\n<\/p>\n
Bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcredir d\u00fcnya genelinde devam eden \u015fahin politikalar enflasyon endi\u015fesinin g\u00fcnden g\u00fcne azalmas\u0131na yard\u0131mc\u0131 oluyor.<\/p>\n
ABD’de T\u00fcketici Fiyat Endeksi (T\u00dcFE), ekimde ayl\u0131k bazda de\u011fi\u015fim g\u00f6stermezken, y\u0131ll\u0131k bazda y\u00fczde 3,2 art\u0131\u015f kaydetti. Beklenti ise ayl\u0131k y\u00fczde 0,1 ve y\u0131ll\u0131k y\u00fczde 3,3 artmas\u0131 y\u00f6n\u00fcndeydi. \u00dclkede y\u0131ll\u0131k enflasyon ge\u00e7en ay y\u00fczde 3,7 seviyesindeydi.<\/p>\n
De\u011fi\u015fken enerji ve g\u0131da fiyatlar\u0131n\u0131 i\u00e7ermeyen \u00e7ekirdek T\u00dcFE de ekimde ayl\u0131k y\u00fczde 0,2 y\u00fckseldi. Bu d\u00f6nemde y\u0131ll\u0131k y\u00fczde 4 olan \u00e7ekirdek enflasyon, 2 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesini kaydetti.<\/p>\n
S\u00f6z konusu verilerin ard\u0131ndan piyasalarda oynakl\u0131\u011f\u0131n artmas\u0131 dikkati \u00e7ekerken, para piyasalar\u0131ndaki fiyatlamalarda Fed’in aral\u0131k toplant\u0131s\u0131nda faizi sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.<\/p>\n
Bununla birlikte Fed’in gelecek y\u0131l haziran ay\u0131 itibar\u0131yla faiz indirimlerine ba\u015flayaca\u011f\u0131na y\u00f6nelik tahminler g\u00fc\u00e7 kazan\u0131yor. <\/p>\n
Fed yetkililerinin para politikas\u0131na y\u00f6nelik a\u00e7\u0131klamalar\u0131 da takip edilirken, yetkililer T\u00dcFE’nin geriledi\u011fini g\u00f6steren son verileri memnuniyetle kar\u015f\u0131larken, bankan\u0131n y\u00fczde 2 hedefine ula\u015fmadan \u00f6nce hala gidilecek yolu oldu\u011funa da de\u011findi.<\/p>\n
Richmond Fed Ba\u015fkan\u0131 Thomas Barkin, enflasyonun y\u00fczde 2’ye do\u011fru d\u00fczg\u00fcn bir seyir izleyece\u011fine ikna olmad\u0131\u011f\u0131n\u0131, talebi ve enflasyonu frenlemek i\u00e7in daha fazla \u015fey yap\u0131lmas\u0131 gerekmesinden korktu\u011funu s\u00f6yledi.<\/p>\n
Chicago Fed Ba\u015fkan\u0131 Austan Goolsbee de enflasyondaki ilerlemenin devam etti\u011fini, ekonomik b\u00fcy\u00fcmenin g\u00fc\u00e7l\u00fc oldu\u011funu ve i\u015f g\u00fcc\u00fc piyasalar\u0131 canl\u0131 oldu\u011funu, Fed’in y\u00fczde 2’lik enflasyon hedefine ula\u015fmas\u0131 i\u00e7in hala kat etmesi gereken yol oldu\u011funu kaydetti.<\/p>\n
S\u00f6z konusu geli\u015fmelerin ard\u0131ndan ABD 10 y\u0131ll\u0131k tahvil faizi 19 baz puan gerileyerek g\u00fcn\u00fc y\u00fczde 4,44’ten tamamlarken, dolar endeksi de y\u00fczde 1,5 azal\u0131\u015fla 104,05 seviyesine inerek yakla\u015f\u0131k son bir y\u0131l\u0131n en g\u00fc\u00e7l\u00fc d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc g\u00f6sterdi. Dolar endeksi \u015fu s\u0131ralarda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n hemen \u00fczerinde bulunuyor.<\/p>\n
D\u00fcn y\u00fczde 0,9 art\u0131\u015fla g\u00fcn\u00fc 1.964 dolardan tamamlayan alt\u0131n\u0131n ons fiyat\u0131, \u015fu dakikalarda y\u00fczde 0,2 art\u0131\u015fla 1.967 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
\u00d6te yandan, ABD Temsilciler Meclisi, federal h\u00fck\u00fcmetin kapanmas\u0131n\u0131 \u00f6nleyecek ge\u00e7ici b\u00fct\u00e7e tasar\u0131s\u0131n\u0131 onaylad\u0131. Ge\u00e7ici b\u00fct\u00e7e tasar\u0131s\u0131, ABD Senatosunda da onaylanmas\u0131 halinde yasala\u015fmas\u0131 i\u00e7in Ba\u015fkan Joe Biden’\u0131n imzas\u0131na sunulacak.<\/p>\n
Enerji, Tar\u0131m, Ula\u015ft\u0131rma, Konut ve Kentsel Geli\u015fim gibi bakanl\u0131klara 19 Ocak’a, Savunma Bakanl\u0131\u011f\u0131n\u0131n (Pentagon) da aralar\u0131nda bulundu\u011fu h\u00fck\u00fcmetin geri kalan\u0131na ise 2 \u015eubat’a kadar finansman sa\u011flanmas\u0131n\u0131 \u00f6ng\u00f6ren tasar\u0131, 95’e kar\u015f\u0131 336 oyla kabul edildi.<\/p>\n
Bu geli\u015fmelerle New York borsas\u0131nda d\u00fcn Nasdaq endeksi y\u00fczde 2,37, Dow Jones endeksi y\u00fczde 1,43 ve S&P 500 endeksi y\u00fczde 1,91 art\u0131\u015f kaydetti. ABD’de endeks vadeli kontratlar, yeni g\u00fcne de pozitif seyirle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda da d\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir g\u00f6r\u00fcl\u00fcrken, bug\u00fcn g\u00f6zler \u0130ngiltere’de enflasyon verilerine \u00e7evrildi.<\/p>\n
Analistler, ilk faiz art\u0131\u015flar\u0131na ba\u015flayan \u00fclke olan \u0130ngiltere’de T\u00dcFE’nin ekim ay\u0131nda ayl\u0131k y\u00fczde 0,1 ve y\u0131ll\u0131k y\u00fczde 4,8 art\u0131\u015f g\u00f6stermesinin beklendi\u011fini an\u0131msatarak, veri sonras\u0131 piyasalarda oynakl\u0131\u011f\u0131n artabilece\u011fini s\u00f6yledi.<\/p>\n
Enflasyon ve resesyon ikileminin en fazla hissedildi\u011fi Avro B\u00f6lgesi’nde, bu y\u0131l\u0131n 3. \u00e7eyre\u011finde \u00f6nceki \u00e7eyre\u011fe k\u0131yasla b\u00f6lge ekonomisinin y\u00fczde 0,1 k\u00fc\u00e7\u00fcld\u00fc\u011f\u00fcn\u00fc hat\u0131rlatan analistler, bug\u00fcn a\u00e7\u0131klanacak sanayi \u00fcretiminin de y\u0131ll\u0131k bazda y\u00fczde 6,3 d\u00fc\u015f\u00fc\u015f g\u00f6stermesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc dile getirdi.<\/p>\n
\u00d6te yandan, Alman h\u00fck\u00fcmeti, Siemens Energy’nin sipari\u015f defterini korumak i\u00e7in \u015firkete 7,5 milyar avro garanti sa\u011flayaca\u011f\u0131n\u0131 bildirdi.<\/p>\n
Alman h\u00fck\u00fcmetinin garantisinin ard\u0131ndan d\u00fcn Siemens Grubu’nun hisse fiyat\u0131 y\u00fczde 2,7 ve Siemens Energy’nin hisse fiyat\u0131 da y\u00fczde 2,6 de\u011fer kazand\u0131.<\/p>\n
Ayr\u0131ca, d\u00fcn ABD enflasyonunun beklentilerden daha fazla yava\u015flamas\u0131n\u0131n ard\u0131ndan avro\/dolar paritesi g\u00fcn\u00fc y\u00fczde 1,7 art\u0131\u015fla 1,0880 seviyesinden tamamlayarak yakla\u015f\u0131k son bir y\u0131l\u0131n en g\u00fc\u00e7l\u00fc performans\u0131n\u0131 g\u00f6sterdi.<\/p>\n
D\u00fcn, Almanya’da DAX 40 endeksi y\u00fczde 1,76, Fransa’da CAC 40 endeksi y\u00fczde 1,39, \u0130ngiltere’de FTSE 100 endeksi ise y\u00fczde 0,20 ve \u0130talya’da MIB 30 endeksi 1,45 art\u0131\u015f kaydetti. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne de pozitif seyirle ba\u015flad\u0131.<\/p>\n
ABD piyasalar\u0131ndaki y\u00fckseli\u015f Asya piyasalar\u0131na da ta\u015f\u0131n\u0131rken, ABD Ba\u015fkan\u0131 Joe Biden ile \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping’in g\u00f6r\u00fc\u015fmesi yak\u0131ndan takip edilecek.<\/p>\n
B\u00f6lgede bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, \u00c7in sanayi \u00fcretimi ekimde y\u0131ll\u0131k y\u00fczde 4,6 ve perakende sat\u0131\u015flar y\u0131ll\u0131k y\u00fczde 7,6 art\u0131\u015fla \u00f6ng\u00f6r\u00fcleri a\u015ft\u0131.<\/p>\n
Japonya ekonomisi ayl\u0131k y\u00fczde 0,5 ve y\u0131ll\u0131k y\u00fczde 2,1 k\u00fc\u00e7\u00fcl\u00fcrken, \u00fclkede sanayi \u00fcretimi ayl\u0131k bazda y\u00fczde 0,5 art\u0131\u015fla tahminleri geride b\u0131rakt\u0131.<\/p>\n
\u00d6te yandan, \u00c7in Merkez Bankas\u0131 (PBoC), bir y\u0131ll\u0131k bor\u00e7 verme faizini y\u00fczde 2,50’de sabit b\u0131raksa da, bankac\u0131l\u0131k sistemine yakla\u015f\u0131k 200 milyar dolar daha likidite sa\u011flayarak, sistemdeki net arz\u0131 Aral\u0131k 2016’dan bu yana en y\u00fcksek seviyeye \u00e7\u0131kard\u0131.<\/p>\n
Ayr\u0131ca, ABD’de T\u00dcFE’nin beklenenden daha az artmas\u0131n\u0131n ard\u0131ndan dolar\/yen paritesi y\u00fczde 0,9 de\u011fer kaybederek 150,2 seviyesine gerilerken, parite \u015fu s\u0131ralarda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,3 \u00fczerinde 150,6 seviyesinde bulunuyor.<\/p>\n
Kapan\u0131\u015fa yak\u0131n, Japonya’da Nikkei 225 endeksi y\u00fczde 2,3, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,4, G\u00fcney Kore’de Kospi endeksi y\u00fczde 2,1 ve Hong Kong’da Hang Seng endeks y\u00fczde 2,8 de\u011fer kazand\u0131.<\/p>\n
Yurt i\u00e7inde, d\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, y\u00fczde 1,36 de\u011fer kazanc\u0131yla g\u00fcn\u00fc 7.671,05 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 0,1 art\u0131\u015fla g\u00fcn\u00fc 28,6307’den kapatmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 28,6620 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n
T\u00fcrkiye’nin 5 y\u0131ll\u0131k kredi risk primi (CDS) d\u00fcn 364,45 baz puana inerek Mart 2021’den bu yana en d\u00fc\u015f\u00fck seviyesine geriledi.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde b\u00fct\u00e7e dengesi, yurt d\u0131\u015f\u0131nda ise \u0130ngiltere’de T\u00dcFE ve \u00dcretici Fiyat Endeksi (\u00dcFE), Avro B\u00f6lgesi’nde sanayi \u00fcretimi ve ABD’de \u00dcFE, perakende sat\u0131\u015flar ve New York Fed imalat sanayi endeksi verilerinin yan\u0131 s\u0131ra \u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131na ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n da yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunmaya devam etti\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 7.780 ve 7.850 seviyelerinin diren\u00e7, 7.520 ve 7.420 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 \u0130ngiltere, ekim ay\u0131 T\u00dcFE ve \u00dcFE<\/p>\n
11.00 T\u00fcrkiye, ekim ay\u0131 b\u00fct\u00e7e dengesi<\/p>\n
13.00 Avro B\u00f6lgesi, eyl\u00fcl ay\u0131 sanayi \u00fcretimi<\/p>\n
16.30 ABD, ekim ay\u0131 \u00dcFE ve perakende sat\u0131\u015flar<\/p>\n
16.30 ABD, kas\u0131m ay\u0131 New York Fed imalat sanayi endeksi<\/p>\n