\n<\/p>\n
ABD’de \u00fc\u00e7 bankan\u0131n batmas\u0131yla sonu\u00e7lanan bankac\u0131l\u0131k krizi, ABD Merkez Bankas\u0131 (Fed) <\/strong>ve h\u00fck\u00fcmetin ad\u0131mlar\u0131yla daha fazla yay\u0131lmadan \u00f6nlendi.<\/p>\n Bankac\u0131l\u0131k sekt\u00f6r\u00fcne ili\u015fkin endi\u015felerin azalmas\u0131yla dikkatler tekrar gelecek d\u00f6nem para politikalar\u0131na \u00e7evrilirken, para piyasalar\u0131ndaki fiyatlamalarda gelecek toplant\u0131da Fed’in 25 baz puan faiz art\u0131raca\u011f\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fcler g\u00fc\u00e7lenmeye ba\u015flad\u0131.<\/p>\n Analistler, ABD’de a\u00e7\u0131klanan makroekonomik verilerde enflasyon sinyallerinin s\u0131n\u0131rl\u0131 \u015fekilde yava\u015flasa da g\u00fc\u00e7l\u00fc kalmaya devam etti\u011fini belirterek, gelecek hafta a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisinin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n Fed’in enflasyon g\u00f6stergesi olarak dikkate ald\u0131\u011f\u0131 g\u0131da ve enerji kalemlerinin hesaplama d\u0131\u015f\u0131 tutuldu\u011fu \u00e7ekirdek ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksi de \u015fubatta ayl\u0131k y\u00fczde 0,3 ve y\u0131ll\u0131k y\u00fczde 4,6 art\u0131\u015fla tahminlerin alt\u0131nda kald\u0131.<\/p>\n Emtia fiyatlar\u0131 s\u00f6z konusu haber ak\u0131\u015f\u0131yla kar\u0131\u015f\u0131k bir seyir izlerken, Brent petrol\u00fcn varil fiyat\u0131 ge\u00e7en hafta y\u00fczde 7 de\u011fer kazanc\u0131yla haftay\u0131 79,8 dolardan tamamlad\u0131.<\/p>\n Alt\u0131n\u0131n ons fiyat\u0131 ise haftal\u0131k y\u00fczde 0,5 de\u011fer kayb\u0131yla 1.969 dolara indi.<\/p>\n Bu geli\u015fmelerle, ge\u00e7en hafta New York borsas\u0131nda, S&P 500 y\u00fczde 3,2, Nasdaq endeksi y\u00fczde 3,3 ve Dow Jones endeksi y\u00fczde 3,2 y\u00fckseldi. Ayl\u0131k bazda da s\u0131ras\u0131yla y\u00fczde 3,4, y\u00fczde 9,5, y\u00fczde 1,9 art\u0131\u015f kaydetti.<\/p>\n 3 Nisan ile ba\u015flayan haftan\u0131n veri takviminde, pazartesi imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), sal\u0131 fabrika sipari\u015fleri ve JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131, \u00e7ar\u015famba ADP \u00f6zel sekt\u00f6r istihdam\u0131, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131, hizmet ve bile\u015fik PMI, per\u015fembe haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 ve cuma tar\u0131m d\u0131\u015f\u0131 istihdam, i\u015fsizlik oran\u0131 ve ortalama saatlik kazan\u00e7lar verileri takip edilecek. Cuma g\u00fcn\u00fc ABD piyasalar\u0131 tatil nedeniyle kapal\u0131 olacak.<\/p>\n Avrupa’da da finansal istikrara y\u00f6nelik endi\u015felerin azalmas\u0131 risk i\u015ftah\u0131n\u0131 desteklerken, Avrupa Merkez Bankas\u0131 (ECB) yetkililerinin a\u00e7\u0131klamalar\u0131ndaki tonun \u015fahin kalmaya devam etti\u011fi g\u00f6r\u00fcld\u00fc.<\/p>\n B\u00f6lgede a\u00e7\u0131klanan makroekonomik verilerde enflasyonun farkl\u0131 \u015fiddette geriledi\u011fi g\u00f6r\u00fcl\u00fcrken, enflasyonun hala ECB’nin y\u00fczde 2’lik hedefinin \u00e7ok uza\u011f\u0131nda olmas\u0131 bankan\u0131n faiz art\u0131\u015flar\u0131n\u0131 s\u00fcrd\u00fcrece\u011fine y\u00f6nelik beklentileri g\u00fc\u00e7lendirdi.<\/p>\n Buna g\u00f6re, Almanya’da a\u00e7\u0131klanan verilere g\u00f6re, martta T\u00fcketici Fiyat Endeksi’nin (T\u00dcFE) y\u0131ll\u0131k art\u0131\u015f\u0131 y\u00fczde 8,7’den y\u00fczde 7,4’e yava\u015flarken, Avro B\u00f6lgesi’nde T\u00dcFE, martta ayl\u0131k y\u00fczde 0,9 ve y\u0131ll\u0131k y\u00fczde 6,9 art\u0131\u015f g\u00f6sterdi. Almanya’da sonu\u00e7lar beklentilerin \u00fczerinde ger\u00e7ekle\u015firken, Avro B\u00f6lgesi’nde \u00f6ng\u00f6r\u00fclerin alt\u0131nda kald\u0131.<\/p>\n S\u00f6z konusu geli\u015fmelerin ard\u0131ndan, para piyasalar\u0131nda gelecek toplant\u0131da y\u00fczde 85 ihtimalle 25 baz puanl\u0131k faiz art\u0131\u015f\u0131na gidilece\u011fi fiyatlanmaya ba\u015flad\u0131.<\/p>\n Bankac\u0131l\u0131k krizinin ba\u015flamas\u0131n\u0131n ard\u0131ndan derinle\u015fen sat\u0131\u015flar ile d\u00fc\u015f\u00fc\u015f e\u011filimini \u00fcst \u00fcste \u00fc\u00e7 haftaya ta\u015f\u0131yan Deutsche Bank hisseleri, ge\u00e7en hafta y\u00fczde 9’dan fazla de\u011fer kazand\u0131.<\/p>\n Ge\u00e7en hafta \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,95, Almanya’da DAX endeksi y\u00fczde 1,28, Fransa’da CAC 40 endeksi y\u00fczde 1,30 ve \u0130talya’da MIB 30 endeksi y\u00fczde 1,56 de\u011fer kazand\u0131.<\/p>\n Gelecek hafta pazartesi, b\u00f6lge genelinde imalat sanayi PMI, sal\u0131 Avro B\u00f6lgesi’nde \u00dcretici Fiyat Endeksi (\u00dcFE), \u00e7ar\u015famba Almanya’da fabrika sipari\u015fleri ve b\u00f6lge genelinde hizmet sekt\u00f6r\u00fc ve bile\u015fik PMI ile per\u015fembe g\u00fcn\u00fc Almanya’da sanayi \u00fcretimi verileri takip edilecek. Cuma g\u00fcn\u00fc ise tatil nedeniyle b\u00f6lgede piyasalar kapal\u0131 olacak.<\/p>\n Asya borsalar\u0131nda ge\u00e7en hafta al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131karken, d\u00fcnya genelinde bankac\u0131l\u0131k sekt\u00f6r\u00fcne ili\u015fkin endi\u015felerin azalmas\u0131 b\u00f6lge borsalar\u0131n\u0131n y\u00f6n\u00fc \u00fczerinde etkili oldu.<\/p>\n \u00c7in’de ekonomik aktiviteye ili\u015fkin olumlu sinyaller risk i\u015ftah\u0131n\u0131 beslemeye devam ederken, \u00fclkede imalat sanayi PMI martta 51,9, hizmet sekt\u00f6r\u00fc PMI da 58,2 ile beklentileri a\u015ft\u0131.<\/p>\n \u00d6te yandan, hafta i\u00e7inde Alibaba Grubu’na y\u00f6nelik haber ak\u0131\u015f\u0131 piyasalarda oynakl\u0131\u011f\u0131n artmas\u0131na neden olurken, \u015firketin \u00fcst d\u00fczey y\u00f6neticisi Daniel Zhang, Alibaba’n\u0131n ana i\u015f kollar\u0131n\u0131 zamana yayarak elden \u00e7\u0131karaca\u011f\u0131n\u0131 belirtti.<\/p>\n Japonya’da ise Tokyo T\u00dcFE y\u0131ll\u0131k y\u00fczde 3,3 artarken, i\u015fsizlik oran\u0131 y\u00fczde 2,6’ya y\u00fckseldi. \u00dclkede perakende sat\u0131\u015flar y\u0131ll\u0131k y\u00fczde 6,6 ve sanayi \u00fcretimi de ayl\u0131k y\u00fczde 4,5 artarak \u00f6ng\u00f6r\u00fcleri geride b\u0131rakt\u0131.<\/p>\n S\u00f6z konusu geli\u015fmelerle haftal\u0131k bazda Japonya’da Nikkei 225 endeksi y\u00fczde 2,4, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2, Hong Kong’da Hang Seng endeksi y\u00fczde 2,4 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 2,6 y\u00fckseldi.<\/p>\n 3 Nisan ile ba\u015flayan haftan\u0131n ilk \u00fc\u00e7 g\u00fcn\u00fcnde tatil nedeniyle \u00c7in piyasalar\u0131 kapal\u0131 olurken, veri takviminde pazartesi Japonya’da 1. \u00e7eyrek Tankan b\u00fcy\u00fck imalat\u00e7\u0131lar ve imalat d\u0131\u015f\u0131 endeksi, \u00e7ar\u015famba Japonya’da hizmet sekt\u00f6r\u00fc PMI, per\u015fembe Caixin imalat sanayi ve hizmet sekt\u00f6r\u00fc PMI, cuma ise Japonya’da \u00f6nc\u00fc endeks ve hane halk\u0131 harcamalar\u0131 verileri takip edilecek.<\/p>\n Yurt i\u00e7inde ge\u00e7en hafta BIST 100 endeksi y\u00fczde 4,4 d\u00fc\u015f\u00fc\u015fle 4.812,93 puandan kapan\u0131rken, d\u00fc\u015f\u00fc\u015f e\u011filimi \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc haftaya ta\u015f\u0131nd\u0131.<\/p>\n Hafta i\u00e7inde T\u00fcrk liras\u0131 Kur Korumal\u0131 Mevduat hesaplar\u0131na uygulanan faiz \u00fcst s\u0131n\u0131r\u0131 kald\u0131r\u0131ld\u0131.<\/p>\n Sermaye Piyasas\u0131 Kurulu (SPK), 750 milyon liraya kadar halka arzlar\u0131n hepsinin borsada sat\u0131\u015f y\u00f6ntemiyle, 750 milyon lira \u00fcst\u00fc talep toplama yoluyla ger\u00e7ekle\u015ftirilecek arzlarda da bireysel yat\u0131r\u0131mc\u0131ya e\u015fit da\u011f\u0131t\u0131m yap\u0131lmas\u0131na karar verdi.<\/p>\n D\u00fcn piyasalar kapand\u0131ktan sonra uluslararas\u0131 kredi derecelendirme kurulu\u015fu Standard & Poor’s (S&P), T\u00fcrkiye’nin kredi notunu “B” olarak teyit etti, kredi notu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc ise “dura\u011fan”dan “negatif”e \u00e7evirdi.<\/p>\n Dolar\/TL haftay\u0131 bir \u00f6nceki haftal\u0131k kapan\u0131\u015f\u0131n y\u00fczde 0,6 \u00fczerinde 19,1777’den tamamlad\u0131.<\/p>\n Analistler, BIST 100 endeksinde teknik a\u00e7\u0131dan 4.750 ve 4.700 seviyelerinin destek, 4.900 ve 5.000 puan\u0131n ise diren\u00e7 olarak \u00f6ne \u00e7\u0131kabilece\u011fini s\u00f6yledi.<\/p>\n Gelecek hafta yurt i\u00e7inde pazartesi g\u00fcn\u00fc T\u00dcFE, \u00dcFE ve imalat sanayi PMI, cuma g\u00fcn\u00fc ise hazine nakit dengesi verileri takip edilecek.<\/p>\n AA Finans Enflasyon Beklenti Anketi’ne kat\u0131lan ekonomistler, mart ay\u0131nda T\u00fcketici Fiyat Endeksi’nin (T\u00dcFE) y\u00fczde 2,86 artmas\u0131n\u0131 bekliyor. Bir \u00f6nceki ay y\u00fczde 55,18 olan y\u0131ll\u0131k enflasyonun ise y\u00fczde 51,35’e gerileyece\u011fi hesaplan\u0131yor.<\/p>\nAvrupa borsalar\u0131nda ge\u00e7en hafta al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131kt\u0131<\/h3>\n
Asya borsalar\u0131nda ge\u00e7en hafta al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izledi<\/h3>\n
Yurt i\u00e7i piyasalar negatif ayr\u0131\u015ft\u0131<\/h3>\n