Halk Yat\u0131r\u0131m\u2019\u0131n raporunda Asya piyasalar\u0131nda ABD istihdam verileri ve Trump\u2019\u0131n tarifelerine ili\u015fkin Y\u00fcksek Mahkeme\u2019den \u00e7\u0131kabilecek olas\u0131 karar \u00f6ncesinde temkinli ve dalgal\u0131 bir seyir izlendi\u011fi aktar\u0131ld\u0131. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cMSCI Asya Pasifik Endeksi g\u00fcn i\u00e7inde s\u0131n\u0131rl\u0131 kazan\u0131mlar ve kay\u0131plar aras\u0131nda gidip gelirken, yat\u0131r\u0131mc\u0131lar\u0131n k\u0131sa vadeli belirsizlikler nedeniyle net bir y\u00f6n almakta zorland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Hisse bazl\u0131 ayr\u0131\u015fmalar \u00f6ne \u00e7\u0131karken, Hong Kong\u2019da Alibaba hisseleri \u00c7in\u2019in Nvidia H200 \u00e7iplerinin ithalat\u0131na onay vermeyi planlad\u0131\u011f\u0131 haberleriyle y\u00fckseldi. Rio Tinto hisseleri, Glencore ile yeniden birle\u015fme g\u00f6r\u00fc\u015fmelerinin yaratt\u0131\u011f\u0131 belirsizlik nedeniyle bask\u0131 alt\u0131nda kald\u0131. \u00c7in borsalar\u0131, g\u0131da fiyatlar\u0131 kaynakl\u0131 enflasyon art\u0131\u015f\u0131n\u0131n etkisiyle destek bulsa da, temel deflasyonist bask\u0131lar\u0131n s\u00fcrd\u00fc\u011f\u00fc alg\u0131s\u0131 piyasalar\u0131 s\u0131n\u0131rl\u0131yor.<\/p>\n
Enflasyonun Aral\u0131k ay\u0131nda g\u0131da fiyatlar\u0131ndaki art\u0131\u015f\u0131n etkisiyle y\u0131ll\u0131k y\u00fczde 0,8\u2019e y\u00fckselerek yakla\u015f\u0131k \u00fc\u00e7 y\u0131l\u0131n en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 kaydetti\u011fini takip ettik. Buna kar\u015f\u0131n \u00fcretici fiyatlar\u0131n\u0131n y\u00fczde 1,9 d\u00fc\u015fmeye devam etmesi ve zay\u0131f i\u00e7 talep, ekonomideki deflasyonist bask\u0131lar\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ederken, bu g\u00f6r\u00fcn\u00fcm para politikas\u0131nda gev\u015fek duru\u015fun korunabilece\u011fini g\u00f6steriyor. Emtia taraf\u0131nda petrol y\u00fckselirken, alt\u0131n ve g\u00fcm\u00fc\u015fte hafif geri \u00e7ekilmeler izleniyor.<\/p>\n
ABD vadeliler cephesinde a\u011f\u0131rl\u0131kl\u0131 negatif seyir g\u00f6r\u00fcl\u00fcyor. Bug\u00fcn ABD taraf\u0131nda; tar\u0131m d\u0131\u015f\u0131 istihdam, i\u015fsizlik oran\u0131 ve Michigan \u00dcniversitesi verilerinin takibini ger\u00e7ekle\u015ftirece\u011fiz. Tar\u0131m d\u0131\u015f\u0131 istihdam taraf\u0131nda Kas\u0131m ay\u0131 verisi 64k\u2019dan -105k seviyesine revize edilirken, piyasa beklentisi 70k seviyesinde bulunuyor. \u0130\u015fsizlik oran\u0131 verisinin ayl\u0131k bazda y\u00fczde 0,1 azal\u0131\u015fla, Kas\u0131m ay\u0131nda y\u00fczde 4,5 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Michigan \u00dcniversitesi t\u00fcketici hissiyat\u0131 Aral\u0131k ay\u0131 \u00f6nc\u00fc verisine y\u00f6nelik piyasa beklentisi, 0,6 puan art\u0131\u015fla 53,5 seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde.<\/p>\n
Ek olarak, ABD Y\u00fcksek Mahkemesi, Trump\u2019\u0131n 1977 tarihli Uluslararas\u0131 Acil Ekonomik Yetkiler Yasas\u0131 (IEEPA) kapsam\u0131nda tek tarafl\u0131 uygulad\u0131\u011f\u0131 tarifelerin yasall\u0131\u011f\u0131n\u0131 de\u011ferlendirirken, karar bug\u00fcn a\u00e7\u0131klanabilir. Alt mahkemeler, ba\u015fkan\u0131n bu yetkisinin Anayasa gere\u011fi s\u0131n\u0131rl\u0131 oldu\u011funu ve IEEPA\u2019n\u0131n s\u0131n\u0131rs\u0131z tarife yetkisi vermedi\u011fini belirlemi\u015fti. Trump\u2019\u0131n Nisan 2025\u2019te ilan etti\u011fi tarifeler, y\u00fczde 10\u2013y\u00fczde 50 aras\u0131 oranlarla \u00e7o\u011fu ithalata uygulanm\u0131\u015ft\u0131.<\/p>\n
Baz\u0131lar\u0131 ABD\u2019deki yasakl\u0131 madde krizi ve ticaret a\u00e7\u0131klar\u0131 gerek\u00e7esiyle savunulmu\u015ftu. Mahkeme karar\u0131 Trump\u2019\u0131n tarifeleri toplamas\u0131n\u0131 engellerse, daha \u00f6nce \u00f6denen tarifelerin iadesi g\u00fcndeme gelebilir ve kamu gelirlerinde d\u00fc\u015f\u00fc\u015f, hazine tahvili ihrac\u0131nda art\u0131\u015f ve faizler \u00fczerinde bask\u0131 yaratabilir. Ancak Trump, daha s\u0131n\u0131rl\u0131 yetkilerle ba\u015fka yasalar \u00e7er\u00e7evesinde tarifeleri yeniden uygulayabilir. Ayr\u0131ca bu geli\u015fme, de\u011ferli madenlerin hareketleri i\u00e7in belirleyici olabilir.<\/p>\n
Haftaya ABD\u2019de, enflasyon verileri ana ba\u015fl\u0131k olarak ortaya \u00e7\u0131k\u0131yor. T\u00dcFE verisi 13 Ocak\u2019ta, \u00dcFE verisi ise 14 Ocak\u2019ta takip edilecek. Aral\u0131k ay\u0131 enflasyonunun ayl\u0131k bazda y\u00fczde 0,3, y\u0131ll\u0131k bazda y\u00fczde 2,7 seviyelerinde ger\u00e7ekle\u015fmesi beklenirken, \u00e7ekirdek tarafta ise piyasa beklentisi y\u0131ll\u0131k bazda y\u00fczde 2,7 seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde bulunuyor. Kas\u0131m ay\u0131na ili\u015fkin \u00dcFE taraf\u0131nda ise, ayl\u0131k ve y\u0131ll\u0131k bazda y\u00fczde 0,2 ve y\u00fczde 2,6 art\u0131\u015flar bekleniyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 9 Ocak (Hibya) \u2013 Halk Yat\u0131r\u0131m, ABD vadeliler cephesinde a\u011f\u0131rl\u0131kl\u0131 negatif seyir g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":31225,"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-31224","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\/31224","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=31224"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/31224\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/31225"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=31224"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=31224"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=31224"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"