Gedik Yat\u0131r\u0131m\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 piyasa analizinde, ABD istihdam piyasas\u0131n\u0131n diren\u00e7li yap\u0131s\u0131, Avrupa\u2019daki yo\u011fun bilan\u00e7o g\u00fcndemi ve T\u00fcrkiye\u2019de Merkez Bankas\u0131\u2019n\u0131n enflasyon tahminleri de\u011ferlendirildi. K\u00fcresel piyasalar\u0131n y\u00f6n\u00fcn\u00fc belirleyecek geli\u015fmelere dair \u015fu bilgiler payla\u015f\u0131ld\u0131:<\/p>\n
“Ocak ay\u0131na ili\u015fkin beklentilerin \u00fczerinde gelen ABD istihdam verisi, i\u015f g\u00fcc\u00fc piyasas\u0131nda bozulma endi\u015felerini \u00f6nemli \u00f6l\u00e7\u00fcde azaltarak faiz indirimi beklentilerini zay\u0131flatt\u0131. Ge\u00e7en y\u0131l\u0131n sonunda artan i\u015fsizlik kayg\u0131lar\u0131 nedeniyle \u00fc\u00e7 kez faiz indiren ve ocakta frene basan ABD Merkez Bankas\u0131 a\u00e7\u0131s\u0131ndan, 130 binlik istihdam art\u0131\u015f\u0131 ve i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,3\u2019e gerilemesi \u201cacil destek\u201d ihtiyac\u0131n\u0131 ortadan kald\u0131rm\u0131\u015f g\u00f6r\u00fcn\u00fcyor. Veri sonras\u0131 haziran toplant\u0131s\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131 piyasalarda y\u00fczde 50\u2019nin alt\u0131na \u00e7ekilirken, g\u00fc\u00e7l\u00fc istihdam tablosu tahvil faizlerinde y\u00fckseli\u015fe ve faiz indirimi fiyatlamalar\u0131n\u0131n geri al\u0131nmas\u0131na neden oldu.<\/p>\n
Her ne kadar ekonomistler istihdam art\u0131\u015f\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde sa\u011fl\u0131k sekt\u00f6r\u00fc gibi s\u0131n\u0131rl\u0131 alanlardan geldi\u011fini ve ge\u00e7mi\u015f aylara ili\u015fkin a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonlar\u0131n tabloyu zay\u0131flatt\u0131\u011f\u0131n\u0131 vurgulasa da, ocak ay\u0131ndaki toparlanma i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n \u201c\u00e7\u00f6k\u00fc\u015f\u00fcn e\u015fi\u011finde\u201d oldu\u011fu y\u00f6n\u00fcndeki g\u00f6r\u00fc\u015fleri \u015fimdilik geri plana itti. ABD Merkez Bankas\u0131 yetkilileri enflasyon \u00fczerindeki bask\u0131n\u0131n kal\u0131c\u0131 \u015fekilde d\u00fc\u015f\u00fcr\u00fclmesi i\u00e7in faizlerin k\u0131s\u0131tlay\u0131c\u0131 seviyelerde tutulmas\u0131 gerekti\u011fini yinelerken, ekonomik verilerde belirgin bir yava\u015flama sinyali g\u00f6r\u00fclmemesi para politikas\u0131nda temkinli duru\u015fun s\u00fcrebilece\u011fine i\u015faret ediyor.<\/p>\n
\u00d6te yandan Ba\u015fkan Donald Trump ve ekibi, yapay zeka kaynakl\u0131 arz \u015fokunun b\u00fcy\u00fcmeyi enflasyon yaratmadan destekleyece\u011fini savunarak daha d\u00fc\u015f\u00fck faiz \u00e7a\u011fr\u0131lar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc. Bloomberg ekonomistleri ise \u00f6n\u00fcm\u00fczdeki aylarda enflasyonda yava\u015flama beklediklerini ve y\u0131l genelinde toplam 100 baz puanl\u0131k faiz indirimi i\u00e7in alan olu\u015fabilece\u011fini \u00f6ng\u00f6r\u00fcyor. Ancak mevcut veriler \u0131\u015f\u0131\u011f\u0131nda k\u0131sa vadede faiz indirimi beklentileri zay\u0131flarken, piyasalar i\u00e7in ana belirleyici unsur yakla\u015fan enflasyon verileri ve ekonomik momentumun devam edip etmeyece\u011fi olacak.<\/p>\n
D\u00fcn yurt i\u00e7erisinde veri ak\u0131\u015f\u0131 sakin seyretti. ABD taraf\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam ocak ay\u0131nda 130 bin ki\u015fi artarak beklentileri a\u015ft\u0131. ABD\u2019de a\u00e7\u0131klanan istihdam verilerin fiyatlamalar \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, dolar endeksine s\u0131n\u0131rl\u0131 al\u0131mlar getirdi. Bug\u00fcn TCMB y\u0131l\u0131n ilk Enflasyon Raporu\u2019nu yay\u0131mlayacak. TCMB Ba\u015fkan\u0131 F. Karahan\u2019\u0131n verece\u011fi mesajlar yak\u0131ndan izlenecek. TCMB\u2019nin 2026 y\u0131l sonu enflasyon tahmini y\u00fczde 13 \u2013 19 aral\u0131\u011f\u0131nda bulunmakta. ABD taraf\u0131nda ise haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 izlenecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,64 civar\u0131nda yataya yak\u0131n seyirler izliyor. Dolar endeksi ise 96,94 civar\u0131nda bulunuyor\u201d<\/p>\n
<\/strong> \u0130stanbul, 12 \u015eubat (Hibya) – Gedik Yat\u0131r\u0131m, ABD’de Ocak ay\u0131na ili\u015fkin beklentilerin \u00fczerinde gelen istihdam verilerinin i\u015f g\u00fcc\u00fc piyasas\u0131na dair endi\u015feleri azaltt\u0131\u011f\u0131n\u0131 ve haziran ay\u0131 faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n piyasalarda y\u00fczde 50\u2019nin alt\u0131na geriledi\u011fini a\u00e7\u0131klad\u0131. <\/p>\n","protected":false},"author":1,"featured_media":46201,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-46200","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\/46200","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=46200"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/46200\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/46201"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=46200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=46200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=46200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"