A1 Capital\u2019in raporunda \u201cUkrayna'n\u0131n Rusya'n\u0131n orta kesimindeki Tambov b\u00f6lgesindeki Druzhba petrol boru hatt\u0131n\u0131 vurmas\u0131 ki Rus petrol\u00fcn\u00fc Macaristan ve Slovakya'ya g\u00f6nderen boru hatt\u0131na y\u00f6nelik be\u015finci sald\u0131r\u0131 oldu potansiyel arz k\u0131s\u0131tlamalar\u0131na i\u015faret etmesi ve bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin durmas\u0131yla petrol fiyatlar\u0131 y\u00fckseldi. Ancak zay\u0131f temel g\u00f6stergeler kazan\u0131mlar\u0131 s\u0131n\u0131rl\u0131 tuttu.\u201d ifadesine yer verildi.<\/p>\n
Brent ham petrol\u00fc y\u00fczde 0,38 art\u0131\u015fla 62,91 dolara y\u00fckselirken, ABD Bat\u0131 Teksas petrol\u00fcn\u00fcn y\u00fczde 0,49 art\u0131\u015fla 59,24 dolardan i\u015flem g\u00f6rd\u00fc\u011f\u00fc aktar\u0131lan raporda \u015funlar kaydedildi:<\/p>\n
\u201cDaha \u00f6nce, sava\u015f\u0131n sona erece\u011fi beklentisi fiyatlar\u0131n d\u00fc\u015fmesine neden olmu\u015ftu. Zira piyasalar, Rusya'ya y\u00f6nelik yapt\u0131r\u0131mlar\u0131n kald\u0131r\u0131lmas\u0131n\u0131 ve Rus petrol\u00fcn\u00fcn zaten a\u015f\u0131r\u0131 arza sahip olan k\u00fcresel pazara geri d\u00f6nmesini \u00f6ng\u00f6ren bir anla\u015fman\u0131n yap\u0131lmas\u0131n\u0131 bekliyordu.<\/p>\n
ABD Ba\u015fkan\u0131 Trump'\u0131n temsilcilerinin Kremlin'le yap\u0131lan bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinden sava\u015f\u0131n sona erdirilmesine y\u00f6nelik somut bir ilerleme kaydedemeden \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan, Ukrayna'ya y\u00f6nelik bar\u0131\u015f plan\u0131ndaki ilerlemenin durdu\u011fu alg\u0131s\u0131 petrol ve gaz ya\u011f\u0131 \u00fcretimini ve de fiyatlar\u0131n\u0131 etkiliyor. Trump, \u015fu anda ne olaca\u011f\u0131n\u0131n belirsiz oldu\u011funu s\u00f6yledi.<\/p>\n
ABD'de \u00f6zel sekt\u00f6r istihdam\u0131, k\u00fc\u00e7\u00fck i\u015fletmelerin i\u015ften \u00e7\u0131karmalar\u0131yla Kas\u0131m ay\u0131nda iki bu\u00e7uk y\u0131ldan uzun s\u00fcredir g\u00f6r\u00fclen en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f\u00fc kaydetti. ADP raporuna g\u00f6re, \u00f6zel istihdam, Ekim ay\u0131nda 47.000'lik yukar\u0131 y\u00f6nl\u00fc revize edilmi\u015f art\u0131\u015f\u0131n ard\u0131ndan ge\u00e7en ay 32.000 i\u015f azalarak Mart 2023'ten bu yana en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetti. Ancak bu zay\u0131fl\u0131k, son h\u00fck\u00fcmet verilerinin hala d\u00fc\u015f\u00fck i\u015ften \u00e7\u0131karma oranlar\u0131na i\u015faret etmesiyle, i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n sa\u011fl\u0131\u011f\u0131n\u0131 do\u011fru bir \u015fekilde yans\u0131tm\u0131yor.<\/p>\n
Tedarik Y\u00f6netimi Enstit\u00fcs\u00fc'n\u00fcn ayr\u0131 bir anketi, hizmet sekt\u00f6r\u00fc istihdam\u0131n\u0131n Kas\u0131m ay\u0131nda darald\u0131\u011f\u0131n\u0131 g\u00f6sterse de, d\u00fc\u015f\u00fc\u015f h\u0131z\u0131 \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc ayda yava\u015flad\u0131. ISM'nin imalat d\u0131\u015f\u0131 PMI'\u0131 ge\u00e7en ay Ekim ay\u0131ndaki 52,4 seviyesinden neredeyse hi\u00e7 de\u011fi\u015fmeyerek 52,6 seviyesinde ger\u00e7ekle\u015fti. \u0130\u015fletmeler, tarifeleri ve ilgili g\u00fcmr\u00fck evraklar\u0131n\u0131 faaliyetlerine k\u0131s\u0131tlama olarak g\u00f6stermeye devam etti. H\u00fck\u00fcmetin kapanmas\u0131yla ba\u011flant\u0131l\u0131 hava trafi\u011fi aksamalar\u0131 da malzeme teslimatlar\u0131n\u0131 yava\u015flatt\u0131.<\/p>\n
ABD Merkez Bankas\u0131 yetkilileri, faiz oranlar\u0131na karar vermek \u00fczere gelecek hafta bir araya gelecekleri toplant\u0131s\u0131 \u00f6ncesi son duruma bakarsak; Merkez bankas\u0131n\u0131n faiz oranlar\u0131n\u0131 belirleyen Federal A\u00e7\u0131k Piyasa Komitesi'ndeki 12 oy hakk\u0131na sahip politika yap\u0131c\u0131s\u0131ndan be\u015fi, faiz oranlar\u0131n\u0131n daha fazla d\u00fc\u015f\u00fcr\u00fclmesine kar\u015f\u0131 olduklar\u0131n\u0131 veya \u015f\u00fcpheci olduklar\u0131n\u0131 dile getirirken, Washington merkezli Y\u00f6netim Kurulu'nun \u00fc\u00e7 \u00fcyesinden olu\u015fan \u00e7ekirdek bir grup faiz oranlar\u0131n\u0131n d\u00fc\u015f\u00fcr\u00fclmesini istiyor.<\/p>\n
ABD dolar\u0131, zay\u0131f ekonomik verilerin gelecek hafta FED'in faiz indirimine gitmesi y\u00f6n\u00fcndeki iddialar\u0131 g\u00fc\u00e7lendirmesinin ard\u0131ndan be\u015f haftan\u0131n en d\u00fc\u015f\u00fck seviyesi olan 98,919'da kald\u0131. Endeks, y\u0131l genelinde yakla\u015f\u0131k y\u00fczde 9 d\u00fc\u015f\u00fc\u015f kaydetti. Bu durum, yene destek olurken, euroyu da yakla\u015f\u0131k yedi haftan\u0131n en y\u00fcksek seviyesine ta\u015f\u0131d\u0131. Euro, Kas\u0131m ay\u0131nda Euro b\u00f6lgesindeki i\u015f faaliyetlerinin 30 ay\u0131n en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 g\u00f6sterdi\u011fini a\u00e7\u0131klayan verilerle, 17 Ekim'den bu yana en y\u00fcksek seviyeyi k\u0131rd\u0131ktan sonra 07.41 itibariyle 1,1674 dolarda sabit kald\u0131.<\/p>\n
Yat\u0131r\u0131mc\u0131lar ayr\u0131ca, Powell'\u0131n May\u0131s ay\u0131nda g\u00f6rev s\u00fcresinin sona ermesinin ard\u0131ndan Beyaz Saray ekonomi dan\u0131\u015fman\u0131 Kevin Hassett'in Fed Ba\u015fkanl\u0131\u011f\u0131'n\u0131 devralma olas\u0131l\u0131\u011f\u0131n\u0131 da de\u011ferlendiriyor. FT haberine g\u00f6re ise, Hassett'in atanmas\u0131n\u0131n dolara bask\u0131 yapabilece\u011fi, tahvil yat\u0131r\u0131mc\u0131lar\u0131, Hassett'in Trump'\u0131n tercihlerine uyum sa\u011flamak i\u00e7in faiz oranlar\u0131n\u0131 agresif bir \u015fekilde d\u00fc\u015f\u00fcrebilece\u011fi y\u00f6n\u00fcndeki endi\u015felerini ABD Hazine Bakanl\u0131\u011f\u0131'na iletilmi\u015f. CME FedWatch, yat\u0131r\u0131mc\u0131lar\u0131n gelecek hafta \u00e7eyrek puanl\u0131k bir faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 89 oldu\u011funu ve gelecek y\u0131l sonuna kadar 89 baz puanl\u0131k bir faiz indirimi beklendi\u011fini g\u00f6sterdi.<\/p>\n
Ve gelelim yurt i\u00e7ine.. Kas\u0131m ay\u0131nda T\u00dcFE enflasyonu, piyasa beklentisi olan y\u00fczde 1,25'\u00fcn ve bizim y\u00fczde 1,3 beklentimizin olduk\u00e7a alt\u0131nda kalarak y\u00fczde 0,87 seviyesinde ger\u00e7ekle\u015fince y\u0131ll\u0131k enflasyon oran\u0131 da Ekim\u2019de ki y\u00fczde 32,9'dan y\u00fczde 31,1'e geriledi. Beklentilerden daha iyi olan sonu\u00e7 a\u011f\u0131rl\u0131kl\u0131 olarak g\u0131da grubundan (G\u0131da enflasyonu Kas\u0131m ay\u0131nda y\u00fczde -0,69 seviyesinde ger\u00e7ekle\u015fti ki – \u0130\u015flenmemi\u015f g\u0131da, T\u00dc\u0130K'in T\u00dcFE sepetinin y\u00fczde 10'undan fazlas\u0131n\u0131 olu\u015fturdu\u011fundan bu segmentteki oynakl\u0131k enflasyon tahminini zorla\u015ft\u0131rmaya devam ediyor.) kaynakland\u0131.<\/p>\n
Verilerin yay\u0131nlanmas\u0131n\u0131n ard\u0131ndan, y\u0131l sonu enflasyon tahminimizi y\u00fczde 31,04'e d\u00fc\u015f\u00fcrd\u00fck; 2026 sonu projeksiyonumuz da ise y\u00fczde 24,7. Gelecek hafta yap\u0131lacak TCMB toplant\u0131s\u0131nda 100 puanl\u0131k indirim beklentimizi de 150 baz puana \u00e7\u0131kard\u0131k.\u201d<\/p>\n
<\/strong> \u0130stanbul, 4 Aral\u0131k (Hibya) \u2013 A1 Capital, verilerin yay\u0131nlanmas\u0131n\u0131n ard\u0131ndan, y\u0131l sonu enflasyon tahminlerini y\u00fczde 31,04’e d\u00fc\u015f\u00fcrd\u00fcklerini; 2026 sonu projeksiyonlar\u0131n\u0131n ise y\u00fczde 24,7 oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":15325,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-15324","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15324","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=15324"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15324\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15325"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"