Piramit Menkul K\u0131ymetler'in de\u011ferlendirmesinde, bu hafta k\u00fcresel piyasalarda sakin veri ak\u0131\u015f\u0131n\u0131n devam edece\u011fi aktar\u0131ld\u0131. Hafta boyunca d\u00fcnya genelinde PMI verileri, ABD\u2019de istihdam raporu ve perakende sat\u0131\u015flar verisi, Euro B\u00f6lgesi b\u00fcy\u00fcme, enflasyon ve perakende sat\u0131\u015flar verileri takip edilece\u011fi belirtilirken \u015fu de\u011ferlendirme yap\u0131ld\u0131:<\/p>\n
“Haftan\u0131n ilk i\u015flem g\u00fcn\u00fc d\u00fcnya genelinde \u015fubat ay\u0131na ili\u015fkin nihai imalat PMI, \u00e7ar\u015famba ise ayn\u0131 d\u00f6neme ili\u015fkin hizmet PMI verileri a\u00e7\u0131klanacak<\/p>\n
Sal\u0131 g\u00fcn\u00fc Euro B\u00f6lgesi\u2019nde \u015fubat ay\u0131n\u0131n \u00f6nc\u00fc T\u00dcFE rakamlar\u0131 yay\u0131mlanacak. Euro B\u00f6lgesi\u2019nde T\u00dcFE ocakta bir \u00f6nceki aya g\u00f6re y\u00fczde 0,6 azal\u0131rken bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 1,7 artm\u0131\u015ft\u0131. Ayn\u0131 d\u00f6nemde \u00e7ekirdek T\u00dcFE ayl\u0131k bazda y\u00fczde 1,1 azal\u0131rken y\u0131ll\u0131k y\u00fczde 2,2 art\u0131\u015f kaydetmi\u015fti.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc yo\u011fun bir veri ak\u0131\u015f\u0131 takip edilecek. G\u00fcn boyunca Euro B\u00f6lgesi\u2019nin ocak \u00dcFE verisi ve ABD\u2019de \u015fubat ay\u0131n\u0131n resmi istihdam verisi i\u00e7in \u00f6nc\u00fc g\u00f6sterge niteli\u011findeki ADP Enstit\u00fcs\u00fc\u2019n\u00fcn istihdam raporu ve Fed\u2019in para politikas\u0131 toplant\u0131lar\u0131ndan iki hafta \u00f6nce yay\u0131mlanan Bej Kitap raporu yay\u0131mlanacak.<\/p>\n
Euro B\u00f6lgesi\u2019nde \u00dcFE aral\u0131kta bir \u00f6nceki aya g\u00f6re y\u00fczde 0,3 azal\u0131rken bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 2,1 azalarak beklenenden daha gerilemi\u015fti.<\/p>\n
ADP\u2019nin son raporuna g\u00f6re ABD\u2019de \u00f6zel sekt\u00f6r istihdam\u0131 ocakta 22 bin art\u0131\u015fla 46 binlik piyasa beklentisinin alt\u0131nda kalm\u0131\u015ft\u0131. \u0130stihdam art\u0131\u015f\u0131nda 2021 sonras\u0131 d\u00fc\u015f\u00fc\u015f e\u011filimi devam etmektedir. ABD \u00c7al\u0131\u015fma Bakanl\u0131\u011f\u0131\u2019n\u0131n resmi raporu cuma g\u00fcn\u00fc yay\u0131mlanacak.<\/p>\n
Per\u015fembe g\u00fcn\u00fc ocak ay\u0131n\u0131n perakende sat\u0131\u015flar verisi takip edilecek. Euro B\u00f6lgesi\u2019nde perakende sat\u0131\u015flar aral\u0131kta ayl\u0131k y\u00fczde 0,5 ile beklenenden daha fazla gerilerken y\u0131ll\u0131k bazda y\u00fczde 1,3 ile beklenenden daha az artm\u0131\u015ft\u0131.<\/p>\n
Haftan\u0131n son i\u015flem g\u00fcn\u00fc k\u00fcresel piyasalarda Euro B\u00f6lgesi\u2019nin d\u00f6rd\u00fcnc\u00fc \u00e7eyrek nihai b\u00fcy\u00fcme verileri, ABD ocak ay\u0131 perakende sat\u0131\u015flar verisiyle \u015fubat ay\u0131n\u0131n resmi istihdam raporu takip edilecek.<\/p>\n
Euro B\u00f6lgesi\u2019nde GSY\u0130H, ikinci tahmin verilere g\u00f6re d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 0,3, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 1,3 b\u00fcy\u00fcme kaydetti. Nihai verilerde de\u011fi\u015fiklik beklenmemektedir. Euro B\u00f6lgesi ekonomisi 2025 y\u0131l\u0131n\u0131n birinci, ikinci ve \u00fc\u00e7\u00fcnc\u00fc \u00e7eyreklerinde \u00e7eyreklik bazda s\u0131ras\u0131yla y\u00fczde 0,6, y\u00fczde 0,1 ve y\u00fczde 0,3, y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 1,5, y\u00fczde 1,5 ve y\u00fczde 1,4 b\u00fcy\u00fcme kaydetmi\u015fti.<\/p>\n
ABD\u2019de perakende sat\u0131\u015f hacmi aral\u0131kta bir \u00f6nceki aya g\u00f6re y\u00fczde 0,4 artmas\u0131 beklenirken paralel kalm\u0131\u015f, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 2,43 artm\u0131\u015ft\u0131.<\/p>\n
ABD\u2019de son istihdam raporuna g\u00f6re tar\u0131m d\u0131\u015f\u0131 istihdam ocakta 130 bin art\u0131\u015f kaydederek beklentiyi \u00f6nemli \u00f6l\u00e7\u00fcde a\u015farken i\u015fsizlik oran\u0131 y\u00fczde 4,4\u2019ten y\u00fczde 4,3\u2019e gerilemi\u015fti. Ortalama saatlik kazan\u00e7lar ayl\u0131k y\u00fczde 0,4, y\u0131ll\u0131k y\u00fczde 3,7 art\u0131\u015fla beklentiyi a\u015fm\u0131\u015ft\u0131. Y\u0131ll\u0131k art\u0131\u015f bir \u00f6nceki aya paralel ger\u00e7eklemi\u015fti.<\/p>\n
Yurt i\u00e7inde bu hafta b\u00fcy\u00fcme, enflasyon ve PMI verileri \u00f6ne \u00e7\u0131k\u0131yor. Ayr\u0131ca, hafta boyunca d\u0131\u015f ticaret verileri, reel efektif d\u00f6viz kuru (REDK) ve hazine nakit istatistikleri takip edilecek.<\/p>\n
Haftan\u0131n ilk i\u015flem g\u00fcn\u00fc T\u00dc\u0130K\u2019in yay\u0131mlayaca\u011f\u0131 son \u00e7eyre\u011fe ili\u015fkin GSY\u0130H verileri ve \u0130stanbul Sanayi Odas\u0131\u2019n\u0131n (\u0130SO) \u015fubat ay\u0131 \u0130SO T\u00fcrkiye \u0130malat PMI raporu takip edilecek.<\/p>\n
T\u00dc\u0130K verilerine g\u00f6re GSYH, zincirlenmi\u015f hacim endeksi olarak d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re y\u00fczde 3,7 artt\u0131. Matriks Haber\u2019in anketine g\u00f6re kat\u0131l\u0131mc\u0131lar\u0131n\u00a0d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in tahmini \u00e7eyreklik y\u00fczde 0,5, y\u0131ll\u0131k y\u00fczde 3,65 b\u00fcy\u00fcme y\u00f6n\u00fcnde olu\u015ftu. Ankette, 2025 y\u0131l geneli i\u00e7in medyan beklenti y\u00fczde 3,7 b\u00fcy\u00fcmeyi i\u015faret etti.<\/p>\n
\u00dc\u00e7\u00fcnc\u00fc \u00e7eyrekte, GSYH'yi olu\u015fturan faaliyetler incelendi\u011finde; in\u015faat y\u00fczde 13,9, finans ve sigorta faaliyetleri y\u00fczde 10,8, bilgi ve ileti\u015fim faaliyetleri y\u00fczde 10,1, \u00fcr\u00fcn \u00fczerindeki vergiler eksi s\u00fcbvansiyonlar y\u00fczde 9,6, di\u011fer hizmet faaliyetleri y\u00fczde 7,1, sanayi sekt\u00f6r\u00fc y\u00fczde 6,5, ticaret, ula\u015ft\u0131rma, konaklama ve yiyecek hizmetleri y\u00fczde 6,3, mesleki, idari ve destek hizmet faaliyetleri y\u00fczde 4,4, gayrimenkul faaliyetleri y\u00fczde 4,2, kamu y\u00f6netimi, e\u011fitim, insan sa\u011fl\u0131\u011f\u0131 ve sosyal hizmet faaliyetleri y\u00fczde 2,1 artt\u0131. Tar\u0131m sekt\u00f6r\u00fc ise y\u00fczde 12,7 azald\u0131.<\/p>\n
Mevsim ve takvim etkilerinden ar\u0131nd\u0131r\u0131lm\u0131\u015f GSYH zincirlenmi\u015f hacim endeksi bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 1,1 artt\u0131. Takvim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f GSYH zincirlenmi\u015f hacim endeksi bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re y\u00fczde 3,4 artt\u0131.<\/p>\n
Harcama y\u00f6ntemine g\u00f6re yerle\u015fik hane halklar\u0131n\u0131n nihai t\u00fcketim harcamalar\u0131 bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fe g\u00f6re zincirlenmi\u015f hacim endeksi olarak y\u00fczde 4,8 artt\u0131. Devletin nihai t\u00fcketim harcamalar\u0131 y\u00fczde 0,8, gayrisafi sabit sermaye olu\u015fumu ise y\u00fczde 11,7 artt\u0131.<\/p>\n
T\u00fcrkiye 2024 y\u0131l\u0131 genelinde y\u00fczde 3,2, 2023 y\u0131l\u0131nda ise y\u00fczde 5,0 b\u00fcy\u00fcm\u00fc\u015ft\u00fc.<\/p>\n
\u0130SO imalat PMI verisi ocakta 48,9\u2019dan 48,1\u2019e geriledi. Endeks, \u00fcst \u00fcste 22\u2019nci ay 50,0 e\u015fik de\u011ferinin alt\u0131nda kald\u0131 ve imalat sekt\u00f6r\u00fcn\u00fcn genel performans\u0131nda ayl\u0131k bazda \u0131l\u0131ml\u0131 bir bozulmaya i\u015faret etti. Ocak b\u00fcltenine g\u00f6re \u00fcretim ve yeni sipari\u015flerde hafif yava\u015flama kaydedildi. Enflasyonist bask\u0131lar Nisan 2024\u2019ten bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131. \u0130stihdam ve sat\u0131n alma faaliyetleri d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. PMI g\u00f6stergesinde 50,0 de\u011ferinin \u00fczerinde \u00f6l\u00e7\u00fclen t\u00fcm rakamlar, sekt\u00f6rde genel anlamda iyile\u015fmeye i\u015faret etmektedir.<\/p>\n
Sal\u0131 g\u00fcn\u00fc T\u00dc\u0130K\u2019in a\u00e7\u0131klayaca\u011f\u0131 kritik \u00f6nemdeki enflasyon verileri takip edilecek. T\u00dcFE ocakta ayl\u0131k y\u00fczde 4,84, y\u0131ll\u0131k y\u00fczde 30,65 ve on iki ayl\u0131k ortalamalara g\u00f6re y\u00fczde 33,98 artm\u0131\u015ft\u0131. Ayn\u0131 d\u00f6nemde C Grubu \u00e7ekirdek T\u00dcFE ayl\u0131k y\u00fczde 4,55, y\u0131ll\u0131k y\u00fczde 29,80 art\u0131\u015f kaydetti. Matriks Haber\u2019in anketine g\u00f6re T\u00dcFE\u2019nin \u015fubatta ayl\u0131k y\u00fczde 3,00, y\u0131ll\u0131k y\u00fczde 31,51 artaca\u011f\u0131 tahmin edilmektedir.<\/p>\n
Yurt \u0130\u00e7i \u00dcretici Fiyat Endeksi (Y\u0130-\u00dcFE) ocakta ayl\u0131k y\u00fczde 2,67, y\u0131ll\u0131k y\u00fczde 27,17 ve on iki ayl\u0131k ortalamalara g\u00f6re y\u00fczde 25,39 artt\u0131.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc \u015fubat ay\u0131n\u0131n \u00f6nc\u00fc d\u0131\u015f ticaret istatistikleri ve reel efektif d\u00f6viz kuru (REDK) a\u00e7\u0131klanacak. T\u00dc\u0130K\u2019in nihai verilerine g\u00f6re ocakta, ihracat y\u0131ll\u0131k y\u00fczde 4,0 azal\u0131\u015fla 20,32mlr USD, ithalat y\u00fczde 0,1 art\u0131\u015fla 28,70mlr USD oldu. D\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u00fczde 12 art\u0131\u015fla 8,38mlr USD\u2019ye y\u00fckseldi.<\/p>\n
T\u00dcFE bazl\u0131 REDK endeksi ocakta bir \u00f6nceki aya g\u00f6re 3,16 puan art\u0131\u015fla 102,17 olarak ger\u00e7ekle\u015fti. Y\u0130-\u00dcFE bazl\u0131 REK endeksi ise 0,96 puan art\u0131\u015fla 99,95 puana y\u00fckseldi.<\/p>\n
Haftan\u0131n son i\u015flem g\u00fcn\u00fc yurt i\u00e7inde \u015fubat ay\u0131n\u0131n Hazine nakit ger\u00e7ekle\u015fmeleri takip edilecek. Ocakta, Hazine nakit dengesi 246,19mlr TL a\u00e7\u0131k verirken faiz d\u0131\u015f\u0131 denge 207,50mlr TL fazla verdi.”<\/p>\n
<\/strong> \u0130stanbul, 2 Mart (Hibya) – Piramit Menkul K\u0131ymetler, k\u00fcresel piyasalarda sakin veri ak\u0131\u015f\u0131n\u0131n devam edece\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":54799,"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-54798","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\/54798","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=54798"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/54798\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/54799"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=54798"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=54798"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=54798"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"