Trive Yat\u0131r\u0131m, k\u00fcresel tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n derinle\u015fti\u011fi eyl\u00fcl ay\u0131n\u0131n son g\u00fcn\u00fcnde ABD\u2019de a\u00e7\u0131klanan ekonomik verilerin tahvil piyasalar\u0131na bir miktar nefes ald\u0131rd\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
De\u011ferlendirmede, ekonomik aktivitenin diren\u00e7li kalmaya devam etti\u011fine, buna kar\u015f\u0131l\u0131k enflasyonun piyasa beklentilerinden daha s\u0131n\u0131rl\u0131 olabilece\u011fine i\u015faret edildi. Eyl\u00fcl ay\u0131 ADP \u00f6zel sekt\u00f6r istihdam\u0131 90 bin ki\u015fi artarak 73 bin ki\u015filik piyasa beklentisinin \u00fczerinde ger\u00e7ekle\u015firken, a\u011fustos ay\u0131 verisi 38 binden 36 bine a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edildi.<\/p>\n
ABD ekonomisinin ikinci \u00e7eyrek b\u00fcy\u00fcmesi de \u00fc\u00e7\u00fcnc\u00fc tahminde y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f y\u00fczde 1,5’ten y\u00fczde 2,2’ye y\u00fckseltildi. Buna kar\u015f\u0131l\u0131k Fed’in yak\u0131ndan takip etti\u011fi a\u011fustos ay\u0131 ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) fiyat endeksi ayl\u0131k y\u00fczde 0,3 ile y\u00fczde 0,4’l\u00fck, \u00e7ekirdek PCE ise y\u00fczde 0,2 ile y\u00fczde 0,3’l\u00fck beklentinin alt\u0131nda kald\u0131. Y\u0131ll\u0131k art\u0131\u015flar da s\u0131ras\u0131yla y\u00fczde 3,4 ve y\u00fczde 3 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
Trive Yat\u0131r\u0131m de\u011ferlendirmesinde, ADP verisinin ba\u015fl\u0131k rakam\u0131n\u0131n g\u00fc\u00e7l\u00fc g\u00f6r\u00fcnmesine kar\u015f\u0131n istihdam art\u0131\u015f\u0131n\u0131n sekt\u00f6rlere da\u011f\u0131l\u0131m\u0131n\u0131n daha dengeli bir tablo ortaya koymad\u0131\u011f\u0131 belirtildi.<\/p>\n
Eyl\u00fcl ay\u0131nda 90 bin ki\u015filik istihdam art\u0131\u015f\u0131n\u0131n 55 bininin e\u011fitim ve sa\u011fl\u0131k hizmetlerinden, 22 bininin e\u011flence ve konaklama sekt\u00f6r\u00fcnden geldi\u011fi aktar\u0131ld\u0131. Finansal faaliyetlerde 16 bin, profesyonel ve i\u015f hizmetlerinde ise 11 bin ki\u015filik istihdam kayb\u0131 ya\u015fand\u0131\u011f\u0131 belirtildi.<\/p>\n
\u0130malat sekt\u00f6r\u00fcnde 17 bin, in\u015faat sekt\u00f6r\u00fcnde ise 15 bin ki\u015filik istihdam art\u0131\u015f\u0131 ger\u00e7ekle\u015fti\u011fi ifade edildi. \u00dccret taraf\u0131nda ise i\u015finde kalanlar\u0131n baz \u00fccret art\u0131\u015f\u0131n\u0131n y\u0131ll\u0131k y\u00fczde 3,0, i\u015f de\u011fi\u015ftirenlerin \u00fccret art\u0131\u015f\u0131n\u0131n y\u00fczde 4,8 seviyesinde kald\u0131\u011f\u0131 kaydedildi.<\/p>\n
De\u011ferlendirmede, ikinci \u00e7eyrek b\u00fcy\u00fcmesinin y\u00fczde 1,5’ten y\u00fczde 2,2’ye revize edilmesinin ABD ekonomisinin y\u0131l\u0131n ikinci \u00e7eyre\u011finde \u00f6nceki tahminlerden daha g\u00fc\u00e7l\u00fc performans g\u00f6sterdi\u011fine i\u015faret etti\u011fi belirtildi.<\/p>\n
Revizyonun t\u00fcketim ve yat\u0131r\u0131m taraf\u0131ndaki yukar\u0131 y\u00f6nl\u00fc d\u00fczeltmelerle desteklendi\u011fi, b\u00fcy\u00fcmenin yaln\u0131zca stoklar veya d\u0131\u015f ticaret gibi oynak kalemlerden kaynaklanmad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, ikinci \u00e7eyre\u011fe ili\u015fkin Gayri Safi Yurt \u0130\u00e7i Has\u0131la (GSYH) verisinin geriye d\u00f6n\u00fck bir \u00f6l\u00e7\u00fcm oldu\u011funu, a\u011fustos ay\u0131 t\u00fcketim verileri ve eyl\u00fcl ay\u0131 ADP istihdam\u0131n\u0131n ise \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fin daha g\u00fcncel g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yans\u0131tt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
A\u011fustos ay\u0131 PCE verilerinin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fin ortas\u0131na ili\u015fkin daha \u0131l\u0131ml\u0131 bir tablo sundu\u011fu bildirildi. Man\u015fet PCE’nin ayl\u0131k y\u00fczde 0,3, \u00e7ekirdek PCE’nin y\u00fczde 0,2 artt\u0131\u011f\u0131, y\u0131ll\u0131k oranlar\u0131n ise y\u00fczde 3,4 ve y\u00fczde 3 seviyesinde ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131.<\/p>\n
De\u011ferlendirmede, \u00e7ekirdek fiyat bask\u0131lar\u0131n\u0131n piyasa beklentilerinden daha zay\u0131f seyretti\u011fi belirtildi. Bununla birlikte, ABD Ekonomik Analiz B\u00fcrosu’nun (BEA) y\u0131ll\u0131k ulusal hesap g\u00fcncellemesinin ge\u00e7mi\u015f d\u00f6nem verilerini etkiledi\u011fi ve \u00e7o\u011fu ulusal hesab\u0131n 2021’in ilk \u00e7eyre\u011fine kadar geriye d\u00f6n\u00fck olarak yeniden hesapland\u0131\u011f\u0131 kaydedildi.<\/p>\n
Bu de\u011fi\u015fiklikler nedeniyle temmuz ay\u0131 man\u015fet ve \u00e7ekirdek PCE art\u0131\u015flar\u0131n\u0131n daha \u00f6nce a\u00e7\u0131klanan y\u00fczde 0,2 seviyesinden y\u00fczde 0,1’e revize edildi\u011fi belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m, a\u011fustos ay\u0131nda nominal ki\u015fisel t\u00fcketim harcamalar\u0131n\u0131n y\u00fczde 0,9, fiyat etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f reel t\u00fcketimin ise y\u00fczde 0,6 artt\u0131\u011f\u0131n\u0131 belirtti. Ki\u015fisel gelir art\u0131\u015f\u0131n\u0131n y\u00fczde 0,2 ile daha s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131, reel harcanabilir gelirin ise ayl\u0131k bazda de\u011fi\u015fmedi\u011fi aktar\u0131ld\u0131.<\/p>\n
De\u011ferlendirmede, verilerin Fed a\u00e7\u0131s\u0131ndan tek y\u00f6nl\u00fc bir tablo ortaya koymad\u0131\u011f\u0131 ifade edilerek, ikinci \u00e7eyrek Gayri Safi Yurt \u0130\u00e7i Has\u0131la revizyonunun g\u00fc\u00e7l\u00fc bir zemin g\u00f6sterdi\u011fi, reel t\u00fcketim ve istihdam verilerinin ekonomik dirence i\u015faret etti\u011fi, \u00e7ekirdek PCE’nin beklentilerin alt\u0131nda kalmas\u0131n\u0131n ise ilave s\u0131k\u0131la\u015fma ihtiyac\u0131n\u0131 azaltt\u0131\u011f\u0131 kaydedildi.<\/p>\n
Trive Yat\u0131r\u0131m, FOMC’nin ekim toplant\u0131s\u0131na ili\u015fkin faiz art\u0131r\u0131m fiyatlamas\u0131n\u0131n \u00f6nceki g\u00fcn y\u00fczde 49 seviyesinden y\u00fczde 35 civar\u0131na geriledi\u011fini bildirdi.<\/p>\n
Nasdaq 100 vadeli i\u015flemlerine ili\u015fkin de\u011ferlendirmede ise 29 bin 860 seviyesinden ge\u00e7en 8 haftal\u0131k \u00fcssel hareketli ortalama (EMA) \u00fczerinde seyrin s\u00fcrd\u00fc\u011f\u00fc ve k\u0131sa vadede 30 bin 760 seviyesinin \u00f6nemli e\u015fik oldu\u011fu belirtildi.<\/p>\n
Tahvil piyasalar\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131n sakinle\u015fmesi ve Micron sonu\u00e7lar\u0131n\u0131n yapay zeka temas\u0131ndaki g\u00f6r\u00fcn\u00fcm\u00fcn korundu\u011funa i\u015faret etmesinin y\u00fckseli\u015fi destekleyebilece\u011fi ifade edildi. ABD-\u0130ran hatt\u0131ndaki arabuluculuk giri\u015fimlerinden tansiyonu d\u00fc\u015f\u00fcrecek somut geli\u015fmeler gelmesinin de risk i\u015ftah\u0131n\u0131 destekleyebilece\u011fi kaydedildi.<\/p>\n
De\u011ferlendirmede, 30 bin 760 seviyesinin \u00fczerindeki kapan\u0131\u015flarda 31 bin 240 ve 31 bin 920 seviyelerinin takip edilebilece\u011fi, 29 bin 860 seviyesinin alt\u0131ndaki fiyatlamalarda ise 29 bin 340 seviyesindeki k\u0131sa vadeli trend deste\u011finin g\u00fcndeme gelebilece\u011fi belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m ayr\u0131ca cuma g\u00fcn\u00fc a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisinde g\u00fc\u00e7l\u00fc istihdam art\u0131\u015f\u0131na saatlik \u00fccretlerde h\u0131zlanman\u0131n e\u015flik etmesinin Fed’in ek s\u0131k\u0131la\u015fma ihtimalini yeniden g\u00fcndeme getirebilece\u011fi de\u011ferlendirmesinde bulundu.<\/p>\n
<\/strong> \u0130stanbul, 30 Eyl\u00fcl (Hibya)-Trive Yat\u0131r\u0131m, ABD\u2019de a\u00e7\u0131klanan ekonomik verilerin b\u00fcy\u00fcme ve istihdam\u0131n diren\u00e7li kald\u0131\u011f\u0131na, enflasyonun ise piyasa beklentilerinden daha s\u0131n\u0131rl\u0131 seyretti\u011fine i\u015faret etti\u011fini bildirdi. De\u011ferlendirmede, verilerin Fed\u2019in ekim ay\u0131nda faiz art\u0131r\u0131m\u0131 yapaca\u011f\u0131na ili\u015fkin fiyatlamay\u0131 y\u00fczde 49\u2019dan y\u00fczde 35 seviyesine \u00e7ekti\u011fi belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":159681,"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-159680","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\/159680","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=159680"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/159680\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/159681"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=159680"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=159680"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=159680"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"