Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re ABD piyasalar\u0131, \u0130ran ile devam eden g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n petrol fiyatlar\u0131na yans\u0131mas\u0131, g\u00fc\u00e7l\u00fc PMI verileri ve Fed yetkililerinden gelen \u015fahin mesajlar\u0131n tahvil faizlerinde son y\u0131llar\u0131n zirvelerinin g\u00f6r\u00fclmesini tetiklemesiyle g\u00fcn\u00fc sat\u0131c\u0131l\u0131 tamamlad\u0131.<\/p>\n
\u0130ran Cumhurba\u015fkan\u0131 Mesud Peze\u015fkiyan\u2019\u0131n diplomasi mesajlar\u0131na ra\u011fmen H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda serbest ge\u00e7i\u015f konusunda yapt\u0131\u011f\u0131 a\u00e7\u0131klamalar sonras\u0131nda Brent petrol y\u00fczde 4,38 y\u00fckselerek 103,60 dolara \u00e7\u0131kt\u0131. ABD\u2019de bile\u015fik PMI 2,4 puan art\u0131\u015fla 58,4\u2019e y\u00fckselerek Temmuz 2021\u2019den bu yana en y\u00fcksek seviyesine ula\u015f\u0131rken, hizmet PMI 58,7, imalat PMI ise 57 oldu.<\/p>\n
Halk Yat\u0131r\u0131m, g\u00fc\u00e7l\u00fc ekonomik aktivite ile y\u00fcksek maliyet bask\u0131lar\u0131n\u0131n birlikte s\u00fcrmesinin talep kaynakl\u0131 enflasyon bask\u0131lar\u0131n\u0131n kal\u0131c\u0131l\u0131\u011f\u0131na ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131n\u0131 aktard\u0131. Fed Y\u00f6netim Kurulu \u00dcyesi Michael Barr\u2019\u0131n ilave faiz art\u0131\u015flar\u0131na ihtiya\u00e7 duyulabilece\u011fi y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n da para politikas\u0131 beklentilerini etkiledi\u011fi belirtildi.<\/p>\n
ABD\u2019de 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,90 ile Haziran 2024\u2019ten, 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,10 ve 30 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,39 ile Temmuz 2007\u2019den bu yana en y\u00fcksek seviyelerine ula\u015ft\u0131. Be\u015f y\u0131ll\u0131k tahvil faizi de 70 milyar dolarl\u0131k ihalenin ard\u0131ndan ilk kez y\u00fczde 5\u2019i a\u015ft\u0131. Piyasa fiyatlamalar\u0131nda Fed\u2019in Aral\u0131k ay\u0131nda ikinci 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirece\u011fi beklentisinin s\u00fcrd\u00fc\u011f\u00fc, 2027 y\u0131l\u0131na ili\u015fkin faiz indirimi beklentilerinin ise mart ve hazirandan ocak ve nisana \u00e7ekildi\u011fi kaydedildi.<\/p>\n
S&P 500 y\u00fczde 0,71 d\u00fc\u015f\u00fc\u015fle 7.709,62, Nasdaq Composite y\u00fczde 1,13 d\u00fc\u015f\u00fc\u015fle 26.936,04 ve Dow Jones y\u00fczde 0,68 d\u00fc\u015f\u00fc\u015fle 51.512,42 seviyesinden g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
Asya piyasalar\u0131nda da tahvil faizlerindeki y\u00fckseli\u015f ve y\u00fcksek enerji maliyetlerinin etkisiyle sat\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirten Halk Yat\u0131r\u0131m, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,11 civar\u0131nda dengelendi\u011fini aktard\u0131. Japonya\u2019da 10 y\u0131ll\u0131k tahvil faizi 8 baz puan art\u0131\u015fla y\u00fczde 3,06\u2019ya y\u00fckselirken, MSCI Asya Japonya hari\u00e7 endeksi y\u00fczde 0,64, Avustralya S&P\/ASX 200 ise y\u00fczde 1,2 geriledi. Brent petrol 102,05 dolar, WTI ham petrol ise 91,48 dolar seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
K\u00fcresel tarafta bug\u00fcn ABD\u2019de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, yeni konut sat\u0131\u015flar\u0131 ve Kansas City Fed imalat aktivite endeksi izlenecek. Ayr\u0131ca ABD Ba\u015fkan\u0131 Donald Trump ile \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping aras\u0131ndaki g\u00f6r\u00fc\u015fmenin Washington\u2019da ger\u00e7ekle\u015ftirilmesi bekleniyor. Halk Yat\u0131r\u0131m, yar\u0131n ABD\u2019de dayan\u0131kl\u0131 mal sipari\u015fleri ile Michigan \u00dcniversitesi t\u00fcketici g\u00fcveni verilerinin takip edilece\u011fini belirtti.<\/p>\n
Yurt i\u00e7inde BIST 100 endeksi g\u00fcne y\u00fczde 0,35 d\u00fc\u015f\u00fc\u015fle 13.152,37 puandan ba\u015flad\u0131ktan sonra 13.357,33 seviyesini test etti ve g\u00fcn\u00fc y\u00fczde 0,40 art\u0131\u015fla 13.251,85 puandan tamamlad\u0131. Bankac\u0131l\u0131k endeksi y\u00fczde 0,10, sanayi endeksi y\u00fczde 0,57 y\u00fckseldi. Endekste i\u015flem hacmi 133,20 milyar TL ile 26 Haziran\u2019dan bu yana en d\u00fc\u015f\u00fck seviyede ger\u00e7ekle\u015fti. Halk Yat\u0131r\u0131m, k\u00fcresel tahvil faizlerindeki y\u00fckseli\u015f nedeniyle endeksin g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flamas\u0131n\u0131n beklendi\u011fini, yurt i\u00e7inde ise veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011funu bildirdi. Yar\u0131n yabanc\u0131 turist giri\u015fleri verisinin izlenece\u011fi kaydedildi.<\/p>\n
Tahvil ve d\u00f6viz piyasalar\u0131nda ABD 10 y\u0131ll\u0131k tahvil faizi 9 baz puan art\u0131\u015fla y\u00fczde 5,06\u2019ya, Almanya 10 y\u0131ll\u0131k tahvil faizi 8 baz puan art\u0131\u015fla y\u00fczde 3,53\u2019e y\u00fckseldi. T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k CDS primi 240 baz puan seviyesinde i\u015flem g\u00f6r\u00fcrken, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond faizi 9 baz puan art\u0131\u015fla y\u00fczde 7,54 oldu. Dolar Endeksi 101,047 seviyesine y\u00fckselirken, Euro\/Dolar paritesi 1,1393\u2019e geriledi. Dolar\/TL ise 48,83 seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
Yurt i\u00e7inde 2 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 5 baz puan art\u0131\u015fla y\u00fczde 39,68\u2019e y\u00fckselirken, 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi y\u00fczde 35,08 seviyesinde sabit kald\u0131. BIST Kesin Al\u0131m Sat\u0131m Pazar\u0131 i\u015flem hacmi 14,3 milyar TL\u2019ye geriledi.<\/p>\n
Halk Yat\u0131r\u0131m, Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan\u2019\u0131n New York\u2019ta ABD\u2019li \u015firket y\u00f6neticileriyle ger\u00e7ekle\u015ftirdi\u011fi g\u00f6r\u00fc\u015fmede T\u00fcrkiye\u2019nin dezenflasyon program\u0131 ile para ve maliye politikas\u0131ndaki s\u0131k\u0131 duru\u015fun korunaca\u011f\u0131 mesaj\u0131n\u0131 verdi\u011fini aktard\u0131. Erdo\u011fan\u2019\u0131n yat\u0131r\u0131m a\u00e7\u0131s\u0131ndan tedarik zincirleri, enerji yollar\u0131 ve ticaret koridorlar\u0131, b\u00f6lgedeki yeniden imar ihtiyac\u0131, savunma ve ileri teknoloji alanlar\u0131n\u0131 \u00f6ne \u00e7\u0131kard\u0131\u011f\u0131 belirtildi. Toplant\u0131da Boeing-THY u\u00e7ak anla\u015fmas\u0131, Netflix\u2019in T\u00fcrkiye\u2019deki yat\u0131r\u0131m plan\u0131, k\u00fc\u00e7\u00fck mod\u00fcler n\u00fckleer reakt\u00f6rler, dijital hizmetler vergisi, \u00f6deme sistemleri, savunma sanayii ve kritik minerallerin de g\u00fcndeme geldi\u011fi kaydedildi. \u0130leti\u015fim Ba\u015fkanl\u0131\u011f\u0131 da Erdo\u011fan\u2019\u0131n T\u00fcrkiye-ABD ekonomik i\u015fbirli\u011finin geli\u015ftirilmesine y\u00f6nelik mesajlar verdi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n
Halk Yat\u0131r\u0131m, T\u00fcrkiye ekonomisinde fiyat istikrar\u0131, mali disiplin, s\u00fcrd\u00fcr\u00fclebilir d\u0131\u015f denge ve yap\u0131sal d\u00f6n\u00fc\u015f\u00fcm\u00fcn temel \u00f6ncelikler oldu\u011funu aktard\u0131. Raporda, y\u0131l sonu enflasyonunun yakla\u015f\u0131k y\u00fczde 28, b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131n milli gelire oran\u0131n\u0131n y\u00fczde 3,1 seviyesinde ger\u00e7ekle\u015fmesinin beklendi\u011fi ve 2027\u2019nin dezenflasyon a\u00e7\u0131s\u0131ndan daha g\u00fc\u00e7l\u00fc bir y\u0131l olmas\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n Eyl\u00fcl ay\u0131 beklenti verilerine g\u00f6re 12 ay sonras\u0131 y\u0131ll\u0131k enflasyon beklentisi piyasa kat\u0131l\u0131mc\u0131lar\u0131nda y\u00fczde 23,70, hanehalk\u0131nda y\u00fczde 45,60 ve reel sekt\u00f6rde y\u00fczde 32,50 olarak ger\u00e7ekle\u015fti. Hanehalk\u0131n\u0131n en y\u00fcksek fiyat art\u0131\u015f\u0131 bekledi\u011fi gruplar g\u0131da ile yak\u0131t ve enerji olurken, konut fiyatlar\u0131ndaki art\u0131\u015f beklentisi y\u00fczde 30,69\u2019a geriledi. 12 ay sonras\u0131 dolar\/TL beklentisi 55,90 TL\u2019ye y\u00fckselirken, alt\u0131n\u0131 yat\u0131r\u0131m arac\u0131 olarak tercih edenlerin oran\u0131 y\u00fczde 43\u2019e \u00e7\u0131kt\u0131. TCMB\u2019nin Eyl\u00fcl verileri 23 Eyl\u00fcl\u2019de yay\u0131mland\u0131.<\/p>\n
OECD\u2019nin T\u00fcrkiye\u2019nin 2026 b\u00fcy\u00fcme tahminini y\u00fczde 2,7\u2019ye, 2027 tahminini y\u00fczde 3,6\u2019ya indirdi\u011fi aktar\u0131ld\u0131. Kurumun 2026 ve 2027 enflasyon beklentilerinin s\u0131ras\u0131yla y\u00fczde 31,5 ve y\u00fczde 24,7 oldu\u011fu belirtildi.<\/p>\n
Yurt i\u00e7i g\u00fcndemde ayr\u0131ca Mali Eylem G\u00f6rev G\u00fcc\u00fc\u2019n\u00fcn T\u00fcrkiye\u2019ye ili\u015fkin 5\u2019inci Tur Kar\u015f\u0131l\u0131kl\u0131 De\u011ferlendirme Raporu, Hazine ve Maliye Bakanl\u0131\u011f\u0131\u2019n\u0131n 10 y\u0131l vadeli ABD dolar\u0131 cinsinden ESG tahvili ihrac\u0131 i\u00e7in bankalara verdi\u011fi yetki ve Sermaye Piyasas\u0131 Kurulu\u2019nun tasfiye edilen 131 fonda 455 bin 758 tekil yat\u0131r\u0131mc\u0131 bulundu\u011funa ili\u015fkin a\u00e7\u0131klamas\u0131 yer ald\u0131.<\/p>\n
Yurt d\u0131\u015f\u0131 g\u00fcndemde \u0130ran Ulusal G\u00fcvenlik Y\u00fcksek Konseyi Genel Sekreteri\u2019nin H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131 i\u00e7in \u0130ran\u2019\u0131n sundu\u011fu \u015fartlara ili\u015fkin a\u00e7\u0131klamas\u0131 ve Birle\u015fik Arap Emirlikleri Merkez Bankas\u0131\u2019n\u0131n Bank Melli\u2019nin \u0130ran ile finansal i\u015flemlerini yasaklamas\u0131 \u00f6ne \u00e7\u0131kt\u0131. K\u00fcresel borcun 2026\u2019n\u0131n ilk yar\u0131s\u0131nda 10 trilyon dolardan fazla artarak 365,5 trilyon dolara ula\u015ft\u0131\u011f\u0131, borcun GSYH\u2019ye oran\u0131n\u0131n ise yakla\u015f\u0131k y\u00fczde 310 seviyesinde bulundu\u011fu belirtildi.<\/p>\n
\u015eirketler taraf\u0131nda Aselsan ile Roketsan aras\u0131nda hava savunma sistemlerine y\u00f6nelik alt bile\u015fenlerin tedariki kapsam\u0131nda 1,23 milyar euro tutar\u0131nda s\u00f6zle\u015fme imzaland\u0131\u011f\u0131 aktar\u0131ld\u0131. T\u00fcrk Telekom\u2019un 23 Eyl\u00fcl\u2019de 375 bin adet pay geri ald\u0131\u011f\u0131 ve toplam geri al\u0131nan pay say\u0131s\u0131n\u0131n 875 bine ula\u015ft\u0131\u011f\u0131 belirtildi. T\u00fcrk Hava Yollar\u0131\u2019n\u0131n 2033-2037 y\u0131llar\u0131 aras\u0131nda teslim edilmek \u00fczere Boeing\u2019den 100\u2019\u00fc kesin, 50\u2019si opsiyon olmak \u00fczere toplam 150 adet B737 MAX tipi u\u00e7ak alma karar\u0131 ald\u0131\u011f\u0131 kaydedildi. Emlak Konut\u2019un ise ortalama 19,93 TL fiyattan 450 bin adet pay geri ald\u0131\u011f\u0131 ve toplam geri al\u0131nan pay say\u0131s\u0131n\u0131n 5 milyon adede ula\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
Halk Yat\u0131r\u0131m verilerine g\u00f6re BIST 100\u2019\u00fcn cari F\/K \u00e7arpan\u0131 10,43x seviyesinde bulunurken, XBANK PD\/DD \u00e7arpan\u0131 1,10x ve XUSIN F\/K \u00e7arpan\u0131 14,84x olarak hesapland\u0131. BIST 100\u2019\u00fcn son \u00fc\u00e7 ayl\u0131k ve son bir y\u0131ll\u0131k ortalama F\/K seviyelerine s\u0131ras\u0131yla y\u00fczde 12 ve y\u00fczde 12,2 uzakl\u0131kta oldu\u011fu belirtildi.<\/p>\n
Halk Yat\u0131r\u0131m\u2019\u0131n haftal\u0131k veri takviminde bug\u00fcn ABD\u2019de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, devam eden ba\u015fvurular, yeni konut sat\u0131\u015flar\u0131 ve Kansas City Fed imalat aktivite endeksi; yar\u0131n ise T\u00fcrkiye\u2019de yabanc\u0131 turist giri\u015fleri ile ABD\u2019de dayan\u0131kl\u0131 mal sipari\u015fleri ve Michigan \u00dcniversitesi t\u00fcketici g\u00fcveni verileri yer al\u0131yor.<\/p>\n
<\/strong> \u0130stanbul, 24 Eyl\u00fcl (Hibya) – Halk Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan piyasa yorumunda, k\u00fcresel tahvil faizlerindeki y\u00fckseli\u015f e\u011filiminin etkisiyle BIST 100 endeksinin g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flamas\u0131n\u0131n beklendi\u011fi belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":155716,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-155715","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/155715","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=155715"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/155715\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/155716"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=155715"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=155715"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=155715"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"