Pusula Yat\u0131r\u0131m’\u0131n raporunda “Donald Trump ve Ali Khamenei\u2019nin sert a\u00e7\u0131klamalar\u0131yla petrol fiyatlar\u0131 y\u00fcksek seyrini s\u00fcrd\u00fcr\u00fcrken, k\u00fcresel piyasalarda temkinli bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131kt\u0131.” ifadelerine yer verildi.\u00a0<\/p>\n
ABD\u2019nin Rus petrol\u00fc al\u0131mlar\u0131na y\u00f6nelik ikinci ge\u00e7ici muafiyeti a\u00e7\u0131klamas\u0131n\u0131n hisse senedi
piyasalar\u0131ndaki kay\u0131plar\u0131n s\u0131n\u0131rlanmas\u0131na yard\u0131mc\u0131 oldu\u011fu belirtilen raporda \u015funlar kaydedildi:<\/p>\n
“ABD taraf\u0131nda S&P 500 vadeli kontratlar\u0131 yakla\u015f\u0131k y\u00fczde 0,4 y\u00fckselirken, \u00f6nceki g\u00fcn S&P 500 endeksi y\u00fczde 1,5 d\u00fc\u015ferek Kas\u0131m ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesine gerilemi\u015fti.
Petrol\u00fcn varil fiyat\u0131n\u0131n 100 dolar\u0131n \u00fczerinde kalmas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle hafta sonu \u00f6ncesinde \u0130ran sava\u015f\u0131yla ilgili geli\u015fmelere kar\u015f\u0131 temkinli kalmas\u0131na yol a\u00e7arken, ABD Hazine tahvilleri Cuma g\u00fcn\u00fc yatay seyretti. \u0130ki y\u0131ll\u0131k tahvil getirisi y\u00fczde 3,74\u2019e, 10 y\u0131ll\u0131k tahvil getirisi ise y\u00fczde 4,26\u2019ya y\u00fckseldi.<\/p>\n
Scott Bessent, ABD\u2019nin petrol arz\u0131n\u0131n k\u00fcresel piyasaya ula\u015fmas\u0131n\u0131 kolayla\u015ft\u0131rmak amac\u0131yla denizde mahsur kalm\u0131\u015f Rus petrol\u00fcn\u00fcn sat\u0131n al\u0131nmas\u0131na ge\u00e7ici izin verildi\u011fini a\u00e7\u0131klad\u0131. Bessent, Donald Trump y\u00f6netiminin k\u00fcresel enerji piyasas\u0131nda istikrar\u0131 sa\u011flamak ve \u0130ran kaynakl\u0131 risklere ra\u011fmen fiyatlar\u0131 d\u00fc\u015f\u00fck tutmak i\u00e7in ad\u0131mlar att\u0131\u011f\u0131n\u0131 vurgulad\u0131. Hazine Bakanl\u0131\u011f\u0131\u2019n\u0131n genel lisans\u0131na g\u00f6re, 12 Mart\u2019a kadar gemilere y\u00fcklenmi\u015f Rus petrol\u00fc ve \u00fcr\u00fcnlerinin sat\u0131\u015f\u0131, teslimi veya bo\u015falt\u0131lmas\u0131 i\u015flemleri 11 Nisan\u2019a kadar yap\u0131labilecek. Bessent, \u00f6nlemin k\u0131sa vadeli ve s\u0131n\u0131rl\u0131 kapsaml\u0131 oldu\u011funu, Rus h\u00fck\u00fcmetine \u00f6nemli bir mali fayda sa\u011flamayaca\u011f\u0131n\u0131 ve petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n ge\u00e7ici oldu\u011funu belirtti.<\/p>\n
Donald Trump, Jerome Powell\u2019a bir sonraki FOMC toplant\u0131s\u0131n\u0131 beklemeden faiz oranlar\u0131n\u0131 \u201cderh\u00e2l\u201d d\u00fc\u015f\u00fcrmesi \u00e7a\u011fr\u0131s\u0131nda bulundu. Sosyal medya payla\u015f\u0131m\u0131nda Powell\u2019a \u201c\u00c7ok Ge\u00e7\u201d lakab\u0131n\u0131 takan Trump, politika faizinin acilen indirilmesi gerekti\u011fini vurgulad\u0131. ABD Merkez Bankas\u0131, 27-28 Ocak\u2019ta yapt\u0131\u011f\u0131 son Federal A\u00e7\u0131k Piyasa Komitesi toplant\u0131s\u0131nda faizleri y\u00fczde 3,5-3,75 aral\u0131\u011f\u0131nda sabit b\u0131rakm\u0131\u015ft\u0131; bir sonraki toplant\u0131 ise 17-18 Mart tarihlerinde yap\u0131lacak.<\/p>\n
Ge\u00e7ti\u011fimiz hafta ABD\u2019de i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 bin ki\u015fi azalarak 213 bine geriledi ve 4 haftal\u0131k ortalama 212 bin seviyesinde ger\u00e7ekle\u015fti. \u00c7al\u0131\u015fma Bakanl\u0131\u011f\u0131 verileri, b\u00fcy\u00fck \u015firketlerdeki i\u015ften \u00e7\u0131karmalara ra\u011fmen istihdam piyasas\u0131n\u0131n genel olarak sa\u011flam kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor; devam eden i\u015fsizlik ba\u015fvurular\u0131 ise 1,85 milyona d\u00fc\u015ft\u00fc. Oracle Corp., Morgan Stanley ve Jack Dorsey\u2019nin Block Inc. gibi \u015firketlerin i\u015f g\u00fcc\u00fcn\u00fc azaltma a\u00e7\u0131klamalar\u0131na ra\u011fmen yeni ba\u015fvurular d\u00fc\u015f\u00fck seviyede seyretti. \u0130ran\u2019daki sava\u015f\u0131n yaratt\u0131\u011f\u0131 belirsizlikler ile birlikte, ABD Merkez Bankas\u0131\u2019n\u0131n \u00f6n\u00fcm\u00fczdeki toplant\u0131da faiz oranlar\u0131n\u0131 de\u011fi\u015ftirmesi beklenmiyor.<\/p>\n
Michelle Bowman, Fed\u2019in bankalar\u0131n sermaye gerekliliklerini g\u00fcncellemek i\u00e7in ad\u0131m att\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Bowman, Basel III\u2019\u00fcn son a\u015famas\u0131n\u0131 uygulamak amac\u0131yla \u00f6n\u00fcm\u00fczdeki haftalarda kurallar \u00f6nereceklerini, de\u011fi\u015fikliklerin stres testi, ek kald\u0131ra\u00e7 oran\u0131, risk bazl\u0131 sermaye ve G-SIB y\u00fck\u00fcml\u00fcl\u00fcklerini kapsayaca\u011f\u0131n\u0131 belirtti. Sermayenin a\u015f\u0131r\u0131 art\u0131r\u0131lmas\u0131n\u0131n reel ekonomiye maliyet getirebilece\u011fine dikkat \u00e7eken Bowman, Fed\u2019in OCC ve FDIC ile birlikte modern ve kapsaml\u0131 bir \u00e7er\u00e7eve \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n
Yapay zeka sekt\u00f6r\u00fc ABD teknoloji piyasalar\u0131nda hareketlili\u011fi s\u00fcrd\u00fcr\u00fcyor. Anthropic, Pentagon\u2019un yasa\u011f\u0131n\u0131 mahkemeye ta\u015f\u0131yarak milyarlarca dolarl\u0131k kayb\u0131 \u00f6nlemeye \u00e7al\u0131\u015f\u0131yor. Nvidia, Nebius\u2019a 2 milyar dolarl\u0131k yat\u0131r\u0131m yapt\u0131 ve CEO Jensen Huang, AI\u2019nin tarihsel \u00f6l\u00e7ekte bir altyap\u0131 yat\u0131r\u0131m\u0131 oldu\u011funu vurgulad\u0131. Adobe Inc. CEO\u2019su Shantanu Narayen 18 y\u0131ll\u0131k g\u00f6revinden ayr\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131; hisse y\u00fczde 6\u2019n\u0131n \u00fczerinde d\u00fc\u015ft\u00fc. \u015eirket, Frank Calderoni liderli\u011finde CEO aray\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcrecek ve ikinci \u00e7eyrek gelir beklentisi 6,43-6,48 milyar dolar olarak \u00f6ng\u00f6r\u00fcl\u00fcyor.”<\/p>\n
<\/strong> \u0130stanbul, 13 Mart (Hibya)- Pusula Yat\u0131r\u0131m, sava\u015fla ilgili a\u00e7\u0131klamalar dolay\u0131s\u0131yla petrol fiyatlar\u0131n\u0131n y\u00fcksek seyrini s\u00fcrd\u00fcr\u00fcrken, k\u00fcresel piyasalarda temkinli bir g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":60873,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-60872","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/60872","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=60872"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/60872\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/60873"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=60872"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=60872"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=60872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"