A1 Capital'in de\u011felendirmesinde, Euro B\u00f6lgesi PMI endeksinin Aral\u0131k ay\u0131nda 52,8'den 51,9'a geriledi\u011fi ve imalat \u00fcretiminin tekrar d\u00fc\u015f\u00fc\u015f g\u00f6sterdi\u011fi aktar\u0131ld\u0131. Fakat de\u011fer 50\u2019nin \u00fcst\u00fcnde ve y\u0131l\u0131n son \u00e7eyre\u011fi i\u00e7in Euro B\u00f6lgesinde pozitif bir GSY\u0130H b\u00fcy\u00fcmesi beklentisinin korunmas\u0131na olanak sa\u011flad\u0131\u011f\u0131 belirtilirken de\u011ferlendirmede \u015fu bilgiler verildi:<\/p>\n
“Yeni sipari\u015fler ve istihdam artmaya devam ederken, girdi fiyatlar\u0131 da y\u00fckseliyor bu da enflasyonun yakla\u015f\u0131k y\u00fczde 2'lik h\u0131zda seyretmesini destekliyor. Euro B\u00f6lgesi sanayi \u00fcretimi de Ekim ay\u0131nda y\u00fczde 0,8 oran\u0131nda artarak Eyl\u00fcl ay\u0131ndaki y\u00fczde 0,2'lik art\u0131\u015f\u0131n \u00fczerine \u00e7\u0131karak ve y\u0131ll\u0131k b\u00fcy\u00fcmesini y\u00fczde 2,0'ye ula\u015ft\u0131rm\u0131\u015ft\u0131. D\u00fc\u015fen petrol ve do\u011falgaz fiyatlar\u0131 Euro B\u00f6lgesine rahatlama sa\u011flarken, azalan stoklar yava\u015f yava\u015f artan \u00fcretime yerini b\u0131rak\u0131yor. Bu durumu Avrupa Merkez Bankas\u0131'n\u0131n (ECB) a\u00e7\u0131s\u0131ndan ele al\u0131rsak da \u00f6n\u00fcm\u00fczdeki y\u0131l Euro B\u00f6lgesi ekonomisine y\u00f6nelik risklerin art\u0131k a\u015fa\u011f\u0131 y\u00f6nl\u00fc olmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki beklentileri do\u011frulanm\u0131\u015f oluyor bu durum 2026 y\u0131l\u0131nda enerji fiyatlar\u0131nda beklenen d\u00fc\u015f\u00fc\u015f nedeniyle enflasyon ge\u00e7ici olarak d\u00fc\u015f\u00fck seyretse bile, daha fazla faiz indirimine gerek olmad\u0131\u011f\u0131 fikrini g\u00fc\u00e7lendirmektedir.<\/p>\n
ABD'de tar\u0131m d\u0131\u015f\u0131 istihdam Kas\u0131m ay\u0131nda 50 binlik beklentinin \u00fczerinde 64 bin artt\u0131. Pazartesi b\u00fcltenimizde; Fed Ba\u015fkan\u0131 Powell'\u0131n son bas\u0131n toplant\u0131s\u0131n\u0131n ilgin\u00e7 bir y\u00f6n\u00fc, Kas\u0131m ay\u0131 i\u00e7in genel beklenti 50.000'lik bir art\u0131\u015f olmas\u0131na kar\u015f\u0131n Fed \u00e7al\u0131\u015fanlar\u0131n\u0131n istihdam rakamlar\u0131n\u0131n ayl\u0131k 60.000'e kadar fazla i\u015f yarat\u0131m\u0131n\u0131 g\u00f6sterdi\u011fine inand\u0131klar\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamas\u0131yd\u0131. FED yine yan\u0131lmad\u0131 ve art\u0131\u015f Fed\u2019in tahmini do\u011frultusunda geldi ve g\u00fcvercin kanad\u0131n faiz indirimleri i\u00e7in bask\u0131 yapmaya devam etmesine yol a\u00e7t\u0131.<\/p>\n
\u0130\u015fsizlik oran\u0131 ise y\u00fczde 4,5 beklentisinin \u00fczerinde y\u00fczde 4,6'ya y\u00fckseldi ve Eyl\u00fcl ay\u0131ndaki y\u00fczde 4,4'l\u00fck veriye g\u00f6re art\u0131\u015f g\u00f6sterdi. Ba\u015fkan Powell, i\u015f piyasas\u0131n\u0131n “belki de d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm\u00fczden biraz daha kademeli olarak” so\u011fudu\u011funu da kabul etmi\u015fti. A\u00e7\u0131klanan i\u015fsizlik oran\u0131n\u0131n beklenenden y\u00fcksek olmas\u0131 ve yak\u0131n zamanda da azalma beklentisinin bulunmamas\u0131 Fed\u2019den Mart ve Haziran aylar\u0131nda 25\u2019er baz puanl\u0131k faiz indirimi yap\u0131lmas\u0131 y\u00f6n\u00fcndeki g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc \u015fimdilik korumam\u0131za yar\u0131yor.<\/p>\n
ABD Ba\u015fkan\u0131 Trump'\u0131n Venezuela'ya giri\u015f ve \u00e7\u0131k\u0131\u015f yapan t\u00fcm yapt\u0131r\u0131m uygulanan petrol tankerlerine “tam ve eksiksiz” bir abluka emri vermesinin ard\u0131ndan ve \u00fclkenin y\u00f6neticilerini art\u0131k yabanc\u0131 bir ter\u00f6r \u00f6rg\u00fct\u00fc olarak g\u00f6rd\u00fc\u011f\u00fcn\u00fc s\u00f6zlerine eklemesiyle petrol fiyatlar\u0131 y\u00fczde \u00a01'den fazla y\u00fckseldi ve bu durum, talep endi\u015felerinin ya\u015fand\u0131\u011f\u0131 bir d\u00f6nemde yeni jeopolitik gerilimlere yol a\u00e7t\u0131. Brent petrol vadeli i\u015flemleri varil ba\u015f\u0131na y\u00fczde 1,2 art\u0131\u015fla 59,62 dolara ve ABD Bat\u0131 Teksas Ham Petrol\u00fc (WTI) ise varil ba\u015f\u0131na y\u00fczde 1,3 art\u0131\u015fla 56,00 dolara \u00e7\u0131kt\u0131. Piyasa oyuncular\u0131 ABD\u2019nin bu hamlesinin potansiyel olarak g\u00fcnde 0,4-0,5 milyon varil petrol\u00fc etkileyebilece\u011fini ve fiyatlar\u0131 varil ba\u015f\u0131na 1-2 dolar art\u0131rabilece\u011fini konu\u015fmakta.<\/p>\n
Japonya'n\u0131n ihracat\u0131 Kas\u0131m ay\u0131nda piyasa beklentisi olan y\u00fczde 5,0'a k\u0131yasla y\u0131ll\u0131k bazda y\u00fczde 6,1 artt\u0131. ABD ile yap\u0131lan ticaret anla\u015fmas\u0131n\u0131n sonu\u00e7lanmas\u0131 ve k\u00fcresel yar\u0131 iletken sekt\u00f6r\u00fcndeki g\u00fc\u00e7l\u00fc talebin, Japonya ihracat\u0131ndaki bu keskin art\u0131\u015f\u0131n ba\u015fl\u0131ca nedenleri olarak g\u00f6r\u00fcl\u00fcrken, son a\u00e7\u0131klanan sanayi \u00fcretimi, perakende sat\u0131\u015flar, ticaret rakamlar\u0131 ve anket sonu\u00e7lar\u0131, b\u00fcy\u00fcmenin 2025'in d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde toparlanaca\u011f\u0131na dair beklentileri g\u00fc\u00e7lendirmekte. Bu Cuma BoJ\u2019dan 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131 neredeyse tamamen fiyatlam\u0131\u015f durumda. Artan piyasa faiz oranlar\u0131na ili\u015fkin endi\u015feler g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, Ba\u015fkan Ueda'n\u0131n bas\u0131n toplant\u0131s\u0131nda piyasaya \u015fahinvari mesajlar g\u00f6ndermesi beklenmekte.<\/p>\n
MSCI'\u0131n Japonya d\u0131\u015f\u0131ndaki en geni\u015f Asya-Pasifik hisse senedi endeksi \u00c7in piyasalar\u0131n\u0131n da katk\u0131s\u0131yla y\u00fczde 0,24 ve Japonya'n\u0131n Nikkei endeksi y\u00fczde 0,35 artt\u0131. \u00c7in'de, yapay zeka \u00e7ip \u00fcreticisi MetaX Integrated Circuits'in hisseleri \u00c7in'in ABD'li b\u00fcy\u00fck \u015firketlere olan ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 azaltmak i\u00e7in yerli yapay zeka \u00e7ip \u00fcreticilerinin halka arzlar\u0131n\u0131 h\u0131zland\u0131rmas\u0131yla birlikte, hisseleri \u015eanghay'daki ilk i\u015flem g\u00fcn\u00fcnde yakla\u015f\u0131k y\u00fczde 600 oran\u0131nda y\u00fckseldi ve CSI300 mavi \u00e7ip endeksi y\u00fczde 0,6 oran\u0131nda y\u00fckseli\u015fte.<\/p>\n
Wall Street'te kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sonras\u0131 Nasdaq ve S&P 500 vadeli i\u015flemleri yatay seyirde ve de Fed fonlar\u0131 vadeli i\u015flemleri, piyasalar\u0131n gelecek y\u0131l ABD'de yakla\u015f\u0131k iki faiz indirimi bekledi\u011fini ve son i\u015fg\u00fcc\u00fc piyasas\u0131 verilerinin beklentileri pek de\u011fi\u015ftirmedi\u011fini g\u00f6steriyor. ABD Hazine tahvil getirilerine bakt\u0131\u011f\u0131m\u0131zda g\u00f6sterge niteli\u011findeki 10 y\u0131ll\u0131k tahvil getirisi son olarak y\u00fczde 4,1606, iki y\u0131ll\u0131k tahvil getirisi ise y\u00fczde 3,4995 seviyesinde i\u015flem g\u00f6rmekte.”<\/p>\n
<\/strong> \u0130stanbul, 17 Aral\u0131k (Hibya) – A1 Capital, Euro B\u00f6lgesi PMI endeksinin Aral\u0131k ay\u0131nda 52,8’den 51,9’a geriledi\u011fi ve imalat \u00fcretiminin tekrar d\u00fc\u015f\u00fc\u015f g\u00f6sterdi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":21331,"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-21330","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\/21330","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=21330"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21330\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21331"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"