ABD’de federal h\u00fck\u00fcmetin kapanma riski piyasalardaki risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcl\u00fcyor.<\/p>\n
ABD Lider Yard\u0131mc\u0131s\u0131 JD Vance, b\u00fct\u00e7e g\u00f6r\u00fc\u015fmeleri sonras\u0131nda Demokratlar\u0131 su\u00e7layarak federal h\u00fck\u00fcmetin “kapanmaya” hakikat gitti\u011fini ifade etti.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, 2026 mali y\u0131l\u0131n\u0131n ba\u015flamas\u0131na az bir m\u00fchlet kala federal h\u00fck\u00fcmete finansman sa\u011flayacak b\u00fct\u00e7e konusunda g\u00f6r\u00fc\u015fmek \u00fczere Lider Yard\u0131mc\u0131s\u0131 Vance, Temsilciler Meclisi Lideri Mike Johnson, Senato \u00c7o\u011funluk Lideri John Thune, Senato Az\u0131nl\u0131k Ba\u015fkan\u0131 Demokrat Chuck Schumer ve Temsilciler Meclisi Az\u0131nl\u0131k Lideri Hakeem Jeffries ile bir ortaya geldi.<\/p>\n
Vance, g\u00f6r\u00fc\u015fmenin akabinde bas\u0131n mensuplar\u0131na yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, “Bence bir kapanmaya hakikat gidiyoruz zira Demokratlar hakikat olan\u0131 yapm\u0131yor. Umar\u0131m fikirlerini de\u011fi\u015ftirirler, lakin g\u00f6rece\u011fiz.” dedi.<\/p>\n
ABD’de bu gece sona erecek mali y\u0131l\u0131n bitiminden evvel Kongre’de s\u00fcreksiz finansman tasar\u0131s\u0131 \u00fczerinde mutabakata var\u0131lamazsa, federal h\u00fck\u00fcmet \u00e7ar\u015famba g\u00fcn\u00fc kapanacak.<\/p>\n
\u00c7al\u0131\u015fma \u0130statistikleri Ofisi’nin kapanma durumunda uygulayaca\u011f\u0131 acil durum plan\u0131na nazaran, kapanma m\u00fchletince yay\u0131nlanmas\u0131 planlanan ekonomik bilgiler a\u00e7\u0131klanmayacak.<\/p>\n
Yat\u0131r\u0131mc\u0131lar, ABD’de federal h\u00fck\u00fcmetin kapanmas\u0131n\u0131n ABD iktisad\u0131n\u0131n gidi\u015fat\u0131n\u0131 anlamak i\u00e7in muhta\u00e7l\u0131k duyulan kimi k\u0131ymetli bilgilerin yay\u0131mlanmas\u0131n\u0131n engellenebilece\u011finden kayg\u0131 duymaya devam ediyor. Bu bilgiler ortas\u0131nda, cuma g\u00fcn\u00fc yay\u0131mlanacak istihdam raporundaki tar\u0131m d\u0131\u015f\u0131 istihdam verisi de yer al\u0131yor.<\/p>\n
\u0130\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n Fed’in faiz indirimi kararlar\u0131 a\u00e7\u0131s\u0131ndan k\u0131ymeti g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, eyl\u00fcl ay\u0131 i\u015fsizlik raporunun gecikme riskinin Fed’in yol haritas\u0131na y\u00f6nelik belirsizlikleri art\u0131rabilece\u011fi varsay\u0131m ediliyor.<\/p>\n
Ayr\u0131ca, ABD Ba\u015fkan\u0131 Trump, Truth Social hesab\u0131ndan yapt\u0131\u011f\u0131 payla\u015f\u0131mda, sinema yap\u0131mc\u0131l\u0131\u011f\u0131n\u0131n \u00f6teki \u00fclkeler taraf\u0131ndan ABD’den “\u00e7al\u0131nd\u0131\u011f\u0131n\u0131” belirterek, \u00fclke d\u0131\u015f\u0131nda yap\u0131lan t\u00fcm sinemalara y\u00fczde 100 tarife uygulayaca\u011f\u0131n\u0131 duyurdu.<\/p>\n
Trump ayr\u0131yeten ham ve i\u015flenmi\u015f kereste ithalat\u0131na y\u00fczde 10, birtak\u0131m d\u00f6\u015femeli ah\u015fap eserler ile mutfak ve banyo dolaplar\u0131na ise y\u00fczde 25 g\u00fcmr\u00fck vergisi uygulanmas\u0131n\u0131 \u00f6ng\u00f6ren bir ba\u015fkanl\u0131k bildirisi yay\u0131mlad\u0131.<\/p>\n
Fed yetkililerinin a\u00e7\u0131klamalar\u0131 da takip edilirken, Cleveland Fed Ba\u015fkan\u0131 Beth Hammack, enflasyonun i\u015f g\u00fcc\u00fc piyasas\u0131ndan daha b\u00fcy\u00fck bir kayg\u0131 kayna\u011f\u0131 oldu\u011funu belirterek, Bankan\u0131n enflasyonu so\u011futmak i\u00e7in s\u0131k\u0131 para siyasetini s\u00fcrd\u00fcrmesi gerekti\u011fini s\u00f6yledi.<\/p>\n
Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,14, dolar endeksi ise yatay seyirle 97,9 d\u00fczeyinde seyrediyor.<\/p>\n
ABD’de federal h\u00fck\u00fcmetin kapanma riskine ait tela\u015flarla yat\u0131r\u0131mc\u0131lar\u0131n inan\u00e7l\u0131 liman varl\u0131klara y\u00f6nelmesiyle 3 bin 870 dolarla rekor seviyeyi g\u00f6ren alt\u0131n\u0131n ons fiyat\u0131 d\u00fcnk\u00fc kapan\u0131\u015fa nazaran y\u00fczde 0,9 art\u0131\u015fla 3 bin 869 dolarda seyrediyor.<\/p>\n
OPEC+ \u00fclkelerinin \u00fcretim art\u0131\u015f\u0131 plan\u0131n\u0131n global piyasalarda olu\u015fturdu\u011fu arz fazlas\u0131 beklentileriyle Brent petrol\u00fcn varili y\u00fczde 0,1 azal\u0131\u015fla 66,7 dolarda seyrediyor.<\/p>\n
Rusya Maliye Bakanl\u0131\u011f\u0131 2026 mali politika k\u0131lavuz tasla\u011f\u0131na nazaran, Brent petrolde 50 dolar\u0131n alt\u0131na d\u00fc\u015fme riski artt\u0131.<\/p>\n
NEW YORK BORSASI M\u00dcSPET SEYRETT\u0130<\/b><\/p>\n
New York borsas\u0131nda ABD Merkez Bankas\u0131n\u0131n (Fed) faiz indirimine gidece\u011fine y\u00f6nelik beklentilerin g\u00fcc\u00fcn\u00fc muhafazas\u0131yla m\u00fcspet bir seyir izleniyor.<\/p>\n
Dow Jones endeksi, y\u00fczde 0,15, S&P 500 endeksi y\u00fczde 0,26 ve Nasdaq endeksi y\u00fczde 0,48 k\u0131ymet kazand\u0131. ABD’de endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
AVRUPA BORSALARI Y\u00dcKSELD\u0130<\/b><\/p>\n
Avrupa borsalar\u0131nda ise ABD\u2019de federal h\u00fck\u00fcmetin kapanabilece\u011fine ait kayg\u0131lara ra\u011fmen d\u00fcn \u0130talya hari\u00e7 olumlu bir seyir izlendi.<\/p>\n
Fed’in faiz indirimine gidece\u011fine y\u00f6nelik beklentilerin g\u00fcc\u00fcn\u00fc m\u00fcdafaas\u0131, Avrupa borsalar\u0131n\u0131n olumlu seyrinde tesirli oldu.<\/p>\n
\u00d6te yandan Avro B\u00f6lgesi’nde ekonomik itimat endeksi eyl\u00fclde ayl\u0131k bazda 0,2 puan artarak 95,5’e \u00e7\u0131kt\u0131.<\/p>\n
\u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,16, Almanya’da DAX 40 endeksi y\u00fczde 0,02 ve Fransa’da CAC 40 endeksi y\u00fczde 0,13 bedel kazan\u0131rken, \u0130talya’da FTSE MIB 30 endeksi ise y\u00fczde 0,22 paha kaybetti. Avrupa’da endeks vadeli kontratlar g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
ASYA BORSALARI KARI\u015eIK SEYRED\u0130YOR<\/b><\/p>\n
Asya borsalar\u0131nda b\u00f6lgede a\u00e7\u0131klanan ekonomik aktiviteye ait bilgiler sonras\u0131nda kar\u0131\u015f\u0131k bir seyir izleniyor.<\/p>\n
A\u00e7\u0131klanan datalardan gelen sinyallerle Asya borsalar\u0131nda istikamet aray\u0131\u015f\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Makroekonomik bilgi taraf\u0131na bak\u0131ld\u0131\u011f\u0131nda \u00c7in’de eyl\u00fcl ay\u0131na ait imalat sanayi Sat\u0131n Alma Y\u00f6neticileri Endeksi (PMI), 49,8 d\u00fczeyinde ger\u00e7ekle\u015fti.<\/p>\n
A\u011fustos ay\u0131nda 49,4 d\u00fczeyinde kaydedilen imalat sanayi PMI verisi \u00fclkede imalat end\u00fcstrisinde daralman\u0131n devam etti\u011fini g\u00f6steriyor.<\/p>\n
A\u00e7\u0131klanan bilgi \u00fcreticilerin i\u00e7 talebi canland\u0131rmak i\u00e7in daha fazla te\u015fvik ve ABD ile ticaret muahedesi konusunda netlik bekledi\u011fini ortaya koyarken, \u00c7in h\u00fck\u00fcmetinin ekonomiyi destekleyece\u011fine dair beklentilerin \u00f6ne \u00e7\u0131kmas\u0131yla \u00c7in borsas\u0131nda y\u00fckseli\u015fler g\u00f6r\u00fcld\u00fc.<\/p>\n
\u00c7in’de sanayi \u015firketlerinin karlar\u0131 a\u011fustosta y\u00fczde 20,4 artm\u0131\u015ft\u0131.<\/p>\n
Japonya’da ise a\u011fustos ay\u0131na ait sanayi \u00fcretimi ayl\u0131k y\u00fczde 1,2, y\u0131ll\u0131k y\u00fczde 1,3 ile beklentilerin \u00fczerinde azal\u0131\u015f kaydetti.<\/p>\n
\u00d6te yandan Avustralya Merkez Bankas\u0131 siyaset faizini de\u011fi\u015ftirmeyerek y\u00fczde 3,60’ta sabit b\u0131rakt\u0131.<\/p>\n
Bu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,02 gerilerken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,1, Hong Kong’da Hang Seng endeksi y\u00fczde 1,4 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 1,4 y\u00fckseldi.<\/p>\n
V\u0130OP D\u00dcN AK\u015eAM SEANSINDA Y\u00dcKSELD\u0130<\/b><\/p>\n
D\u00fcn sat\u0131\u015f y\u00fckl\u00fc bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,92 paha kaybederek 11.048,13 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 0,5 bedel kazand\u0131.<\/p>\n
Dolar\/TL, d\u00fcn yatay seyirle 41,5809’dan kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda evvelki kapan\u0131\u015f\u0131n \u00e7abucak \u00fcst\u00fcnde 41,5816’dan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde i\u015fsizlik oran\u0131 ile d\u0131\u015f ticaret istikrar\u0131 datalar\u0131n\u0131n, yurt d\u0131\u015f\u0131nda ise Almanya\u2019da i\u015fsizlik oran\u0131 ve T\u00fcketici Fiyat Endeksi (T\u00dcFE), ABD\u2019de ise New York Fed t\u00fcketici inan\u00e7 endeksi ve Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n konu\u015fmas\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan, BIST 100 endeksinde 11.000 ve 10.900 d\u00fczeylerinin dayanak, 11.200 ve 11.300 puan\u0131n ise diren\u00e7 pozisyonunda bulundu\u011funu tabir etti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek bilgiler \u015f\u00f6yle:<\/strong><\/p>\n 10.00 T\u00fcrkiye, a\u011fustos ay\u0131 d\u0131\u015f ticaret dengesi<\/p>\n 10.00 T\u00fcrkiye, a\u011fustos ay\u0131 i\u015fsizlik oran\u0131<\/p>\n 10.00 T\u00fcrkiye, a\u011fustos ay\u0131 Hizmet \u00dcretici Fiyat Endeksi<\/p>\n 10.55 Almanya, eyl\u00fcl ay\u0131 i\u015fsizlik oran\u0131<\/p>\n 12.00 \u00c7in, 2. \u00e7eyrek cari s\u00fcre\u00e7ler dengesi<\/p>\n 15.00 Almanya, eyl\u00fcl ay\u0131 T\u00fcketici Fiyat Endeksi<\/p>\n 15.50 Avro B\u00f6lgesi, ECB Ba\u015fkan\u0131 Lagarde’\u0131n konu\u015fmas\u0131<\/p>\n 16.00 ABD, temmuz ay\u0131 konut fiyat endeksi<\/p>\n 17.00 ABD, a\u011fustos ay\u0131 JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131<\/p>\n 17.00 ABD, eyl\u00fcl ay\u0131 Conference Board t\u00fcketici inan\u00e7 endeksi<\/p>\n","protected":false},"excerpt":{"rendered":" Global piyasalarda, ABD\u2019de federal h\u00fck\u00fcmetin kapanabilece\u011fine ait kayg\u0131larla kar\u0131\u015f\u0131k bir seyir izleniyor.<\/p>\n","protected":false},"author":1,"featured_media":84083,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[82,32,2257,1477,524],"class_list":["post-84082","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-baskan","tag-endeksi","tag-fed","tag-is"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/84082","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=84082"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/84082\/revisions"}],"predecessor-version":[{"id":84084,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/84082\/revisions\/84084"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/84083"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=84082"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=84082"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=84082"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}