{"id":5685,"date":"2024-01-06T17:04:12","date_gmt":"2024-01-06T14:04:12","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=5685"},"modified":"2024-01-06T17:04:12","modified_gmt":"2024-01-06T14:04:12","slug":"kuresel-piyasalar-veri-gundemine-odaklandi-12","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=5685","title":{"rendered":"K\u00fcresel piyasalar veri g\u00fcndemine odakland\u0131"},"content":{"rendered":"
\n

\n\t\u00d6nemli merkez bankalar\u0131n\u0131n, enflasyonla m\u00fccadele kapsam\u0131nda yakla\u015f\u0131k son 2 y\u0131ld\u0131r s\u00fcrd\u00fcrd\u00fc\u011f\u00fc \u015fahin para politikalar\u0131n sonuna gelindi\u011fine ili\u015fkin beklentiler g\u00fc\u00e7l\u00fc kalmaya devam etse de faiz indirimlerine piyasa tahminlerinden daha ge\u00e7 ba\u015flanaca\u011f\u0131na dair artan endi\u015feler risk i\u015ftah\u0131n\u0131 olumsuz etkiliyor.<\/p>\n

\n\tGe\u00e7en hafta ABD’de a\u00e7\u0131klanan verilerin, i\u015f g\u00fcc\u00fc piyasas\u0131nda s\u0131k\u0131 duru\u015fun devam etti\u011fine i\u015faret etmesi, Fed’in gelecek d\u00f6nem politika ad\u0131mlar\u0131na y\u00f6nelik fiyatlamalar\u0131 zorla\u015ft\u0131r\u0131yor.<\/p>\n

\n\t\u00dclkede a\u00e7\u0131klanan verilere g\u00f6re, ADP \u00f6zel sekt\u00f6r istihdam\u0131, ge\u00e7en y\u0131l\u0131n aral\u0131k ay\u0131nda 164 bin ki\u015fiyle piyasa beklentilerinin \u00fczerinde art\u0131\u015f kaydetti. \u00dccret art\u0131\u015f\u0131ndaki yava\u015flama ise eyl\u00fcl 2022’den bu yana s\u00fcrerken, y\u0131ll\u0131k \u00fccret ge\u00e7en y\u0131l\u0131n son ay\u0131nda y\u00fczde 5,4 artt\u0131.<\/p>\n

\n\tABD’de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131 da 30 Aral\u0131k ile biten haftada 202 bine gerileyerek piyasa beklentilerinin alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n

\n\tJOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131, ge\u00e7en y\u0131l kas\u0131mda 8 milyon 790 bine inerek mart 2021’den bu yana en d\u00fc\u015f\u00fck seviyesini kaydetti.<\/p>\n

\n\tABD’de tar\u0131m d\u0131\u015f\u0131 istihdam, ge\u00e7en y\u0131l\u0131n aral\u0131k ay\u0131nda 216 bin ki\u015fi artarak beklentilerin \u00fczerinde ger\u00e7ekle\u015firken, i\u015fsizlik oran\u0131 de\u011fi\u015fim g\u00f6stermeyerek y\u00fczde 3,7 oldu. Fed’in dikkatle izledi\u011fi ortalama saatlik kazan\u00e7 ise y\u00fczde 0,4 ile beklentilerin \u00fczerinde artt\u0131.<\/p>\n

\n\tAnalistler, JOLTS verilerinin i\u015f g\u00fcc\u00fc piyasas\u0131nda so\u011fuma sinyali vermesine kar\u015f\u0131n beklenenden fazla artan tar\u0131m d\u0131\u015f\u0131 istihdam ve ADP \u00f6zel sekt\u00f6r istihdam\u0131 ile tahminlerden daha fazla gerileyen i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n ABD’de i\u015f g\u00fcc\u00fc piyasas\u0131ndaki g\u00fc\u00e7l\u00fc duru\u015fun s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fini dile getirdi.<\/p>\n

\n\tABD Hazine Bakan\u0131 Janet Yellen ise istihdam verilerinin a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan verdi\u011fi r\u00f6portajda, ABD ekonomisinin \u015fu anda “yumu\u015fak ini\u015f” yolunda oldu\u011funu bildirdi.<\/p>\n

\n\tY\u0131l ba\u015f\u0131nda, para piyasalar\u0131nda Fed’in mart toplant\u0131s\u0131nda faiz indirimlerine ba\u015flama ihtimali y\u00fczde 85 ile fiyatlan\u0131rken, s\u00f6z konusu verilerin ard\u0131nda bu ihtimal y\u00fczde 70’e geriledi.<\/p>\n

\n\t\u00d6te yandan, ge\u00e7en hafta ba\u015f\u0131nda a\u00e7\u0131klanan Federal A\u00e7\u0131k Piyasa Komitesinin (FOMC) ge\u00e7en y\u0131l\u0131n son toplant\u0131s\u0131na ait tutanaklar\u0131nda, banka yetkililerinin politika faizinin zirvede veya zirveye yak\u0131n oldu\u011funu ve 2024’te faiz indirimlerine ba\u015flan\u0131laca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc ancak enflasyon a\u00e7\u0131k\u00e7a d\u00fc\u015fene kadar para politikas\u0131n\u0131n bir s\u00fcre daha k\u0131s\u0131tlay\u0131c\u0131 kalmas\u0131n\u0131n uygun olaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcnde oldu\u011funu ortaya koydu.<\/p>\n

\n\tTutanaklar\u0131n yan\u0131 s\u0131ra Fed yetkililerinin s\u00f6zle y\u00f6nlendirmeleri de takip edilirken Richmond Fed Ba\u015fkan\u0131 Thomas Barkin, enflasyonda ilerleme kaydedildi\u011fini ancak daha fazla s\u0131k\u0131la\u015fma olas\u0131l\u0131\u011f\u0131n\u0131n da devam etti\u011fini yineledi. Barkin, ABD ekonomisinde “yumu\u015fak ini\u015fin” daha olas\u0131 g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fc ancak kesin olmad\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n

\n\tFed’in faiz indirimlerine beklentilerden daha ge\u00e7 ba\u015flayabilece\u011fine y\u00f6nelik ihtimallerin g\u00fc\u00e7lenmesi tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131na neden olurken, ABD 10 y\u0131ll\u0131k tahvil faizi bu hafta 12 baz puan art\u0131\u015fla y\u00fczde 4,10’a \u00e7\u0131kt\u0131.<\/p>\n

\n\tDolar endeksi, \u00fcst \u00fcste \u00fc\u00e7 haftal\u0131k d\u00fc\u015f\u00fc\u015f serisini ge\u00e7en hafta y\u00fczde 1,1’lik art\u0131\u015fla 102,4 seviyesinde sonland\u0131r\u0131rken, alt\u0131n\u0131n ons fiyat\u0131 da \u00fc\u00e7 haftal\u0131k y\u00fckseli\u015f serisini y\u00fczde 0,9 azal\u0131\u015f g\u00f6stererek 2 bin 45 dolardan bitirdi.<\/p>\n

\n\tOrta Do\u011fu’da gerilimin ge\u00e7en hafta artmas\u0131, petrol fiyatlar\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc desteklerken, Brent petrol\u00fcn varil fiyat\u0131 haftay\u0131 y\u00fczde 2,5 y\u00fckseli\u015fle 78,8 dolardan tamamlad\u0131.<\/p>\n

\n\tHafta i\u00e7inde \u0130ran’\u0131n, \u00fclkede meydana gelen iki patlaman\u0131n da sorumlusunun \u0130srail oldu\u011funu belirtmesine kar\u015f\u0131n \u0130srail Ordusu S\u00f6zc\u00fcs\u00fc Daniel Hagari, d\u00fczenledi\u011fi bas\u0131n toplant\u0131s\u0131nda, bir gazetecinin \u0130srail\u2019in \u0130ran\u2019da meydana gelen sald\u0131r\u0131larla alakas\u0131n\u0131n bulunup bulmad\u0131\u011f\u0131na ili\u015fkin sorusuna, “Bu konuda yorum yapmayaca\u011f\u0131m.” \u015feklinde cevap vermesi dikkati \u00e7ekti.<\/p>\n

\n\tNew York borsalar\u0131nda negatif seyir izlendi<\/strong><\/p>\n

\n\tFed’in faizleri ne zaman indirmeye ba\u015flayaca\u011f\u0131na y\u00f6nelik artan belirsizlik risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fclerken, gelecek hafta g\u00f6zler ABD’nin enflasyon verilerine \u00e7evrildi.<\/p>\n

\n\tAnalistler, ABD T\u00fcketici Fiyat Endeksi (T\u00dcFE) verilerinin piyasalarda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini ifade ederek, s\u00f6z konusu veriden Fed’in gelecek d\u00f6nemde ataca\u011f\u0131 ad\u0131mlara ili\u015fkin sinyallerin al\u0131nabilece\u011fini belirtti.<\/p>\n

\n\t\u00dclkede ge\u00e7en hafta a\u00e7\u0131klanan verilere g\u00f6re, hizmet sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) Aral\u0131k 2023’te 0,6 puan art\u0131\u015fla 51,4’e \u00e7\u0131karken, bile\u015fik PMI ayn\u0131 d\u00f6nemde 0,2 puan artarak 50,9’a y\u00fckseldi.<\/p>\n

\n\tTedarik Y\u00f6netim Enstit\u00fcs\u00fcn\u00fcn (ISM) imalat sanayi PMI ise ge\u00e7en y\u0131l aral\u0131kta 47,4 ile beklentileri a\u015ft\u0131. S\u00f6z konusu d\u00f6nemde ya\u015fanan y\u00fckseli\u015fe ra\u011fmen endeks, imalat sekt\u00f6r\u00fcndeki daralman\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi.<\/p>\n

\n\tABD’de ISM hizmet sekt\u00f6r\u00fc PMI’\u0131n, ge\u00e7en y\u0131l aral\u0131kta ayl\u0131k bazda 2,1 puan azal\u0131\u015fla 50,6’ya gerileyerek piyasa beklentilerinin alt\u0131nda kalarak, ABD ekonomisinde a\u011f\u0131rl\u0131\u011f\u0131 fazla olan hizmet sekt\u00f6r\u00fcne ili\u015fkin olumsuz sinyal vermesi \u00fclkenin ekonomik aktivitesine dair soru i\u015fareti olu\u015fturdu.<\/p>\n

\n\t\u00d6te yandan, ABD’nin kamu borcu ise 2023 y\u0131l\u0131nda 2,6 trilyon dolarl\u0131k art\u0131\u015fla 34 trilyon dolara ula\u015f\u0131rken, d\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, ABD’de imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) aral\u0131kta 48,2’den 47,9’a revize edildi.<\/p>\n

\n\tABD’de fabrika sipari\u015fleri, ge\u00e7en y\u0131l kas\u0131mda y\u00fczde 2,6 ile piyasa beklentilerinin \u00fczerinde art\u0131\u015f kaydetti.<\/p>\n

\n\t\u00d6te yandan, d\u00fcn uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings’ten yap\u0131lan “Kuzey Amerika Sekt\u00f6rler Aras\u0131 G\u00f6r\u00fcn\u00fcm 2024” raporuna ili\u015fkin a\u00e7\u0131klamada, g\u00f6r\u00fcn\u00fcm\u00fcn k\u00f6t\u00fcle\u015fmesinde keskin bir \u015fekilde yava\u015flayan ekonomik b\u00fcy\u00fcme, y\u00fcksek i\u015fsizlik ve devam eden s\u0131k\u0131 finansman ko\u015fullar\u0131n\u0131n etkili oldu\u011funu aktar\u0131ld\u0131.<\/p>\n

\n\tABD’nin ekonomik b\u00fcy\u00fcmesinin 2023’te y\u00fczde 2,4 ile beklenenden iyi ger\u00e7ekle\u015fti\u011fine i\u015faret edilen a\u00e7\u0131klamada, b\u00fcy\u00fcmenin 2024’te y\u00fczde 1,2’ye gerileyece\u011finin, 2025’te ise s\u0131\u011f bir toparlanma olaca\u011f\u0131n\u0131n tahmin edildi\u011fi kaydedildi.<\/p>\n

\n\tS\u00f6z konusu haftay\u0131 New York borsas\u0131nda, Nasdaq endeksi y\u00fczde 3,25, S&P 500 endeksi y\u00fczde 1,52 ve Dow Jones endeksi y\u00fczde 0,59 azal\u0131\u015fla tamamlad\u0131.<\/p>\n

\n\t8 Ocak ile ba\u015flayan haftan\u0131n veri takviminde, sal\u0131 d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131, \u00e7ar\u015famba toptan sat\u0131\u015flar, per\u015fembe enflasyon ve haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular, cuma \u00dcFE verileri takip edilecek.<\/p>\n

\n\tAvrupa borsalar\u0131nda \u0130talya hari\u00e7, negatif seyir \u00f6ne \u00e7\u0131kt\u0131<\/strong><\/p>\n

\n\tAvrupa borsalar\u0131, b\u00f6lge genelinde a\u00e7\u0131klanan \u00f6nc\u00fc verilerin enflasyonun yava\u015flamad\u0131\u011f\u0131na i\u015faret etmesinin ard\u0131ndan Avrupa Merkez Bankas\u0131n\u0131n (ECB) faiz indirimine \u00f6ng\u00f6r\u00fclenden daha ge\u00e7 ba\u015flayabilece\u011fine ili\u015fkin endi\u015felerin artmas\u0131 risk i\u015ftah\u0131n\u0131 olumsuz etkiledi.<\/p>\n

\n\tAnalistler, ECB’nin ne zaman faiz indirimlerine ba\u015flayaca\u011f\u0131na y\u00f6nelik belirsizliklerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc kaydederek, b\u00f6lge genelinde ge\u00e7en hafta a\u00e7\u0131klanan verilerin ekonomik aktiviteye ili\u015fkin olumsuz sinyaller vermeye devam etti\u011fini de dile getirdi.<\/p>\n

\n\t\u0130ngiltere’de imalat sanayi PMI 46,2 ile beklentilerin alt\u0131nda kal\u0131rken, s\u00f6z konusu veri b\u00f6ylece 17 ay daralma g\u00f6stermi\u015f oldu.<\/p>\n

\n\tAlmanya’da 43,3 ve Avro B\u00f6lgesi’nde 44,4 olarak a\u00e7\u0131klanan imalat sanayi PMI, beklentileri a\u015fsa da 50 s\u0131n\u0131r\u0131n\u0131n alt\u0131nda olmaya devam etti.<\/p>\n

\n\t\u00d6te yandan, d\u00fcn Almanya’da a\u00e7\u0131klanan verilere g\u00f6re, i\u015fsizlik oran\u0131 de\u011fi\u015fim g\u00f6stermeyerek y\u00fczde 5,9’da kald\u0131.<\/p>\n

\n\tAlmanya’da a\u00e7\u0131klanan \u00f6nc\u00fc verilere g\u00f6re, y\u0131ll\u0131k T\u00dcFE Aral\u0131k 2023’te, enerji yard\u0131m \u00f6nlemlerinden kaynaklanan baz etkiler ile y\u00fczde 3,7’ye y\u00fckselirken, Avro B\u00f6lgesi’nde y\u0131ll\u0131k enflasyon y\u00fczde 2,9’a \u00e7\u0131kt\u0131.<\/p>\n

\n\tAyr\u0131ca, \u00fc\u00e7 haftal\u0131k y\u00fckseli\u015f serisini ge\u00e7en hafta sonland\u0131ran avro\/dolar paritesi, y\u00fczde 0,9 azal\u0131\u015fla 1,0940 seviyesinden haftay\u0131 tamamlad\u0131.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta Almanya’da DAX endeksi de y\u00fczde 0,94, Fransa’da CAC 40 endeksi y\u00fczde 1,62 ve \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,56 de\u011fer kaybederken, \u0130talya’da MIB 30 endeksi y\u00fczde 0,29 art\u0131\u015f kaydetti.<\/p>\n

\n\tGelecek hafta, pazartesi g\u00fcn\u00fc Almanya’da fabrika sipari\u015fleri, sal\u0131 g\u00fcn\u00fc Almanya’da sanayi \u00fcretimi ve Avro B\u00f6lgesi’nde i\u015fsizlik oran\u0131, cuma g\u00fcn\u00fc \u0130ngiltere’de sanayi \u00fcretimi ve b\u00fcy\u00fcme verileri takip edilecek.<\/p>\n

\n\tAsya pay piyasalar\u0131na da negatif seyir hakim oldu<\/strong><\/p>\n

\n\tAsya taraf\u0131nda, ge\u00e7en hafta Japonya’da ya\u015fanan depremler g\u00fcndemin oda\u011f\u0131nda bulunurken, k\u00fcresel piyasalardaki d\u00fc\u015f\u00fck risk i\u015ftah\u0131 da b\u00f6lge genelinde etkili oldu.<\/p>\n

\n\tGe\u00e7en hafta, tatil nedeniyle 2 g\u00fcn i\u015flem ger\u00e7ekle\u015fen Japonya pay piyasalar\u0131nda dalgal\u0131 seyir \u00f6ne \u00e7\u0131karken, Japonya Merkez Bankas\u0131n\u0131n (BoJ) depremlerden dolay\u0131 negatif faiz politikas\u0131n\u0131 sonland\u0131rmakta zorlanaca\u011f\u0131na ili\u015fkin beklentilerin artmas\u0131yla Japon yeni dolar kar\u015f\u0131s\u0131nda de\u011fer kaybetti.<\/p>\n

\n\tDolar\/yen paritesi y\u00fczde 2,6 art\u0131\u015fla Haziran 2022’den bu yana en g\u00fc\u00e7l\u00fc haftal\u0131k y\u00fckseli\u015fini ger\u00e7ekle\u015ftirerek, ge\u00e7en haftay\u0131 144,7 seviyesinden tamamlad\u0131.<\/p>\n

\n\tHafta ba\u015f\u0131nda, \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping’in \u00fclke ekonomisinin i\u00e7inde bulundu\u011fu olumsuzluklara i\u015faret eden konu\u015fmas\u0131 dikkati \u00e7ekerken, G\u00fcney Kore’de ana muhalefetteki Demokratik Parti lideri Lee Jae-myung, Busan’da bir in\u015faat alan\u0131n\u0131 ziyareti s\u0131ras\u0131nda boynundan b\u0131\u00e7aklanarak sald\u0131r\u0131ya u\u011frad\u0131.<\/p>\n

\n\t\u00d6te yandan, ge\u00e7en hafta b\u00f6lge genelinde a\u00e7\u0131klanan veriler de kar\u0131\u015f\u0131k sinyaller vermeye devam etti. \u00c7in’de aral\u0131k ay\u0131nda imalat sanayi PMI 49,0 ve hizmet sekt\u00f6r\u00fc PMI 50,4 ile beklentilerin alt\u0131nda kal\u0131rken, bile\u015fik PMI 50,3 oldu. \u00dclkede, Caixin imalat sanayi PMI 50,8 ve Caixin hizmet sekt\u00f6r\u00fc PMI 52,9 ile tahminlerin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n

\n\tJaponya’da ise imalat sanayi PMI aral\u0131kta 47,9 ile \u00f6ng\u00f6r\u00fcleri a\u015farken, ayn\u0131 d\u00f6nemde hizmet sekt\u00f6r\u00fc PMI 51,5 ile beklentilerin alt\u0131nda kald\u0131.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle haftal\u0131k bazda Japonya’da Nikkei 225 endeksi y\u00fczde 0,26, G\u00fcney Kore’de Kospi endeksi y\u00fczde 2,90, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 1,54 ve Hong Kong’da Hang Seng endeksi y\u00fczde 3 geriledi.<\/p>\n

\n\t8 Ocak ile ba\u015flayan haftan\u0131n veri takviminde, sal\u0131 Japonya’da enflasyon, cuma ise Japonya’da \u00f6demeler dengesi ve d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131, \u00c7in’de enflasyon verileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olacak.<\/p>\n

\n\tYurt i\u00e7i piyasalar<\/strong><\/p>\n

\n\tYurt i\u00e7inde, ge\u00e7en hafta y\u00fckseli\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen BIST 100 endeksi, haftay\u0131 y\u00fczde 2,12 art\u0131\u015fla 7.628,73 puandan tamamlarken, gelecek hafta yo\u011fun veri g\u00fcndeminin yan\u0131 s\u0131ra uluslararas\u0131 kredi derecelendirme kurulu\u015fu Moody’s’in cuma ak\u015fam\u0131 a\u00e7\u0131klamas\u0131 beklenen T\u00fcrkiye de\u011ferlendirme raporu yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n

\n\tAyr\u0131ca, gelecek hafta, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB), “Yat\u0131r\u0131mc\u0131 G\u00fcnleri”nin ilkini 11 Ocak Per\u015fembe g\u00fcn\u00fc JPMorgan’\u0131n New York’taki merkezinde ger\u00e7ekle\u015ftirilece\u011fi toplant\u0131 takip edilecek. Toplant\u0131da, Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek ile TCMB Ba\u015fkan\u0131 Dr. Hafize Gaye Erkan’\u0131n yat\u0131r\u0131mc\u0131larla bulu\u015facak.<\/p>\n

\n\t\u00d6te yandan d\u00fcn, ABD’li yat\u0131r\u0131m y\u00f6netimi \u015firketi PIMCO Genel M\u00fcd\u00fcr\u00fc ve Geli\u015fmekte Olan Piyasalar K\u00fcresel Ba\u015fkan\u0131 Pramol Dhawan, harcamalar\u0131 dizginlemek ve enflasyonu kontrol alt\u0131na almak amac\u0131yla mali ko\u015fullar\u0131n s\u0131k\u0131la\u015ft\u0131r\u0131lmas\u0131 nedeniyle ba\u015fta yerel para cinsinden varl\u0131klar olmak \u00fczere T\u00fcrk varl\u0131klar\u0131 konusunda olumlu olduklar\u0131n\u0131 ifade etti.<\/p>\n

\n\tDhawan, “Ayr\u0131ca aral\u0131k ay\u0131nda merkez bankas\u0131 d\u00f6viz rezervlerinin yeniden art\u0131r\u0131lmas\u0131nda da \u00f6nemli ilerleme kaydedildi\u011fini ve bunun bizim ve di\u011fer yat\u0131r\u0131mc\u0131lar\u0131n temel endi\u015felerinden birini giderdi\u011fini g\u00f6r\u00fcyoruz.” de\u011ferlendirmesinde bulundu.<\/p>\n

\n\tABD’nin \u00f6nemli yat\u0131r\u0131m bankalar\u0131ndan Goldman Sachs da T\u00fcrk liras\u0131nda reel de\u011fer kazan\u00e7 sinyali verirken, TCMB’nin net rezervlerinin bu y\u0131l pozitife d\u00f6nmesini bekledi\u011fini bildirdi.<\/p>\n

\n\tBankan\u0131n “2024 i\u00e7in 10 CEEMEA sorusu” ba\u015fl\u0131kl\u0131 raporunda, “T\u00fcrk liras\u0131 tahminlerden daha m\u0131 az de\u011fer kaybedecek?” sorusuna “evet” yan\u0131t\u0131 verildi.<\/p>\n

\n\tDi\u011fer taraftan, M\u00fcstakil Sanayici ve \u0130\u015fadamlar\u0131 Derne\u011finin (M\u00dcS\u0130AD) d\u00fczenledi\u011fi “2023 Y\u0131l\u0131 De\u011ferlendirmesi ve 2024 Y\u0131l\u0131 Beklentileri” konulu toplant\u0131da konu\u015fan Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek, T\u00fcrkiye’nin not g\u00f6r\u00fcn\u00fcm\u00fcnde iyile\u015fmenin ba\u015flad\u0131\u011f\u0131n\u0131 ve not art\u0131\u015f\u0131n\u0131n da olaca\u011f\u0131na inand\u0131klar\u0131n\u0131 belirterek, \u015funlar\u0131 kaydetti:<\/p>\n

\n\t“(\u0130\u015f d\u00fcnyas\u0131na) Mal ve hizmetlerde muazzam te\u015fvikler getirdik, devam edece\u011fiz. E\u011fer ihracat yapm\u0131yorsan\u0131z, l\u00fctfen ‘2024 ve sonras\u0131nda ihracat yapaca\u011f\u0131z’ diye planlama yap\u0131n. \u00c7\u00fcnk\u00fc sizi destekleyece\u011fiz. Rekabet g\u00fcc\u00fcn\u00fcz\u00fc, istihdam\u0131 ve \u00e7al\u0131\u015fanlar\u0131 desteklemek i\u00e7in 2024 y\u0131l\u0131nda 630 milyar liradan fazla bir gelirden vazge\u00e7ece\u011fiz.”<\/p>\n

\n\tTCMB’nin Banka Kredileri E\u011filim Anketi’ne g\u00f6re ise 2023’\u00fcn son \u00e7eyre\u011finde bankalar\u0131n genel olarak i\u015fletmelere kulland\u0131rd\u0131klar\u0131 kredilere uygulad\u0131klar\u0131 standartlardaki s\u0131k\u0131la\u015fma seyri sona ererken, 2024 y\u0131l\u0131n\u0131n birinci \u00e7eyre\u011fi i\u00e7in bankalar\u0131n beklentisi, bu standartlar\u0131n gev\u015femeye ba\u015flayaca\u011f\u0131 y\u00f6n\u00fcnde oldu.<\/p>\n

\n\tGe\u00e7en hafta yurt i\u00e7inde a\u00e7\u0131klanan verilere g\u00f6re, T\u00dcFE, Aral\u0131k 2023’te ayl\u0131k bazda y\u00fczde 2,93 ve y\u0131ll\u0131k bazda y\u00fczde 64,77 art\u0131\u015f g\u00f6sterdi.<\/p>\n

\n\tYurt d\u0131\u015f\u0131nda yerle\u015fik ki\u015filer, son 9 haftada hem Devlet \u0130\u00e7 Bor\u00e7lanma Senedi (D\u0130BS) hem de hisse senedinde al\u0131m taraf\u0131nda yer al\u0131rken, bu d\u00f6nemde yakla\u015f\u0131k 1 milyar 942 milyon dolarl\u0131k net hisse senedi al\u0131m\u0131 ger\u00e7ekle\u015ftirdi. B\u00f6ylece ge\u00e7en sene hisse senetlerindeki toplam al\u0131m ise yakla\u015f\u0131k 1 milyar 389 milyon dolar olarak kay\u0131tlara ge\u00e7ti.<\/p>\n

\n\tS\u00f6z konusu geli\u015fmelerle birlikte dolar\/TL, haftay\u0131 bir \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 1,3 \u00fczerinde 29,7430’dan tamamlad\u0131.<\/p>\n

\n\tAnalistler, BIST 100 endeksinde teknik a\u00e7\u0131dan 7.700 ve 7.800 seviyelerinin diren\u00e7 konumunda oldu\u011funu belirterek, 7.600 ve 7.500 puan\u0131n ise destek olarak \u00f6ne \u00e7\u0131kabilece\u011fini kaydetti.<\/p>\n

\n\tGelecek hafta yurt i\u00e7i veri g\u00fcndeminde, sal\u0131 i\u015fsizlik oran\u0131 ve sanayi \u00fcretimi, cuma \u00f6demeler dengesi ve Moody’s’in beklenen T\u00fcrkiye de\u011ferlendirme raporu takip edilecek.<\/p>\n

\n\tAA Finans \u00d6demeler Dengesi Beklenti Anketi’ne kat\u0131lan ekonomistler, cari i\u015flemler hesab\u0131n\u0131n kas\u0131m ay\u0131nda 1 milyar 369 milyon dolar a\u00e7\u0131k vermesini bekliyor.<\/p>\n

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

\u00d6nemli merkez bankalar\u0131n\u0131n, enflasyonla m\u00fccadele kapsam\u0131nda yakla\u015f\u0131k son 2 y\u0131ld\u0131r s\u00fcrd\u00fcrd\u00fc\u011f\u00fc \u015fahin para politikalar\u0131n sonuna…<\/p>\n","protected":false},"author":1,"featured_media":208,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[505,121,184,122,483],"class_list":["post-5685","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=5685\" \/>\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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