A1 Capital\u2019in analizine g\u00f6re, Fed\u2019in faiz indirimi takvimi konusundaki soru i\u015faretleri s\u00fcrerken, yat\u0131r\u0131mc\u0131lar ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Kongre konu\u015fmas\u0131 ve a\u00e7\u0131klanacak \u00dcFE verisine odakland\u0131.<\/p>\n
A1 Capital\u2019in g\u00fcnl\u00fck de\u011ferlendirmesinde, Avrupa borsalar\u0131n\u0131n ge\u00e7en hafta pozitif seyrini s\u00fcrd\u00fcrerek rekor seviyelere ula\u015ft\u0131\u011f\u0131, buna kar\u015f\u0131n ABD endekslerinde son haftalarda daha durgun bir g\u00f6r\u00fcn\u00fcm izlendi\u011fi belirtildi. ABD piyasalar\u0131nda sekt\u00f6rler aras\u0131ndaki performans farkl\u0131l\u0131klar\u0131n\u0131n belirgin oldu\u011fu ifade edildi.<\/p>\n
ABD\u2019de d\u00f6rd\u00fcnc\u00fc \u00e7eyrek Gayri Safi Yurt \u0130\u00e7i Has\u0131la (GSYH) verisinin y\u0131ll\u0131k bazda y\u00fczde 1,4 art\u0131\u015fla beklentilerin alt\u0131nda kald\u0131\u011f\u0131 aktar\u0131ld\u0131. Ayn\u0131 d\u00f6nemde t\u00fcketici harcamalar\u0131n\u0131n \u00f6nceki \u00e7eyrekteki y\u00fczde 3,5\u2019lik art\u0131\u015fa k\u0131yasla y\u00fczde 2,4 b\u00fcy\u00fcd\u00fc\u011f\u00fc kaydedildi. Aral\u0131k ay\u0131na ili\u015fkin PCE enflasyonunun ise y\u0131ll\u0131k y\u00fczde 3 artarak \u015eubat 2025\u2019ten bu yana en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 g\u00f6sterdi\u011fi bildirildi.<\/p>\n
ABD 10 y\u0131ll\u0131k tahvil faizinin hafta i\u00e7inde k\u0131sa s\u00fcreli\u011fine y\u00fczde 4\u2019\u00fcn alt\u0131na geriledi\u011fi belirtilirken, Fed\u2019in faiz indirimi takviminin belirsizli\u011fini korudu\u011fu ifade edildi. Ocak ay\u0131 toplant\u0131 tutanaklar\u0131nda Fed \u00fcyelerinin \u00e7o\u011funlu\u011funun mevcut para politikas\u0131n\u0131 s\u00fcrd\u00fcrme e\u011filiminde oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
\u00d6te yandan ABD Y\u00fcksek Mahkemesi\u2019nin, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n k\u00fcresel g\u00fcmr\u00fck vergilerine ili\u015fkin uygulamalar\u0131n\u0131 iptal etti\u011fi bildirildi. Mahkeme, Trump\u2019\u0131n 1977 tarihli Uluslararas\u0131 Acil Ekonomik G\u00fc\u00e7ler Yasas\u0131\u2019n\u0131 (IEEPA) kullanarak g\u00fcmr\u00fck vergisi uygulama yetkisini a\u015ft\u0131\u011f\u0131na h\u00fckmetti. Karar\u0131n ard\u0131ndan Trump\u2019\u0131n 1974 Ticaret Yasas\u0131\u2019n\u0131n 122. maddesine dayanarak ge\u00e7ici y\u00fczde 10\u2019luk yeni bir g\u00fcmr\u00fck vergisi a\u00e7\u0131klad\u0131\u011f\u0131 ve bu oran\u0131n 150 g\u00fcn i\u00e7inde y\u00fczde 15\u2019e kadar \u00e7\u0131kar\u0131labilece\u011fi ifade edildi.<\/p>\n
Karar\u0131n ard\u0131ndan piyasalarda k\u0131sa s\u00fcreli y\u00fckseli\u015f g\u00f6r\u00fclse de, analistlerin yeni ad\u0131mlara ili\u015fkin belirsizli\u011fin s\u00fcrebilece\u011fi uyar\u0131s\u0131nda bulundu\u011fu aktar\u0131ld\u0131. Avrupa taraf\u0131nda ise Avrupa Komisyonu\u2019nun, ABD\u2019nin AB-ABD ticaret anla\u015fmas\u0131 \u015fartlar\u0131na uymas\u0131n\u0131 talep etti\u011fi belirtildi.<\/p>\n
Vadeli piyasalarda Avrupa\u2019da Euro Stoxx 50 ve DAX kontratlar\u0131n\u0131n geriledi\u011fi, ABD taraf\u0131nda ise S&P 500 ve Nasdaq vadeli i\u015flemlerinin d\u00fc\u015f\u00fc\u015f g\u00f6sterdi\u011fi kaydedildi. \u00d6zellikle Nvidia\u2019n\u0131n a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7lar\u0131n teknoloji ve yapay zeka sekt\u00f6r\u00fcne y\u00f6nelik beklentiler a\u00e7\u0131s\u0131ndan kritik oldu\u011fu ifade edildi.<\/p>\n
Jeopolitik geli\u015fmeler kapsam\u0131nda, ABD ile \u0130ran aras\u0131nda Cenevre\u2019de yap\u0131lmas\u0131 planlanan g\u00f6r\u00fc\u015fme \u00f6ncesinde alt\u0131n fiyatlar\u0131n\u0131n y\u00fckseldi\u011fi, petrol fiyatlar\u0131n\u0131n ise geriledi\u011fi bildirildi.<\/p>\n
Yurt i\u00e7inde ise yat\u0131r\u0131m fonlar\u0131na ili\u015fkin rehber tasla\u011f\u0131nda planlanan de\u011fi\u015fikliklerin g\u00fcndemde oldu\u011fu belirtildi. Tasla\u011f\u0131n T\u00fcrkiye Sermaye Piyasalar\u0131 Birli\u011fi (TSPB) \u00fcyelerinin g\u00f6r\u00fc\u015f\u00fcne a\u00e7\u0131ld\u0131\u011f\u0131 ve 26 \u015eubat\u2019a kadar de\u011ferlendirmelerin al\u0131naca\u011f\u0131 aktar\u0131ld\u0131. D\u00fczenleme tasla\u011f\u0131nda serbest fonlara y\u00f6nelik yeni kriterler, portf\u00f6y y\u00f6neticisi tan\u0131m\u0131, devlet i\u00e7 bor\u00e7lanma senedi bulundurma zorunlulu\u011fu, yo\u011funla\u015fma ve grup limitleri ile raporlama y\u00fck\u00fcml\u00fcl\u00fcklerine ili\u015fkin de\u011fi\u015fikliklerin yer ald\u0131\u011f\u0131 ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 23 \u015eubat (Hibya) – A1 Capital\u2019in 23 \u015eubat 2026 tarihli g\u00fcnl\u00fck b\u00fcltenine g\u00f6re, ABD ile Avrupa aras\u0131ndaki ekonomik ayr\u0131\u015fma derinle\u015firken, ABD\u2019de b\u00fcy\u00fcme ve enflasyon verileri ile Y\u00fcksek Mahkeme\u2019nin g\u00fcmr\u00fck vergilerine ili\u015fkin karar\u0131 piyasalarda belirsizli\u011fi art\u0131rd\u0131. <\/p>\n","protected":false},"author":1,"featured_media":51197,"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-51196","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\/51196","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=51196"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/51196\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/51197"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=51196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=51196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=51196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"