A1 Capital'in raporunda, ABD Ba\u015fkan\u0131 Trump'\u0131n, d\u00fcn \u0130srail Ba\u015fbakan\u0131 Netanyahu ile yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmelerin ard\u0131ndan \u0130ran'la nas\u0131l ilerlenece\u011fi konusunda “kesin” bir anla\u015fmaya var\u0131lamad\u0131\u011f\u0131n\u0131 s\u00f6yledi\u011fi, ancak bir anla\u015fmaya var\u0131l\u0131p var\u0131lamayaca\u011f\u0131n\u0131 g\u00f6rmek i\u00e7in Tahran'la m\u00fczakerelerin devam edece\u011finde \u0131srar etti\u011fi vurguland\u0131. Raporda ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“Trump'tan \u0130ran'la diplomasiyi n\u00fckleer program\u0131n\u0131n \u00f6tesine, f\u00fcze cephaneli\u011fine s\u0131n\u0131rlamalar getirmeyi de i\u00e7erecek \u015fekilde geni\u015fletmesini istemesi beklenen Netanyahu, \u0130srail'in g\u00fcvenlik \u00e7\u0131karlar\u0131n\u0131n dikkate al\u0131nmas\u0131 gerekti\u011fini vurgulad\u0131, ancak ba\u015fkan\u0131n istedi\u011fi taahh\u00fctleri verdi\u011fine dair hi\u00e7bir i\u015faret vermedi.<\/p>\n
Petrol yat\u0131r\u0131mc\u0131lar\u0131n, ABD ve \u0130ran aras\u0131ndaki gerginli\u011fin t\u0131rmanmas\u0131ndan endi\u015fe duyarak, Tahran'a veya nakliyeye y\u00f6nelik herhangi bir sald\u0131r\u0131n\u0131n arz aksamalar\u0131na yol a\u00e7abilece\u011fi korkusuyla hafif bir art\u0131\u015f ya\u015fad\u0131. Brent petrol vadeli i\u015flemleri varil ba\u015f\u0131na y\u00fczde 0,39 art\u0131\u015fla 69,67 dolara y\u00fckseldi. ABD Bat\u0131 Teksas Orta Ham Petrol\u00fc ise y\u00fczde 0,45 art\u0131\u015fla 64,92 dolara \u00e7\u0131kt\u0131. \u00c7al\u0131\u015fma Bakanl\u0131\u011f\u0131'n\u0131n a\u00e7\u0131klamas\u0131na g\u00f6re, ABD'de Ocak ay\u0131nda beklenmedik bir \u015fekilde i\u015f b\u00fcy\u00fcmesi h\u0131zland\u0131 ve i\u015fsizlik oran\u0131 y\u00fczde 4,3'e d\u00fc\u015ft\u00fc; bu da ekonominin sa\u011fl\u0131kl\u0131 oldu\u011funa i\u015faret ediyor. ABD ekonomisinin dayan\u0131kl\u0131l\u0131\u011f\u0131 da petrol talebi beklentilerini destekliyor. Y\u0131l ba\u015f\u0131ndan bu yana k\u00fcresel petrol stoklar\u0131ndaki art\u0131\u015f genel olarak beklentilerin alt\u0131nda kald\u0131 ve yurtd\u0131\u015f\u0131 ham petrol vadeli i\u015flemlerinde ve opsiyonlar\u0131nda net uzun pozisyonlar hen\u00fcz a\u015f\u0131r\u0131 a\u011f\u0131rl\u0131kl\u0131 seviyelere ula\u015fmad\u0131. Bu nedenle petrol fiyatlar\u0131, ABD-\u0130ran durumu, Rus petrol\u00fcne y\u00f6nelik s\u0131k\u0131la\u015ft\u0131r\u0131lm\u0131\u015f yapt\u0131r\u0131mlar ve ihracat\u0131n azalaca\u011f\u0131na dair beklentiler nedeniyle yukar\u0131 y\u00f6nl\u00fc e\u011filimini s\u00fcrd\u00fcrmesinin muhtemel.<\/p>\n
Kongre B\u00fct\u00e7e Ofisi'nin a\u00e7\u0131klad\u0131\u011f\u0131 tahmine g\u00f6re, ABD b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 2026 mali y\u0131l\u0131nda hafif\u00e7e artarak 1,853 trilyon dolara ula\u015facak. Bu da, Ba\u015fkan Trump'\u0131n ekonomi politikalar\u0131n\u0131n, d\u00fc\u015f\u00fck ekonomik b\u00fcy\u00fcme ortam\u0131nda \u00fclkenin mali durumunu genel olarak k\u00f6t\u00fcle\u015ftirdi\u011fini g\u00f6steriyor. FED Ba\u015fkan Jerome Powell'\u0131n May\u0131s ay\u0131nda sona erecek g\u00f6rev s\u00fcresi boyunca faiz oranlar\u0131n\u0131 de\u011fi\u015ftirmeden tutacak, ancak Haziran ay\u0131nda hemen ard\u0131ndan faiz indirimine gidecek. Piyasa akt\u00f6rleri ise, muhtemel halefi Kevin Warsh y\u00f6netimindeki politikan\u0131n \u00e7ok gev\u015fek hale gelebilece\u011fi konusunda uyar\u0131da bulunuyor. Yat\u0131r\u0131mc\u0131lar, Fed'in para politikas\u0131 yoluna dair daha fazla ipucu i\u00e7in bug\u00fcn a\u00e7\u0131klanacak haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 raporunu ve yar\u0131n a\u00e7\u0131klanacak enflasyon verilerini bekliyor.<\/p>\n
Di\u011fer taraftan Ba\u015fkan Trump'\u0131n agresif ticaret ve g\u00f6\u00e7 politikalar\u0131n\u0131n i\u015fg\u00fcc\u00fc piyasas\u0131 \u00fczerinde g\u00f6lge olu\u015fturmaya devam etmesi, Ocak ay\u0131ndaki istihdam art\u0131\u015f\u0131n\u0131 ko\u015fullarda \u00f6nemli bir de\u011fi\u015fim olarak g\u00f6rmemek gerekebilir. ABD'de Ocak ay\u0131nda beklenmedik bir \u015fekilde i\u015f b\u00fcy\u00fcmesi h\u0131zland\u0131 ve i\u015fsizlik oran\u0131 y\u00fczde 4,3'e d\u00fc\u015ft\u00fc. Bu durum, i\u015fg\u00fcc\u00fc piyasas\u0131nda istikrar\u0131n i\u015faretleri olup, politika yap\u0131c\u0131lar enflasyonu izlerken FED'e faiz oranlar\u0131n\u0131 bir s\u00fcre daha de\u011fi\u015ftirmeme olana\u011f\u0131 sa\u011flayabilir. Ancak \u00c7al\u0131\u015fma Bakanl\u0131\u011f\u0131'n\u0131n d\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131, son 13 ay\u0131n en b\u00fcy\u00fck istihdam art\u0131\u015f\u0131, muhtemelen i\u015f piyasas\u0131n\u0131n sa\u011fl\u0131\u011f\u0131n\u0131 abart\u0131yor; zira yap\u0131lan revizyonlar, ekonominin 2025 y\u0131l\u0131nda daha \u00f6nce tahmin edilen 584.000 yerine sadece 181.000 i\u015f ekledi\u011fini g\u00f6sterdi. Bu rakam, eski Ba\u015fkan Joe Biden'\u0131n g\u00f6rev s\u00fcresinin son tam y\u0131l\u0131 olan 2024'te eklenen 1,459 milyon i\u015fin \u00e7ok k\u00fc\u00e7\u00fck bir k\u0131sm\u0131n\u0131 olu\u015fturuyor. Ba\u015fkan Trump'\u0131n agresif ticaret ve g\u00f6\u00e7 politikalar\u0131n\u0131n i\u015fg\u00fcc\u00fc piyasas\u0131 \u00fczerinde g\u00f6lge olu\u015fturmaya devam etmesi, Ocak ay\u0131ndaki istihdam art\u0131\u015f\u0131n\u0131 ko\u015fullarda \u00f6nemli bir de\u011fi\u015fim olarak g\u00f6rmemek gerekebilir.<\/p>\n
Di\u011fer g\u00f6stergeler, \u00f6rne\u011fin i\u015f ilanlar\u0131, durgun bir i\u015fg\u00fcc\u00fc piyasas\u0131na i\u015faret ediyor , i\u015f b\u00fcy\u00fcmesinin neredeyse tamam\u0131n\u0131n sa\u011fl\u0131k ve sosyal hizmetler sekt\u00f6rlerinde yo\u011funla\u015fm\u0131\u015f ve bu sekt\u00f6rlerin istihdamdaki art\u0131\u015f\u0131n neredeyse tamam\u0131n\u0131 olu\u015fturmu\u015f. Sa\u011fl\u0131k sekt\u00f6r\u00fcndeki istihdam, ayakta tedavi hizmetleri, hastaneler, huzurevleri ve ya\u015fl\u0131 bak\u0131m tesisleri genelinde 82.000 ki\u015fi artarak Temmuz 2020'den bu yana en y\u00fcksek seviyeye ula\u015ft\u0131. \u0130stihdam art\u0131\u015f\u0131, 2025'teki ayl\u0131k ortalama 33.000'in olduk\u00e7a \u00fczerinde ger\u00e7ekle\u015fti ve Sosyal yard\u0131m \u00f6demelerinde ise 42.000 ki\u015fi art\u0131\u015f g\u00f6r\u00fcld\u00fc. \u0130n\u015faat sekt\u00f6r\u00fc, konut d\u0131\u015f\u0131 \u00f6zel uzmanl\u0131k gerektiren y\u00fcklenicilerin i\u015fe al\u0131nmas\u0131yla 33.000 yeni i\u015f imkan\u0131 yaratt\u0131; bu art\u0131\u015f yapay zekay\u0131 desteklemek i\u00e7in gereken veri merkezlerine ba\u011flan\u0131yor. \u0130n\u015faat sekt\u00f6r\u00fc 2025 y\u0131l\u0131nda neredeyse ayn\u0131 seviyede kald\u0131. Profesyonel ve i\u015f hizmetleri sekt\u00f6r\u00fcndeki istihdam ise 34.000 artt\u0131.<\/p>\n
Bu tablo ; Ocak ay\u0131nda doldurulan tek i\u015fler sa\u011fl\u0131k hizmetleri ve sosyal yard\u0131m sekt\u00f6r\u00fcnde, ayr\u0131ca muhtemelen yapay zeka tesisleriyle ilgili baz\u0131 konut d\u0131\u015f\u0131 \u00f6zel ticaret y\u00fcklenicilerinde bulunuyor; bunlar\u0131n hi\u00e7biri ekonominin gelecekteki ba\u015far\u0131s\u0131n\u0131 garanti etmiyor, E\u011fer i\u015f ar\u0131yorsan\u0131z… d\u00fcnk\u00fc raporda ba\u015fvurabilece\u011finiz bir \u015fey bulman\u0131z pek olas\u0131 de\u011fil\u201d yorumlar\u0131n\u0131 beraberinde getiriyor. CME'nin FedWatch arac\u0131na g\u00f6re, Fed'in Mart ay\u0131 toplant\u0131s\u0131nda en az 25 baz puanl\u0131k bir faiz indirimi yapaca\u011f\u0131na dair piyasa beklentileri, i\u015f verilerinden \u00f6nce yakla\u015f\u0131k y\u00fczde 20'ye y\u00fckselmi\u015fti, ancak i\u015f raporunun ard\u0131ndan geriledi ve son olarak yakla\u015f\u0131k y\u00fczde 5 seviyesinde kald\u0131. Yat\u0131r\u0131mc\u0131lar hala bu y\u0131l en az iki faiz indirimi bekliyor.<\/p>\n
Asya borsalar\u0131 bu sabah rekor seviyeye y\u00fckselirken, ABD'den gelen beklenenden g\u00fc\u00e7l\u00fc istihdam verilerinin k\u0131sa vadeli faiz indirimi beklentilerini d\u00fc\u015f\u00fcrmesi ve Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak enflasyon raporuna zemin haz\u0131rlamas\u0131yla dolar, yen hari\u00e7 \u00e7o\u011fu para birimine kar\u015f\u0131 hafif\u00e7e de\u011fer kazand\u0131. Japon Ba\u015fbakan Takaichi'nin hafta sonu ekonomik te\u015fvikleri art\u0131rma vaadiyle kazand\u0131\u011f\u0131 ezici se\u00e7im zaferinden bu yana Japon hisse senetleri h\u0131zla y\u00fckseliyor. Bu durum MSCI'\u0131n en geni\u015f Asya-Pasifik hisse senedi endeksini yukar\u0131 \u00e7ekti ve t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131rd\u0131.”<\/p>\n
<\/strong> \u0130stanbul, 12 \u015eubat (Hibya) – A1 Capital, Asya borsalar\u0131 bu sabah rekor seviyeye y\u00fckselirken, ABD’den gelen beklenenden g\u00fc\u00e7l\u00fc istihdam verilerinin k\u0131sa vadeli faiz indirimi beklentilerini d\u00fc\u015f\u00fcrmesi ve Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak enflasyon raporuna zemin haz\u0131rlamas\u0131yla dolar\u0131n, yen hari\u00e7 \u00e7o\u011fu para birimine kar\u015f\u0131 hafif\u00e7e de\u011fer kazand\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":46145,"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-46144","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\/46144","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=46144"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/46144\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/46145"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=46144"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=46144"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=46144"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"