Piramit Menkul K\u0131ymetler'in raporunda \u015fu ifadelere yer verildi:<\/p>\n
''Maj\u00f6r ekonomilerin merkez bankas\u0131 para politikas\u0131 toplant\u0131lar\u0131, b\u00fcy\u00fcme ve enflasyon verileri ve b\u00fcy\u00fck teknoloji \u015firketlerinin bilan\u00e7olar\u0131n\u0131n izlendi\u011fi yo\u011fun veri ak\u0131\u015f\u0131n\u0131n ard\u0131ndan k\u00fcresel piyasalar\u0131 daha sakin bir hafta bekliyor.<\/p>\n
ABD\u2019de resmi istihdam raporu i\u00e7in \u00f6nc\u00fc g\u00f6sterge olarak izlenen ADP Enstit\u00fcs\u00fcn\u00fcn istihdam raporu \u00e7ar\u015famba g\u00fcn\u00fc yay\u0131mlanacak. ADP verisine g\u00f6re \u00f6zel sekt\u00f6r istihdam\u0131 a\u011fustos (revize) ve eyl\u00fcl aylar\u0131nda azalm\u0131\u015ft\u0131. Pandemi sonras\u0131 toparlanman\u0131n ard\u0131ndan i\u015f g\u00fcc\u00fc piyasas\u0131 kademeli bir \u015fekilde yava\u015flarken \u00f6zel sekt\u00f6r istihdam\u0131 haziranda pandemi d\u00f6neminden beri ilk kez d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. ABD \u00c7al\u0131\u015fma Bakanl\u0131\u011f\u0131\u2019n\u0131n normal \u015fartlarda bu hafta cuma g\u00fcn\u00fc a\u00e7\u0131klayaca\u011f\u0131 resmi istihdam raporunun h\u00fck\u00fcmet kapanmas\u0131 nedeniyle a\u00e7\u0131klanmas\u0131 beklenmemektedir.<\/p>\n
Bu hafta ABD i\u015f g\u00fcc\u00fc piyasas\u0131na ili\u015fkin takip edilecek di\u011fer bir \u00f6nemli veri \u00c7al\u0131\u015fma Bakanl\u0131\u011f\u0131\u2019n\u0131n a\u00e7\u0131klayaca\u011f\u0131 JOLT anketinin sonu\u00e7lar\u0131 olacak. A\u00e7\u0131k i\u015f say\u0131s\u0131 temmuzda 7,21 milyon iken a\u011fustosta 7,23 milyona s\u0131n\u0131rl\u0131 bir y\u00fckseli\u015f olmu\u015ftu. A\u00e7\u0131k i\u015f say\u0131s\u0131, 2022\u2019nin ilk \u00e7eyre\u011finde yakla\u015f\u0131k 12 milyonla ula\u015ft\u0131\u011f\u0131 zirvenin ard\u0131ndan s\u00fcregelen gev\u015feme e\u011filimini korumaktad\u0131r.<\/p>\n
ABD\u2019de haftan\u0131n son i\u015flem g\u00fcn\u00fc Michigan \u00dcniversitesinin kas\u0131m ay\u0131 T\u00fcketici G\u00fcven Endeksi a\u00e7\u0131klanacak. ABD hane halk\u0131n\u0131n mevcut ve gelecek ekonomik ko\u015fullara ili\u015fkin iyimserlik seviyesini \u00f6l\u00e7en endeks, ekimde 55,1\u2019den 53,6\u2019ya y\u00fckselmi\u015fti.<\/p>\n
Euro B\u00f6lgesi\u2019nde \u00e7ar\u015famba g\u00fcn\u00fc eyl\u00fcl \u00dcFE, per\u015fembe g\u00fcn\u00fc perakende sat\u0131\u015f hacmi verileri takip edilecek. \u00dcFE a\u011fustosta ayl\u0131k y\u00fczde 0,3 azal\u0131rken y\u0131ll\u0131k bazda y\u00fczde 0,6 ile beklenenden daha fazla geriledi. Perakende sat\u0131\u015flar a\u011fustosta ayl\u0131k y\u00fczde 0,1, y\u0131ll\u0131k y\u00fczde 1,0 ile beklentiye paralel artm\u0131\u015ft\u0131.<\/p>\n
\u0130ngiltere Merkez Bankas\u0131 (BoE) per\u015fembe g\u00fcn\u00fc para politikas\u0131 toplant\u0131s\u0131n\u0131 ger\u00e7ekle\u015ftirecek. BoE\u2019nin politika faizini y\u00fczde 4,00 seviyesinde Mart 2023\u2019ten beri en d\u00fc\u015f\u00fck oranda sabit b\u0131rakmas\u0131 beklenmektedir.
\nFaiz indirimlerine A\u011fustos 2024 toplant\u0131s\u0131nda ba\u015flayan BoE, iki toplant\u0131da bir 25bp indirimle y\u00fczde 5,25 seviyesinden, en son A\u011fustos 2025 toplant\u0131s\u0131nda indirime giderek y\u00fczde 4,00\u2019e \u00e7ekti. Banka, 18 Aral\u0131k\u2019ta y\u0131l\u0131n son para politikas\u0131 toplant\u0131s\u0131n\u0131 ger\u00e7ekle\u015ftirecek.
\nPiyasalar, artan belirsizlik ve enflasyonist bask\u0131 dolay\u0131s\u0131yla BoE\u2019den yava\u015f ve temkinli bir faiz indirimi patikas\u0131 beklemektedir. Swap piyasas\u0131 2026 sonuna kadar toplam 85-90bp indirim fiyatlamaktad\u0131r. Ba\u015fkan Andrew Bailey, 2026 i\u00e7in d\u00f6rt indirim bekledi\u011fini ima etmi\u015fti.
\n\u0130ngiltere\u2019de, eyl\u00fclde, T\u00dcFE ayl\u0131k bazda de\u011fi\u015fmezken bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 3,8 artarken \u00e7ekirdek T\u00dcFE de ayl\u0131k bazda de\u011fi\u015fmezken y\u0131ll\u0131k y\u00fczde 3,5 artt\u0131.<\/p>\n
Hafta boyunca d\u00fcnya genelinde ekim ay\u0131n\u0131n nihai PMI verileri a\u00e7\u0131klanacak. Pazartesi g\u00fcn\u00fc imalat PMI, \u00e7ar\u015famba ise hizmet ve imalat d\u0131\u015f\u0131 PMI verileri takip edilecek. Japonya\u2019n\u0131n imalat ve hizmet PMI verileri s\u0131ras\u0131yla sal\u0131 ve per\u015fembe g\u00fcnleri a\u00e7\u0131klanacak.<\/p>\n
\u00a0<\/p>\n
\u0130malat PMI verileri \u015fu \u015fekilde:\u00a0\u00a0\u00c7in Caixin PMI eyl\u00fclde 50,5\u2019ten 51,2\u2019ye y\u00fckseldi; ekimde 50,9\u2019a gerilemesi beklenmektedir.\u00a0\u00a0Almanya PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 49,5\u2019ten 49,6\u2019ya s\u0131n\u0131rl\u0131 bir y\u00fckseli\u015f kaydetti. Euro B\u00f6lgesi PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 49,8\u2019den 50,0\u2019ye y\u00fckseldi. \u0130ngiltere PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 46,2\u2019den 49,6\u2019ya g\u00fc\u00e7l\u00fc y\u00fckseldi. ABD S&P Global imalat PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 52,0\u2019den 52,2\u2019ye y\u00fckseldi. ABD ISM imalat PMI eyl\u00fclde 48,7\u2019den 49,1\u2019e y\u00fckselmi\u015fti.\u00a0Japonya PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 48,5\u2019ten 48,3\u2019e geriledi.<\/p>\n
Hizmet\/imalat d\u0131\u015f\u0131 PMI verileri i\u015fe \u015fu \u015fekilde: \u00c7in Caixin PMI eyl\u00fclde hafif\u00e7e gerileyerek 53,0\u2019ten 52,9\u2019a indi. Almanya PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 51,5\u2019ten 54,5\u2019e y\u00fckseldi. Euro B\u00f6lgesi PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 51,3\u2019ten 52,6\u2019ya y\u00fckseldi.\u00a0\u0130ngiltere PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 50,8\u2019den 51,1\u2019e y\u00fckseldi.\u00a0\u00a0ABD S&P Global hizmet PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 54,2\u2019den 55,2\u2019ye y\u00fckseldi. ABD ISM imalat d\u0131\u015f\u0131 PMI eyl\u00fclde 52,0\u2019den 50,0\u2019ye geriledi.\u00a0Japonya PMI \u00f6nc\u00fc veriye g\u00f6re ekimde 53,3\u2019ten 52,4\u2019e geriledi.<\/p>\n
Yurt i\u00e7inde bayram tatili dolay\u0131s\u0131yla k\u0131sa olmas\u0131na kar\u015f\u0131n veri ak\u0131\u015f\u0131 nedeniyle yo\u011fun ge\u00e7en haftan\u0131n ard\u0131ndan veri ak\u0131\u015f\u0131 yava\u015fl\u0131yor.
\nBu hafta\u00a0enflasyon verileri\u00a0ve\u00a0TCMB Enflasyon Raporu\u00a0\u00f6ne \u00e7\u0131k\u0131yor. Enflasyon Raporu\u2019ndaki olas\u0131 de\u011fi\u015fiklikler risk i\u015ftah\u0131 a\u00e7\u0131s\u0131ndan kritik \u00f6nemde olabilir.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) bu hafta cuma g\u00fcn\u00fc 2025 y\u0131l\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc ve son\u00a0Enflasyon Raporunu yay\u0131mlayacak.
\nEnflasyon tahminlerindeki olas\u0131 de\u011fi\u015fiklikler piyasa taraf\u0131ndan yak\u0131ndan izlenecek.<\/p>\n
14 A\u011fustos\u2019ta yay\u0131mlanan y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc Enflasyon Raporu\u2019nda TCMB, enflasyonun y\u00fczde 70 olas\u0131l\u0131kla, 2025 sonunda y\u00fczde 25 ile y\u00fczde 29 aral\u0131\u011f\u0131nda, 2026 y\u0131l sonunda ise y\u00fczde 13 ile y\u00fczde 19 aral\u0131\u011f\u0131nda ger\u00e7ekle\u015fece\u011fi tahmin etmekteydi.<\/p>\n
Ayr\u0131ca, ilk kez \u00fc\u00e7\u00fcnc\u00fc Enflasyon Raporu\u2019nda, enflasyon tahminlerinin yan\u0131nda y\u0131l sonu enflasyon oranlar\u0131 i\u00e7in\u00a0ara hedefler\u00a0a\u00e7\u0131klanmaya ba\u015flanm\u0131\u015f ve ara hedefler 2025, 2026 ve 2027 i\u00e7in s\u0131ras\u0131yla y\u00fczde 24, y\u00fczde 16 ve y\u00fczde 9 olarak belirlenmi\u015fti.<\/p>\n
TCMB, Enflasyon Raporu d\u00f6nemlerinde ger\u00e7ekle\u015fme ve varsay\u0131mlardaki de\u011fi\u015fiklikleri dikkate alarak tahminlerinde g\u00fcncellemeye gidebilece\u011fini, ancak taahh\u00fct ve \u00e7\u0131pa i\u015flevi g\u00f6ren ara hedeflerin varsay\u0131m setinde ola\u011fan\u00fcst\u00fc bir g\u00fcncelleme olmad\u0131\u011f\u0131 s\u00fcrece de\u011fi\u015ftirilmeyece\u011fini ve politika faizine ili\u015fkin patikan\u0131n i\u00e7sel olarak belirlenmesinde referans olarak al\u0131naca\u011f\u0131n\u0131 ifade etmi\u015fti.<\/p>\n
Y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc Enflasyon Raporu\u2019nun yay\u0131mlanmas\u0131ndan \u00f6nce en son temmuz ay\u0131na ili\u015fkin enflasyon verisi mevcuttu.<\/p>\n
Sonras\u0131nda a\u00e7\u0131klanan ayl\u0131k a\u011fustos ve eyl\u00fcl T\u00dcFE rakamlar\u0131 s\u0131ras\u0131yla y\u00fczde 2,04 ve y\u00fczde 3,23 seviyesinde ger\u00e7ekle\u015ferek beklentileri a\u015ft\u0131.<\/p>\n
Eyl\u00fcl itibar\u0131yla y\u00fczde 25,43\u2019e y\u00fckselen birikimli enflasyon, y\u0131l bitimine \u00fc\u00e7 ay kala TCMB\u2019nin 2025 sonu i\u00e7in tahmin aral\u0131\u011f\u0131n\u0131n \u00fcst band\u0131 olan y\u00fczde 29 seviyesine yakla\u015fm\u0131\u015f oldu.
\nBu ba\u011flamda\u00a0ekim enflasyonu da kritik \u00f6nem ta\u015f\u0131maktad\u0131r.<\/p>\n
Yurt i\u00e7inde veri takviminde pazartesi g\u00fcn\u00fc\u00a0enflasyon\u00a0ve\u00a0PMI\u00a0rakamlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor. T\u00dc\u0130K\u2019in yay\u0131mlayaca\u011f\u0131 T\u00dcFE\/\u00dcFE rakamlar\u0131 ve \u0130stanbul Sanayi Odas\u0131 T\u00fcrkiye PMI\u00ae \u0130malat Sanayi Raporu takip edilecek.<\/p>\n
T\u00dc\u0130K verilerine g\u00f6re T\u00dcFE eyl\u00fclde bir \u00f6nceki aya g\u00f6re y\u00fczde 3,23, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 25,43, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 33,29 artt\u0131.<\/p>\n
C Grubu \u00e7ekirdek T\u00dcFE ayl\u0131k y\u00fczde 3,22, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 25,67 ve bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 32,54 artt\u0131.<\/p>\n
Yurt \u0130\u00e7i \u00dcretici Fiyat Endeksi (Y\u0130-\u00dcFE) eyl\u00fclde ayl\u0131k y\u00fczde 2,52, aral\u0131k ay\u0131na g\u00f6re y\u00fczde 23,66, y\u0131ll\u0131k bazda ise y\u00fczde 26,59 artt\u0131.<\/p>\n
Bloomberg HT'nin anketine g\u00f6re piyasa T\u00dcFE\u2019de ayl\u0131k y\u00fczde 2,71, y\u0131ll\u0131k y\u00fczde 33,10 art\u0131\u015f bekliyor.
\nAnkete g\u00f6re 2025 sonunda y\u00fczde 32,00, 2026 sonunda ise y\u00fczde 23,00 T\u00dcFE art\u0131\u015f\u0131 beklenmektedir.
\nSal\u0131 g\u00fcn\u00fc\u00a0mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f T\u00dcFE verileri\u00a0a\u00e7\u0131klanacak.<\/p>\n
\u0130SO imalat PMI eyl\u00fclde 47,3\u2019ten 46,7\u2019ye gerileyerek imalat sekt\u00f6r\u00fcndeki yava\u015flaman\u0131n devam etti\u011fini ve faaliyet ko\u015fullar\u0131ndaki bozulman\u0131n bir bu\u00e7uk y\u0131la ula\u015ft\u0131\u011f\u0131n\u0131 g\u00f6sterdi.
\nEyl\u00fcl raporuna g\u00f6re yeni sipari\u015fler durgun talep ko\u015fullar\u0131 nedeniyle yava\u015flarken istihdam ve sat\u0131n alma faaliyetleri d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.
\nSat\u0131\u015f fiyatlar\u0131nda son be\u015f ay\u0131n en h\u0131zl\u0131 art\u0131\u015f\u0131 kaydedildi.\u00a0<\/p>\n
Ticaret Bakanl\u0131\u011f\u0131 sal\u0131 g\u00fcn\u00fc ekim ay\u0131n\u0131n \u00f6nc\u00fc d\u0131\u015f ticaret istatistiklerini yay\u0131mlayacak.
\nT\u00dc\u0130K\u2019in hafta yay\u0131mlad\u0131\u011f\u0131 nihai verilere g\u00f6re eyl\u00fclde,\u00a0ihracat\u00a0y\u0131ll\u0131k y\u00fczde 2,8 art\u0131\u015fla 22,58 milyar USD,\u00a0ithalat\u00a0y\u00fczde 8,7 art\u0131\u015fla 29,48 milyar USD oldu.
\nD\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 33,8 art\u0131\u015fla 6,90 milyar USD seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
Ocak-eyl\u00fcl d\u00f6neminde, ihracat y\u0131ll\u0131k y\u00fczde 4,1 art\u0131\u015fla 200,58 milyar USD, ithalat y\u00fczde 5,9 art\u0131\u015fla 267,64 milyar USD, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 11,8 art\u0131\u015fla 67,06 milyar USD oldu.<\/p>\n
Hazine ve Maliye Bakanl\u0131\u011f\u0131 (HMB) haftan\u0131n son i\u015flem g\u00fcn\u00fc ekim ay\u0131n\u0131n hazine nakit ger\u00e7ekle\u015fmelerini yay\u0131mlayacak.
\nHMB verilerine g\u00f6re eyl\u00fclde\u00a0Hazine nakit dengesi\u00a0359,89 milyar TL,\u00a0faiz d\u0131\u015f\u0131 denge\u00a0133,13 milyar TL a\u00e7\u0131k verdi.
\nOcak-eyl\u00fcl d\u00f6neminde k\u00fcm\u00fclatif olarak Hazine nakit dengesi 1,64 trilyon TL, faiz d\u0131\u015f\u0131 denge ise 100,26 milyar TL a\u00e7\u0131k verdi.<\/p>\n
BIST100 Endeksi ge\u00e7ti\u011fimiz haftay\u0131\u00a0y\u00fczde 0,27\u00a0y\u00fckseli\u015f ile\u00a010.971 puandan\u00a0kapatt\u0131.
\nEndeks hafta boyunca\u00a010.816 – 10.994\u00a0puan aral\u0131\u011f\u0131nda seyrederek haftay\u0131 tamamlad\u0131.<\/p>\n
Yukar\u0131 y\u00f6nl\u00fc hareketlerde ilk etapta\u00a0yatay trend direnci olan 11.275 seviyesi\u00a0hedeflenebilir.
\nBu direncin yukar\u0131 y\u00f6nl\u00fc k\u0131r\u0131lmas\u0131 durumunda ise\u00a0y\u00fckselen kanal direnci olan 12.000 seviyesi\u00a0izlenebilir.<\/p>\n
A\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ilk etapta\u00a0yatay trend deste\u011fi olan 10.295 seviyesi\u00a0takip edilebilir.
\nBu deste\u011fin a\u015fa\u011f\u0131 y\u00f6nl\u00fc k\u0131r\u0131lmas\u0131 durumunda\u00a0yatay trend deste\u011fi olan 9.650 seviyesi\u00a0hedeflenebilir.
\nDeste\u011fin bu seviyenin de alt\u0131na sarkmas\u0131 halinde ise\u00a0y\u00fckselen kanal deste\u011fi olan 9.610 seviyesi\u00a0g\u00fcndeme gelebilir.''<\/p>\n
<\/strong> \u0130stanbul, 2 Kas\u0131m (Hibya)- Piramit Menkul K\u0131ymetler, Maj\u00f6r merkez bankalar\u0131n\u0131n kararlar\u0131 ve teknoloji devlerinin bilan\u00e7olar\u0131yla hareketlenen k\u00fcresel piyasalarda, bu hafta veri ak\u0131\u015f\u0131n\u0131n sakinle\u015fmesiyle birlikte temkinli bir g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":4457,"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-4456","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\/4456","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=4456"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/4456\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/4457"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=4456"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=4456"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=4456"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"