Piramit Menkul K\u0131ymetler'in raporunda,\u00a0y\u0131lba\u015f\u0131 haftas\u0131nda k\u00fcresel piyasalar\u0131n\u0131n sakin bir veri takvimi bekledi\u011fi belirtildi. ABD\u2019de Fed\u2019in son para piyasas\u0131 toplant\u0131s\u0131n\u0131n tutanaklar\u0131 yay\u0131mlanac\u011f\u0131na de\u011finilirken \u015fu bilgiler verildi:<\/p>\n
“Ayr\u0131ca, d\u00fcnya genelinde aral\u0131k ay\u0131n\u0131n nihai PMI verileri a\u00e7\u0131klanacak.<\/p>\n
ABD\u2019de sal\u0131 g\u00fcn\u00fc Fed\u2019in y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc faiz indirimine gitti\u011fi, 2025\u2019in son para politikas\u0131 toplant\u0131s\u0131n\u0131n tutanaklar\u0131 yay\u0131mlanacak. Fed, 9-10 Aral\u0131k tarihli toplant\u0131s\u0131nda politika faizini 25bp indirerek y\u00fczde 3,50-3,75 aral\u0131\u011f\u0131na \u00e7ekti ve b\u00f6ylece y\u0131l i\u00e7inde \u00fc\u00e7 indirimle toplam 75bp indirim ger\u00e7ekle\u015ftirmi\u015f oldu. Ancak karar metnindeki ifade de\u011fi\u015fikli\u011fi bundan sonraki faiz ad\u0131mlar\u0131n\u0131n daha belirsiz ve verilere ba\u011f\u0131ml\u0131 olaca\u011f\u0131na i\u015faret etti.<\/p>\n
Fed, ayr\u0131ca, rezervlerin \u201cyeterli\u201d seviyenin alt\u0131na indi\u011fini belirterek Aral\u0131k\u2019tan itibaren ayl\u0131k 40 milyar dolarl\u0131k Hazine bonosu al\u0131mlar\u0131na ba\u015flayaca\u011f\u0131n\u0131 duyurdu ve bilan\u00e7o daraltma s\u00fcrecini fiilen sonland\u0131rd\u0131.<\/p>\n
Ayr\u0131ca, \u00e7eyreklik bazda g\u00fcncellenen noktasal grafiklere g\u00f6re politika yap\u0131c\u0131lar\u0131n makro ekonomik projeksiyonlar\u0131:<\/p>\n
\u00c7ekirdek PCE 2025 tahmini y\u00fczde 3,1'den y\u00fczde 3,0'a indirildi. 2026 beklentisi de y\u00fczde 2,6'dan y\u00fczde 2,5'e \u00e7ekildi.<\/p>\n
PCE tahmini de 2025 i\u00e7in y\u00fczde 3,0'dan y\u00fczde 2,9'a, 2026 i\u00e7in y\u00fczde 2,6'dan y\u00fczde 2,4'e geriledi.<\/p>\n
2026\u2019da sadece bir kez (25bp) faiz indirimine gidilece\u011fi \u00f6ng\u00f6r\u00fcs\u00fc \u00f6nceki projeksiyonlara g\u00f6re de\u011fi\u015fmedi.<\/p>\n
Eyl\u00fcl ay\u0131nda y\u00fczde 1,6 olarak \u00f6ng\u00f6r\u00fclen b\u00fcy\u00fcme oran\u0131 tahmini y\u00fczde 1,7 oldu. 2026 b\u00fcy\u00fcme tahmini de y\u00fczde 1,8'den y\u00fczde 2,3'e \u00e7\u0131kt\u0131.<\/p>\n
\u0130\u015fsizlik tahminlerinde ise 2025 i\u00e7in y\u00fczde 4,5, 2026 i\u00e7in ise y\u00fczde 4,4 seviyesi korundu.<\/p>\n
Bu hafta \u00e7ar\u015famba g\u00fcn\u00fc \u00c7in\u2019in PMI verileri, cuma g\u00fcn\u00fc ise d\u00fcnya genelinde imalat PMI verileri takip edilecek.<\/p>\n
\u00c7in\u2019de Caixin (S&P Global) imalat PMI kas\u0131mda 50,6\u2019dan 49,9\u2019a gerileyerek beklentinin alt\u0131nda kalm\u0131\u015ft\u0131.<\/p>\n
\u00c7in\u2019de resmi imalat PMI kas\u0131mda 49,0\u2019dan 49,2\u2019ye y\u00fckselerek beklentiyi kar\u015f\u0131lad\u0131.<\/p>\n
\u00c7in\u2019de resmi imalat d\u0131\u015f\u0131 PMI kas\u0131mda 50,1\u2019den 49,5\u2019e gerileyerek beklentinin alt\u0131nda kald\u0131.<\/p>\n
Almanya imalat PMI \u00f6nc\u00fc veriye g\u00f6re aral\u0131kta 48,2\u2019den 47,7\u2019ye gerileyerek beklentinin alt\u0131nda kald\u0131.<\/p>\n
Euro B\u00f6lgesi\u2019nde imalat PMI \u00f6nc\u00fc veriye g\u00f6re aral\u0131kta 49,6\u2019dan 49,2\u2019ye gerileyerek beklentinin alt\u0131nda kald\u0131.<\/p>\n
\u0130ngiltere imalat PMI \u00f6nc\u00fc veriye g\u00f6re aral\u0131kta 50,2\u2019den 51,2\u2019ye y\u00fckselerek beklentiyi a\u015ft\u0131.<\/p>\n
ABD (S&P Global) imalat PMI \u00f6nc\u00fc veriye g\u00f6re aral\u0131kta 52,2\u2019den 51,8\u2019e gerileyerek beklentinin alt\u0131nda kald\u0131.<\/p>\n
Yurt i\u00e7inde de y\u0131l\u0131n son ve yeni y\u0131l\u0131n ilk i\u015flem g\u00fcnlerinde g\u00f6rece s\u0131n\u0131rl\u0131 bir veri ak\u0131\u015f\u0131 takip edilecek. Hafta boyunca ekonomik g\u00fcven endeksi, i\u015f g\u00fcc\u00fc istatistikleri, d\u0131\u015f ticaret verileri ve imalat PMI a\u00e7\u0131klanacak.<\/p>\n
Sal\u0131 g\u00fcn\u00fc yurt i\u00e7inde T\u00dc\u0130K\u2019in a\u00e7\u0131klayaca\u011f\u0131 aral\u0131k ay\u0131na ili\u015fkin ekonomik g\u00fcven endeksi ve kas\u0131m i\u015f g\u00fcc\u00fc istatistikleri takip edilecek.<\/p>\n
Ekonomik g\u00fcven endeksi ekimde 98,2 iken kas\u0131mda y\u00fczde 1,3 art\u0131\u015fla 99,5 de\u011ferini alm\u0131\u015ft\u0131. Kas\u0131mda, bir \u00f6nceki aya g\u00f6re, t\u00fcketici g\u00fcven endeksi y\u00fczde 1,6 art\u0131\u015fla 85,0, reel kesim (imalat sanayi) g\u00fcven endeksi y\u00fczde 1,2 art\u0131\u015fla 103,2, hizmet sekt\u00f6r\u00fc g\u00fcven endeksi y\u00fczde 1,0 art\u0131\u015fla 111,8, perakende ticaret sekt\u00f6r\u00fc g\u00fcven endeksi y\u00fczde 0,9 art\u0131\u015fla 114,2, in\u015faat sekt\u00f6r\u00fc g\u00fcven endeksi y\u00fczde 1,5 art\u0131\u015fla 84,9 de\u011ferini ald\u0131.<\/p>\n
Mevsim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f i\u015fsizlik oran\u0131 ekimde bir \u00f6nceki aya g\u00f6re 0,1 puan azal\u0131\u015fla y\u00fczde 8,5 oldu. Gen\u00e7 n\u00fcfusta mevsim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f i\u015fsizlik oran\u0131 0,6 puan art\u0131\u015fla y\u00fczde 15,6 oldu. Mevsim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f at\u0131l i\u015fg\u00fcc\u00fc oran\u0131 1,1 puan art\u0131\u015fla y\u00fczde 29,6 oldu.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc yurt i\u00e7inde T\u00dc\u0130K\u2019in a\u00e7\u0131klayaca\u011f\u0131 kas\u0131m ay\u0131na ili\u015fkin nihai d\u0131\u015f ticaret istatistikleri ve kas\u0131m ay\u0131n\u0131n Hizmet \u00dcretici Fiyat Endeksi (H-\u00dcFE) verisi takip edilecek.<\/p>\n
Ticaret Bakanl\u0131\u011f\u0131\u2019n\u0131n \u00f6nc\u00fc verilerine g\u00f6re kas\u0131mda ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re; ihracat y\u00fczde 2,2 art\u0131\u015fla 22,72mlr USD, ithalat y\u00fczde 2,6 art\u0131\u015fla 30,52mlr USD oldu. D\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 4,0 art\u0131\u015fla 7,81mlr USD oldu. Ocak-kas\u0131m d\u00f6neminde, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re, ihracat y\u00fczde 3,7 art\u0131\u015fla 247,19mlr USD, ithalat y\u00fczde 5,7 art\u0131\u015fla 329,68mlr USD, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 12,4 art\u0131\u015fla 82,49mlr USD oldu.<\/p>\n
H-\u00dcFE ekimde bir \u00f6nceki aya g\u00f6re y\u00fczde 0,19, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 35,02, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 34,85 ve on iki ayl\u0131k ortalamalara g\u00f6re y\u00fczde 38,96 artm\u0131\u015ft\u0131.<\/p>\n
Haftan\u0131n son i\u015flem g\u00fcn\u00fcnde \u0130stanbul Sanayi Odas\u0131\u2019n\u0131n (\u0130SO) T\u00fcrkiye PMI\u00ae \u0130malat Sanayi Raporunu yay\u0131mlayacak. \u0130malat PMI kas\u0131mda 48,0 de\u011ferini alarak son dokuz ay\u0131n en y\u00fcksek seviyesine y\u00fckselmi\u015fti. Kas\u0131m raporunda g\u00f6re ge\u00e7en ay, \u00fcretim ve yeni sipari\u015flerde d\u00fc\u015f\u00fc\u015f yava\u015flarken maliyet enflasyonu 2025\u2019in en d\u00fc\u015f\u00fck d\u00fczeyine indi; \u00fcr\u00fcn fiyatlar\u0131 \u0131l\u0131ml\u0131 art\u0131\u015f g\u00f6sterdi. \u0130stihdamda son sekiz ay\u0131n en hafif daralmas\u0131 kaydedildi.”<\/p>\n
<\/strong> \u0130stanbul, 29 Aral\u0131k (Hibya) – Piramit Menkul K\u0131ymetler, y\u0131lba\u015f\u0131 haftas\u0131nda k\u00fcresel piyasalar\u0131n\u0131n sakin bir veri takvimi bekledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":26427,"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-26426","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\/26426","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=26426"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/26426\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/26427"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=26426"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=26426"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=26426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"