{"id":1915,"date":"2023-07-31T06:37:19","date_gmt":"2023-07-31T03:37:19","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=1915"},"modified":"2023-07-31T06:37:19","modified_gmt":"2023-07-31T03:37:19","slug":"kuresel-piyasalar-veri-gundemine-odaklandi-4","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=1915","title":{"rendered":"K\u00fcresel piyasalar veri g\u00fcndemine odakland\u0131"},"content":{"rendered":"
\n

\n\tK\u00fcresel piyasalar, merkez bankalar\u0131n\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 faiz kararlar\u0131n\u0131n ard\u0131ndan ge\u00e7en hafta al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izledi.<\/p>\n

\n\tGe\u00e7en y\u0131l\u0131n mart ay\u0131ndan bu yana her toplant\u0131da politika faizini art\u0131ran ABD Merkez Bankas\u0131 (Fed), ge\u00e7en ay bu ad\u0131mlar\u0131na ara vererek politika faizini sabit b\u0131rakm\u0131\u015ft\u0131. Temmuz toplant\u0131s\u0131nda ise politika faizini 25 baz puan art\u0131rarak y\u00fczde 5,25-5,50 aral\u0131\u011f\u0131na y\u00fckselten Fed, b\u00f6ylece politika faizini 31 Ocak 2001’den bu yana en y\u00fcksek seviyeye \u00e7\u0131karm\u0131\u015f oldu.<\/p>\n

\n\tKarar metninde, Federal A\u00e7\u0131k Piyasa Komitesi’nin (FOMC) maksimum istihdam ve uzun vadede y\u00fczde 2 enflasyon elde etmeyi ama\u00e7lad\u0131\u011f\u0131n\u0131n alt\u0131 \u00e7izilirken, bu hedeflerin desteklenmesi i\u00e7in federal fon oran\u0131n\u0131n y\u00fczde 5,25-5,50 aral\u0131\u011f\u0131na y\u00fckseltilmesine karar verildi\u011fi kaydedildi.<\/p>\n

\n\tA\u00e7\u0131klamada, son g\u00f6stergelerin ekonomik aktivitenin \u0131l\u0131ml\u0131 bir h\u0131zda geni\u015fledi\u011fine i\u015faret etti\u011fi belirtilerek, i\u015f kazan\u0131mlar\u0131n\u0131n son aylarda g\u00fc\u00e7l\u00fc oldu\u011fu, i\u015fsizlik oran\u0131n\u0131n d\u00fc\u015f\u00fck kald\u0131\u011f\u0131 ancak enflasyonun y\u00fcksek kalmaya devam etti\u011fi bildirildi.<\/p>\n

\n\tFed Ba\u015fkan\u0131 Jerome Powell da d\u00fczenledi\u011fi bas\u0131n toplant\u0131s\u0131nda, “Veriler gerektirirse eyl\u00fclde faiz oran\u0131n\u0131 yeniden art\u0131rmam\u0131z\u0131n m\u00fcmk\u00fcn oldu\u011funu s\u00f6yleyebilirim ancak sabit de b\u0131rakabiliriz. Dikkatli \u015fekilde karar verece\u011fiz.” de\u011ferlendirmesinde bulundu.<\/p>\n

\n\tEnflasyonu tekrar y\u00fczde 2’ye indirme s\u00fcrecinde katedilmesi gereken uzun bir yol oldu\u011funa dikkati \u00e7eken Powell, enflasyonun 2025’e kadar y\u00fczde 2’ye inece\u011fini d\u00fc\u015f\u00fcnmedi\u011fini ifade etti.<\/p>\n

\n\tAnalistler, Powell’\u0131n verilere ba\u011fl\u0131 kalacaklar\u0131n\u0131 vurgulamas\u0131n\u0131n, yat\u0131r\u0131mc\u0131lar\u0131 Fed’in bir sonraki hamlesi konusunda karars\u0131z b\u0131rakt\u0131\u011f\u0131n\u0131 belirterek, Powell’\u0131n ekonomide art\u0131k resesyon beklemediklerini de dile getirdi\u011fini an\u0131msatt\u0131.<\/p>\n

\n\tPowell’\u0131n s\u00f6zle y\u00f6nlendirmelerinin ard\u0131ndan para piyasalar\u0131ndaki fiyatlamalarda, Fed’in eyl\u00fclde 25 baz puan faiz art\u0131rma ihtimali y\u00fczde 22’ye \u00e7\u0131karken, aral\u0131k ay\u0131 i\u00e7in ise faiz indirimi fiyatlamalarda yer bulmaya devam ediyor.<\/p>\n

\n\tAnalistler, Powell’\u0131n resesyon beklenmedi\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 ve faiz indiriminin hala fiyatlamalarda yer almas\u0131n\u0131n k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde y\u00fckseli\u015fle haftay\u0131 y\u00fczde 3,4 art\u0131\u015fla 3,9640 seviyesinden, dolar endeksi de y\u00fczde 0,6 kazan\u00e7la 101,7 seviyesinden kapatt\u0131.<\/p>\n

\n\tEmtia piyasas\u0131nda da alt\u0131n\u0131n onsu y\u00fczde 0,2 azal\u0131\u015fla 1.959 dolardan, Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 4,4 kazan\u00e7la 84,2 dolardan, bak\u0131r\u0131n libresi y\u00fczde 3 art\u0131\u015fla 3,91 dolardan ge\u00e7en haftay\u0131 tamamlad\u0131.<\/p>\n

\n\tAnalistler, ABD’de a\u00e7\u0131klanan b\u00fcy\u00fcme verisinin iyi gelmesiyle dolara olan talebin artt\u0131\u011f\u0131n\u0131 ve emtia piyasalar\u0131nda dalgal\u0131 bir seyir izlendi\u011fini ifade etti.<\/p>\n

\n\tGe\u00e7en hafta piyasalara, Uluslararas\u0131 Para Fonu’nun (IMF) k\u00fcresel ekonomik b\u00fcy\u00fcme tahminleri de damgas\u0131n\u0131 vurdu. IMF, bu y\u0131l i\u00e7in beklentisini y\u00fczde 2,8’den y\u00fczde 3’e y\u00fckseltirken, 2024 i\u00e7in y\u00fczde 3’te sabit b\u0131rakt\u0131.<\/p>\n

\n\tABD’de g\u00f6zler tar\u0131m d\u0131\u015f\u0131 istihdam verisine \u00e7evrildi<\/strong><\/p>\n

\n\tABD’de pay piyasalar\u0131, a\u00e7\u0131klanan makroekonomik veriler ve finansal sonu\u00e7lar\u0131n ard\u0131ndan ge\u00e7en hafta pozitif bir seyir izledi.<\/p>\n

\n\tABD’de a\u00e7\u0131klanan \u00f6nc\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) verilerine g\u00f6re, temmuzda hizmet sekt\u00f6r\u00fc PMI 52,4 e gerilerken, imalat sanayi PMI 49’a \u00e7\u0131karak beklentileri a\u015fmas\u0131na kar\u015f\u0131n hala 50’nin alt\u0131nda kalmaya devam ediyor.<\/p>\n

\n\t\u00dclkede, Conference Board T\u00fcketici G\u00fcven Endeksi, temmuzda ayl\u0131k bazda 6,9 puan art\u0131\u015fla 117’ye y\u00fckseldi. B\u00f6ylece veri, Temmuz 2021’den bu yana en y\u00fcksek seviyesine \u00e7\u0131karak yumu\u015fak ini\u015f d\u00fc\u015f\u00fcncelerini destekler nitelikte art\u0131\u015f kaydetti.<\/p>\n

\n\tABD’de a\u00e7\u0131klanan S&P Case-Shiller Ulusal Konut Fiyat Endeksi, may\u0131sta ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 0,5 gerilerken, \u00fclkenin 20 kentindeki konut fiyatlar\u0131na ili\u015fkin endeks de ayn\u0131 d\u00f6nemde y\u0131ll\u0131k y\u00fczde 1,7 azal\u0131\u015f g\u00f6sterdi.<\/p>\n

\n\t\u00d6te yandan, Fed, Z\u00fcrih merkezli banka UBS’ye, haziran ay\u0131nda sat\u0131n ald\u0131\u011f\u0131 Credit Suisse’in Archegos Capital Management ile i\u015flemlerindeki risk y\u00f6netimi ba\u015far\u0131s\u0131zl\u0131klar\u0131 nedeniyle 268,5 milyon dolar para cezas\u0131 verdi.<\/p>\n

\n\tABD’de devam eden bilan\u00e7o sezonunda finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayan ABD’li teknoloji \u015firketlerinden Google’\u0131n ana kurulu\u015fu Alphabet y\u0131l\u0131n ikinci \u00e7eyre\u011finde 2022’nin ayn\u0131 d\u00f6nemine k\u0131yasla gelirini y\u00fczde 7 art\u0131rarak 74,6 milyar dolara \u00e7\u0131kard\u0131. Microsoft’un geliri de ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 8 artarak 56,2 milyar dolara \u00e7\u0131kt\u0131. Ford’un finansal sonu\u00e7lar\u0131n\u0131n analistlerin beklentilerini a\u015ft\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc.<\/p>\n

\n\tD\u00fcnyan\u0131n en b\u00fcy\u00fck mikro\u00e7ip \u00fcreticilerinden Intel’in geliri, y\u0131l\u0131n ikinci \u00e7eyre\u011finde 2022’nin ayn\u0131 d\u00f6nemine k\u0131yasla y\u00fczde 15 azal\u0131\u015fla 12,9 milyar dolara gerilemesine kar\u015f\u0131n beklentilerin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n

\n\tABD’li enerji devi ExxonMobil’in ikinci \u00e7eyrekteki kar\u0131 y\u0131ll\u0131k bazda y\u00fczde 56 azalarak 7,9 milyar dolara, \u00fclkenin b\u00fcy\u00fck petrol \u00fcreticilerinden Chevron’un kar\u0131 da y\u00fczde 66 azal\u0131\u015fla 6 milyar dolara indi.<\/p>\n

\n\tABD’li t\u00fcketim mallar\u0131 devi Procter & Gamble’\u0131n (P&G) hisseleri, beklentileri a\u015fan kar ve gelir bildirmesi sonras\u0131nda y\u00fczde 3’e yak\u0131n art\u0131\u015f g\u00f6sterdi.<\/p>\n

\n\tAnalistler, enflasyonun d\u00fc\u015ft\u00fc\u011f\u00fcne i\u015faret eden verilerle ABD’nin resesyondan ka\u00e7\u0131nabilece\u011fi ihtimalini destekleyen finansal sonu\u00e7lara yat\u0131r\u0131mc\u0131lar\u0131n olumlu tepki verdi\u011fini kaydetti.<\/p>\n

\n\t\u00dclkede GSYH, bu y\u0131l\u0131n ikinci \u00e7eyre\u011finde y\u00fczde 2,4 artarak y\u00fczde 1,8 olan b\u00fcy\u00fcme tahminini geride b\u0131rakt\u0131. Bir \u00f6nceki \u00e7eyrek y\u00fczde 4,1 artan ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksinin ikinci \u00e7eyrekte y\u00fczde 2,6 ile beklentilerin alt\u0131nda art\u0131\u015f g\u00f6stermesi, fiyat bask\u0131lar\u0131n\u0131n hafifledi\u011fine i\u015faret etse de ekonominin beklentilerin \u00fczerinde b\u00fcy\u00fcmesi Fed’in “\u015fahin” politikalar\u0131n\u0131 s\u00fcrd\u00fcrebilece\u011fi endi\u015fesini destekledi.<\/p>\n

\n\t\u00dclkede ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131, 22 Temmuz ile biten haftada 221 bine gerileyerek 5 ay\u0131n en d\u00fc\u015f\u00fck seviyesine inerken, dayan\u0131kl\u0131 mal sipari\u015fleri, haziranda ayl\u0131k bazda y\u00fczde 4,7 ile \u00f6ng\u00f6r\u00fcleri \u00fczerinde art\u0131\u015f kaydetti.<\/p>\n

\n\tABD’de Michigan \u00dcniversitesi taraf\u0131ndan \u00f6l\u00e7\u00fclen t\u00fcketici g\u00fcven endeksi, temmuzda a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilerek 71,6 olurken, Ekim 2021’den bu yana en y\u00fcksek seviyesini kaydetti.<\/p>\n

\n\t\u00dclkede ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksi haziranda ayl\u0131k bazda y\u00fczde 0,2 ve y\u0131ll\u0131k bazda y\u00fczde 3 y\u00fckseldi.<\/p>\n

\n\tFed’in enflasyon g\u00f6stergesi olarak dikkate ald\u0131\u011f\u0131 g\u0131da ve enerji kalemlerinin hesaplama d\u0131\u015f\u0131 tutuldu\u011fu \u00e7ekirdek ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksi de ayn\u0131 d\u00f6nemde ayl\u0131k bazda y\u00fczde 0,2 ve y\u0131ll\u0131k bazda y\u00fczde 4,1 artt\u0131. \u00c7ekirdek ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksindeki art\u0131\u015f, yakla\u015f\u0131k 2 y\u0131l\u0131n en d\u00fc\u015f\u00fck oran\u0131 oldu.<\/p>\n

\n\tGe\u00e7en hafta New York borsas\u0131nda, S&P 500 y\u00fczde 1, Dow Jones endeksi y\u00fczde 0,7 ve Nasdaq endeksi y\u00fczde 2,1 y\u00fckseldi.<\/p>\n

\n\t31 Temmuz ile ba\u015flayan haftada pazartesi g\u00fcn\u00fc Dallas Fed imalat aktivite endeksi, sal\u0131 g\u00fcn\u00fc imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), ISM imalat sanayi PMI, in\u015faat harcamalar\u0131, \u00e7ar\u015famba g\u00fcn\u00fc ADP \u00f6zel sekt\u00f6r istihdam\u0131, per\u015fembe g\u00fcn\u00fc haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131, hizmet sekt\u00f6r\u00fc PMI, ISM hizmet sekt\u00f6r\u00fc PMI, dayan\u0131kl\u0131 mal sipari\u015fleri, fabrika sipari\u015fleri, cuma g\u00fcn\u00fc tar\u0131m d\u0131\u015f\u0131 istihdam ve i\u015fsizlik oran\u0131 takip edilecek.<\/p>\n

\n\tAvrupa’da g\u00f6zler BoE karar\u0131nda olacak<\/strong><\/p>\n

\n\tAvrupa borsalar\u0131nda, Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Christine Lagarde’\u0131n faiz karar\u0131 sonras\u0131 yapt\u0131\u011f\u0131 a\u00e7\u0131klamalardan al\u0131nan “ECB’nin gelecek toplant\u0131y\u0131 pas ge\u00e7ebilece\u011fi” y\u00f6n\u00fcndeki sinyallerle pozitif seyir \u00f6ne \u00e7\u0131karken, piyasalar\u0131n oda\u011f\u0131nda BoE’nin a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131 yer alacak.<\/p>\n

\n\tPara piyasalar\u0131ndaki fiyatlamalarda, BoE’nin politika faizini 25 baz puan art\u0131rmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

\n\tECB, 3 temel politika faizini beklentiler do\u011frultusunda 25’er baz puan art\u0131rarak politika faizini y\u00fczde 4,25’e, mevduat faizini y\u00fczde 3,75’e ve marjinal fonlama faizini de y\u00fczde 4,50’ye y\u00fckseltti\u011fini duyurmu\u015ftu.<\/p>\n

\n\tAvrupa’da enflasyon bask\u0131s\u0131 ABD’ye g\u00f6re daha g\u00fc\u00e7l\u00fc kalmay\u0131 s\u00fcrd\u00fcr\u00fcrken, b\u00f6lge genelinde a\u00e7\u0131klanan \u00f6nc\u00fc PMI verilerinin neredeyse tamam\u0131n\u0131n beklentilerin alt\u0131nda kalmas\u0131 ekonomik aktiviteye dair endi\u015feleri art\u0131rd\u0131.<\/p>\n

\n\tAlmanya’da imalat sanayi PMI, temmuzda 38,8’e ve Avro B\u00f6lgesi’nde de 42,7’ye gerileyerek son 38 ay\u0131n en d\u00fc\u015f\u00fck seviyesine indi.<\/p>\n

\n\tAlmanya\u2019da y\u0131ll\u0131k enflasyon temmuz ay\u0131nda y\u00fczde 6,2 olarak \u00f6l\u00e7\u00fcld\u00fc. \u00dclkede bir \u00f6nceki ay enflasyon y\u0131ll\u0131k bazda y\u00fczde 6,4 d\u00fczeyinde ger\u00e7ekle\u015fmi\u015fti.<\/p>\n

\n\tGe\u00e7en hafta \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,4, Fransa’da CAC 40 endeksi y\u00fczde 0,6, Almanya’da DAX endeksi y\u00fczde 1,8 ve \u0130talya’da MIB 30 endeksi y\u00fczde 2,2 de\u011fer kazand\u0131.<\/p>\n

\n\tGelecek hafta pazartesi g\u00fcn\u00fc Almanya’da perakende sat\u0131\u015flar, Avro B\u00f6lgesi’nde b\u00fcy\u00fcme ve enflasyon, sal\u0131 g\u00fcn\u00fc Almanya ve Avro B\u00f6lgesi’nde i\u015fsizlik oran\u0131 ve imalat sanayi PMI, per\u015fembe g\u00fcn Almanya’da hizmet sekt\u00f6r\u00fc PMI, Avro B\u00f6lgesi’nde \u00dcretici Fiyat Endeksi ve hizmet sekt\u00f6r\u00fc PMI, cuma g\u00fcn\u00fc Almanya’da fabrika sipari\u015fleri takip edilecek.<\/p>\n

\n\tBoJ, getiri e\u011frisi aral\u0131\u011f\u0131n\u0131 de\u011fi\u015ftirebilece\u011finin sinyali verdi<\/strong><\/p>\n

\n\tAsya piyasalar\u0131 ge\u00e7en hafta al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyrederken, Japonya Merkez Bankas\u0131’n\u0131n (BoJ) politika faizi ve getiri e\u011frisinde de\u011fi\u015fikli\u011fe gitmemesine kar\u015f\u0131n getiri e\u011frisi aral\u0131\u011f\u0131n\u0131 de\u011fi\u015ftirebilece\u011fi sinyali vermesi piyasalarda “\u015fahin” bir ad\u0131m olarak alg\u0131land\u0131.<\/p>\n

\n\tBoJ, politika faizini de\u011fi\u015ftirmeyerek y\u00fczde eksi 0,1’de, getiri e\u011frisi hedef aral\u0131\u011f\u0131n\u0131 da art\u0131\/eksi y\u00fczde 0,5 d\u00fczeyinde korudu. Metinde, enflasyonda yukar\u0131 y\u00f6nl\u00fc hareketin devam etmesi halinde gev\u015fek para politikas\u0131 etkisinin reel faiz oranlar\u0131 vas\u0131tas\u0131yla daha da g\u00fc\u00e7lenece\u011fi belirtilerek, uzun d\u00f6nem faiz oranlar\u0131n\u0131n ciddi \u015fekilde kontrol alt\u0131nda tutulmas\u0131n\u0131n tahvil piyasalar\u0131n\u0131n i\u015fleyi\u015fini etkileyebilece\u011fi ve oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fi kaydedildi.<\/p>\n

\n\tFaiz karar\u0131n\u0131n ard\u0131ndan dolar\/yen paritesi haftay\u0131 y\u00fczde 0,4 azal\u0131\u015fla 141,1 seviyesinden tamamlad\u0131. Japonya’da a\u00e7\u0131klanan verilere g\u00f6re, Tokyo T\u00fcketici Fiyat Endeksi (T\u00dcFE), y\u0131ll\u0131k bazda y\u00fczde 3,2 art\u0131\u015fla beklentileri a\u015ft\u0131.<\/p>\n

\n\t\u00c7in h\u00fck\u00fcmeti yetkililerinin uzun bir aran\u0131n ard\u0131ndan uluslararas\u0131 yat\u0131r\u0131mc\u0131larla bulu\u015ftu\u011funa y\u00f6nelik haber ak\u0131\u015f\u0131, ekonomik aktiviteye ili\u015fkin endi\u015feleri s\u0131n\u0131rl\u0131 da olsa t\u00f6rp\u00fcl\u00fcyor.<\/p>\n

\n\t\u00c7in Politb\u00fcro’nun emlak sekt\u00f6r\u00fc i\u00e7in “politikalar\u0131 zaman\u0131nda ayarlama ve optimize etme” s\u00f6z\u00fc vermesinin ard\u0131ndan \u00f6zellikle \u00c7in ve Hong Kong pay piyasalar\u0131 y\u00fckseli\u015fe ge\u00e7ti. Politb\u00fcro’nun emlak sekt\u00f6r\u00fcn\u00fc destekleyece\u011fine dair yapt\u0131\u011f\u0131 a\u00e7\u0131klamalar\u0131n ard\u0131ndan \u00c7in h\u00fck\u00fcmetinin ekonominin farkl\u0131 alanlar\u0131n\u0131 destekleyece\u011fine ili\u015fkin beklentiler s\u0131cakl\u0131\u011f\u0131n\u0131 koruyor.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle haftal\u0131k bazda Japonya’da Nikkei 225 endeksi y\u00fczde 1,4, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 3,4, Hong Kong’da Hang Seng endeksi y\u00fczde 4,4 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,6 de\u011fer kazand\u0131.<\/p>\n

\n\tGelecek hafta pazartesi g\u00fcn\u00fc Japonya’da sanayi \u00fcretimi, \u00c7in’de imalat sanayi ve hizmet sekt\u00f6r\u00fc PMI, \u00e7ar\u015famba g\u00fcn\u00fc BoJ toplant\u0131 tutanaklar\u0131 takip edilecek.<\/p>\n

\n\tYurt i\u00e7i piyasalar, enflasyon verisine odakland\u0131<\/strong><\/p>\n

\n\tYurt i\u00e7inde ge\u00e7en hafta Borsa \u0130stanbul’da BIST 100 endeksi, haftay\u0131 y\u00fczde 5,67 de\u011fer kazanarak g\u00fcn\u00fc 7.067,28 puandan tamamlayarak t\u00fcm zamanlar\u0131n en y\u00fcksek g\u00fcnl\u00fck ve haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirirken, g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek seviye rekorunu 7.096,99 puana ta\u015f\u0131d\u0131.<\/p>\n

\n\tT\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) se\u00e7ici kredi ve miktarsal s\u0131k\u0131la\u015ft\u0131rma ad\u0131mlar\u0131 kapsam\u0131nda yeni d\u00fczenlemeleri, Resmi Gazete’de yay\u0131mlanarak y\u00fcr\u00fcrl\u00fc\u011fe girdi. Buna g\u00f6re, ihracat ve yat\u0131r\u0131m kredileri ile deprem b\u00f6lgesine y\u00f6nelik krediler, Merkez Bankas\u0131’n\u0131n kredileri s\u0131n\u0131rland\u0131r\u0131c\u0131 t\u00fcm tedbirlerinin d\u0131\u015f\u0131nda tutuldu. S\u0131k\u0131la\u015fma s\u00fcrecini destekleyen ad\u0131mlar\u0131 tamamlay\u0131c\u0131 olarak, kredi b\u00fcy\u00fcmesine g\u00f6re menkul k\u0131ymet tesisi kapsam\u0131nda y\u00fczde 3 olan TL ticari krediler i\u00e7in ayl\u0131k b\u00fcy\u00fcme s\u0131n\u0131r\u0131n\u0131n y\u00fczde 2,5 olarak belirlenmesine karar verildi.<\/p>\n

\n\tKo\u00e7 Holding, Yap\u0131 ve Kredi Bankas\u0131’ndaki 575 milyon lira nominal de\u011fere kadar hissesinin h\u0131zland\u0131r\u0131lm\u0131\u015f talep toplama y\u00f6ntemi ile borsa d\u0131\u015f\u0131nda kurumsal yat\u0131r\u0131mc\u0131lara sat\u0131\u015f i\u015flemini ger\u00e7ekle\u015ftirdi. Buna g\u00f6re, toplamda 6 milyar 756 milyon 250 bin lira gelir elde edildi.<\/p>\n

\n\tAnalistler, s\u00f6z konusu sat\u0131\u015f\u0131n “yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrk varl\u0131klar\u0131na ilgisinin artt\u0131\u011f\u0131” \u015feklinde yorumlanabilece\u011fini kaydetti. \u00d6te yandan, Sermaye Piyasas\u0131 Kurulu (SPK), SASA Polyester Sanayi’nin 2 milyon 582 bin 311 lira tutar\u0131ndaki bedelli sermaye art\u0131r\u0131m\u0131 ba\u015fvurusunu onaylad\u0131.<\/p>\n

\n\tTCMB Ba\u015fkan\u0131 Hafize Gaye Erkan, y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc Enflasyon Raporu’nun tan\u0131t\u0131m\u0131 toplant\u0131s\u0131nda yapt\u0131\u011f\u0131 konu\u015fmada, 2023 y\u0131l sonu enflasyon tahminini y\u00fczde 58’e y\u00fckselttiklerini, 2024 sonu tahminini y\u00fczde 33’e g\u00fcncellediklerini ve 2025 y\u0131l sonunda enflasyonun y\u00fczde 15’e gerileyece\u011fini tahmin ettiklerini bildirdi.<\/p>\n

\n\tTCMB ba\u015fkan yard\u0131mc\u0131lar\u0131 Emrah \u015eener, Taha \u00c7akmak ve Mustafa Duman g\u00f6revden al\u0131n\u0131rken, yerlerine Osman Cevdet Ak\u00e7ay, Fatih Karahan ve Hatice Karahan atand\u0131.<\/p>\n

\n\tT\u00fcrkiye’nin 5 y\u0131ll\u0131k kredi risk primi (CDS), 392,7 baz puana d\u00fc\u015ferek 17 Eyl\u00fcl 2021’den bu yana en d\u00fc\u015f\u00fck seviyeye geriledi.<\/p>\n

\n\tT\u00fcrkiye’nin yeni ekonomi y\u00f6netimine ili\u015fkin geli\u015fmeler varl\u0131k fiyatlar\u0131 \u00fczerinde etkili olmay\u0131 s\u00fcrd\u00fcr\u00fcrken, Enflasyon Raporu sunumunu ger\u00e7ekle\u015ftiren T\u00fcrkiye TCMB Ba\u015fkan\u0131 Erkan’\u0131n a\u00e7\u0131klamalar\u0131 piyasalarda olumlu kar\u015f\u0131land\u0131.<\/p>\n

\n\tAnalistler, TCMB Ba\u015fkan\u0131 olmas\u0131n\u0131n ard\u0131ndan ilk kez bas\u0131n\u0131n kar\u015f\u0131s\u0131na ge\u00e7en Erkan’\u0131n merkez bankac\u0131l\u0131\u011f\u0131 ad\u0131na ileti\u015fim tarz\u0131n\u0131n olduk\u00e7a ba\u015far\u0131l\u0131 bulundu\u011funu ifade ederek, enflasyon beklentilerindeki yukar\u0131 y\u00f6nl\u00fc g\u00fc\u00e7l\u00fc revizyona kar\u015f\u0131n T\u00fcrk liras\u0131 varl\u0131klara olan risk i\u015ftah\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

\n\tFiyat istikrar\u0131 konusunda at\u0131lacak ad\u0131mlara ili\u015fkin yol haritas\u0131n\u0131n yava\u015f yava\u015f belirginle\u015fmeye ba\u015flad\u0131\u011f\u0131 bu s\u00fcre\u00e7te Erkan’\u0131n piyasalara g\u00fcven verdi\u011fini aktaran analistler, TCMB y\u00f6netimindeki g\u00f6rev de\u011fi\u015fiminin de bu g\u00fcveni peki\u015ftirdi\u011fini belirtti.<\/p>\n

\n\tGelecek hafta sal\u0131 g\u00fcn\u00fc imalat sanayi PMI, per\u015fembe g\u00fcn\u00fc enflasyon, cuma g\u00fcn\u00fc T\u00dcFE bazl\u0131 reel efektif reel d\u00f6viz kuru takip edilecek.<\/p>\n

\n\tDolar\/TL ise haftay\u0131, bir \u00f6nceki hafta kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,2 alt\u0131nda 26,9173 seviyesinden tamamlad\u0131.<\/p>\n

\n\tAnalistler, teknik a\u00e7\u0131dan BIST 100 endeksinde 7.100 seviyesinin diren\u00e7, 6.800 ve 6.700 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n

\n\tEkonomistler, temmuz ay\u0131nda T\u00fcketici Fiyat Endeksi’nin (T\u00dcFE) y\u00fczde 9,07 artmas\u0131n\u0131 bekliyor. Ekonomistlerin temmuz ay\u0131 enflasyon beklentilerinin ortalamas\u0131na (y\u00fczde 9,07) g\u00f6re bir \u00f6nceki ay y\u00fczde 38,21 olan y\u0131ll\u0131k enflasyonun y\u00fczde 47,27’ye \u00e7\u0131kaca\u011f\u0131 hesaplan\u0131yor.<\/p>\n

\n\t\u00d6te yandan, ekonomistlerin 2023 sonu enflasyon beklentisi temmuzda y\u00fczde 42,07’den 61,01’e y\u00fckseldi.\u00a0<\/p>\n

\n
ET\u0130KETLER<\/div>\n
\n Merkez Bankas\u0131
\n ECB
\n FED
\n Faiz
\n Borsa \u0130stanbul
\n Enflasyon\n <\/div>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

K\u00fcresel piyasalar, merkez bankalar\u0131n\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 faiz kararlar\u0131n\u0131n ard\u0131ndan ge\u00e7en hafta al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izledi….<\/p>\n","protected":false},"author":1,"featured_media":1025,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[505,121,184,122,483],"class_list":["post-1915","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi-haberleri","tag-gundemine","tag-kuresel","tag-odaklandi","tag-piyasalar","tag-veri"],"yoast_head":"\nK\u00fcresel piyasalar veri g\u00fcndemine odakland\u0131 - Es-Exchange Ekonomi Haberleri<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/es-exchange.com\/haberler\/?p=1915\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"K\u00fcresel piyasalar veri g\u00fcndemine odakland\u0131 - 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