Halk Yat\u0131r\u0131m\u0131n g\u00fcnl\u00fck analizine g\u00f6re, ABD\u2019de eyl\u00fcl ay\u0131 enflasyon verilerinin beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesi ve teknoloji hisselerinde g\u00f6r\u00fclen sat\u0131\u015f bask\u0131s\u0131, k\u00fcresel piyasalarda d\u00fc\u015f\u00fc\u015fe neden oldu. ABD\u2019de t\u00fcketici fiyat endeksi (T\u00dcFE) ayl\u0131k y\u00fczde 0,6 artarken y\u0131ll\u0131k enflasyon y\u00fczde 3,4\u2019ten y\u00fczde 3,7\u2019ye y\u00fckseldi. Ayl\u0131k enflasyon son be\u015f ay\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131. \u00c7ekirdek T\u00dcFE de ayl\u0131k y\u00fczde 0,3, y\u0131ll\u0131k y\u00fczde 2,6 artarak beklentileri a\u015ft\u0131.<\/p>\n
Enflasyon verilerinin ard\u0131ndan ABD Merkez Bankas\u0131n\u0131n (Fed) faiz politikas\u0131na ili\u015fkin beklentiler de\u011fi\u015firken, ekim ay\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131 y\u00fczde 22\u2019den y\u00fczde 47\u2019ye y\u00fckseldi. Aral\u0131k ay\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131 ise y\u00fczde 94 seviyesinde fiyatland\u0131. Citigroup, verilerin ard\u0131ndan tahminini g\u00fcncelleyerek Fed\u2019in aral\u0131k ay\u0131nda 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131na gidece\u011fini \u00f6ng\u00f6rd\u00fc. Fed\u2019in Bej Kitap raporunda da enerji maliyetleri, g\u00fcmr\u00fck tarifeleri ve sigorta giderlerinin fiyat bask\u0131lar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n
ABD\u2019de bilan\u00e7o sezonunda Morgan Stanley 4,91 milyar dolar, BlackRock ise 1,66 milyar dolar net kar a\u00e7\u0131klad\u0131. Bank of America\u2019n\u0131n net kar\u0131 ise d\u00fczenleyici ceza kar\u015f\u0131l\u0131\u011f\u0131 nedeniyle y\u0131ll\u0131k y\u00fczde 17 azalarak 6,9 milyar dolara geriledi. Bankan\u0131n hisseleri yakla\u015f\u0131k y\u00fczde 5 de\u011fer kaybetti. Morgan Stanley hisselerinde de g\u00fc\u00e7l\u00fc finansal sonu\u00e7lara ra\u011fmen y\u00fczde 3\u2019e yak\u0131n d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc.<\/p>\n
Jeopolitik geli\u015fmeler de piyasalar\u0131n g\u00fcndeminde yer ald\u0131. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik a\u00e7\u0131klamalar\u0131 Orta Do\u011fu\u2019daki gerilimin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ederken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda bir geminin bat\u0131r\u0131lmas\u0131 ve \u0130ran\u2019\u0131n ABD sava\u015f gemilerine y\u00f6nelik tehditleri b\u00f6lgedeki belirsizlikleri art\u0131rd\u0131. \u00d6te yandan, alternatif sevkiyat g\u00fczergahlar\u0131 ve stratejik petrol rezervlerinden yap\u0131lan sat\u0131\u015flar\u0131n arz endi\u015felerini k\u0131smen dengelemesiyle petrol fiyatlar\u0131nda geri \u00e7ekilme izlendi.<\/p>\n
ABD borsalar\u0131nda Dow Jones endeksi y\u00fczde 0,09, S&P 500 endeksi y\u00fczde 1,11 ve Nasdaq endeksi y\u00fczde 1,88 geriledi. Asya piyasalar\u0131nda da sat\u0131\u015f bask\u0131s\u0131 etkili oldu. G\u00fcney Kore\u2019de Kospi endeksi y\u00fczde 8\u2019in \u00fczerinde d\u00fc\u015ferken, Japonya\u2019da Nikkei 225 y\u00fczde 5, Hong Kong\u2019da Hang Seng y\u00fczde 1,65 ve \u00c7in\u2019de Shanghai endeksi y\u00fczde 1,98 de\u011fer kaybetti. ABD vadeli endekslerinde de negatif g\u00f6r\u00fcn\u00fcm s\u00fcrd\u00fc.<\/p>\n
Yurt i\u00e7inde BIST 100 endeksi, \u00f6nceki i\u015flem g\u00fcn\u00fcnde sat\u0131\u015f bask\u0131s\u0131yla 12.130 seviyesine kadar geriledi. Tepki al\u0131mlar\u0131yla 12.250 seviyesine yakla\u015fan endeks, sat\u0131\u015flar\u0131n yeniden g\u00fc\u00e7lenmesiyle g\u00fcn\u00fc y\u00fczde 1,08 d\u00fc\u015f\u00fc\u015fle 12.118,29 puandan tamamlad\u0131. Bankac\u0131l\u0131k endeksi y\u00fczde 1,35, sanayi endeksi y\u00fczde 1,28 de\u011fer kaybetti.<\/p>\n
Halk Yat\u0131r\u0131m analizinde, Asya borsalar\u0131ndaki sert sat\u0131\u015flar ve ABD vadeli endekslerindeki negatif g\u00f6r\u00fcn\u00fcm nedeniyle BIST 100 endeksinin g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flamas\u0131n\u0131n beklendi\u011fi belirtildi. Yurt i\u00e7inde bug\u00fcn eyl\u00fcl ay\u0131 merkezi y\u00f6netim b\u00fct\u00e7e dengesi takip edilecek. Ayr\u0131ca yar\u0131n T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) ekim ay\u0131 Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi ile eyl\u00fcl ay\u0131 konut fiyat endeksi ve konut sat\u0131\u015flar\u0131 verileri a\u00e7\u0131klanacak. S&P\u2019nin T\u00fcrkiye\u2019nin kredi notu ve g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin g\u00fcncellemesinde ise mevcut seviyelerin korunmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Tahvil ve d\u00f6viz piyasalar\u0131nda ABD enflasyon verilerinin ard\u0131ndan sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlendi. ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi 4 baz puan art\u0131\u015fla y\u00fczde 5,26\u2019ya, Almanya\u2019n\u0131n 10 y\u0131ll\u0131k tahvil faizi ise 1 baz puan art\u0131\u015fla y\u00fczde 3,48\u2019e y\u00fckseldi. T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k dolar cinsi CDS risk primi 246 baz puan seviyesinde i\u015flem g\u00f6rd\u00fc. Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond faizi 7 baz puan art\u0131\u015fla y\u00fczde 7,79\u2019a \u00e7\u0131kt\u0131.<\/p>\n
D\u00f6viz piyasas\u0131nda dolar endeksi 102,805 seviyesine y\u00fckselirken, avro\/dolar paritesi 1,1127\u2019ye geriledi. Dolar\/TL spot kuru 49,39 seviyesinde i\u015flem g\u00f6rd\u00fc. Yurt i\u00e7inde 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 12 baz puan art\u0131\u015fla y\u00fczde 39,70\u2019e y\u00fckselirken, 10 y\u0131ll\u0131k g\u00f6sterge tahvilin faizi 3 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 35,44\u2019e geriledi. BIST Kesin Al\u0131m Sat\u0131m Pazar\u0131ndaki i\u015flem hacmi 15,3 milyar TL oldu.<\/p>\n
<\/strong> \u0130stanbul, 15 Ekim, (Hibya)- Halk Yat\u0131r\u0131m analizine g\u00f6re, ABD\u2019de enflasyonun beklentileri a\u015fmas\u0131 ve teknoloji hisselerindeki sat\u0131\u015flar k\u00fcresel piyasalarda d\u00fc\u015f\u00fc\u015fe yol a\u00e7arken, BIST 100 endeksinin Asya borsalar\u0131ndaki kay\u0131plar ve ABD vadeli endekslerindeki negatif g\u00f6r\u00fcn\u00fcmle g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flamas\u0131 bekleniyor.<\/p>\n","protected":false},"author":1,"featured_media":167250,"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-167249","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\/167249","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=167249"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/167249\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/167250"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=167249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=167249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=167249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"