BMD Ara\u015ft\u0131rma\u2019n\u0131n \u201cPiyasalara Analitik Bak\u0131\u015f\u201d ba\u015fl\u0131kl\u0131 analizine g\u00f6re, BIST 100 Endeksi g\u00fcne y\u00fczde 0,68 azal\u0131\u015fla 12.206,89 puandan ba\u015flad\u0131 ve seans boyunca sat\u0131c\u0131l\u0131 bir seyir izleyerek g\u00fcn\u00fc y\u00fczde 2,79 kay\u0131pla 11.947,18 puandan tamamlad\u0131. Bankac\u0131l\u0131k Endeksi y\u00fczde 4,58, S\u0131nai Endeks ise y\u00fczde 3,11 de\u011fer kaybetti.<\/p>\n
T\u00fcrkiye\u2019nin 2 y\u0131ll\u0131k tahvil faizi bir \u00f6nceki kapan\u0131\u015fa g\u00f6re 11 baz puan azalarak y\u00fczde 40,06, 10 y\u0131ll\u0131k tahvil faizi ise 10 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 35,51 seviyesine geriledi. Dolar\/TL 48,98-49,03, Euro\/TL ise 55,47-55,83 aral\u0131\u011f\u0131nda hareket etti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131ll\u0131k CDS oran\u0131 247,1 oldu.<\/p>\n
T\u00dc\u0130K verilerine g\u00f6re, 15 ve daha yukar\u0131 ya\u015ftaki ki\u015filerde i\u015fsiz say\u0131s\u0131 a\u011fustosta ayl\u0131k 106 bin ki\u015fi azalarak 2 milyon 740 bin ki\u015fiye geriledi. \u0130\u015fsizlik oran\u0131 0,3 puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 7,8 olurken, istihdam oran\u0131 0,1 puan art\u0131\u015fla y\u00fczde 48,4 seviyesinde ger\u00e7ekle\u015fti. \u0130\u015fg\u00fcc\u00fcne kat\u0131lma oran\u0131 y\u00fczde 52,5 olurken, 15-24 ya\u015f grubundaki gen\u00e7 n\u00fcfusta i\u015fsizlik oran\u0131 1,1 puan azalarak y\u00fczde 13\u2019e geriledi.<\/p>\n
T\u00dc\u0130K ile Ticaret Bakanl\u0131\u011f\u0131 taraf\u0131ndan a\u00e7\u0131klanan ge\u00e7ici d\u0131\u015f ticaret verilerine g\u00f6re, a\u011fustosta ihracat y\u0131ll\u0131k y\u00fczde 8,1 art\u0131\u015fla 23,5 milyar dolara, ithalat y\u00fczde 10,5 art\u0131\u015fla 28,7 milyar dolara y\u00fckseldi. \u0130hracat\u0131n ithalat\u0131 kar\u015f\u0131lama oran\u0131 y\u00fczde 81 olurken, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 22,3 art\u0131\u015fla 5,2 milyar dolara \u00e7\u0131kt\u0131. Ocak-a\u011fustos d\u00f6neminde d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 9,3 artarak 65,8 milyar dolar oldu.<\/p>\n
ABD borsalar\u0131nda Dow Jones y\u00fczde 0,86, S&P 500 y\u00fczde 0,25 gerilerken Nasdaq y\u00fczde 0,24 y\u00fckseldi. ABD ekonomisi 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f y\u00fczde 2,2 b\u00fcy\u00fcd\u00fc. \u00d6nceki tahminde b\u00fcy\u00fcme y\u00fczde 1,5 olarak a\u00e7\u0131klanm\u0131\u015ft\u0131. Enflasyondan ar\u0131nd\u0131r\u0131lm\u0131\u015f ki\u015fisel harcamalar a\u011fustosta ayl\u0131k y\u00fczde 0,6 artarken, \u00e7ekirdek PCE ayl\u0131k y\u00fczde 0,2 ve y\u0131ll\u0131k y\u00fczde 3 y\u00fckseldi. Piyasa beklentileri s\u0131ras\u0131yla y\u00fczde 0,3 ve y\u00fczde 3,3 art\u0131\u015f y\u00f6n\u00fcndeydi.<\/p>\n
ABD\u2019de ADP \u00f6zel sekt\u00f6r istihdam\u0131 eyl\u00fclde 90 bin ki\u015fi artt\u0131. Beklenti 75 bin ki\u015filik art\u0131\u015f y\u00f6n\u00fcndeydi. Mortgage ba\u015fvurular\u0131 ise 25 Eyl\u00fcl\u2019de sona eren haftada \u00f6nceki haftaya g\u00f6re y\u00fczde 6 azal\u0131rken, 30 y\u0131l vadeli mortgage i\u00e7in ortalama faiz oran\u0131 y\u00fczde 7,12\u2019den y\u00fczde 7,3\u2019e y\u00fckseldi. Goldman Sachs, \u00e7ekirdek PCE verisinin beklentilerin alt\u0131nda kalmas\u0131n\u0131n ard\u0131ndan Fed\u2019den bekledi\u011fi ikinci faiz art\u0131\u015f\u0131n\u0131 ekimden aral\u0131k ay\u0131na erteledi.<\/p>\n
Avrupa taraf\u0131nda Almanya\u2019da t\u00fcketici fiyat endeksi eyl\u00fclde ayl\u0131k y\u00fczde 0,6 artarken, y\u0131ll\u0131k enflasyon y\u00fczde 2,9\u2019dan y\u00fczde 3,3\u2019e y\u00fckseldi. Almanya\u2019da i\u015fsizlik oran\u0131 y\u00fczde 6,4 olarak ger\u00e7ekle\u015fti. Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n ise g\u00f6rev s\u00fcresi Ekim 2027\u2019de sona ermeden birka\u00e7 ay \u00f6nce g\u00f6revinden ayr\u0131labilece\u011fine ili\u015fkin a\u00e7\u0131klamas\u0131 takip edildi. \u0130ngiltere Merkez Bankas\u0131 Finansal Politika Komitesi toplant\u0131 tutanaklar\u0131nda da risk g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn temmuz ay\u0131ndaki toplant\u0131dan bu yana k\u00f6t\u00fcle\u015fti\u011fi belirtildi.<\/p>\n
Analize g\u00f6re, yeni g\u00fcne Asya piyasalar\u0131 pozitif bir seyirle ba\u015flarken Dow Jones vadeli endeksi y\u00fczde 0,30 art\u0131da bulunuyor. Dolar\/TL 49,04, Euro\/TL 55,64 seviyesinde i\u015flem g\u00f6r\u00fcyor. Dolar endeksi 101,61, Euro\/Dolar paritesi 1,1316 seviyesinde bulunurken Brent petrol 96,35 dolar, ons alt\u0131n 4.189,58 dolar, gram alt\u0131n ise 6.605,56 lira seviyesinden al\u0131c\u0131 buluyor. G\u00fcn\u00fcn g\u00fcndeminde yurt i\u00e7inde \u0130SO imalat sekt\u00f6r\u00fc PMI, yurt d\u0131\u015f\u0131nda ise Almanya, Euro B\u00f6lgesi, \u0130ngiltere ve ABD imalat sekt\u00f6r\u00fc PMI verileri yer al\u0131yor.<\/p>\n
TCMB\u2019nin Eyl\u00fcl 2026 tarihli Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019ne g\u00f6re, T\u00dcFE\u2019nin eyl\u00fclde y\u00fczde 2,12, ekimde y\u00fczde 1,97 artmas\u0131 bekleniyor. Kat\u0131l\u0131mc\u0131lar 2026 y\u0131l sonu enflasyon beklentisini y\u00fczde 29,61, 2027 y\u0131l sonu beklentisini ise y\u00fczde 22,69 olarak \u00f6ng\u00f6rd\u00fc. Dolar\/TL\u2019nin 2026 sonunda 51,57, 12 ay sonras\u0131nda 58,60 seviyesinde olmas\u0131 beklenirken, cari a\u00e7\u0131\u011f\u0131n 2026 sonunda 50,1 milyar dolar, 2027 sonunda 44,4 milyar dolar olmas\u0131 \u00f6ng\u00f6r\u00fcld\u00fc. GSYH b\u00fcy\u00fcmesinin 2026\u2019da y\u00fczde 3, 2027\u2019de y\u00fczde 3,9 olmas\u0131 beklenirken, TCMB haftal\u0131k repo faizinin ilk toplant\u0131da y\u00fczde 37, 2026 sonunda ise y\u00fczde 35,07 seviyesinde ger\u00e7ekle\u015fece\u011fi tahmin edildi.<\/p>\n
<\/strong> \u0130stanbul, 1 Ekim (Hibya)- BMD Ara\u015ft\u0131rma analizine g\u00f6re, BIST 100 Endeksi g\u00fcn\u00fc y\u00fczde 2,79 d\u00fc\u015f\u00fc\u015fle 11.947,18 puandan tamamlarken, ABD\u2019de \u00e7ekirdek PCE verisi beklentilerin alt\u0131nda kald\u0131. Yurt i\u00e7inde ise a\u011fustos ay\u0131na ili\u015fkin i\u015fsizlik ve d\u0131\u015f ticaret verileri takip edildi.<\/p>\n","protected":false},"author":1,"featured_media":159981,"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-159980","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\/159980","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=159980"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/159980\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/159981"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=159980"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=159980"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=159980"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"