Halk Yat\u0131r\u0131m’\u0131n analizine g\u00f6re, ABD piyasalar\u0131, haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc Orta Do\u011fu\u2019daki jeopolitik gerilimin azalabilece\u011fine y\u00f6nelik beklentiler ve teknoloji hisselerindeki toparlanman\u0131n etkisiyle y\u00fckseli\u015fle tamamlad\u0131. Yeni haftada ise ABD enflasyon verileri, b\u00fcy\u00fck bankalar\u0131n finansal sonu\u00e7lar\u0131 ve jeopolitik geli\u015fmelerin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmas\u0131 bekleniyor.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n 3 Kas\u0131m\u2019daki ara se\u00e7imlere kadar \u0130ran\u2019a y\u00f6nelik yeni bir sald\u0131r\u0131 d\u00fczenlenmeyece\u011fini a\u00e7\u0131klamas\u0131 ve sava\u015f\u0131n yak\u0131n zamanda sona erebilece\u011fine ili\u015fkin mesajlar\u0131, piyasalardaki risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n
Enerji piyasalar\u0131nda ABD ile Rusya aras\u0131nda dizel yak\u0131t tedarikine y\u00f6nelik anla\u015fma da g\u00fcndeme geldi. Trump, Rusya\u2019n\u0131n ilk a\u015famada 300 bin tonun \u00fczerinde, kas\u0131m ay\u0131nda 500 bin ton ve takip eden d\u00f6nemde 1 milyon ton ilave dizel yak\u0131t\u0131 k\u00fcresel piyasalara sa\u011flayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Hafta sonu Rusya\u2019n\u0131n dizel ihracat yasa\u011f\u0131n\u0131 k\u0131smen kald\u0131rarak ilk a\u015famada 500 bin tonluk ihracata izin vermesi de arz\u0131n art\u0131r\u0131lmas\u0131na y\u00f6nelik geli\u015fmeler aras\u0131nda yer ald\u0131.<\/p>\n
Dizel arz\u0131ndaki art\u0131\u015f\u0131n, yak\u0131t fiyatlar\u0131 ve rafineri \u00fcr\u00fcn marjlar\u0131 \u00fczerindeki yukar\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 hafifletme potansiyeli bulunuyor. Bununla birlikte Orta Do\u011fu\u2019daki arz ve sevkiyat risklerinin s\u00fcrmesi, petrol fiyatlar\u0131nda kal\u0131c\u0131 bir d\u00fc\u015f\u00fc\u015f beklentisini s\u0131n\u0131rl\u0131yor.<\/p>\n
ABD\u2019de Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi ekim ay\u0131nda 48,1\u2019den 46,3\u2019e geriledi. B\u00f6ylece endeks, 47,5 seviyesindeki piyasa beklentisinin alt\u0131nda kald\u0131 ve may\u0131s ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesine indi. T\u00fcketicilerin bir y\u0131ll\u0131k enflasyon beklentisi y\u00fczde 4,6\u2019dan y\u00fczde 4,7\u2019ye, uzun vadeli enflasyon beklentisi ise y\u00fczde 3,4\u2019ten y\u00fczde 3,5\u2019e y\u00fckseldi.<\/p>\n
T\u00fcketici g\u00fcvenindeki gerileme ekonomik aktiviteye ili\u015fkin a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklere i\u015faret ederken, enflasyon beklentilerindeki art\u0131\u015f\u0131n Fed\u2019in para politikas\u0131nda gev\u015feme alan\u0131n\u0131 s\u0131n\u0131rlayabilece\u011fi de\u011ferlendiriliyor.<\/p>\n
Haftan\u0131n son i\u015flem g\u00fcn\u00fcnde Dow Jones endeksi y\u00fczde 0,83, S&P 500 endeksi y\u00fczde 0,59 ve Nasdaq endeksi y\u00fczde 0,64 y\u00fckseldi. ABD\u2019nin 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,79, 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 5,24 seviyesinden haftay\u0131 tamamlad\u0131.<\/p>\n
Asya piyasalar\u0131nda yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde zay\u0131f bir seyir izleniyor. G\u00fcney Kore\u2019de Kospi endeksi y\u00fczde 3,04 gerilerken, Hong Kong Hang Seng ve \u00c7in Shanghai endeksleri yatay hareket ediyor. Japonya piyasalar\u0131 ise tatil nedeniyle kapal\u0131.<\/p>\n
Trump\u2019\u0131n Rusya ile Ukrayna aras\u0131nda enerji altyap\u0131lar\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n durdurulmas\u0131 konusunda ate\u015fkes sa\u011fland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 ve Rusya\u2019n\u0131n dizel arz\u0131n\u0131 art\u0131raca\u011f\u0131 beklentisi, petrol fiyatlar\u0131nda geri \u00e7ekilmeyi beraberinde getirdi. Brent petrol\u00fcn varil fiyat\u0131 yakla\u015f\u0131k y\u00fczde 1,2 d\u00fc\u015f\u00fc\u015fle 102 dolar seviyesinde i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Buna kar\u015f\u0131n Orta Do\u011fu\u2019daki jeopolitik riskler y\u00fcksek seyrini koruyor. Husilerin Suudi Arabistan\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan ABD\u2019nin b\u00f6lgedeki askeri operasyonlara kat\u0131lma ihtimali ve \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik ABD yan\u0131t\u0131n\u0131 yetersiz bulmas\u0131, enerji arz\u0131na ili\u015fkin belirsizlikleri art\u0131r\u0131yor.<\/p>\n
Goldman Sachs da b\u00f6lgedeki arz risklerini gerek\u00e7e g\u00f6stererek aral\u0131k ay\u0131 Brent petrol fiyat\u0131 tahminini 85 dolardan 90 dolara y\u00fckseltti. ABD vadeli piyasalar\u0131nda ise yataya yak\u0131n, s\u0131n\u0131rl\u0131 pozitif bir g\u00f6r\u00fcn\u00fcm izleniyor.<\/p>\n
Bu hafta k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda ABD\u2019de \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7o sezonu ve enflasyon verileri bulunuyor. JPMorgan, Goldman Sachs, Citigroup ve Bank of America ba\u015fta olmak \u00fczere b\u00fcy\u00fck bankalar\u0131n finansal sonu\u00e7lar\u0131 takip edilecek.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak ABD t\u00fcketici fiyat endeksi (T\u00dcFE) ile per\u015fembe g\u00fcn\u00fc yay\u0131mlanacak \u00fcretici fiyat endeksi (\u00dcFE) ve perakende sat\u0131\u015f verilerinin, Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler \u00fczerinde etkili olmas\u0131 bekleniyor.<\/p>\n
Bug\u00fcn ba\u015flayacak IMF ve D\u00fcnya Bankas\u0131 y\u0131ll\u0131k toplant\u0131lar\u0131nda ise k\u00fcresel b\u00fcy\u00fcme ve finansal istikrara ili\u015fkin de\u011ferlendirmeler izlenecek.<\/p>\n
Sal\u0131 g\u00fcn\u00fc ABD\u2019de k\u00fc\u00e7\u00fck i\u015fletmeler iyimserlik endeksi, haftal\u0131k istihdam de\u011fi\u015fimi ve mevcut konut sat\u0131\u015flar\u0131 a\u00e7\u0131klanacak.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc yay\u0131mlanacak eyl\u00fcl ay\u0131 ABD T\u00dcFE verisinde ayl\u0131k y\u00fczde 0,6, y\u0131ll\u0131k y\u00fczde 3,6 art\u0131\u015f bekleniyor. Ayn\u0131 g\u00fcn a\u00e7\u0131klanacak Fed Bej Kitap raporu da ekonomik aktivitenin seyrine ili\u015fkin g\u00f6stergeler a\u00e7\u0131s\u0131ndan takip edilecek.<\/p>\n
\u00c7in\u2019de a\u00e7\u0131klanacak enflasyon ve d\u0131\u015f ticaret verileri de k\u00fcresel b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmelerde \u00f6ne \u00e7\u0131kacak.<\/p>\n
<\/strong> \u0130stanbul, 12 Ekim (Hibya) – ABD piyasalar\u0131, haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc Orta Do\u011fu\u2019daki jeopolitik gerilimin azalabilece\u011fine y\u00f6nelik beklentiler ve teknoloji hisselerindeki toparlanman\u0131n etkisiyle y\u00fckseli\u015fle tamamlad\u0131. <\/p>\n","protected":false},"author":1,"featured_media":165033,"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-165032","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\/165032","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=165032"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/165032\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/165033"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=165032"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=165032"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=165032"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"