{"id":4422,"date":"2025-11-03T09:30:03","date_gmt":"2025-11-03T06:30:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/03\/gedik-yatirim-kasim-ayinda-abd-hukumetinin-ne-zaman-acilacagi-oldukca-onemli"},"modified":"2025-11-03T09:30:03","modified_gmt":"2025-11-03T06:30:03","slug":"gedik-yatirim-kasim-ayinda-abd-hukumetinin-ne-zaman-acilacagi-oldukca-onemli","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/03\/gedik-yatirim-kasim-ayinda-abd-hukumetinin-ne-zaman-acilacagi-oldukca-onemli\/","title":{"rendered":"Gedik Yat\u0131r\u0131m: Kas\u0131m ay\u0131nda, ABD h\u00fck\u00fcmetinin ne zaman a\u00e7\u0131laca\u011f\u0131 olduk\u00e7a \u00f6nemli"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m&#039;\u0131n raporunda &#8220;Ekim ay\u0131n\u0131n maj\u00f6r ba\u015fl\u0131\u011f\u0131 olan ABD Merkez Bankas\u0131 (Fed)\u2019n\u0131n faiz karar\u0131 ve verilecek mesajlar kritik \u00f6neme sahipti.&#8221; ifadeleri kullan\u0131ld\u0131.\u00a0<\/p>\n<p>Bankan\u0131n politika faizini beklentilere paralel y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na \u00e7ekti\u011fi belirtilen raporda \u015funlar kaydedildi:<\/p>\n<p>&#8220;Y\u0131l i\u00e7inde ikinci faiz indirimine gidildi\u011fi toplant\u0131n\u0131n metninde 1 Aral\u0131k&#039;tan itibaren bilan\u00e7o k\u00fc\u00e7\u00fcltmeyi durduraca\u011f\u0131 a\u00e7\u0131kland\u0131. Karar sonras\u0131 bas\u0131n toplant\u0131s\u0131nda konu\u015fan Fed Ba\u015fkan\u0131 Jerome Powell, Aral\u0131k ay\u0131nda nas\u0131l ilerlenece\u011fine ili\u015fkin farkl\u0131 g\u00f6r\u00fc\u015flerin oldu\u011funu faiz indiriminin kesin olmad\u0131\u011f\u0131 a\u00e7\u0131klamas\u0131nda bulundu. Karar 2&#039;ye kar\u015f\u0131 10 oyla al\u0131nd\u0131. Fed \u00fcyesi Stephen Miran 50 baz puanl\u0131k indirimden yana oy kulland\u0131. Di\u011fer bir \u00fcye Jeffrey Scmid ise faiz de\u011fi\u015fimi olmamas\u0131 y\u00f6n\u00fcnde oy kulland\u0131. Karar metninde enflasyonun y\u0131l ba\u015f\u0131ndan bu yana y\u00fckseldi\u011fi ve bir miktar y\u00fcksek seyretti\u011fi belirtildi. Hat\u0131rlanaca\u011f\u0131 \u00fczere son a\u00e7\u0131klanan enflasyon verisinin piyasa<br \/>\nbeklentilerinin alt\u0131nda kalmas\u0131, Fed\u2019in Ekim ay\u0131ndaki toplant\u0131s\u0131nda faiz indirimine gitme olas\u0131l\u0131\u011f\u0131n\u0131 desteklemi\u015fti.<\/p>\n<p>Eyl\u00fcl ay\u0131 T\u00dcFE rakam\u0131n\u0131n beklentilerin \u00fczerinde gelmesi ve TCMB\u2019ye y\u00f6nelik faiz indirim beklentilerinin zay\u0131flamas\u0131yla ekim ay\u0131n\u0131n ilk yar\u0131s\u0131nda zay\u0131f bir seyrin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 Borsa \u0130stanbul\u2019da 24 Ekim\u2019de CHP Kurultay davas\u0131n\u0131n reddedilmesi sonras\u0131nda belirsizliklerdeki azalmas\u0131n\u0131n etkisiyle ay i\u00e7erisindeki kay\u0131plar\u0131n geri<br \/>\nal\u0131nd\u0131\u011f\u0131 bir fiyatlama takip edildi. BIST100 Endeksi, ekim ay\u0131n\u0131 y\u00fczde 0,37 oran\u0131nda s\u0131n\u0131rl\u0131 bir d\u00fc\u015f\u00fc\u015fle 10.972 puandan tamamlad\u0131. Dolar\/TL kuru ekim ay\u0131n\u0131 y\u00fczde 1,12 oran\u0131nda bir y\u00fckseli\u015fle 42,0520 seviyesinden tamamlad\u0131. Dolar bazl\u0131 BIST-100 Endeksi, endeksteki yatay kapan\u0131\u015f ve kurdaki s\u0131n\u0131rl\u0131 y\u00fckseli\u015fe ba\u011fl\u0131 olarak ekim ay\u0131n\u0131 y\u00fczde 1,48 oran\u0131nda s\u0131n\u0131rl\u0131 bir d\u00fc\u015f\u00fc\u015fle 260,90 seviyesinden kapatt\u0131.<\/p>\n<p>Kas\u0131m ay\u0131nda, ABD h\u00fck\u00fcmetinin ne zaman a\u00e7\u0131laca\u011f\u0131 olduk\u00e7a \u00f6nemli. Ekim ay\u0131nda kapal\u0131yd\u0131 ve ABD verilerinin bir\u00e7o\u011fu a\u00e7\u0131klanmad\u0131. Kas\u0131m ay\u0131nda da, kapal\u0131 kalmaya devam ederse, ABD ekonomisine maliyetinin yan\u0131nda Fed&#039;in aral\u0131k ay\u0131 toplant\u0131s\u0131na y\u00f6nelik beklentilerinde \u015fekillenmesini zorla\u015ft\u0131racakt\u0131r. Bu nedenle, kas\u0131m ay\u0131nda h\u00fck\u00fcmetle ilgili geli\u015fmeler \u00f6nemini koruyacakt\u0131r. Yeni ayda, Avrupa ve ABD Merkez Bankalar\u0131n\u0131n faiz kararlar\u0131<br \/>\nolmayacak. Bu ay i\u00e7erisinde, a\u00e7\u0131klanacak veriler ve Banka yetkililerinin konu\u015fmalar\u0131, aral\u0131k ay\u0131 toplant\u0131lar\u0131yla ilgili ihtimalleri belirleyebilir. 06 Kas\u0131m Per\u015fembe, \u0130ngiltere Merkez Bankas\u0131n\u0131n faiz karar\u0131 takip edilecek. Asya piyasalar\u0131nda, 03 Kas\u0131m Pazartesi \u00c7in&#039;de Caixin imalat PMI, 07 Kas\u0131m Cuma \u00c7in d\u0131\u015f ticaret istatistikleri, 14 Kas\u0131m Cuma ise \u00c7in&#039;de sanayi \u00fcretimi verileri izlenecek. 17 Kas\u0131m Pazartesi, Japonya b\u00fcy\u00fcme verisi takip<br \/>\nedilecek. Yurt i\u00e7inde, enflasyon verisi ve TCMB&#039;nin enflasyon raporu ay\u0131n en \u00f6nemli ba\u015fl\u0131klar\u0131 olarak g\u00f6r\u00fclmektedir.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 3 Kas\u0131m (Hibya)- Gedik Yat\u0131r\u0131m, Kas\u0131m ay\u0131nda ABD h\u00fck\u00fcmetinin ne zaman a\u00e7\u0131laca\u011f\u0131n\u0131n olduk\u00e7a<br \/>\n\u00f6nemli oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":4423,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-4422","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\/4422","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=4422"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/4422\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/4423"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=4422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=4422"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=4422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}