Piramit Menkul De\u011ferler\u2019in haftal\u0131k piyasa de\u011ferlendirmesinde, k\u00fcresel piyasalarda eyl\u00fcl ay\u0131n\u0131n \u00f6nc\u00fc PMI verilerinin \u00f6ne \u00e7\u0131kaca\u011f\u0131 ifade edildi. Hafta boyunca a\u00e7\u0131klanacak imalat ve hizmet PMI verilerinin, k\u00fcresel ekonomik aktivitenin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonundaki g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin sinyal verece\u011fi aktar\u0131ld\u0131.<\/p>\n
De\u011ferlendirmede, ABD\u2019de cuma g\u00fcn\u00fc Michigan \u00dcniversitesi T\u00fcketici G\u00fcven Endeksi\u2019nin eyl\u00fcl ay\u0131 nihai verisinin takip edilece\u011fi belirtildi. Fed\u2019in ge\u00e7en hafta politika faizini 25 baz puan art\u0131rarak y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na y\u00fckseltmesinin ard\u0131ndan ekonomik aktivitenin s\u0131k\u0131la\u015fan finansal ko\u015fullara kar\u015f\u0131 dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131n \u00f6nem kazand\u0131\u011f\u0131 ifade edildi. Y\u00fcksek seyreden enerji fiyatlar\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerindeki etkisinin s\u00fcrd\u00fc\u011f\u00fc ve PMI verilerinin para politikas\u0131n\u0131n seyri ile k\u00fcresel risk i\u015ftah\u0131 a\u00e7\u0131s\u0131ndan izlenece\u011fi kaydedildi.<\/p>\n
Piramit Menkul De\u011ferler, \u00e7ar\u015famba g\u00fcn\u00fc Almanya, Euro B\u00f6lgesi, \u0130ngiltere ve ABD\u2019nin eyl\u00fcl ay\u0131 \u00f6nc\u00fc imalat ve hizmet PMI verilerinin a\u00e7\u0131klanaca\u011f\u0131n\u0131 aktard\u0131. A\u011fustos ay\u0131 nihai verilerinde takip edilen ekonomilerin tamam\u0131nda imalat PMI\u2019lar\u0131n\u0131n 50 e\u015fik de\u011ferinin \u00fczerinde kald\u0131\u011f\u0131, hizmet taraf\u0131nda ise yaln\u0131zca Almanya\u2019n\u0131n daralma b\u00f6lgesinde ger\u00e7ekle\u015fti\u011fi belirtildi. Eyl\u00fcl \u00f6nc\u00fc verilerinin ekonomik aktivitedeki dayan\u0131kl\u0131l\u0131\u011f\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonunda devam edip etmedi\u011fine ili\u015fkin g\u00f6sterge olaca\u011f\u0131 ifade edildi.<\/p>\n
ABD Michigan \u00dcniversitesi T\u00fcketici G\u00fcven Endeksi\u2019nin \u00f6nc\u00fc verisinin a\u011fustostaki 51,7 seviyesinden 47,8\u2019e gerileyerek 51,0 seviyesindeki piyasa beklentisinin alt\u0131nda kald\u0131\u011f\u0131 aktar\u0131ld\u0131. Nihai verinin 47,8 seviyesinde korunmas\u0131n\u0131n beklendi\u011fi belirtilirken, t\u00fcketici g\u00fcvenindeki zay\u0131flaman\u0131n y\u00fcksek enerji fiyatlar\u0131 ve s\u0131k\u0131 finansal ko\u015fullar\u0131n hanehalk\u0131 \u00fczerindeki etkileri a\u00e7\u0131s\u0131ndan takip edildi\u011fi kaydedildi.<\/p>\n
Yurt i\u00e7inde ise makroekonomik veri g\u00fcndeminin yan\u0131 s\u0131ra fon piyasas\u0131nda ya\u015fanan geli\u015fmeler ve al\u0131nan d\u00fczenleyici tedbirlerin Borsa \u0130stanbul \u00fczerindeki etkilerinin g\u00fcndemin oda\u011f\u0131nda kalaca\u011f\u0131 belirtildi.<\/p>\n
Pazartesi g\u00fcn\u00fc temmuz ay\u0131 Tar\u0131msal Girdi Fiyat Endeksi (Tar\u0131m-GFE) ile a\u011fustos ay\u0131 Yurt D\u0131\u015f\u0131 \u00dcretici Fiyat Endeksi\u2019nin (YD-\u00dcFE) a\u00e7\u0131klanaca\u011f\u0131 aktar\u0131ld\u0131. Tar\u0131m-GFE\u2019nin haziranda ayl\u0131k y\u00fczde 0,92 gerilerken y\u0131ll\u0131k y\u00fczde 32,06 artt\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. Tar\u0131msal girdi maliyetlerindeki seyrin, g\u0131da fiyatlar\u0131 \u00fczerindeki maliyet bask\u0131lar\u0131n\u0131n izlenmesi a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
YD-\u00dcFE\u2019nin temmuzda ayl\u0131k y\u00fczde 2,51, y\u0131ll\u0131k y\u00fczde 29,67 artt\u0131\u011f\u0131 belirtilirken, a\u011fustos verisinde d\u00f6viz kuru ve enerji maliyetlerindeki geli\u015fmelerin ihracata y\u00f6nelik \u00fcretim maliyetlerine yans\u0131mas\u0131n\u0131n takip edilece\u011fi aktar\u0131ld\u0131.<\/p>\n
Ayn\u0131 g\u00fcn T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) eyl\u00fcl ay\u0131 Reel Kesim G\u00fcven Endeksi\u2019ni (RKGE) yay\u0131mlayaca\u011f\u0131 belirtilerek, mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f RKGE\u2019nin a\u011fustosta bir \u00f6nceki aya g\u00f6re 1,2 puan artarak 102,4 seviyesine y\u00fckseldi\u011fi hat\u0131rlat\u0131ld\u0131. Gelecek \u00fc\u00e7 aya ili\u015fkin ihracat sipari\u015fleri ve \u00fcretim hacmi beklentilerinin endeksi destekledi\u011fi, genel gidi\u015fata ili\u015fkin de\u011ferlendirmelerin ise olumsuz katk\u0131 verdi\u011fi ifade edildi.<\/p>\n
Sal\u0131 g\u00fcn\u00fc eyl\u00fcl ay\u0131 T\u00fcketici G\u00fcven Endeksi\u2019nin a\u00e7\u0131klanaca\u011f\u0131 aktar\u0131ld\u0131. Endeksin a\u011fustosta ayl\u0131k y\u00fczde 1 artarak 90,8 seviyesine y\u00fckseldi\u011fi ve \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc ay iyile\u015fme g\u00f6sterdi\u011fi belirtildi. Buna kar\u015f\u0131n endeksin 100 e\u015fik de\u011ferinin alt\u0131nda kalmas\u0131n\u0131n t\u00fcketici taraf\u0131nda temkinli g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi kaydedildi.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc eyl\u00fcl ay\u0131 Sekt\u00f6rel Enflasyon Beklentileri Raporu\u2019nun yay\u0131mlanaca\u011f\u0131 ifade edildi. A\u011fustosta 12 ay sonras\u0131 y\u0131ll\u0131k enflasyon beklentisinin piyasa kat\u0131l\u0131mc\u0131lar\u0131nda 0,26 puan azalarak y\u00fczde 23,69\u2019a geriledi\u011fi, reel sekt\u00f6rde 0,30 puan art\u0131\u015fla y\u00fczde 32,80\u2019e ve hanehalk\u0131nda 0,64 puan art\u0131\u015fla y\u00fczde 45,58\u2019e y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Per\u015fembe g\u00fcn\u00fc eyl\u00fcl ay\u0131 Hizmet, Perakende Ticaret ve \u0130n\u015faat G\u00fcven Endekslerinin a\u00e7\u0131klanaca\u011f\u0131 belirtildi. A\u011fustosta hizmet sekt\u00f6r\u00fc g\u00fcven endeksinin ayl\u0131k y\u00fczde 0,1 azalarak 111,9\u2019a, perakende ticaret sekt\u00f6r\u00fc g\u00fcven endeksinin y\u00fczde 0,8 azalarak 110,1\u2019e ve in\u015faat sekt\u00f6r\u00fc g\u00fcven endeksinin y\u00fczde 0,4 gerileyerek 83,1\u2019e d\u00fc\u015ft\u00fc\u011f\u00fc ifade edildi.<\/p>\n
BIST-100 Endeksi\u2019nin haftal\u0131k teknik g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmede ise endeksin ge\u00e7ti\u011fimiz haftay\u0131 y\u00fczde 8,18 d\u00fc\u015f\u00fc\u015fle 13.284 puandan tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131. Endeksin hafta i\u00e7inde 12.817-14.355 puan aral\u0131\u011f\u0131nda hareket etti\u011fi belirtilirken, yukar\u0131 y\u00f6nl\u00fc hareketlerde y\u00fckselen trend direnci olan 13.985 seviyesinin, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ise yatay destek konumundaki 12.600 seviyesinin izlenebilece\u011fi ifade edildi.<\/p>\n
Borsa \u0130stanbul\u2019da ge\u00e7ti\u011fimiz hafta \u00f6ne \u00e7\u0131kan sekt\u00f6rlere ili\u015fkin de\u011ferlendirmede, g\u00f6sterge endeksin y\u00fczde 8,18 geriledi\u011fi ve t\u00fcm sekt\u00f6r endekslerinin haftay\u0131 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131\u011f\u0131 belirtildi. XBLSM endeksinin y\u00fczde 24,02 ile en fazla gerileyen sekt\u00f6r endeksi oldu\u011fu, XSGRT endeksinin ise y\u00fczde 2,58 d\u00fc\u015f\u00fc\u015fle en s\u0131n\u0131rl\u0131 gerileyen sekt\u00f6r endeksi olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 21 Eyl\u00fcl (Hibya) – Piramit Menkul De\u011ferler, bu hafta k\u00fcresel piyasalarda eyl\u00fcl ay\u0131 \u00f6nc\u00fc PMI verilerinin, yurt i\u00e7inde ise makroekonomik veriler ile fon piyasas\u0131ndaki geli\u015fmeler ve d\u00fczenleyici tedbirlerin Borsa \u0130stanbul \u00fczerindeki etkilerinin takip edilece\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":153216,"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-153215","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\/153215","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=153215"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/153215\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/153216"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=153215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=153215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=153215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"