{"id":5143,"date":"2023-12-17T15:49:36","date_gmt":"2023-12-17T12:49:36","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=5143"},"modified":"2023-12-17T15:49:36","modified_gmt":"2023-12-17T12:49:36","slug":"kuresel-piyasalar-haftayi-pozitif-tamamladi","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=5143","title":{"rendered":"K\u00fcresel piyasalar haftay\u0131 pozitif tamamlad\u0131"},"content":{"rendered":"
\n

\n\tHafta i\u00e7inde, merkez bankalar\u0131 y\u0131l\u0131n son para politikas\u0131 kararlar\u0131n\u0131 a\u00e7\u0131klarken, gelecek d\u00f6neme ili\u015fkin al\u0131nan sinyallerle faiz indirimlerine gelecek y\u0131l ba\u015flanabilece\u011fine dair beklentiler artt\u0131.<\/p>\n

\n\tFed, politika faizini beklentiler dahilinde de\u011fi\u015ftirmeyerek 22 y\u0131l\u0131n en y\u00fcksek seviyesi olan y\u00fczde 5,25-5,50 aral\u0131\u011f\u0131nda sabit tutarken, bankan\u0131n uzun bir aran\u0131n ard\u0131ndan ilk defa g\u00fcvercin bir mesaj verdi\u011fi g\u00f6r\u00fcld\u00fc.<\/p>\n

\n\tBankadan yap\u0131lan tahminler gelecek y\u0131l toplamda 75 baz puanl\u0131k faiz indirimi yap\u0131labilece\u011fi ihtimalini ortaya koydu.<\/p>\n

\n\tPara politikas\u0131 karar metninde enflasyonun y\u0131l boyunca yava\u015flad\u0131\u011f\u0131na i\u015faret edilirken, enflasyon tahminleri bu y\u0131l i\u00e7in y\u00fczde 3,3’ten y\u00fczde 2,8’e, 2024 i\u00e7in y\u00fczde 2,5’ten y\u00fczde 2,4’e ve 2025 i\u00e7in y\u00fczde 2,2’den y\u00fczde 2,1’e d\u00fc\u015f\u00fcr\u00fcld\u00fc.<\/p>\n

\n\tDe\u011fi\u015fken enerji ve g\u0131da fiyatlar\u0131n\u0131 i\u00e7ermeyen \u00e7ekirdek enflasyona ili\u015fkin tahminler de a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edildi. \u00c7ekirdek enflasyona y\u00f6nelik \u00f6ng\u00f6r\u00fcler bu y\u0131l i\u00e7in y\u00fczde 3,7’den y\u00fczde 3,2’ye, 2024 i\u00e7in y\u00fczde 2,6’dan y\u00fczde 2,4’e ve 2025 i\u00e7in y\u00fczde 2,3’ten y\u00fczde 2,2’ye indirildi. Fed’in 2026 y\u0131l\u0131 \u00e7ekirdek enflasyon tahmini ise y\u00fczde 2’de sabit tutuldu.<\/p>\n

\n\tB\u00fcy\u00fcme tahminleri ise bu y\u0131l i\u00e7in y\u00fczde 2,1’den 2,6’ya y\u00fckseltilirken, gelecek y\u0131l i\u00e7in y\u00fczde 1,5’ten y\u00fczde 1,4’e d\u00fc\u015f\u00fcr\u00fcld\u00fc. B\u00fcy\u00fcme tahmini 2025 y\u0131l\u0131 i\u00e7in y\u00fczde 1,8’de b\u0131rak\u0131ld\u0131, 2026 i\u00e7in y\u00fczde 1,8’den 1,9’a \u00e7\u0131kar\u0131ld\u0131.<\/p>\n

\n\t\u0130\u015fsizlik oran\u0131na ili\u015fkin tahminler ise bu y\u0131l i\u00e7in y\u00fczde 3,8, gelecek y\u0131l i\u00e7in y\u00fczde 4,1 ve 2025 i\u00e7in y\u00fczde 4,1’de sabit tutuldu. 2026 y\u0131l\u0131na ili\u015fkin i\u015fsizlik oran\u0131 \u00f6ng\u00f6r\u00fcs\u00fc ise y\u00fczde 4’ten 4,1’e y\u00fckseltildi.<\/p>\n

\n\tEkonomiye ili\u015fkin tahminlerini a\u00e7\u0131klayan Fed, federal fon oran\u0131na ili\u015fkin tahminini bu y\u0131l sonu i\u00e7in eyl\u00fclde \u00f6ng\u00f6rd\u00fc\u011f\u00fc y\u00fczde 5,6 seviyesinden y\u00fczde 5,4 seviyesine \u00e7ekti.<\/p>\n

\n\tFed’in federal fon oran\u0131na ili\u015fkin 2024 y\u0131l\u0131 tahmini y\u00fczde 5,1’den 4,6’ya, 2025 y\u0131l\u0131 i\u00e7in y\u00fczde 3,9’dan 3,6’ya indirildi.<\/p>\n

\n\tFed’in 2026 y\u0131l\u0131na ili\u015fkin faiz \u00f6ng\u00f6r\u00fcs\u00fc ise y\u00fczde 2,9 olarak korundu. Uzun d\u00f6nem ortalama faiz beklentisi de y\u00fczde 2,5’te tutuldu.<\/p>\n

\n\tKarar\u0131n ard\u0131ndan Fed Ba\u015fkan\u0131 Jerome Powell, s\u0131k\u0131la\u015ft\u0131rma d\u00f6ng\u00fcs\u00fcnde politika faizinin muhtemelen zirvede veya zirveye yak\u0131n oldu\u011funa inand\u0131klar\u0131n\u0131 belirterek, banka yetkililerinin ise faiz oranlar\u0131n\u0131n daha da art\u0131r\u0131lmas\u0131n\u0131 uygun bulmamas\u0131na ra\u011fmen bu olas\u0131l\u0131\u011f\u0131 masadan kald\u0131rmak da istemedi\u011fini aktard\u0131.<\/p>\n

\n\tPara piyasalar\u0131ndaki fiyatlamalarda, Fed’in martta faiz indirimlerine ba\u015flama ihtimali y\u00fczde 70, may\u0131sta ba\u015flama ihtimali ise y\u00fczde 95’te bulunuyor.<\/p>\n

\n\tFed’in gelecek y\u0131l faiz indirimlerine ba\u015flayabilece\u011finin sinyalini vermesi ve a\u00e7\u0131klanan verilerin ekonomide “yumu\u015fak ini\u015f” umutlar\u0131n\u0131 desteklemesiyle k\u00fcresel pay piyasalar\u0131nda risk i\u015ftah\u0131 artt\u0131.<\/p>\n

\n\tAnalistler, piyasalarda Fed’in faiz indirimlerine gelecek y\u0131l daha erken ve daha h\u0131zl\u0131 ba\u015flayabilece\u011finin fiyatland\u0131\u011f\u0131n\u0131 belirterek, bankadan yap\u0131lan tahminlerde gelecek y\u0131l \u00fc\u00e7 kez faiz indirimine gidilebilece\u011finin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc s\u00f6yledi.<\/p>\n

\n\tABD Hazine Bakan\u0131 Janet Yellen da a\u00e7\u0131klamalarda bulunurken, \u00fclkede enflasyonun “anlaml\u0131” bir \u015fekilde d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc ve Fed’in hedefine inmemesi i\u00e7in hi\u00e7bir neden g\u00f6remedi\u011fini s\u00f6yledi.<\/p>\n

\n\tUluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings k\u00fcresel finans kurulu\u015flar\u0131n\u0131n \u00e7o\u011funun g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn y\u00fcksek faizlere uyum sa\u011flamalar\u0131 sayesinde n\u00f6tr oldu\u011funu ancak ABD ve \u00c7in’de bankac\u0131l\u0131k sekt\u00f6r\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn k\u00f6t\u00fcle\u015fti\u011fini bildirdi.<\/p>\n

\n\t\u00d6te yandan, ABD’de Finansal \u0130stikrar G\u00f6zetim Konseyi, bu y\u0131l ilk kez finansal hizmetlerde yapay zekan\u0131n kullan\u0131m\u0131n\u0131 finansal sistemde ortaya \u00e7\u0131kan bir k\u0131r\u0131lganl\u0131k olarak tan\u0131mlad\u0131.<\/p>\n

\n\tUzun bir s\u00fcredir ekonomik kriz ya\u015fayan Arjantin’de h\u00fck\u00fcmet, mali krizle m\u00fccadele kapsam\u0131nda, Arjantin pesosunu, dolar kar\u015f\u0131s\u0131nda y\u00fczde 50’den fazla deval\u00fce edece\u011fini ve kamu harcamalar\u0131n\u0131 k\u0131s\u0131tlayaca\u011f\u0131n\u0131 duyurdu.<\/p>\n

\n\tBu geli\u015fmelerle 3,88 ile 27 Temmuz’dan bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6ren ABD’nin 10 y\u0131ll\u0131k tahvil faizi haftay\u0131 yakla\u015f\u0131k 32 baz puan azal\u0131\u015fla 3,9140’tan tamamlad\u0131.<\/p>\n

\n\t101,8 seviyesini test ederek yakla\u015f\u0131k son 4 ay\u0131n en d\u00fc\u015f\u00fck seviyesine inen dolar endeksi de haftal\u0131k bazda y\u00fczde 1,4 azalarak 102,6’ya geriledi. Alt\u0131n\u0131n ons fiyat\u0131 ise y\u00fczde 0,8 art\u0131\u015fla 2018,6 seviyesine y\u00fckseldi.<\/p>\n

\n\tABD ekonomisinin yumu\u015fak ini\u015f yapabilece\u011fi ihtimali ve petrol talebini endi\u015fe edildi\u011fi kadar d\u00fc\u015fmeyece\u011fine y\u00f6nelik beklentilerle Brent petrol\u00fcn varil fiyat\u0131 da haftay\u0131 y\u00fczde 1,4 y\u00fckseli\u015fle 77 dolardan tamamlad\u0131.<\/p>\n

\n\tNew York borsas\u0131nda pozitif seyir izlendi<\/strong><\/p>\n

\n\tFed’in faiz karar\u0131yla birlikte ABD’de makroekonomik verilerden al\u0131nan sinyaller \u00fclke ekonomisinin yumu\u015fak ini\u015f yapabilece\u011fine ili\u015fkin \u00f6ng\u00f6r\u00fcleri desteklerken, New York borsas\u0131nda da pozitif bir seyir izlendi.<\/p>\n

\n\tNew York Fed, kas\u0131m ay\u0131na ait T\u00fcketici Beklentileri Anketi’nin sonu\u00e7lar\u0131n\u0131 yay\u0131mlad\u0131. Buna g\u00f6re, Amerikal\u0131 t\u00fcketicilerin k\u0131sa vadeli enflasyon beklentisi kas\u0131mda y\u00fczde 3,4 ile Nisan 2021’den bu yana en d\u00fc\u015f\u00fck seviyesine indi.<\/p>\n

\n\tABD’de a\u00e7\u0131klanan T\u00fcketici Fiyat Endeksi (T\u00dcFE), kas\u0131mda ayl\u0131k bazda de\u011fi\u015fim g\u00f6stermeyece\u011fi y\u00f6n\u00fcndeki piyasa beklentilerinin aksine y\u00fczde 0,1 artarken, y\u0131ll\u0131k bazda y\u00fczde 3,1 art\u0131\u015fla \u00f6ng\u00f6r\u00fcler do\u011frultusunda ger\u00e7ekle\u015fti. Yava\u015flamaya devam eden y\u0131ll\u0131k enflasyon 5 ay\u0131n en d\u00fc\u015f\u00fck seviyesini kaydetti.<\/p>\n

\n\tDe\u011fi\u015fken enerji ve g\u0131da fiyatlar\u0131n\u0131 i\u00e7ermeyen \u00e7ekirdek T\u00dcFE ise beklentilere paralel kas\u0131mda ayl\u0131k y\u00fczde 0,3 ve y\u0131ll\u0131k y\u00fczde 4 artt\u0131. Bu d\u00f6nemde \u00e7ekirdek enflasyon y\u0131ll\u0131k bazda 2 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesinde kalmaya devam etti.<\/p>\n

\n\t\u00dclkede \u00dcretici Fiyat Endeksi (\u00dcFE), kas\u0131mda ayl\u0131k bazda de\u011fi\u015fim g\u00f6stermezken, y\u0131ll\u0131k bazda y\u00fczde 0,9 art\u0131\u015fla beklentilerin alt\u0131nda kald\u0131.
\n\t\u00d6te yandan, s\u00f6z konusu enflasyon verilerinin ard\u0131ndan ABD’de S&P 500 Endeksindeki dalgalanmay\u0131 g\u00f6steren ve “korku endeksi” olarak da bilinen VIX Endeksi, 4 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi.<\/p>\n

\n\tABD’de perakende sat\u0131\u015flar ise kas\u0131mda azal\u0131\u015f beklentilerinin aksine ayl\u0131k bazda y\u00fczde 0,3’l\u00fck art\u0131\u015f kaydetti. \u00dclkede, ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131, 9 Aral\u0131k ile biten haftada 202 bine d\u00fc\u015ferek piyasa beklentilerinin alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n

\n\tFed New York \u015eubesi’nin a\u00e7\u0131klad\u0131\u011f\u0131 imalat endeksi, aral\u0131kta eksi 14,5’e d\u00fc\u015ferek imalat sekt\u00f6r\u00fcnde daralma ya\u015fand\u0131\u011f\u0131n\u0131 g\u00f6sterdi. ABD’de sanayi \u00fcretimi ise kas\u0131mda ayl\u0131k bazda y\u00fczde 0,2 artarak piyasa beklentilerinin alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n

\n\t\u00dclkede, ABD’de imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), aral\u0131kta ayl\u0131k 1,2 puan azalarak 48,2 ile 4 ay\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta, New York borsas\u0131nda haftay\u0131 Nasdaq endeksi y\u00fczde 2,85, S&P 500 endeksi y\u00fczde 2,39, Dow Jones endeksi ise y\u00fczde 2,92 y\u00fckseli\u015fle tamamlad\u0131.<\/p>\n

\n\t18 Aral\u0131k ile ba\u015flayan haftada sal\u0131 in\u015faat izinleri ve konut ba\u015flang\u0131\u00e7lar\u0131, \u00e7ar\u015famba 2. el konut sat\u0131\u015flar\u0131, Conference Board t\u00fcketici g\u00fcven endeksi, per\u015fembe haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, b\u00fcy\u00fcme, \u00f6nc\u00fc g\u00f6stergeler endeksi, cuma ki\u015fisel gelir ve harcamalar, dayan\u0131kl\u0131 mal sipari\u015fleri, yeni konut sat\u0131\u015flar\u0131, Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi a\u00e7\u0131klanacak.<\/p>\n

\n\tAvrupa borsalar\u0131 ECB ve BoE kararlar\u0131 sonras\u0131nda haftay\u0131 kar\u0131\u015f\u0131k seyirle tamamlad\u0131<\/strong><\/p>\n

\n\tAvrupa taraf\u0131nda da Fed’in ard\u0131ndan Avrupa Merkez Bankas\u0131 (ECB) ve \u0130ngiltere Merkez Bankas\u0131 (BoE) y\u0131l\u0131n son toplant\u0131s\u0131nda faizleri sabit b\u0131rak\u0131rken, ECB Ba\u015fkan\u0131 Christine Lagarde, faiz indirimleri i\u00e7in zamana de\u011fil verilere ba\u011fl\u0131 kalacaklar\u0131n\u0131 s\u00f6yledi.<\/p>\n

\n\tBoE’nin politika faizini beklentiler do\u011frultusunda son 15 y\u0131l\u0131n en y\u00fcksek seviyesi olan y\u00fczde 5,25’te sabit b\u0131rakmas\u0131n\u0131n ard\u0131ndan bankadan yap\u0131lan a\u00e7\u0131klamada, banka tahminlerinin politika faizinin 2024’\u00fcn \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fine kadar y\u00fczde 5,25’te kalmas\u0131 ve 2026 sonunda kademeli olarak y\u00fczde 4,25’e d\u00fc\u015f\u00fcr\u00fclmesi y\u00f6n\u00fcnde oldu\u011fu ifade edildi.<\/p>\n

\n\tAnalistler, BoE’nin d\u00fcnk\u00fc mesajlar\u0131nda “\u015fahin” tutum sergileyerek olas\u0131 bir faiz indirimine ili\u015fkin beklentileri \u00f6teledi\u011fini bildirdi. Bu geli\u015fmelerle 1,1000 seviyesinin \u00fczerini test eden avro\/dolar paritesi haftay\u0131 y\u00fczde 1,2 art\u0131\u015fla 1,0895’ten kapatt\u0131.<\/p>\n

\n\tAvrupa’da a\u00e7\u0131klanan veriler ekonomik aktiviteye dair olumlu sinyaller verdi. Almanya’da ZEW Ekonomik G\u00fcven Endeksi, b\u00fct\u00e7e krizine ra\u011fmen Avrupa Merkez Bankas\u0131ndan (ECB) orta vadede faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrece\u011fine y\u00f6nelik beklentilerin artmas\u0131yla aral\u0131kta tahminleri a\u015farak 12,8’e \u00e7\u0131karken, Avro B\u00f6lgesi’nde de 20,3’e y\u00fckseldi.<\/p>\n

\n\tAlman M\u00fchendisler Derne\u011fi (VDMA), Almanya\u2019n\u0131n makine m\u00fchendisli\u011fi \u00fcretiminde bu y\u0131l i\u00e7in y\u00fczde 1\u2019lik ve gelecek y\u0131l i\u00e7in de y\u00fczde 4’l\u00fck d\u00fc\u015f\u00fc\u015f beklendi\u011fini bildirdi.<\/p>\n

\n\tEnflasyon ve resesyon ikileminin en fazla hissedildi\u011fi b\u00f6lge olarak \u00f6ne \u00e7\u0131kan Avro B\u00f6lgesi’nde, sanayi \u00fcretimi ekimde ayl\u0131k 0,7 ve y\u0131ll\u0131k y\u00fczde 6,6 gerilerken, \u0130ngiltere’de de sanayi \u00fcretimi ayl\u0131k y\u00fczde 0,8 azal\u0131\u015fla beklentilerin alt\u0131nda kald\u0131.<\/p>\n

\n\tAlmanya Merkez Bankas\u0131 (Bundesbank), \u00fclke ekonomisinin zay\u0131f d\u0131\u015f talep ve sanayi \u00fcretiminin yava\u015flamas\u0131 nedeniyle bu y\u0131l y\u00fczde 0,1 k\u00fc\u00e7\u00fclmesinin bekledi\u011fini bildirdi.<\/p>\n

\n\t\u00d6te yandan, Avrupa Birli\u011fi (AB) Komisyonu, Ukrayna’n\u0131n yeniden in\u015fas\u0131na yard\u0131mc\u0131 olmak i\u00e7in dondurulan Rus varl\u0131klar\u0131ndan elde edilen gelirlerin farkl\u0131 bir hesaba aktar\u0131lmas\u0131na y\u00f6nelik plan haz\u0131rlad\u0131.<\/p>\n

\n\tAyr\u0131ca, Fitch Ratings, Avrupa konut piyasalar\u0131n\u0131n \u00e7o\u011funda 2024 y\u0131l\u0131nda \u0131l\u0131ml\u0131 bir fiyat art\u0131\u015f\u0131n\u0131n g\u00f6r\u00fclmesinin beklendi\u011fini bildirdi. Avrupa Birli\u011fi (AB) \u00fcyesi \u00fclkelerin liderleri, Rusya’ya y\u00f6nelik, elmas ticareti yasa\u011f\u0131n\u0131 da i\u00e7erecek 12. yapt\u0131r\u0131m paketinde anla\u015fma sa\u011flad\u0131.<\/p>\n

\n\tD\u00fcn Uluslararas\u0131 Para Fonu (IMF) \u0130cra Direkt\u00f6rleri Kurulu, Ukrayna i\u00e7in 15,6 milyar dolarl\u0131k kredi program\u0131n\u0131n ikinci incelemesini tamamlarken, 900 milyon dolarl\u0131k \u00f6demenin yap\u0131lmas\u0131na onay verdi.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta Almanya’da DAX endeksi y\u00fczde 0,05, \u0130talya’da MIB 30 endeksi y\u00fczde 0,09 azal\u0131rken, Fransa’da CAC 40 endeksi y\u00fczde 0,93 ve \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,29 de\u011fer kazand\u0131.<\/p>\n

\n\tGelecek hafta pazartesi Ifo i\u015f d\u00fcnyas\u0131 g\u00fcven endeksi, sal\u0131 Avro B\u00f6lgesinde T\u00dcFE, \u00e7ar\u015famba Almanya’da \u00dcFE, \u0130ngiltere’de T\u00dcFE, cuma \u0130ngiltere’de b\u00fcy\u00fcme izlenecek.<\/p>\n

\n\tAsya borsalar\u0131nda \u00c7in hari\u00e7 al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyretti<\/strong><\/p>\n

\n\tFed’in gelecek y\u0131l faiz indirimlerine ba\u015flayabilece\u011fine i\u015faret etmesi ve ilk faiz indirimine martta ba\u015flama ihtimalinin y\u00fckselmesiyle artan risk i\u015ftah\u0131 Asya piyasalar\u0131na da ta\u015f\u0131nd\u0131.<\/p>\n

\n\t\u00c7in pay piyasalar\u0131ndaki d\u00fc\u015f\u00fc\u015fe emlak sekt\u00f6r\u00fc \u00f6nc\u00fcl\u00fck etti. \u00c7in h\u00fck\u00fcmetinin, ekonominin hangi alanlar\u0131n\u0131 destekleyece\u011fine ili\u015fkin belirsizlik s\u0131cakl\u0131\u011f\u0131n\u0131 korurken, analistler, h\u00fck\u00fcmetin sanayi politikas\u0131na \u00f6ncelik verebilece\u011fini belirtti.<\/p>\n

\n\t\u00c7in’de sanayi \u00fcretimi kas\u0131mda y\u0131ll\u0131k y\u00fczde 6,6 ile beklentileri a\u015farken, perakende sat\u0131\u015flar y\u0131ll\u0131k y\u00fczde 10,1 art\u0131\u015fla tahminlerin alt\u0131nda kald\u0131.<\/p>\n

\n\tJaponya’da a\u00e7\u0131klanan verilere g\u00f6re, sanayi \u00fcretimi ayl\u0131k y\u00fczde 1,3 art\u0131\u015fla beklentileri a\u015farken, kapasite kullan\u0131m oran\u0131 y\u00fczde 1,5 oldu.<\/p>\n

\n\tJaponya’da \u00f6nc\u00fc imalat sanayi PMI 47,7 ile \u00f6ng\u00f6r\u00fclerin alt\u0131nda kal\u0131rken, hizmet sekt\u00f6r\u00fc PMI 52 oldu.<\/p>\n

\n\t\u00dclkede, \u00fcretici fiyatlar\u0131n\u0131n kas\u0131mda neredeyse \u00fc\u00e7 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine gerilemesi, Japonya Merkez Bankas\u0131n\u0131n (BoJ) enflasyonist bask\u0131n\u0131n hafifledi\u011fine ili\u015fkin g\u00f6r\u00fc\u015f\u00fcn\u00fc destekledi. Japonya’da \u00dcretici Fiyat Endeksi (\u00dcFE) kas\u0131mda ayl\u0131k y\u00fczde 0,2 , y\u0131ll\u0131k y\u00fczde 0,3 artt\u0131.<\/p>\n

\n\t\u00d6te yandan, Fed’in g\u00fcvercin mesajlar\u0131n\u0131n ard\u0131ndan dolar\u0131n g\u00fc\u00e7 kaybetmesiyle 141 ile son 5 ay\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6ren dolar\/yen paritesi haftay\u0131 y\u00fczde 1,8 azal\u0131\u015fla 142,24’ten tamamlad\u0131.<\/p>\n

\n\tJaponya Merkez Bankas\u0131n\u0131n (BoJ) gelecek hafta alaca\u011f\u0131 para politikas\u0131 kararlar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunurken, analistler, bankan\u0131n normalle\u015fme ad\u0131mlar\u0131n\u0131n ilk sinyallerini verebilece\u011fi y\u00f6n\u00fcndeki beklentilerin g\u00fc\u00e7lenmeye devam etti\u011fini bildirdi.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle haftal\u0131k bazda \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,91 de\u011fer kaybederken, Hong Kong’da Hang Seng endeksi y\u00fczde 2,80, Japonya’da Nikkei 225 endeksi y\u00fczde 2,05, G\u00fcney Kore’de Kospi endeksi y\u00fczde 1,81 de\u011fer kazand\u0131.<\/p>\n

\n\tGelecek hafta sal\u0131 BoJ faiz karar\u0131, \u00e7ar\u015famba Japonya’da d\u0131\u015f ticaret dengesi, cuma Japonya’da T\u00dcFE takip edilecek.<\/p>\n

\n\tYurt i\u00e7inde g\u00f6zler TCMB’nin faiz karar\u0131na \u00e7evrildi<\/strong><\/p>\n

\n\tYurt i\u00e7inde ge\u00e7en hafta Borsa \u0130stanbul’da BIST 100 endeksi y\u00fczde 1,01 art\u0131\u015fla 7.993,85 puandan tamamlad\u0131.<\/p>\n

\n\tDolar\/TL, haftay\u0131 bir \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,01 \u00fczerinde 28,9901’den tamamlad\u0131.<\/p>\n

\n\tGe\u00e7en hafta D\u0131\u015f Ekonomik \u0130li\u015fkiler Kurulunun (DE\u0130K) Y\u00f6netim Kurulu Toplant\u0131s\u0131’na kat\u0131lan, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Ba\u015fkan\u0131 Dr. Hafize Gaye Erkan, fiyat istikrar\u0131n\u0131n reel sekt\u00f6r a\u00e7\u0131s\u0131ndan \u00f6nemine dikkati \u00e7ekerek, merkez bankalar\u0131n\u0131n toplumsal refaha katk\u0131lar\u0131n\u0131n ancak fiyat istikrar\u0131na odaklanan para politikas\u0131yla ger\u00e7ekle\u015fti\u011fini ifade etti.<\/p>\n

\n\tErkan, \u200b\u200b\u200b\u200b\u200b\u200b\u200bT\u00fcrkiye \u0130hracat\u00e7\u0131lar Meclisi (T\u0130M) Sekt\u00f6rler Konseyi toplant\u0131s\u0131nda da T\u00fcrk liras\u0131na ge\u00e7i\u015f zaman\u0131n\u0131n geldi\u011fini belirterek, “Bunun en do\u011frudan yans\u0131malar\u0131n\u0131 mevduat geli\u015fmelerinde g\u00f6r\u00fcyoruz.” dedi.<\/p>\n

\n\tYeni ekonomi y\u00f6netiminin att\u0131\u011f\u0131 ad\u0131mlarla may\u0131s sonundan bu yana d\u00fc\u015f\u00fc\u015f e\u011filiminde hareket eden T\u00fcrkiye’nin 5 y\u0131ll\u0131k kredi risk primi (CDS) de Mart 2021’den bu yana ilk kez 300 baz puan\u0131n alt\u0131na gerileyerek 290 baz puana indi.<\/p>\n

\n\tUluslararas\u0131 Yat\u0131r\u0131mc\u0131lar Derne\u011fi (YASED), ekimde T\u00fcrkiye’ye 1 milyar 188 milyon dolar de\u011ferinde uluslararas\u0131 do\u011frudan yat\u0131r\u0131m giri\u015fi ger\u00e7ekle\u015fti\u011fini bildirdi.<\/p>\n

\n\tBu arada, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Moody’s, T\u00fcrkiye’nin kredi notuna ili\u015fkin de\u011ferlendirme yap\u0131lmad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n

\n\tMoody’s, halihaz\u0131rda T\u00fcrkiye’nin kredi notunu “B3” ve not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc “dura\u011fan” olarak de\u011ferlendiriyor.<\/p>\n

\n\tUluslararas\u0131 Kredi Derecelendirme Kurulu\u015fu Fitch Ratings, ise makro ihtiyati d\u00fczenlemelerin sadele\u015ftirilmesine y\u00f6nelik ad\u0131mlar\u0131n bu y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde T\u00fcrk bankalar\u0131n\u0131n marjlar\u0131n\u0131 destekledi\u011fini bildirdi.<\/p>\n

\n\tTCMB taraf\u0131ndan a\u00e7\u0131klanan verilere g\u00f6re, yurt d\u0131\u015f\u0131nda yerle\u015fik ki\u015filer ge\u00e7en hafta, hisse senetlerinde 13 Kas\u0131m 2020 ve Devlet \u0130\u00e7 Bor\u00e7lanma Senetlerinde (D\u0130BS) de 25 A\u011fustos 2017 haftas\u0131ndan sonraki en y\u00fcksek giri\u015fi ger\u00e7ekle\u015ftirdi.<\/p>\n

\n\tTCMB’nin toplam rezervleri de 8 Aral\u0131k haftas\u0131nda bir \u00f6nceki haftaya g\u00f6re 1 milyar 225 milyon dolar art\u0131\u015fla 141 milyar 374 milyon dolara \u00e7\u0131karak t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n

\n\tGelecek hafta \u00e7ar\u015famba t\u00fcketici g\u00fcven endeksi, per\u015fembe TCMB’nin Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131nda a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131 takip edilecek.<\/p>\n

\n\tTCMB’nin PPK toplant\u0131s\u0131na ili\u015fkin AA Finans’\u0131n beklenti anketine kat\u0131lan ekonomistler, bir hafta vadeli repo ihale faiz oran\u0131n\u0131n (politika faizi) 250 baz puan art\u0131rarak y\u00fczde 42,50’ye \u00e7\u0131kar\u0131laca\u011f\u0131n\u0131 tahmin ediyor.<\/p>\n

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

Hafta i\u00e7inde, merkez bankalar\u0131 y\u0131l\u0131n son para politikas\u0131 kararlar\u0131n\u0131 a\u00e7\u0131klarken, gelecek d\u00f6neme ili\u015fkin al\u0131nan sinyallerle…<\/p>\n","protected":false},"author":1,"featured_media":5009,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[3844,121,122,123,674],"class_list":["post-5143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi-haberleri","tag-haftayi","tag-kuresel","tag-piyasalar","tag-pozitif","tag-tamamladi"],"yoast_head":"\nK\u00fcresel piyasalar haftay\u0131 pozitif tamamlad\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=5143\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"K\u00fcresel piyasalar haftay\u0131 pozitif tamamlad\u0131 - 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