Pusula Yat\u0131r\u0131m’\u0131n raporuna g\u00f6re Federal Rezerv Ba\u015fkan\u0131 Jerome Powell, Harvard \u00dcniversitesi’nde yapt\u0131\u011f\u0131 konu\u015fmada, ABD-\u0130srail ile \u0130ran aras\u0131ndaki sava\u015f\u0131n merkez bankas\u0131 politikalar\u0131 \u00fczerindeki etkisinin temel olarak Amerikal\u0131lar\u0131n enflasyon beklentilerine ba\u011fl\u0131 oldu\u011funu ifade etti.\u00a0<\/p>\n
Raporda \u015funlar kaydedildi:<\/p>\n
“Brent petrol\u00fcn varil ba\u015f\u0131na 116 dolar\u0131 a\u015fmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki abluka nedeniyle plastik ile g\u00fcbre fiyatlar\u0131n\u0131n t\u0131rmanmas\u0131yla t\u00fcketici g\u00fcveni bu ay y\u00fczde 6 oran\u0131nda gerilerken, Powell para politikas\u0131n\u0131n gecikmeli etkileri sebebiyle k\u0131sa vadeli enerji \u015foklar\u0131na kar\u015f\u0131 faiz oranlar\u0131n\u0131 sabit tutma e\u011filiminde olduklar\u0131n\u0131n sinyalini vermi\u015ftir. Ancak be\u015finci y\u0131l\u0131na giren y\u00fcksek enflasyon ortam\u0131nda, Michigan \u00dcniversitesi anketlerine yans\u0131yan artan k\u0131sa vadeli beklentilerin uzun vadeli g\u00fcveni sarsmas\u0131 durumunda, Wall Street analistlerinin \u00f6ng\u00f6rd\u00fc\u011f\u00fc olas\u0131 faiz art\u0131\u015flar\u0131n\u0131n g\u00fcndeme gelebilece\u011fi belirtilmektedir. Fed, bir yandan k\u00fcresel fiyat \u015foklar\u0131yla m\u00fccadele ederken di\u011fer yandan hassas durumdaki i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131 korumak aras\u0131nda zorlu bir denge kurmaya \u00e7al\u0131\u015fmakta, sava\u015f\u0131n s\u00fcresi ve kapsam\u0131n\u0131n bu ekonomik belirsizli\u011fin temel belirleyicisi oldu\u011fu vurgulanmaktad\u0131r.<\/p>\n
New York Fed Ba\u015fkan\u0131 John C. Williams, Staten Island’da yapt\u0131\u011f\u0131 konu\u015fmada, ABD
ekonomisinin Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar ve g\u00fcmr\u00fck tarifelerinin yaratt\u0131\u011f\u0131 belirsizliklere
ra\u011fmen diren\u00e7li bir duru\u015f sergiledi\u011fini belirtmi\u015ftir. \u0130\u015f g\u00fcc\u00fc piyasas\u0131nda i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,3 ile y\u00fczde 4,5 band\u0131nda stabilize oldu\u011funu ancak d\u00fc\u015f\u00fck i\u015fe al\u0131m oranlar\u0131 nedeniyle hanehalk\u0131 beklentilerinde zay\u0131flama g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc ifade eden Williams, enflasyonun tarife etkileri ve enerji fiyatlar\u0131ndaki art\u0131\u015fla \u015fu an y\u00fczde 3 civar\u0131nda seyretti\u011fini vurgulam\u0131\u015ft\u0131r. Mevcut para politikas\u0131 duru\u015funun riskleri dengelemek i\u00e7in uygun konumda oldu\u011funu savunan Williams, 2026 y\u0131l\u0131 i\u00e7in b\u00fcy\u00fcme tahminini y\u00fczde 2,5, enflasyon beklentisini ise y\u00fczde 2,75 olarak payla\u015f\u0131rken, uzun vadeli y\u00fczde 2’lik enflasyon hedefine 2027 y\u0131l\u0131nda ula\u015f\u0131laca\u011f\u0131n\u0131 \u00f6ng\u00f6rmektedir. Orta Do\u011fu kaynakl\u0131 arz \u015foklar\u0131n\u0131n ekonomik aktiviteyi bask\u0131lama riski bulunsa da \u00e7ekirdek enflasyonun olumlu y\u00f6nde ilerlemesi ve enflasyon beklentilerinin kontrol alt\u0131nda olmas\u0131 Fed’in temkinli iyimserli\u011fini korumas\u0131n\u0131 sa\u011flamaktad\u0131r.<\/p>\n
Almanya\u2019da mart ay\u0131 enflasyon verileri, Orta Do\u011fu’daki sava\u015f\u0131n be\u015finci haftas\u0131na girmesi ve
H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki abluka nedeniyle y\u00fckselen enerji maliyetlerinin etkisiyle y\u0131ll\u0131k y\u00fczde 2,7’ye, Avrupa uyumlu \u00f6l\u00e7\u00fcmlere g\u00f6re ise y\u00fczde 2,8’e t\u0131rmanarak son iki y\u0131l\u0131n en y\u00fcksek seviyesine ula\u015fm\u0131\u015ft\u0131r. Mevcut akaryak\u0131t fiyatlar\u0131n\u0131n y\u0131l sonuna kadar korunmas\u0131 durumunda t\u00fcketicilerin al\u0131m g\u00fcc\u00fc kayb\u0131n\u0131n 2022 krizini bile geride b\u0131rakabilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcrken \u00e7ekirdek enflasyonun y\u00fczde 2,5, hizmet enflasyonunun ise y\u00fczde 3,2 seviyesinde sabit kalmas\u0131, \u015fokun \u015fimdilik enerji odakl\u0131 ve “ge\u00e7ici” bir nitelik ta\u015f\u0131d\u0131\u011f\u0131n\u0131 g\u00f6stermektedir. Avrupa Merkez Bankas\u0131’n\u0131n (ECB) 2022’deki gecikmi\u015f m\u00fcdahale hatas\u0131na d\u00fc\u015fmemek i\u00e7in \u015fahin bir tutum sergilemeye ba\u015flad\u0131\u011f\u0131 ve piyasalar\u0131n bu y\u0131l i\u00e7in d\u00f6rt faiz art\u0131\u015f\u0131n\u0131 fiyatlad\u0131\u011f\u0131 bu d\u00f6nemde hanehalk\u0131 b\u00fct\u00e7elerindeki daralman\u0131n enerji maliyetlerinin ekonominin geneline yay\u0131lmas\u0131n\u0131 s\u0131n\u0131rlayabilece\u011fi d\u00fc\u015f\u00fcn\u00fclmektedir. ECB’nin faiz art\u0131r\u0131m karar\u0131 almas\u0131 i\u00e7in man\u015fet enflasyonun y\u00fczde 4’\u00fc, \u00e7ekirdek enflasyonun ise y\u00fczde 3’\u00fc a\u015fmas\u0131 gibi kritik e\u015fiklerin takibi s\u00fcrerken, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n Haziran ay\u0131na kadar yeniden a\u00e7\u0131lmas\u0131 durumunda mevcut bask\u0131n\u0131n azalaca\u011f\u0131 tahmin edilmektedir.”<\/p>\n
<\/strong> \u0130stanbul, 31 Mart (Hibya)- Pusula Yat\u0131r\u0131m, Almanya\u2019da mart ay\u0131 enflasyon verilerinin, Orta Do\u011fu’daki sava\u015f\u0131n be\u015finci haftas\u0131na girmesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki abluka nedeniyle y\u00fckselen enerji maliyetlerinin etkisiyle y\u0131ll\u0131k y\u00fczde 2,7’ye, Avrupa uyumlu \u00f6l\u00e7\u00fcmlere g\u00f6re ise y\u00fczde 2,8’e t\u0131rmanarak son iki y\u0131l\u0131n en y\u00fcksek seviyesine
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"
\nula\u015ft\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":68837,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-68836","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/68836","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=68836"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/68836\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/68837"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=68836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=68836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=68836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}