\n<\/p>\n
K\u00fcresel pay piyasalar\u0131, d\u00fcnya genelinde merkez bankalar\u0131n\u0131n faiz art\u0131r\u0131mlar\u0131n\u0131 yak\u0131n zamanda sona erdirece\u011fine y\u00f6nelik beklentilerin g\u00fc\u00e7lenmesiyle haftay\u0131 pozitif kapat\u0131rken, gelecek hafta i\u00e7in Avrupa’da enflasyon ve ABD Merkez Bankas\u0131’n\u0131n (Fed) “Bej Kitap” raporu ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndemi yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
Hafta boyunca Fed’in para politikas\u0131na ili\u015fkin belirsizlikler varl\u0131k fiyatlar\u0131 \u00fczerinde etkili olurken, \u00fclkede a\u00e7\u0131klanan enflasyon verileri yat\u0131r\u0131mc\u0131lar\u0131 nispeten rahatlatsa da haftan\u0131n son i\u015flem g\u00fcn\u00fcnde Fed \u00fcyelerinin yapt\u0131\u011f\u0131 a\u00e7\u0131klamalar piyasalarda oynakl\u0131\u011f\u0131 art\u0131rd\u0131.<\/p>\n
\u00dclkede T\u00fcketici Fiyat Endeksi’ndeki (T\u00dcFE) art\u0131\u015f y\u0131ll\u0131k bazda y\u00fczde 6’dan y\u00fczde 5’e gerileyerek beklentileri geride b\u0131raksa da \u00e7ekirdek T\u00dcFE’deki art\u0131\u015f\u0131n y\u00fczde 5,5’ten 5,6’ya \u00e7\u0131kmas\u0131 soru i\u015faretleri olu\u015fturdu. \u00dcretici Fiyat Endeksi’nin (\u00dcFE) y\u0131ll\u0131k bazdaki y\u00fckseli\u015f h\u0131z\u0131n\u0131n y\u00fczde 2,7’ye inerek beklentilerin olduk\u00e7a alt\u0131nda kalmas\u0131 risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131.<\/p>\n
D\u00fcn Fed \u00fcyelerinin, a\u00e7\u0131klamalar\u0131nda, Banka’n\u0131n faiz art\u0131r\u0131mlar\u0131n\u0131 yak\u0131n zamanda sonland\u0131r\u0131p sonland\u0131rmayaca\u011f\u0131na dair belirsizliklerin devam etti\u011fini vurgulamalar\u0131 varl\u0131k fiyatlar\u0131 \u00fczerinde dalgalanmaya sebep olurken, para piyasalar\u0131nda Banka’n\u0131n \u00f6n\u00fcm\u00fczdeki toplant\u0131da y\u00fczde 78 ihtimalle 25 baz puan faiz art\u0131raca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u00d6te yandan, ge\u00e7en hafta a\u00e7\u0131klanan Fed tutanaklar\u0131, mart ay\u0131 toplant\u0131s\u0131nda faizin sabit tutulmas\u0131n\u0131n de\u011ferlendirildi\u011fi ancak son karar\u0131n 25 baz puanl\u0131k art\u0131\u015f y\u00f6n\u00fcnde oldu\u011funu ortaya koydu. Tutanaklarda, bankac\u0131l\u0131k sekt\u00f6r\u00fcndeki son geli\u015fmelerin potansiyel etkileri g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda Fed yetkililerinin y\u0131l sonunda hafif resesyon tahmin etti\u011fi aktar\u0131ld\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi, ge\u00e7en haftay\u0131 yakla\u015f\u0131k 11,5 baz puan y\u00fckseli\u015fle y\u00fczde 3,52’den tamamlad\u0131.<\/p>\n
D\u00fc\u015f\u00fc\u015f e\u011filimini \u00fcst \u00fcste be\u015finci haftaya ta\u015f\u0131yan dolar endeksi, d\u00fcn 100,8 ile yakla\u015f\u0131k son bir y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesini test etmesinin ard\u0131ndan haftay\u0131 \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,5 alt\u0131nda 101,6’dan kapatt\u0131.<\/p>\n
Hafta i\u00e7inde 2.048,7 dolarla 9 Mart 2022’den bu yana en y\u00fcksek seviyeye \u00e7\u0131kan alt\u0131n\u0131n ons fiyat\u0131, d\u00fcn gelen sert sat\u0131\u015flar\u0131n etkisiyle haftay\u0131 \u00f6nceki kapan\u0131\u015fa g\u00f6re y\u00fczde 0,2 azal\u0131\u015fla 2.004,2 dolardan tamamlad\u0131. En b\u00fcy\u00fck kripto para birimi olan Bitcoin’in fiyat\u0131 ise 10 ay sonra yeniden 30 bin dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131, ge\u00e7en hafta y\u00fczde 1,7 art\u0131\u015fla haftay\u0131 86,1 dolardan tamamlayarak y\u00fckseli\u015f e\u011filimini \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc haftaya ta\u015f\u0131d\u0131.<\/p>\n
ABD’de pay piyasalar\u0131 ge\u00e7en hafta pozitif bir seyir izlerken, gelecek hafta pazartesi g\u00fcn\u00fc Fed’in “Bej Kitap” raporunun yan\u0131 s\u0131ra cuma g\u00fcn\u00fc a\u00e7\u0131klanacak \u00f6nc\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) verilerinden al\u0131nacak sinyaller yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olacak.<\/p>\n
Analistler, Fed’in yak\u0131n zamanda faiz art\u0131r\u0131mlar\u0131n\u0131 sonland\u0131r\u0131p sonland\u0131rmayaca\u011f\u0131na dair belirsizliklerin devam etti\u011fini ifade ederek, piyasalar\u0131n tekrar y\u00f6n aray\u0131\u015f\u0131na girebilece\u011fini s\u00f6yledi.<\/p>\n
ABD’de JPMorgan Chase, Citigroup ve Wells Fargo’nun net kar\u0131n\u0131n bankac\u0131l\u0131k sekt\u00f6r\u00fcndeki s\u0131k\u0131nt\u0131lara ra\u011fmen bu y\u0131l\u0131n ilk \u00e7eyre\u011finde artt\u0131\u011f\u0131n\u0131 belirten analistler, ge\u00e7en ay ABD’de iki orta \u00f6l\u00e7ekli bankan\u0131n iflas\u0131n\u0131n potansiyel resesyon endi\u015felerine yol a\u00e7mas\u0131na kar\u015f\u0131n \u00fclkedeki b\u00fcy\u00fck bankalar\u0131n diren\u00e7li kazan\u00e7lar\u0131n\u0131n sekt\u00f6rde daha fazla stres olaca\u011f\u0131 endi\u015felerini hafifletti\u011fini bildirdi.<\/p>\n
\u00d6te yandan, D\u00fcnya Bankas\u0131 Grubu Ba\u015fkan\u0131 David Malpass, k\u00fcresel ekonomik b\u00fcy\u00fcme tahmininin bu y\u0131l i\u00e7in y\u00fczde 1,7’den y\u00fczde 2’ye revize edildi\u011fini duyurdu.<\/p>\n
Bu hafta a\u00e7\u0131klanan verilere g\u00f6re, ABD’de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131, 8 Nisan ile biten haftada 239 bine \u00e7\u0131karak beklentilerin \u00fczerinde ger\u00e7ekle\u015fti. <\/p>\n
ABD’de a\u00e7\u0131klanan veriler kar\u0131\u015f\u0131k sinyaller vermeye devam ediyor. Perakende sat\u0131\u015flar martta y\u0131ll\u0131k bazda y\u00fczde 2,94 art\u0131\u015fla tahminlerin alt\u0131nda kal\u0131rken, ayn\u0131 d\u00f6nemde sanayi \u00fcretimi y\u0131ll\u0131k y\u00fczde 0,53 y\u00fckseli\u015fle beklentileri a\u015ft\u0131.<\/p>\n
Martta kapasite kullan\u0131m oran\u0131 y\u00fczde 79,8 oldu. Michigan \u00dcniversitesi g\u00fcven endeksi de nisanda 63,5 ile \u00f6ng\u00f6r\u00fclerin \u00fczerinde a\u00e7\u0131kland\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta New York borsas\u0131nda S&P 500 y\u00fczde 0,8, Nasdaq endeksi y\u00fczde 0,3 ve Dow Jones endeksi y\u00fczde 1,2 y\u00fckseldi.<\/p>\n
17 Nisan ile ba\u015flayan haftan\u0131n veri takviminde, pazartesi g\u00fcn\u00fc New York Fed imalat endeksi, sal\u0131 g\u00fcn\u00fc in\u015faat izinleri ve konut ba\u015flang\u0131\u00e7lar\u0131, \u00e7ar\u015famba g\u00fcn\u00fc Fed’in “Bej Kitap” raporu, per\u015fembe g\u00fcn\u00fc Philadelphia Fed \u0130malat Endeksi, mevcut ev sat\u0131\u015flar\u0131 ve haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131, cuma g\u00fcn\u00fc de \u00f6nc\u00fc PMI verileri takip edilecek.<\/p>\n
Avrupa \u00fclkelerinde enflasyonun farkl\u0131 h\u0131zlarda da olsa gerilemesi ile Avrupa Merkez Bankas\u0131’n\u0131n (ECB) “ultra \u015fahin” ad\u0131mlar\u0131na devam edece\u011fine y\u00f6nelik beklentilerin g\u00fc\u00e7 kaybetmesi risk i\u015ftah\u0131n\u0131 desteklerken, gelecek hafta \u00e7ar\u015famba g\u00fcn\u00fc Avro B\u00f6lgesi’nde a\u00e7\u0131klanacak enflasyon verileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
ECB’nin eyl\u00fcle kadar toplamda 75 baz puan daha faiz art\u0131rmas\u0131 ve faiz art\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fc sonland\u0131rmas\u0131 y\u00f6n\u00fcndeki \u00f6ng\u00f6r\u00fcler g\u00fc\u00e7lenirken, ad\u0131mlar\u0131n hangi b\u00fcy\u00fckl\u00fckte at\u0131laca\u011f\u0131na y\u00f6nelik belirsizliklerin bir s\u00fcre devam edebilece\u011fi tahmin ediliyor.<\/p>\n
Hafta i\u00e7inde a\u00e7\u0131klanan verilere g\u00f6re, Avro B\u00f6lgesi’nde perakende sat\u0131\u015flar y\u0131ll\u0131k y\u00fczde 3 azal\u0131\u015fla \u00f6ng\u00f6r\u00fclerden daha az gerilerken, sanayi \u00fcretiminin y\u0131ll\u0131k y\u00fczde 2 art\u0131\u015fla beklentileri a\u015fmas\u0131 ekonomik aktivenin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
\u0130ngiliz ekonomisi, \u015fubatta grevlerin ekonomik faaliyetlere etkisiyle b\u00fcy\u00fcme g\u00f6stermezken, \u00fclkede sanayi \u00fcretimi \u015fubatta ayl\u0131k y\u00fczde 0,2 azal\u0131\u015fla tahminlerin alt\u0131nda kald\u0131. Almanya’da ise T\u00dcFE’deki art\u0131\u015f martta y\u0131ll\u0131k y\u00fczde 7,4 ve ayl\u0131k y\u00fczde 0,8 ile beklentilerle paralel ger\u00e7ekle\u015fti.<\/p>\n
\u00d6te yandan, avro\/dolar paritesi d\u00fcn 1,1077 seviyesine \u00e7\u0131karak son bir y\u0131l\u0131n zirvesini test etti. Parite, haftay\u0131 y\u00fczde 0,8 art\u0131\u015fla 1,0990’dan tamamlarken, y\u00fckseli\u015f e\u011filimini de \u00fcst \u00fcste yedinci haftaya ta\u015f\u0131d\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta Fransa’da CAC 40 endeksi y\u00fczde 2,7 art\u0131\u015fla t\u00fcm zamanlar\u0131n en y\u00fcksek kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi, Almanya’da DAX endeksi de y\u00fczde 1,3 artarak Ocak 2022’den bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131. \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 1,7 ve \u0130talya’da MIB 30 endeksi y\u00fczde 2,4 de\u011fer kazand\u0131.<\/p>\n
Gelecek hafta sal\u0131 g\u00fcn\u00fc \u0130ngiltere’de i\u015fsizlik, Avro B\u00f6lgesi ve Almanya’da ZEW endeksleri, \u00e7ar\u015famba g\u00fcn\u00fc \u0130ngiltere ve Avro B\u00f6lgesi’nde T\u00dcFE ve \u00dcFE, per\u015fembe g\u00fcn\u00fc Almanya’da \u00dcFE, Avro B\u00f6lgesi’nde d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 ve ekonomik g\u00fcven endeksi, cuma g\u00fcn\u00fc \u0130ngiltere’de perakende sat\u0131\u015flar ve Avrupa genelinde \u00f6nc\u00fc PMI verileri takip edilecek.<\/p>\n
Asya borsalar\u0131nda ge\u00e7en hafta pozitif bir seyir \u00f6ne \u00e7\u0131karken, faiz kararlar\u0131n\u0131 a\u00e7\u0131klayan b\u00f6lge \u00fclkelerinin merkez bankalar\u0131 faizi sabit tutu.<\/p>\n
Hafta i\u00e7inde Singapur Merkez Bankas\u0131 politika faizini de\u011fi\u015ftirmezken, bankadan yap\u0131lan a\u00e7\u0131klamada daha fazla s\u0131k\u0131la\u015ft\u0131rman\u0131n ekonomik aktiviteye zarar verebilece\u011fi belirtildi. G\u00fcney Kore Merkez Bankas\u0131 da politika faizini beklentilere paralel olarak y\u00fczde 3,50’de sabit b\u0131rakt\u0131.<\/p>\n
\u00d6te yandan, \u00c7in Merkez Bankas\u0131’ndan (PBoC) yap\u0131lan a\u00e7\u0131klamada, Ba\u015fkan Yi Gang ile Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n 2022’den bu yana ilk kez y\u00fcz y\u00fcze g\u00f6r\u00fc\u015ft\u00fckleri duyurulurken, \u00fclkede a\u00e7\u0131klanan verilere g\u00f6re, ihracat martta y\u0131ll\u0131k y\u00fczde 14,8 art\u0131\u015f, ithalat ise y\u00fczde 1,4 azal\u0131\u015f kaydetti. B\u00f6ylece martta d\u0131\u015f ticaret fazlas\u0131 88,2 milyar dolar oldu.<\/p>\n
\u00c7in’de T\u00dcFE martta y\u0131ll\u0131k y\u00fczde 0,7 artarken, \u00dcFE y\u00fczde 2,5 geriledi. Analistler, \u00f6zellikle \u00dcFE’deki gerilemenin k\u00fcresel talepte azalmaya i\u015faret etti\u011fini ve \u00c7in ekonomisine ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Ge\u00e7en hafta Japonya Merkez Bankas\u0131 (BoJ) Ba\u015fkanl\u0131\u011f\u0131 g\u00f6revine atanan Kazuo Ueda, ilk uluslararas\u0131 toplant\u0131s\u0131nda, k\u00fcresel durgunluk ya\u015fanaca\u011f\u0131n\u0131 \u00f6ng\u00f6rmediklerini ifade ederek, Japonya’da \u00fccret art\u0131\u015flar\u0131n\u0131n devam edebilece\u011fini bildirdi.<\/p>\n
Japonya’da \u00dcFE’deki art\u0131\u015f martta y\u00fczde 7,2’ye gerilese de beklentilerin \u00fczerinde kald\u0131, \u00e7ekirdek makine sipari\u015fleri ise y\u0131ll\u0131k y\u00fczde 9,8 art\u0131\u015fla \u00f6ng\u00f6r\u00fcleri geride b\u0131rakt\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmeler ve \u00fcnl\u00fc yat\u0131r\u0131mc\u0131 Warren Buffet’\u0131n Japon \u015firketlerine yat\u0131r\u0131m yapt\u0131\u011f\u0131 ve bu yat\u0131r\u0131mlar\u0131 art\u0131raca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n da etkisiyle Japonya’da Nikkei 225 endeksi, haftal\u0131k bazda y\u00fczde 3,54 de\u011fer kazand\u0131.<\/p>\n
\u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,32 art\u0131\u015fla temmuzdan, G\u00fcney Kore’de Kospi endeksi de y\u00fczde 3,26 y\u00fckseli\u015fle hazirandan bu yana en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi. Hong Kong’da Hang Seng endeksi de y\u00fczde 0,53 primle haftay\u0131 tamamlad\u0131.<\/p>\n
17 Nisan ile ba\u015flayan haftan\u0131n veri takviminde, sal\u0131 g\u00fcn\u00fc \u00c7in ekonomisinde b\u00fcy\u00fcme, sanayi \u00fcretimi ve perakende sat\u0131\u015flar, \u00e7ar\u015famba g\u00fcn\u00fc Japonya’da kapasite kullan\u0131m oran\u0131 ve sanayi \u00fcretimi, per\u015fembe g\u00fcn\u00fc Japonya’da d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 verileri takip edilecek.<\/p>\n
Yurt i\u00e7inde ise ge\u00e7en hafta BIST 100 endeksi y\u00fczde 3,42 y\u00fckseli\u015fle 5.092,88 puandan kapan\u0131rken, gelecek hafta g\u00f6zler T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi ve t\u00fcketici g\u00fcven endeksi ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndemine \u00e7evrildi.<\/p>\n
Hafta i\u00e7inde, TCMB, T\u00fcrk liras\u0131 uzla\u015fmal\u0131 vadeli d\u00f6viz sat\u0131m ihalelerinin i\u015flem yapmak isteyen bankalarla do\u011frudan ger\u00e7ekle\u015ftirilebilmesine karar verdi.<\/p>\n
Sermaye Piyasas\u0131 Kurulu (SPK), bu hafta, CW Enerji M\u00fchendislik Ticaret ve Sanayi A\u015e’nin 108,60 liradan, Gra\u0131nturk Tar\u0131m A\u015e’nin 17,60 liradan halka arz ba\u015fvurusunu onaylad\u0131.<\/p>\n
Ge\u00e7en hafta yurt i\u00e7inde a\u00e7\u0131klanan verilere g\u00f6re, T\u00fcrkiye’nin cari i\u015flemler hesab\u0131, \u015fubatta 8 milyar 783 milyon dolar a\u00e7\u0131k verirken, alt\u0131n ve enerji hari\u00e7 cari i\u015flemler hesab\u0131nda 834 milyon dolar fazla olu\u015ftu. Sanayi \u00fcretimi ise deprem felaketinin ya\u015fand\u0131\u011f\u0131 \u015fubatta ayl\u0131k y\u00fczde 6 ve y\u0131ll\u0131k y\u00fczde 8,2 azald\u0131.<\/p>\n
\u00d6te yandan, k\u0131sa vadeli d\u0131\u015f bor\u00e7 stoku ise \u015fubatta 2022 sonuna g\u00f6re y\u00fczde 3,1 artarak 153,1 milyar dolara \u00e7\u0131kt\u0131.<\/p>\n
Dolar\/TL, haftay\u0131 bir \u00f6nceki haftal\u0131k kapan\u0131\u015f\u0131n y\u00fczde 0,6 \u00fczerinde 19,3626’dan tamamlad\u0131.<\/p>\n
Analistler, BIST 100 endeksinde teknik a\u00e7\u0131dan 5.000 ve 4.900 seviyelerinin destek, 5.150 ve 5.200 puan\u0131n ise diren\u00e7 olarak \u00f6ne \u00e7\u0131kabilece\u011fini s\u00f6yledi.<\/p>\n
Gelecek hafta yurt i\u00e7inde pazartesi g\u00fcn\u00fc uluslararas\u0131 yat\u0131r\u0131m pozisyonu ve merkezi y\u00f6netim b\u00fct\u00e7e dengesi, sal\u0131 g\u00fcn\u00fc konut fiyat endeksi, \u00e7ar\u015famba g\u00fcn\u00fc uluslararas\u0131 rezervler ve d\u00f6viz likiditesi, TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi ve t\u00fcketici g\u00fcven endeksi, per\u015fembe g\u00fcn\u00fc haftal\u0131k para ve banka istatistiklerinin yan\u0131 s\u0131ra yurt d\u0131\u015f\u0131 \u00dcFE verileri takip edilecek.<\/p>\n
Yurt i\u00e7inde piyasalar, Ramazan Bayram\u0131 tatili dolay\u0131s\u0131yla per\u015fembe g\u00fcn\u00fc \u00f6\u011fleden sonra ve cuma tam g\u00fcn kapal\u0131 olacak.<\/p>\n