<\/p>\n
Ge\u00e7en y\u0131l\u0131n mart ay\u0131ndan bu yana her toplant\u0131da politika faizini art\u0131ran Fed, 15 toplant\u0131n\u0131n ard\u0131ndan bu ad\u0131mlar\u0131na ara verdi.<\/p>\n
Fed, politika faizini beklentiler dahilinde de\u011fi\u015ftirmeyerek y\u00fczde 5-5,25 aral\u0131\u011f\u0131nda sabit tutarken, Fed’den yap\u0131lan a\u00e7\u0131klamada, “Hanehalklar\u0131 ve i\u015fletmeler i\u00e7in daha s\u0131k\u0131 kredi ko\u015fullar\u0131n\u0131n ekonomik aktivite, i\u015fe al\u0131m ve enflasyon \u00fczerinde bask\u0131 olu\u015fturmas\u0131 muhtemeldir.” ifadesi kullan\u0131ld\u0131.<\/p>\n
Ekonomiye ili\u015fkin tahminlerini de a\u00e7\u0131klayan Fed, federal fon oran\u0131na ili\u015fkin tahminini bu y\u0131l sonu i\u00e7in y\u00fczde 5,1’den y\u00fczde 5,6’ya y\u00fckseltti.<\/p>\n
Fed’in federal fon oran\u0131na ili\u015fkin 2024 y\u0131l\u0131 i\u00e7in tahmini y\u00fczde 4,3’ten y\u00fczde 4,6’ya, 2025 y\u0131l\u0131 i\u00e7in de y\u00fczde 3,1’den y\u00fczde 3,4’e revize edildi. Uzun d\u00f6nem ortalama faiz beklentisi ise y\u00fczde 2,5’te tutuldu.<\/p>\n
Banka’n\u0131n enflasyon tahminleri ise bu y\u0131l i\u00e7in y\u00fczde 3,3’ten y\u00fczde 3,2’ye \u00e7ekilirken, 2024 i\u00e7in y\u00fczde 2,5 ve 2025 y\u0131l\u0131 i\u00e7in y\u00fczde 2,1 olarak korundu.<\/p>\n
De\u011fi\u015fken enerji ve g\u0131da fiyatlar\u0131n\u0131 i\u00e7ermeyen \u00e7ekirdek enflasyona ili\u015fkin tahminler de bu y\u0131l i\u00e7in y\u00fczde 3,6’dan y\u00fczde 3,9’a y\u00fckseltildi.<\/p>\n
Fed Ba\u015fkan\u0131 Jerome Powell, toplant\u0131 sonras\u0131 yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, neredeyse t\u00fcm Fed yetkililerinin, enflasyonu zamanla y\u00fczde 2’ye d\u00fc\u015f\u00fcrmek i\u00e7in bu y\u0131l baz\u0131 ek faiz art\u0131\u015flar\u0131n\u0131n uygun olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n
Al\u0131nan karar\u0131n sadece bu toplant\u0131yla ilgili oldu\u011funu vurgulayan Powell, “Temmuz toplant\u0131s\u0131 hakk\u0131nda karar vermedik.” dedi.<\/p>\n
S\u00f6z konusu geli\u015fmelerin ard\u0131ndan para piyasalar\u0131ndaki fiyatlamalarda temmuz toplant\u0131s\u0131nda Fed’in 25 baz puan faiz art\u0131\u015f\u0131 yapaca\u011f\u0131na ili\u015fkin beklentiler y\u00fczde 70 seviyesine \u00e7\u0131karken, s\u0131n\u0131rl\u0131 da olsa Banka’n\u0131n faiz art\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fc y\u00fczde 5,50-5,75 seviyesinde tamamlayabilece\u011fi \u00f6ng\u00f6r\u00fcs\u00fc de bulunuyor.<\/p>\n
D\u00fcnk\u00fc kararlar\u0131n beklentilerden daha “\u015fahin” alg\u0131lanmas\u0131yla emtia fiyatlar\u0131nda oynakl\u0131k artarken, alt\u0131n\u0131n ons fiyat\u0131, yeni g\u00fcnde 1.930 dolarla 17 Mart’tan bu yana en d\u00fc\u015f\u00fck seviyeyi test etti.<\/p>\n
\u00d6te yandan, d\u00fcn ABD’de a\u00e7\u0131klanan verilere g\u00f6re, \u00dcretici Fiyat Endeksi (\u00dcFE), y\u0131ll\u0131k y\u00fczde 1,1 artarak beklentilerin olduk\u00e7a alt\u0131nda kald\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle d\u00fcn New York borsas\u0131nda S&P 500 endeksi y\u00fczde 0,08 ve Nasdaq endeksi y\u00fczde 0,39 y\u00fckselirken, Dow Jones endeksi y\u00fczde 0,68 geriledi. ABD’de endeks vadeli kontratlar, yeni g\u00fcne de kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
Avrupa’da d\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131karken, bug\u00fcn g\u00f6zler ECB’nin para politikas\u0131 kararlar\u0131 ve ECB Ba\u015fkan\u0131 Christine Lagarde’\u0131n toplant\u0131 sonras\u0131 yapaca\u011f\u0131 s\u00f6zle y\u00f6nlendirmelere \u00e7evrildi.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalara g\u00f6re, ECB’nin bug\u00fcn politika faizini 25 baz puan art\u0131rmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, politika metninde ve Lagarde’\u0131n a\u00e7\u0131klamalar\u0131nda gelecek d\u00f6neme ili\u015fkin olas\u0131 ipu\u00e7lar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor.<\/p>\n
D\u00fcn \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,10, Almanya’da DAX 40 endeksi y\u00fczde 0,49, Fransa’da CAC 40 endeksi y\u00fczde 0,52 ve \u0130talya’da MIB 30 endeksi 0,88 y\u00fckseldi. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
Asya’da pay piyasalar\u0131 g\u00fcne G\u00fcney Kore hari\u00e7 y\u00fckseli\u015fle ba\u015flarken, \u00c7in Merkez Bankas\u0131 (PBoC) ekonomiyi destekleyici ad\u0131mlar\u0131na devam ediyor.<\/p>\n
PBoC, bug\u00fcn 1 y\u0131ll\u0131k kredi faizini 10 baz puan d\u00fc\u015f\u00fcrerek y\u00fczde 2,65’e indirirken, fonlama miktar\u0131n\u0131 da art\u0131rd\u0131. \u00d6te yandan, bug\u00fcn \u00fclkede a\u00e7\u0131klanan verilere g\u00f6re, sanayi \u00fcretimi y\u0131ll\u0131k y\u00fczde 3,5, perakende sat\u0131\u015flar da y\u00fczde 12,7 artt\u0131.<\/p>\n
Japonya’da ise \u00e7ekirdek makine sipari\u015fleri y\u00fczde 5,5 y\u00fckseli\u015fle beklentileri geride b\u0131rak\u0131rken, d\u0131\u015f ticaret dengesi 1 trilyon 372,5 milyar yen a\u00e7\u0131k verdi.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,3, Hong Kong Hang Seng endeksi y\u00fczde 1,7 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,5 y\u00fckselirken, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,1 geriledi.<\/p>\n
Yurt i\u00e7inde d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyrini \u00fc\u00e7\u00fcnc\u00fc g\u00fcne ta\u015f\u0131yan Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 1,26 alt\u0131nda 5.360,77 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 0,3 azal\u0131\u015fla 23,5639’dan kapanmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 23,5840 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde b\u00fct\u00e7e dengesi ve konut sat\u0131\u015f endeksi, yurt d\u0131\u015f\u0131nda ise ECB’nin faiz karar\u0131 ve Lagarde’\u0131n a\u00e7\u0131klamalar\u0131n\u0131n yan\u0131 s\u0131ra Avro B\u00f6lgesi’nde d\u0131\u015f ticaret dengesi, ABD’de kapasite kullan\u0131m oran\u0131 ve sanayi \u00fcretimi verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 5.250 ve 5.150 seviyelerinin destek, 5.400 ve 5.500 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, may\u0131s ay\u0131 b\u00fct\u00e7e dengesi, konut sat\u0131\u015f endeksi<\/p>\n
12.00 Avro B\u00f6lgesi, nisan ay\u0131 d\u0131\u015f ticaret dengesi<\/p>\n
15.15 ECB faiz karar\u0131<\/p>\n
15.30 ABD, may\u0131s ay\u0131 perakende sat\u0131\u015flar<\/p>\n
15.30 ABD, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131<\/p>\n
15.45 ECB Ba\u015fkan\u0131 Lagarde’\u0131n konu\u015fmas\u0131<\/p>\n
16.15 ABD, may\u0131s ay\u0131 kapasite kullan\u0131m oran\u0131 ve sanayi \u00fcretimi<\/p>\n