A1 Capital'in raporunda, ABD\u2019de Aral\u0131k ay\u0131 enflasyon verilerinin beklenenden daha zay\u0131f \u00e7\u0131kt\u0131\u011f\u0131 ve tarifelerin fiyatlar \u00fczerinde piyasan\u0131n korktu\u011fu gibi ani bir etki yaratmad\u0131\u011f\u0131n\u0131n do\u011fruland\u0131\u011f\u0131 belirtildi. Veriye bak\u0131ld\u0131\u011f\u0131nda man\u015fet de\u011ferin ayl\u0131k bazda y\u00fczde 0,3 artarak beklentilerle \u00f6rt\u00fc\u015ft\u00fc\u011f\u00fc, \u00e7ekirdek enflasyonun ise y\u00fczde 0,3\u2019l\u00fck beklentilere kar\u015f\u0131l\u0131k y\u00fczde 0,2 ile d\u00fc\u015f\u00fck kald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcl\u00fcrken \u015fu bilgiler verildi:<\/p>\n
“Daha \u00f6nce de g\u00f6rd\u00fc\u011f\u00fcm\u00fcz bir geli\u015fmenin devam etti\u011fini g\u00f6rmekteyiz ki bu da genellikle ithal edilen ve bu nedenle g\u00fcmr\u00fck vergilerine tabi olan mallar aras\u0131nda ev aletleri\u2019nin -y\u00fczde 4,3 , mobilya ve video \/ses ekipmanlar\u0131 -y\u00fczde 0,4 \u2018l\u00fck d\u00fc\u015f\u00fc\u015f ve de otomotiv de yatay seyir bize ABD perakendecilerinin kar marjlar\u0131n\u0131 daraltt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu da sonu\u00e7 olarak; Fed Ba\u015fkan\u0131 Powell'\u0131n g\u00fcmr\u00fck vergilerinin etkisinin \u00e7ok fazla devam etmeyece\u011fini ve bu \u00e7eyrekte zirveye ula\u015fabilece\u011fini \u00f6ne s\u00fcrmesinin ard\u0131ndan, d\u00fc\u015fen benzin fiyatlar\u0131, yava\u015flayan konut kiralar\u0131 ve zay\u0131flayan \u00fccret art\u0131\u015flar\u0131 T\u00dcFE'nin y\u0131l sonuna do\u011fru y\u00fczde 2'ye \u00e7ok yakla\u015fmas\u0131na imkan verirken \u00f6zellikle so\u011fuma g\u00f6steren i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n da etkisiyle Fed\u2019den 2 yerine 3 faiz indrim bekleti\u015finin artmas\u0131na katk\u0131 sa\u011fl\u0131yor. CME Group'un FedWatch arac\u0131na g\u00f6re, Fed fonlar\u0131 vadeli i\u015flemleri \u015fu anda ABD merkez bankas\u0131n\u0131n bir sonraki iki g\u00fcnl\u00fck toplant\u0131s\u0131n\u0131n 28 Ocak'ta sona ermesiyle birlikte faiz oranlar\u0131n\u0131 sabit tutma olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 95,6 oldu\u011funu g\u00f6steriyor ve bu oran bir \u00f6nceki g\u00fcne g\u00f6re de\u011fi\u015fmedi.<\/p>\n
ABD Ba\u015fkan\u0131 Trump'\u0131n \u0130ran'la ticaret yapan \u00fclkelere y\u00fczde 25 g\u00fcmr\u00fck vergisi uygulama tehdidi, Tahran'\u0131n en b\u00fcy\u00fck ticaret orta\u011f\u0131 olan Pekin ile eski yaralar\u0131 yeniden a\u00e7ma riskini ta\u015f\u0131yor. Hat\u0131rlatmak gerekirse Trump'\u0131n 2017-2021 aras\u0131ndaki ilk ba\u015fkanl\u0131k d\u00f6neminde \u0130ran\u2019a teknoloji satmakla su\u00e7lanan \u00c7inli Huawei \u015firketini hedef alm\u0131\u015ft\u0131. Trump, bu yeni g\u00fcmr\u00fck vergisiyle \u00c7in'den ABD'ye yap\u0131lan sevkiyatlara y\u00fczde 70'i a\u015fan vergiler uygulayacak; bu oran, Trump ve \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping'in Ekim ay\u0131nda ticaret sava\u015f\u0131n\u0131 azaltmak i\u00e7in vard\u0131klar\u0131 anla\u015fmadan \u00f6nce y\u00fcr\u00fcrl\u00fckte olan y\u00fczde 57,5'lik g\u00fcmr\u00fck vergilerinden daha y\u00fcksek. Bu arada bizde \u0130ran\u2019la ticaret yapt\u0131\u011f\u0131m\u0131zdan y\u00fczde 25 g\u00fcmr\u00fck vergisinin bize de olumsuz etkisi \/Pazar kayb\u0131 olacakt\u0131r.<\/p>\n
Petrol fiyatlar\u0131, Venezuela'n\u0131n ihracata yeniden ba\u015flamas\u0131yla (Pazartesi g\u00fcn\u00fc, her biri yakla\u015f\u0131k 1,8 milyon varil ham petrol ta\u015f\u0131yan iki s\u00fcper tanker, Venezuela sular\u0131ndan ayr\u0131ld\u0131. Bu sevkiyatlar, ABD'nin Venezuela Devlet Ba\u015fkan\u0131 Nicolas Maduro'yu yakalamas\u0131n\u0131n ard\u0131ndan ihracat\u0131 yeniden canland\u0131rmak i\u00e7in Caracas ve Washington aras\u0131nda yap\u0131lan 50 milyon varillik tedarik anla\u015fmas\u0131n\u0131n ilk sevkiyatlar\u0131 olabilir.) d\u00f6rt g\u00fcnl\u00fck art\u0131\u015f\u0131n ard\u0131ndan bu sabah y\u00fckseli\u015fini durdurdu, ancak Ortado\u011fu'nun \u00f6nde gelen petrol \u00fcreticisi \u0130ran'daki \u00f6l\u00fcmc\u00fcl i\u00e7 kar\u0131\u015f\u0131kl\u0131klar\u0131n ard\u0131ndan arzda aksama endi\u015feleri piyasay\u0131 etkiliyor.<\/p>\n
Sal\u0131 g\u00fcn\u00fc Brent vadeli i\u015flemleri y\u00fczde 2,5 artarken, WTI vadeli i\u015flemleri de y\u00fczde 2,8 y\u00fckseldi. Her iki kontrat i\u00e7in de son d\u00f6rt i\u015flem g\u00fcn\u00fcnde y\u00fczde 9,2'lik bir fiyat art\u0131\u015f\u0131 ya\u015fand\u0131; \u0130ran'daki artan protestolar, OPEC'in d\u00f6rd\u00fcnc\u00fc b\u00fcy\u00fck \u00fcreticisi olan \u0130ran'dan arz kesintisi endi\u015felerini art\u0131rd\u0131. ABD Ba\u015fkan\u0131 Trump d\u00fcn \u0130ranl\u0131lar\u0131 protestolar\u0131na devam etmeye \u00e7a\u011f\u0131rd\u0131 ve yard\u0131m\u0131n yolda oldu\u011funu s\u00f6yledi ancak hangi yard\u0131m\u0131n sa\u011flanaca\u011f\u0131n\u0131 belirtmedi. Sonu\u00e7 itibariyle bu sabah Brent petrol vadeli i\u015flemleri y\u00fczde 0,14 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na 65,38 dolardan ve ABD Bat\u0131 Teksas Ham Petrol\u00fc de y\u00fczde 0,20 azal\u0131\u015fla varil ba\u015f\u0131na 61,03 dolardan i\u015flem g\u00f6rmekte.<\/p>\n
ABD enflasyon verilerinin d\u00fc\u015f\u00fck gelmesi, jeopolitik gerilimler, g\u00fc\u00e7l\u00fc sanayi ve yat\u0131r\u0131m talebi ve azalan stoklar nedeniyle ABD Merkez Bankas\u0131'n\u0131n faiz indirimine y\u00f6nelik beklentilerini peki\u015ftirince, spot g\u00fcm\u00fc\u015f ilk kez ons ba\u015f\u0131na 90 dolar seviyesinin \u00fczerine \u00e7\u0131kt\u0131. Bu geli\u015fmelere devam eden jeopolitik belirsizlik ortam\u0131 da ve de Fed'in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 ve ABD varl\u0131klar\u0131na duyulan g\u00fcven konusundaki endi\u015feleri eklenince g\u00fcvenli liman talebini artt\u0131 ve Spot alt\u0131n ons ba\u015f\u0131na 4.627 dolara y\u00fckselerek y\u00fczde 0,9 art\u0131\u015f g\u00f6sterdi, \u015eubat teslimatl\u0131 ABD alt\u0131n vadeli i\u015flemleri ise y\u00fczde 0,8 art\u0131\u015fla 4.635 dolara y\u00fckseldi.<\/p>\n
Eski Fed ba\u015fkanlar\u0131, K\u00fcresel merkez bankas\u0131 ba\u015fkanlar\u0131, Wall Street'in \u00f6nde gelen bankalar\u0131n\u0131n CEO'lar\u0131 ve di\u011fer yetkililerden Fed'in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131n kutsal oldu\u011fu ve m\u00fcdahale edilemeyece\u011fi y\u00f6n\u00fcnde Powell'a \u00e7ok g\u00fc\u00e7l\u00fc bir destek geldi. Bu durum, daha y\u00fcksek enflasyon, h\u00fck\u00fcmet i\u00e7in daha y\u00fcksek finansman maliyetleri ve ekonomik faaliyetlerde daha fazla dalgalanma gibi olumsuz sonu\u00e7lara yol a\u00e7ma riski ta\u015f\u0131yor. Piyasalar ihtiyatl\u0131 davran\u0131yor: Aceleci sonu\u00e7lara varm\u0131yorlar ve bence sa\u011fduyu galip gelecek ve Fed'in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 korunacakt\u0131r. Trump'\u0131n acil durum g\u00fcmr\u00fck vergilerinin yasall\u0131\u011f\u0131na ili\u015fkin olas\u0131 bir Y\u00fcksek Mahkeme karar\u0131 \u00f6ncesinde, Asya piyasalar\u0131n\u0131n erken saatlerinde \u00e7o\u011fu d\u00f6viz \u00e7iftinde oynakl\u0131k d\u00fc\u015f\u00fck seviyede seyretti.”<\/p>\n
<\/strong> \u0130stanbul, 14 Ocak (Hibya) – A1 Capital, petrol fiyatlar\u0131n\u0131n, Venezuela’n\u0131n ihracata yeniden ba\u015flamas\u0131yla d\u00f6rt g\u00fcnl\u00fck art\u0131\u015f\u0131n ard\u0131ndan bu sabah y\u00fckseli\u015fini durdurdu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":33184,"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-33183","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\/33183","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=33183"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/33183\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/33184"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=33183"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=33183"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=33183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"