A1 Capital'in raporunda “K\u00fcresel hisse senetlerinde teknoloji kaynakl\u0131 sat\u0131\u015flar d\u00fcn h\u0131z kazand\u0131 ve zay\u0131f ABD i\u015fg\u00fcc\u00fc piyasas\u0131 g\u00f6stergeleri de Wall Street'i olumsuz etkiledi.” ifadeleri kullan\u0131ld\u0131. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Japonya'daki mali endi\u015feler ise Japon hisse senetlerinin, tahvillerinin ve yenin d\u00fc\u015fmesine neden oldu. Bu sabah da Yapay zeka de\u011ferlemeleri konusundaki gerginlik, \u00e7ip devi Nvidia'n\u0131n verileri \u00f6ncesi sat\u0131\u015f bask\u0131s\u0131 hakim.<\/p>\n
B\u00fcy\u00fck Teknoloji ve Yapay Zeka yat\u0131r\u0131mlar\u0131 i\u00e7in gereken devasa mebla\u011flar konusundaki endi\u015feler ve \u00f6zel
\nkredilerdeki likidite ve \u015feffafl\u0131k konusundaki endi\u015feler giderek art\u0131yor. Sonu\u00e7 ne mi? Fed'in faiz indirimlerine
\nara vermeye haz\u0131rland\u0131\u011f\u0131 bir d\u00f6nemde, kald\u0131ra\u00e7 konusunda artan huzursuzluk. S&P 500 ve Nasdaq, FED'in faiz
\noranlar\u0131n\u0131 \u00fcst \u00fcste ikinci kez indirdi\u011fi 29 Ekim'de zirveye ula\u015ft\u0131. Ancak, kritik bir \u015fekilde, Ba\u015fkan Powell daha sonra yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Aral\u0131k ay\u0131nda \u00fc\u00e7\u00fcnc\u00fc bir faiz indiriminin piyasalar\u0131n bekledi\u011fi gibi “kesin bir sonu\u00e7”
\nolmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. “Tam tersi,” diye vurgulad\u0131. K\u0131yaslama endeksi S&P 500, 29 Ekim'den bu yana yaln\u0131zca y\u00fczde 3 de\u011fer kaybetmi\u015f olsa da, bir\u00e7ok teknoloji ve yapay zeka endeksi daha sert darbe ald\u0131; Philadelphia
\nSemiconductor Endeksi'nin kay\u0131plar\u0131 y\u00fczde 10'a yakla\u015ft\u0131. Daha geni\u015f risk i\u015ftah\u0131 ve spek\u00fclatif yat\u0131r\u0131m faaliyetlerinin makul bir g\u00f6stergesi olan Bitcoin ise y\u00fczde 20 d\u00fc\u015ft\u00fc.<\/p>\n
29 Ekim'de d\u00fcnyan\u0131n ilk 5 trilyon dolarl\u0131k \u015firketi olan \u00e7ip \u00fcreticisi Nvidia'n\u0131n o zamandan beri hisse senedi fiyat\u0131
\ny\u00fczde 10 d\u00fc\u015ft\u00fc. Yapay zekan\u0131n \u00f6nc\u00fcs\u00fc, bug\u00fcn piyasa kapan\u0131\u015f\u0131n\u0131n ard\u0131ndan son \u00e7eyreklik kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. Fed faiz indirimlerine ara vermeye haz\u0131rlan\u0131rken, Nvidia'n\u0131n sonu\u00e7lar\u0131na ba\u011fl\u0131 olarak piyasalarda yeni bir s\u0131\u00e7rama ya\u015fanmas\u0131 ihtimali y\u00fcksek g\u00f6r\u00fcn\u00fcyor. Nvidia\u2019n\u0131n y\u00fckseli\u015fini s\u00fcrd\u00fcrebilmesi i\u00e7in GPU talebinin
\n\u00f6n\u00fcm\u00fczdeki y\u0131llarda da g\u00fc\u00e7l\u00fc bir \u015fekilde art maya devam etmesi gerekiyor.<\/p>\n
Bug\u00fcn piyasalar\u0131n takibinde; Merkez bankas\u0131n\u0131n faiz oran\u0131 y\u00f6r\u00fcngesine \u0131\u015f\u0131k tutabilecek olan; ABD Merkez
\nBankas\u0131'n\u0131n (Fed) son politika toplant\u0131s\u0131n\u0131n tutanaklar\u0131n\u0131 ve ABD istihdam raporunu (ay boyunca 50.000
\nistihdam yarat\u0131lm\u0131\u015f olmas\u0131 bekleniyor) var.<\/p>\n
H\u00fck\u00fcmetin 43 g\u00fcnl\u00fck kapan\u0131\u015f\u0131n\u0131n yak\u0131n zamanda sona ermesi nedeniyle Eyl\u00fcl ay\u0131 sonundan bu yana resmi
\nhaftal\u0131k ba\u015fvuru verisi yay\u0131nlanmam\u0131\u015ft\u0131 D\u00fcn a\u00e7\u0131klanan veriler, i\u015fsizlik maa\u015f\u0131 alan Amerikal\u0131lar\u0131n say\u0131s\u0131n\u0131n ekim
\nortas\u0131nda iki ay\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131n\u0131, belirsiz ekonomik ortam\u0131n i\u015fe al\u0131mlar\u0131 engellemesi nedeniyle
\nekim ay\u0131nda i\u015fsizlik oran\u0131n\u0131n y\u00fckselece\u011fini g\u00f6steriyor.<\/p>\n
BLS, gecikmeli Eyl\u00fcl istihdam raporunu Per\u015fembe g\u00fcn\u00fc yay\u0131nlayacak. \u0130\u015fsizlik oran\u0131 A\u011fustos ay\u0131nda d\u00f6rt y\u0131l\u0131n
\nen y\u00fcksek seviyesi olan y\u00fczde 4,3'e yak\u0131nd\u0131. Ancak, ilk kez yap\u0131lan yard\u0131m ba\u015fvurular\u0131 Eyl\u00fcl ve Ekim aylar\u0131
\naras\u0131ndaki tar\u0131m d\u0131\u015f\u0131 istihdam anketi d\u00f6neminde de\u011fi\u015fmedi ve bu i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n k\u00f6t\u00fcle\u015fmedi\u011finin bir
\ni\u015fareti olarak memnuniyetle kar\u015f\u0131land\u0131. Bu, h\u00fck\u00fcmetin kapanmas\u0131 s\u0131ras\u0131nda i\u015ften \u00e7\u0131karmalar\u0131n artt\u0131\u011f\u0131 y\u00f6n\u00fcndeki
\nyayg\u0131n teorilerin bu raporda do\u011frulanmad\u0131\u011f\u0131 anlam\u0131na geliyor ve bu durum piyasalar i\u00e7in g\u00fcven verici olmal\u0131
\nve Fed'in Aral\u0131k ay\u0131nda faiz indirimine gidece\u011fi y\u00f6n\u00fcndeki beklentileri azaltmal\u0131.<\/p>\n
\u0130\u015fg\u00fcc\u00fc piyasas\u0131ndaki durgunluk ve hane halk\u0131 maliyesine ili\u015fkin endi\u015feler konut piyasas\u0131n\u0131 da olumsuz etkiliyor.
\nKas\u0131m ay\u0131nda konut in\u015faat\u00e7\u0131lar\u0131n\u0131n g\u00fcveninin 19. ayd\u0131r zay\u0131f seyretti\u011fini g\u00f6rd\u00fck.. Ulusal Konut \u0130n\u015faat\u00e7\u0131lar\u0131
\nBirli\u011fi\/Wells Fargo Konut Piyasas\u0131 Endeksi bu ay bir puan artarak 38'e y\u00fckseldi. Bu veri de bize; nispeten
\ny\u00fcksek olan ipotek oranlar\u0131, zay\u0131f i\u015fg\u00fcc\u00fc piyasas\u0131 ve y\u00fcksek konut fiyatlar\u0131, yak\u0131n vadede yeni konut
\nsat\u0131\u015flar\u0131nda b\u00fcy\u00fck bir art\u0131\u015f\u0131n olas\u0131 olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Uygun fiyatl\u0131 konut eksikli\u011fi, siyasi a\u00e7\u0131dan tart\u0131\u015fmal\u0131 bir konu haline geldi. Ba\u015fkan Trump bu ay konutlar\u0131 uygun
\nfiyatl\u0131 hale getirmek i\u00e7in 50 y\u0131ll\u0131k ipotek fikrini ortaya att\u0131. Ancak bu fikir, ev sahiplerinin daha fazla faiz \u00f6demesine ve \u00f6z sermaye olu\u015fturmalar\u0131n\u0131n daha uzun s\u00fcrmesine yol a\u00e7aca\u011f\u0131n\u0131 savunan baz\u0131 destek\u00e7ileri ve
\nkonut piyasas\u0131 uzmanlar\u0131 taraf\u0131ndan ele\u015ftirildi. Nedenlerden en b\u00fcy\u00fc\u011f\u00fc; Ulusal Emlak\u00e7\u0131lar Birli\u011fi (NAR), 1980'lerde ortalama ev al\u0131c\u0131s\u0131n\u0131n 20'li ya\u015flar\u0131n sonlar\u0131nda oldu\u011funu, bunun etap etap y\u00fckseldi\u011fini ve bu bu ay
\nilk kez ev sahibi olacaklar\u0131n ortalama ya\u015f\u0131n\u0131n 40 oldu\u011funu tahmin etti.<\/p>\n
Alt\u0131n, dolar\u0131n g\u00fc\u00e7lenmesi nedeniyle hafif d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. Spot alt\u0131n y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle 4.059 dolara ve Aral\u0131k vadeli ABD alt\u0131n vadeli i\u015flemleri ise ons ba\u015f\u0131na y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 4.061 dolara geriledi. Her ne kadar Alt\u0131n\u0131n ivmesi, g\u00fc\u00e7lenen ABD dolar\u0131 ve Fed'in bir sonraki faiz indiriminin ne zaman gelece\u011fine dair \u015f\u00fcpheler nedeniyle bir miktar sekteye u\u011fram\u0131\u015f olsa da, piyasadaki riskten ka\u00e7\u0131nma e\u011filimi, yat\u0131r\u0131mc\u0131lar i\u00e7in alt\u0131n\u0131 g\u00fcvenli bir yat\u0131r\u0131m
\narac\u0131 olarak tutmaya devam ederek d\u00fc\u015f\u00fc\u015f\u00fc s\u0131n\u0131rl\u0131yor.<\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck ham petrol t\u00fcketicisi olan ABD'de ham petrol stoklar\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 g\u00f6steren sekt\u00f6r
\nraporunun arz fazlas\u0131 endi\u015felerini g\u00fc\u00e7lendirmesiyle petrol fiyatlar\u0131 d\u00fc\u015ft\u00fc. Ancak Rusya'dan petrol ak\u0131\u015f\u0131na
\nuygulanan yapt\u0131r\u0131mlar fiyat d\u00fc\u015f\u00fc\u015flerini s\u0131n\u0131rlad\u0131. Brent ham petrol vadeli i\u015flemleri y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na
\n64,78 dolara ve ABD Bat\u0131 Teksas petrol vadeli i\u015flemleri y\u00fczde 0,22 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na 60,65 dolara geriledi.”<\/p>\n
<\/strong> \u0130stanbul, 19 Kas\u0131m (Hibya)- A1 Capital, alt\u0131n\u0131n dolar\u0131n g\u00fc\u00e7lenmesi nedeniyle hafif d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":8035,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-8034","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\/8034","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=8034"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8034\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/8035"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=8034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=8034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=8034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"