Halk Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, Asya piyasalar\u0131n\u0131n, a\u011f\u0131rl\u0131kl\u0131 sat\u0131c\u0131l\u0131 seyir izledi\u011fi belirtildi. Japonya\u2019n\u0131n Nikkei endeksinin y\u00fczde 1,15, Hang Seng endeksinin y\u00fczde 0,63 ile sat\u0131c\u0131l\u0131 seyir izlerken, KOSPI endeksi y\u00fczde 2,2 ile al\u0131c\u0131l\u0131 seyir izledi\u011fi vurgulan\u0131rken de\u011ferlendirmede ayr\u0131ca \u015fu bilgiler aktar\u0131ld\u0131:<\/p>\n
“Japonya\u2019da \u00e7ekirdek t\u00fcketici enflasyonu, Ocak ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 2 art\u0131\u015f g\u00f6stererek BOJ\u2019un hedef seviyesine ve iki y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine geri geldi. Veriler, zay\u0131flayan fiyat bask\u0131lar\u0131n\u0131n, Japonya Merkezi Bankas\u0131\u2019n\u0131n faiz art\u0131r\u0131m zamanlamas\u0131na ili\u015fkin karar\u0131n\u0131 karma\u015f\u0131kla\u015ft\u0131rabilece\u011fine i\u015faret etti. Piyasalar Nisan ay\u0131na kadar bir faiz art\u0131r\u0131m\u0131 ihtimalini yakla\u015f\u0131k y\u00fczde 70 oran\u0131nda fiyatl\u0131yor.<\/p>\n
Makro veri taraf\u0131nda; Japonya\u2019da imalat faaliyeti, hem i\u00e7 hem de d\u0131\u015f talebin g\u00fc\u00e7l\u00fc seyretmesiyle \u015eubat ay\u0131nda yakla\u015f\u0131k d\u00f6rt y\u0131l\u0131n en h\u0131zl\u0131 b\u00fcy\u00fcmesini kaydetti. S&P Global\u2019in a\u00e7\u0131klad\u0131\u011f\u0131 flash imalat PMI endeksi, Ocak ay\u0131ndaki 51,5 seviyesinden 52,8\u2019e y\u00fckselerek May\u0131s 2022\u2019den bu yana en g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmeye i\u015faret etti. Alt endekslerde fabrika \u00e7\u0131kt\u0131s\u0131 ve yeni sipari\u015fler b\u00fcy\u00fcmeyi s\u00fcrd\u00fcr\u00fcrken, yeni ihracat sipari\u015fleri sekiz y\u0131l\u0131n en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 kaydetti. Hizmet sekt\u00f6r\u00fc PMI\u2019\u0131 da 53,7\u2019den 53,8\u2019e y\u00fckselerek g\u00fc\u00e7l\u00fc performans\u0131n\u0131 korudu ve May\u0131s 2024\u2019ten bu yana en h\u0131zl\u0131 b\u00fcy\u00fcmeyi g\u00f6sterdi. \u0130malat ve hizmet sekt\u00f6rlerini birle\u015ftiren bile\u015fik PMI ise 53,1\u2019den 53,8\u2019e \u00e7\u0131karak May\u0131s 2023\u2019ten bu yana en y\u00fcksek seviyeye ula\u015ft\u0131. \u00d6te yandan, Japonya'da Ocak ay\u0131 man\u015fet enflasyon oran\u0131 y\u00fczde 1,5'e gerileyerek Mart 2022'den bu yana en d\u00fc\u015f\u00fck seviyesini kaydetti. Bu oran, enflasyonun Japonya Merkez Bankas\u0131'n\u0131n y\u00fczde 2'lik hedefinin \u00fczerinde seyretti\u011fi 45 ayl\u0131k kesintisiz d\u00f6nemi sona erdirdi. Taze g\u0131da fiyatlar\u0131n\u0131 kapsamayan \u00e7ekirdek enflasyon oran\u0131 ise yava\u015flayarak y\u00fczde 2'ye geriledi. Bu, Ocak 2024'ten bu yana g\u00f6r\u00fclen en d\u00fc\u015f\u00fck seviye olurken, Reuters anketine kat\u0131lan ekonomistlerin y\u00fczde 2'lik tahminiyle de \u00f6rt\u00fc\u015ft\u00fc. \u00c7ekirdek enflasyon Aral\u0131k ay\u0131nda y\u00fczde 2,4 seviyesindeydi.<\/p>\n
\u00c7in piyasalar\u0131 Ay Yeni Y\u0131l\u0131 tatili nedeniyle kapal\u0131 kald\u0131.<\/p>\n
ABD vadeli endekslerinde bu sabah al\u0131c\u0131l\u0131 seyir izleniyor.<\/p>\n
ABD taraf\u0131nda bug\u00fcn, Aral\u0131k ay\u0131na ili\u015fkin ki\u015fisel gelirler, ki\u015fisel giderler, reel ki\u015fisel harcamalar, PCE fiyat endeksi ve \u00e7ekirdek PCE verileri, d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fe y\u00f6nelik y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f \u00f6nc\u00fc GSYH b\u00fcy\u00fcmesi, ki\u015fisel harcamalar ve GSYH fiyat endeksleri, \u015eubat ay\u0131na ili\u015fkin \u00f6nc\u00fc S&P Global imalat ve hizmet PMI verileri, Aral\u0131k ay\u0131na y\u00f6nelik yeni konut sat\u0131\u015flar\u0131 ve \u015eubat ay\u0131na ili\u015fkin Michigan \u00dcniversitesi t\u00fcketici hissiyat\u0131 final verileri a\u00e7\u0131klanacak. Aral\u0131k ay\u0131na y\u00f6nelik ki\u015fisel gelirlerin y\u00fczde 0,3 ile \u00f6nceki aya paralel artmas\u0131, ki\u015fisel giderlerin y\u00fczde 0,5\u2019ten y\u00fczde 0,4\u2019e yava\u015flamas\u0131 bekleniyor. Aral\u0131k ay\u0131na ili\u015fkin ayl\u0131k PCE fiyat endeksinin y\u00fczde 0,2\u2019den y\u00fczde 0,3\u2019e y\u00fckselmesi, y\u0131ll\u0131k PCE fiyat endeksinin y\u00fczde 2,8 ile sabit kalmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. \u00c7ekirdek PCE fiyat endeksi\u2019nin ayl\u0131k bazda y\u00fczde 0,2\u2019den y\u00fczde 0,3\u2019e, y\u0131ll\u0131k bazda ise y\u00fczde 2,8\u2019den y\u00fczde 2,9\u2019a y\u00fckselmesi bekleniyor. D\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fe ili\u015fkin y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f GSYH b\u00fcy\u00fcmesinin y\u00fczde 4,4\u2019ten y\u00fczde 2,8\u2019e gerilemesi \u00f6ng\u00f6r\u00fcl\u00fcyor. \u015eubat ay\u0131na y\u00f6nelik Michigan \u00dcniversitesi t\u00fcketici hissiyat\u0131n\u0131n 57,3\u2019ten 56,9\u2019a gerilemesi beklenirken, 1 y\u0131ll\u0131k enflasyon beklentisi y\u00fczde 3,5, 5-10 y\u0131ll\u0131k beklenti ise y\u00fczde 3,4 seviyesinde bulunuyor. \u015eubat ay\u0131na ili\u015fkin \u00f6nc\u00fc imalat PMI son olarak 52,4, hizmet PMI ise 52,7 seviyesinde ger\u00e7ekle\u015fmi\u015fti.”<\/p>\n
De\u011ferlendirmede gelecek g\u00fcndeme ili\u015fkin \u015fu bilgiler verildi:<\/p>\n
“\u00d6n\u00fcm\u00fczdeki hafta, ABD\u2019de imalat, hizmet, d\u0131\u015f denge, fiyat, t\u00fcketim, konut, in\u015faat ve istihdam verileri takip edilecek.”<\/p>\n
<\/strong> \u0130stanbul, 20 \u015eubat (Hibya) – Halk Yat\u0131r\u0131m, Asya piyasalar\u0131n\u0131n, a\u011f\u0131rl\u0131kl\u0131 sat\u0131c\u0131l\u0131 seyir izledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":50169,"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-50168","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\/50168","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=50168"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/50168\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/50169"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=50168"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=50168"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=50168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"