enflasyon e\u011filiminde yeterli iyile\u015fme g\u00f6stermedi\u011fini ifade etti. Raporda, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n faizlerin d\u00fc\u015f\u00fcr\u00fclmesi y\u00f6n\u00fcndeki \u00e7a\u011fr\u0131lar\u0131na kar\u015f\u0131n Fed’in faiz art\u0131rd\u0131\u011f\u0131 ve bu durumun Beyaz Saray ile Fed aras\u0131nda para politikas\u0131n\u0131n y\u00f6n\u00fcne ili\u015fkin g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131n\u0131 ortaya koydu\u011fu aktar\u0131ld\u0131.<\/p>\n
ABD’de a\u00e7\u0131klanan verilere g\u00f6re a\u011fustos ay\u0131nda perakende sat\u0131\u015flar ayl\u0131k y\u00fczde 1,2 artarken, \u00e7ekirdek perakende sat\u0131\u015flar y\u00fczde 1,4 y\u00fckseldi. \u0130\u015fletme stoklar\u0131 temmuz ay\u0131nda y\u00fczde 0,8 art\u0131\u015f g\u00f6sterdi. \u0130thalat fiyatlar\u0131 ise a\u011fustosta ayl\u0131k y\u00fczde 0,7, y\u0131ll\u0131k y\u00fczde 7 y\u00fckseldi.<\/p>\n
Buna kar\u015f\u0131l\u0131k New York Fed hizmet sekt\u00f6r\u00fc i\u015f aktivite endeksi eyl\u00fclde 0,5’ten -8,7’ye, NAHB Konut Piyasas\u0131 Endeksi ise 35’ten 32’ye geriledi. Raporda, t\u00fcketim ve b\u00fcy\u00fcme taraf\u0131ndaki dayan\u0131kl\u0131l\u0131\u011fa kar\u015f\u0131n y\u00fcksek faizlerin konut ve baz\u0131 hizmet alanlar\u0131nda etkisini g\u00f6stermeye ba\u015flad\u0131\u011f\u0131 belirtildi.<\/p>\n
Avrupa piyasalar\u0131 iki g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131. Euro Stoxx 50 y\u00fczde 0,57, DAX y\u00fczde 0,53, CAC 40 y\u00fczde 0,62 ve FTSE 100 y\u00fczde 0,28 de\u011fer kazand\u0131.<\/p>\n
Raporda, petrol fiyatlar\u0131ndaki gerilemenin enerji kaynakl\u0131 enflasyon endi\u015felerini k\u0131smen azaltmas\u0131 ve tahvil faizlerindeki y\u00fckseli\u015fin h\u0131z kesmesinin Avrupa piyasalar\u0131ndaki toparlanmada etkili oldu\u011fu belirtildi. Bankac\u0131l\u0131k, seyahat ve teknoloji hisselerinde tepki al\u0131mlar\u0131 \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Euro B\u00f6lgesi’nde sanayi \u00fcretimi temmuz ay\u0131nda ayl\u0131k y\u00fczde 0,1 gerilerken, ikinci \u00e7eyrekte saatlik i\u015f g\u00fcc\u00fc maliyetleri y\u0131ll\u0131k y\u00fczde 3,1 artt\u0131.<\/p>\n
BIST 100 endeksi g\u00fcne y\u00fczde 0,17 d\u00fc\u015f\u00fc\u015fle 13.868,17 puandan ba\u015flad\u0131. G\u00fcn i\u00e7inde fon piyasalar\u0131ndaki endi\u015felerin artmas\u0131 ve likidite sorunlar\u0131 nedeniyle sat\u0131\u015f bask\u0131s\u0131 g\u00fc\u00e7lendi.<\/p>\n
Endeks, 200 g\u00fcnl\u00fck \u00fcssel hareketli ortalaman\u0131n alt\u0131nda kapan\u0131\u015f yaparak g\u00fcn\u00fc y\u00fczde 5,54 kay\u0131pla 13.122,58 puandan tamamlad\u0131. Bankac\u0131l\u0131k endeksi y\u00fczde 6,38, sanayi endeksi y\u00fczde 5,79 geriledi. BIST 100’de i\u015flem hacmi 262,4 milyar TL seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
Raporda, a\u011fustos ay\u0131na ili\u015fkin Konut Fiyat Endeksi verilerine de yer verildi. TCMB verilerine g\u00f6re Konut Fiyat Endeksi ayl\u0131k y\u00fczde 0,9, y\u0131ll\u0131k y\u00fczde 23 artarken, reel bazda y\u00fczde 6,5 geriledi. \u0130stanbul’da ayl\u0131k art\u0131\u015f y\u00fczde 1,9, Ankara’da y\u00fczde 1,5 ve \u0130zmir’de y\u00fczde 2,7 oldu.<\/p>\n
Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek, dezenflasyon s\u00fcrecinin devam etti\u011fini ancak i\u00e7 ve d\u0131\u015f \u015foklar\u0131n s\u00fcreci yava\u015flatt\u0131\u011f\u0131n\u0131 belirtti. \u015eim\u015fek, enerji ve emtia fiyatlar\u0131ndaki art\u0131\u015f\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc olumsuz etkiledi\u011fini ifade etti.<\/p>\n
\u015eim\u015fek, sava\u015f etkisi olmasayd\u0131 2026 enflasyonunun mevcut seviyenin yakla\u015f\u0131k 7 puan alt\u0131nda olabilece\u011fini belirtirken, 2026 y\u0131l\u0131 b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131n GSYH’ye oran\u0131n\u0131n y\u00fczde 3,1 seviyesinde ger\u00e7ekle\u015fmesini, b\u00fcy\u00fcmenin ise d\u0131\u015f \u015foklara ra\u011fmen y\u00fczde 3,3 civar\u0131nda olmas\u0131n\u0131 beklediklerini a\u00e7\u0131klad\u0131.<\/p>\n
Raporda, \u015eim\u015fek’in dezenflasyon program\u0131ndan se\u00e7im s\u00fcrecinde de taviz verilmeyece\u011fini, ihracat\u00e7\u0131 ve imalat sanayisine y\u00f6nelik se\u00e7ici kredi desteklerinin s\u00fcrd\u00fcr\u00fclece\u011fini ve mevcut a\u015famada gelir ve kurumlar vergilerinde de\u011fi\u015fiklik planlanmad\u0131\u011f\u0131n\u0131 s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Halk Yat\u0131r\u0131m, BIST 100 endeksinde sat\u0131\u015f bask\u0131s\u0131n\u0131n devam edebilece\u011fini belirtti. Finansal \u0130stikrar Komitesi’nin Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek ba\u015fkanl\u0131\u011f\u0131nda toplanaca\u011f\u0131, ayr\u0131ca a\u011fustos ay\u0131na ili\u015fkin konut sat\u0131\u015flar\u0131 verisinin takip edilece\u011fi kaydedildi.<\/p>\n
K\u00fcresel piyasalarda ise ABD’de Philadelphia Fed \u0130\u015fletme G\u00f6r\u00fcn\u00fcm Endeksi, haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131, konut ba\u015flang\u0131\u00e7lar\u0131, in\u015faat izinleri ve ask\u0131daki konut sat\u0131\u015flar\u0131 verileri izlenecek. Euro B\u00f6lgesi’nde a\u011fustos ay\u0131 enflasyon verileri ile Avrupa Merkez Bankas\u0131 \u00fcyelerinin a\u00e7\u0131klamalar\u0131 takip edilecek.<\/p>\n
\u00c7an2 Termik’in i\u015ftiraki Minerosol Group C.A.’n\u0131n Venezuela devlet petrol \u015firketi PDVSA ile Anzo\u00e1tegui eyaletindeki CEMA Petrol Sahas\u0131 i\u00e7in 20 y\u0131l s\u00fcreli i\u015fletme ve \u00fcretim s\u00f6zle\u015fmesi imzalad\u0131\u011f\u0131 bildirildi.<\/p>\n
S\u00f6zle\u015fmenin onaya ba\u011fl\u0131 olarak 20 y\u0131l daha uzatma ve m\u00fcnhas\u0131rl\u0131k hakk\u0131 i\u00e7erdi\u011fi belirtildi. Sahada orta-uzun vadede g\u00fcnl\u00fck petrol \u00fcretiminin 400 varilden 9.865 varile \u00e7\u0131kar\u0131lmas\u0131n\u0131n hedeflendi\u011fi ve 20 y\u0131ll\u0131k toplam yat\u0131r\u0131m b\u00fct\u00e7esinin 381,7 milyon dolar oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Marg\u00fcn Enerji ise revize edilen pay geri al\u0131m program\u0131 kapsam\u0131nda 16 Eyl\u00fcl’de ortalama 33,318 TL fiyattan 7,33 milyon adet pay geri ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. \u0130\u015flem sonras\u0131nda \u015firketin sahip oldu\u011fu MAGEN paylar\u0131n\u0131n 57,03 milyon adede, geri al\u0131nan paylar\u0131n sermayeye oran\u0131n\u0131n ise y\u00fczde 1,9331’e ula\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
Raporda ayr\u0131ca BIST 100’\u00fcn cari F\/K \u00e7arpan\u0131n\u0131n 10,25x, XBANK PD\/DD \u00e7arpan\u0131n\u0131n 0,99x ve XUSIN F\/K \u00e7arpan\u0131n\u0131n 14,48x seviyesinde bulundu\u011fu kaydedildi. BIST 100 ile MSCI Geli\u015fmekte Olan \u00dclkeler Endeksi aras\u0131ndaki normalize edilmi\u015f fark\u0131n ise -42,70 seviyesinde oldu\u011fu belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 17 Eyl\u00fcl (Hibya) \u2013 Halk Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde, k\u00fcresel piyasalarda Fed\u2019in faiz karar\u0131 sonras\u0131nda ya\u015fanan geli\u015fmeler ve BIST 100 endeksinin g\u00f6r\u00fcn\u00fcm\u00fc ele al\u0131nd\u0131. Raporda, BIST 100\u2019de sat\u0131\u015f bask\u0131s\u0131n\u0131n devam edebilece\u011fi de\u011ferlendirmesi yap\u0131ld\u0131.<\/p>\n","protected":false},"author":1,"featured_media":151009,"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-151008","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\/151008","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=151008"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/151008\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/151009"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=151008"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=151008"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=151008"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"