\u0130kon Menkul taraf\u0131ndan yay\u0131mlanan piyasa de\u011ferlendirmesinde, k\u00fcresel piyasalar\u0131n bug\u00fcn saat 15.30\u2019da a\u00e7\u0131klanacak ABD enflasyon verilerine odakland\u0131\u011f\u0131 belirtildi. Analizde, jeopolitik riskler nedeniyle son d\u00f6nemde h\u0131zla y\u00fckselen enerji fiyatlar\u0131n\u0131n \u00fcretim ve ta\u015f\u0131mac\u0131l\u0131k maliyetlerini art\u0131rd\u0131\u011f\u0131, buna ba\u011fl\u0131 olarak enflasyonist bask\u0131lar\u0131n \u015fiddetlendi\u011fi ifade edildi. ABD\u2019de a\u00e7\u0131klanacak Nisan ay\u0131 enflasyon verilerinde man\u015fet enflasyonun ayl\u0131k bazda y\u00fczde 0,6, y\u0131ll\u0131k bazda y\u00fczde 3,7 olarak a\u00e7\u0131klanmas\u0131n\u0131n beklendi\u011fi kaydedilirken, \u00e7ekirdek enflasyonun ise ayl\u0131k y\u00fczde 0,3 ve y\u0131ll\u0131k y\u00fczde 2,7 seviyesinde ger\u00e7ekle\u015fmesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
De\u011ferlendirmede, Japonya Merkez Bankas\u0131\u2019n\u0131n 27-28 Nisan tarihlerindeki toplant\u0131s\u0131nda politika faizini sabit tuttu\u011fu ancak enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin artan endi\u015feleri yans\u0131tan ve bir sonraki toplant\u0131da faiz art\u0131r\u0131m\u0131na kap\u0131 aralayan bir g\u00f6r\u00fc\u015f \u00f6zeti yay\u0131mlad\u0131\u011f\u0131 belirtildi.<\/p>\n
CNN\u2019in haberine dayand\u0131r\u0131lan de\u011ferlendirmede, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapat\u0131lmas\u0131 ve n\u00fckleer g\u00f6r\u00fc\u015fmelerin t\u0131kanmas\u0131 nedeniyle \u0130ran\u2019a kar\u015f\u0131 b\u00fcy\u00fck \u00e7apl\u0131 askeri operasyon ihtimalini daha ciddi \u015fekilde de\u011ferlendirdi\u011fi ve ulusal g\u00fcvenlik ekibinin se\u00e7enekleri g\u00f6zden ge\u00e7irdi\u011fi ifade edildi.<\/p>\n
Analizde ayr\u0131ca Japonya Maliye Bakan\u0131 Katayama\u2019n\u0131n, ABD Hazine Bakan\u0131 Bessent ile d\u00f6viz piyasalar\u0131, finansal i\u015f birli\u011fi, kritik mineraller ve yapay zeka tedarik zincirleri konular\u0131n\u0131 ele alan iki saatlik bir g\u00f6r\u00fc\u015fme ger\u00e7ekle\u015ftirdi\u011fini a\u00e7\u0131klad\u0131\u011f\u0131 bilgisine yer verildi.<\/p>\n
\u015eirket haberleri b\u00f6l\u00fcm\u00fcnde ise Alphabet\u2019in, bu y\u0131l yapay zeka alan\u0131ndaki 190 milyar dolarl\u0131k sermaye harcamas\u0131n\u0131 finanse etme planlar\u0131n\u0131n bir par\u00e7as\u0131 olarak, sekiz farkl\u0131 vadeye kadar uzanan ve toplamda birka\u00e7 y\u00fcz milyar yen b\u00fcy\u00fckl\u00fc\u011f\u00fcnde olmas\u0131 beklenen ilk yen cinsinden tahvil sat\u0131\u015f\u0131n\u0131 planlad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Japonya ekonomisine ili\u015fkin verilerde, Mart ay\u0131 hane halk\u0131 harcamalar\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 2,9 d\u00fc\u015ft\u00fc\u011f\u00fc belirtilirken, bu verinin beklentilerin alt\u0131nda kald\u0131\u011f\u0131 ifade edildi.<\/p>\n
De\u011ferlendirmede ayr\u0131ca yeni Fed Ba\u015fkan\u0131 Warsh\u2019\u0131n g\u00f6revine sal\u0131 g\u00fcn\u00fc kadar erken bir tarihte ba\u015flamas\u0131n\u0131n beklendi\u011fi kaydedildi. \u0130ngiltere\u2019de ise Barclays ve BRC verilerine g\u00f6re t\u00fcketici harcamalar\u0131n\u0131n Nisan ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 0,1 geriledi\u011fi, bunun 2024 sonundan bu yana g\u00f6r\u00fclen ilk y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f oldu\u011fu belirtildi. \u0130ran sava\u015f\u0131 korkular\u0131n\u0131n hane halklar\u0131n\u0131 tasarrufa y\u00f6nlendirdi\u011fi ve b\u00fcy\u00fck \u00f6l\u00e7ekli t\u00fcketim ile seyahat harcamalar\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Goldman Sachs\u2019\u0131n, enflasyonun y\u00fczde 3 civar\u0131nda kalmas\u0131 ve i\u015f piyasas\u0131n\u0131n diren\u00e7li seyretmesi gerek\u00e7esiyle Fed\u2019in faiz indirimi tahminini Aral\u0131k 2026\u2019ya erteledi\u011fi belirtilirken, nihai faiz indirimi beklentisinin y\u00fczde 3 ile y\u00fczde 3,25 aral\u0131\u011f\u0131nda korundu\u011fu aktar\u0131ld\u0131.<\/p>\n
JPMorgan\u2019\u0131n de\u011ferlendirmesine de yer verilen analizde, k\u00fcresel petrol arz\u0131nda g\u00fcnl\u00fck 13,7 milyon varillik bir aksaman\u0131n Brent petrol fiyat\u0131n\u0131 150 dolara \u00e7\u0131karabilece\u011fi, ABD enflasyonunu y\u00fczde 4\u2019e y\u00fckseltebilece\u011fi ve Fed\u2019in 2027\u2019ye kadar faiz oranlar\u0131n\u0131 sabit tutabilece\u011fi \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
\u00a0 <\/strong> \u0130stanbul, 12 May\u0131s (Hibya) -\u0130kon Menkul analizinde, k\u00fcresel piyasalar\u0131n ABD\u2019de a\u00e7\u0131klanacak enflasyon verilerine odakland\u0131\u011f\u0131 belirtildi. Raporda, y\u00fckselen enerji fiyatlar\u0131n\u0131n enflasyonist bask\u0131lar\u0131 art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n","protected":false},"author":1,"featured_media":83406,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-83405","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/83405","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=83405"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/83405\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/83406"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=83405"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=83405"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=83405"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"