Halk Yat\u0131r\u0131m\u2019\u0131n raporunda ABD piyasalar\u0131n\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n defansif sekt\u00f6rlere y\u00f6nelmesi ve teknoloji sekt\u00f6r\u00fc hisselerinde \u00f6ne \u00e7\u0131kan sat\u0131\u015flar\u0131n etkisiyle g\u00fcn\u00fc sat\u0131c\u0131l\u0131 tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cMakro veri taraf\u0131nda ABD\u2019de MBA ipotek ba\u015fvurular\u0131 ve FED yetkililerinin konu\u015fmalar\u0131 takip edildi. Bir \u00f6nceki d\u00f6nemde MBA ipotek ba\u015fvurular\u0131 haftal\u0131k bazda y\u00fczde 4,8\u2019lik art\u0131\u015f g\u00f6stermi\u015fti. MBA haftal\u0131k Mortgage Ba\u015fvurular\u0131 Anketi\u2019ne g\u00f6re, ABD\u2019de mortgage ba\u015fvurular\u0131 bir \u00f6nceki haftaya k\u0131yasla mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f olarak y\u00fczde 3,8 geriledi.<\/p>\n
Piyasa kompozit endeksi haftal\u0131k bazda d\u00fc\u015f\u00fc\u015f kaydederken, yeniden finansman ba\u015fvurular\u0131 y\u00fczde 4 azalmas\u0131na ra\u011fmen y\u0131ll\u0131k bazda y\u00fczde 86 art\u0131\u015f g\u00f6sterdi; sat\u0131n alma ama\u00e7l\u0131 ba\u015fvurular ise haftal\u0131k bazda y\u00fczde 3 gerilerken y\u0131ll\u0131k bazda y\u00fczde 13 ile art\u0131\u015f\u0131n\u0131 korudu. MBA Ba\u015fekonomisti Mike Fratantoni, FOMC toplant\u0131s\u0131 sonras\u0131 faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fcn sonuna yakla\u015f\u0131ld\u0131\u011f\u0131 alg\u0131s\u0131yla mortgage faizlerinin s\u0131n\u0131rl\u0131 y\u00fckseldi\u011fini ve bunun ba\u015fvurular \u00fczerinde hafif bask\u0131 yaratt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller, CNBC\u2019ye yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Fed Ba\u015fkanl\u0131\u011f\u0131 i\u00e7in adayl\u0131k s\u00fcreci kapsam\u0131nda Ba\u015fkan Donald Trump ile ger\u00e7ekle\u015ftirece\u011fi g\u00f6r\u00fc\u015fmede merkez bankas\u0131n\u0131n ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131n \u00f6nemini \u201ckesinlikle\u201d vurgulayaca\u011f\u0131n\u0131 ifade etti. May\u0131s ay\u0131nda Jerome Powell\u2019\u0131n g\u00f6rev s\u00fcresinin sona ermesiyle ba\u015fkanl\u0131k i\u00e7in \u00f6ne \u00e7\u0131kan isimlerden biri olan Waller, uzun y\u0131llard\u0131r merkez bankas\u0131 ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 \u00fczerine akademik ve profesyonel \u00e7al\u0131\u015fmalar y\u00fcr\u00fctt\u00fc\u011f\u00fcn\u00fc belirtirken, Trump\u2019\u0131n Fed politikalar\u0131na y\u00f6nelik ele\u015ftirilerinin yat\u0131r\u0131mc\u0131lar nezdinde ba\u011f\u0131ms\u0131zl\u0131\u011fa ili\u015fkin kayg\u0131lar\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 kabul etti.<\/p>\n
Waller, Beyaz Saray ile Fed aras\u0131ndaki ileti\u015fimin do\u011frudan ba\u015fkanla temas yerine Hazine Bakan\u0131 ile Fed Ba\u015fkan\u0131 aras\u0131ndaki kurumsal kanallar \u00fczerinden y\u00fcr\u00fct\u00fclmesi gerekti\u011fini savunurken, mevcut politika faizinin n\u00f6tr seviyenin yakla\u015f\u0131k 50\u2013100 baz puan \u00fczerinde oldu\u011funu ve bu \u00e7er\u00e7evede faiz indirimi i\u00e7in halen alan bulundu\u011funu dile getirdi.<\/p>\n
Tahvil faizleri cephesinde 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 3,48 seviyesine, 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,15 seviyesine geriledi. VIX endeksi de 16,48\u2019den 17,62 seviyesine y\u00fckseldi. Dow Jones endeksi y\u00fczde 0,47 puan d\u00fc\u015f\u00fc\u015fle 47.885,97, S&P 500 endeksi y\u00fczde 1,16 puan d\u00fc\u015f\u00fc\u015fle 6.721,43, Nasdaq endeksi y\u00fczde 1,81 puan azal\u0131\u015fla 22.693,32 seviyesinden g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
Euro B\u00f6lgesi\u2019nde Kas\u0131m ay\u0131na ili\u015fkin enflasyon verileri takip edildi. Kas\u0131m ay\u0131 T\u00dcFE verisi, ayl\u0131k bazda piyasa beklentileriyle uyumlu \u015fekilde y\u00fczde 0,3 gerileyerek, Ocak ay\u0131ndan bu yana ilk ayl\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydederken, y\u0131ll\u0131k enflasyon y\u00fczde 2,1 art\u0131\u015f ile piyasa beklentisi olan y\u00fczde 2,2 y\u00fckseli\u015fin hafif alt\u0131nda ger\u00e7ekle\u015fti. \u00c7ekirdek enflasyon ise y\u0131ll\u0131k bazda beklentilere paralel olarak y\u00fczde 2,4 y\u00fckseli\u015f g\u00f6sterdi.<\/p>\n
Avrupa endeksleri genel olarak g\u00fcn\u00fc sat\u0131c\u0131l\u0131 tamamlad\u0131. DAX y\u00fczde 0,48, Euro Stoxx 50 endeksi y\u00fczde 0,58 ve CAC 40 y\u00fczde 0,25 geriledi. \u0130ngiltere\u2019de ise Kas\u0131m ay\u0131nda enflasyonun y\u0131ll\u0131k bazda y\u00fczde 3,2 art\u0131\u015f ile piyasa beklentisi olan y\u00fczde 3,5\u2019in alt\u0131nda ger\u00e7ekle\u015fmesi, FTSE 100 endeksinin y\u00fczde 0,92 y\u00fckselerek di\u011fer Avrupa b\u00f6lge endekslerine k\u0131yasla pozitif ayr\u0131\u015fmas\u0131na katk\u0131 sa\u011flad\u0131.<\/p>\n
Asya-Pasifik piyasalar\u0131nda bu sabah \u00c7in hari\u00e7 sat\u0131c\u0131l\u0131 seyir takip ediliyor. Yapay zeka de\u011ferlemelerine ili\u015fkin endi\u015feler teknoloji hisselerinin d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc tetiklerken, Japonya Merkez Bankas\u0131\u2019n\u0131n (BOJ) \u015fahin tutumu da piyasalar\u0131 bask\u0131lad\u0131. Faiz art\u0131r\u0131m\u0131 beklentileri, yendeki s\u00fcrekli zay\u0131fl\u0131k ve giderek yap\u0131\u015fkan hale gelen yurti\u00e7i enflasyon kar\u015f\u0131s\u0131nda g\u00fc\u00e7lendi. Merkez bankas\u0131 bu iki e\u011filimi kontrol alt\u0131na almay\u0131 hedefledi\u011fini belirtmi\u015fti. BOJ yetkilileri ayr\u0131ca yak\u0131n zamanda, \u00f6n\u00fcm\u00fczdeki toplant\u0131lar\u0131nda faiz art\u0131\u015f\u0131n\u0131 tart\u0131\u015facaklar\u0131n\u0131 i\u015faret etmi\u015fti. Bu geli\u015fmelerin etkisiyle, Nikkei 225 endeksi y\u00fczde 1,17, Hang Seng y\u00fczde 0,49, Kospi y\u00fczde 1,78, Nifty 50 endeksi y\u00fczde 0,31 sat\u0131c\u0131l\u0131 i\u015flem g\u00f6r\u00fcrken, \u00c7in\u2019in Shanghai endeksi y\u00fczde 0,16 oranda pozitif i\u015flem g\u00f6r\u00fcyor.<\/p>\n
ABD vadeli endeksleri bu sabah yataya yak\u0131n kar\u0131\u015f\u0131k seyir izliyor.<\/p>\n
Bug\u00fcn ABD\u2019de, Kas\u0131m ay\u0131na ili\u015fkin enflasyon verileri ba\u015fta olmak \u00fczere haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, reel ortalama saatlik kazan\u00e7lar, Philadelphia Fed \u0130\u015fletme G\u00f6r\u00fcn\u00fcm\u00fc ve Kansas City Fed imalat aktivite endeksi verileri yak\u0131ndan izlenecek. \u0130\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n piyasa beklentilere g\u00f6re 225 bin art\u0131\u015f kaydetmesi beklenirken, devam eden ba\u015fvurular\u0131n 1,92 mln seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Kas\u0131m ay\u0131na ili\u015fkin T\u00dcFE verisinin y\u0131ll\u0131k bazda y\u00fczde 3,1, \u00e7ekirdek T\u00dcFE verisinin ise y\u0131ll\u0131k bazda y\u00fczde 3,0 seviyesinde ger\u00e7ekle\u015fmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u00d6te yandan, Philadelphia Fed \u0130\u015fletme G\u00f6r\u00fcn\u00fcm\u00fc 2,7 seviyesinde, Kansas City Fed \u0130malat aktivite endeksi verisinin de 6 seviyesinde a\u00e7\u0131klanmas\u0131 bekleniyor. Hat\u0131rlanaca\u011f\u0131 \u00fczere reel ortalama saatlik ve reel ortalama haftal\u0131k kazan\u00e7lar verisi bir \u00f6nceki d\u00f6nemde y\u0131ll\u0131k bazda y\u00fczde 0,7 art\u0131\u015f kaydetmi\u015fti. \u00d6te yandan, Euro B\u00f6lgesi\u2019nde odak noktas\u0131, Avrupa Merkez Bankas\u0131\u2019n\u0131n y\u0131l\u0131n son para politikas\u0131 toplant\u0131s\u0131ndan \u00e7\u0131kacak faiz karar\u0131nda olmas\u0131 bekleniyor. Piyasa konsens\u00fcs\u00fc, ECB\u2019nin mevcut s\u0131k\u0131 duru\u015funu koruyarak politika faizinin y\u00fczde 2,15 seviyesinde sabit tutaca\u011f\u0131 y\u00f6n\u00fcnde \u015fekilleniyor.<\/p>\n
ABD\u2019de yar\u0131n Kas\u0131m ay\u0131na ili\u015fkin ikinci el konut sat\u0131\u015flar\u0131, Kansas City Fed hizmet aktivite endeksi verileri ve Michigan \u00dcniversitesi anketi takip edilecek. Piyasa beklentilere g\u00f6re ikinci el konut sat\u0131\u015flar\u0131n\u0131n, ayl\u0131k bazda y\u00fczde 1,2 art\u0131\u015f g\u00f6stermesi bekleniyor. Hat\u0131rlanaca\u011f\u0131 \u00fczere Kansas City Fed hizmet aktivite endeksi verisi Kas\u0131m ay\u0131nda -7 seviyesinde a\u00e7\u0131klanm\u0131\u015ft\u0131. Michigan \u00dcniversitesi 1 y\u0131ll\u0131k enflasyon beklentisinin y\u00fczde 4,0 seviyesinde, 5-10 y\u0131ll\u0131k enflasyon beklentisinin de y\u00fczde 3,2 seviyesinde a\u00e7\u0131klanmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Michigan \u00dcniversitesi t\u00fcketici hissiyat endeksinin ise 53,5 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Euro B\u00f6lgesi\u2019nde ise Aral\u0131k ay\u0131na ili\u015fkin \u00f6nc\u00fc t\u00fcketici g\u00fcven endeksi ile Ekim ay\u0131na ili\u015fkin Avrupa Merkez Bankas\u0131 cari i\u015flemler dengesi verileri takip edilecek. Aral\u0131k ay\u0131 \u00f6nc\u00fc t\u00fcketici g\u00fcven endeksi verisinin – 14 seviyesinde a\u00e7\u0131klanmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Hat\u0131rlanaca\u011f\u0131 \u00fczere cari i\u015flemler dengesi verisi Eyl\u00fcl ay\u0131nda 23,1 milyar Euro a\u00e7\u0131klanm\u0131\u015ft\u0131.\u201d<\/p>\n
<\/strong> \u0130stanbul, 18 Aral\u0131k (Hibya) \u2013 Halk Yat\u0131r\u0131m, ABD vadeli endekslerinin bu sabah yataya yak\u0131n kar\u0131\u015f\u0131k seyir izledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":21884,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-21883","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\/21883","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=21883"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21883\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21884"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"