Pusula Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, Federal Rezerv Y\u00f6netim Kurulu \u00dcyesi Christopher Waller’\u0131n, mart ay\u0131ndaki faiz karar\u0131 i\u00e7in temel belirleyicinin g\u00fcmr\u00fck tarifelerine ili\u015fkin Y\u00fcksek Mahkeme karar\u0131 de\u011fil, 6 Mart’ta a\u00e7\u0131klanacak olan \u015fubat ay\u0131 istihdam raporu olaca\u011f\u0131n\u0131 vurgulad\u0131\u011f\u0131 belirtildi. Ocak ay\u0131nda \u00f6zel sekt\u00f6rde kaydedilen beklenmedik 172 bin ki\u015filik istihdam art\u0131\u015f\u0131n\u0131n ge\u00e7ici bir veri kirlili\u011fi mi yoksa i\u015f g\u00fcc\u00fc piyasas\u0131nda kal\u0131c\u0131 bir g\u00fc\u00e7lenme mi oldu\u011funu anlamaya \u00e7al\u0131\u015fan Waller’\u0131n, ocak ay\u0131ndaki faizlerin sabit tutulmas\u0131 karar\u0131na muhalefet etmesine ra\u011fmen istihdam verilerinin sa\u011flam bir zemine oturdu\u011funun kan\u0131tlanmas\u0131 durumunda faiz indirimlerine ara verilmesinin uygun olabilece\u011fini dile getirdi\u011fi aktar\u0131l\u0131rken yurt d\u0131\u015f\u0131 g\u00fcndemine ili\u015fkin ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“Mevcut durumda \u015fubat istihdam verisinin y\u00f6n\u00fcn\u00fc bir ‘yaz\u0131 tura’ ihtimaline benzeten Waller\u2019\u0131n bu temkinli yakla\u015f\u0131m\u0131, piyasalardaki beklentilerle de \u00f6rt\u00fc\u015fmekte nitekim FedWatch verileri y\u00fczde 96 ihtimalle federal fon oran\u0131n\u0131n y\u00fczde 3,5 ile y\u00fczde 3,75 aral\u0131\u011f\u0131nda sabit kalaca\u011f\u0131na, 2 y\u0131ll\u0131k tahvil faizleri ise y\u00fczde 3,48 seviyesindeki dura\u011fan seyrine i\u015faret etmektedir.<\/p>\n
Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Christine Lagarde, Washington’da yapt\u0131\u011f\u0131 konu\u015fmada Avrupa\u2019n\u0131n kriz d\u00f6nemlerindeki \u00e7evikli\u011fini art\u0131k yap\u0131sal reformlara yans\u0131tmas\u0131 gerekti\u011fini vurgulayarak k\u0131tan\u0131n yeni b\u00fcy\u00fcme modelini ilan etmi\u015ftir. D\u0131\u015f talebe dayal\u0131 eski modelin k\u00fcresel ticaret gerilimleri ve tarifeler nedeniyle ge\u00e7erlili\u011fini yitirdi\u011fini belirten Lagarde, 2025’te y\u00fczde 1,5 b\u00fcy\u00fcyen Euro B\u00f6lgesi ekonomisinin bu performans\u0131n\u0131 tamamen i\u00e7 talebe bor\u00e7lu oldu\u011funu, cari fazlan\u0131n ise y\u00fczde 1,6’ya gerileyerek daha dengeli bir hal ald\u0131\u011f\u0131n\u0131 ifade etmi\u015ftir. Avrupa’n\u0131n teknoloji \u00fcretmekten ziyade yapay zekay\u0131 imalat sanayisine entegre etme g\u00fcc\u00fcne odakland\u0131\u011f\u0131n\u0131 (AB firmalar\u0131n\u0131n y\u00fczde 50’si yapay zeka kullan\u0131rken bu oran ABD’de y\u00fczde 33’t\u00fcr) ve kurumsal yat\u0131r\u0131mc\u0131lar\u0131n Avrupa’ya ilgisinin y\u0131l sonunda y\u00fczde 8’den y\u00fczde 40’a f\u0131rlad\u0131\u011f\u0131n\u0131 kaydeden Lagarde; dijital hizmetler ve sermaye piyasalar\u0131ndaki engellerin kald\u0131r\u0131lmas\u0131 durumunda GSY\u0130H’de ABD tarifelerinin olas\u0131 zarar\u0131ndan d\u00f6rt kat daha fazla kazan\u00e7 sa\u011flanabilece\u011fini savunmu\u015ftur. Lagarde, 27 \u00fclkenin oybirli\u011fini beklemeden g\u00f6n\u00fcll\u00fc \u00fclkelerin \u00f6nc\u00fcl\u00fck edece\u011fi ’28. rejim’ gibi esnek i\u015f birli\u011fi modelleriyle Avrupa\u2019n\u0131n uyuyan dev uykusundan uyanarak 8 trilyon euroluk at\u0131l hanehalk\u0131 birikimini yat\u0131r\u0131ma d\u00f6n\u00fc\u015ft\u00fcrme potansiyeline sahip oldu\u011funun alt\u0131n\u0131 \u00e7izmi\u015ftir.<\/p>\n
Ifo Enstit\u00fcs\u00fc’n\u00fcn son verilerine g\u00f6re, Almanya’da i\u015f d\u00fcnyas\u0131n\u0131n morali \u015fubat ay\u0131nda beklentileri a\u015farak 88,6 puana y\u00fckselmi\u015f ve ekonominin nihayet toparlanma sinyalleri verdi\u011fine dair umutlar\u0131 art\u0131rm\u0131\u015ft\u0131r. \u015eirketlerin mevcut duruma dair memnuniyetleri 86,7’ye, gelecek beklentileri ise 90,5 puana t\u0131rman\u0131rken \u00f6zellikle imalat sekt\u00f6r\u00fcndeki g\u00fc\u00e7l\u00fc sipari\u015f al\u0131mlar\u0131 ve hizmetler sekt\u00f6r\u00fcndeki h\u0131zlanma, bile\u015fik PMI\u2019\u0131n son d\u00f6rt ay\u0131n zirvesine \u00e7\u0131kmas\u0131n\u0131 sa\u011flam\u0131\u015ft\u0131r. Ticaret d\u0131\u015f\u0131ndaki t\u00fcm sekt\u00f6rlerde iyile\u015fme g\u00f6zlenmesine ra\u011fmen uzmanlar, ABD’nin yeni g\u00fcmr\u00fck politikalar\u0131ndan kaynaklanan tarifelerdeki belirsizlik, euronun g\u00fc\u00e7lenmesi ve k\u0131\u015f \u015fartlar\u0131 gibi risk fakt\u00f6rlerinin bu d\u00f6ng\u00fcsel y\u00fckseli\u015fi bask\u0131layabilece\u011fi konusunda uyar\u0131da bulunmaktad\u0131r.”<\/p>\n
\t\t\t\t\t\t\t\t\t <\/strong> \u0130stanbul, 24 \u015eubat (Hibya) – Pusula Yat\u0131r\u0131m, yurt d\u0131\u015f\u0131 piyasalarda, mart ay\u0131 ABD faiz karar\u0131n\u0131 belirleyen a\u00e7\u0131klamalar\u0131n yap\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":51961,"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-51960","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\/51960","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=51960"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/51960\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/51961"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=51960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=51960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=51960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"