A1 Capital'in de\u011ferlendirmesinde, ABD'de h\u00fck\u00fcmetin kapanmas\u0131n\u0131n hen\u00fcz sona ermi\u015f olmas\u0131na ra\u011fmen, ba\u015fl\u0131ca endekslerin ge\u00e7en hafta belirgin bir \u015fekilde duraklad\u0131\u011f\u0131 aktar\u0131ld\u0131. Yat\u0131r\u0131mc\u0131lar\u0131n, ABD Merkez Bankas\u0131'n\u0131n (FED) yakla\u015fan para politikas\u0131 kararlar\u0131 konusundaki belirsizli\u011fin artmas\u0131 ve genel olarak g\u00fc\u00e7l\u00fc bir performansa ra\u011fmen baz\u0131 \u00fc\u00e7 ayl\u0131k kazan\u00e7 raporlar\u0131n\u0131n biraz hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratmas\u0131 nedeniyle haberleri satmay\u0131 tercih etti\u011fi vurgulan\u0131rken, \u015fu bilgiler verildi:<\/p>\n
“D\u00fcnyan\u0131n en b\u00fcy\u00fck ekonomisinin durumu hakk\u0131nda daha iyi bir fikir edinmek i\u00e7in resmi istatistiklerin a\u00e7\u0131klanmas\u0131n\u0131 biraz daha beklememiz gerekecek.<\/p>\n
Politika yap\u0131c\u0131lar\u0131n birbirleriyle \u00e7eli\u015fen g\u00f6r\u00fc\u015fleri ve de\u011fi\u015fen piyasa beklentileri, Fed'in 9-10 Aral\u0131k toplant\u0131s\u0131nda al\u0131nacak karar\u0131n ne kadar hararetli bir \u015fekilde tart\u0131\u015f\u0131laca\u011f\u0131n\u0131 g\u00f6steriyor. Cuma g\u00fcn\u00fc, Kansas City Fed Ba\u015fkan\u0131 Jeffrey Schmid, Dallas Fed Ba\u015fkan\u0131 Lorie Logan ve Cleveland Fed Ba\u015fkan\u0131 Beth Hammack, Fed'in ge\u00e7en ay politika faizini d\u00fc\u015f\u00fcrmesinin ard\u0131ndan ortaya koyduklar\u0131 \u015fahin g\u00f6r\u00fc\u015fleri b\u00fcy\u00fck \u00f6l\u00e7\u00fcde tekrarlad\u0131lar.<\/p>\n
Cuma g\u00fcn\u00fc ge\u00e7 saatlerde, Fed politikas\u0131na ili\u015fkin yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131n\u0131n en iyi ger\u00e7ek zamanl\u0131 g\u00f6stergesi olan k\u0131sa vadeli faiz oran\u0131 vadeli i\u015flemleri, merkez bankas\u0131n\u0131n Eyl\u00fcl ve Ekim aylar\u0131ndaki art arda faiz indirimlerinin ard\u0131ndan Aral\u0131k ay\u0131nda bir indirim daha yapmayaca\u011f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 60 oldu\u011funu yans\u0131tt\u0131.<\/p>\n
Bu hafta h\u00fck\u00fcmet istatistik kurulu\u015flar\u0131n\u0131n bir bu\u00e7uk aydan sonra ilk kez ekonomik verileri yay\u0131nlamaya ba\u015flamas\u0131 ve aralar\u0131nda etkili ve \u0131l\u0131ml\u0131 Fed \u00fcyesi Waller'\u0131n da bulundu\u011fu daha fazla Fed politika yap\u0131c\u0131s\u0131n\u0131n kendi bak\u0131\u015f a\u00e7\u0131lar\u0131n\u0131 payla\u015fmas\u0131yla kolayca tersine d\u00f6nebilir.<\/p>\n
VIX hisse senedi oynakl\u0131k endeksi Cuma g\u00fcn\u00fc erken saatlerde yakla\u015f\u0131k bir ay\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131. Yat\u0131r\u0131mc\u0131lar, yapay zeka co\u015fkusunun de\u011ferlemeleri pahal\u0131 seviyelere \u00e7\u0131kard\u0131\u011f\u0131 endi\u015fesiyle bu ay d\u00fc\u015f\u00fc\u015f ya\u015fayan teknoloji hisselerine kar\u015f\u0131 k\u0131r\u0131lganl\u0131k konusunda tedirginli\u011fini s\u00fcrd\u00fcrd\u00fc. Nvidia'n\u0131n yapay zeka alan\u0131ndaki geli\u015fmelerin “merkez \u00fcss\u00fc” oldu\u011funu, dolay\u0131s\u0131yla \u00c7ar\u015famba g\u00fcn\u00fc yap\u0131lacak kapan\u0131\u015ftan sonra a\u00e7\u0131klanacak sonu\u00e7lar\u0131n teknoloji sekt\u00f6r\u00fcn\u00fcn yan\u0131 s\u0131ra sanayi ve kamu hizmetleri gibi alanlar i\u00e7in de \u00f6nemli olacak. Nvidia etraf\u0131nda pazar\u0131n bekledi\u011fi b\u00fcy\u00fcmeyi veya Nvidia'dan bundan sonra alabilece\u011fimiz olumlu yorumlar\u0131 g\u00f6remezseniz, bu t\u00fcr ticari i\u015flemlerde daha fazla d\u00fc\u015f\u00fc\u015f g\u00f6rece\u011finizi d\u00fc\u015f\u00fcn\u00fcyorum. LSEG'ye g\u00f6re \u015firketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte hisse ba\u015f\u0131na kazanc\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 53,8 artmas\u0131 ve gelirinin 54,8 milyar dolar olmas\u0131 bekleniyor. Yat\u0131r\u0131mc\u0131lar ayr\u0131ca Nvidia'n\u0131n talep veya harcama e\u011filimleriyle ilgili yorumlar\u0131na da odaklanacak. \u00c7e\u015fitli \u015firketlerin sermaye harcama taahh\u00fctleri g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, herhangi bir zay\u0131fl\u0131k ya\u015famaman\u0131z gerekiyor. Nvidia'n\u0131n sonu\u00e7lar\u0131n\u0131n yan\u0131 s\u0131ra, Walmart ve Home Depot da dahil olmak \u00fczere perakendecilerin \u00fc\u00e7 ayl\u0131k kazan\u00e7lar\u0131n\u0131 bu hafta \u00f6\u011frenece\u011fiz.<\/p>\n
10 y\u0131ll\u0131k ABD Hazine tahvili getirisinin y\u00fczde 4,16 civar\u0131nda bir diren\u00e7 b\u00f6lgesini test etti\u011fi, ABD k\u00fc\u00e7\u00fck sermayeli \u015firketlerinin (IWM) ise \u015fu anda 236 dolar civar\u0131nda \u00f6nemli bir deste\u011fi test etti\u011fi unutulmamal\u0131d\u0131r. Bu seviyenin alt\u0131nda bir kapan\u0131\u015f, mevsimsellik aksi takdirde hisse senedi piyasas\u0131nda y\u00fckseli\u015fi desteklese bile, daha derin bir konsolidasyonun ba\u015flang\u0131c\u0131n\u0131 i\u015faret edecektir.<\/p>\n
Avrupa taraf\u0131nda ise Almanya h\u00fck\u00fcmeti karar alma s\u00fcre\u00e7lerini h\u0131zland\u0131rmak i\u00e7in harekete ge\u00e7ti ve bir dizi yeni politika duyurusu yay\u0131nlad\u0131. Enerji yo\u011fun sanayi i\u00e7in 2028 y\u0131l\u0131na kadar kilovatsaat ba\u015f\u0131na be\u015f sent sabit enerji fiyat\u0131. \u015eu anda bu fiyat yakla\u015f\u0131k 15 sent. Sanayi enerji fiyatlar\u0131na s\u00fcbvansiyon fikri resmi koalisyon anla\u015fmas\u0131nda zaten dile getirilmi\u015f, ancak hen\u00fcz netle\u015ftirilmemi\u015f veya uygulamaya konulmam\u0131\u015ft\u0131. Havac\u0131l\u0131k sekt\u00f6r\u00fcne 350 milyon avro tasarruf sa\u011flanmas\u0131 amac\u0131yla hava trafik kontrol \u00fccretlerinde indirim yap\u0131lmas\u0131 . “Almanya Fonu”nun ba\u015flang\u0131c\u0131. Bu fikir koalisyon anla\u015fmas\u0131nda zaten dile getirilmi\u015fti ve o zamanlar, KOB\u0130'leri ve b\u00fcy\u00fcyen \u015firketleri desteklemek i\u00e7in \u00f6zel sekt\u00f6rden 90 milyar avro daha \u00e7ekmesi beklenen 10 milyar euroluk bir fon vard\u0131.<\/p>\n
Petrol fiyatlar\u0131, Ukrayna sald\u0131r\u0131s\u0131 nedeniyle Karadeniz liman\u0131nda iki g\u00fcn s\u00fcren aran\u0131n ard\u0131ndan Rusya'n\u0131n \u00f6nemli ihracat merkezi Novorossiysk'te y\u00fcklemelerin yeniden ba\u015flamas\u0131yla d\u00fc\u015f\u00fc\u015fte ve bu sabah ge\u00e7en haftan\u0131n kazan\u0131mlar\u0131n\u0131 sildi. Brent ham petrol vadeli i\u015flemleri y\u00fczde 0,82 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na 63,86 dolara, ABD Bat\u0131 Teksas (WTI) ham petrol vadeli i\u015flemleri y\u00fczde 0,93 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na 59,53 dolara geriledi.<\/p>\n
Bak\u0131r, zay\u0131flayan dolar ve ABD h\u00fck\u00fcmetinin kapanmas\u0131n\u0131n ard\u0131ndan yeniden canlanan iyimserlik sayesinde Londra Metal Borsas\u0131'nda g\u00fc\u00e7l\u00fc performans\u0131n\u0131 s\u00fcrd\u00fcrerek ton ba\u015f\u0131na 11.000 dolara ula\u015ft\u0131. Ancak, \u00c7in'den gelen ve taleple ilgili endi\u015feleri yeniden alevlendiren hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan ekonomik veriler nedeniyle bak\u0131r haftan\u0131n sonunda hafif bir d\u00fczeltme ya\u015fad\u0131.<\/p>\n
Alt\u0131n, Fed yetkililerinin Aral\u0131k ay\u0131nda yakla\u015fan faiz indirimine ili\u015fkin son a\u00e7\u0131klamalar\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, haftal\u0131k yakla\u015f\u0131k y\u00fczde 1'lik bir kazan\u00e7 elde etti. Bir ons alt\u0131n yakla\u015f\u0131k 4.050 ABD dolar\u0131ndan i\u015flem g\u00f6r\u00fcyor. Spot g\u00fcm\u00fc\u015f ons ba\u015f\u0131na y\u00fczde 0,8 art\u0131\u015fla 50,96 dolardan i\u015flem g\u00f6rmekte.<\/p>\n
Bu hafta; Ekim ay\u0131na ait daha \u015fahin Fed tutanaklar\u0131 g\u00f6rmeyi de bekliyoruz. Fed Ba\u015fkan\u0131 Powell'\u0131n bas\u0131n toplant\u0131s\u0131nda Aral\u0131k ay\u0131nda faiz indirimini kesin bir sonu\u00e7 olarak g\u00f6rmememiz gerekti\u011fi y\u00f6n\u00fcndeki de\u011ferlendirmesi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, Aral\u0131k ay\u0131nda faiz indirimi umutlar\u0131 azalabilir.<\/p>\n
\u00c7in taraf\u0131nda ise Kredi faiz oranlar\u0131 Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak; herhangi bir de\u011fi\u015fiklik beklenmiyor. T\u00dcFE enflasyonunun Ekim ay\u0131nda pozitif b\u00f6lgeye d\u00f6nmesi ve son bir ayda yeni te\u015fviklere olan ihtiyac\u0131n bir miktar azalmas\u0131n\u0131n ard\u0131ndan, \u00c7in Merkez Bankas\u0131 (PBOC), gelecek y\u0131l i\u00e7in yedek g\u00fc\u00e7 saklamay\u0131 tercih edebilir.<\/p>\n
Yurti\u00e7inde ise Sermaye piyasalar\u0131ndaki \u015fu likidite tart\u0131\u015fmalar\u0131n\u0131 halledelim y\u00f6n bulmaya ya da \u00e7al\u0131\u015f\u0131r\u0131z yoksa zig zag piyasas\u0131na devam g\u00f6r\u00fcnmekte. Bu da do\u011fal olarak a\u00e7\u0131klanan ve a\u00e7\u0131klanacak makro verilerini \u00f6nemini \u00e7ok \u00e7ok azaltmakta.”<\/p>\n
<\/strong> \u0130stanbul, 17 Kas\u0131m (Hibya) – A1 Capital, ABD’de h\u00fck\u00fcmetin kapanmas\u0131n\u0131n hen\u00fcz sona ermi\u015f olmas\u0131na ra\u011fmen, ba\u015fl\u0131ca endekslerin ge\u00e7en hafta belirgin bir \u015fekilde duraklad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":6875,"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-6874","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\/6874","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=6874"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/6874\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/6875"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=6874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=6874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=6874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"