Gedik Yat\u0131r\u0131m'\u0131n raporunda “Kas\u0131m ay\u0131 Fed \u00fcyelerinin mesajlar\u0131n\u0131n yak\u0131ndan izlendi\u011fi, federal h\u00fck\u00fcmetin tekrar a\u00e7\u0131lmas\u0131n\u0131n ard\u0131ndan gecikmeli verilerin al\u0131nd\u0131\u011f\u0131 ve \u00f6zellikle Fed\u2019e y\u00f6nelik faiz indirim beklentilerinin \u00f6nemli \u00f6l\u00e7\u00fcde dalgaland\u0131\u011f\u0131 bir ay oldu.” ifadelerine yer verildi.\u00a0<\/p>\n
Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Kas\u0131m ay\u0131n\u0131n \u00f6zellikle ilk yar\u0131s\u0131nda Fed \u00fcyelerinden gelen \u015fahin tonlu a\u00e7\u0131klamalar, Fed tutanaklar\u0131ndaki g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 gibi geli\u015fmeler Fed\u2019in aral\u0131k toplant\u0131s\u0131nda faizleri sabit tutabilece\u011fi d\u00fc\u015f\u00fcncesini kuvvetlendirdi. Kas\u0131m ay\u0131 i\u00e7erisinde Fed\u2019in aral\u0131k ay\u0131nda faiz indirimine gidebilece\u011fine dair beklentiler y\u00fczde 35\u2019lere kadar bir gerileme kaydetti. Bu s\u00fcre\u00e7te faiz indirim beklentilerindeki zay\u0131flama k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde bask\u0131 olu\u015ftururken, ABD borsalar\u0131nda faiz indirim beklentilerinin zay\u0131flamas\u0131 ve teknoloji rallisinin sorgulanmas\u0131 gibi geli\u015fmelerle d\u00fczeltmeler g\u00fcndeme geldi. Ancak kas\u0131m ay\u0131n\u0131n sonlar\u0131na do\u011fru New York Fed Ba\u015fkan\u0131 John Williams ba\u015fta olmak \u00fczere baz\u0131 Fed \u00fcyelerinin daha g\u00fcvercin a\u00e7\u0131klamalarda bulunmas\u0131 ve zay\u0131f gelen ekonomik veriler aral\u0131k toplant\u0131s\u0131na y\u00f6nelik faiz indirim beklentileri h\u0131zl\u0131 bir \u015fekilde yeniden g\u00fc\u00e7lendirdi. Piyasalar halihaz\u0131rda 10 Aral\u0131k\u2019taki toplant\u0131da Fed\u2019in 25 baz puan indirime gitmesini y\u00fczde 90\u2019a yak\u0131n bir olas\u0131l\u0131kla fiyatl\u0131yor. Mevcut durumda piyasalar 2026 y\u0131l\u0131 i\u00e7inde 2 ila 3 kez 25\u2019\u015fer baz puanl\u0131k indirim \u00f6ng\u00f6r\u00fcyor. Yeni haftan\u0131n k\u00fcresel \u00e7apta en \u00f6nemli geli\u015fmesi 10 Aral\u0131k\u2019ta sona erecek Fed toplant\u0131s\u0131 olacakt\u0131r. Piyasalardaki beklentileri dikkate ald\u0131\u011f\u0131m\u0131zda Fed\u2019in b\u00fcy\u00fck bir s\u00fcrpriz yapmayaca\u011f\u0131n\u0131 ve 25 baz puan faiz indirimine gidece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Elbette y\u0131l\u0131n bu son toplant\u0131s\u0131nda faiz karar\u0131n\u0131n yan\u0131nda Fed Ba\u015fkan\u0131 Powell\u2019\u0131n a\u00e7\u0131klamalar\u0131 ile yay\u0131nlanacak projeksiyonlar da son derece \u00f6nemli olacakt\u0131r. Powell\u2019\u0131n mesajlar\u0131ndaki genel ton ve a\u00e7\u0131klamalar\u0131ndaki alt detaylar ile \u00f6zellikle Fed \u00fcyelerinin faiz beklentilerini i\u00e7eren noktasal grafikler \u00e7ok daha kritik olacakt\u0131r. Fed \u00fcyelerinin 2026 y\u0131l\u0131 i\u00e7in medyanda ne kadarl\u0131k bir indirim \u00f6ng\u00f6recekleri piyasalardaki beklentiler ve k\u00fcresel risk i\u015ftah\u0131n\u0131n seyri \u00fczerinde belirleyici olacakt\u0131r. ABD\u2019de federal h\u00fck\u00fcmetin kapal\u0131l\u0131\u011f\u0131 dolay\u0131s\u0131yla \u00f6nemli veri ak\u0131\u015flar\u0131n\u0131 bir s\u00fcre alamasak da \u00f6n\u00fcm\u00fczdeki aylarda ba\u015fta istihdam ve enflasyon verileri Fed\u2019in faiz kararlar\u0131 \u00fczerinde temel belirleyici olacakt\u0131r.<\/p>\n
Fed Ba\u015fkan\u0131 Powell\u2019\u0131n g\u00f6rev s\u00fcresi 2026 May\u0131s itibariyle sona erecek olup, \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde Fed ba\u015fkanl\u0131\u011f\u0131na kimin getirilece\u011fine ili\u015fkin a\u00e7\u0131klamalar da piyasalar\u0131n yak\u0131n takibinde yer alacakt\u0131r. Piyasalardaki g\u00f6r\u00fc\u015fler ve beklentiler mevcut durumda Ulusal Ekonomik Konsey Direkt\u00f6r\u00fc Kevin Hassett\u2019in yeni Fed ba\u015fkan\u0131 olarak atanabilece\u011fi y\u00f6n\u00fcnde \u015fekilleniyor. ABD Ba\u015fkan\u0131\u2019n\u0131n ekonomi dan\u0131\u015fman\u0131 Hassett, Fed ba\u015fkanl\u0131\u011f\u0131na aday g\u00f6sterilip onaylan\u0131rsa ka\u00e7 kez daha faiz indirimi yapabilece\u011fi soruldu\u011funda, ba\u015fkan\u0131n g\u00f6revinin verilere \u00e7ok duyarl\u0131 olmak ve faiz oranlar\u0131n\u0131n enflasyon ve istihdam \u00fczerinde yarataca\u011f\u0131 etkiyi de\u011ferlendirmek oldu\u011funu s\u00f6yleyerek net bir cevap vermedi. Trump\u2019\u0131n d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc birka\u00e7 aday\u0131n oldu\u011funu belirten Hassett, s\u00fcrecin ve ba\u015fkan\u0131n karar\u0131n\u0131n takip edilece\u011fini belirtti. ABD Ba\u015fkan\u0131 Trump, son a\u00e7\u0131klamalar\u0131nda Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in aday\u0131n\u0131 belirledi\u011fini ve bu ismi 2026\u2019n\u0131n ba\u015f\u0131nda a\u00e7\u0131klayaca\u011f\u0131n\u0131 s\u00f6yledi. Aday\u0131n netle\u015fmesinin ard\u0131ndan Fed ba\u015fkan aday\u0131n\u0131n verece\u011fi mesajlar piyasalar\u0131n seyri ve Fed\u2019e y\u00f6nelik \u00fczerinde belirleyici olacakt\u0131r. Ek olarak 2026 y\u0131l\u0131nda oy hakk\u0131n\u0131 kaybeden baz\u0131 b\u00f6lgesel Fed \u00fcyelerinin yerine oy hakk\u0131 elde eden b\u00f6lgesel Fed ba\u015fkanlar\u0131n\u0131n g\u00f6r\u00fc\u015fleri ve de\u011ferlendirmeleri de yak\u0131ndan izlenecektir.”<\/p>\n
<\/strong> \u0130stanbul, 8 Aral\u0131k (Hibya)- Gedik Yat\u0131r\u0131m, k\u00fcresel \u00e7apta g\u00f6zlerin Fed toplant\u0131s\u0131nda olaca\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":17029,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-17028","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17028","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=17028"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17028\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/17029"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=17028"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=17028"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=17028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"