\u0130kon Menkul'\u00fcn de\u011ferlendirmesine g\u00f6re,\u00a0ABD Merkez Bankas\u0131 (FED), merakla beklenen faiz karar\u0131n\u0131 T\u00fcrkiye saatiyle 22.00\u2019de a\u00e7\u0131klayacak. A\u00e7\u0131klaman\u0131n ard\u0131ndan FED Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n bas\u0131n toplant\u0131s\u0131 22.30\u2019da ba\u015flayacak. Piyasalarda genel beklenti, FED\u2019in politika faizini 25 baz puan indirmesi y\u00f6n\u00fcnde oldu\u011fu belirtiliyor.<\/p>\n
Karar metnindeki y\u00f6nlendirmelerin \u201chafif \u015fahin\u201d tonda olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcrken, \u00f6zellikle dot plot grafi\u011fi, \u00fcyelerin oy da\u011f\u0131l\u0131m\u0131 ve Powell\u2019\u0131n verece\u011fi mesajlar piyasalar a\u00e7\u0131s\u0131ndan kritik olacak.<\/p>\n
FED\u2019in bug\u00fcn ayr\u0131ca Fed fonlama faizi, GSY\u0130H b\u00fcy\u00fcmesi, i\u015fsizlik, PCE enflasyonu ve \u00e7ekirdek PCE enflasyonu i\u00e7in g\u00fcncellenmi\u015f ekonomik tahminlerini de payla\u015fmas\u0131 bekleniyor.<\/p>\n
Aral\u0131k ay\u0131na y\u00f6nelik faiz indirimi ihtimali bir d\u00f6nem yaln\u0131zca %30 seviyesinde fiyatlan\u0131yordu. Bu d\u00fc\u015f\u00fck beklenti, riskli varl\u0131klar \u00fczerinde bask\u0131 olu\u015fturarak S&P 500 endeksinin Ekim ay\u0131 dip seviyelerine \u00e7ekilmesine neden olmu\u015ftu.<\/p>\n
Ancak 21 Kas\u0131m\u2019da FED \u00fcyesi John Williams\u2019\u0131n Aral\u0131k ay\u0131nda faiz indirimi sinyali vermesiyle tablo h\u0131zla de\u011fi\u015fti. \u0130ndirime y\u00f6nelik olas\u0131l\u0131k y\u00fczde 60\u2019a y\u00fckseldi ve sonras\u0131nda artmaya devam ederek bug\u00fcn itibar\u0131yla y\u00fczde 90 seviyesine ula\u015ft\u0131.<\/p>\n
FED\u2019in noktasal grafik projeksiyonunda, 2026 ve 2027 y\u0131llar\u0131 i\u00e7in birer faiz indiriminin korunmas\u0131 bekleniyor. Buna kar\u015f\u0131l\u0131k piyasa, mevcut projeksiyondan daha gev\u015fek bir patika \u00f6ng\u00f6rerek 2026\u2019da iki faiz indirimi fiyatl\u0131yor. \u0130lk indirimin ise yeni FED Ba\u015fkan\u0131 ile birlikte gelecek y\u0131l haziran ay\u0131nda yap\u0131labilece\u011fi de\u011ferlendiriliyor.<\/p>\n
\u015eahin S\u00fcrprizler:<\/p>\n
2026\u2019da s\u0131f\u0131r faiz indirimi \u21d2 \u201c\u00c7ok \u015fahin\u201d yakla\u015f\u0131m<\/p>\n
Borsa endeksleri ve de\u011ferli metaller d\u00fc\u015febilir<\/p>\n
ABD Dolar\u0131 ve tahvil faizleri y\u00fckselebilir<\/p>\n
G\u00fcvercin S\u00fcrprizler:<\/p>\n
2026\u2019da iki faiz indirimi,\u00a0G\u00fcvercin<\/p>\n
2026\u2019da \u00fc\u00e7 faiz indirimi,\u00a0Olduk\u00e7a g\u00fcvercin<\/p>\n
Borsa endeksleri ve de\u011ferli metaller y\u00fckselebilir<\/p>\n
ABD Dolar\u0131 ve tahvil faizleri d\u00fc\u015febilir<\/p>\n
Analize g\u00f6re Powell\u2019\u0131n, a\u015f\u0131r\u0131 \u015fahin ya da a\u015f\u0131r\u0131 g\u00fcvercin alg\u0131lanmamak i\u00e7in dikkatli bir dil kullanmas\u0131 bekleniyor. FED Ba\u015fkan\u0131\u2019n\u0131n, risk azaltma ama\u00e7l\u0131 faiz indirimlerinin art\u0131k sonuna gelindi\u011fini, bundan sonraki kararlar\u0131n ise tamamen ekonomik verilere ba\u011fl\u0131 olaca\u011f\u0131n\u0131 vurgulamas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Powell\u2019\u0131n olas\u0131 stratejisinin, politikay\u0131 \u201ctarafs\u0131z\u201d bir tonda tutmak ve gelece\u011fe y\u00f6nelik net bir patika \u00e7izmek yerine veri ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 \u00f6n plana \u00e7\u0131karmak olaca\u011f\u0131 de\u011ferlendiriliyor.<\/p>\n
<\/strong> \u0130stanbul, 10 Aral\u0131k (Hibya) – ABD Merkez Bankas\u0131 (FED), merakla beklenen faiz karar\u0131n\u0131 T\u00fcrkiye saatiyle 22.00\u2019de a\u00e7\u0131klayacak. A\u00e7\u0131klaman\u0131n ard\u0131ndan FED Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n bas\u0131n toplant\u0131s\u0131 22.30\u2019da ba\u015flayacak. <\/p>\n","protected":false},"author":1,"featured_media":18569,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-18568","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18568","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=18568"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18568\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/18569"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=18568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=18568"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=18568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"