\n<\/p>\n
ABD’de a\u00e7\u0131klanan makroekonomik veriler varl\u0131k fiyatlar\u0131n\u0131 etkilemeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
\u00dclkede d\u00fcn a\u00e7\u0131klanan veriler, konut in\u015faat\u0131n\u0131n eyl\u00fclde toparland\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Buna g\u00f6re, ABD’de a\u011fustosta 3 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine gerileyen konut ba\u015flang\u0131\u00e7lar\u0131, eyl\u00fclde y\u00fczde 7 artarken, in\u015faat izinleri ayn\u0131 d\u00f6nemde beklenenden az d\u00fc\u015ft\u00fc.<\/p>\n
Ekonominin g\u00fcc\u00fcn\u00fc korudu\u011funa i\u015faret eden verilerin ard\u0131ndan Fed’in faiz oranlar\u0131n\u0131 daha uzun s\u00fcre y\u00fcksek tutaca\u011f\u0131na ili\u015fkin beklentiler g\u00fc\u00e7lenirken, tahvil faizleri y\u00fckseli\u015fe ge\u00e7ti. ABD’nin 10 y\u0131ll\u0131k tahvil faizi 2007’den bu yana ilk kez y\u00fczde 4,9’un \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle birlikte, Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller, daha fazla faiz art\u0131r\u0131m\u0131n\u0131n gerekip gerekmeyece\u011fini s\u00f6ylemek i\u00e7in hen\u00fcz \u00e7ok erken oldu\u011funu belirtti.<\/p>\n
Waller, politika faizinin seyrinde kesin hamleler yapmadan \u00f6nce bekleyebileceklerine ve ekonominin seyrinin nas\u0131l geli\u015fece\u011fini g\u00f6rebileceklerine inand\u0131\u011f\u0131n\u0131 kaydetti. Verilere dikkatle bakaca\u011f\u0131n\u0131 kaydeden Waller, gelecek toplant\u0131da faiz oranlar\u0131n\u0131n sabit tutulmas\u0131ndan yana oldu\u011funun sinyalini verdi.<\/p>\n
Christopher Waller, “Ekonominin reel taraf\u0131 yumu\u015farsa, daha fazla faiz art\u0131r\u0131m\u0131 i\u00e7in beklemeye daha fazla alan\u0131m\u0131z olacak ve uzun vadeli faizlerdeki son y\u00fckseli\u015fin i\u015fimizin bir k\u0131sm\u0131n\u0131 yapmas\u0131na izin verece\u011fiz. Ancak reel ekonominin temel g\u00fcc\u00fcn\u00fc g\u00f6stermeye devam etmesi ve enflasyonun istikrar kazanmas\u0131 ya da yeniden h\u0131zlanmas\u0131 durumunda, uzun vadeli faiz oranlar\u0131nda son d\u00f6nemde g\u00f6r\u00fclen art\u0131\u015fa ra\u011fmen daha fazla politika s\u0131k\u0131la\u015ft\u0131rmas\u0131na ihtiya\u00e7 duyulmas\u0131 muhtemel.” ifadelerini kulland\u0131.<\/p>\n
New York Fed Ba\u015fkan\u0131 John Williams ise enflasyonun bankan\u0131n y\u00fczde 2 hedefine geri getirilmesi i\u00e7in faiz oranlar\u0131n\u0131n “bir s\u00fcre” k\u0131s\u0131tlay\u0131c\u0131 seviyelerde kalmas\u0131n\u0131n gerekece\u011fini kaydetti.<\/p>\n
\u00d6te yandan, Fed’in “Bej Kitap” raporunda ise eyl\u00fclden bu yana ekonomik faaliyette “\u00e7ok az” de\u011fi\u015fiklik oldu\u011fu, \u200b\u200b\u200b\u200b\u200b\u200b\u200bi\u015f g\u00fcc\u00fc piyasas\u0131ndaki s\u0131k\u0131l\u0131\u011f\u0131n \u00fclke genelinde gev\u015femeye ve fiyatlar\u0131n genel olarak \u0131l\u0131ml\u0131 h\u0131zla artmaya devam etti\u011fi bildirildi.<\/p>\n
Analistler, Fed’in att\u0131\u011f\u0131 ad\u0131mlara kar\u015f\u0131n ekonomik aktivitede istenilen yava\u015flaman\u0131n sa\u011flanamad\u0131\u011f\u0131n\u0131 ve enflasyon tehdidinin hala endi\u015fe kayna\u011f\u0131 olmaya devam etti\u011fini kaydederek, bu durumun tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 ve son 16 y\u0131l\u0131n zirvesine \u00e7\u0131kard\u0131\u011f\u0131n\u0131, bug\u00fcn Fed Ba\u015fkan\u0131 Powell’\u0131n New York Ekonomi Kul\u00fcb\u00fc’nde ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin yapaca\u011f\u0131 a\u00e7\u0131klamalar\u0131ndan al\u0131nacak sinyallerin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmas\u0131n\u0131n beklendi\u011fini ifade etti.<\/p>\n
Halihaz\u0131rda para piyasalar\u0131ndaki fiyatlamalarda Fed’in gelecek ay politika faizinde de\u011fi\u015fikli\u011fe gitmesinin beklenmedi\u011fini aktaran analistler, buna kar\u015f\u0131n sonraki iki toplant\u0131ya ili\u015fkin belirsizliklerin Powell’\u0131n bug\u00fcnk\u00fc a\u00e7\u0131klamalar\u0131yla netle\u015febilece\u011fini bildirdi.<\/p>\n
\u00dclkede devam eden bilan\u00e7o sezonunda hisse bazl\u0131 oynakl\u0131k artarken, \u00fclkenin b\u00fcy\u00fck bankalar\u0131ndan Morgan Stanley’nin hisseleri, bankan\u0131n net kar\u0131n\u0131n bu y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde 2022’nin ayn\u0131 d\u00f6nemine k\u0131yasla y\u00fczde 9 azald\u0131\u011f\u0131n\u0131 duyurmas\u0131n\u0131n ard\u0131ndan y\u00fczde 7’ye yak\u0131n de\u011fer kaybetti.<\/p>\n
ABD’li elektrikli otomobil \u00fcreticisi Tesla’n\u0131n kar\u0131, d\u00fcnya genelinde otomobil fiyatlar\u0131nda yapt\u0131\u011f\u0131 indirimlerin etkisiyle, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 44 d\u00fc\u015ft\u00fc.<\/p>\n
Emtia fiyatlar\u0131nda ise haber ak\u0131\u015f\u0131na dayal\u0131 oynakl\u0131k etkili olmaya devam ediyor.<\/p>\n
ABD Ba\u015fkan\u0131 Joe Biden’\u0131n Orta Do\u011fu ziyaretinde istenilen verimin al\u0131namad\u0131\u011f\u0131na y\u00f6nelik g\u00fc\u00e7l\u00fc alg\u0131, \u00e7at\u0131\u015fmalar\u0131n durmas\u0131na y\u00f6nelik beklentilerin zay\u0131flamas\u0131na neden olurken, devam eden risk alg\u0131s\u0131 alt\u0131na olan talebi desteklemeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn 1.962 dolarla 1 A\u011fustos’tan bu yana en y\u00fcksek seviyeyi test etmesinin ard\u0131ndan g\u00fcn\u00fc y\u00fczde 1,3 art\u0131\u015fla 1.948 dolardan tamamlarken, yeni g\u00fcnde yatay seyrediyor.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131 ise 90 dolar \u00fczerinde al\u0131c\u0131 bulmaya devam ederken, ABD y\u00f6netimi, Venezuela’da h\u00fck\u00fcmetin muhalefet ile se\u00e7imlerin 2024’te yap\u0131lmas\u0131 konusunda anla\u015fmaya varmas\u0131n\u0131n ard\u0131ndan \u00fclkenin petrol, do\u011fal gaz ve alt\u0131n sekt\u00f6rlerine y\u00f6nelik uygulad\u0131\u011f\u0131 baz\u0131 yapt\u0131r\u0131mlar\u0131 ask\u0131ya ald\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle d\u00fcn New York borsas\u0131nda Dow Jones endeksi y\u00fczde 0,98, S&P 500 endeksi y\u00fczde 1,34 ve Nasdaq endeksi y\u00fczde 1,62 de\u011fer kaybetti. ABD’de endeks vadeli kontratlar, yeni g\u00fcne de sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyirle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131karken, Orta Do\u011fu’daki geli\u015fmeler ve makroekonomik veriler yak\u0131ndan takip ediliyor.<\/p>\n
Avrupa Merkez Bankas\u0131’n\u0131n (ECB) gelecek d\u00f6nemde faiz art\u0131\u015f\u0131na gitmesi beklenmese de, a\u00e7\u0131klanan makroekonomik veriler ve y\u00fckselen emtia fiyatlar\u0131 para piyasalar\u0131ndaki fiyatlamalar\u0131 etkilemeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
D\u00fcn, Almanya’da DAX 40 endeksi y\u00fczde 1,03, Fransa’da CAC 40 endeksi y\u00fczde 0,91, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 1,14 ve \u0130talya’da MIB 30 endeksi y\u00fczde 0,82 de\u011fer kaybetti. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne de d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
Asya pay piyasalar\u0131, ABD tahvil piyasalar\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131n etkisiyle yeni g\u00fcnde de negatif bir seyir izliyor.<\/p>\n
\u00c7in’de gayrimenkul sekt\u00f6r\u00fcn\u00fcn s\u0131k\u0131nt\u0131lar\u0131 piyasalar\u0131 etkilemeyi s\u00fcrd\u00fcr\u00fcrken, \u00fclkenin bu alandaki en b\u00fcy\u00fck oyuncusu Country Garden’a ili\u015fkin haber ak\u0131\u015f\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunmaya devam ediyor.<\/p>\n
\u00d6te yandan, bug\u00fcn G\u00fcney Kore Merkez Bankas\u0131 \u00fcst \u00fcste 6’nc\u0131 toplant\u0131da da politika faizini de\u011fi\u015ftirmeyerek y\u00fczde 3,5’te sabit b\u0131rakt\u0131.<\/p>\n
Japonya’da a\u00e7\u0131klanan makroekonomik verilere g\u00f6re, \u00fclkede d\u0131\u015f ticaret dengesi beklentilerin aksine 62 milyar yen fazla verdi.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,8, G\u00fcney Kore’de Kospi endeksi y\u00fczde 1,9, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 1,4 ve Hong Kong’da Hang Seng endeksi y\u00fczde 2 geriledi.<\/p>\n
Yurt i\u00e7inde, d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, y\u00fczde 3,36 de\u011fer kayb\u0131yla g\u00fcn\u00fc 7.842,66 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 0,2 art\u0131\u015fla g\u00fcn\u00fc 28,0028’den tamamlamas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalar aras\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 28,0200 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde haftal\u0131k para ve banka istatistikleri, yurt d\u0131\u015f\u0131nda ise Fed Ba\u015fkan\u0131 Powell’\u0131n konu\u015fmas\u0131n\u0131n yan\u0131 s\u0131ra ABD’de i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, Philaldelphia Fed imalat endeksi konut ba\u015flang\u0131\u00e7lar\u0131 ve 2. el konut sat\u0131\u015flar\u0131 ile \u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131na ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 7.840 ve 7.750 seviyelerinin destek, 8.000 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/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
15.30 ABD, ekim ay\u0131 Philaldelphia Fed imalat endeksi<\/p>\n
17.00 ABD, eyl\u00fcl ay\u0131 2.el konut sat\u0131\u015flar\u0131 ve CB \u00f6nc\u00fc g\u00f6sterge endeksi<\/p>\n
19.00 Fed Ba\u015fkan\u0131 Powell’\u0131n konu\u015fmas\u0131<\/p>\n