Trive Yat\u0131r\u0131m de\u011ferlendirmesinde, Fed’in \u00e7ar\u015famba g\u00fcn\u00fc politika faizini 25 baz puan art\u0131rarak y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na \u00e7ekti\u011fi ve karar\u0131n piyasa beklentileriyle uyumlu oldu\u011fu belirtildi.<\/p>\n
Karar metninde enflasyonun enerji fiyatlar\u0131 ve arz \u015foklar\u0131yla a\u00e7\u0131kland\u0131\u011f\u0131 ifadenin \u00e7\u0131kar\u0131lmas\u0131n\u0131n, bunun yerine g\u00fc\u00e7l\u00fc talep ve dayan\u0131kl\u0131 b\u00fcy\u00fcme vurgusunun \u00f6ne \u00e7\u0131kar\u0131lmas\u0131n\u0131n ilk a\u015famada piyasa taraf\u0131ndan daha \u015fahin bir ton olarak de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Karar\u0131n ard\u0131ndan k\u0131sa vadeli tahvil faizlerinde y\u00fckseli\u015f ya\u015fand\u0131\u011f\u0131, 10 y\u0131ll\u0131k tahvil getirisinin ise y\u00fczde 5’in hemen alt\u0131nda kald\u0131\u011f\u0131 belirtilen de\u011ferlendirmede, piyasan\u0131n daha s\u0131k\u0131 bir para politikas\u0131n\u0131 fiyatlad\u0131\u011f\u0131, ancak bu s\u0131k\u0131la\u015fman\u0131n uzun vadede enflasyonun kontrol alt\u0131na al\u0131nmas\u0131na katk\u0131 sa\u011flayaca\u011f\u0131 beklentisinin de bulundu\u011fu ifade edildi.<\/p>\n
De\u011ferlendirmede, enflasyona ili\u015fkin oda\u011f\u0131n sava\u015f kaynakl\u0131 enerji maliyetleri ve bunlar\u0131n ikinci tur etkilerinden, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yapay zeka kaynakl\u0131 yat\u0131r\u0131m harcamalar\u0131 ile y\u00fcksek faiz ortam\u0131na ra\u011fmen g\u00fc\u00e7l\u00fc seyreden teknoloji \u015firketlerinin destekledi\u011fi talebe kayd\u0131\u011f\u0131 belirtildi.<\/p>\n
Enerji maliyetlerinin etkisinin devam etti\u011fi ifade edilen de\u011ferlendirmede, Fed’in takip etti\u011fi \u00e7ekirdek ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) fiyat endeksinde g\u0131da ve enerji kalemleri d\u0131\u015far\u0131da b\u0131rak\u0131lsa da enerji maliyetlerinin dolayl\u0131 olarak sekt\u00f6rler genelinde etkisini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
ABD’de dizel fiyatlar\u0131n\u0131n hafta boyunca y\u00fckseli\u015fini s\u00fcrd\u00fcrerek galon ba\u015f\u0131na 6,45 dolarla rekor seviyeye ula\u015ft\u0131\u011f\u0131 belirtilirken, ta\u015f\u0131mac\u0131l\u0131k, depolama ve sa\u011fl\u0131k hizmetleri ba\u015fta olmak \u00fczere \u00e7e\u015fitli alanlarda maliyet bask\u0131s\u0131n\u0131n artt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Brent petrol\u00fcn haftan\u0131n ba\u015f\u0131ndaki zirvesinden yakla\u015f\u0131k 6 dolar gerilemesine ra\u011fmen dizel fiyatlar\u0131n\u0131n yeni rekor seviyeye ula\u015fmas\u0131n\u0131n, rafine \u00fcr\u00fcn taraf\u0131ndaki s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n ham petrolden ba\u011f\u0131ms\u0131z olarak devam etti\u011fine i\u015faret etti\u011fi de\u011ferlendirmesi yap\u0131ld\u0131.<\/p>\n
Trive Yat\u0131r\u0131m, Fed’in enerji kaynakl\u0131 arz \u015foklar\u0131na do\u011frudan m\u00fcdahale edebilece\u011fi bir arac\u0131n\u0131n bulunmad\u0131\u011f\u0131n\u0131 belirterek, karar metninde enerji fiyatlar\u0131na yap\u0131lan atf\u0131n \u00e7\u0131kar\u0131lmas\u0131 ve g\u00fc\u00e7l\u00fc i\u00e7 talep ile sermaye harcamalar\u0131n\u0131n \u00f6ne \u00e7\u0131kar\u0131lmas\u0131n\u0131n, Fed’in etkileyebildi\u011fi talep taraf\u0131na odaklanaca\u011f\u0131na i\u015faret etti\u011fini bildirdi.<\/p>\n
De\u011ferlendirmede ayr\u0131ca, haftan\u0131n ba\u015f\u0131nda 110 dolara yakla\u015fan Brent petrol\u00fcn 103 dolar seviyesine gerilemesinin enflasyon beklentilerinde iyile\u015fme sa\u011flad\u0131\u011f\u0131 ve uzun vadeli nominal getiriler \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturdu\u011fu belirtildi.<\/p>\n
Federal borcun 40 trilyon dolar\u0131 a\u015fmas\u0131n\u0131n Hazine’nin faiz \u00f6demelerini kar\u015f\u0131lamak amac\u0131yla daha fazla bor\u00e7lanmas\u0131n\u0131 gerektirdi\u011fi, \u00f6zel sekt\u00f6r\u00fcn sermaye harcamalar\u0131n\u0131 finanse etmek i\u00e7in ger\u00e7ekle\u015ftirdi\u011fi tahvil ihra\u00e7lar\u0131n\u0131n da reel getirileri y\u00fczde 2,60’\u0131n \u00fczerinde tuttu\u011fu kaydedildi.<\/p>\n
Tahvil piyasas\u0131nda artan arz\u0131n, enflasyon beklentilerindeki iyile\u015fmenin nominal getiriler \u00fczerindeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc etkisini s\u0131n\u0131rlad\u0131\u011f\u0131 belirtilen de\u011ferlendirmede, 10 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 5 seviyesinin \u00fczerine yerle\u015fme riskinin ortadan kalkmad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, Nasdaq 100 vadeli kontrat\u0131n\u0131n teknik g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmesinde ise kontrat\u0131n 21 haftal\u0131k \u00fcssel hareketli ortalaman\u0131n (EMA) bulundu\u011fu 28.750 seviyesinden tepki alarak yeniden y\u00fckseli\u015f y\u00f6n\u00fcnde hareket etti\u011fini belirtti.<\/p>\n
Brent petroldeki gerilemenin devam etmesi ve Fed’in kararl\u0131 duru\u015funun uzun vadeli tahvil getirileri \u00fczerinde bask\u0131 olu\u015fturmay\u0131 s\u00fcrd\u00fcrmesi halinde 30.175 seviyesindeki al\u00e7alan trend direncinin ilk hedef olarak izlenebilece\u011fi kaydedildi.<\/p>\n
Bu direncin a\u015f\u0131lmas\u0131 halinde 30.760 ve 31.935 seviyelerinin yeni hedefler olarak \u00f6ne \u00e7\u0131kabilece\u011fi belirtilirken, Husilerin Suudi Arabistan’\u0131n petrol altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n yeni bir arz \u015fokuna yol a\u00e7mas\u0131 durumunda Brent petrol\u00fcn yeniden 110 dolar seviyesine do\u011fru y\u00fckselebilece\u011fi ifade edildi.<\/p>\n
Bu senaryoda Nasdaq 100 vadeli kontrat\u0131nda 28.750 seviyesindeki 21 haftal\u0131k EMA’n\u0131n ilk destek olarak takip edilece\u011fi, bu seviyenin alt\u0131nda ise 27.960 ve 25.780 seviyelerine do\u011fru geri \u00e7ekilmenin g\u00fcndeme gelebilece\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 18 Eyl\u00fcl (Hibya)-Trive Yat\u0131r\u0131m, ABD Merkez Bankas\u0131n\u0131n (Fed) politika faizini 25 baz puan art\u0131rarak y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na y\u00fckseltmesinin ard\u0131ndan k\u0131sa vadeli tahvil faizlerinde y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc, 10 y\u0131ll\u0131k tahvil getirisinin ise y\u00fczde 5 seviyesinin alt\u0131nda kald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":152221,"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-152220","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\/152220","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=152220"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/152220\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/152221"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=152220"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=152220"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=152220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"