K\u00fcresel piyasalar, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n politikalar\u0131na ait devam eden kayg\u0131lar ve ABD Merkez Bankas\u0131ndan (Fed) beklenen faiz indirimlerine ait birtak\u0131m banka \u00fcyelerinden gelen temkinli a\u00e7\u0131klamalarla kar\u0131\u015f\u0131k seyrederken, g\u00f6zler bug\u00fcn Fed Ba\u015fkan\u0131 Jerome Powell’dan gelecek a\u00e7\u0131klamalara \u00e7evrildi.<\/p>\n
Fed’in faiz indirimlerine devam edece\u011fine dair olumlu beklentilere ra\u011fmen banka \u00fcyelerinden gelen kar\u0131\u015f\u0131k a\u00e7\u0131klamalar, bankan\u0131n siyasetlerine ait tela\u015flara sebep oluyor.<\/p>\n
Atlanta Fed Ba\u015fkan\u0131 Raphael Bostic, The Wall Street Journal gazetesine verdi\u011fi r\u00f6portajda, enflasyon tela\u015flar\u0131 nedeniyle ekim ay\u0131nda faizleri tekrar d\u00fc\u015f\u00fcrmeyi destekleme konusunda \u015fimdilik teredd\u00fctl\u00fc oldu\u011funu tabir etti.<\/p>\n
Cleveland Fed Ba\u015fkan\u0131 Beth Hammack da enflasyona odaklanmaya devam etti\u011fini ve faiz indirimlerinde temkinli olunmas\u0131 gerekti\u011fini belirtti.<\/p>\n
St. Louis Fed Ba\u015fkan\u0131 Alberto Musalem, para siyasetinin \u00e7ok gev\u015fek hale gelmesine yol a\u00e7madan daha fazla faiz indirimi i\u00e7in hudutlu bir alan oldu\u011funa inand\u0131\u011f\u0131n\u0131 ve temkinli ilerlenmesi gerekti\u011fini aktard\u0131.<\/p>\n
Trump’\u0131n Fed Y\u00f6netim Kurulu \u00fcyeli\u011fine yeni atad\u0131\u011f\u0131 Stephen Miran ise tarifeler, g\u00f6\u00e7menlikle ilgili k\u0131s\u0131tlamalar ve vergi siyasetinin n\u00f6tr faiz oran\u0131n\u0131 a\u015fa\u011f\u0131 \u00e7ekti\u011fini, bu nedenle iktisada ziyan vermemek i\u00e7in faizlerin \u00e7ok daha d\u00fc\u015f\u00fck d\u00fczeylerde olmas\u0131 gerekti\u011fini savundu.<\/p>\n
Analistler, Fed Ba\u015fkan\u0131 Jerome Powell’dan bug\u00fcn gelecek a\u00e7\u0131klamalar\u0131n piyasalar\u0131n taraf\u0131 \u00fczerinde belirleyici olabilece\u011fini s\u00f6yledi.<\/p>\n
\u00d6te yandan Trump’\u0131n “H-1B” \u00e7al\u0131\u015fma vizelerine 100 bin dolarl\u0131k m\u00fcracaat fiyat\u0131 getirme karar\u0131n\u0131n global piyasalar \u00fczerindeki tesirleri de devam ediyor.<\/p>\n
Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi enflasyonist bask\u0131lar\u0131n devam edece\u011fine ait tasalarla 4,15 d\u00fczeyinin \u00fczerine \u00e7\u0131karken, dolar endeksi yatay seyirle 97,4 d\u00fczeyinde seyrediyor.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131 Fed’e ait faiz indirim beklentileri ve devam eden jeopolitik risklerle bug\u00fcn 3 bin 759,29 dolarla rekor tazeledi. \u015eu dakikalarda alt\u0131n\u0131n ons fiyat\u0131 3 bin 755 dolardan al\u0131c\u0131 buluyor.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131 ise global petrol arz\u0131n\u0131n artaca\u011f\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fclerle y\u00fczde 0,6 azal\u0131\u015fla 65,6 dolardan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
NEW YORK POWELL’IN KONU\u015eMASI \u00d6NCES\u0130 REKOR TAZELED\u0130<\/b><\/p>\n
New York borsas\u0131nda teknoloji \u015firketlerindeki y\u00fckseli\u015flerin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde d\u00fcn m\u00fcspet bir seyir izlendi.<\/p>\n
ABD’li \u00e7ip \u00fcreticisi Nvidia, yapay zeka firmas\u0131 OpenAI ile kurdu\u011fu stratejik payda\u015fl\u0131k kapsam\u0131nda \u015firkete 100 milyar dolara yat\u0131r\u0131m yapaca\u011f\u0131n\u0131 duyurdu. Bu haberin akabinde Nvidia’n\u0131n paylar\u0131 yakla\u015f\u0131k y\u00fczde 4 bedel kazand\u0131.<\/p>\n
Bu geli\u015fmelerle Dow Jones endeksi y\u00fczde 0,14, S&P 500 endeksi y\u00fczde 0,44, ve Nasdaq endeksi y\u00fczde 0,70 bedel kazand\u0131. Dow Jones endeksi 46.447,13 puan, S&P 500 endeksi 6.698,88 ve Nasdaq endeksi 22.801,90 puanla t\u00fcm vakitlerin en y\u00fcksek d\u00fczeylerini g\u00f6rd\u00fc. ABD’de endeks vadeli kontratlar g\u00fcne negatif seyirle ba\u015flad\u0131.<\/p>\n
AVRUPA BORSALARI KARI\u015eIK KAPANDI<\/b><\/p>\n
Avrupa borsalar\u0131, d\u00fcn, ekonomik aktiviteye ait kayg\u0131larla kar\u0131\u015f\u0131k bir seyir izledi.<\/p>\n
\u00d6te yandan Avrupa Merkez Bankas\u0131 (ECB), d\u00fcn bankan\u0131n T\u00fcketici Beklentileri Anketi anketine dayanarak “Son periyottaki ticaret tansiyonlar\u0131 s\u0131ras\u0131nda t\u00fcketicilerin beklentileri ve davran\u0131\u015flar\u0131” ba\u015fl\u0131kl\u0131 ara\u015ft\u0131rma raporunu yay\u0131nlad\u0131.<\/p>\n
Buna nazaran, Euro B\u00f6lgesi t\u00fcketicileri g\u00fcmr\u00fck vergisi nedeniyle harcama al\u0131\u015fkanl\u0131klar\u0131n\u0131 de\u011fi\u015ftirerek, harcamalar\u0131n\u0131 azaltt\u0131 ve ABD eserlerinden uzak durdu.<\/p>\n
Makroekonomik data taraf\u0131na bak\u0131ld\u0131\u011f\u0131nda, Euro B\u00f6lgesi’nde eyl\u00fcl t\u00fcketici itimat endeksi -14,9 d\u00fczeyinde ger\u00e7ekle\u015fti. A\u00e7\u0131klanan datan\u0131n b\u00f6lgede ekonomik aktiviteye y\u00f6nelik risklerin devam etti\u011fini ortaya koyuyor.<\/p>\n
Kurumsal tarafta, Alman l\u00fcks spor araba \u00fcreticisi Porche paylar\u0131, \u015firketin 2025 karl\u0131l\u0131k iddias\u0131n\u0131 d\u00fc\u015f\u00fcrmesinin akabinde y\u00fczde 7,19 bedel kaybetti. Porsche’nin en b\u00fcy\u00fck hissedar\u0131 olan Volkswagen Group paylar\u0131 de y\u00fczde 7,09 geriledi.<\/p>\n
Analistler, Alman otomotiv dal\u0131n\u0131n y\u00fcksek maliyetler ve global pazar bask\u0131lar\u0131 kar\u015f\u0131s\u0131nda k\u0131r\u0131lgan bir yap\u0131ya sahip oldu\u011funu kaydetti.<\/p>\n
\u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,11, \u0130talya’da FTSE MIB 30 endeksi de y\u00fczde 0,26 k\u0131ymet kazan\u0131rken, Almanya’da DAX 30 endeksi y\u00fczde 0,48, Fransa’da CAC 40 endeksi y\u00fczde 0,30 paha kaybetti. Avrupa’da endeks vadeli kontratlar g\u00fcne olumlu seyirle ba\u015flad\u0131.<\/p>\n
G\u00dcNEY KORE HAR\u0130\u00c7 ASYA BORSALARI NEGAT\u0130F<\/b><\/p>\n
Asya borsalar\u0131nda da Trump idaresi, “H-1B” \u00e7al\u0131\u015fma vizelerine 100 bin dolarl\u0131k m\u00fcracaat fiyat\u0131 getirme karar\u0131 ve Fed \u00fcyelerinden faiz indirimlerine ait gelen kar\u0131\u015f\u0131k a\u00e7\u0131klamalarla sat\u0131\u015f y\u00fckl\u00fc bir seyir izleniyor.<\/p>\n
G\u00fcney Kore’de Kospi endeksi teknoloji paylar\u0131ndan buldu\u011fu takviyeyle y\u00fczde 0,6 paha kazan\u0131rken, \u00c7in’de \u015eanghay bile\u015fik endeksinde y\u00fczde 0,9, Hong Kong’da Hang Seng endeksi ise y\u00fczde 1 geriledi.<\/p>\n
Japonya borsas\u0131nda ise tatil nedeniyle s\u00fcre\u00e7 ger\u00e7ekle\u015fmiyor.<\/p>\n
BORSA D\u00dcN\u00dc A\u00c7ILI\u015eA NAZARAN BEDEL KAYBEDEREK KAPATTI<\/b><\/p>\n
D\u00fcn al\u0131\u015f y\u00fckl\u00fc bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi g\u00fcn\u00fc y\u00fczde 1,54 paha kazanarak 11.468,07 puandan tamamlad\u0131. Borsa \u0130stanbul Vadeli S\u00fcre\u00e7 ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 ekim vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda ola\u011fan seans kapan\u0131\u015f\u0131na nazaran y\u00fczde 0,1 paha kaybetti.<\/p>\n
Dolar\/TL d\u00fcn yatay seyirle 41,3659’dan kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda evvelki kapan\u0131\u015f\u0131n y\u00fczde 0,20 \u00fczerinde 41,4450’den s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde finansal hizmetler itimat endeksi, yurt d\u0131\u015f\u0131nda ise d\u00fcnya genelinde a\u00e7\u0131klanacak Sat\u0131n Alma Y\u00f6neticileri Endeksi (PMI) verileri ile Fed Ba\u015fkan\u0131 Powell’\u0131n konu\u015fmas\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 11.550 ve 11.650 d\u00fczeylerinin diren\u00e7, 11.400 ve 11.300 puan\u0131n dayanak pozisyonunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek bilgiler \u015f\u00f6yle:<\/strong><\/em><\/p>\n 10.00 T\u00fcrkiye, eyl\u00fcl ay\u0131 finansal hizmetler itimat endeksi<\/p>\n 10.30 Almanya, eyl\u00fcl ay\u0131 imalat sanayi\/hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n 11.00 Euro B\u00f6lgesi, eyl\u00fcl ay\u0131 imalat sanayi\/hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n 11.30 \u0130ngiltere, eyl\u00fcl ay\u0131 imalat sanayi\/hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n 14.30 T\u00fcrkiye, temmuz ay\u0131 finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri<\/p>\n 15.30 ABD, 2. \u00e7eyrek cari s\u00fcre\u00e7ler dengesi<\/p>\n 16.45 ABD, eyl\u00fcl ay\u0131 imalat sanayi\/hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n 17.00 ABD, eyl\u00fcl ay\u0131 Richmond Fed imalat sanayi endeksi<\/p>\n 19.35 ABD, Fed Ba\u015fkan\u0131 Powell’\u0131n konu\u015fmas\u0131<\/p>\n","protected":false},"excerpt":{"rendered":" Trump idaresinin siyasetleri ve Fed \u00fcyelerinden gelen temkinli a\u00e7\u0131klamalar global piyasalarda kar\u0131\u015f\u0131k bir seyre yol a\u00e7arken, yat\u0131r\u0131mc\u0131lar bug\u00fcn Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n verece\u011fi bildirilere odakland\u0131. Alt\u0131n rekor k\u0131rarken, ABD ve Avrupa borsalar\u0131 istikamet bulmaya \u00e7al\u0131\u015f\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":81863,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[82,7916,155,2257,3152],"class_list":["post-81862","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-borsa","tag-dolar","tag-endeksi","tag-seyir"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/81862","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/comments?post=81862"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/81862\/revisions"}],"predecessor-version":[{"id":81864,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/81862\/revisions\/81864"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/81863"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=81862"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=81862"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=81862"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}