Piramit Menkul K\u0131ymetler\u2019in de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda bu hafta ABD\u2019nin eyl\u00fcl ay\u0131 resmi istihdam raporu ve a\u011fustos ay\u0131 PCE enflasyon verileri \u00f6ne \u00e7\u0131kacak. Ayr\u0131ca Euro B\u00f6lgesi\u2019nin eyl\u00fcl ay\u0131 \u00f6nc\u00fc enflasyon verileri ile d\u00fcnya genelinde a\u00e7\u0131klanacak eyl\u00fcl ay\u0131 nihai imalat PMI verileri izlenecek.<\/p>\n
ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) eyl\u00fcl toplant\u0131s\u0131nda politika faizini 25 baz puan art\u0131rarak y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na y\u00fckseltmesinin ard\u0131ndan a\u00e7\u0131klanacak istihdam ve PCE verilerinin, y\u0131l\u0131n kalan d\u00f6nemine ili\u015fkin faiz beklentileri a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtildi. K\u00fcresel tahvil faizleri ve Orta Do\u011fu kaynakl\u0131 arz riskleri nedeniyle petrol fiyatlar\u0131n\u0131n seyri de takip edilecek.<\/p>\n
Cuma g\u00fcn\u00fc ABD\u2019nin eyl\u00fcl ay\u0131 resmi istihdam raporu a\u00e7\u0131klanacak. A\u011fustosta tar\u0131m d\u0131\u015f\u0131 istihdam 162 bin ki\u015fi artarken i\u015fsizlik oran\u0131 y\u00fczde 4,1 seviyesinde sabit kald\u0131. Ortalama saatlik kazan\u00e7lar ayl\u0131k y\u00fczde 0,3 artarken y\u0131ll\u0131k art\u0131\u015f y\u00fczde 3,1\u2019e geriledi.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak a\u011fustos ay\u0131 PCE enflasyon verileri de piyasalar\u0131n g\u00fcndeminde olacak. Temmuzda man\u015fet PCE ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k y\u00fczde 3,7; \u00e7ekirdek PCE ise ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k y\u00fczde 3,3 artt\u0131.<\/p>\n
Ayn\u0131 g\u00fcn ABD\u2019de eyl\u00fcl ay\u0131 ADP \u00f6zel sekt\u00f6r istihdam raporu ile ikinci \u00e7eyre\u011fe ili\u015fkin nihai b\u00fcy\u00fcme verisi a\u00e7\u0131klanacak. A\u011fustosta ADP \u00f6zel sekt\u00f6r istihdam\u0131 38 bin ki\u015fi artm\u0131\u015ft\u0131. ABD ekonomisinin ikinci \u00e7eyrekteki b\u00fcy\u00fcmesine ili\u015fkin ikinci tahmin y\u00fczde 1,5 olarak a\u00e7\u0131klanm\u0131\u015ft\u0131.<\/p>\n
Sal\u0131 g\u00fcn\u00fc ise a\u011fustos ay\u0131na ili\u015fkin JOLTs a\u00e7\u0131k i\u015f say\u0131s\u0131 ile eyl\u00fcl ay\u0131 Conference Board T\u00fcketici G\u00fcven Endeksi a\u00e7\u0131klanacak. JOLTs a\u00e7\u0131k i\u015f say\u0131s\u0131 temmuzda 7,27 milyon olurken, CB T\u00fcketici G\u00fcven Endeksi a\u011fustosta 89,4 seviyesine gerilemi\u015fti.<\/p>\n
K\u00fcresel PMI verileri takip edilecek<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc \u00c7in\u2019in eyl\u00fcl ay\u0131 resmi ve S&P Global PMI verileri a\u00e7\u0131klanacak. Per\u015fembe g\u00fcn\u00fc ise Japonya, Almanya, Euro B\u00f6lgesi, \u0130ngiltere ve ABD\u2019nin eyl\u00fcl ay\u0131 nihai imalat PMI verileri yay\u0131mlanacak.<\/p>\n
Cuma g\u00fcn\u00fc Euro B\u00f6lgesi\u2019nin eyl\u00fcl ay\u0131 \u00f6nc\u00fc T\u00dcFE verisi a\u00e7\u0131klanacak. A\u011fustosta y\u0131ll\u0131k enflasyon y\u00fczde 3,2, \u00e7ekirdek enflasyon ise y\u00fczde 2,4 seviyesinde ger\u00e7ekle\u015fmi\u015fti.<\/p>\n
Yurt i\u00e7i veri g\u00fcndemi<\/p>\n
Yurt i\u00e7inde sal\u0131 g\u00fcn\u00fc eyl\u00fcl ay\u0131 Ekonomik G\u00fcven Endeksi a\u00e7\u0131klanacak. Endeks a\u011fustosta ayl\u0131k y\u00fczde 0,8 art\u0131\u015fla 100,6 seviyesine y\u00fckselmi\u015fti.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc a\u011fustos ay\u0131 d\u0131\u015f ticaret istatistikleri, i\u015f g\u00fcc\u00fc istatistikleri ve Hizmet \u00dcretici Fiyat Endeksi (H-\u00dcFE) a\u00e7\u0131klanacak. Temmuzda ihracat y\u00fczde 2,9 art\u0131\u015fla 25,62 milyar dolar, ithalat y\u00fczde 5,1 art\u0131\u015fla 32,97 milyar dolar olmu\u015f, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 ise y\u00fczde 13,6 art\u0131\u015fla 7,34 milyar dolara y\u00fckselmi\u015fti.<\/p>\n
Temmuzda mevsim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f i\u015fsizlik oran\u0131 y\u00fczde 8,1\u2019e y\u00fckselirken gen\u00e7 n\u00fcfusta i\u015fsizlik y\u00fczde 14,5, at\u0131l i\u015f g\u00fcc\u00fc oran\u0131 y\u00fczde 30,6 olmu\u015ftu. H-\u00dcFE ise temmuzda ayl\u0131k y\u00fczde 3,94, y\u0131ll\u0131k y\u00fczde 32,77 artm\u0131\u015ft\u0131.<\/p>\n
Piramit Menkul K\u0131ymetler, fon piyasas\u0131nda son haftalarda ya\u015fanan geli\u015fmeler ile al\u0131nan d\u00fczenleyici tedbirlerin Borsa \u0130stanbul \u00fczerindeki etkilerinin de izlenece\u011fini belirtti.<\/p>\n
Ge\u00e7en hafta piyasalarda g\u00f6r\u00fcn\u00fcm<\/p>\n
K\u00fcresel hisse senedi piyasalar\u0131nda ge\u00e7en hafta kar\u0131\u015f\u0131k bir seyir izlendi. Asya\u2019da S&P\/ASX 200 y\u00fczde 0,76, CSI 300 y\u00fczde 1,51 ve Hang Seng y\u00fczde 0,97 gerilerken; Kospi y\u00fczde 2,71, Taiex y\u00fczde 1,79 ve Nikkei 225 y\u00fczde 2,07 y\u00fckseldi.<\/p>\n
Avrupa\u2019da FTSE 100 y\u00fczde 0,34, Stoxx Europe 600 y\u00fczde 0,50, DAX y\u00fczde 0,41 ve CAC 40 y\u00fczde 0,16 de\u011fer kazand\u0131. ABD\u2019de ise S&P 500 y\u00fczde 1,21, Nasdaq y\u00fczde 2,06 ve Dow Jones y\u00fczde 0,28 y\u00fckseldi.<\/p>\n
Dolar Endeksi (DXY) haftay\u0131 y\u00fczde 0,82 art\u0131\u015fla 101,034 puandan tamamlad\u0131. EUR\/USD paritesi y\u00fczde 0,83 d\u00fc\u015f\u00fc\u015fle 1,13902, USD\/JPY paritesi ise y\u00fczde 0,27 y\u00fckseli\u015fle 157,281 seviyesinden haftay\u0131 kapatt\u0131.<\/p>\n
ABD\u2019de iki y\u0131ll\u0131k tahvil faizi y\u00fczde 4,860, 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,167 seviyesinde ger\u00e7ekle\u015fti. Ons alt\u0131n y\u00fczde 2,13 d\u00fc\u015f\u00fc\u015fle 4.284 dolara gerilerken Brent petrol vadeli i\u015flemleri y\u00fczde 5,56 d\u00fc\u015f\u00fc\u015fle 97,61 dolara, WTI petrol vadeli i\u015flemleri ise y\u00fczde 3,15 d\u00fc\u015f\u00fc\u015fle 92,45 dolara indi.<\/p>\n
Yurt i\u00e7inde Borsa \u0130stanbul geriledi<\/p>\n
Borsa \u0130stanbul\u2019da BIST 100 endeksi ge\u00e7en hafta y\u00fczde 2,90 d\u00fc\u015f\u00fc\u015fle 12.899 puandan, BIST 30 endeksi ise y\u00fczde 1,45 d\u00fc\u015f\u00fc\u015fle 15.946 puandan haftay\u0131 tamamlad\u0131. Bankac\u0131l\u0131k endeksi y\u00fczde 0,84, s\u0131nai endeks y\u00fczde 4,50 de\u011fer kaybetti.<\/p>\n
Dolar\/TL 48,86, Euro\/TL 55,74 seviyesinden haftay\u0131 tamamlad\u0131. \u0130ki y\u0131ll\u0131k tahvil faizi y\u00fczde 36,86, 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 32,85 oldu.<\/p>\n
Yurt i\u00e7i g\u00fcven g\u00f6stergeleri<\/p>\n
T\u00fcketici G\u00fcven Endeksi eyl\u00fclde ayl\u0131k y\u00fczde 1,3 art\u0131\u015fla 91,89 seviyesine y\u00fckseldi. Endeks b\u00f6ylece art arda d\u00f6rd\u00fcnc\u00fc ay y\u00fckseldi ancak 100 seviyesinin alt\u0131nda kald\u0131.<\/p>\n
TCMB\u2019nin 12 ay sonras\u0131 y\u0131ll\u0131k enflasyon beklentisi piyasa kat\u0131l\u0131mc\u0131lar\u0131nda y\u00fczde 23,70\u2019e, hane halk\u0131nda y\u00fczde 32,50\u2019ye y\u00fckseldi. Reel sekt\u00f6r\u00fcn enflasyon beklentisi ise 0,30 puan azalarak y\u00fczde 32,50\u2019ye geriledi.<\/p>\n
Mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f Reel Kesim G\u00fcven Endeksi (RKGE) eyl\u00fclde 0,1 puan art\u0131\u015fla 102,5 seviyesine y\u00fckseldi. Mevsimsellikten ar\u0131nd\u0131r\u0131lmam\u0131\u015f RKGE ise 0,8 puan d\u00fc\u015f\u00fc\u015fle 102,0 oldu.<\/p>\n
Eyl\u00fcl ay\u0131nda hizmet sekt\u00f6r\u00fc g\u00fcven endeksi 111,9 seviyesinde sabit kal\u0131rken, perakende ticaret g\u00fcven endeksi y\u00fczde 1,1 art\u0131\u015fla 111,3\u2019e y\u00fckseldi. \u0130n\u015faat sekt\u00f6r\u00fc g\u00fcven endeksi ise y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle 83,0 seviyesine geriledi.<\/p>\n
Tar\u0131m-GFE temmuzda ayl\u0131k y\u00fczde 0,20, y\u0131ll\u0131k y\u00fczde 27,62 artt\u0131. YD-\u00dcFE ise a\u011fustosta ayl\u0131k y\u00fczde 3,61, y\u0131ll\u0131k y\u00fczde 32,60 y\u00fckseldi.<\/p>\n
\u0130stersen bunu bir sonraki a\u015famada daha k\u0131sa, ekonomi sitelerinde yay\u0131mlanacak \u201chaftan\u0131n g\u00fcndemi\u201d format\u0131na da indirebilirim.<\/p>\n
<\/strong> \u0130stanbul, 28 Eyl\u00fcl (Hibya) – Piramit Menkul K\u0131ymetler, yeni haftada ABD\u2019nin eyl\u00fcl ay\u0131 istihdam raporu, a\u011fustos ay\u0131 PCE enflasyonu, Euro B\u00f6lgesi\u2019nin eyl\u00fcl ay\u0131 \u00f6nc\u00fc enflasyon verileri ile k\u00fcresel imalat PMI verilerinin takip edilece\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":157808,"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-157807","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\/157807","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=157807"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/157807\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/157808"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=157807"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=157807"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=157807"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"