\n<\/p>\n
K\u00fcresel piyasalar Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n daha da \u015fiddetlenebilece\u011fi ve ABD Merkez Bankas\u0131n\u0131n (Fed) para politikas\u0131n\u0131 daha da s\u0131k\u0131la\u015ft\u0131rabilece\u011fine y\u00f6nelik endi\u015felerle haftay\u0131 negatif bir seyirler tamamlarken piyasalar gelecek hafta Avrupa Merkez Bankas\u0131n\u0131n (ECB) faiz karar\u0131na odakland\u0131. <\/p>\n
D\u00fcnya genelinde artan jeopolitik riskler varl\u0131k fiyatlar\u0131n\u0131 etkilemeyi s\u00fcrd\u00fcr\u00fcrken \u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131na ili\u015fkin haber ak\u0131\u015f\u0131, piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmaya devam ediyor.<\/p>\n
\u0130srail’in ge\u00e7en hafta Gazze’deki el-Ehli Baptist Hastanesini bombalamas\u0131 sonucu 500 ki\u015fi hayat\u0131n\u0131 kaybetti.<\/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 da \u00e7at\u0131\u015fmalar\u0131n durmas\u0131na y\u00f6nelik beklentilerin zay\u0131flamas\u0131na neden oldu.<\/p>\n
\u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131na ili\u015fkin haber ak\u0131\u015f\u0131 piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmaya devam ediyor.<\/p>\n
\u0130srail Ba\u015fbakan\u0131 Binyamin Netanyahu ve Savunma Bakan\u0131 Yoav Gallant, \u0130srail ordusunun abluka alt\u0131ndaki Gazze \u015eeridi’ne y\u00f6nelik kara operasyonunun yak\u0131n oldu\u011fu mesaj\u0131n\u0131 verdi. Hamas Siyasi B\u00fcro Ba\u015fkan\u0131 \u0130smail Heniyye ise \u0130srail’in Gazze’ye y\u00f6nelik s\u00fcren sald\u0131r\u0131lar\u0131n\u0131n b\u00f6lgesel bir sava\u015fa d\u00f6n\u00fc\u015febilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n
ABD bas\u0131n\u0131nda yer alan haberlerde ise ABD ve Avrupa h\u00fck\u00fcmetlerinin, Hamas taraf\u0131ndan tutulan rehinelerin serbest b\u0131rak\u0131lmas\u0131n\u0131 sa\u011flamak amac\u0131yla Katar arac\u0131l\u0131\u011f\u0131yla y\u00fcr\u00fct\u00fclen gizli g\u00f6r\u00fc\u015fmelere zaman kazand\u0131rmak i\u00e7in Gazze’ye y\u00f6nelik kara operasyonunu ertelemesi i\u00e7in \u0130srail’e bask\u0131 yapt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Geli\u015fmeler, Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n daha geni\u015f bir alana yay\u0131labilece\u011fi endi\u015fesiyle risk i\u015ftah\u0131n\u0131n azalmas\u0131na neden olurken Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n a\u00e7\u0131klamalar\u0131 da yat\u0131r\u0131mc\u0131 davran\u0131\u015flar\u0131 \u00fczerinde etkili oldu.<\/p>\n
Powell, ekonomik b\u00fcy\u00fcmenin ve i\u015f g\u00fcc\u00fc talebinin dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 g\u00f6steren son verileri dikkatle izlediklerini belirterek b\u00fcy\u00fcmenin s\u00fcrekli olarak trendin \u00fczerinde oldu\u011funa veya i\u015f g\u00fcc\u00fc piyasas\u0131ndaki s\u0131k\u0131l\u0131\u011f\u0131n azalmad\u0131\u011f\u0131na dair ek kan\u0131tlar\u0131n para politikas\u0131n\u0131n daha da s\u0131k\u0131la\u015ft\u0131r\u0131lmas\u0131n\u0131 gerektirebilece\u011fini ifade etti.<\/p>\n
S\u0131k\u0131la\u015ft\u0131rman\u0131n h\u0131zl\u0131 temposu g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda hala anlaml\u0131 bir s\u0131k\u0131la\u015ft\u0131rma olabilece\u011fine i\u015faret eden Powell, enflasyonu zaman i\u00e7inde s\u00fcrd\u00fcr\u00fclebilir bir \u015fekilde y\u00fczde 2’ye indirecek kadar k\u0131s\u0131tlay\u0131c\u0131 bir politika duru\u015fu elde etmeye ve enflasyonun bu hedefe do\u011fru gitti\u011finden emin olana kadar politikay\u0131 k\u0131s\u0131tlay\u0131c\u0131 tutmaya kararl\u0131 olduklar\u0131n\u0131 bildirdi.<\/p>\n
Tahvil faizlerindeki y\u00fckseli\u015fe de de\u011finen Powell, “Y\u00fcksek tahvil faizlerinin, y\u00fcksek enflasyon beklentisi veya beklenen faiz art\u0131\u015f\u0131 konusundan kaynaklanmad\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcndeyim.” dedi. Powell, tahvil faizlerindeki y\u00fckseli\u015fin finansal ko\u015fullar\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131\u011f\u0131n\u0131 da hat\u0131rlatt\u0131.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda Fed’in gelecek ay politika faizini de\u011fi\u015ftirmeyece\u011fine kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken kas\u0131m toplant\u0131s\u0131ndan sonraki s\u00fcre\u00e7 i\u00e7in belirsizlikler devam ediyor.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda Fed’in kas\u0131m toplant\u0131s\u0131nda politika faizini sabit b\u0131rakmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken Banka’n\u0131n aral\u0131kta da y\u00fczde 80 ihtimalle politika faizini de\u011fi\u015ftirmeyece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Fed yetkilileri s\u00f6zle y\u00f6nlendirmelerine devam ederken, Philadelphia Fed Ba\u015fkan\u0131 Patrick Harker, Fed’in enflasyonun yeniden h\u0131zlanmas\u0131na izin veremeyece\u011fini belirterek, faiz oranlar\u0131n\u0131 sabit tutmay\u0131 ve verileri yak\u0131ndan takip etmeyi tercih etti\u011fini kaydetti.<\/p>\n
Richmond Fed Ba\u015fkan\u0131 Thomas Barkin de ABD’nin ekonomik resesyona girmesi halinde bunun yak\u0131n zamandaki di\u011fer s\u0131k\u0131nt\u0131l\u0131 d\u00f6nemlerden daha hafif olabilece\u011fini bildirdi.<\/p>\n
Enflasyonun yolunun hen\u00fcz net olmad\u0131\u011f\u0131n\u0131 ancak enflasyonda belirgin bir ilerleme g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc dile getiren Barkin, hala ekonominin yava\u015flad\u0131\u011f\u0131na dair teyit arad\u0131\u011f\u0131n\u0131 s\u00f6yledi.
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. 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
Atlanta Fed Ba\u015fkan\u0131 Raphael Bostic, faiz indirimlerinin 2024 y\u0131l\u0131na kadar ger\u00e7ekle\u015fece\u011fini \u00f6ng\u00f6rmedi\u011fini belirtti. Ekonominin hala b\u00fcy\u00fck bir ivmeye sahip oldu\u011funa ve enflasyonun yava\u015f yava\u015f d\u00fc\u015fece\u011fine i\u015faret eden Bostic, Fed’in temkinli, sab\u0131rl\u0131 ve kararl\u0131 olmas\u0131 gerekece\u011fini vurgulad\u0131.<\/p>\n
Cleveland Fed Ba\u015fkan\u0131 Loretta Mester ise ekonominin beklendi\u011fi gibi geli\u015firse Fed’in agresif s\u0131k\u0131la\u015fma politikas\u0131n\u0131 tamamlamaya yak\u0131n oldu\u011funu belirtti.<\/p>\n
Mester, “Bir sonraki toplant\u0131m\u0131zda al\u0131nan karar ne olursa olsun, e\u011fer ekonomi beklendi\u011fi gibi geli\u015firse benim g\u00f6r\u00fc\u015f\u00fcme g\u00f6re, muhtemelen faiz oranlar\u0131n\u0131 tutma noktas\u0131na yak\u0131n veya bu noktaday\u0131z.” ifadelerini kulland\u0131.<\/p>\n
\u00d6te yandan, Fed’in “Bej Kitap” raporunda ise eyl\u00fclden bu yana ekonomik faaliyette “\u00e7ok az” de\u011fi\u015fiklik oldu\u011fu, i\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
Fed, Amerikan finansal sistemindeki mevcut duruma ili\u015fkin de\u011ferlendirmelerin yer ald\u0131\u011f\u0131 Finansal \u0130stikrar Raporu’nun ekim say\u0131s\u0131n\u0131 yay\u0131mlad\u0131.<\/p>\n
Raporda, k\u00fcresel jeopolitik gerilimlerin k\u00f6t\u00fcle\u015fmesinin, k\u00fcresel piyasalara geni\u015f \u00e7apta olumsuz etkisinin olabilece\u011fi aktar\u0131ld\u0131.<\/p>\n
Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, jeopolitik riskler nedeniyle \u0130srail’in “A+” olan kredi notunu negatif izlemeye ald\u0131. Fitch, \u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131n\u0131n b\u00f6lgedeki di\u011fer akt\u00f6rleri de i\u00e7erecek \u015fekilde t\u0131rmanmas\u0131n\u0131n not indirimiyle sonu\u00e7lanabilece\u011fi konusunda uyard\u0131.<\/p>\n
Moody’s ise \u0130srail’in “A1” olan kredi notunu olas\u0131 bir d\u00fc\u015f\u00fc\u015f i\u00e7in incelemeye ald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
ABD’de, 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.<\/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 dile getirdi.<\/p>\n
Bu geli\u015fmelerle, y\u00fczde 4,99’la 19 Temmuz 2007’den bu yana en y\u00fcksek seviyeyi g\u00f6ren ABD’nin 10 y\u0131ll\u0131k tahvil faizi haftay\u0131 yakla\u015f\u0131k 31 baz puan art\u0131\u015fla 4,93’ten tamamlad\u0131.<\/p>\n
Ge\u00e7en hafta 1.997 dolarla may\u0131s ay\u0131ndan bu yana en y\u00fcksek seviyeyi test eden alt\u0131n\u0131n ons fiyat\u0131 da haftay\u0131 y\u00fczde 2,5 art\u0131\u015fla 1.981 dolardan tamamlad\u0131. Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n daha da \u015fiddetlenebilece\u011fi endi\u015fesiyle Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n yapt\u0131\u011f\u0131 “\u015fahin” tonlu s\u00f6zle y\u00f6nlendirmelerine ra\u011fmen g\u00fcvenli liman olarak nitelendirilen alt\u0131na talebin g\u00fc\u00e7l\u00fc kalmaya devam etti.<\/p>\n
\u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131n\u0131n petrol arz\u0131n\u0131 etkileyebilece\u011fine y\u00f6nelik korkular\u0131n artmas\u0131yla Brent petrol\u00fcn varil fiyat\u0131, haftay\u0131 y\u00fczde 1,4 art\u0131\u015fla 91,3 dolardan tamamlad\u0131.<\/p>\n
\u00d6te yandan 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
New York borsas\u0131 ABD’de a\u00e7\u0131klanan makroekonomik verilerin faiz oranlar\u0131n\u0131n daha uzun s\u00fcre y\u00fcksek tutulaca\u011f\u0131na dair beklentileri g\u00fc\u00e7lendirmesiyle haftay\u0131 negatif tamamlad\u0131.<\/p>\n
ABD’de a\u00e7\u0131klanan perakende sat\u0131\u015flar beklentilerin \u00fczerinde ger\u00e7ekle\u015firken enflasyon endi\u015feleri de g\u00fc\u00e7l\u00fc kalmaya devam ediyor. \u00dclkede perakende sat\u0131\u015flar, eyl\u00fclde ayl\u0131k bazda y\u00fczde 0,7 art\u0131\u015fla 704,9 milyar dolar oldu. ABD’de sanayi \u00fcretimi, eyl\u00fclde ayl\u0131k bazda y\u00fczde 0,3 artarak beklentilerin \u00fczerinde ger\u00e7ekle\u015fti. Kapasite kullan\u0131m oran\u0131, 0,2 puan y\u00fckselerek 79,7’ye \u00e7\u0131kt\u0131.<\/p>\n
\u00dclkede konut in\u015faat\u0131n\u0131 eyl\u00fclde toparland\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc. 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. 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\u00e7lendi.<\/p>\n
Ayr\u0131ca, ABD’de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131, ge\u00e7en hafta 198 bin ile piyasa beklentilerinin alt\u0131nda kal\u0131rken ocak ay\u0131ndan bu yana en d\u00fc\u015f\u00fck de\u011fer kaydedildi.<\/p>\n
Analistler, i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n s\u0131k\u0131 kalmaya devam etti\u011fini g\u00f6steren i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131na ili\u015fkin verilerin, Fed’in agresif s\u0131k\u0131la\u015fma d\u00f6ng\u00fcs\u00fcne kar\u015f\u0131 piyasada dirence i\u015faret etti\u011fini ve faiz oranlar\u0131n\u0131 y\u00fcksek tutmak i\u00e7in bankaya alan sa\u011flad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
ABD’de ekimde eksi 9 ile beklentilerin alt\u0131nda ger\u00e7ekle\u015fen Philadelphia Fed \u0130malat Endeksi de sekt\u00f6rdeki daralman\u0131n devam etti\u011fine i\u015faret etti.<\/p>\n
\u00dclkede ikinci el konut sat\u0131\u015flar\u0131 ise eyl\u00fclde y\u00fczde 2 azalarak Ekim 2010’dan bu yana en d\u00fc\u015f\u00fck seviyeye geriledi.<\/p>\n
\u00dclkede devam eden bilan\u00e7o sezonunda hisse bazl\u0131 oynakl\u0131k artarken \u00fclkenin b\u00fcy\u00fck bankalar\u0131ndan Morgan Stanley’nin y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011findeki net kar\u0131, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla yakla\u015f\u0131k y\u00fczde 9 azalarak 2,4 milyar dolara geriledi.<\/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
Bank of America’n\u0131n beklentilerin \u00fczerinde kar a\u00e7\u0131klarken k\u00fcresel internet televizyon a\u011f\u0131 Netflix’in abone say\u0131s\u0131, bu y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde 8,8 milyon artt\u0131.<\/p>\n
Goldman Sachs’\u0131n bu y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011findeki geliri ise ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 1 azal\u0131\u015fla 11,8 milyar dolara indi.<\/p>\n
S\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta, New York borsas\u0131nda haftay\u0131 Nasdaq endeksi y\u00fczde 3,16, S&P 500 endeksi y\u00fczde 2,38, Dow Jones endeksi ise y\u00fczde 1,61 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n
23 Ekim ile ba\u015flayan haftada pazartesi Chicago Ulusal Aktivite Endeksi, sal\u0131 imalat sanayi ve hizmet sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), \u00e7ar\u015famba yeni konut sat\u0131\u015flar\u0131, per\u015fembe b\u00fcy\u00fcme, haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131, dayan\u0131kl\u0131 mal sipari\u015fleri, toptan stoklar, cuma Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi, ki\u015fisel gelir ve harcamalar takip edilecek.<\/p>\n
Avrupa borsalar\u0131nda da ge\u00e7en hafta sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Avrupa borsalar\u0131nda Orta Do\u011fu’daki geli\u015fmeler yak\u0131ndan takip ediliyor. Analistler, piyasalar\u0131n ECB’nin a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131na odakland\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda ECB’nin gelecek ayki toplant\u0131da politika faizini de\u011fi\u015ftirmeyece\u011fine kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.<\/p>\n
Artan petrol fiyatlar\u0131n\u0131n ECB’nin enflasyonla m\u00fccadeleyi sekteye u\u011fratabilece\u011fi endi\u015fesi varl\u0131k fiyatlar\u0131 \u00fczerinde etkili oluyor.<\/p>\n
ECB Ba\u015fekonomisti Philip Lane, gerekmesi halinde bankan\u0131n ek \u00f6nlemler almaktan \u00e7ekinmeyece\u011fini belirtirken analistler, \u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131 nedeniyle y\u00fckselen petrol ve do\u011fal gaz fiyatlar\u0131n\u0131n ECB’nin enflasyonla m\u00fccadelesini zorla\u015ft\u0131rd\u0131\u011f\u0131n\u0131 hat\u0131rlatt\u0131.<\/p>\n
Avrupa bas\u0131n\u0131nda \u00e7\u0131kan haberlerde, ECB Ba\u015fkan\u0131 Christine Lagarde’nin, Avro B\u00f6lgesi maliye bakanlar\u0131 ile yapt\u0131\u011f\u0131 toplant\u0131da, enflasyonist etkiler nedeniyle petrol fiyatlar\u0131n\u0131 yak\u0131ndan izlediklerini s\u00f6yledi\u011fi an\u0131msat\u0131ld\u0131.<\/p>\n
ECB \u00fcyesi Robert Holzmann enflasyon konusunda hen\u00fcz yeterince yol almad\u0131klar\u0131n\u0131n alt\u0131n\u0131 \u00e7izerken ECB, bankalara gayrimenkul sekt\u00f6r\u00fcne daha fazla dikkat etmeleri gerekti\u011fini bildirdi.<\/p>\n
Analistler, s\u00f6z konusu geli\u015fmelere kar\u015f\u0131n para piyasalar\u0131nda ECB’nin politika faizini daha fazla art\u0131rmas\u0131n\u0131n \u00f6ng\u00f6r\u00fclmedi\u011fini ancak faiz art\u0131r\u0131m ihtimalinin yeniden fiyatlamalara dahil olmaya ba\u015flad\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n
A\u00e7\u0131klanan makroekonomik veriler ve y\u00fckselen emtia fiyatlar\u0131 para piyasalar\u0131ndaki fiyatlamalar\u0131 etkilemeyi s\u00fcrd\u00fcr\u00fcyor. \u00d6te yandan \u0130ngiltere’de bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, T\u00fcketici Fiyat Endeksi (T\u00dcFE) eyl\u00fclde ayl\u0131k y\u00fczde 0,5 ve y\u0131ll\u0131k y\u00fczde 6,7 art\u0131\u015fla beklentileri a\u015ft\u0131.<\/p>\n
Avro B\u00f6lgesi’nde T\u00dcFE, eyl\u00fclde bir \u00f6nceki aya g\u00f6re ise y\u00fczde 0,3, y\u0131ll\u0131k ise y\u00fczde 4,3 artt\u0131.<\/p>\n
Avro B\u00f6lgesi’nde ZEW G\u00fcven Endeksi, bu y\u0131l\u0131n ekim ay\u0131nda eksi 8 seviyesinde olan beklentiyi a\u015farak 2,3’e y\u00fckseldi.<\/p>\n
B\u00f6lgede bir \u00f6nceki ayda (eyl\u00fcl) endeks eksi 8,9 olarak kaydedilmi\u015fti.<\/p>\n
\u00d6te yandan \u0130ngiltere’de, artan enflasyonun neden oldu\u011fu endi\u015felerin ard\u0131ndan 30 y\u0131ll\u0131k tahvil faizleri, son 25 y\u0131l\u0131n zirve seviyesine ula\u015ft\u0131.<\/p>\n
\u00dclkede \u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanan enflasyon verisinin ard\u0131ndan 30 y\u0131ll\u0131k tahvil faizi, bug\u00fcn y\u00fczde 5,163’e ula\u015farak 1998’in eyl\u00fcl ay\u0131ndan bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc.<\/p>\n
Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Moody’s, \u0130ngiltere’nin kredi notunu “Aa3” olarak teyit ederken not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc “negatif”ten “dura\u011fan”a \u00e7evirdi.<\/p>\n
S\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta Almanya’da DAX endeksi de y\u00fczde 2,56, Fransa’da CAC 40 endeksi y\u00fczde 2,67, \u0130talya’da MIB 30 endeksi y\u00fczde 2,29 ve \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 2,60 azal\u0131\u015f kaydetti.<\/p>\n
Gelecek hafta, pazartesi Avro B\u00f6lgesi’nde t\u00fcketici g\u00fcven endeksi, sal\u0131 Avro B\u00f6lgesi’nde, Almanya’da ve \u0130ngiltere’de imalat sanayi ve hizmet sekt\u00f6r\u00fc PMI, \u00e7ar\u015famba Almanya’da Ifo i\u015f d\u00fcnyas\u0131 g\u00fcven endeksi, per\u015fembe ECB’nin faiz karar\u0131 takip edilecek.<\/p>\n
Asya piyasalar\u0131nda, ge\u00e7en hafta sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
ABD ve Avrupa borsalar\u0131ndaki d\u00fc\u015f\u00fc\u015f Asya piyasalar\u0131na da ta\u015f\u0131n\u0131rken \u00c7in h\u00fck\u00fcmetinin ekonomiye rekor seviyede likidite sa\u011flamas\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131 azaltamad\u0131. Analistler, \u00c7in’de gayrimenkul sekt\u00f6r\u00fcnde devam eden s\u0131k\u0131nt\u0131lar\u0131n risk i\u015ftah\u0131n\u0131 olduk\u00e7a olumsuz etkiledi\u011fini belirterek d\u00fcnya genelinde artan tahvil faizlerinin de pay piyasalar\u0131n\u0131n bask\u0131lanmas\u0131nda \u00f6nemli rol oynad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
\u00c7in’in beklentilerin \u00fczerindeki b\u00fcy\u00fcme verileri de risk i\u015ftah\u0131n\u0131n artmas\u0131na yard\u0131mc\u0131 olmad\u0131. Ekonomi, y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde 2022’nin ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 4,9 b\u00fcy\u00fcyerek y\u00fczde 4,5’lik beklentileri geride b\u0131rak\u0131rken \u00fclkede sanayi \u00fcretimi de eyl\u00fclde y\u0131ll\u0131k bazda y\u00fczde 4,5 ve perakende sat\u0131\u015flar y\u00fczde 5,5 artarak \u00f6ng\u00f6r\u00fcleri a\u015ft\u0131. Analistler, s\u00f6z konusu verilere kar\u015f\u0131n \u00c7in ekonomisine ili\u015fkin endi\u015felerin varl\u0131\u011f\u0131n\u0131 korudu\u011funu, bu durumun piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131 destekledi\u011fini ifade etti.<\/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
\u00c7in Merkez Bankas\u0131 (PBoC) ayr\u0131ca 1 ve 5 y\u0131ll\u0131k bor\u00e7lanma faizini s\u0131ras\u0131yla y\u00fczde 3,45 ve 4,20’de sabit b\u0131rakt\u0131.<\/p>\n
Japonya’da a\u00e7\u0131klanan verilere g\u00f6re T\u00dcFE eyl\u00fclde y\u00fczde 3 art\u0131\u015fla beklentilere paralel ger\u00e7ekle\u015firken \u00e7ekirdek T\u00dcFE y\u00fczde 2,8 y\u00fckseli\u015fle \u00f6ng\u00f6r\u00fcleri geride b\u0131rakt\u0131. \u00dclkede d\u0131\u015f ticaret dengesi beklentilerin aksine 62 milyar yen fazla verdi.<\/p>\n
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
S\u00f6z konusu geli\u015fmelerle haftal\u0131k bazda Hong Kong’da Hang Seng endeksi y\u00fczde 3,60, G\u00fcney Kore’de Kospi endeksi y\u00fczde 3,30, Japonya’da Nikkei 225 endeksi y\u00fczde 3,27, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 3,40 de\u011fer kaybetti.<\/p>\n
Gelecek hafta Japonya’da Tokyo T\u00dcFE takip edilecek.<\/p>\n
Yurt i\u00e7inde ge\u00e7en hafta Borsa \u0130stanbul’da BIST 100 endeksi y\u00fczde 7,43 de\u011fer kaybederek 7.510,68 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL, haftay\u0131 bir \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,68 \u00fczerinde 27,9879’dan tamamlad\u0131.<\/p>\n
Gelecek hafta pazartesi t\u00fcketici g\u00fcven endeksi, \u00e7ar\u015famba reel kesim g\u00fcven endeksi ve kapasite kullan\u0131m oran\u0131, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131nda a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131 takip edilecek.<\/p>\n
TCMB PPK toplant\u0131s\u0131na ili\u015fkin AA Finans’\u0131n beklenti anketine kat\u0131lan ekonomistler, bir hafta vadeli repo ihale faiz oran\u0131n\u0131n (politika faizi) 500 baz puan art\u0131r\u0131larak y\u00fczde 35’e \u00e7ekilece\u011fini tahmin ediyor.<\/p>\n
Ekonomistlerin y\u0131l sonu politika faizi beklentilerinin medyan\u0131 ise y\u00fczde 40 oldu.<\/p>\n