{"id":5993,"date":"2024-01-20T12:41:28","date_gmt":"2024-01-20T09:41:28","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=5993"},"modified":"2024-01-20T12:41:28","modified_gmt":"2024-01-20T09:41:28","slug":"kuresel-piyasalar-faiz-kararlarina-odaklandi-5","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=5993","title":{"rendered":"K\u00fcresel piyasalar faiz kararlar\u0131na odakland\u0131"},"content":{"rendered":"<div class=\"news-content\">\n<p>\n\tD\u00fcnya genelinde y\u0131l ba\u015f\u0131na do\u011fru martta ba\u015flamak \u00fczere g\u00fc\u00e7lenen &#8220;g\u00fcvercin&#8221; fiyatlamalar g\u00fcnden g\u00fcne g\u00fc\u00e7 kaybetmeye devam ederken, \u00f6nemli merkez bankalar\u0131n faiz indirimlerine piyasa tahminlerinden daha ge\u00e7 ba\u015flayaca\u011f\u0131na dair artan endi\u015felerle kar\u0131\u015f\u0131k bir seyir \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n<p>\n\tGe\u00e7en hafta yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda merkez bankalar\u0131 yetkililerinin s\u00f6zle y\u00f6nlendirmeleri, yo\u011fun makroekonomik takvim ve Orta Do\u011fu&#8217;da artan jeopolitik riskler bulunurken, yapay zeka i\u00e7in kullan\u0131lan \u00e7iplere talebin artaca\u011f\u0131 beklentisiyle teknoloji endeksleri pozitif ayr\u0131\u015ft\u0131.<\/p>\n<p>\n\tY\u0131l\u0131n ilk g\u00fcnlerinden bu yana, ABD Merkez Bankas\u0131n\u0131n (Fed) martta faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fc ba\u015flataca\u011f\u0131na dair tahminler, \u00fclkede a\u00e7\u0131klanan verilerin ABD ekonomisinde g\u00fc\u00e7l\u00fc duru\u015fa i\u015faret etmesi ve Fed yetkililerinin s\u00f6z konusu faiz indirimi i\u00e7in hen\u00fcz erken oldu\u011funa y\u00f6nelik s\u00f6zle y\u00f6nlendirmelerinin etkisiyle zay\u0131flamay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n<p>\n\tChicago Fed Ba\u015fkan\u0131 Austan Goolsbee, enflasyonda devam eden d\u00fc\u015f\u00fc\u015f\u00fcn faiz oranlar\u0131n\u0131n indirilmesinin tart\u0131\u015f\u0131lmas\u0131n\u0131 gerektirece\u011fini belirtti. Fed&#8217;in kararlar\u0131n\u0131 toplant\u0131 baz\u0131nda alaca\u011f\u0131n\u0131 vurgulayan Goolsbee, bankan\u0131n ilk faiz indiriminin zamanlamas\u0131 hakk\u0131nda do\u011frudan yorum yapmad\u0131.<\/p>\n<p>\n\tSan Francisco Fed Ba\u015fkan\u0131 Mary Daly de faiz indirimlerinin yak\u0131nda ger\u00e7ekle\u015fece\u011fini d\u00fc\u015f\u00fcnmek i\u00e7in erken oldu\u011funu ve para politikas\u0131n\u0131 gev\u015fetmeden \u00f6nce enflasyonun y\u00fczde 2&#8217;ye do\u011fru istikrarl\u0131 d\u00fc\u015f\u00fc\u015f seyrinde bulundu\u011funa dair daha fazla kan\u0131t g\u00f6r\u00fclmesi gerekti\u011fini vurgulad\u0131.<\/p>\n<p>\n\tFed yetkililerinin hafta boyunca yapt\u0131klar\u0131 a\u00e7\u0131klamalarda, martta faiz indirimi i\u00e7in erken oldu\u011fu mesaj\u0131 hakimken, ge\u00e7en hafta yay\u0131mlanan Fed&#8217;in &#8220;Bej Kitap&#8221; raporunda da \u00fclkede ekonomik aktivitenin kas\u0131mdan bu yana &#8220;\u00e7ok az&#8221; de\u011fi\u015fiklik g\u00f6sterdi\u011fine ili\u015fkin de\u011ferlendirmeler yer ald\u0131.<\/p>\n<p>\n\tRaporda, artan t\u00fcketici harcamalar\u0131n\u0131n son haftalarda ekonomiyi desteklemeye yard\u0131mc\u0131 oldu\u011fu aktar\u0131l\u0131rken, \u00fclkede perakende sat\u0131\u015flar, ge\u00e7en y\u0131l\u0131n aral\u0131k ay\u0131nda y\u00fczde 0,6 ve ayn\u0131 d\u00f6nemde sanayi \u00fcretimi y\u00fczde 0,1 art\u0131\u015fla beklentileri a\u015ft\u0131.<\/p>\n<p>\n\t\u00d6te yandan, ge\u00e7en hafta a\u00e7\u0131klanan verilere g\u00f6re, i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131 13 Ocak ile biten haftada 187 bine gerileyerek Eyl\u00fcl 2022&#8217;den bu yana en d\u00fc\u015f\u00fck seviyesini kaydetti.<\/p>\n<p>\n\tAnalistler, i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131ndaki azal\u0131\u015f\u0131n, ABD&#8217;de i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n y\u00fcksek faiz oranlar\u0131na ra\u011fmen dayan\u0131kl\u0131 kalmaya devam etti\u011fini g\u00f6sterdi\u011fini bildirdi.<\/p>\n<p>\n\tY\u0131l ba\u015f\u0131ndan bu yana ABD&#8217;de a\u00e7\u0131klanan verilerin enflasyonu destekler nitelikte oldu\u011funu an\u0131msatan analistler, bu durumun Fed&#8217;in faiz indirimleri konusunda aceleci olmayaca\u011f\u0131na i\u015faret etti\u011fini dile getirdi.<\/p>\n<p>\n\tAyr\u0131ca uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, merkez bankalar\u0131n\u0131n 2024&#8217;te faiz indirimine y\u00f6nelmesinin co\u011frafi olarak yayg\u0131n olaca\u011f\u0131n\u0131 ancak indirimlerin sert olmayaca\u011f\u0131n\u0131 bildirdi.<\/p>\n<p>\n\tS\u00f6z konusu geli\u015fmelerle para piyasalar\u0131nda, Fed&#8217;in martta faiz indirimlerine ba\u015flayaca\u011f\u0131na ili\u015fkin tahminler y\u00fczde 47 seviyesine inerken, faiz indirimi y\u00f6n\u00fcndeki fiyatlamalar ge\u00e7en hafta sonundan bu yana yakla\u015f\u0131k 30 baz puan geriledi.<\/p>\n<p>\n\tEnflasyonla m\u00fccadele kapsam\u0131nda faiz indirimlerinin \u00f6telenebilece\u011fi y\u00f6n\u00fcndeki fiyatlamalar\u0131n\u0131n g\u00fc\u00e7lenmesiyle dolar, di\u011fer para birimleri kar\u015f\u0131s\u0131nda g\u00fc\u00e7 kazan\u0131rken, tahvil piyasalar\u0131nda sat\u0131c\u0131l\u0131 seyir etkili oldu.<\/p>\n<p>\n\tY\u00fckseli\u015f e\u011filimini \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc haftaya ta\u015f\u0131yan dolar endeksi, haftay\u0131 y\u00fczde 0,8 art\u0131\u015fla 103,3&#8217;te tamamlad\u0131. ABD&#8217;nin 10 y\u0131ll\u0131k tahvil faizi, hafta ba\u015f\u0131na k\u0131yasla 19 baz puan artarak y\u00fczde 4,13&#8217;e \u00e7\u0131kt\u0131.<\/p>\n<p>\n\tY\u00fckselen tahvil faizleri ve g\u00fc\u00e7lenen dolar, alt\u0131n\u0131n ons fiyat\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n artmas\u0131na yol a\u00e7t\u0131, alt\u0131n\u0131n ons fiyat\u0131 ge\u00e7en haftay\u0131 1 azal\u0131\u015fla 2 bin 29 dolardan tamamlad\u0131.<\/p>\n<p>\n\t\u00d6te yandan, Orta Do\u011fu&#8217;da jeopolitik risklerin canl\u0131 kalmas\u0131 emtia fiyatlar\u0131nda oynakl\u0131\u011fa neden olurken, ge\u00e7en hafta Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 0,2 y\u00fckseli\u015fle 78,3 dolara \u00e7\u0131kt\u0131.<\/p>\n<p>\n\t<strong>New York borsalar\u0131nda teknoloji rallisi<\/strong><\/p>\n<p>\n\tABD&#8217;de yo\u011fun \u015firket bilan\u00e7olar\u0131 ve makroekonomik verilerin takip edildi\u011fi haftada New York borsalar\u0131 pozitif seyir izlerken, s\u00f6z konusu seyirde teknoloji hisseleri etkili oldu.<\/p>\n<p>\n\tYar\u0131 iletken \u00fcreticisi TSMC&#8217;nin yapay zeka uygulamalar\u0131nda kullan\u0131lan \u00fcst d\u00fczey \u00e7iplerine y\u00f6nelik talebin \u015firketin 2024 gelirlerinde y\u00fczde 20&#8217;den fazla y\u00fckseli\u015f sa\u011flayabilece\u011fine y\u00f6nelik beklentiler, piyasalarda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n<p>\n\tTeknoloji hisseleri Tayvan merkezli yar\u0131 iletken \u00fcreticisi TSMC&#8217;nin iyimser g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn ard\u0131ndan kazan\u00e7lar\u0131n\u0131 art\u0131r\u0131rken, ge\u00e7en hafta Nvidia&#8217;n\u0131n hisseleri yakla\u015f\u0131k y\u00fczde 9 ve AMD&#8217;nin hisseleri y\u00fczde 19&#8217;u y\u00fckseldi.<\/p>\n<p>\n\tYat\u0131r\u0131mc\u0131lar kurumsal taraftan gelen haberleri takip etmeyi s\u00fcrd\u00fcr\u00fcrken, sigorta \u015firketi The Travelers Companies&#8217;in hisseleri, \u015firketin ge\u00e7en y\u0131l\u0131n son \u00e7eyre\u011finde kar\u0131n\u0131n iki kat\u0131ndan fazla artmas\u0131n\u0131n ard\u0131ndan ge\u00e7en haftay\u0131 y\u00fczde 8&#8217;e yak\u0131n de\u011fer kazanc\u0131yla kapatt\u0131.<\/p>\n<p>\n\tGe\u00e7en hafta ABD&#8217;li teknoloji devlerinden Apple&#8217;\u0131n hisseleri de \u015firketin \u00c7in&#8217;de iPhone indirimleri sunmas\u0131n\u0131n ard\u0131ndan haftay\u0131 y\u00fczde 3 art\u0131\u015fla kapatt\u0131.<\/p>\n<p>\n\t\u00dclkede devam eden bilan\u00e7o sezonunda ABD b\u00fcy\u00fck bankalar\u0131n\u0131n finansal sonu\u00e7lar\u0131yla hisse bazl\u0131 oynakl\u0131klar artt\u0131. Buna g\u00f6re, Goldman Sachs&#8217;\u0131n hisseleri bankan\u0131n ge\u00e7en y\u0131l\u0131n son \u00e7eyre\u011finde net kar ve gelirinin beklentilerin \u00fczerinde gelmesi sonras\u0131 yatay seyir izledi.<\/p>\n<p>\n\tMorgan Stanley&#8217;nin hisseleri de ayn\u0131 d\u00f6nemde bankan\u0131n gelirinin beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesine ra\u011fmen net kar\u0131n\u0131n azalmas\u0131yla ge\u00e7en hafta y\u00fczde 5&#8217;in \u00fczerinde azal\u0131\u015f kaydetti.<\/p>\n<p>\n\tKripto para piyasalar\u0131 taraf\u0131nda ise ge\u00e7en hafta Spot borsa yat\u0131r\u0131m fonu (ETF) beklentilerinin ger\u00e7eklemesiyle \u00f6nceki hafta 49 bin dolara yakla\u015fan Bitcoin, bu seviyeden gelen kar sat\u0131\u015flar\u0131 sonras\u0131, 41 bin 600 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n<p>\n\tBununla birlikte, d\u00fcn ABD Temsilciler Meclisi, federal h\u00fck\u00fcmetin kapanmas\u0131n\u0131 \u00f6nleyecek ge\u00e7ici b\u00fct\u00e7e tasar\u0131s\u0131n\u0131 onaylad\u0131.<\/p>\n<p>\n\tS\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta, New York borsas\u0131nda Nasdaq endeksi y\u00fczde 2,26, S&#038;P 500 endeksi y\u00fczde 1,17 ve Dow Jones endeksi y\u00fczde 0,72 art\u0131\u015fla haftay\u0131 tamamlad\u0131.<\/p>\n<p>\n\t22 Ocak ile ba\u015flayan haftada pazartesi g\u00fcn\u00fc CB \u00f6nc\u00fc g\u00f6stergeler endeksi, sal\u0131 Richmond Fed sanayi endeksi, \u00e7ar\u015famba imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), per\u015fembe Gayrisafi Yurt i\u00e7i Has\u0131la (GSYH) ve cuma ki\u015fisel gelir gider verileri a\u00e7\u0131klanacak.<\/p>\n<p>\n\t<strong>Avrupa&#8217;da g\u00f6zler ECB&#8217;nin faiz karar\u0131na \u00e7evrildi<\/strong><\/p>\n<p>\n\tEnflasyon ve resesyon ikilemi denildi\u011finde ilk akla gelen b\u00f6lge olan Avrupa&#8217;da ge\u00e7en hafta a\u00e7\u0131klanan verilerden al\u0131nan kar\u0131\u015f\u0131k sinyallerin etkisiyle negatif seyir izlenirken, g\u00f6zler gelecek hafta Avrupa Merkez Bankas\u0131n\u0131n (ECB) a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131na \u00e7evrildi.<\/p>\n<p>\n\tB\u00f6lge genelinde ge\u00e7en hafta a\u00e7\u0131klanan enflasyon verilerine g\u00f6re, Avro B\u00f6lgesi&#8217;nde T\u00fcketici Fiyat Endeksi (T\u00dcFE) Aral\u0131k 2023\u2019te y\u0131ll\u0131k y\u00fczde 2,9 ile beklentiler do\u011frultusunda artarken, \u0130ngiltere&#8217;de ise y\u00fczde 4 art\u0131\u015fla beklentileri a\u015ft\u0131.<\/p>\n<p>\n\tPara piyasalar\u0131nda, enflasyon verileri sonras\u0131 ECB&#8217;nin ilk faiz indirimine nisanda gidebilece\u011fi beklentisi nispeten zay\u0131flasa da g\u00fc\u00e7l\u00fc duru\u015funu korurken, \u0130ngiltere Merkez Bankas\u0131n\u0131n (BoE) ise faiz indirimlerine haziranda ba\u015flayaca\u011f\u0131 fiyatlan\u0131yor. S\u00f6z konusu verilerin \u00f6ncesinde, BoE&#8217;nin may\u0131sta faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fc ba\u015flataca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyordu.<\/p>\n<p>\n\tAnalistler, para piyasalar\u0131ndaki fiyatlamalarda ECB&#8217;nin gelecek hafta d\u00fczenleyece\u011fi toplant\u0131da faizleri sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131ld\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<p>\n\tGe\u00e7en hafta a\u00e7\u0131klamalarda bulunan ECB Ba\u015fkan\u0131 Christine Lagarde, enflasyonda y\u00fczde 2 hedefine ula\u015fmada do\u011fru yolda olduklar\u0131n\u0131 ancak hen\u00fcz zafer ilan edilemeyece\u011fini ifade ederek, &#8220;Faizi bu yaz indirebiliriz.&#8221; de\u011ferlendirmesinde bulundu.<\/p>\n<p>\n\t\u00d6te yandan ge\u00e7en hafta ECB&#8217;nin 13 ve 14 Aral\u0131k&#8217;ta Frankfurt&#8217;ta ger\u00e7ekle\u015ftirdi\u011fi ve 3 temel politika faizini sabit tutmas\u0131 karar\u0131 al\u0131nan para politikas\u0131 toplant\u0131s\u0131 tutanaklar\u0131 a\u00e7\u0131kland\u0131.<\/p>\n<p>\n\tTutanaklar, ECB Y\u00f6netim Konseyi \u00fcyelerinin d\u00fc\u015fen enflasyona ra\u011fmen s\u0131k\u0131 duru\u015fun s\u00fcrd\u00fcr\u00fclmesinden yana oldu\u011funu ortaya koydu.<\/p>\n<p>\n\tTutanaklarda, enflasyonun yak\u0131n vadede y\u00fcksek seyretme ihtimali oldu\u011fu ve \u00fccretler ile enflasyonun temel dinamiklerine ili\u015fkin belirsizliklerin devam etti\u011fi belirtilerek, &#8220;Bu durum, g\u00f6revin tamamland\u0131\u011f\u0131ndan emin olmak i\u00e7in hen\u00fcz \u00e7ok erken oldu\u011funu g\u00f6stermektedir.&#8221; ifadesi yer ald\u0131.<\/p>\n<p>\n\tS\u00f6z konusu geli\u015fmelerle ge\u00e7en hafta Almanya&#8217;da DAX endeksi y\u00fczde 0,89, Fransa&#8217;da CAC 40 endeksi y\u00fczde 1,25, \u0130talya&#8217;da MIB 30 endeksi y\u00fczde 0,61 ve \u0130ngiltere&#8217;de FTSE 100 endeksi y\u00fczde 2,14 de\u011fer kaybetti.<\/p>\n<p>\n\tGelecek hafta Avro B\u00f6lgesi&#8217;nde sal\u0131 g\u00fcn\u00fc t\u00fcketici g\u00fcven endeksi, \u00e7ar\u015famba Almanya ve Avro B\u00f6lgesi&#8217;nde imalat sanayi PMI, per\u015fembe ECB&#8217;nin faiz karar\u0131 ile ECB Ba\u015fkan\u0131 Lagarde&#8217;\u0131n konu\u015fmas\u0131 takip edilecek.<\/p>\n<p>\n\t<strong>Asya borsalar\u0131 Japonya hari\u00e7 geriledi<\/strong><\/p>\n<p>\n\tAsya borsalar\u0131 ge\u00e7en hafta b\u00f6lge genelinde a\u00e7\u0131klanan makroekonomik verilerin kar\u0131\u015f\u0131k sinyaller vermesiyle Japonya hari\u00e7 sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlerken, gelecek hafta g\u00f6zler Japonya Merkez Bankas\u0131n\u0131n (BoJ) para politikas\u0131 karar\u0131na \u00e7evrildi.<\/p>\n<p>\n\t\u00c7in ekonomisi y\u0131ll\u0131k bazda y\u00fczde 5,2 b\u00fcy\u00fcyerek beklentilerin gerisinde kald\u0131. B\u00fcy\u00fcme oran\u0131, \u00c7in h\u00fck\u00fcmetinin 2023 i\u00e7in &#8220;y\u00fczde 5 civar\u0131nda&#8221; olmas\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fc b\u00fcy\u00fcme hedefinin \u00fczerine \u00e7\u0131km\u0131\u015f oldu.<\/p>\n<p>\n\tAnalistler, \u00fclkede reel GSYH b\u00fcy\u00fcmesinin, nominal GSYH b\u00fcy\u00fcmesinden daha yava\u015f olmas\u0131n\u0131n, \u00c7in&#8217;in potansiyelinin alt\u0131nda kald\u0131\u011f\u0131na i\u015faret etti\u011fini kaydederek, bu durumun deflasyon endi\u015felerini desteklemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n<p>\n\t\u00dclkede sanayi \u00fcretimi aral\u0131kta ayl\u0131k y\u00fczde 6,8 ile \u00f6ng\u00f6r\u00fcleri a\u015farken, i\u015fsizlik oran\u0131 y\u00fczde 5,1&#8217;e \u00e7\u0131kt\u0131.<\/p>\n<p>\n\tBuna kar\u015f\u0131n konut fiyatlar\u0131ndaki gerilemenin devam etmesi halihaz\u0131rda s\u0131k\u0131nt\u0131l\u0131 olan gayrimenkul sekt\u00f6r\u00fcn\u00fcn ekonomiyi negatif etkilemeyi s\u00fcrd\u00fcrebilece\u011fi korkular\u0131n\u0131 besliyor.<\/p>\n<p>\n\t\u00c7in&#8217;de ekonomik aktivitenin yava\u015flad\u0131\u011f\u0131na ili\u015fkin sinyaller g\u00fc\u00e7 kazanmaya devam ederken, \u00c7in Merkez Bankas\u0131 (PBoC) ge\u00e7en hafta orta vadeli bor\u00e7 verme faizi olarak da bilinen bir y\u0131ll\u0131k politika kredilerinin oran\u0131n\u0131 de\u011fi\u015ftirmeyerek y\u00fczde 2,50&#8217;de sabit tuttu.<\/p>\n<p>\n\tAnalistler, piyasa beklentilerinin bankan\u0131n faiz indirimi yapaca\u011f\u0131 y\u00f6n\u00fcnde oldu\u011funu an\u0131msatarak, gelecek aylarda bankan\u0131n zorunlu kar\u015f\u0131l\u0131k oran\u0131n\u0131 azaltabilece\u011fine ili\u015fkin tahminlerin artt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n<p>\n\tJaponya taraf\u0131nda ise a\u00e7\u0131klanan verilere g\u00f6re, kas\u0131mda sanayi \u00fcretimi ayl\u0131k y\u00fczde 0,9 azal\u0131rken, ayn\u0131 d\u00f6nemde kapasite kullan\u0131m oran\u0131 da y\u00fczde 0,3&#8217;e geriledi.<\/p>\n<p>\n\t\u00dclkede Aral\u0131k 2023&#8217;te y\u0131ll\u0131k T\u00dcFE y\u00fczde 2,6 artt\u0131. Kas\u0131mda enflasyon y\u00fczde 2,8 seviyesinde bulunuyordu.<\/p>\n<p>\n\tBoJ&#8217;un gelecek hafta alaca\u011f\u0131 para politikas\u0131 kararlar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunurken, \u00fclkede a\u00e7\u0131klanan veriler BoJ&#8217;un normalle\u015fme ad\u0131mlar\u0131n\u0131 \u00f6ng\u00f6r\u00fcl\u00fcnden daha ge\u00e7 atabilece\u011fi ihtimalini destekliyor.<\/p>\n<p>\n\tB\u00f6ylece y\u00fckseli\u015f e\u011filimini \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc haftaya ta\u015f\u0131yan dolar\/yen paritesi, haftay\u0131 y\u00fczde 2,2 art\u0131\u015fla 148,1 seviyesinden tamamlayarak yakla\u015f\u0131k son 2 ay\u0131n en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 yapt\u0131.<\/p>\n<p>\n\tBu geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda, haftal\u0131k bazda Hong Kong&#8217;da Hang Seng endeksi y\u00fczde 5,76 ve \u00c7in&#8217;de \u015eanghay bile\u015fik endeksi y\u00fczde 1,72, G\u00fcney Kore&#8217;de Kospi endeksi y\u00fczde 2,10 de\u011fer kaybederken, Japonya&#8217;da Nikkei 225 endeksi y\u00fczde 1,09 art\u0131\u015f kaydetti.<\/p>\n<p>\n\t22 Ocak ile ba\u015flayan haftada sal\u0131 g\u00fcn\u00fc BoJ&#8217;un faiz karar\u0131, \u00e7ar\u015famba Japonya&#8217;da d\u0131\u015f ticaret dengesi ve cuma Japonya&#8217;da \u00dcretici Fiyat Endeksi (\u00dcFE) verileri izlenecek.<\/p>\n<p>\n\t<strong>Yurt i\u00e7inde g\u00f6zler Merkez Bankas\u0131n\u0131n faiz karar\u0131na \u00e7evrildi<\/strong><\/p>\n<p>\n\tYurt i\u00e7inde, ge\u00e7en hafta dalgal\u0131 seyir izleyen BIST 100 endeksi, haftay\u0131 y\u00fczde 0,13 art\u0131\u015fla 7.996,70 puandan tamamlarken, gelecek hafta T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131nda a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n<p>\n\tBeklenti anketine kat\u0131lan ekonomistler, TCMB&#8217;nin, bir hafta vadeli repo ihale faiz oran\u0131n\u0131 (politika faizi) 250 baz puan art\u0131rarak y\u00fczde 45&#8217;e \u00e7\u0131karaca\u011f\u0131n\u0131 tahmin ediyor.<\/p>\n<p>\n\t\u00d6te yandan, ge\u00e7en hafta Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Moody&#8217;s, T\u00fcrkiye&#8217;nin kredi notu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc y\u00fckseltmesinin ard\u0131ndan 17 T\u00fcrk bankas\u0131n\u0131n kredi notu g\u00f6r\u00fcn\u00fcmlerini de &#8220;dura\u011fan&#8221;dan &#8220;pozitif&#8221;e \u00e7evirdi.<\/p>\n<p>\n\tBankac\u0131l\u0131k D\u00fczenleme ve Denetleme Kurumu (BDDK), bankalar ile finansal kiralama, fakt\u00f6ring finansman, tasarruf finansman ve varl\u0131k y\u00f6netim \u015firketlerinin 1 Ocak 2025&#8217;ten itibaren enflasyon muhasebesi uygulamas\u0131na ge\u00e7ece\u011fini duyurdu.<\/p>\n<p>\n\tDolar\/TL, haftay\u0131 bir \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,3 \u00fczerinde 30,2009&#8217;dan tamamlad\u0131.<\/p>\n<p>\n\tAnalistler, BIST 100 endeksinde teknik a\u00e7\u0131dan 8.000 ve 8.100 seviyelerinin diren\u00e7, 7.900 ve 7.800 puan\u0131n ise destek olarak \u00f6ne \u00e7\u0131kabilece\u011fini ifade etti.<\/p>\n<p>\n\tGelecek hafta yurt i\u00e7i veri g\u00fcndeminde, sal\u0131 g\u00fcn\u00fc t\u00fcketici g\u00fcven endeksi, per\u015fembe reel kesim g\u00fcven endeksi, kapasite kullan\u0131m\u0131 ile TCMB&#8217;nin faiz karar\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<div class=\"news-tags\">\n<div class=\"title\">ET\u0130KETLER<\/div>\n<div class=\"tags\">\n                                                                            Merkez Bankas\u0131<br \/>\n                                                                            FED<br \/>\n                                                                            ECB<br \/>\n                                                                            Faiz<br \/>\n                                                                            Enflasyon<br \/>\n                                                                            Borsa \u0130stanbul\n                                                                    <\/div>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcnya genelinde y\u0131l ba\u015f\u0131na do\u011fru martta ba\u015flamak \u00fczere g\u00fc\u00e7lenen &#8220;g\u00fcvercin&#8221; fiyatlamalar g\u00fcnden g\u00fcne g\u00fc\u00e7 kaybetmeye&#8230;<\/p>\n","protected":false},"author":1,"featured_media":220,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[287,2479,121,184,122],"class_list":["post-5993","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi-haberleri","tag-faiz","tag-kararlarina","tag-kuresel","tag-odaklandi","tag-piyasalar"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>K\u00fcresel piyasalar faiz kararlar\u0131na 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=5993\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"K\u00fcresel piyasalar faiz kararlar\u0131na odakland\u0131 - Es-Exchange Ekonomi Haberleri\" \/>\n<meta property=\"og:description\" content=\"D\u00fcnya genelinde y\u0131l ba\u015f\u0131na do\u011fru martta ba\u015flamak \u00fczere g\u00fc\u00e7lenen &#8220;g\u00fcvercin&#8221; fiyatlamalar g\u00fcnden g\u00fcne g\u00fc\u00e7 kaybetmeye...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/es-exchange.com\/haberler\/?p=5993\" \/>\n<meta property=\"og:site_name\" content=\"Es-Exchange Ekonomi Haberleri\" \/>\n<meta property=\"article:published_time\" content=\"2024-01-20T09:41:28+00:00\" \/>\n<meta name=\"author\" content=\"SysAdmin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Yazan:\" \/>\n\t<meta name=\"twitter:data1\" content=\"SysAdmin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tahmini okuma s\u00fcresi\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 dakika\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/es-exchange.com\/haberler\/?p=5993\",\"url\":\"https:\/\/es-exchange.com\/haberler\/?p=5993\",\"name\":\"K\u00fcresel piyasalar faiz kararlar\u0131na odakland\u0131 - Es-Exchange Ekonomi Haberleri\",\"isPartOf\":{\"@id\":\"https:\/\/es-exchange.com\/haberler\/#website\"},\"datePublished\":\"2024-01-20T09:41:28+00:00\",\"dateModified\":\"2024-01-20T09:41:28+00:00\",\"author\":{\"@id\":\"https:\/\/es-exchange.com\/haberler\/#\/schema\/person\/158dd5fa81df3834f5b3789301ac67bc\"},\"breadcrumb\":{\"@id\":\"https:\/\/es-exchange.com\/haberler\/?p=5993#breadcrumb\"},\"inLanguage\":\"tr\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/es-exchange.com\/haberler\/?p=5993\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/es-exchange.com\/haberler\/?p=5993#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Anasayfa\",\"item\":\"https:\/\/es-exchange.com\/haberler\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"K\u00fcresel piyasalar faiz kararlar\u0131na odakland\u0131\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/es-exchange.com\/haberler\/#website\",\"url\":\"https:\/\/es-exchange.com\/haberler\/\",\"name\":\"Es-Exchange Ekonomi Haberleri\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/es-exchange.com\/haberler\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"tr\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/es-exchange.com\/haberler\/#\/schema\/person\/158dd5fa81df3834f5b3789301ac67bc\",\"name\":\"SysAdmin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"tr\",\"@id\":\"https:\/\/es-exchange.com\/haberler\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/97e85c10026bf595e73c516bd77b6b8763a73b584e665e0c1425bd2e7295d7b6?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/97e85c10026bf595e73c516bd77b6b8763a73b584e665e0c1425bd2e7295d7b6?s=96&d=mm&r=g\",\"caption\":\"SysAdmin\"},\"sameAs\":[\"https:\/\/es-exchange.com\/haberler\"],\"url\":\"https:\/\/es-exchange.com\/haberler\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"K\u00fcresel piyasalar faiz kararlar\u0131na odakland\u0131 - Es-Exchange Ekonomi Haberleri","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/es-exchange.com\/haberler\/?p=5993","og_locale":"tr_TR","og_type":"article","og_title":"K\u00fcresel piyasalar faiz kararlar\u0131na odakland\u0131 - Es-Exchange Ekonomi Haberleri","og_description":"D\u00fcnya genelinde y\u0131l ba\u015f\u0131na do\u011fru martta ba\u015flamak \u00fczere g\u00fc\u00e7lenen &#8220;g\u00fcvercin&#8221; fiyatlamalar g\u00fcnden g\u00fcne g\u00fc\u00e7 kaybetmeye...","og_url":"https:\/\/es-exchange.com\/haberler\/?p=5993","og_site_name":"Es-Exchange Ekonomi Haberleri","article_published_time":"2024-01-20T09:41:28+00:00","author":"SysAdmin","twitter_card":"summary_large_image","twitter_misc":{"Yazan:":"SysAdmin","Tahmini okuma s\u00fcresi":"11 dakika"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/es-exchange.com\/haberler\/?p=5993","url":"https:\/\/es-exchange.com\/haberler\/?p=5993","name":"K\u00fcresel piyasalar faiz kararlar\u0131na odakland\u0131 - Es-Exchange Ekonomi Haberleri","isPartOf":{"@id":"https:\/\/es-exchange.com\/haberler\/#website"},"datePublished":"2024-01-20T09:41:28+00:00","dateModified":"2024-01-20T09:41:28+00:00","author":{"@id":"https:\/\/es-exchange.com\/haberler\/#\/schema\/person\/158dd5fa81df3834f5b3789301ac67bc"},"breadcrumb":{"@id":"https:\/\/es-exchange.com\/haberler\/?p=5993#breadcrumb"},"inLanguage":"tr","potentialAction":[{"@type":"ReadAction","target":["https:\/\/es-exchange.com\/haberler\/?p=5993"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/es-exchange.com\/haberler\/?p=5993#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Anasayfa","item":"https:\/\/es-exchange.com\/haberler"},{"@type":"ListItem","position":2,"name":"K\u00fcresel piyasalar faiz kararlar\u0131na odakland\u0131"}]},{"@type":"WebSite","@id":"https:\/\/es-exchange.com\/haberler\/#website","url":"https:\/\/es-exchange.com\/haberler\/","name":"Es-Exchange Ekonomi Haberleri","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/es-exchange.com\/haberler\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"tr"},{"@type":"Person","@id":"https:\/\/es-exchange.com\/haberler\/#\/schema\/person\/158dd5fa81df3834f5b3789301ac67bc","name":"SysAdmin","image":{"@type":"ImageObject","inLanguage":"tr","@id":"https:\/\/es-exchange.com\/haberler\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/97e85c10026bf595e73c516bd77b6b8763a73b584e665e0c1425bd2e7295d7b6?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/97e85c10026bf595e73c516bd77b6b8763a73b584e665e0c1425bd2e7295d7b6?s=96&d=mm&r=g","caption":"SysAdmin"},"sameAs":["https:\/\/es-exchange.com\/haberler"],"url":"https:\/\/es-exchange.com\/haberler\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=\/wp\/v2\/posts\/5993","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5993"}],"version-history":[{"count":0,"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=\/wp\/v2\/posts\/5993\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=\/wp\/v2\/media\/220"}],"wp:attachment":[{"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/es-exchange.com\/haberler\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}