Halk Yat\u0131r\u0131m\u2019\u0131n raporunda ABD piyasalar\u0131n\u0131n, zay\u0131f ADP verisinin Fed\u2019in gelecek hafta faiz indirimine gidece\u011fi beklentisini g\u00fc\u00e7lendirmesiyle g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131\u011f\u0131 belirtildi.<\/p>\n
ADP taraf\u0131ndan yay\u0131mlanan \u00f6zel sekt\u00f6r istihdam verisinin Kas\u0131m\u2019da 32 bin azald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n, Fed\u2019in 10 Aral\u0131k toplant\u0131s\u0131nda faiz indirimine gidilece\u011fi y\u00f6n\u00fcndeki fiyatlamalar\u0131 g\u00fc\u00e7lendirdi\u011fi aktar\u0131lan raporunda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cCME FedWatch\u2019e g\u00f6re olas\u0131l\u0131k y\u00fczde 89 seviyesine y\u00fckseldi. Bu g\u00f6r\u00fcn\u00fcm \u00f6zellikle bankac\u0131l\u0131k ve finans hisselerinde belirgin al\u0131m getirirken, yat\u0131r\u0131mc\u0131lar daha d\u00fc\u015f\u00fck faiz ortam\u0131n\u0131n kredi b\u00fcy\u00fcmesini destekleyebilece\u011fini de\u011ferlendiriyor.<\/p>\n
Buna kar\u015f\u0131n teknoloji taraf\u0131nda dalgal\u0131 seyir hakimdi. Microsoft\u2019un yapay zeka odakl\u0131 yaz\u0131l\u0131m sat\u0131\u015f kotalar\u0131n\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fc y\u00f6n\u00fcndeki haberler hissede y\u00fczde 2,5\u2019e yak\u0131n kay\u0131p yarat\u0131rken, \u015firketin iddiay\u0131 reddetmesi kay\u0131plar\u0131 s\u0131n\u0131rlad\u0131. Nvidia, Broadcom ve Micron gibi AI zincirindeki di\u011fer \u015firketler de Microsoft kaynakl\u0131 bask\u0131dan etkilendi. Piyasa, AI temal\u0131 hisselerde fiyatlamalar\u0131n farkl\u0131la\u015fmaya ba\u015flad\u0131\u011f\u0131n\u0131 izliyoruz. Veri merkezi yat\u0131r\u0131mlar\u0131n\u0131n finansman\u0131 i\u00e7in artan bor\u00e7lanma da yat\u0131r\u0131mc\u0131lar\u0131n dikkatle izledi\u011fi bir risk unsuru olarak \u00f6ne \u00e7\u0131kmaya devam etti.<\/p>\n
Bunun yan\u0131nda, Bitcoin haftan\u0131n ilk yar\u0131s\u0131ndaki sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan toparlanarak 93.000 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Marvell Technology\u2019nin veri merkezi odakl\u0131 b\u00fcy\u00fcme beklentileri hissede y\u00fczde 8'e yak\u0131n bir ralli yarat\u0131rken, American Eagle Outfitters\u2019\u0131n y\u0131l sonu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yukar\u0131 revize etmesi perakende taraf\u0131nda g\u00fc\u00e7l\u00fc performans\u0131 destekledi. Genel olarak piyasalarda y\u00f6n\u00fc belirleyen temel unsur Fed\u2019e ili\u015fkin beklentiler olmaya devam ederken, faiz indiriminin ger\u00e7ekle\u015fmemesi durumunda k\u0131sa vadeli volatilitenin artabilece\u011fine y\u00f6nelik uyar\u0131lar \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Makro veri taraf\u0131nda; Eyl\u00fcl ay\u0131 sanayi \u00fcretimi, hizmet PMI ve ISM hizmet verilerinin yan\u0131 s\u0131ra, Kas\u0131m ay\u0131 ADP istihdam de\u011fi\u015fimi verisi ve Eyl\u00fcl ay\u0131 ihracat-ithalat fiyat endeksi verileri takip edildi. Sanayi \u00fcretimi verisi, beklentilere paralel olarak y\u00fczde 0,1 seviyesinde ger\u00e7ekle\u015fti. Hizmet PMI verisi beklentilerin 0,9 puan \u00fcst\u00fcnde 55,0 seviyesinde ger\u00e7ekle\u015firken, ISM hizmetler endeksi verisi beklentilerin 0,6 alt\u0131nda 52,0 sevyesinde ger\u00e7ekle\u015fti. ADP istihdam de\u011fi\u015fimi verisi hat\u0131rlanaca\u011f\u0131 \u00fczere 10.000 seviyesinde bulunuyordu. Veri, beklentilerin olduk\u00e7a alt\u0131nda, -32.000 seviyesinde ger\u00e7ekle\u015fti. \u0130hracat fiyat endeksi ise s\u0131ras\u0131yla ayl\u0131k ve y\u0131ll\u0131k bazda y\u00fczde 0,1 ve y\u00fczde 0,4 seviyelerinde ger\u00e7ekle\u015fti.<\/p>\n
Dow Jones endeksi y\u00fczde 0,86 y\u00fckseli\u015fle 47,882.90 seviyesinden, S&P 500 endeksi y\u00fczde 0,30 de\u011fer art\u0131\u015f\u0131yla 6.849,72 seviyesinden kapand\u0131. Nasdaq endeksi de y\u00fczde 0,17 y\u00fckselerek, 23.454,09 puandan g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
Asya piyasalar\u0131 bu sabah pozitif seyir izliyor. Japonya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde b\u00f6lge genelinde al\u0131mlar g\u00fc\u00e7lenirken, ABD\u2019den gelen zay\u0131f istihdam verisinin ard\u0131ndan swap fiyatlamalar\u0131n\u0131n Fed\u2019in Aral\u0131k toplant\u0131s\u0131nda faiz indirimine gidilebilece\u011fine dair olu\u015fturdu\u011fu g\u00fc\u00e7l\u00fc beklenti risk i\u015ftah\u0131n\u0131 destekliyor. Nikkei endeksi y\u00fczde 2\u2019nin \u00fczerinde y\u00fckselerek b\u00f6lgede ayr\u0131\u015ft\u0131. Bu hareket ayn\u0131 zamanda yen \u00fczerindeki bask\u0131n\u0131n azalmas\u0131yla BOJ\u2019un daha uzun s\u00fcre destekleyici kalabilece\u011fi alg\u0131s\u0131n\u0131 da g\u00fc\u00e7lendirdi.<\/p>\n
Japonya\u2019n\u0131n 30 y\u0131ll\u0131k tahvil ihalesinde 2019\u2019dan bu yana en y\u00fcksek talebin gelmesi, son haftalarda h\u0131zlanan getiri art\u0131\u015f\u0131na ra\u011fmen uzun vadeli ka\u011f\u0131tlara olan i\u015ftah\u0131n korundu\u011funu g\u00f6steriyor. G\u00fcney Kore ve Tayvan endeksleri ise teknoloji hisselerindeki dengelenmeyle hafif gerilerken, \u00c7in taraf\u0131nda yuan\u0131n sabitlenmesine y\u00f6nelik ad\u0131mlar ve jeopolitik belirsizlikler risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131. B\u00f6lge genelinde hareketler \u0131l\u0131ml\u0131 kalsa da, Fed\u2019in artan faiz indirim beklentileri Asya varl\u0131klar\u0131nda temkinli bir iyimserli\u011fi beraberinde getiriyor.<\/p>\n
ABD vadelilerinde bu sabah kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm izleniyor.<\/p>\n
Bug\u00fcn ABD taraf\u0131nda, veri ak\u0131\u015f\u0131n\u0131n sakin seyredecek olmas\u0131n\u0131n yan\u0131 s\u0131ra, Fed \u00dcyesi Bowman\u2019\u0131n konu\u015fmas\u0131 takip edilecek. \u00d6te yandan Euro B\u00f6lgesi\u2019nde AMB \u00dcyesi Kocher\u2019in konu\u015fmas\u0131yla birlikte, perakende sat\u0131\u015flar verisini takip ediyor olaca\u011f\u0131z. Verinin, ayl\u0131k ve y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 0,3 ve y\u00fczde 0,5 art\u0131\u015f g\u00f6stermesi bekleniyor.<\/p>\n
Yar\u0131n ABD taraf\u0131nda; ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksi ve Michigan \u00dcniversitesi t\u00fcketici hissiyat\u0131 verileri takip edilecek. Ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksi Eyl\u00fcl ay\u0131 verisi i\u00e7in, ayl\u0131k ve y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 0,3 ve y\u00fczde 2,8 seviyesinde ger\u00e7ekle\u015fmesi beklenirken, \u00e7ekirdek tarafta piyasa beklentisi ayl\u0131k ve y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 0,2 ve y\u00fczde 2,8 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Michigan \u00dcniversitesi Aral\u0131k ay\u0131 \u00f6nc\u00fc verisine y\u00f6nelik piyasa beklentisi, 1,0 puan art\u0131\u015fla 52,0 seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde bulunuyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 4 Aral\u0131k (Hibya) \u2013 Halk Yat\u0131r\u0131m, ABD vadelilerinde bu sabah kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm\u00fcn izlendi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":15353,"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-15352","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\/15352","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=15352"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15352\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15353"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15352"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15352"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"