{"id":7238,"date":"2024-03-25T09:34:40","date_gmt":"2024-03-25T06:34:40","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=7238"},"modified":"2024-03-25T09:34:40","modified_gmt":"2024-03-25T06:34:40","slug":"kuresel-piyasalar-haftayi-rekorla-kapatti","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=7238","title":{"rendered":"K\u00fcresel piyasalar haftay\u0131 rekorla kapatt\u0131"},"content":{"rendered":"
\n

\n\tHafta boyunca d\u00fcnya genelinde \u00f6nemli merkez bankalar\u0131n\u0131n faiz kararlar\u0131 g\u00fcndemin oda\u011f\u0131nda oldu. Baz\u0131 merkez bankalar\u0131 politika faizini beklentiler do\u011frultusunda sabit b\u0131rak\u0131rken, baz\u0131lar\u0131 ise “s\u00fcrpriz” kararlar ald\u0131.<\/p>\n

\n\tABD Merkez Bankas\u0131 (Fed), politika faizini beklentiler dahilinde de\u011fi\u015ftirmeyerek 23 y\u0131l\u0131n en y\u00fcksek seviyesi y\u00fczde 5,25-5,50 aral\u0131\u011f\u0131nda b\u0131rak\u0131rken, bankan\u0131n projeksiyonunda senenin geri kalan\u0131nda 3 faiz indirimi yapabilece\u011fine y\u00f6nelik tahminini korumas\u0131, pay piyasalar\u0131nda risk i\u015ftah\u0131n\u0131 destekleyen ana etken oldu.<\/p>\n

\n\tFed Ba\u015fkan\u0131 Jerome Powell da faiz karar\u0131 sonras\u0131 d\u00fczenledi\u011fi bas\u0131n toplant\u0131s\u0131nda, mevcut s\u0131k\u0131la\u015ft\u0131rma d\u00f6ng\u00fcs\u00fcnde Fed’in politika faizinin muhtemelen zirvede oldu\u011funa i\u015faret ederek, ekonominin genel olarak beklendi\u011fi gibi seyretmesi halinde bu y\u0131l\u0131n bir noktas\u0131nda faiz indirimine ba\u015flaman\u0131n muhtemelen uygun olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fcklerini yineledi.<\/p>\n

\n\tBu geli\u015fmelerle artan risk i\u015ftah\u0131, New York borsas\u0131nda haftal\u0131k bazda rekor kapan\u0131\u015fa neden olurken, ABD’nin 10 y\u0131ll\u0131k tahvil faizi de yakla\u015f\u0131k 8 baz puan gerileyerek haftay\u0131 y\u00fczde 4,20’den tamamlad\u0131.<\/p>\n

\n\t\u00d6te yandan, Fed’in faizi sabit b\u0131rakmas\u0131n\u0131n ard\u0131ndan sert d\u00fc\u015fen dolar endeksi, \u0130svi\u00e7re Merkez Bankas\u0131n\u0131n (SNB) “s\u00fcrpriz” faiz indirimine gitmesinin ard\u0131ndan, Fed’in di\u011fer b\u00fcy\u00fck merkez bankalar\u0131ndan daha ge\u00e7 faiz indirimlerine ba\u015flayabilece\u011fi endi\u015fesiyle y\u00fckseli\u015fe ge\u00e7ti. B\u00f6ylece dolar endeksi haftay\u0131 y\u00fczde 0,9 art\u0131\u015fla 104,4 seviyesinden kapatt\u0131.<\/p>\n

\n\tFed’in y\u0131l sonuna kadar 3 faiz indirimi yapabilece\u011fine dair tahminini korumas\u0131, alt\u0131n\u0131n ons fiyat\u0131n\u0131n 2 bin 222,8 dolarla zirve tazelemesine yol a\u00e7arken, SNB’nin faiz indiriminin ard\u0131ndan g\u00fc\u00e7lenen dolar talebi alt\u0131n fiyat\u0131n\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131lad\u0131. Alt\u0131n\u0131n ons fiyat\u0131, haftay\u0131 y\u00fczde 0,2 art\u0131\u015fla 2 bin 160 dolardan tamamlad\u0131.<\/p>\n

\n\tPara piyasalar\u0131nda, Fed’in ilk faiz indirimine gitme ihtimali may\u0131s toplant\u0131s\u0131nda y\u00fczde 13 ve haziran toplant\u0131s\u0131nda y\u00fczde 75 ile fiyatlan\u0131yor.<\/p>\n

\n\tAnalistler, gelecek hafta ABD’de a\u00e7\u0131klanacak b\u00fcy\u00fcme verilerinin bu fiyatlamalar \u00fczerinde de\u011fi\u015fikli\u011fe sebep olabilece\u011fini belirterek, \u00fclkede Gayri Safi Yurt i\u00e7i Has\u0131lan\u0131n (GSYH) 4. \u00e7eyrekte y\u00fczde 3,2 artmas\u0131n\u0131n beklendi\u011fini ifade etti.<\/p>\n

\n\t\u00d6te yandan, jeopolitik riskler petrol fiyatlar\u0131 \u00fczerinde etkili olmaya devam ederken, hafta ba\u015f\u0131nda Ukrayna’n\u0131n Rusya’n\u0131n petrol rafinerilerine d\u00fczenledi\u011fi sald\u0131r\u0131lar, Brent petrol\u00fcn varil fiyat\u0131n\u0131n 87,1 dolara kadar \u00e7\u0131kmas\u0131na yol a\u00e7t\u0131.<\/p>\n

\n\tB\u00f6ylece Ekim 2023’ten bu yana en y\u00fcksek seviyesini test eden Brent petrol\u00fcn varil fiyat\u0131, hafta i\u00e7inde arz endi\u015felerinin hafiflemesi ve dolar\u0131n yeniden de\u011fer kazanmas\u0131n\u0131n da etkisiyle haftay\u0131 y\u00fczde 0,2 art\u0131\u015fla 85 dolardan tamamlad\u0131.<\/p>\n

\n\tNew York borsas\u0131 rekor tazeledi<\/strong><\/p>\n

\n\tNew York borsas\u0131nda \u00f6ne \u00e7\u0131kan endeksler, en g\u00fc\u00e7l\u00fc haftal\u0131k kapan\u0131\u015flar\u0131n\u0131 ger\u00e7ekle\u015ftirirken, ayn\u0131 zamanda zirve seviyelerini de yeniledi.<\/p>\n

\n\tABD ekonomisinin “yumu\u015fak ini\u015f” yapabilece\u011fi ve beklentilerden g\u00fc\u00e7l\u00fc gelen \u00fclke enflasyonuna kar\u015f\u0131n Fed’in y\u0131l sonuna kadar 3 faiz indirimi yapabilece\u011fi tahminini korumas\u0131yla artan risk i\u015ftah\u0131, ABD pay piyasalar\u0131nda etkili oldu.<\/p>\n

\n\tGe\u00e7en hafta ABD’de a\u00e7\u0131klanan veriler, \u00fclkede ekonomik aktivitenin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret etmeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n

\n\tABD’de yap\u0131m\u0131na ba\u015flanan yeni konut say\u0131s\u0131, \u015fubatta y\u00fczde 10,7 art\u0131\u015fla 1 milyon 521 bine \u00e7\u0131karak piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti. \u00dclkede verilen in\u015faat izni say\u0131s\u0131 da \u015fubatta ayl\u0131k bazda y\u00fczde 1,9 artarak 1 milyon 518 bine y\u00fckseldi.<\/p>\n

\n\t\u0130malat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), martta ayl\u0131k 0,3 puan artarak 52,5 ile 21 ay\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. Piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fen endeks, imalat sekt\u00f6r\u00fcndeki geni\u015flemeye i\u015faret etti. ABD’de hizmet sekt\u00f6r\u00fc PMI ise martta ge\u00e7en aya g\u00f6re 0,6 puan azal\u0131\u015fla 51,7 de\u011ferine indi.<\/p>\n

\n\t\u00dclkede Philadelphia Fed \u0130malat Endeksi, martta 3,2’ye gerilemesine ra\u011fmen art arda ikinci ayda pozitif de\u011fer alarak sekt\u00f6rde geni\u015flemenin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi. ABD’de cari i\u015flemler a\u00e7\u0131\u011f\u0131 ise ge\u00e7en y\u0131l y\u00fczde 15,7 azal\u0131\u015fla 818,8 milyar dolara geriledi.<\/p>\n

\n\tABD’de ikinci el konut sat\u0131\u015flar\u0131, \u015fubatta y\u00fczde 9,5 art\u0131\u015fla beklentilerin \u00fczerinde ger\u00e7ekle\u015firken, son bir y\u0131l\u0131n en y\u00fcksek art\u0131\u015f\u0131 kaydedildi.<\/p>\n

\n\t\u00d6te yandan, yapay zeka ve teknoloji alan\u0131ndaki geli\u015fmeler de piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmay\u0131 s\u00fcrd\u00fcr\u00fcrken, ABD’li \u00e7ip \u00fcreticisi Nvidia, ge\u00e7en hafta “Blackwell” adl\u0131 yeni nesil \u00e7ip mimarisiyle yeni yapay zeka \u00e7ipini tan\u0131tt\u0131.<\/p>\n

\n\t\u015eirketin GPU Teknoloji Konferans\u0131’nda (GTC) Nvidia \u00dcst Y\u00f6neticisi (CEO) Jensen Huang ile Mali \u0130\u015fler Direkt\u00f6r\u00fc (CFO) Colette Kress, yat\u0131r\u0131mc\u0131lar\u0131n sorular\u0131n\u0131 yan\u0131tlad\u0131. Kress, \u015firketin yeni yapay zeka \u00e7ipinin y\u0131l sonunda piyasaya \u00e7\u0131kaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc dile getirdi. Huang da yakla\u015f\u0131k 250 milyar dolarl\u0131k veri merkezi pazar\u0131n\u0131n pe\u015finde olduklar\u0131n\u0131 ifade etti.<\/p>\n

\n\t\u015eirketin hisse fiyat\u0131, haftay\u0131 yakla\u015f\u0131k y\u00fczde 7,3 art\u0131\u015fla 942,9 dolardan tamamlayarak t\u00fcm zamanlar\u0131n en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n

\n\tBu geli\u015fmelerle New York borsas\u0131nda Nasdaq endeksi y\u00fczde 2,9 art\u0131\u015fla 16.429 puandan, S&P 500 endeksi y\u00fczde 2,3 y\u00fckseli\u015fle 5.234 puandan ve Dow Jones endeksi y\u00fczde 2 de\u011fer kazanc\u0131yla 39.476 puandan haftay\u0131 tamamlad\u0131. Endeksler b\u00f6ylece t\u00fcm zamanlar\u0131n en y\u00fcksek haftal\u0131k kapan\u0131\u015flar\u0131n\u0131 ger\u00e7ekle\u015ftirirken, ayn\u0131 zamanda da yeni zirvelerini test etmi\u015f oldu.<\/p>\n

\n\t25 Mart ile ba\u015flayan haftada, pazartesi yeni konut sat\u0131\u015flar\u0131, sal\u0131 dayan\u0131kl\u0131 mal sipari\u015fleri ve CB t\u00fcketici g\u00fcven endeksi, per\u015fembe b\u00fcy\u00fcme ve Michigan T\u00fcketici G\u00fcven Endeksi, cuma ki\u015fisel gelir ve harcamalar takip edilecek.<\/p>\n

\n\tAlmanya’da DAX 40 endeksinden tarihi kapan\u0131\u015f<\/strong><\/p>\n

\n\tAvrupa pay piyasalar\u0131nda, ge\u00e7en hafta Almanya’da DAX 40 endeksi tarihinin en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirirken, \u0130ngiltere’de FTSE 100 endeksi son bir y\u0131l\u0131n ve \u0130talya’da MIB 30 endeksi de May\u0131s 2008’den bu yana en iyi haftal\u0131k kapan\u0131\u015f seviyesini kaydetti.<\/p>\n

\n\tGe\u00e7en hafta, b\u00f6lge merkez bankalar\u0131n\u0131n faiz kararlar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunurken, \u0130ngiltere Merkez Bankas\u0131 (BoE), politika faizini beklentilere paralel \u015fekilde y\u00fczde 5,25’te sabit tuttu.<\/p>\n

\n\tBankadan yap\u0131lan a\u00e7\u0131klamada, Para Politikas\u0131 Kurulunun ge\u00e7en sonbahardan beri, enflasyonun y\u00fczde 2 hedefinin \u00fczerinde yerle\u015fik hale gelme riski ortadan kalkana kadar, para politikas\u0131n\u0131n uzun s\u00fcre boyunca k\u0131s\u0131tlay\u0131c\u0131 olmas\u0131 gerekti\u011fi kan\u0131s\u0131na vard\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n

\n\tBoE Ba\u015fkan\u0131 Andrew Bailey, karara ili\u015fkin de\u011ferlendirmesinde, “Hen\u00fcz faizi indirebilecek bir noktada de\u011filiz ama i\u015fler do\u011fru y\u00f6nde ilerliyor.” ifadesini kulland\u0131.<\/p>\n

\n\tSNB’nin ise beklenmeyen \u015fekilde politika faizini 25 baz puan d\u00fc\u015f\u00fcrerek y\u00fczde 1,50’ye indirmesi piyasalarda oynakl\u0131\u011f\u0131n artmas\u0131na neden oldu. Beklentiler bankan\u0131n politika faizini y\u00fczde 1,75 seviyesinde sabit tutaca\u011f\u0131 y\u00f6n\u00fcndeydi. B\u00f6ylece s\u00fcrpriz faiz indirimi, SNB’nin 9 y\u0131lda yapt\u0131\u011f\u0131 ilk faiz indirimi oldu.<\/p>\n

\n\tSNB, Covid-19 salg\u0131n\u0131 sonras\u0131 enflasyonist bask\u0131ya kar\u015f\u0131 koymak i\u00e7in parasal s\u0131k\u0131la\u015ft\u0131rmalara giden geli\u015fmi\u015f \u00fclkelerde faizleri d\u00fc\u015f\u00fcren ilk merkez bankas\u0131 olurken, bankadan yap\u0131lan a\u00e7\u0131klamada, i\u015f g\u00fcc\u00fc piyasas\u0131ndaki zay\u0131flaman\u0131n gelecek d\u00f6nemde daha da h\u0131zlanabilece\u011fi vurguland\u0131.<\/p>\n

\n\tBu karar\u0131n ard\u0131ndan y\u00fczde 1,6 art\u0131\u015fla haftay\u0131 0,8974 seviyesinden tamamlayan dolar\/\u0130svi\u00e7re frang\u0131 paritesi, b\u00f6ylece Kas\u0131m 2023’ten bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n

\n\t\u00d6te yandan, Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Christine Lagarde, ECB’nin muhtemelen Haziran 2024’te ilk faiz indirimine karar vermek i\u00e7in yeterli g\u00fcvenceye sahip olaca\u011f\u0131n\u0131 aktararak, “\u0130lk faiz indiriminden sonra faizlerin izleyece\u011fi yolu \u00f6nceden taahh\u00fct edemiyoruz.” dedi.<\/p>\n

\n\tAnalistler, haftaya takip edilecek yo\u011fun veri g\u00fcndeminin pay piyasalar\u0131nda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini belirterek, merkez bankalar\u0131 yetkililerinin s\u00f6zle y\u00f6nlendirmelerinin de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulundu\u011funu s\u00f6yledi.<\/p>\n

\n\tUkrayna-Rusya Sava\u015f\u0131’na ili\u015fkin geli\u015fmeler yak\u0131ndan takip edilirken, Rusya Devlet Ba\u015fkanl\u0131\u011f\u0131 se\u00e7imini, sand\u0131k \u00e7\u0131k\u0131\u015f anketine g\u00f6re oylar\u0131n y\u00fczde 87,8’ini alan Vladimir Putin kazand\u0131.<\/p>\n

\n\tBu geli\u015fmelerle Almanya’da ge\u00e7en haftay\u0131 DAX 40 endeksi y\u00fczde 1,5 art\u0131\u015fla 18.206 puandan tamamlayarak, t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. \u0130ngiltere’de FTSE 100 endeksi de y\u00fczde 2,6 de\u011fer kazanc\u0131yla 7.931 puanla yakla\u015f\u0131k son 1 y\u0131l\u0131n en g\u00fc\u00e7l\u00fc haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirirken, \u0130talya’da MIB 30 endeksi, y\u00fczde 1,2 primle 34.344 puandan haftay\u0131 tamamlay\u0131p May\u0131s 2008’den bu yana en y\u00fcksek kapan\u0131\u015f\u0131n\u0131 yapt\u0131. Fransa’da CAC 40 endeksi ise y\u00fczde 0,2 azal\u0131\u015f kaydetti.<\/p>\n

\n\tGelecek hafta, \u00e7ar\u015famba g\u00fcn\u00fc Avro B\u00f6lgesi’nde t\u00fcketici ve ekonomik g\u00fcven endeksi, per\u015fembe \u0130ngiltere’de b\u00fcy\u00fcme ve Almanya’da i\u015fsizlik oran\u0131 verileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n

\n\tBoJ, 17 y\u0131l sonra negatif faiz politikas\u0131n\u0131 sonland\u0131rd\u0131<\/strong><\/p>\n

\n\tAsya pay piyasalar\u0131nda ge\u00e7en hafta kar\u0131\u015f\u0131k seyir hakim olurken, Japonya’da Nikkei 225 endeksi Japonya Merkez Bankas\u0131n\u0131n (BoJ) negatif faiz politikas\u0131na son verdi\u011fi haftay\u0131 rekorla kapatt\u0131.<\/p>\n

\n\tBoJ, ge\u00e7en hafta b\u00fcy\u00fck \u015firketlerdeki \u00f6nemli \u00fccret art\u0131\u015flar\u0131n\u0131n ard\u0131ndan 17 y\u0131l sonra ilk kez faiz art\u0131rarak, 2016’da ba\u015flad\u0131\u011f\u0131 negatif faiz politikas\u0131na son verdi. B\u00f6ylece BoJ, d\u00fcnyan\u0131n \u00f6nde gelen merkez bankalar\u0131 aras\u0131nda negatif faiz politikas\u0131n\u0131 terk eden son banka oldu.<\/p>\n

\n\tBanka, k\u0131sa vadeli faiz oranlar\u0131n\u0131n y\u00fczde eksi 0,1’den y\u00fczde 0 ila y\u00fczde 0,1 aral\u0131\u011f\u0131na y\u00fckseltirken, 10 y\u0131ll\u0131k Japon devlet tahvillerine ili\u015fkin getiri e\u011frisi kontrol\u00fcn\u00fc de sona erdirdi. BoJ, tahvil al\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrece\u011fini, \u015firket tahvili ve benzeri varl\u0131klarda al\u0131mlar\u0131n ise 1 y\u0131l i\u00e7inde sona erece\u011fini duyurdu.<\/p>\n

\n\tJaponya’da 33 y\u0131l\u0131n en y\u00fcksek seviyesindeki \u00fccret art\u0131\u015flar\u0131, BoJ’a negatif faiz politikas\u0131n\u0131 sonland\u0131rmak i\u00e7in hareket alan\u0131 sa\u011flayaca\u011f\u0131na y\u00f6nelik beklentileri art\u0131rm\u0131\u015ft\u0131. \u00dclkede enflasyonun ocakta y\u0131ll\u0131k y\u00fczde 2,2’ye \u00e7\u0131kmas\u0131 da bankan\u0131n ultra gev\u015fek para politikas\u0131na son verebilece\u011fine ili\u015fkin g\u00f6r\u00fc\u015flerin artmas\u0131na neden olmu\u015ftu.<\/p>\n

\n\t\u00d6te yandan, Japonya’da ge\u00e7en hafta a\u00e7\u0131klanan verilere g\u00f6re, ocakta sanayi \u00fcretimi y\u00fczde 7,5 ve kapasite kullan\u0131m\u0131 y\u00fczde 0,1 geriledi. \u00dclkede d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 379,4 milyar yen olurken, imalat sanayi PMI 48,2’ye, hizmet sekt\u00f6r\u00fc PMI 54,9’a \u00e7\u0131kt\u0131.<\/p>\n

\n\t\u00c7in taraf\u0131nda ise \u00c7in Merkez Bankas\u0131 (PBoC) hafta i\u00e7inde k\u0131sa d\u00f6nemli kredi faizlerini y\u00fczde 3,45’te sabit b\u0131rakt\u0131.<\/p>\n

\n\t\u00d6te yandan, dolar\/yen paritesinin haftay\u0131 y\u00fczde 1,6 art\u0131\u015fla 151,4 seviyesinden tamamlayarak zirvesine yak\u0131n seyretmesi dikkati \u00e7ekti.<\/p>\n

\n\tAnalistler, gelecek hafta \u00f6zellikle Japonya’da a\u00e7\u0131klanacak makroekonomik verilerin pay piyasalar\u0131nda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini ifade etti.<\/p>\n

\n\tBu geli\u015fmelerin ard\u0131ndan Japonya’da Nikkei 225 endeksi y\u00fczde 5,6 art\u0131\u015fla 40.888 puandan haftay\u0131 tamamlayarak t\u00fcm zamanlar\u0131n en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi. G\u00fcney Kore’de Kospi endeksi de y\u00fczde 3,1 de\u011fer kazanc\u0131yla 2.749 puana \u00e7\u0131karak, Ocak 2022’den bu yana en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 yapt\u0131.<\/p>\n

\n\tHong Kong’da Hang Seng endeksi y\u00fczde 1,3 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2 azal\u0131\u015f kaydetti.<\/p>\n

\n\t25 Mart ile ba\u015flayan haftada sal\u0131 g\u00fcn\u00fc \u00c7in’de sanayi karlar\u0131, cuma g\u00fcn\u00fc Japonya’da Tokyo T\u00dcFE, i\u015fsizlik oran\u0131, perakende sat\u0131\u015flar ve sanayi \u00fcretimi verileri takip edilecek.<\/p>\n

\n\tTCMB’den s\u00fcrpriz faiz art\u0131r\u0131m karar\u0131<\/strong><\/p>\n

\n\tYurt i\u00e7inde Borsa \u0130stanbul’da BIST 100 endeksi haftay\u0131 y\u00fczde 3,20 de\u011fer kazanc\u0131yla 9.111,50 puandan tamamlarken, bu y\u00fckseli\u015fte T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) 500 baz puanl\u0131k faiz art\u0131r\u0131m\u0131n\u0131n ard\u0131ndan bankac\u0131l\u0131k sekt\u00f6rlerindeki al\u0131\u015flar etkili oldu.<\/p>\n

\n\tTCMB Para Politikas\u0131 Kurulu (PPK), politika faizi olan bir hafta vadeli repo ihale faiz oran\u0131n\u0131 500 baz puan art\u0131rarak y\u00fczde 45’ten 50’ye \u00e7\u0131kard\u0131.<\/p>\n

\n\tPPK karar metninde, “Kurul, ayr\u0131ca operasyonel \u00e7er\u00e7evede de\u011fi\u015fikli\u011fe giderek Merkez Bankas\u0131 gecelik vadede bor\u00e7lanma ve bor\u00e7 verme oranlar\u0131n\u0131n bir hafta vadeli repo ihale faiz oran\u0131na k\u0131yasla -\/+ 300 baz puanl\u0131k bir marj ile belirlenmesine karar vermi\u015ftir.” ifadesi kullan\u0131lm\u0131\u015ft\u0131. D\u00fcnk\u00fc faiz karar\u0131 \u00f6ncesi gecelik vadede bor\u00e7lanma ve bor\u00e7 verme oranlar\u0131, bir hafta vadeli repo ihale faiz oran\u0131na k\u0131yasla -\/+ 150 baz puanl\u0131k bir marjla belirleniyordu.<\/p>\n

\n\tUzmanlar ve yabanc\u0131 yat\u0131r\u0131m kurulu\u015flar\u0131, TCMB’nin ald\u0131\u011f\u0131 “s\u00fcrpriz” faiz karar\u0131 ve PPK metninin, bankan\u0131n enflasyonla m\u00fccadelede ne kadar ciddi ve kararl\u0131 oldu\u011funu g\u00f6sterdi\u011fini vurgulad\u0131.<\/p>\n

\n\tABD’li yat\u0131r\u0131m bankas\u0131 Goldman Sachs, T\u00fcrkiye’ye ili\u015fkin raporunda, “TCMB’nin s\u00f6z konusu faiz karar\u0131n\u0131n, bankan\u0131n fiyat istikrar\u0131n\u0131 sa\u011flamaya dair kararl\u0131l\u0131\u011f\u0131 ve geleneksel politikalara b\u00fct\u00fcn\u00fcyle ge\u00e7i\u015fe y\u00f6nelik g\u00fcvenilirli\u011fini art\u0131rabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Faiz art\u0131r\u0131m\u0131n\u0131n yerel se\u00e7imlere iki haftadan az bir s\u00fcre kala yap\u0131lmas\u0131 sinyal etkisini daha da g\u00fc\u00e7lendirdi.” de\u011ferlendirmesinde bulundu.<\/p>\n

\n\tTCMB’nin anketinde y\u0131l sonu enflasyon beklentisinde g\u00f6r\u00fclen art\u0131\u015f\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde geriye d\u00f6n\u00fck bak\u0131\u015f\u0131 yans\u0131tt\u0131\u011f\u0131 belirtilen raporda, “Enflasyon beklentilerinin y\u00fckselmedi\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. S\u00f6z konusu karar\u0131n yeni bir s\u0131k\u0131la\u015fma d\u00f6ng\u00fcs\u00fcn\u00fcn ba\u015flang\u0131c\u0131 oldu\u011funu d\u00fc\u015f\u00fcnm\u00fcyoruz. Bu ad\u0131m, TL’de de\u011fer kayb\u0131 beklentilerinin \u00f6n\u00fcne ge\u00e7ebilmek ve enflasyon beklentilerini d\u00fc\u015f\u00fcrmek amac\u0131yla at\u0131ld\u0131.” ifadeleri kullan\u0131ld\u0131.<\/p>\n

\n\tMerkezi \u0130ngiltere’de bulunan \u00e7ok uluslu yat\u0131r\u0131m bankas\u0131 HSBC de m\u00fc\u015fterilerine g\u00f6nderdi\u011fi raporda, TCMB’nin beklenmeyen faiz art\u0131r\u0131m karar\u0131yla ilgili, “Yakla\u015fan se\u00e7imlere ra\u011fmen para politikas\u0131n\u0131n kararl\u0131l\u0131kla s\u0131k\u0131la\u015ft\u0131r\u0131lmas\u0131 cesaret verici ve olumlu.” de\u011ferlendirmesinde bulunuldu.<\/p>\n

\n\tAlman bankas\u0131 Deutsche Bank da T\u00fcrkiye ile ilgili yay\u0131mlad\u0131\u011f\u0131 raporda, yakla\u015f\u0131k 10 g\u00fcn \u00f6nce uzun TL carry trade pozisyonlar\u0131n\u0131 karla kapatt\u0131klar\u0131n\u0131 an\u0131msatarak, TCMB’nin d\u00fcnk\u00fc faiz karar\u0131n\u0131n ard\u0131ndan yeniden TL’de uzun pozisyon almaya ili\u015fkin g\u00fcvenli hissettiklerini aktard\u0131.<\/p>\n

\n\tYap\u0131lan son faiz art\u0131\u015f\u0131n\u0131n rezervler \u00fczerindeki bask\u0131lar\u0131 gev\u015fetece\u011fi \u00f6ng\u00f6r\u00fclen raporda, T\u00fcrkiye’nin dezenflasyon hedeflerinin gitgide daha ger\u00e7ek\u00e7i g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fcn alt\u0131 \u00e7izildi.<\/p>\n

\n\tBu geli\u015fmelerin ard\u0131ndan dolar\/TL, haftay\u0131 bir \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,3 alt\u0131nda 32,0219’dan tamamlad\u0131. B\u00f6ylece dolar kuru, A\u011fustos 2023’ten bu yana ilk kez haftal\u0131k bazda negatif kapan\u0131\u015f ger\u00e7ekle\u015ftirmi\u015f oldu.<\/p>\n

\n\tGelecek hafta, per\u015fembe PPK toplant\u0131 \u00f6zeti, ekonomik g\u00fcven endeksi ile haftal\u0131k para ve banka istatistikleri, cuma g\u00fcn\u00fc de d\u0131\u015f ticaret dengesi verileri takip edilecek.<\/p>\n

\n\tAnalistler, teknik a\u00e7\u0131dan BIST 100 endeksinde 9.300 ve 9.450 seviyelerinin diren\u00e7 konumda oldu\u011funu, 9.000 ve 8.900 puan\u0131n ise destek olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n

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

Hafta boyunca d\u00fcnya genelinde \u00f6nemli merkez bankalar\u0131n\u0131n faiz kararlar\u0131 g\u00fcndemin oda\u011f\u0131nda oldu. Baz\u0131 merkez bankalar\u0131…<\/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":[3844,1306,121,122,2047],"class_list":["post-7238","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi-haberleri","tag-haftayi","tag-kapatti","tag-kuresel","tag-piyasalar","tag-rekorla"],"yoast_head":"\nK\u00fcresel piyasalar haftay\u0131 rekorla kapatt\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=7238\" \/>\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 rekorla kapatt\u0131 - Es-Exchange Ekonomi Haberleri\" \/>\n<meta property=\"og:description\" content=\"Hafta boyunca d\u00fcnya genelinde \u00f6nemli merkez bankalar\u0131n\u0131n faiz kararlar\u0131 g\u00fcndemin oda\u011f\u0131nda oldu. 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