Trive Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck forex analizine g\u00f6re, ekim ay\u0131na uzun vadeli ABD tahvil getirilerinin son 20 y\u0131la yak\u0131n d\u00f6nemin zirvesinde kald\u0131\u011f\u0131, buna kar\u015f\u0131n Fed\u2019in ekim ay\u0131nda yeniden faiz art\u0131raca\u011f\u0131 beklentisinin belirgin \u015fekilde zay\u0131flad\u0131\u011f\u0131 bir g\u00f6r\u00fcn\u00fcmle girildi. A\u011fustos ay\u0131 \u00e7ekirdek PCE fiyat endeksi ayl\u0131k y\u00fczde 0,2 artarken, bir \u00f6nceki ay\u0131n verisi a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edildi. Bu geli\u015fmeyle haftan\u0131n ba\u015f\u0131nda y\u00fczde 70\u2019e yakla\u015fan ekim ay\u0131 faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 y\u00fczde 34 civar\u0131na geriledi.<\/p>\n
Analize g\u00f6re, t\u00fcketici harcamalar\u0131n\u0131n bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 kaydetmesi, ekonominin y\u00fcksek faiz seviyelerine dayanabildi\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc destekledi ve uzun vadeli tahvil getirilerinin y\u00fcksek seviyelerde kalmas\u0131na katk\u0131 sa\u011flad\u0131. Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari, enflasyonun halen \u00e7ok y\u00fcksek oldu\u011funu ve son verilerin bu g\u00f6r\u00fcn\u00fcm\u00fc de\u011fi\u015ftirmedi\u011fini belirtti. Kashkari, eyl\u00fclde y\u00fczde 3,75-y\u00fczde 4 aral\u0131\u011f\u0131na \u00e7ekilen politika faizinin ekonominin seyrine ba\u011fl\u0131 olarak yeniden art\u0131r\u0131lmas\u0131n\u0131 bekledi\u011fini ifade etti.<\/p>\n
ABD piyasalar\u0131nda \u00f6nceki seansta Dow Jones y\u00fczde 0,86, S&P 500 y\u00fczde 0,25 gerilerken Nasdaq Bile\u015fik y\u00fczde 0,24 y\u00fckseldi. ABD\u2019nin 10 y\u0131ll\u0131k tahvil getirisi y\u00fczde 5,29 seviyesinde kald\u0131. Sabah saatlerinde S&P 500 vadeli kontratlar\u0131 y\u00fczde 0,44, Nasdaq vadeli kontratlar\u0131 ise y\u00fczde 0,78 art\u0131da i\u015flem g\u00f6rd\u00fc.<\/p>\n
Teknoloji \u015firketi Micron, d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte hisse ba\u015f\u0131na 33,42 dolar kar ve 54,23 milyar dolar gelir a\u00e7\u0131klad\u0131. \u015eirketin sonu\u00e7lar\u0131, 31,83 dolar hisse ba\u015f\u0131na kar ve 51,49 milyar dolar gelir beklentilerini a\u015ft\u0131. Micron yeni \u00e7eyrek i\u00e7in 60-63 milyar dolar gelir \u00f6ng\u00f6r\u00fcrken piyasa beklentisi 56,77 milyar dolar seviyesindeydi. Veri merkezlerinin elektrik maliyetlerini bu tesislere y\u00fcklemeyi ama\u00e7layan yasa teklifinin ise Senato\u2019da gereken 60 oyun alt\u0131nda kalmas\u0131 nedeniyle kabul edilmedi\u011fi belirtildi.<\/p>\n
Analizde, ons alt\u0131n\u0131n eyl\u00fcl ay\u0131n\u0131 y\u00fczde 6 kay\u0131pla haziran ay\u0131ndan bu yana en sert ayl\u0131k d\u00fc\u015f\u00fc\u015fle tamamlad\u0131\u011f\u0131 belirtildi. Ons alt\u0131n sabah saatlerinde y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 4.152,55 dolar, g\u00fcm\u00fc\u015f ise 60,42 dolar seviyesinde yatay seyretti. Euro, eyl\u00fcl ay\u0131nda dolar kar\u015f\u0131s\u0131nda yakla\u015f\u0131k y\u00fczde 2,5 de\u011fer kaybederek May\u0131s 2025\u2019ten bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fc. ECB Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n ise g\u00f6rev s\u00fcresinin bitiminden birka\u00e7 ay \u00f6nce ayr\u0131lma ihtimalini d\u0131\u015flamad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Trive Yat\u0131r\u0131m analizinde, cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisinin k\u00fcresel faiz fiyatlamas\u0131n\u0131n bir sonraki \u00f6nemli s\u0131nav\u0131 olaca\u011f\u0131 belirtildi. EUR\/USD paritesinde 1,1324 seviyesinin izlendi\u011fi, k\u0131sa vadede 1,1411 alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece geri \u00e7ekilmenin s\u00fcrebilece\u011fi ifade edildi. Ons alt\u0131nda 4.220 dolar, Brent petrolde 97,55 dolar seviyeleri k\u0131sa vadeli e\u015fik olarak \u00f6ne \u00e7\u0131karken, Nasdaq 100 vadeli kontrat\u0131nda 30.420 seviyesinin \u00fczerinde kal\u0131nmas\u0131 halinde y\u00fckseli\u015fin devam edebilece\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 1 Ekim (Hibya)- Trive Yat\u0131r\u0131m analizine g\u00f6re, ABD\u2019de \u00e7ekirdek PCE verisinin ayl\u0131k y\u00fczde 0,2 artmas\u0131 Fed\u2019in ekim ay\u0131nda faiz art\u0131raca\u011f\u0131 beklentisini zay\u0131flat\u0131rken, g\u00fc\u00e7l\u00fc t\u00fcketici harcamalar\u0131 uzun vadeli tahvil getirilerinin y\u00fcksek seviyelerde kalmas\u0131na neden oldu.<\/p>\n","protected":false},"author":1,"featured_media":159969,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-159968","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\/159968","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=159968"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/159968\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/159969"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=159968"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=159968"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=159968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"