A1 Capital'in raporunda, dolar\u0131n, bu sabah sert kay\u0131plar\u0131n\u0131 telafi etmekte zorland\u0131\u011f\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n, h\u00fck\u00fcmetin yeniden a\u00e7\u0131lmas\u0131n\u0131n ard\u0131ndan a\u00e7\u0131klanacak, gelecek haftadan itibaren ABD'den \u00e7ok say\u0131da ekonomik veri al\u0131naca\u011f\u0131 ve bunun olduk\u00e7a k\u00f6t\u00fc olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcrken, piyasalar\u0131n da \u015fu anda yakla\u015fan k\u00f6t\u00fc ABD ekonomik verilerine haz\u0131rland\u0131\u011f\u0131 aktar\u0131ld\u0131. Raporda ayr\u0131ca \u015fu bilgilere yer verildi:<\/p>\n
“Normalde Fed'in zay\u0131flayan ekonomiyi desteklemek i\u00e7in daha agresif bir faiz indirimi uygulayaca\u011f\u0131 beklentilerini art\u0131r\u0131rken, yakla\u015fan d\u00fczensiz veri yay\u0131nlar\u0131n\u0131n Fed fon vadeli i\u015flemlerinin neden ters y\u00f6nde hareket etti\u011fini a\u00e7\u0131klayabiliyor. Sisli havada daha yava\u015f ara\u00e7 kullan\u0131rs\u0131n\u0131z. Ekonomide neler olup bitti\u011fini bilmedi\u011finizde belki de kesintilerinizi yava\u015flat\u0131rs\u0131n\u0131z. Asya borsalar\u0131 da Fed yetkililerinin \u015fahin a\u00e7\u0131klamalar\u0131n\u0131n gelecek ay ABD'de faiz indirimi umutlar\u0131n\u0131 s\u00f6nd\u00fcrmesiyle k\u00fcresel sat\u0131\u015f dalgas\u0131na kat\u0131larak bu sabah d\u00fc\u015ft\u00fc. Veri takviminin h\u00e2l\u00e2 kar\u0131\u015f\u0131k olmas\u0131 da endi\u015feleri art\u0131rd\u0131.<\/p>\n
MSCI'\u0131n Japonya d\u0131\u015f\u0131ndaki Asya hisselerine ili\u015fkin en geni\u015f \u00f6l\u00e7\u00fct\u00fc Wall Street hisseleri d\u00f6rt g\u00fcnl\u00fck y\u00fckseli\u015f serisini bir gecede sonland\u0131rarak son bir ay\u0131n en b\u00fcy\u00fck g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ya\u015fad\u0131ktan sonra y\u00fczde 1,1 d\u00fc\u015ft\u00fc. Japonya'n\u0131n Nikkei y\u00fczde 1,5 ve Avustralya'n\u0131n kaynak a\u011f\u0131rl\u0131kl\u0131 hisseleri y\u00fczde 1,4 ve de G\u00fcney Kore y\u00fczde 2,8'e kadar d\u00fc\u015ft\u00fc. \u00c7in hisseleri Ekim ay\u0131nda sanayi \u00fcretimi ve perakende sat\u0131\u015flar\u0131n\u0131n yava\u015flad\u0131\u011f\u0131n\u0131 ve tahminlerinin alt\u0131nda kald\u0131\u011f\u0131n\u0131 ve hisse senedi piyasalar\u0131ndaki k\u0131sa s\u00fcreli y\u00fckseli\u015fin sona erdi\u011fini g\u00f6steren ayl\u0131k faaliyet rakamlar\u0131n\u0131n a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan y\u00fczde 0,7 geriledi.<\/p>\n
ABD Hazine tahvilleri, yat\u0131r\u0131mc\u0131lar\u0131n Fed'in Aral\u0131k ay\u0131nda faiz indirimine gidece\u011fi y\u00f6n\u00fcndeki beklentilerini bir g\u00fcn \u00f6nceki y\u00fczde 63'ten y\u00fczde 51'e d\u00fc\u015f\u00fcrmesiyle geriledi.<\/p>\n
Yat\u0131r\u0131mc\u0131lar Aral\u0131k ay\u0131nda 25 baz puanl\u0131k bir faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 50'den az g\u00f6rse de, Ocak ay\u0131nda b\u00f6yle bir hareketin ger\u00e7ekle\u015fme olas\u0131l\u0131\u011f\u0131 neredeyse tam olarak belirlenmi\u015f durumda. 2026 y\u0131l\u0131na ili\u015fkin faiz beklentileri de neredeyse hi\u00e7 de\u011fi\u015fmedi.<\/p>\n
Ekimde y\u0131ll\u0131k y\u00fczde 0,5 azald\u0131. Ayl\u0131k da ise 164k ile sat\u0131\u015flar artmaya devam ediyor ki y\u0131l\u0131n en iyi sat\u0131\u015f\u0131n\u0131n yap\u0131ld\u0131\u011f\u0131 ay oldu ve Pandemi d\u00f6nemi sat\u0131\u015f\u0131 ge\u00e7ildi. Tek azal\u0131\u015f g\u00f6sterense, vatanda\u015fl\u0131k s\u0131n\u0131r e\u015fi\u011finin art\u0131r\u0131lmas\u0131n\u0131n da etkisiyle, yabanc\u0131lara yap\u0131lan sat\u0131\u015f oldu. Yabanc\u0131lara sat\u0131lan konut say\u0131s\u0131 2 bin adet ve Yabanc\u0131lar\u0131n konut al\u0131mlar\u0131 y\u0131ll\u0131k bazda y\u00fczde 0,8 geriledi. Dokuz ayl\u0131k kar\u015f\u0131la\u015ft\u0131rma yaparsak y\u00fczde 16,2\u2019lik art\u0131\u015f var ve 1.2 milyon adete ula\u015f\u0131ld\u0131. y\u00fczde 11\u2019lik ipotekli sat\u0131\u015f oran\u0131 y\u00fczde 14\u2019lere \u00e7\u0131kt\u0131.<\/p>\n
\u0130lk sat\u0131\u015flar\u0131 ise 2020\u2019dan bu yana y\u00fczde 31 patikas\u0131nda kalmaya devam ediyor. y\u00fczde 31\u2019lik ilk sat\u0131\u015flara g\u00f6re y\u00fczde 11-14 ipotekli sat\u0131\u015flar konut geli\u015ftiricilerinin kendini finanse etmesi gerekti\u011fine i\u015faret. Arz taraf\u0131nda bir eksiklik var ama geli\u015ftirici taraf\u0131 da mevcut durumdan pek memnun de\u011fil. Bunu \u015f\u00f6yle a\u00e7\u0131klayal\u0131m; Krediyle ilk konutunu almaya kalksan bunun anca y\u00fczde 11\u2019ini kredi alabiliyorsun. Bu \u00e7ok d\u00fc\u015f\u00fck oran ve geli\u015ftiricinin kendi finansman\u0131nda kendi modelini yaratmas\u0131 gerekiyor. Bunun i\u00e7inde ya vadelendirme yapacak ya da kendi fonlayacak.<\/p>\n
2020-2022 aras\u0131nda konut ve arsa fiyatlar\u0131ndaki inan\u0131lmaz y\u00fckseli\u015fle 1\/3 arsa pay\u0131 \u00bd seviyelerine \u00e7\u0131kt\u0131 ve konut fiyatlar\u0131 h\u0131zl\u0131 bir \u015fekilde artt\u0131 sonraki iki y\u0131lda da kira fiyatlar\u0131nda h\u0131zl\u0131 y\u00fckseli\u015f g\u00f6rd\u00fck sonu\u00e7 olarak 2026\u2019da bir dengelenme g\u00f6rebiliriz.<\/p>\n
\u00c7inde de yeni konut fiyatlar\u0131, ge\u00e7en y\u0131l\u0131n ekim ay\u0131ndan bu yana en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydederek ayl\u0131k bazda y\u00fczde 0,5 d\u00fc\u015ft\u00fc. Eyl\u00fcl ay\u0131ndaki y\u00fczde 0,4'l\u00fck d\u00fc\u015f\u00fc\u015f ise bu y\u0131l\u0131n ekim ay\u0131ndan bu yana en sert d\u00fc\u015f\u00fc\u015f oldu. \u00d6zellikle geleneksel olarak sat\u0131\u015flar\u0131n zirve yapt\u0131\u011f\u0131 Eyl\u00fcl ve Ekim aylar\u0131nda konut fiyatlar\u0131nda ya\u015fanan d\u00fc\u015f\u00fc\u015fler, Pekin'in b\u00fcy\u00fcmedeki olumsuzluklara ra\u011fmen sekt\u00f6r\u00fcn toparlanmas\u0131na yard\u0131mc\u0131 olmaya \u00e7al\u0131\u015f\u0131rken kar\u015f\u0131la\u015ft\u0131\u011f\u0131 zorluklar\u0131 g\u00f6zler \u00f6n\u00fcne seriyor.<\/p>\n
Sekt\u00f6r, 2021 y\u0131l\u0131ndaki piyasa \u00e7alkant\u0131lar\u0131ndan bu yana durgun sat\u0131\u015flar ve likidite k\u0131s\u0131tlamalar\u0131yla m\u00fccadele ediyor. Bu durum, krizden etkilenen emlak sekt\u00f6r\u00fcndeki talebin zay\u0131fl\u0131\u011f\u0131n\u0131 vurgularken, daha fazla politika deste\u011fine ihtiya\u00e7 duyuldu\u011funu da ortaya koydu.<\/p>\n
Ukrayna'n\u0131n, Rusya'n\u0131n Karadeniz'deki \u00f6nemli ihracat merkezlerinden Novorossiysk liman\u0131ndaki bir petrol deposuna d\u00fczenledi\u011fi insans\u0131z hava arac\u0131 sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan ki bu liman\u0131n Rusya'n\u0131n ikinci b\u00fcy\u00fck petrol ihracat merkezi olmas\u0131 ve iki hafta \u00f6nce Tuapse'ye d\u00fczenlenen b\u00fcy\u00fck sald\u0131r\u0131n\u0131n hemen ard\u0131ndan gelmesi nedeniyle petrol arz ak\u0131\u015f\u0131nda aksamalara ili\u015fkin yeni korkulara neden olunca petrol fiyatlar\u0131 yakla\u015f\u0131k y\u00fczde 2 artt\u0131. Brent ham petrol vadeli i\u015flemleri y\u00fczde 1,97 art\u0131\u015fla varil ba\u015f\u0131na 64,25 dolara y\u00fckselirken, ABD Bat\u0131 Teksas petrol\u00fc y\u00fczde 2,13 art\u0131\u015fla varil ba\u015f\u0131na 59,94 dolara \u00e7\u0131kt\u0131.<\/p>\n
Alt\u0131n fiyatlar\u0131 hafif bir y\u00fckseli\u015f kaydetti ve zay\u0131flayan dolar\u0131n deste\u011fiyle haftal\u0131k y\u00fckseli\u015fe ge\u00e7meye haz\u0131rland\u0131. Ancak ABD Merkez Bankas\u0131 (Fed) yetkililerinin Aral\u0131k ay\u0131nda faiz indirimi umutlar\u0131n\u0131 s\u00f6nd\u00fcren \u015fahin a\u00e7\u0131klamalar\u0131, kazan\u0131mlar\u0131 kontrol alt\u0131nda tuttu. Spot alt\u0131n, ons ba\u015f\u0131na y\u00fczde 0,4 art\u0131\u015fla 4.188 dolara y\u00fckseldi. ABD'de Aral\u0131k vadeli alt\u0131n vadeli i\u015flemleri ons ba\u015f\u0131na 4.191 dolarda sabit kald\u0131. Di\u011fer yandan spot g\u00fcm\u00fc\u015f y\u00fczde 1,2 art\u0131\u015fla ons ba\u015f\u0131na 52,95 dolara \u00e7\u0131kt\u0131 ve y\u00fczde 9,6 art\u0131\u015fla Eyl\u00fcl 2024'ten bu yana en iyi haftas\u0131na do\u011fru ilerliyor.”<\/p>\n
<\/strong> \u0130stanbul, 14 Kas\u0131m (Hibya) – A1 Capital, dolar\u0131n, bu sabah sert kay\u0131plar\u0131n\u0131 telafi etmekte zorland\u0131\u011f\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n, h\u00fck\u00fcmetin yeniden a\u00e7\u0131lmas\u0131n\u0131n ard\u0131ndan a\u00e7\u0131klanacak, gelecek haftadan itibaren ABD’den \u00e7ok say\u0131da ekonomik veri al\u0131naca\u011f\u0131 ve bunun olduk\u00e7a k\u00f6t\u00fc olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcrken, piyasalar\u0131n da \u015fu anda yakla\u015fan k\u00f6t\u00fc ABD ekonomik verilerine haz\u0131rland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":5757,"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-5756","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\/5756","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=5756"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/5756\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/5757"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=5756"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=5756"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=5756"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"