Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda haftaya belirgin bir temkinli hava hakim olurken, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) kurumsal ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na y\u00f6nelik endi\u015felerin fiyatlamalar\u0131n merkezine yerle\u015fti\u011fi belirtildi. Raporda \u015funlar ifade edildi:<\/p>\n
\u201cFed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n, merkez bankas\u0131n\u0131n faiz kararlar\u0131 nedeniyle Adalet Bakanl\u0131\u011f\u0131\u2019ndan b\u00fcy\u00fck j\u00fcri celpleri ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131, Trump y\u00f6netimi ile Fed aras\u0131ndaki uzun s\u00fcredir devam eden gerilimi yeni bir boyuta ta\u015f\u0131d\u0131. Bu geli\u015fme, para politikas\u0131n\u0131n ekonomik verilerden ziyade siyasi bask\u0131larla y\u00f6nlendirilip y\u00f6nlendirilmeyece\u011fine dair soru i\u015faretlerini art\u0131r\u0131rken, ABD hisse senedi vadeli i\u015flemlerinde sat\u0131\u015f bask\u0131s\u0131na ve dolar\u0131n zay\u0131flamas\u0131na neden oldu.<\/p>\n
G\u00fcvenli liman talebi ise g\u00fc\u00e7l\u00fc \u015fekilde devreye girdi; alt\u0131n ve g\u00fcm\u00fc\u015f rekor seviyelere y\u00fckselirken \u0130svi\u00e7re frang\u0131 ba\u015fta olmak \u00fczere g\u00fcvenli para birimleri de\u011fer kazand\u0131. ABD tahvil piyasas\u0131nda ilk etapta g\u00fcvenli liman al\u0131mlar\u0131 g\u00f6r\u00fclse de Asya seans\u0131nda i\u015flemler g\u00f6rece sakin seyretti; yat\u0131r\u0131mc\u0131lar Fed\u2019in bundan sonraki faiz ad\u0131mlar\u0131na dair daha net sinyaller beklemeyi tercih etti. Asya borsalar\u0131 ise zay\u0131flayan dolar ve teknoloji hisselerindeki y\u00fckseli\u015fin deste\u011fiyle genel olarak pozitif ayr\u0131\u015ft\u0131; TSMC, Alibaba ve Tencent gibi b\u00fcy\u00fck teknoloji hisseleri endeksleri yukar\u0131 ta\u015f\u0131rken, \u00c7in\u2019de reg\u00fclasyon kaynakl\u0131 belirsizliklerin azalaca\u011f\u0131 beklentisi g\u0131da teslimat \u015firketlerinde sert y\u00fckseli\u015flere yol a\u00e7t\u0131.<\/p>\n
Emtia taraf\u0131nda petrol fiyatlar\u0131, \u0130ran\u2019daki protestolar\u0131n arz risklerini art\u0131rabilece\u011fi endi\u015fesiyle g\u00fc\u00e7l\u00fc seyrini korurken Brent ve WTI son aylardaki en sert iki g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan y\u00fcksek seviyelerde tutundu. \u00d6n\u00fcm\u00fczdeki g\u00fcnlerde piyasalar\u0131n oda\u011f\u0131nda, Fed yetkililerinin yapaca\u011f\u0131 a\u00e7\u0131klamalar, G7 toplant\u0131lar\u0131ndan \u00e7\u0131kacak mesajlar ve ABD y\u00f6netimi ile Fed aras\u0131ndaki gerilimin derinle\u015fip derinle\u015fmeyece\u011fi yer alacak; bu ba\u015fl\u0131klar risk i\u015ftah\u0131n\u0131n y\u00f6n\u00fcn\u00fc belirlemede kritik rol oynayacak.<\/p>\n
Avrupa borsalar\u0131 haftaya yatay bir a\u00e7\u0131l\u0131\u015fla ba\u015flamaya haz\u0131rlan\u0131rken, yat\u0131r\u0131mc\u0131lar hem jeopolitik riskleri hem de ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na y\u00f6nelik endi\u015feleri yak\u0131ndan izliyor. ABD\u2019de Fed Ba\u015fkan\u0131 Jerome Powell hakk\u0131nda Senato\u2019daki haziran ay\u0131 ifadesiyle ilgili ba\u015flat\u0131lan cezai soru\u015fturma ve Powell\u2019\u0131n Trump y\u00f6netimini para politikas\u0131na m\u00fcdahale etmekle su\u00e7lamas\u0131, k\u00fcresel risk alg\u0131s\u0131n\u0131 bask\u0131layan ba\u015fl\u0131ca unsurlar aras\u0131nda yer al\u0131yor. Jeopolitik cephede ise \u0130ran\u2019daki protestolar\u0131n \u015fiddetlenmesi ve ABD\u2019nin olas\u0131 m\u00fcdahale se\u00e7eneklerini de\u011ferlendirdi\u011fine dair haberler, belirsizlikleri canl\u0131 tutuyor.<\/p>\n
Avrupa taraf\u0131nda veri g\u00fcndemi yo\u011fun; \u0130svi\u00e7re\u2019de t\u00fcketici g\u00fcveni, Almanya\u2019da 2025 b\u00fcy\u00fcme verisi, Euro B\u00f6lgesi ve \u0130talya\u2019da sanayi \u00fcretimi ile d\u0131\u015f ticaret rakamlar\u0131 takip edilecek. \u0130ngiltere\u2019de ise kas\u0131m ay\u0131 GSYH verisi, imalat \u00fcretimi ve d\u0131\u015f ticaret dengesi \u00f6ne \u00e7\u0131karken, ekonominin son aylardaki zay\u0131f seyrine ra\u011fmen s\u0131n\u0131rl\u0131 bir toparlanma beklentisi bulunuyor.<\/p>\n
Polonya Merkez Bankas\u0131\u2019n\u0131n faiz karar\u0131nda politika faizini y\u00fczde 4 seviyesinde sabit tutmas\u0131 beklenirken, Almanya toptan fiyat endeksi, \u0130ngiltere perakende sat\u0131\u015f g\u00f6stergeleri ve Rusya enflasyonu da g\u00fcn\u00fcn di\u011fer \u00f6nemli ba\u015fl\u0131klar\u0131 aras\u0131nda yer al\u0131yor. Bu g\u00f6r\u00fcn\u00fcm alt\u0131nda Euro Stoxx 50 ve Stoxx 600 vadeli i\u015flemleri hafif ekside seyrederken, piyasalar k\u0131sa vadede temkinli ve veri odakl\u0131 bir fiyatlama e\u011filimini koruyor.<\/p>\n
Ge\u00e7en hafta kurda d\u00fc\u015f\u00fck volatilitede kademeli y\u00fckseli\u015f e\u011filimi devam etti. Yurt i\u00e7erisinde sanayi \u00fcretim endeksi kas\u0131m ay\u0131nda ayl\u0131k y\u00fczde 2,5 oran\u0131nda art\u0131\u015f kaydederken, y\u0131ll\u0131k art\u0131\u015f ise y\u00fczde 2,4 olarak ger\u00e7ekle\u015fti. ABD taraf\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam aral\u0131k ay\u0131nda 50 bin ile beklentilerin alt\u0131nda kal\u0131rken, i\u015fsizlik oran\u0131 y\u00fczde 4,4 ile beklentilerin 0,1 puan alt\u0131nda ger\u00e7ekle\u015fti. Ortalama saatlik kazan\u00e7lar ise aral\u0131kta y\u00fczde 0,3 ile beklentileri kar\u015f\u0131lad\u0131.<\/p>\n
Verilerin dolar endeksi \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, cuma g\u00fcn\u00fc dolar endeksi hafif y\u00fckseli\u015f e\u011filiminde haftay\u0131 tamamlad\u0131. Yeni haftaya ba\u015flarken bug\u00fcn yurt i\u00e7inde ve ABD\u2019de veri ak\u0131\u015f\u0131 sakin. Hafta genelinde yurt i\u00e7erisinde cari i\u015flemler dengesi, ABD\u2019de ise enflasyon verisi \u00f6n plana \u00e7\u0131kacak. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,15 civar\u0131nda yatay yak\u0131n g\u00f6r\u00fcn\u00fcm sergiliyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 12 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, yeni haftaya ba\u015flarken bug\u00fcn yurt i\u00e7inde ve ABD\u2019de veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":32278,"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-32277","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\/32277","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=32277"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/32277\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/32278"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=32277"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=32277"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=32277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"