A1 Capital\u2019in analizinde, k\u00fcresel piyasalarda \u00c7in\u2019den gelen ekonomik verilerin deste\u011fiyle hafif pozitif bir ba\u015flang\u0131\u00e7 beklendi\u011fi, ancak ABD tahvil faizlerindeki y\u00fcksek seyrin piyasalarda temkinli g\u00f6r\u00fcn\u00fcm\u00fc korudu\u011fu belirtildi.<\/p>\n
B\u00fcltende, ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,23-5,24 seviyelerinde bulundu\u011fu ve eyl\u00fcl ay\u0131nda yakla\u015f\u0131k 50 baz puan y\u00fckselerek 2007\u2019den bu yana g\u00f6r\u00fclen y\u00fcksek b\u00f6lgelere yakla\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
New York Borsas\u0131\u2019nda ise \u00f6nceki g\u00fcn S&P 500 y\u00fczde 0,2, Dow Jones y\u00fczde 0,3 ve Nasdaq y\u00fczde 0,1 geriledi.<\/p>\n
\u00c7in\u2019de resmi imalat PMI verisinin 49,8\u2019den 50,1\u2019e, hizmet PMI\u2019\u0131n 49\u2019dan 50,2\u2019ye ve bile\u015fik PMI\u2019\u0131n 49,5\u2019ten 50,7\u2019ye y\u00fckseldi\u011fine dikkat \u00e7ekildi. \u00d6zel sekt\u00f6r imalat g\u00f6stergesi de 52,1 ile beklentilerin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
A1 Capital, verilerin \u00fcretim ve hizmet sekt\u00f6rlerinde 50 seviyesinin \u00fczerine \u00e7\u0131k\u0131lmas\u0131yla ekonomik aktivitenin taban olu\u015fturdu\u011fu y\u00f6n\u00fcndeki beklentileri g\u00fc\u00e7lendirdi\u011fini, ancak bunun \u00c7in ekonomisinin g\u00fc\u00e7l\u00fc ve kal\u0131c\u0131 bir b\u00fcy\u00fcme d\u00f6nemine girdi\u011fini g\u00f6stermedi\u011fini de\u011ferlendirdi.<\/p>\n
ABD vadeli endekslerinde s\u0131n\u0131rl\u0131 toparlanma g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc belirten kurum, S&P 500 vadeli kontrat\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 0,16, Nasdaq vadeli kontrat\u0131n\u0131n ise y\u00fczde 0,13 y\u00fckseldi\u011fini aktard\u0131. Avrupa\u2019da Euro Stoxx 50 ve DAX vadeli endekslerinde yakla\u015f\u0131k y\u00fczde 0,5, FTSE 100 vadeli endeksinde ise y\u00fczde 0,4 art\u0131\u015f kaydedildi.<\/p>\n
B\u00fcltende, g\u00fcn\u00fcn piyasa y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan ABD\u2019den gelecek ADP \u00f6zel sekt\u00f6r istihdam verisi ile PCE enflasyon g\u00f6stergesinin \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtildi.<\/p>\n
A1 Capital, \u00e7ekirdek PCE\u2019nin beklentinin alt\u0131nda ve istihdam verisinin \u0131l\u0131ml\u0131 gelmesi halinde tahvil faizleri ile dolar\u0131n gerileyebilece\u011fini; buna kar\u015f\u0131l\u0131k y\u00fcksek PCE ve g\u00fc\u00e7l\u00fc istihdam verilerinin Fed\u2019in ekim ay\u0131nda faiz art\u0131rabilece\u011fi beklentisini g\u00fc\u00e7lendirebilece\u011fini ifade etti.<\/p>\n
ABD\u2019de man\u015fet PCE\u2019nin ayl\u0131k y\u00fczde 0,4, y\u0131ll\u0131k y\u00fczde 3,7; \u00e7ekirdek PCE\u2019nin ayl\u0131k y\u00fczde 0,3, y\u0131ll\u0131k y\u00fczde 3,3 gelmesi bekleniyor. Ki\u015fisel harcamalarda ise y\u00fczde 0,8 art\u0131\u015f \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Avrupa\u2019da enflasyon verileri izlenecek<\/p>\n
Avrupa taraf\u0131nda Almanya, Fransa ve \u0130talya\u2019n\u0131n eyl\u00fcl ay\u0131 \u00f6nc\u00fc enflasyon verilerinin takip edilece\u011fi belirtildi. Almanya\u2019da y\u0131ll\u0131k enflasyonun y\u00fczde 2,9\u2019dan y\u00fczde 3,2\u2019ye y\u00fckselmesinin beklendi\u011fi kaydedildi.<\/p>\n
A1 Capital, Almanya\u2019da enflasyonun beklentileri a\u015fmas\u0131 halinde euronun faiz art\u0131\u015f\u0131 beklentileriyle desteklenebilece\u011fini, ancak y\u00fckselen tahvil faizlerinin Avrupa hisse senetleri \u00fczerinde bask\u0131 olu\u015fturabilece\u011fini de\u011ferlendirdi.<\/p>\n
Borsa \u0130stanbul a\u00e7\u0131s\u0131ndan 30 Eyl\u00fcl\u2019\u00fcn birden fazla i\u015flemin ayn\u0131 g\u00fcne denk geldi\u011fi bir seans oldu\u011funa dikkat \u00e7ekildi. BIST 30, BIST 50 ve BIST 100 endekslerindeki de\u011fi\u015fikliklere y\u00f6nelik fon i\u015flemlerinin tamamlanmas\u0131, V\u0130OP eyl\u00fcl vadeli kontratlar\u0131n sona ermesi ve ay sonu nedeniyle portf\u00f6ylerin yeniden dengelenmesinin i\u015flem hacmi ile oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fi belirtildi.<\/p>\n
A1 Capital, BIST\u2019in k\u0131sa vadeli ana trendini a\u015fa\u011f\u0131 y\u00f6nl\u00fc olarak de\u011ferlendirirken, endeksin eyl\u00fcl ay\u0131nda yakla\u015f\u0131k y\u00fczde 15 de\u011fer kaybetti\u011fini aktard\u0131. BIST 100 i\u00e7in 12.000 seviyesi destek, 12.370-12.400 b\u00f6lgesi ise ilk denge alan\u0131 olarak g\u00f6sterildi. Endeksin sat\u0131\u015f bask\u0131s\u0131n\u0131 azaltabilmesi i\u00e7in 12.370-12.400 b\u00f6lgesinin yeniden kazan\u0131lmas\u0131 gerekti\u011fi belirtildi.<\/p>\n
T\u00fcrkiye\u2019de bug\u00fcn a\u011fustos ay\u0131na ili\u015fkin i\u015fsizlik ve d\u0131\u015f ticaret verilerinin a\u00e7\u0131klanaca\u011f\u0131, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131n 7,34 milyar dolardan yakla\u015f\u0131k 5,24 milyar dolara gerilemesinin beklendi\u011fi kaydedildi.<\/p>\n
A1 Capital, BIST\u2019in g\u00fcn i\u00e7indeki fiyatlamas\u0131nda makroekonomik verilerin yan\u0131 s\u0131ra fon piyasas\u0131ndaki likidite, petrol fiyatlar\u0131, T\u00fcrkiye\u2019nin risk primi ve k\u00fcresel tahvil faizlerinin de belirleyici olaca\u011f\u0131n\u0131 belirtti.<\/p>\n
Raporda ons alt\u0131n\u0131n 4.172 dolar civar\u0131nda bulundu\u011fu, de\u011ferli metalin jeopolitik riskler ve merkez bankalar\u0131n\u0131n al\u0131mlar\u0131ndan destek g\u00f6r\u00fcrken y\u00fcksek ABD tahvil faizleri ve g\u00fc\u00e7l\u00fc dolar taraf\u0131ndan bask\u0131land\u0131\u011f\u0131 ifade edildi.<\/p>\n
EUR\/USD paritesinin 1,133 seviyesinde ve son 16 ay\u0131n d\u00fc\u015f\u00fck b\u00f6lgelerine yak\u0131n oldu\u011fu belirtilirken, 1,13 seviyesi \u00f6nemli e\u015fik olarak g\u00f6sterildi.<\/p>\n
A1 Capital, ABD \u00e7ekirdek PCE verisinin beklentilerin \u00fczerinde gelmesi halinde paritede 1,13 seviyesinin alt\u0131n\u0131n, beklentilerin alt\u0131nda kalmas\u0131 durumunda ise 1,14 seviyesine do\u011fru tepkinin g\u00fcndeme gelebilece\u011fini de\u011ferlendirdi.<\/p>\n
<\/strong> \u0130stanbul, 30 Eyl\u00fcl (Hibya) \u2013 A1 Capital\u2019in analizinde, k\u00fcresel piyasalarda \u00c7in\u2019den gelen ekonomik verilerin deste\u011fiyle hafif pozitif bir ba\u015flang\u0131\u00e7 beklendi\u011fi, ancak ABD tahvil faizlerindeki y\u00fcksek seyrin piyasalarda temkinli g\u00f6r\u00fcn\u00fcm\u00fc korudu\u011fu belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":159181,"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-159180","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\/159180","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=159180"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/159180\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/159181"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=159180"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=159180"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=159180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"