\n<\/p>\n
ABD ekonomisine ili\u015fkin belirsizlikler piyasalarda fiyatlamalar\u0131 zorla\u015ft\u0131rmaya devam ediyor.<\/p>\n
Fed’in d\u00fcn yay\u0131nlanan “Bej Kitap” raporunda, son haftalarda genel ekonomik faaliyetin “\u00e7ok az” de\u011fi\u015fti\u011fi belirtilerek, b\u00fcy\u00fcme beklentilerinin de b\u00fcy\u00fck oranda de\u011fi\u015fmedi\u011fi kaydedildi.<\/p>\n
T\u00fcketici fiyatlar\u0131n\u0131n genel olarak, hala y\u00fcksek olan talebin yan\u0131 s\u0131ra daha y\u00fcksek envanter ve i\u015f\u00e7ilik maliyetleri nedeniyle artt\u0131\u011f\u0131 kaydedilen raporda, ev ve kira fiyatlar\u0131n\u0131n \u00e7o\u011fu yerde dengelendi\u011fi ancak rekor seviyelere yak\u0131n kald\u0131\u011f\u0131 bildirildi.<\/p>\n
\u00d6te yandan, ABD’de 30 y\u0131l vadeli mortgage (konut kredisi) i\u00e7in ortalama faiz oran\u0131, ge\u00e7en hafta y\u00fczde 6,43’e y\u00fckselirken, 6 haftan\u0131n ilk art\u0131\u015f\u0131n\u0131 kaydetti.<\/p>\n
\u00dclkede d\u00fcn a\u00e7\u0131klanan \u015firket finansal sonu\u00e7lar\u0131na g\u00f6re, ABD’nin b\u00fcy\u00fck bankalar\u0131ndan Morgan Stanley’nin bu y\u0131l\u0131n ilk \u00e7eyre\u011findeki net kar\u0131 y\u00fczde 19, geliri ise y\u00fczde 2 azald\u0131. ABD’li elektrikli otomobil \u00fcreticisi Tesla’n\u0131n geliri 23,3 milyar dolara ula\u015f\u0131rken, net kar\u0131 2,5 milyar dolara geriledi.<\/p>\n
S\u00f6z konusu geli\u015fmelerin yan\u0131nda Fed \u00fcyeleri de s\u00f6zle y\u00f6nlendirmelerini s\u00fcrd\u00fcr\u00fcrken, New York Fed Ba\u015fkan\u0131 John Williams enflasyonun yava\u015flamaya devam etti\u011fini ancak hala \u00e7ok y\u00fcksek seviyede oldu\u011funu ifade etti.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda Fed’in gelecek ay 25 baz puan faiz art\u0131rmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131lmaya ba\u015flan\u0131rken, temmuz toplant\u0131s\u0131na ili\u015fkin belirsizlikler de g\u00fc\u00e7lendi.<\/p>\n
Buna g\u00f6re, bankan\u0131n temmuzda y\u00fczde 61 ihtimalle politika faizini sabit b\u0131rakmas\u0131 beklenirken, 25 baz puan daha faiz art\u0131rabilece\u011fine y\u00f6nelik ihtimaller y\u00fczde 30 seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Bununla birlikte d\u00fcn, Japonya Merkez Bankas\u0131’n\u0131n (BoJ) bu ayki toplant\u0131da getiri e\u011frisine y\u00f6nelik d\u00fczenlemelere gidece\u011fi ve \u0130ngiltere Merkez Bankas\u0131’n\u0131n (BoE) y\u0131l sonuna kadar 3 faiz art\u0131\u015f\u0131na gidece\u011finin fiyatlanmaya ba\u015flamas\u0131yla tahvil piyasalar\u0131 ve emtia fiyatlar\u0131nda oynakl\u0131k artt\u0131.<\/p>\n
ABD’nin politika faizine duyarl\u0131 2 y\u0131ll\u0131k tahvil getirisi y\u00fczde 4,31’le 15 Mart’tan bu yana en y\u00fcksek seviyeye \u00e7\u0131karken, alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn 1.969 dolarla 3 Nisan’dan bu yana en d\u00fc\u015f\u00fck seviyeye inmesinin ard\u0131ndan kay\u0131plar\u0131n\u0131 k\u0131smen telafi ederek g\u00fcn\u00fc 1.995 dolardan tamamlad\u0131.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131 da d\u00fcnk\u00fc y\u00fczde 2,3’l\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan bug\u00fcn de y\u00fczde 0,8 de\u011fer kaybetti.<\/p>\n
Bu geli\u015fmelerle d\u00fcn New York borsas\u0131nda S&P 500 endeksi y\u00fczde 0,01 ve Dow Jones endeksi y\u00fczde 0,23 gerilerken, Nasdaq endeksi y\u00fczde 0,03 y\u00fckseldi. ABD’de endeks vadeli kontratlar, yeni g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131 d\u00fcn \u0130ngiltere hari\u00e7 y\u00fckseli\u015f e\u011filiminde hareket ederken, para piyasalar\u0131ndaki fiyatlamalarda BoE’nin 2 yerine 3 faiz art\u0131\u015f\u0131 yapaca\u011f\u0131na y\u00f6nelik fiyatlamalar s\u00f6z konusu performansta etkili oldu.<\/p>\n
Avro B\u00f6lgesi’nde a\u00e7\u0131klanan enflasyon verilerinin beklentilere paralel ger\u00e7ekle\u015fmesi ise risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n
D\u00fcn Almanya’da DAX 40 endeksi y\u00fczde 0,08, Fransa’da CAC 40 endeksi y\u00fczde 0,21 ve \u0130talya’da MIB 30 endeksi 0,15 y\u00fckselirken, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,13 geriledi. Avrupa’da endeks vadeli kontratlar yeni g\u00fcne ise kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
ABD’deki kar\u0131\u015f\u0131k seyir yeni g\u00fcnde Asya’ya da ta\u015f\u0131n\u0131rken, bug\u00fcn \u015firket finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak olan d\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken \u00e7ip \u00fcreticilerinden Taiwan Semiconductor Manufacturing yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
\u00c7in Merkez Bankas\u0131 (PBoC) bug\u00fcnk\u00fc kararlar\u0131nda 1 ve 5 y\u0131ll\u0131k bor\u00e7 verme faizini s\u0131ras\u0131yla y\u00fczde 3,65 ve y\u00fczde 4,30’da sabit b\u0131rak\u0131rken, BoJ’un para politikalar\u0131na ili\u015fkin olas\u0131 haber ak\u0131\u015f\u0131 yak\u0131ndan takip ediliyor.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,2 artarken, \u00c7in’de \u015eanghay bile\u015fik endeksi 0,4, Hong Kong’da Hang Seng endeksi y\u00fczde 0,2 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,7 geriledi.<\/p>\n
Yurt i\u00e7inde d\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,85 \u00fczerinde 5.061,22 puandan tamamlad\u0131.<\/p>\n
S\u00f6z konusu y\u00fckseli\u015fte Halkbank’a ili\u015fkin ABD Y\u00fcksek Mahkemesi’nin karar\u0131n\u0131 duyurmas\u0131 etkili oldu.<\/p>\n
Buna g\u00f6re, ABD Y\u00fcksek Mahkemesi, Halkbank’\u0131n yarg\u0131 ba\u011f\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131n olmad\u0131\u011f\u0131na karar verirken, \u0130stinaf Mahkemesinden Halkbank’\u0131n daha \u00f6nce davan\u0131n d\u00fc\u015fmesi i\u00e7in yapt\u0131\u011f\u0131 ba\u015fvuruyu tekrar g\u00f6zden ge\u00e7irmesini istedi.<\/p>\n
Karar\u0131n a\u00e7\u0131klanmas\u0131yla birlikte Halkbank hisseleri y\u00fczde 10’dan fazla de\u011fer kazanarak, g\u00fcn\u00fc 12,55 lirayla tavan fiyattan tamamlad\u0131.<\/p>\n
Bug\u00fcn borsada arife g\u00fcn\u00fc nedeniyle i\u015flemler 12.40’a kadar ger\u00e7ekle\u015ftirilebilecek.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 0,1 art\u0131\u015fla 19,3979’tan kapanmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 19,4020 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 ECB’nin toplant\u0131 tutanaklar\u0131 ve ABD’de ikinci el konut sat\u0131\u015flar\u0131 ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndeminin takip edilece\u011fini belirterek teknik a\u00e7\u0131dan BIST 100 endeksinde 5.000 ve 4.980 seviyelerinin destek, 5.100 ve 5.150 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, mart ay\u0131 yurt d\u0131\u015f\u0131 \u00dcFE<\/p>\n
12.00 T\u00fcrkiye, haftal\u0131k para ve banka istatistikleri<\/p>\n
13.00 Avro B\u00f6lgesi, \u015fubat ay\u0131 d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131<\/p>\n
14.30 Avro B\u00f6lgesi, ECB’nin toplant\u0131 tutanaklar\u0131 <\/p>\n
15.30 ABD, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131<\/p>\n
15.30 ABD, nisan ay\u0131 Philadelphia Fed i\u015f g\u00f6r\u00fcn\u00fcm\u00fc endeksi<\/p>\n
17.00 ABD, mart ay\u0131 2. el konut sat\u0131\u015flar\u0131 ve \u00f6nc\u00fc g\u00f6stergeler endeksi<\/p>\n
17.00 Avro B\u00f6lgesi, nisan ay\u0131 t\u00fcketici g\u00fcven endeksi<\/p>\n