A1 Capital, k\u00fcresel piyasalarda teknoloji hisselerinde yapay zeka temal\u0131 iyimserli\u011fin g\u00fc\u00e7lendi\u011fini, buna kar\u015f\u0131l\u0131k uzun vadeli tahvil faizlerinin y\u00fcksek seviyelerde kalmaya devam etti\u011fini belirtti. Kurum, Nasdaq\u2019\u0131n rekor kapan\u0131\u015f yapmas\u0131na ra\u011fmen ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,30\u2019un \u00fczerinde bulunmas\u0131n\u0131n hisse piyasalar\u0131ndaki y\u00fckseli\u015fin k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
T\u00fcrkiye taraf\u0131nda beklentinin alt\u0131nda kalan eyl\u00fcl enflasyonunun T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n faiz indirim alan\u0131n\u0131 geni\u015fletti\u011fini belirten A1 Capital, BIST 100\u2019\u00fcn \u00f6nceki g\u00fcn y\u00fczde 1,42 y\u00fckseldi\u011fini, BIST 100 d\u0131\u015f\u0131ndaki hisselerin ise y\u00fczde 1,40 geriledi\u011fini aktard\u0131. Kurum, bu g\u00f6r\u00fcn\u00fcm\u00fcn y\u00fckseli\u015fin genele yay\u0131lmad\u0131\u011f\u0131n\u0131 ve fon tasfiyeleri kaynakl\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131n k\u00fc\u00e7\u00fck ve orta \u00f6l\u00e7ekli \u015firketlerde s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi\u011fini bildirdi.<\/p>\n
A1 Capital, T\u00fcrkiye \u0130statistik Kurumu verilerine g\u00f6re eyl\u00fcl ay\u0131nda t\u00fcketici fiyat endeksinin ayl\u0131k y\u00fczde 1,84 artt\u0131\u011f\u0131n\u0131, y\u0131ll\u0131k enflasyonun ise y\u00fczde 29,73\u2019e geriledi\u011fini belirtti. Y\u0131lba\u015f\u0131ndan bu yana fiyat art\u0131\u015f\u0131n\u0131n y\u00fczde 24,32, 12 ayl\u0131k ortalamalara g\u00f6re enflasyonun y\u00fczde 31,49 seviyesinde ger\u00e7ekle\u015fti\u011fini aktaran kurum, y\u0131ll\u0131k enflasyonun y\u00fczde 30\u2019un alt\u0131na gelmesinin dezenflasyon s\u00fcrecinin devam etti\u011fine i\u015faret etti\u011fini kaydetti.<\/p>\n
Raporda, ayl\u0131k enflasyonun ana e\u011filiminin de yak\u0131ndan takip edilmesi gerekti\u011fi vurguland\u0131. A1 Capital, ayl\u0131k T\u00dcFE y\u00fczde 1,84 artarken B \u00e7ekirdek g\u00f6stergesindeki ayl\u0131k art\u0131\u015f\u0131n y\u00fczde 2,01, y\u0131ll\u0131k art\u0131\u015f\u0131n ise y\u00fczde 29 oldu\u011funu belirtti. Di\u011fer \u00f6zel kapsaml\u0131 g\u00f6stergelerin \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fcn de ayl\u0131k y\u00fczde 2 civar\u0131nda veya \u00fczerinde ger\u00e7ekle\u015fti\u011fini aktaran kurum, man\u015fet enflasyondaki iyile\u015fmenin temel e\u011filimdeki iyile\u015fmeden daha g\u00fc\u00e7l\u00fc g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n
G\u0131da ve alkols\u00fcz i\u00e7ecek fiyatlar\u0131n\u0131n eyl\u00fcl ay\u0131nda ayl\u0131k bazda y\u00fczde 0,20 geriledi\u011fini ve ayl\u0131k enflasyonu 0,05 puan a\u015fa\u011f\u0131 \u00e7ekti\u011fini belirten A1 Capital, ula\u015ft\u0131rma fiyatlar\u0131n\u0131n y\u00fczde 2,79 artarak enflasyona 0,49 puan, konut, su, elektrik, gaz ve di\u011fer yak\u0131tlar grubunun ise y\u00fczde 2,71 artarak 0,33 puan katk\u0131 yapt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
E\u011fitim grubunda ayl\u0131k fiyat art\u0131\u015f\u0131n\u0131n y\u00fczde 14,91 seviyesinde ger\u00e7ekle\u015fti\u011fine ve ayl\u0131k enflasyona yakla\u015f\u0131k 0,30 puan katk\u0131 sa\u011flad\u0131\u011f\u0131na dikkat \u00e7eken A1 Capital, T\u00dc\u0130K taraf\u0131ndan takip edilen 174 alt s\u0131n\u0131f\u0131n 133\u2019\u00fcnde fiyat art\u0131\u015f\u0131, 35\u2019inde fiyat d\u00fc\u015f\u00fc\u015f\u00fc ve 6\u2019s\u0131nda fiyat de\u011fi\u015fimi olmad\u0131\u011f\u0131n\u0131 belirtti. Kurum, fiyat art\u0131\u015flar\u0131n\u0131n takip edilen kalemlerin yakla\u015f\u0131k y\u00fczde 76\u2019s\u0131nda devam etti\u011fini ifade etti.<\/p>\n
A1 Capital, ayl\u0131k y\u00fczde 2 civar\u0131ndaki enflasyonun y\u0131ll\u0131k bile\u015fik kar\u015f\u0131l\u0131\u011f\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 27\u2019ye denk geldi\u011fini belirterek, T\u00fcrkiye\u2019nin daha d\u00fc\u015f\u00fck enflasyon seviyelerine ilerleyebilmesi i\u00e7in ayl\u0131k enflasyonun ana e\u011filiminin y\u00fczde 2\u2019nin alt\u0131na gelmesi ve kal\u0131c\u0131 hale gelmesi gerekti\u011fini bildirdi. Kurum, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde y\u0131ll\u0131k enflasyondaki gerilemeden ziyade mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f ayl\u0131k \u00e7ekirdek enflasyonun seyrinin daha kritik hale gelece\u011fini de\u011ferlendirdi.<\/p>\n
Raporda, eyl\u00fcl enflasyonunun faiz indirimi s\u00fcrecini bozacak kadar olumsuz olmad\u0131\u011f\u0131, ancak T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019na h\u0131zl\u0131 ve agresif bir faiz indirimi alan\u0131 a\u00e7acak kadar g\u00fc\u00e7l\u00fc bir dezenflasyon sinyali de vermedi\u011fi belirtildi. Y\u0131ll\u0131k enflasyonun y\u00fczde 30\u2019un alt\u0131na gerilemesi ve dezenflasyon e\u011filiminin korunmas\u0131n\u0131n faiz indirimleri a\u00e7\u0131s\u0131ndan alan olu\u015fturdu\u011fu, \u00e7ekirdek enflasyonun ayl\u0131k y\u00fczde 2 civar\u0131nda seyretmesi, hizmet fiyatlar\u0131ndaki kat\u0131l\u0131k ve fiyat art\u0131\u015flar\u0131n\u0131n geni\u015f tabana yay\u0131lmas\u0131n\u0131n ise ihtiyatl\u0131 bir politika gerektirdi\u011fi ifade edildi.<\/p>\n
A1 Capital, yurt i\u00e7indeki fon krizinin yaratt\u0131\u011f\u0131 likidite bask\u0131s\u0131 ile Bankac\u0131l\u0131k D\u00fczenleme ve Denetleme Kurumu\u2019nun kredi kart\u0131 d\u00fczenlemeleri ve T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n KOB\u0130 d\u00f6nemsel b\u00fcy\u00fcme s\u0131n\u0131r\u0131n\u0131 y\u00fczde 4,5\u2019ten y\u00fczde 5\u2019e y\u00fckseltmesi ile T\u00fcrk liras\u0131 zorunlu kar\u015f\u0131l\u0131klar i\u00e7in bloke tesis oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrmesini birlikte de\u011ferlendirdi. Kurum, bu geli\u015fmeler do\u011frultusunda 100 baz puanl\u0131k faiz indirimi beklenebilece\u011fini belirtti.<\/p>\n
Euro B\u00f6lgesi\u2019nde ise siyasi ve mali risklerin artt\u0131\u011f\u0131n\u0131 belirten A1 Capital, Fransa\u2019da b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131, kamu borcu ve siyasi t\u0131kan\u0131kl\u0131\u011f\u0131n tahvil piyasalar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011funu, \u0130spanya Ba\u015fbakan\u0131 Pedro Sanchez\u2019in kas\u0131m ay\u0131 i\u00e7in erken se\u00e7im karar\u0131 almas\u0131n\u0131n da yeni bir belirsizlik yaratt\u0131\u011f\u0131n\u0131 aktard\u0131. Euro\/dolar paritesinin 1,116 seviyesine kadar gerileyerek yakla\u015f\u0131k 17 ay\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fckten sonra 1,12 civar\u0131nda s\u0131n\u0131rl\u0131 tepki verdi\u011fi belirtildi.<\/p>\n
Petrol fiyatlar\u0131nda Orta Do\u011fu ihracat\u0131ndaki art\u0131\u015fla s\u0131n\u0131rl\u0131 geri \u00e7ekilme ya\u015fand\u0131\u011f\u0131n\u0131 belirten A1 Capital, Brent petrol\u00fcn 100 dolar\u0131n \u00fczerinde kalmaya devam etti\u011fini bildirdi. Ons alt\u0131n\u0131n ise yakla\u015f\u0131k 4.140-4.146 dolar band\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fcn\u00fc aktaran kurum, ekim ay\u0131nda ABD Merkez Bankas\u0131\u2019ndan faiz art\u0131\u015f\u0131 beklenmemesinin alt\u0131n\u0131 destekledi\u011fini, ancak dolar endeksinin 102\u2019nin \u00fczerinde ve ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,30\u2019un \u00fczerinde bulunmas\u0131n\u0131n y\u00fckseli\u015fi s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Euro B\u00f6lgesi\u2019nde bile\u015fik Sat\u0131n Alma Y\u00f6neticileri Endeksi\u2019nin (PMI) 53,1\u2019e, hizmet PMI\u2019\u0131n 53,0\u2019a y\u00fckseldi\u011fini ve imalat taraf\u0131n\u0131n da geni\u015fleme b\u00f6lgesinde kald\u0131\u011f\u0131n\u0131 belirten A1 Capital, yeni sipari\u015flerdeki h\u0131zlanman\u0131n ekonomik aktiviteye ili\u015fkin olumlu g\u00f6r\u00fcn\u00fcm\u00fc destekledi\u011fini kaydetti.<\/p>\n
A1 Capital, Euro B\u00f6lgesi\u2019nde \u00dcretici Fiyat Endeksi\u2019nin (\u00dcFE) ayl\u0131k y\u00fczde 1,9, y\u0131ll\u0131k y\u00fczde 8,2 y\u00fckseldi\u011fine dikkat \u00e7ekerek, art\u0131\u015f\u0131n temel kayna\u011f\u0131n\u0131n enerji oldu\u011funu bildirdi. Enerji \u00fcretici fiyatlar\u0131ndaki y\u0131ll\u0131k art\u0131\u015f\u0131n y\u00fczde 21 seviyesinde ger\u00e7ekle\u015fti\u011fini aktaran kurum, enerji hari\u00e7 \u00dcFE\u2019nin daha s\u0131n\u0131rl\u0131 seyretmesinin mevcut g\u00f6r\u00fcn\u00fcm\u00fcn geni\u015f tabanl\u0131 bir maliyet enflasyonundan ziyade enerji kaynakl\u0131 bir \u015fok oldu\u011funu g\u00f6sterdi\u011fini ifade etti.<\/p>\n
Kurum, g\u00fc\u00e7l\u00fc ekonomik aktivite ve y\u00fckselen fiyat bask\u0131s\u0131n\u0131n Avrupa Merkez Bankas\u0131\u2019n\u0131n h\u0131zl\u0131 parasal gev\u015feme alan\u0131n\u0131 daraltt\u0131\u011f\u0131n\u0131 belirtti. \u00d6zellikle Fransa\u2019daki mali risklerin Frans\u0131z tahvillerini Alman tahvillerine k\u0131yasla daha k\u0131r\u0131lgan hale getirdi\u011fini kaydeden A1 Capital, Avrupa tahvil faizleri \u00fczerindeki yukar\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n devam edebilece\u011fini de\u011ferlendirdi.<\/p>\n
<\/strong> \u0130stanbul, 6 Ekim (Hibya)-A1 Capital, BIST 100\u2019\u00fcn y\u00fczde 1,42 y\u00fckselmesine kar\u015f\u0131n BIST 100 d\u0131\u015f\u0131ndaki hisselerin y\u00fczde 1,40 geriledi\u011fine dikkat \u00e7ekerek, y\u00fckseli\u015fin genele yay\u0131lmad\u0131\u011f\u0131n\u0131 ve fon tasfiyeleri kaynakl\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":162058,"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-162057","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\/162057","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=162057"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/162057\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/162058"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=162057"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=162057"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=162057"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"