A1 Capital\u2019in de\u011ferlendirmesine g\u00f6re, hisse senedi piyasalar\u0131 g\u00fc\u00e7l\u00fc ekonomik b\u00fcy\u00fcme ve \u015firket k\u00e2rl\u0131l\u0131klar\u0131n\u0131 fiyatlarken, tahvil piyasas\u0131nda y\u00fcksek enflasyon ve faizlerin daha uzun s\u00fcre y\u00fcksek kalabilece\u011fine ili\u015fkin beklentiler \u00f6ne \u00e7\u0131k\u0131yor. Bu g\u00f6r\u00fcn\u00fcm, \u00f6zellikle y\u00fcksek de\u011ferlemeli teknoloji hisselerinin tahvil faizlerine duyarl\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor.<\/p>\n
ABD vadeli i\u015flemlerinde sabah saatlerinde S&P 500 vadelisi yakla\u015f\u0131k y\u00fczde 0,2 gerilerken, Nasdaq vadelisi yataya yak\u0131n seyrediyor. Avrupa\u2019da Euro Stoxx 50 vadelisi y\u00fczde 0,4, DAX vadelisi y\u00fczde 0,3 ve FTSE vadelisi y\u00fczde 0,2 y\u00fckseliyor.<\/p>\n
ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,20, 30 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 5,52 civar\u0131nda bulunuyor. A1 Capital, 30 y\u0131ll\u0131k tahvil faizinin 2004 y\u0131l\u0131ndan bu yana g\u00f6r\u00fclen en y\u00fcksek seviyelere yakla\u015fmas\u0131n\u0131n piyasalar\u0131n Fed\u2019in faizleri daha uzun s\u00fcre y\u00fcksek tutabilece\u011fi beklentisini yans\u0131tt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Brent petrol\u00fcn fiyat\u0131 yakla\u015f\u0131k y\u00fczde 1,6 y\u00fckselirken, A1 Capital bu hareketi ABD ile \u0130ran aras\u0131ndaki g\u00f6r\u00fc\u015fmelerde devam eden anla\u015fmazl\u0131kla ili\u015fkilendirdi. Kurum, H\u00fcrm\u00fcz Bo\u011faz\u0131 ve enerji sevkiyatlar\u0131na ili\u015fkin geli\u015fmelerin petrol fiyatlar\u0131 \u00fczerinde etkili olmaya devam etti\u011fini kaydetti.<\/p>\n
Dolar Endeksi (DXY) 101,39 seviyesine y\u00fckselerek yakla\u015f\u0131k iki ay\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. Euro\/dolar paritesi 1,1380 seviyesinde bulunurken, euro eyl\u00fcl ay\u0131nda dolar kar\u015f\u0131s\u0131nda yakla\u015f\u0131k y\u00fczde 2 de\u011fer kaybetti.<\/p>\n
A1 Capital, dolar\u0131n seyrinde ABD ekonomisinin diren\u00e7li g\u00f6r\u00fcn\u00fcm\u00fc, Fed\u2019in faiz art\u0131r\u0131m beklentileri ve jeopolitik belirsizliklerin etkili oldu\u011funu belirtti.<\/p>\n
Ons alt\u0131n ise yakla\u015f\u0131k y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015fle 4.262 dolar seviyesinde i\u015flem g\u00f6r\u00fcyor. Kuruma g\u00f6re, y\u00fckselen ABD tahvil faizleri ve dolar, jeopolitik risklere ra\u011fmen alt\u0131n fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturuyor.<\/p>\n
Avrupa taraf\u0131nda Almanya\u2019n\u0131n a\u011fustos ay\u0131 perakende sat\u0131\u015f verileri ile Avrupa Merkez Bankas\u0131 (ECB) Y\u00f6netim Konseyi \u00fcyesi Machado\u2019nun a\u00e7\u0131klamalar\u0131 takip edilecek. A1 Capital, petrol fiyatlar\u0131n\u0131n seyri ile \u00fccretler ve hizmet enflasyonuna ili\u015fkin de\u011ferlendirmelerin Avrupa piyasalar\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Asya piyasalar\u0131nda ise haftaya kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcmle ba\u015fland\u0131. Japonya Nikkei 225 endeksi yakla\u015f\u0131k y\u00fczde 0,8 y\u00fckselirken, G\u00fcney Kore piyasalar\u0131 yakla\u015f\u0131k y\u00fczde 0,6 geriledi. Japonya hari\u00e7 MSCI Asya Pasifik endeksi de yakla\u015f\u0131k y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n
\u00c7in\u2019de ocak-a\u011fustos d\u00f6neminde sanayi \u015firketlerinin toplam k\u00e2r\u0131 y\u0131ll\u0131k y\u00fczde 15,7 artt\u0131. Ancak bu oran ocak-temmuz d\u00f6nemindeki y\u00fczde 17,6\u2019l\u0131k art\u0131\u015f\u0131n alt\u0131nda kald\u0131. Bilgisayar, ileti\u015fim ve elektronik ekipman \u00fcretiminde k\u00e2rlar iki kattan fazla artarken, otomotivde y\u00fczde 16, elektrikli makine sekt\u00f6r\u00fcnde y\u00fczde 5,2 ve demir-\u00e7elik sekt\u00f6r\u00fcnde y\u00fczde 62,4 d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc.<\/p>\n
A1 Capital, \u00c7in ekonomisine ili\u015fkin de\u011ferlendirmelerde 30 Eyl\u00fcl\u2019de a\u00e7\u0131klanacak eyl\u00fcl ay\u0131 PMI verilerinin \u00f6ne \u00e7\u0131kaca\u011f\u0131n\u0131 belirtti.<\/p>\n
BIST 100 endeksi cuma g\u00fcn\u00fcn\u00fc y\u00fczde 0,09 y\u00fckseli\u015fle 12.899 puandan tamamlarken, haftal\u0131k bazda yakla\u015f\u0131k y\u00fczde 3 de\u011fer kaybetti.<\/p>\n
A1 Capital, Borsa \u0130stanbul\u2019daki son d\u00f6nemdeki hareketlilikte fon piyasas\u0131ndaki nakit ihtiyac\u0131n\u0131n da etkili oldu\u011funu belirtti. Kurum, baz\u0131 fonlar\u0131n nakit \u00e7\u0131k\u0131\u015flar\u0131n\u0131 kar\u015f\u0131lamak amac\u0131yla daha likit hisselerde sat\u0131\u015f ger\u00e7ekle\u015ftirmesinin sat\u0131\u015f bask\u0131s\u0131n\u0131n endeks geneline yay\u0131lmas\u0131na neden oldu\u011funu ifade etti.<\/p>\n
Fon piyasas\u0131ndaki bask\u0131y\u0131 azaltmaya y\u00f6nelik olarak TCMB repo fonlamas\u0131n\u0131n 603 milyar TL\u2019ye kadar \u00e7\u0131kar\u0131lmas\u0131, bankalar\u0131n Bankalararas\u0131 Para Piyasas\u0131 bor\u00e7lanma limitlerinin art\u0131r\u0131lmas\u0131 ve kredili i\u015flemlerde ge\u00e7ici kolayl\u0131k sa\u011flanmas\u0131 gibi ad\u0131mlar at\u0131ld\u0131\u011f\u0131 belirtildi. Ayr\u0131ca 131 yat\u0131r\u0131m fonunun tasfiye edilmesine karar verildi\u011fi aktar\u0131ld\u0131.<\/p>\n
A1 Capital, bu \u00f6nlemlerin likidite bask\u0131s\u0131n\u0131 s\u0131n\u0131rlamaya y\u00f6nelik oldu\u011funu, yat\u0131r\u0131mc\u0131 g\u00fcveni ve fiyat olu\u015fumundaki normalle\u015fmenin ise zaman alabilece\u011fini de\u011ferlendirdi.<\/p>\n
BIST 100\u2019de 1 Ekim\u2019den itibaren ge\u00e7erli olacak endeks de\u011fi\u015fikliklerinin de haftan\u0131n g\u00fcndeminde olaca\u011f\u0131 belirtildi. Endekste yap\u0131lacak de\u011fi\u015fikliklerin baz\u0131 hisselerde fon sat\u0131\u015f ve al\u0131mlar\u0131na neden olabilece\u011fi, bu nedenle hisse baz\u0131nda farkl\u0131la\u015fmalar\u0131n takip edilece\u011fi kaydedildi.<\/p>\n
Haftan\u0131n geri kalan\u0131nda Euro B\u00f6lgesi \u00f6nc\u00fc enflasyonu, ABD \u00e7ekirdek PCE ve ISM verileri ile cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD tar\u0131m d\u0131\u015f\u0131 istihdam raporu piyasalar\u0131n g\u00fcndeminde olacak. A1 Capital\u2019in de\u011ferlendirmesine g\u00f6re, eyl\u00fcl ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n yakla\u015f\u0131k 85 bin ki\u015fi artmas\u0131 ve i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,1 seviyesinde kalmas\u0131 bekleniyor.<\/p>\n
<\/strong> \u0130stanbul, 28 Eyl\u00fcl (Hibya) – A1 Capital, k\u00fcresel piyasalarda y\u00fckselen petrol fiyatlar\u0131 ve g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn faizler \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 belirtti. <\/p>\n","protected":false},"author":1,"featured_media":157806,"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-157805","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\/157805","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=157805"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/157805\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/157806"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=157805"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=157805"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=157805"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"