\n<\/p>\n
D\u00fcnya genelinde enflasyonla m\u00fccadele konusunda at\u0131lan ad\u0131mlar\u0131n yeterli olup olmad\u0131\u011f\u0131 sorgulanmaya devam edilirken, varl\u0131k fiyatlar\u0131nda oynakl\u0131k g\u00fc\u00e7l\u00fc kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Analistler, ABD’de sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klanacak olan T\u00fcketici Fiyat Endeksi (T\u00dcFE) verilerinin ABD Merkez Bankas\u0131’n\u0131n (Fed) gelecek d\u00f6neme ili\u015fkin politikalar\u0131 \u00fczerinde etkili olabilece\u011fini belirterek, Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n ge\u00e7en hafta yapt\u0131\u011f\u0131 a\u00e7\u0131klamalarda “Gerekmesi halinde para politikas\u0131n\u0131 daha da s\u0131k\u0131la\u015ft\u0131rmakta teredd\u00fct etmeyece\u011fiz.” dedi\u011fini an\u0131msatt\u0131.<\/p>\n
ABD’de T\u00dcFE’nin ekimde ayl\u0131k y\u00fczde 0,1 ve y\u0131ll\u0131k y\u00fczde 3,3 artmas\u0131n\u0131n beklendi\u011fini aktaran analistler, s\u00f6z konusu verinin \u00f6ng\u00f6r\u00fclerin d\u0131\u015f\u0131nda kalmas\u0131 durumunda piyasalarda oynakl\u0131\u011f\u0131n artabilece\u011fini ifade etti.<\/p>\n
Cuma g\u00fcn\u00fc a\u00e7\u0131klanan verilere g\u00f6re, Michigan \u00dcniversitesince \u00f6l\u00e7\u00fclen t\u00fcketici g\u00fcven endeksi, kas\u0131mda ayl\u0131k bazda 3,4 puan azal\u0131\u015fla 60,4’e d\u00fc\u015ferek piyasa beklentilerinin alt\u0131nda ger\u00e7ekle\u015fti ve 6 ay\u0131n en d\u00fc\u015f\u00fck seviyesine indi.<\/p>\n
T\u00fcketicilerin k\u0131sa vadeli enflasyon beklentisi ayn\u0131 d\u00f6nemde y\u00fczde 4,4 ile Kas\u0131m 2022’den, uzun vadeli enflasyon beklentisi de y\u00fczde 3,2 ile 2011’den bu yana en y\u00fcksek de\u011ferini kaydetti.<\/p>\n
\u00dclkede tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n devam etti\u011fi g\u00f6r\u00fcl\u00fcrken, haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,66 seviyesinde dengelendi.<\/p>\n
\u00d6te yandan, dolar endeksi \u00fcst \u00fcste d\u00f6rt i\u015flem g\u00fcnl\u00fck y\u00fckseli\u015f serisini cuma g\u00fcn\u00fc sonland\u0131r\u0131rken, 105,8’le haftaya yatay ba\u015flad\u0131.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131 haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde yakla\u015f\u0131k son bir ay\u0131n en d\u00fc\u015f\u00fck seviyesi olan 1.929,6 dolar\u0131 test ederken, Brent petrol\u00fcn varil fiyat\u0131 \u00fcst \u00fcste \u00fc\u00e7 haftal\u0131k d\u00fc\u015f\u00fc\u015f e\u011filimini yeni haftaya da ta\u015f\u0131d\u0131. Alt\u0131n\u0131n ons fiyat\u0131 \u015fu s\u0131ralarda yatay seyirle 1.938 dolardan, Brent petrol\u00fcn varili ise \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 1,2 alt\u0131nda 80,5 dolardan al\u0131c\u0131 buluyor.<\/p>\n
Analistler, ABD Ba\u015fkan\u0131 Joe Biden ile \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping’in yakla\u015f\u0131k bir y\u0131l aradan sonra tekrar y\u00fcz y\u00fczde g\u00f6r\u00fc\u015fece\u011fini hat\u0131rlatarak, g\u00f6r\u00fc\u015fmeden al\u0131nacak sinyallerin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olabilece\u011fini vurgulad\u0131.<\/p>\n
Hafta sonu, ABD Hazine Bakan\u0131 Janet Yellen, \u00c7in’in ekonomik ili\u015fkilerden sorumlu Ba\u015fbakan Yard\u0131mc\u0131s\u0131 H\u0131 Lif\u0131ng ile “ileti\u015fimi yo\u011funla\u015ft\u0131rma” konusunda anla\u015ft\u0131klar\u0131n\u0131 belirterek, bor\u00e7 sorunlar\u0131ndan iklim de\u011fi\u015fikli\u011fiyle ilgili ekonomik konulara kadar k\u00fcresel zorluklar \u00fczerinde birlikte \u00e7al\u0131\u015fmaya kararl\u0131 olduklar\u0131n\u0131 bildirmi\u015fti.<\/p>\n
\u00d6te yandan, \u00fclkede bu hafta a\u00e7\u0131klanacak bilan\u00e7olar\u0131n piyasalarda hisse ve sekt\u00f6r bazl\u0131 oynakl\u0131\u011f\u0131 art\u0131rmas\u0131 beklenirken, Wallmart, Target ve Cisco’nun bilan\u00e7olar\u0131 yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131nda takip ediliyor. <\/p>\n
New York borsas\u0131nda cuma g\u00fcn\u00fc Nasdaq endeksi y\u00fczde 2,05, Dow Jones endeksi y\u00fczde 1,15 ve S&P 500 endeksi y\u00fczde 1,56 de\u011fer kazand\u0131. ABD’de endeks vadeli kontratlar, yeni haftaya ise negatif seyirle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda, cuma g\u00fcn\u00fc sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir g\u00f6r\u00fcl\u00fcrken, bu hafta g\u00f6zler b\u00f6lge genelinde a\u00e7\u0131klanacak enflasyon verilerine \u00e7evrildi.<\/p>\n
Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 (ECB) Christine Lagarde cuma g\u00fcn\u00fc Financial Times taraf\u0131ndan d\u00fczenlenen bir etkinlikte, mevduat faizini y\u00fczde 4’te tutman\u0131n enflasyonu dizginlemek i\u00e7in yeterli olaca\u011f\u0131n\u0131, ancak yetkililerin ihtiya\u00e7 duymalar\u0131 halinde bor\u00e7lanma maliyetlerini yeniden y\u00fckseltmeyi d\u00fc\u015f\u00fcneceklerini s\u00f6yledi.<\/p>\n
B\u00f6lgede a\u00e7\u0131klanan makroekonomik veriler kar\u0131\u015f\u0131k sinyaller vermeye devam ederken, b\u00f6lgede enflasyon beklentileri y\u00fcksek kalmaya devam ediyor.<\/p>\n
Analistler, bu hafta a\u00e7\u0131klanacak verilerin piyasalarda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini kaydederek, \u015fimdilik para piyasalar\u0131ndaki fiyatlamalarda ECB’nin gelecek toplant\u0131larda politika faizini sabit tutaca\u011f\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc aktard\u0131. <\/p>\n
Ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcnde, Almanya’da DAX 40 endeksi y\u00fczde 0,77, Fransa’da CAC 40 endeksi y\u00fczde 0,96, \u0130ngiltere’de FTSE 100 endeksi ise y\u00fczde 1,28 ve \u0130talya’da MIB 30 endeksi 0,49 azal\u0131\u015f kaydetti. Avrupa’da endeks vadeli kontratlar, yeni haftaya da negatif bir seyirle ba\u015flad\u0131.<\/p>\n
Asya pay piyasalar\u0131nda da ABD Ba\u015fkan\u0131 Joe Biden ile \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping’in g\u00f6r\u00fc\u015fmesi \u00f6ncesinde temkinli bir seyir \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Analistler, b\u00f6lgede \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7o d\u00f6neminin devam etti\u011fini belirterek, hisse ve sekt\u00f6r bazl\u0131 oynakl\u0131\u011f\u0131n artabilece\u011fini dile getirdi.<\/p>\n
Ge\u00e7en hafta, Nissan Motor \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek d\u00f6nemi net kar\u0131n\u0131n, \u00f6nceki y\u0131la k\u0131yasla 4 kat artarak 296,2 milyar yene (1,95 milyar dolar) y\u00fckseldi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n
\u00d6te yandan, \u00c7in’de \u00fclkenin \u00f6nde gelen e-ticaret \u015firketleri, \u00e7evrim i\u00e7i al\u0131\u015fveri\u015f festivali “11 Kas\u0131m Bekarlar G\u00fcn\u00fc”ndeki toplam sat\u0131\u015f rakamlar\u0131n\u0131 bu y\u0131l da kamuya a\u00e7\u0131klamamay\u0131 tercih etti.<\/p>\n
Analistler, her y\u0131l d\u00fczenlenen festivalde, 14 Ekim-11 Kas\u0131m’da devam eden \u00e7evrim i\u00e7i indirimli sat\u0131\u015flar nedeniyle festivale \u00f6nc\u00fcl\u00fck eden e-ticaret devi Alibaba ve rakibi Jing Dong’un (JD.com), gelirlerinde art\u0131\u015f olmas\u0131n\u0131n beklendi\u011fini aktard\u0131.<\/p>\n
Kapan\u0131\u015fa yak\u0131n, Japonya’da Nikkei 225 endeksi y\u00fczde 0,1, Hong Kong’da Hang Seng endeks y\u00fczde 0,1, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2 de\u011fer kaybederken, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,1 art\u0131\u015f kaydetti.<\/p>\n
Yurt i\u00e7inde, cuma g\u00fcn\u00fc sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, y\u00fczde 0,89 de\u011fer kayb\u0131yla g\u00fcn\u00fc 7.771,34 puandan tamamlarken, bug\u00fcn \u00f6demeler dengesi yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
AA Finans’\u0131n beklenti anketine kat\u0131lan ekonomistler, cari i\u015flemler hesab\u0131n\u0131n eyl\u00fcl ay\u0131nda 1 milyar 529 milyon dolar fazla vermesini bekliyor.<\/p>\n
Dolar\/TL, ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 0,3 art\u0131\u015fla 28,5598’te kapatmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 28,5570 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n
\u00d6te yandan, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) bug\u00fcn yapt\u0131\u011f\u0131 duyuruda, yat\u0131r\u0131mc\u0131 g\u00fcnleri d\u00fczenleyece\u011fini bildirerek, bunlar\u0131n ilkinin, 11 Ocak 2024 tarihinde New York\u2019ta ger\u00e7ekle\u015ftirilece\u011fini kaydetti.<\/p>\n
Duyuruda, “Bu kapsamda, enflasyon, para politikas\u0131, finansal piyasalar ve bankac\u0131l\u0131k gibi konularda sunumlar yap\u0131larak, teknik sorular yan\u0131tlanacakt\u0131r.” ifadelerine yer verildi.<\/p>\n
Analistler, bug\u00fcn yurt d\u0131\u015f\u0131nda veri g\u00fcndeminin sakin oldu\u011funu, yurt i\u00e7inde ise \u00f6demeler dengesi verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 7.850 ve 7.950 seviyelerinin diren\u00e7, 7.750 ve 7.650 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
\u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131na ili\u015fkin haber ak\u0131\u015f\u0131 da yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunmaya devam ediyor.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, eyl\u00fcl ay\u0131 \u00f6demeler dengesi<\/p>\n