\n<\/p>\n
ABD’deki bor\u00e7 limiti krizine ili\u015fkin geli\u015fmeler ve Fed’in ataca\u011f\u0131 ad\u0131mlara ili\u015fkin soru i\u015faretleri yat\u0131r\u0131mc\u0131lar\u0131 temkinli olmaya y\u00f6nlendiriyor.<\/p>\n
Bor\u00e7 limitinin 2025’e kadar ask\u0131ya al\u0131nmas\u0131n\u0131 ve federal harcamalar\u0131n 2 y\u0131l boyunca s\u0131n\u0131rlanmas\u0131n\u0131 \u00f6ng\u00f6ren tasar\u0131 d\u00fcn ABD Temsilciler Meclisi’nde onaylan\u0131rken, tasar\u0131n\u0131n pazartesiye kadar Senato’dan ge\u00e7mesi gerekiyor. Tasar\u0131n\u0131n bug\u00fcn Demokratlar\u0131n kontrol\u00fcndeki Senatodan ge\u00e7ebilece\u011fi belirtiliyor.<\/p>\n
\u00d6te yandan, \u00fclkede a\u00e7\u0131klanan makroekonomik verilere g\u00f6re i\u015f g\u00fcc\u00fc piyasas\u0131 s\u0131cak kalmaya devam ederken, JOLTS A\u00e7\u0131k \u0130\u015f Say\u0131s\u0131, nisanda 10 milyon 103 bin ile piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
Buna kar\u015f\u0131n, Fed’in “Bej Kitap” raporunda \u00fclkede ekonomik faaliyetin nisan ay\u0131 ve may\u0131s ba\u015f\u0131nda “\u00e7ok az” de\u011fi\u015fim g\u00f6sterdi\u011fi, gelecekteki b\u00fcy\u00fcme beklentilerinin ise biraz k\u00f6t\u00fcle\u015fti\u011fi bildirildi.<\/p>\n
Fed yetkililerinin s\u00f6zle y\u00f6nlendirmeleri de takip edilirken, Philadelphia Fed Ba\u015fkan\u0131 Patrick Harker, Fed’in yakla\u015fan haziran toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131na gitmemesi gerekti\u011fini belirtti. Faiz art\u0131r\u0131m\u0131nda bir toplant\u0131n\u0131n atlanabilece\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc aktaran Harker, gelecek verilerin fikrini de\u011fi\u015ftirebilece\u011fini kaydetti.<\/p>\n
Fed Y\u00f6netim Kurulu \u00dcyesi Philip Jefferson da Fed’in bir toplant\u0131da faiz oran\u0131n\u0131 sabit tutma karar\u0131n\u0131n para politikas\u0131 s\u0131k\u0131la\u015fmas\u0131n\u0131 sonland\u0131rd\u0131\u011f\u0131 anlam\u0131na gelmemesi gerekti\u011fini belirtti.<\/p>\n
S\u00f6z konusu geli\u015fmelerin ard\u0131ndan para piyasalar\u0131ndaki fiyatlamalarda Fed’in bu ayki toplant\u0131da 25 baz puan faiz art\u0131raca\u011f\u0131na ili\u015fkin beklentiler y\u00fczde 38’e gerilerken, nihai faiz oran\u0131n\u0131n y\u00fczde 85 ihtimalle y\u00fczde 5,25-5,50 seviyesinde olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Analistler, \u00f6zellikle cuma g\u00fcnk\u00fc tar\u0131m d\u0131\u015f\u0131 istihdam verisinin fiyatlamalar \u00fczerinde etkili olmas\u0131n\u0131n beklendi\u011fini kaydederek, Fed yetkililerinin a\u00e7\u0131klamalar\u0131n\u0131n da yak\u0131ndan takip edildi\u011fini ifade etti.<\/p>\n
Bu ayki toplant\u0131da faiz art\u0131r\u0131m\u0131na gidilece\u011fine y\u00f6nelik fiyatlamalar\u0131n gerilemesiyle alt\u0131n\u0131n ons fiyat\u0131 destek bularak y\u00fckseli\u015f e\u011filimini \u00fc\u00e7\u00fcnc\u00fc g\u00fcne ta\u015f\u0131rken, Brent petrol\u00fcn varil fiyat\u0131 da son iki g\u00fcnde y\u00fczde 6’dan fazla de\u011fer kaybetmesinin ard\u0131ndan yeni g\u00fcnde y\u00fczde 1 y\u00fckseli\u015fle 73 dolara \u00e7\u0131kt\u0131.<\/p>\n
D\u00fcn New York borsas\u0131nda S&P 500 endeksi 0,61, Nasdaq endeksi y\u00fczde 0,63 ve Dow Jones endeksi y\u00fczde 0,41 geriledi. ABD’de endeks vadeli kontratlar, yeni g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
Avrupa’da d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131karken, bug\u00fcn g\u00f6zler Avro B\u00f6lgesi’nde a\u00e7\u0131klanacak enflasyon verilerine \u00e7evrildi.<\/p>\n
D\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, Almanya\u2019da nisanda y\u00fczde 7,2 olan y\u0131ll\u0131k enflasyon, may\u0131sta y\u00fczde 6,1\u2019ye inerek beklentilerden fazla geriledi.<\/p>\n
Benzer \u015fekilde Fransa’da da enflasyon, enerji, g\u0131da ve hizmet fiyatlar\u0131nda art\u0131\u015flar\u0131n azalmas\u0131 dolay\u0131s\u0131yla 1 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesi olan y\u00fczde 5,1’e indi.<\/p>\n
S\u00f6z konusu geli\u015fmelere kar\u015f\u0131n Avrupa Merkez Bankas\u0131 (ECB) \u00fcyeleri “\u015fahin” a\u00e7\u0131klamalar\u0131na devam ederken, ECB \u00fcyesi Olli Rehn ECB’nin \u00e7ekirdek enflasyonda istenilen yava\u015flama ger\u00e7ekle\u015fmeden bankan\u0131n faiz indirimini d\u00fc\u015f\u00fcnmeyece\u011fini ifade etti.<\/p>\n
\u00d6te yandan, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Standard & Poor’s’un bug\u00fcn Fransa’n\u0131n \u00fclke notunu g\u00f6zden ge\u00e7irmesi beklenirken, olas\u0131 bir not d\u00fc\u015f\u00fc\u015f\u00fcn olabilece\u011fi belirtiliyor.<\/p>\n
D\u00fcn Almanya’da DAX 40 endeksi ve Fransa’da CAC 40 endeksi y\u00fczde 1,54, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 1,01 ve \u0130talya’da MIB 30 endeksi 1,97 geriledi. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne de sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyirle ba\u015flad\u0131.<\/p>\n
Asya piyasalar\u0131nda G\u00fcney Kore hari\u00e7 al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131karken, ABD’de bor\u00e7 limiti krizinin zaman\u0131nda \u00e7\u00f6z\u00fclebilece\u011fine y\u00f6nelik iyimserlik ve \u00c7in’de a\u00e7\u0131klanan veriler s\u00f6z konusu seyri destekliyor.<\/p>\n
\u00c7in’de bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, Caixin imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) 50,9’a \u00e7\u0131karak geni\u015flemeye i\u015faret ederken, Japonya’da imalat sanayi PMI 50,6’ya indi.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,8, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,3, ve Hong Kong Hang Seng endeksi y\u00fczde 0,8 y\u00fckselirken, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,3 geriledi.<\/p>\n
Yurt i\u00e7inde d\u00fcn sat\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 1,30 alt\u0131nda 4.886,91 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 1,6 art\u0131\u015fla 20,7995’ten kapanmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 20,7750 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn d\u00fcnya genelinde imalat sanayi PMI ve ABD’de ADP \u00f6zel sekt\u00f6r istihdam verileri ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndeminin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 5.000 ve 5.200 seviyelerinin diren\u00e7, 4.800 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, nisan ay\u0131 imalat sanayi PMI<\/p>\n
10.55 Almanya, may\u0131s ay\u0131 imalat sanayi PMI<\/p>\n
12.00 Avro B\u00f6lgesi, may\u0131s ay\u0131 T\u00dcFE<\/p>\n
12.00 Avro B\u00f6lgesi, nisan ay\u0131 i\u015fsizlik oran\u0131<\/p>\n
14.00 T\u00fcrkiye, TCMB Para Politikas\u0131 Kurulu toplant\u0131 \u00f6zeti<\/p>\n
14.30 Avro B\u00f6lgesi, ECB Para Politikas\u0131 Kurulu toplant\u0131 tutanaklar\u0131<\/p>\n
15.15 ABD, may\u0131s ay\u0131 ADP \u00f6zel sekt\u00f6r istihdam\u0131<\/p>\n
15.30 ABD, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131<\/p>\n
17.00 ABD, may\u0131s ay\u0131 ISM imalat sanayi PMI<\/p>\n