{"id":161513,"date":"2026-10-05T11:00:03","date_gmt":"2026-10-05T08:00:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/05\/kuresel-piyasalarda-fed-beklentileri-ve-tahvil-faizleri-izleniyor"},"modified":"2026-10-05T11:00:03","modified_gmt":"2026-10-05T08:00:03","slug":"kuresel-piyasalarda-fed-beklentileri-ve-tahvil-faizleri-izleniyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/05\/kuresel-piyasalarda-fed-beklentileri-ve-tahvil-faizleri-izleniyor\/","title":{"rendered":"K\u00fcresel piyasalarda Fed beklentileri ve tahvil faizleri izleniyor"},"content":{"rendered":"<p class=\"isSelectedEnd\">Gedik Yat\u0131r\u0131m&#8217;\u0131n analizine g\u00f6re,\u00a0ABD\u2019de cuma g\u00fcn\u00fc a\u00e7\u0131klanan istihdam verilerinin ard\u0131ndan para piyasalar\u0131nda Fed\u2019in ekim toplant\u0131s\u0131nda faiz art\u0131rma ihtimalinin y\u00fczde 20\u2019nin alt\u0131na geriledi\u011fi, ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 5,26 civar\u0131nda seyretti\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">Faiz bask\u0131s\u0131ndaki gerilemenin \u00f6zellikle teknoloji hisselerini destekledi\u011fi belirtilirken, Nasdaq 100 endeksinin cuma g\u00fcn\u00fcn\u00fc rekor seviyede tamamlad\u0131\u011f\u0131 kaydedildi. Olumlu havan\u0131n Asya piyasalar\u0131na da yans\u0131d\u0131\u011f\u0131, MSCI Asya-Pasifik endeksinin y\u00fczde 1, Japonya Nikkei 225 endeksinin ise y\u00fczde 2 y\u00fckseldi\u011fi ifade edildi.<\/p>\n<p class=\"isSelectedEnd\">ABD vadeli endekslerinde ise g\u00fcn\u00fcn erken saatlerinde g\u00f6r\u00fclen y\u00fckseli\u015flerin korunamad\u0131\u011f\u0131 belirtildi. S&amp;P 500 vadeli i\u015flemlerinin y\u00fczde 0,1 geriledi\u011fi, Nasdaq 100 vadeli i\u015flemlerinin ise yatay seyretti\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">Gedik Yat\u0131r\u0131m, Fed beklentilerinin yan\u0131 s\u0131ra y\u00fcksek tahvil faizleri, kamu harcamalar\u0131 ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n finansman\u0131 i\u00e7in artan \u015firket bor\u00e7lanmalar\u0131n\u0131n tahvil piyasas\u0131 \u00fczerindeki etkilerinin takip edildi\u011fini bildirdi.<\/p>\n<p class=\"isSelectedEnd\">Avrupa taraf\u0131nda siyasi ve mali risklerin piyasa g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc bask\u0131lamay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n<p class=\"isSelectedEnd\">\u0130spanya\u2019da erken se\u00e7im ihtimaline ili\u015fkin haberlerin, Fransa\u2019daki b\u00fct\u00e7e tart\u0131\u015fmalar\u0131 ve h\u00fck\u00fcmetin istikrar\u0131na y\u00f6nelik endi\u015felerle birlikte euro \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n<p class=\"isSelectedEnd\">EUR\/USD paritesinin 1,1161 seviyesine kadar gerileyerek May\u0131s 2025\u2019ten bu yana en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc\u011f\u00fc, dolar g\u00f6stergesinin ise yakla\u015f\u0131k y\u00fczde 0,4 y\u00fckseldi\u011fi kaydedildi.<\/p>\n<p class=\"isSelectedEnd\">Frans\u0131z ve Alman tahvil getirileri aras\u0131ndaki fark\u0131n a\u00e7\u0131lmas\u0131n\u0131n Fransa\u2019n\u0131n mali g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin endi\u015feleri yans\u0131tt\u0131\u011f\u0131 belirtilirken, Avrupa tahvil piyasas\u0131ndaki stresin di\u011fer \u00fclkelere yay\u0131l\u0131p yay\u0131lmayaca\u011f\u0131n\u0131n takip edildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">Emtia piyasas\u0131nda petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn k\u00fcresel risk i\u015ftah\u0131n\u0131 destekleyen unsurlardan biri oldu\u011fu belirtildi.<\/p>\n<p class=\"isSelectedEnd\">Suudi Arabistan\u2019\u0131n Asya\u2019ya satt\u0131\u011f\u0131 g\u00f6sterge petrol\u00fcn fiyat\u0131n\u0131 d\u00fc\u015f\u00fcrmesi ve k\u00fcresel petrol arz\u0131n\u0131n artt\u0131\u011f\u0131na y\u00f6nelik i\u015faretlerin etkisiyle Brent petrol\u00fcn yakla\u015f\u0131k y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015fle 101,75 dolar, WTI&#8217;\u0131n ise y\u00fczde 0,9 kay\u0131pla 90,29 dolar seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">Alt\u0131n\u0131n ise Fed\u2019in faiz art\u0131\u015f\u0131 beklentilerindeki gerilemeye ra\u011fmen dolar\u0131n g\u00fc\u00e7lenmesi ve hisse piyasalar\u0131ndaki risk i\u015ftah\u0131n\u0131n artmas\u0131yla y\u00fczde 0,2 d\u00fc\u015ferek 4.132 dolar civar\u0131nda seyretti\u011fi belirtildi.<\/p>\n<p class=\"isSelectedEnd\">Euro B\u00f6lgesi piyasalar\u0131nda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde temkinli g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n<p class=\"isSelectedEnd\">\u0130spanya\u2019da erken se\u00e7im ihtimalinin, Fransa\u2019da ise artan bor\u00e7 y\u00fck\u00fc ve gelecek y\u0131l yap\u0131lacak se\u00e7imler \u00f6ncesindeki siyasi anla\u015fmazl\u0131klar\u0131n b\u00f6lgedeki siyasi ve mali belirsizlikleri art\u0131rd\u0131\u011f\u0131 kaydedildi.<\/p>\n<p class=\"isSelectedEnd\">ABD\u2019de beklentilerin alt\u0131nda kalan istihdam verilerinin Avrupa hisselerine s\u0131n\u0131rl\u0131 destek sa\u011flad\u0131\u011f\u0131, petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn de enerji maliyetleri a\u00e7\u0131s\u0131ndan olumlu oldu\u011fu belirtildi. Buna kar\u015f\u0131n Orta Do\u011fu kaynakl\u0131 jeopolitik risklerin izlenmeye devam edildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">Euro Stoxx 50 vadeli kontratlar\u0131n\u0131n yatay seviyelerde seyretti\u011fi ve Avrupa borsalar\u0131nda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne belirgin bir y\u00f6n olmadan ba\u015flanmas\u0131n\u0131n beklendi\u011fi bildirildi.<\/p>\n<p class=\"isSelectedEnd\">Gedik Yat\u0131r\u0131m, yurt i\u00e7inde cuma g\u00fcn\u00fc d\u00f6viz kurunda d\u00fc\u015f\u00fck volatiliteyle s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n<p class=\"isSelectedEnd\">\u0130SO T\u00fcrkiye \u0130malat PMI&#8217;\u0131n eyl\u00fclde 48,10&#8217;dan 47,90&#8217;a geriledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">ABD&#8217;de a\u00e7\u0131klanan verilere g\u00f6re tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n eyl\u00fclde piyasa beklentisi olan 90 binin alt\u0131nda, 29 bin ki\u015fi artt\u0131\u011f\u0131 belirtildi. A\u011fustosta 162 bin olarak a\u00e7\u0131klanan istihdam art\u0131\u015f\u0131n\u0131n ise 133 bine revize edildi\u011fi kaydedildi. \u0130\u015fsizlik oran\u0131n\u0131n eyl\u00fclde y\u00fczde 4,1&#8217;den y\u00fczde 4,2&#8217;ye y\u00fckseldi\u011fi ifade edildi.<\/p>\n<p class=\"isSelectedEnd\">Gedik Yat\u0131r\u0131m, bug\u00fcn yurt i\u00e7inde a\u00e7\u0131klanacak eyl\u00fcl ay\u0131 enflasyon verilerinin piyasalar\u0131n yak\u0131n takibinde olaca\u011f\u0131n\u0131 bildirdi. Piyasa medyan beklentisinin T\u00dcFE&#8217;nin eyl\u00fclde ayl\u0131k y\u00fczde 2,21 artmas\u0131 y\u00f6n\u00fcnde oldu\u011fu, kurumun beklentisinin ise y\u00fczde 2,60 seviyesinde bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">ABD&#8217;de beklentilerin alt\u0131nda kalan tar\u0131m d\u0131\u015f\u0131 istihdam verisine ra\u011fmen dolar endeksi ve ABD&#8217;nin uzun vadeli tahvil faizlerinin g\u00fc\u00e7l\u00fc kalmaya devam etti\u011fi belirtildi.<\/p>\n<p>Dolar\/TL&#8217;nin sabah saat 08.00 itibar\u0131yla 49,16 seviyelerinde seyretti\u011fi kaydedildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 5 Ekim (Hibya) &#8211; Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftaya genel olarak pozitif bir g\u00f6r\u00fcn\u00fcmle ba\u015fland\u0131\u011f\u0131n\u0131, ABD\u2019de beklentilerin alt\u0131nda kalan istihdam verilerinin Fed\u2019in faiz art\u0131\u015flar\u0131na devam edece\u011fine y\u00f6nelik beklentileri zay\u0131flatt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":161514,"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-161513","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\/161513","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=161513"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/161513\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/161514"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=161513"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=161513"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=161513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}