A1 Capital'in raporunda “ABD ba\u015fkan\u0131 Trump ve \u00c7in Devlet ba\u015fkan\u0131 Xi Jinping aras\u0131nda var\u0131lan anla\u015fma bir y\u0131ll\u0131k bir ate\u015fkesin kurulmas\u0131yla olumlu bir \u015fekilde sona erdi.” ifadeleri kullan\u0131ld\u0131. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“\u00c7in'e uygulanan ithalat tarifelerini d\u00fc\u015f\u00fcr\u00fcyor, \u00c7in'in nadir toprak elementleri ihracat\u0131ndaki baz\u0131 kontrolleri kald\u0131r\u0131yor ve \u00c7inli firmalar\u0131n baz\u0131 ABD teknolojilerini alabilmelerine olanak tan\u0131yor.<\/p>\n
Ancak k\u00fcresel ticareti alt\u00fcst eden kritik minerallere y\u00f6nelik daha \u00f6nceki k\u0131s\u0131tlamalar devam ediyor. Uzun vadede, daha fazla ekonominin ekonomik g\u00fcvenli\u011fe odakland\u0131\u011f\u0131 bir d\u00fcnyaya do\u011fru ilerliyor gibi g\u00f6r\u00fcn\u00fcyoruz. Hangi konuda ne oldu beraber bakal\u0131m.<\/p>\n
Fentanil ile ilgili tarifeler y\u00fczde 10 d\u00fc\u015f\u00fcr\u00fclerek \u00c7in \u00fcr\u00fcnlerine uygulanan fiili tarife oran\u0131 yakla\u015f\u0131k y\u00fczde 47'ye
\n\u00e7\u0131kar\u0131lacak. Trump, Xi'nin Amerikal\u0131lar\u0131n a\u015f\u0131r\u0131 dozdan \u00f6l\u00fcmlerinin ba\u015fl\u0131ca nedeni olan \u00f6l\u00fcmc\u00fcl sentetik bir opioid olan fentanilin ak\u0131\u015f\u0131n\u0131 durdurmak i\u00e7in “\u00e7ok s\u0131k\u0131 \u00e7al\u0131\u015faca\u011f\u0131n\u0131” s\u00f6yledi. G\u00fcmr\u00fck vergisinin d\u00fc\u015f\u00fcr\u00fclmesinin sebebinin “ger\u00e7ekten g\u00fc\u00e7l\u00fc bir ad\u0131m att\u0131klar\u0131na inand\u0131\u011f\u0131m i\u00e7in” oldu\u011funu da ekledi.)<\/p>\n
\u00c7in'e b\u00fcy\u00fck miktarlarda soya fasulyesi, sorgum ve di\u011fer tar\u0131m \u00fcr\u00fcnlerini sat\u0131n almaya ba\u015flayacak. \u00c7in, otomobillerde, u\u00e7aklarda ve silahlarda hayati rol oynayan ve Pekin'in ABD ile ticaret sava\u015f\u0131nda en g\u00fc\u00e7l\u00fc kald\u0131ra\u00e7 kayna\u011f\u0131 haline gelen nadir toprak elementlerine y\u00f6nelik bu ay a\u00e7\u0131klanan ihracat kontrollerini durdurmay\u0131 kabul etti . Ancak Nisan ay\u0131nda getirilen ve yedi nadir toprak elementinin ve \u00f6zellikle otomobil \u00fcreticileri, savunma \u015firketleri ve \u00e7ip \u00fcreticileri i\u00e7in hayati \u00f6nem ta\u015f\u0131yan nadir toprak m\u0131knat\u0131slar\u0131n\u0131n ihracat\u0131n\u0131 kontrol eden k\u0131s\u0131tlamalar\u0131n devam etti\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u00c7in'in 9 Ekim'de yapt\u0131\u011f\u0131 ihracat kontrol duyurular\u0131 aras\u0131nda elektrikli pil ekipmanlar\u0131 ve end\u00fcstriyel elmaslara y\u00f6nelik yeni k\u0131s\u0131tlamalar da yer al\u0131yordu. Pil k\u0131s\u0131tlamalar\u0131, \u00c7in'in d\u00fcnya lideri pil sekt\u00f6r\u00fcn\u00fcn baz\u0131 yabanc\u0131 m\u00fc\u015fterileri aras\u0131nda pani\u011fe yol a\u00e7t\u0131 ve Hindistan'\u0131n Reliance Industries ve di\u011fer \u015firketlerinin, kas\u0131m ay\u0131 ba\u015f\u0131ndaki son tarihten \u00f6nce \u00fclkeden sevkiyatlar\u0131 aceleye getirmesine neden oldu. Ekim ay\u0131na ili\u015fkin tedbirlere ara verme taahh\u00fcd\u00fcn\u00fcn pilleri ve end\u00fcstriyel elmaslar\u0131 da kapsay\u0131p kapsamad\u0131\u011f\u0131 hen\u00fcz belli de\u011fil.<\/p>\n
\u00c7in'in gemi yap\u0131m\u0131, okyanus ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 ve lojistikteki k\u00fcresel hakimiyetini k\u0131rmak amac\u0131yla \u00c7in gemilerine uygulanan yeni ABD liman \u00fccretlerinin geri al\u0131nmas\u0131n\u0131 talep etmi\u015fti. Trump, ABD'nin tavizleri hakk\u0131nda hen\u00fcz bir a\u00e7\u0131klama yapmad\u0131.<\/p>\n
Nvidia'n\u0131n \u00c7in'in 50 milyar dolarl\u0131k yapay zeka pazar\u0131nda varl\u0131\u011f\u0131n\u0131 s\u00fcrd\u00fcrme umutlar\u0131na bir darbe daha vuran Trump, Nvidia \u00e7ip sat\u0131\u015flar\u0131yla ilgili g\u00f6r\u00fc\u015fmelerden uzak durarak, bunun \u015firketin \u00e7\u00f6zece\u011fi bir konu oldu\u011funu s\u00f6yledi. \u00c7in ayr\u0131ca ABD'den enerji sat\u0131n alma s\u00fcrecine ba\u015flayaca\u011f\u0131n\u0131 da kabul etti. Alaska eyaleti'nden petrol ve gaz al\u0131m\u0131yla ilgili \u00e7ok b\u00fcy\u00fck \u00f6l\u00e7ekli bir i\u015flem ger\u00e7ekle\u015febilir.<\/p>\n
ABD Merkez Bankas\u0131 (FED), \u00c7ar\u015famba g\u00fcn\u00fc faiz oranlar\u0131n\u0131 \u00e7eyrek puan d\u00fc\u015f\u00fcrd\u00fckten sonra di\u011fer \u00f6nemli faiz belirleyicileriyle ayn\u0131 \u00e7izgiye geri d\u00f6nd\u00fc ancak Washington'daki kapanman\u0131n tahmin merce\u011fini buland\u0131rmas\u0131 nedeniyle faiz indirimine devam edece\u011fi y\u00f6n\u00fcndeki piyasa beklentilerine kar\u015f\u0131 \u00e7\u0131kt\u0131. Yat\u0131r\u0131mc\u0131lar, FED'in 10 Aral\u0131k'taki bir sonraki politika toplant\u0131s\u0131nda faiz oranlar\u0131n\u0131 tekrar d\u00fc\u015f\u00fcrece\u011fine dair Beklentilerini azaltt\u0131. CME Group'un FedWatch arac\u0131na g\u00f6re, Fed fon vadeli i\u015flemleri, bir hafta \u00f6nce y\u00fczde 91,1 olan olas\u0131l\u0131kla kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda, 25 baz puanl\u0131k bir indirim olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 74,7 oldu\u011funu g\u00f6steriyor. ABD 10 y\u0131ll\u0131k Hazine tahvilinin getirisi, \u00f6nceki kapan\u0131\u015f seviyesi olan y\u00fczde 4,093'e k\u0131yasla 0,59 baz puan artarak \u00fc\u00e7 haftan\u0131n en y\u00fcksek seviyesi olan y\u00fczde 4,0989'a ula\u015ft\u0131.<\/p>\n
Japonya Merkez Bankas\u0131, per\u015fembe g\u00fcn\u00fc faiz oranlar\u0131n\u0131 sabit tuttu ancak ekonominin \u00f6ng\u00f6rd\u00fc\u011f\u00fc \u015fekilde hareket etmesi halinde bor\u00e7lanma maliyetlerini art\u0131rmaya devam edece\u011fi s\u00f6z\u00fcn\u00fc yineledi ve yat\u0131r\u0131mc\u0131lar\u0131n odak noktas\u0131n\u0131n Aral\u0131k ay\u0131ndaki toplant\u0131ya \u00e7evrilmesine neden oldu. A\u00e7\u0131klaman\u0131n ard\u0131ndan yen de\u011fer kaybetti.<\/p>\n
ABD Hazine Bakan\u0131 Scott Bessent bu hafta, para biriminin \u00e7ok fazla zay\u0131flamas\u0131n\u0131 \u00f6nlemek i\u00e7in Japonya Merkez Bankas\u0131'n\u0131n (BOJ) faiz oranlar\u0131n\u0131 daha h\u0131zl\u0131 art\u0131rmas\u0131 \u00e7a\u011fr\u0131s\u0131nda bulundu.<\/p>\n
Avrupa Merkez Bankas\u0131 (ECB) d\u00fcn yat\u0131r\u0131mc\u0131lar\u0131n beklentilerini kar\u015f\u0131lad\u0131 ve blo\u011fun ana mevduat faizini \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc toplant\u0131da y\u00fczde 2'de tuttu. Yat\u0131r\u0131mc\u0131lar, ECB'nin bu gev\u015feme d\u00f6ng\u00fcs\u00fcn\u00fcn neredeyse sona erdi\u011fini d\u00fc\u015f\u00fcn\u00fcyor ve Temmuz 2026'ya kadar daha fazla gev\u015feme ihtimalinin y\u00fczde 50'den az oldu\u011funu fiyatl\u0131yor.<\/p>\n
Alt\u0131n fiyatlar\u0131 bu sabah, ABD Merkez Bankas\u0131'n\u0131n faiz indirimlerine ili\u015fkin belirsizlik nedeniyle dolar\u0131n g\u00fc\u00e7lenmesiyle d\u00fc\u015ft\u00fc, ancak k\u00fcl\u00e7e alt\u0131n hala \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc ayl\u0131k art\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirme yolunda.<\/p>\n
Spot alt\u0131n, ons ba\u015f\u0131na y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015fle 4.004 dolara geriledi. K\u00fcl\u00e7e alt\u0131n bu ay \u015fu ana kadar y\u00fczde 3,9 de\u011fer
\nkazand\u0131. D\u00fcnyan\u0131n en b\u00fcy\u00fck alt\u0131n destekli borsa yat\u0131r\u0131m fonu olan SPDR Gold Trust, Per\u015fembe g\u00fcn\u00fc elindeki alt\u0131n miktar\u0131n\u0131n \u00c7ar\u015famba g\u00fcnk\u00fc 1.036,05 tondan y\u00fczde 0,42 artarak 1.040,35 tona \u00e7\u0131kt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Di\u011fer yandan spot g\u00fcm\u00fc\u015f ons ba\u015f\u0131na 48,94 dolarda sabit kal\u0131rken, platin y\u00fczde 0,2 art\u0131\u015fla 1.614,53 dolara,
\npaladyum ise y\u00fczde 1,7 art\u0131\u015fla 1.469,63 dolara \u00e7\u0131kt\u0131.”<\/p>\n
<\/strong> \u0130stanbul, 31 Ekim (Hibya)- A1 Capital, spot alt\u0131n\u0131n ons ba\u015f\u0131na y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015fle 4.004 dolara geriledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":3405,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-3404","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\/3404","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=3404"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/3404\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/3405"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=3404"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=3404"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=3404"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"