\n<\/p>\n
Bir s\u00fcredir Fed’in y\u0131l\u0131n geri kalan\u0131nda faiz art\u0131rmayaca\u011f\u0131na y\u00f6nelik tahminler bask\u0131n olurken, d\u00fcn hizmet sekt\u00f6r\u00fcne ili\u015fkin a\u00e7\u0131klanan verilerin beklentilerden iyi gelmesinin ard\u0131ndan Banka’n\u0131n s\u0131k\u0131la\u015ft\u0131r\u0131c\u0131 para politikas\u0131na devam edebilece\u011fine ili\u015fkin tahminler g\u00fc\u00e7lendi.<\/p>\n
Analistler, para piyasalar\u0131ndaki fiyatlamalarda Fed’in eyl\u00fcl toplant\u0131s\u0131nda politika faizini sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131ld\u0131\u011f\u0131n\u0131 ancak Banka’n\u0131n kas\u0131m toplant\u0131s\u0131nda 25 baz puan faiz art\u0131rma ihtimalinin y\u00fczde 44’e \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
\u00d6te yandan, Fed, \u00fclkedeki ekonomik aktivitenin mevcut durumuna ili\u015fkin de\u011ferlendirmeleri i\u00e7eren “Bej Kitap” raporunu yay\u0131mlad\u0131. Raporda, temmuz ve a\u011fustos aylar\u0131nda ekonomik b\u00fcy\u00fcmenin “\u0131l\u0131ml\u0131” oldu\u011fu ve \u00fclke genelinde istihdam art\u0131\u015f\u0131n\u0131n yava\u015flad\u0131\u011f\u0131 kaydedildi.<\/p>\n
May\u0131s sonunda a\u00e7\u0131klanan Bej Kitap raporunda, ekonomik faaliyetin “\u00e7ok az” de\u011fi\u015fim g\u00f6sterdi\u011fi, gelecekteki b\u00fcy\u00fcme beklentilerinin ise biraz k\u00f6t\u00fcle\u015fti\u011fi ifade edilmi\u015fti. D\u00fcn yay\u0131mlanan raporda ise t\u00fcketici harcamalar\u0131ndan konut harcamalar\u0131na kadar her konuda beklenenden daha g\u00fc\u00e7l\u00fc ekonomik faaliyetin ger\u00e7ekle\u015fti\u011fi ve b\u00fcy\u00fcmenin olumlu oldu\u011fu belirtildi.<\/p>\n
Analistler, ABD’de 2 y\u0131ll\u0131k hazine tahvili getirisinin y\u00fczde 5 seviyesinin \u00fczerinde seyretti\u011fini ifade ederek, artan hazine getirilerinin riskli varl\u0131klar \u00fczerinde bask\u0131 olu\u015fturmaya devam etti\u011fini aktard\u0131.<\/p>\n
Tahvil getirilerindeki art\u0131\u015flar\u0131n, beklentilerin \u00fczerindeki ekonomik verilerle ayn\u0131 zamana denk geldi\u011fine dikkati \u00e7eken analistler, hizmet sekt\u00f6r\u00fcne ili\u015fkin g\u00fc\u00e7l\u00fc verilerin de daha fazla faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131na dair endi\u015feleri art\u0131rd\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n
Fed yetkililerinin gelecek d\u00f6nem politikalara ili\u015fkin s\u00f6zle y\u00f6nlendirmeleri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunurken, d\u00fcn Boston Fed Ba\u015fkan\u0131 Susan Collins, politika yap\u0131c\u0131lar\u0131n sonraki ad\u0131mlara karar vermek i\u00e7in ekonomik verileri de\u011ferlendirirken sab\u0131rl\u0131 olmalar\u0131 gerekti\u011fini s\u00f6yledi.<\/p>\n
D\u00fcn ABD’de a\u00e7\u0131klanan verilere g\u00f6re, Tedarik Y\u00f6netim Enstit\u00fcs\u00fc (ISM) hizmet sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), a\u011fustosta 54,5 ile piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015firken, hizmet sekt\u00f6r\u00fcnde \u00fcst \u00fcste 8. ayda b\u00fcy\u00fcmeye i\u015faret etti.<\/p>\n
\u00dclkede mortgage (konut kredisi) ba\u015fvurular\u0131 ise faiz oranlar\u0131ndaki gerilemeye ra\u011fmen ge\u00e7en hafta Aral\u0131k 1996’dan bu yana kaydedilen en d\u00fc\u015f\u00fck seviyeye indi.<\/p>\n
S\u00f6z konusu geli\u015fmelerin ard\u0131ndan d\u00fcn y\u00fczde 0,1 art\u0131\u015fla g\u00fcn\u00fc 104,9 seviyesinden tamamlayarak Mart 2023’ten bu yana en y\u00fcksek g\u00fcnl\u00fck kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftiren dolar endeksi, \u015fu s\u0131ralarda yatay bir seyir izliyor.<\/p>\n
Y\u00fckselen tahvil faizleri ve dolar\u0131n di\u011fer para birimleri kar\u015f\u0131s\u0131nda de\u011fer kazanmaya devam etmesiyle d\u00fc\u015f\u00fc\u015f e\u011filimini \u00fcst \u00fcste 4. i\u015flem g\u00fcn\u00fcne ta\u015f\u0131yan alt\u0131n\u0131n ons fiyat\u0131, \u015fu dakikalarda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n hemen alt\u0131nda 1.918 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Petroldeki arz endi\u015felerinin etkisiyle d\u00fcn y\u00fckseli\u015f e\u011filimini \u00fcst \u00fcste 6. i\u015flem g\u00fcn\u00fcne ta\u015f\u0131yarak yakla\u015f\u0131k son 1 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kan Brent petrol\u00fcn varil fiyat\u0131, yeni g\u00fcnde ise y\u00fczde 0,5 azal\u0131\u015fla 90 dolarda seyrediyor.<\/p>\n
D\u00fcn ABD Senatosu, ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan Yard\u0131mc\u0131l\u0131\u011f\u0131’na aday g\u00f6sterilen Philip Jefferson’a onay verdi.<\/p>\n
\u00d6te yandan, F-35 jetleri i\u00e7in teslimat tahminlerini d\u00fc\u015f\u00fcren ABD’li savunma devi Lockheed Martin’in hisseleri y\u00fczde 5’e yak\u0131n de\u011fer kaybetti.<\/p>\n
\u00c7in h\u00fck\u00fcmetinin d\u00fcn “memurlar\u0131n iPhone kullanmalar\u0131n\u0131 yasaklad\u0131\u011f\u0131na” ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n ard\u0131ndan Nasdaq endeksinde i\u015flem g\u00f6ren Apple’\u0131n hisse fiyat\u0131, g\u00fcn\u00fc y\u00fczde 3,6 de\u011fer kayb\u0131yla kapatt\u0131.<\/p>\n
D\u00fcn New York borsas\u0131nda Dow Jones endeksi y\u00fczde 0,57, S&P 500 endeksi y\u00fczde 0,70 ve Nasdaq endeksi y\u00fczde 1.06 azal\u0131\u015f kaydetti. ABD’de endeks vadeli kontratlar da yeni g\u00fcne negatif bir seyirle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda negatif bir seyir izlenirken, bug\u00fcn b\u00f6lgede g\u00f6zler b\u00fcy\u00fcme verilerine \u00e7evrildi.<\/p>\n
Analistler, b\u00f6lgede enflasyon ve resesyon ikileminin varl\u0131\u011f\u0131n\u0131 korumaya devam etti\u011fini belirterek, Avrupa Merkez Bankas\u0131 (ECB) yetkililerinin s\u00f6zle y\u00f6nlendirmelerinin de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulundu\u011funu s\u00f6yledi.<\/p>\n
D\u00fcn ECB Y\u00f6netim Kurulu \u00fcyeleri “\u015fahin” tonlu a\u00e7\u0131klamalar yaparken, Klaas Knot, para piyasalar\u0131nda eyl\u00fcl toplant\u0131s\u0131na dair fiyatlamalarda faiz art\u0131\u015f ihtimalinin hafife al\u0131nd\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc aktard\u0131.<\/p>\n
ECB \u00dcyesi Peter Kazimir de enflasyonun inat\u00e7\u0131 bir \u015fekilde y\u00fcksek kald\u0131\u011f\u0131n\u0131 ve hedeflenen y\u00fczde 2’lik seviyenin olduk\u00e7a \u00fczerinde oldu\u011funu vurgulad\u0131.<\/p>\n
Ayr\u0131ca, \u0130ngiliz Parlamentosu’nda Hazine Komitesi \u00fcyelerinin \u0130ngiliz ekonomisinin g\u00f6r\u00fcn\u00fcm\u00fcne ve bankan\u0131n politikalar\u0131na ili\u015fkin sorular\u0131n\u0131 yan\u0131tlayan \u0130ngiltere Merkez Bankas\u0131 (BoE) Ba\u015fkan\u0131 Andrew Bailey, \u00fclkede enflasyonun bu y\u0131l\u0131n sonunda \u00f6nemli \u00f6l\u00e7\u00fcde d\u00fc\u015fmesinin beklendi\u011fini, mevcut faiz oranlar\u0131n\u0131n halihaz\u0131rda “d\u00f6ng\u00fcn\u00fcn zirvesine \u00e7ok daha yak\u0131n” durumda oldu\u011funu s\u00f6yledi.<\/p>\n
D\u00fcn Almanya’da DAX 40 endeksi y\u00fczde 0,2, Fransa’da CAC 40 endeksi y\u00fczde 0,8, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,2 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 1,5 de\u011fer kaybetti. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne de negatif seyirle ba\u015flad\u0131.<\/p>\n
Asya piyasalar\u0131nda, negatif bir seyir \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Analistler, ABD borsalar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn Asya taraf\u0131na ta\u015f\u0131nd\u0131\u011f\u0131n\u0131 belirterek, \u00c7in’de a\u00e7\u0131klanan verilerin olumsuz sinyaller vermeye devam etti\u011fini s\u00f6yledi.<\/p>\n
Bug\u00fcn \u00c7in’de a\u00e7\u0131klanan verilere g\u00f6re, ithalat ve ihracat rakamlar\u0131ndaki d\u00fc\u015f\u00fc\u015f beklenenden az olsa da d\u0131\u015f ticaret fazlas\u0131 68,4 milyar dolarla beklentilerin alt\u0131nda kald\u0131.<\/p>\n
\u00d6te yandan, ABD Ticaret Temsilcili\u011fi (USTR), \u00c7in’den ithal edilen 352 \u00fcr\u00fcn kalemiyle Kovid-19 ile ilgili 77 \u00fcr\u00fcne uygulad\u0131\u011f\u0131 g\u00fcmr\u00fck vergisi muafiyetini 31 Aral\u0131k’a kadar uzatt\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n
\u00c7in’in bor\u00e7 krizindeki gayrimenkul \u015firketi Country Garden, vadesi gelen iki yurt d\u0131\u015f\u0131 bor\u00e7 tahvilinin 22,5 milyon dolarl\u0131k faiz \u00f6demesini “ho\u015fg\u00f6r\u00fc s\u00fcresi” bitmeden yaparak temerr\u00fcde d\u00fc\u015fmekten son anda kurtuldu.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,6, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,9, Hong Kong’da Hang Seng endeksi y\u00fczde 1,2 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,9 de\u011fer kaybetti.<\/p>\n
Yurt i\u00e7inde, d\u00fcn dalgal\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, 8.298,54 puanla rekor seviyeyi g\u00f6rmesinin ard\u0131ndan bu seviyeden gelen kar sat\u0131\u015flar\u0131yla y\u00fczde 0,66 de\u011fer kaybederek g\u00fcn\u00fc 8.181,67 puandan tamamlad\u0131.<\/p>\n
D\u00fcn T\u00fcrkiye ekonomisinin 3 y\u0131ll\u0131k hedef ve politikalar\u0131n\u0131n yer ald\u0131\u011f\u0131 Orta Vadeli Program’\u0131n (OVP) onaylanmas\u0131na ili\u015fkin Cumhurba\u015fkan\u0131 Karar\u0131, Resmi Gazete’nin m\u00fckerrer say\u0131s\u0131nda yay\u0131mland\u0131.<\/p>\n
Hazine ve Maliye Bakanl\u0131\u011f\u0131 ile Strateji ve B\u00fct\u00e7e Ba\u015fkanl\u0131\u011f\u0131’nca haz\u0131rlanan ve 2024-2026 d\u00f6nemini kapsayan OVP ile temel ekonomik b\u00fcy\u00fckl\u00fckler ve hedefler belirlendi.<\/p>\n
Buna g\u00f6re, b\u00fcy\u00fcme i\u00e7in bu y\u0131l ger\u00e7ekle\u015fme tahmini y\u00fczde 4,4 oldu. Ekonominin 2024’te y\u00fczde 4, 2025’te y\u00fczde 4,5, 2026’da y\u00fczde 5 b\u00fcy\u00fcyece\u011fi \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde haftal\u0131k para ve banka istatistikleri, yurt d\u0131\u015f\u0131nda ise Avro B\u00f6lgesi’nde b\u00fcy\u00fcme, Almanya’da sanayi \u00fcretimi ve ABD’de haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 8.200 ve 8.300 seviyelerinin diren\u00e7, 8.100 ve 8.000 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
09.00 Almanya, temmuz ay\u0131 sanayi \u00fcretimi<\/p>\n
12.00 Avro B\u00f6lgesi, 2.\u00e7eyrek GSYH<\/p>\n
14.30 T\u00fcrkiye, haftal\u0131k para ve banka istatistikleri<\/p>\n
15.30 ABD, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131<\/p>\n
17.30 T\u00fcrkiye, a\u011fustos ay\u0131 hazine nakit dengesi<\/p>\n