K\u00fcresel piyasalar, ABD’de \u00f6zel b\u00f6l\u00fcm istihdam datalar\u0131n\u0131n faiz indirim beklentilerini beslemesi ve h\u00fck\u00fcmetin k\u0131sa m\u00fcddette a\u00e7\u0131labilece\u011fine dair artan iyimserliklerle m\u00fcspet bir seyir izliyor.<\/p>\n
ABD’de mali gev\u015femenin yol haritas\u0131na y\u00f6nelik devam eden belirsizlikler d\u00fcn a\u00e7\u0131klanan ADP \u00f6zel kesim istihdam verisinin akabinde azald\u0131. Kelam konusu bilginin istihdamda beklentilerin \u00fczerinde so\u011fumaya i\u015faret etmesi ABD Merkez Bankas\u0131n\u0131n (Fed) faiz indirim beklentilerini g\u00fc\u00e7lendirdi.<\/p>\n
D\u00fcn a\u00e7\u0131klanan bilgilere nazaran ABD’de \u00f6zel dal istihdam\u0131, eyl\u00fclde art\u0131\u015f beklentilerinin tersine 32 bin ki\u015filik azald\u0131. Analistler, \u00f6zel b\u00f6l\u00fcm istihdam\u0131ndaki beklenmedik d\u00fc\u015f\u00fc\u015f\u00fcn i\u015f g\u00fcc\u00fc piyasas\u0131ndaki zay\u0131flamaya dair yeni ispat sundu\u011funu tabir etti.<\/p>\n
S\u00f6z konusu datan\u0131n akabinde para piyasalar\u0131nda Fed’in y\u0131l sonuna kadar toplamda 50 baz puan indirimine gitmesine kesin g\u00f6z\u00fcyle bak\u0131lmaya ba\u015fland\u0131.<\/p>\n
ABD’DE H\u00dcK\u00dcMET\u0130N KAPALI KALMASI B\u0130LG\u0130 AKI\u015eINA ENGEL<\/b><\/p>\n
ABD’de Federal kamu kurulu\u015flar\u0131n\u0131n faaliyetlerini s\u00fcrd\u00fcrmesini sa\u011flayacak s\u00fcreksiz bir b\u00fct\u00e7e tasar\u0131s\u0131n\u0131n Kongre’den ge\u00e7ememesi, 2019’dan bu yana birinci sefer h\u00fck\u00fcmetin kapanmas\u0131na yol a\u00e7t\u0131.<\/p>\n
Federal h\u00fck\u00fcmetin kapanmas\u0131ndan \u00f6t\u00fcr\u00fc yat\u0131r\u0131mc\u0131lar kamu kurum ve kurulu\u015flar\u0131ndan a\u00e7\u0131klanan datalar yerine \u00f6zel kurumlar\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 makroekonomik bilgilere odaklan\u0131yor. Yar\u0131n a\u00e7\u0131klanmas\u0131 planlanan ve i\u00e7inde tar\u0131m d\u0131\u015f\u0131 istihdam ve i\u015fsizlik oran\u0131 \u00fczere de\u011ferli bilgilerin bulundu\u011fu istihdam raporu verisinin bu hafta yay\u0131nlanmas\u0131 beklenmiyor.<\/p>\n
H\u00fck\u00fcmetin kapanmas\u0131 m\u00fcnasebetiyle kimi kilit ekonomik bilgilerin yay\u0131mlanmas\u0131n\u0131n aksamas\u0131n\u0131n Fed kararlar\u0131 i\u00e7in belirsizlik yaratabilece\u011fini belirten analistler, lakin Fed’in faiz indirimine devam edece\u011fine y\u00f6nelik beklentilerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi.<\/p>\n
Piyasalar taraf\u0131nda ise ABD’de h\u00fck\u00fcmetin kapanmas\u0131n\u0131n tesirleri merak ediliyor. D\u00fcn a\u00e7\u0131klama yapan Milletleraras\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, ABD’de federal h\u00fck\u00fcmetin kapanmas\u0131n\u0131n, \u00fclkenin kredi notu \u00fczerinde k\u0131sa vadede bir tesiri olmayaca\u011f\u0131n\u0131, fakat uzun m\u00fcddettir devam eden siyaset \u00fcretimindeki zay\u0131fl\u0131klar\u0131 g\u00f6sterdi\u011fini bildirdi.<\/p>\n
Analistler, borsan\u0131n daha evvelki h\u00fck\u00fcmet kapanmalar\u0131n\u0131 ekseriyetle meselesiz bir bi\u00e7imde atlatt\u0131\u011f\u0131n\u0131 belirterek, lakin bu seferki kapanman\u0131n yava\u015flayan i\u015f g\u00fcc\u00fc piyasas\u0131 ve enflasyon riskleri \u00fczere bir dizi ekonomik fakt\u00f6r nedeniyle daha riskli olabilece\u011fini anlatt\u0131.<\/p>\n
ABD’DE H\u00dcK\u00dcMET\u0130N KAPANMASI UZUN S\u00dcRMEYECEK<\/b><\/p>\n
ABD Lider Yard\u0131mc\u0131s\u0131 JD Vance Beyaz Saray’da d\u00fczenlenen bas\u0131n toplant\u0131s\u0131nda, “Kongre’deki Demokratlar\u0131n ne yapaca\u011f\u0131n\u0131 \u00f6ng\u00f6remem lakin asl\u0131nda o kadar uzun s\u00fcrecek bir kapanma olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnm\u00fcyorum.” dedi.<\/p>\n
Kapanma devam ederse kimi \u00e7al\u0131\u015fanlar\u0131 i\u015ften \u00e7\u0131karmak zorunda kalacaklar\u0131n\u0131 lisana getiren Vance, lakin i\u015ften \u00e7\u0131karmalarla ilgili en son bir karar al\u0131nmad\u0131\u011f\u0131n\u0131 belirtti. Vance, kapanmay\u0131 sona erdirmek i\u00e7in Senato’daki bir\u00e7ok Demokrat ve Cumhuriyet\u00e7iyle g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n
ABD ENDEKSLER\u0130 FA\u0130Z \u0130ND\u0130R\u0130M\u0130 BEKLENT\u0130S\u0130YLE Y\u00dcKSELD\u0130<\/b><\/p>\n
ABD’de h\u00fck\u00fcmetin uzun m\u00fcddet kapal\u0131 kalmayaca\u011f\u0131na y\u00f6nelik iyimserlikler ve Fed’e ait artan faiz indirim beklentilerin tesiriyle New York Borsas\u0131’nda d\u00fcn al\u0131c\u0131l\u0131 bir seyir izlenirken, endeks vadeli kontratlar yeni g\u00fcne de olumlu ba\u015flad\u0131.<\/p>\n
D\u00fcn S&P 500 endeksi y\u00fczde 0,34, Nasdaq endeksi y\u00fczde 0,42 ve Dow Jones endeksi de y\u00fczde 0,09 k\u0131ymet kazand\u0131. SP 500 endeksi t\u00fcm vakitlerin en y\u00fcksek d\u00fczeyine ula\u015f\u0131rken, Dow Jones endeksi de kapan\u0131\u015f rekoru tazeledi.<\/p>\n
Alt\u0131n\u0131n onsu 6 haftal\u0131k y\u00fckseli\u015f trendinin akabinde bu haftaya da y\u00fckseli\u015fle ba\u015flad\u0131. D\u00fcn 3 bin 895,36 dolara \u00e7\u0131karak rekor tazeleyen alt\u0131n\u0131n onsu, g\u00fcn\u00fc y\u00fczde 0,19 bedel \u00e7\u0131kar\u0131yla 3 bin 865,70 dolardan tamamlad\u0131. Alt\u0131n\u0131n onsu \u015fu s\u0131ralarda evvelki kapan\u0131\u015f\u0131n y\u00fczde 0,06 \u00fczerinde 3 bin 868 dolardan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
ABD’nin 10 y\u0131ll\u0131k tahvil faizi ise d\u00fcnk\u00fc bilgi ak\u0131\u015f\u0131n\u0131n akabinde 5 baz puan d\u00fc\u015f\u00fc\u015fle 4,10 d\u00fczeyinde dengelenirken, dolar endeksindeki geri \u00e7ekilme 5. s\u00fcre\u00e7 g\u00fcn\u00fcne ta\u015f\u0131nd\u0131. D\u00fcn y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 97,8 d\u00fczeyinde kapanan dolar endeksi, yeni g\u00fcnde de y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 97,7 d\u00fczeyinde bulunuyor.<\/p>\n
Brent petrol\u00fcn varili ise \u015fu s\u0131ralarda y\u00fczde 0,5 art\u0131\u015fla 65,6 dolardan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
AVRUPA’DA DA VADEL\u0130 ENDEKSLER G\u00dcNE M\u00dcSPET BA\u015eLADI<\/b><\/p>\n
Avrupa borsalar\u0131nda d\u00fcn m\u00fcspet bir seyir izlenirken, b\u00f6lgedeki Rusya’ya ait jeopolitik tansiyonlar yak\u0131ndan takip ediliyor.<\/p>\n
D\u00fcn Avrupa Birli\u011fi (AB) liderleri, D\u00f6nem Ba\u015fkan\u0131 Danimarka’n\u0131n ev sahipli\u011finde g\u00fcvenlik ve savunma bahisli gayriresmi tepe i\u00e7in Kopenhag’da bir ortaya geldi. Danimarka, son devirde hava alan\u0131nda g\u00f6r\u00fclen dronlar nedeniyle Avrupa’n\u0131n g\u00fcvenlik tasalar\u0131n\u0131n da oda\u011f\u0131nda yer al\u0131yor.<\/p>\n
Rus dron ve jetlerinin Polonya, Romanya ve Estonya’n\u0131n hava alanlar\u0131n\u0131 ihlal etmesinin akabinde Danimarka’da da kritik askeri tesisler ve sivil havalimanlar\u0131 \u00fczerinde tan\u0131mlanamayan dronlar\u0131n g\u00f6r\u00fcnmesi yetkilileri harika tedbirler almas\u0131na neden olmu\u015ftu.<\/p>\n
Zirvenin giri\u015finde a\u00e7\u0131klama yapan AB Komisyonu Ba\u015fkan\u0131 Ursula von der Leyen, Rusya’n\u0131n AB’nin kararl\u0131l\u0131\u011f\u0131n\u0131 s\u0131nad\u0131\u011f\u0131n\u0131 belirterek, \u00fcye \u00fclkelere “birlik” olma davetinde bulundu. Von der Leyen, doru\u011fun \u00f6ncelikli olarak savunma ve Ukrayna’ya odaklanaca\u011f\u0131na i\u015faret ederek, Ukrayna i\u00e7in 4 milyar euro tahsis edildi\u011fini bildirdi.<\/p>\n
Von der Leyen de AB’nin savunma ve g\u00fcvenlik alan\u0131ndaki gereksinimlerinin “acil” oldu\u011funu vurgulayarak, “Geli\u015ftirilmi\u015f, diren\u00e7li ve yenilik\u00e7i bir Avrupa savunma end\u00fcstrisine gereksinimimiz var.” dedi.<\/p>\n
Makroekonomik tarafta ise Euro B\u00f6lgesi’nde a\u011fustosta y\u00fczde 2 olan y\u0131ll\u0131k enflasyon, eyl\u00fclde y\u00fczde 2,2’ye \u00e7\u0131kt\u0131. Enflasyon, eyl\u00fclde ayl\u0131k bazda ise y\u00fczde 0,1 oldu. Kelam konusu data eyl\u00fcl ay\u0131nda Avrupa Merkez Bankas\u0131n\u0131n (ECB) amac\u0131ndan uzakla\u015ft\u0131.<\/p>\n
D\u00fcn \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 1,03, \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,83, Almanya’da DAX 40 y\u00fczde 0,98 ve Fransa’da CAC 40 endeksi y\u00fczde 0,90 paha kazand\u0131. Avrupa’da endeks vadeli kontratlar g\u00fcne olumlu ba\u015flad\u0131.<\/p>\n
ASYA’DA BORSALAR POZ\u0130T\u0130F<\/b><\/p>\n
Asya’da Ulusal G\u00fcn nedeniyle \u00c7in’de s\u00fcre\u00e7 ger\u00e7ekle\u015fmezken, Fed’in faiz indirim s\u00fcrecine y\u00f6nelik artan iyimserliklerle b\u00f6lge hisse piyasalar\u0131 m\u00fcspet seyrediyor.<\/p>\n
Fed’e y\u00f6nelik artan faiz indirim beklentilerinin yan\u0131 s\u0131ra G\u00fcney Koreli teknoloji \u015firketi Samsung Electronics ve yar\u0131 iletken \u00fcreticisi SK Hynix’in OpenAI ile imzalad\u0131\u011f\u0131 Stargate Program\u0131 kapsam\u0131ndaki data merkezleri i\u00e7in bellek \u00e7ipleri tedarikine y\u00f6nelik \u00f6n mutabakatlar da b\u00f6lgedeki risk i\u015ftah\u0131n\u0131 art\u0131yor.<\/p>\n
S\u00f6z konusu mutabakat\u0131n akabinde b\u00f6lgedeki teknoloji paylar\u0131 \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckseli\u015f dikkati \u00e7ekerken, Kospi endeksi’nde s\u00fcre\u00e7 g\u00f6ren SK Hynix’in paylar\u0131 y\u00fczde 10,7 ve Samsung Electronics’in paylar\u0131 4,6 y\u00fckseli\u015fle s\u00fcre\u00e7 g\u00f6r\u00fcyor. Bu geli\u015fmelerle Kospi endeksi t\u00fcm vakitlerin en y\u00fcksek d\u00fczeylerini g\u00f6r\u00fcrken, rekor kapan\u0131\u015f yapmaya haz\u0131rlan\u0131yor.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,1, Hong Kong’da Hang Seng endeksi y\u00fczde 1,8 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 2,7 y\u00fckseli\u015fle s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
BORSA D\u00dcN ALICILI SEYRETT\u0130<\/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 1,89 k\u0131ymet kazanarak 11.220,22 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 y\u00fckseldi.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 41,5550’den kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda evvelki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,1 \u00fczerinde 41,5960’tan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde haftal\u0131k para ve banka istatistikleri, yurt d\u0131\u015f\u0131nda ise Euro B\u00f6lgesi’nde i\u015fsizlik oran\u0131n\u0131n a\u00e7\u0131klanaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
ABD’de federal h\u00fck\u00fcmetin kapanmas\u0131 sebebiyle bug\u00fcn data ak\u0131\u015f\u0131nda aksaman\u0131n olabilece\u011fini belirten analistler, teknik a\u00e7\u0131dan BIST 100 endeksinde 10.900 ve 10.800 d\u00fczeylerinin dayanak, 11.100 ve 11.200 puan d\u00fczeylerinin ise diren\u00e7 pozisyonunda oldu\u011funu s\u00f6z etti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek datalar \u015f\u00f6yle:<\/em><\/strong><\/p>\n 12.00 Euro B\u00f6lgesi, a\u011fustos ay\u0131 i\u015fsizlik oran\u0131<\/p>\n 14.30 T\u00fcrkiye, haftal\u0131k para ve banka istatistikleri<\/p>\n 15.30 ABD, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131<\/p>\n 17.00 ABD, a\u011fustos ay\u0131 fabrika sipari\u015fleri<\/p>\n 17.00 ABD, a\u011fustos ay\u0131 sa\u011flam mal sipari\u015fleri<\/p>\n \u00c7in ve Hindistan’da piyasalar kapal\u0131 olacak<\/p>\n","protected":false},"excerpt":{"rendered":" ABD\u2019de \u00f6zel dal istihdam\u0131ndaki beklenmedik d\u00fc\u015f\u00fc\u015f, Fed\u2019in faiz indirim beklentilerini g\u00fc\u00e7lendirirken, h\u00fck\u00fcmetin k\u0131sa m\u00fcddette a\u00e7\u0131labilece\u011fine y\u00f6nelik optimistlik global borsalara al\u0131m getirdi. Asya ve Avrupa piyasalar\u0131 y\u00fckselirken, alt\u0131n rekor d\u00fczeylerde s\u00fcre\u00e7 g\u00f6rmeye devam ediyor.<\/p>\n","protected":false},"author":1,"featured_media":84935,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[3588,1308,1477,524,1001],"class_list":["post-84934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abdde","tag-endeks","tag-fed","tag-is","tag-veri"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/84934","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=84934"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/84934\/revisions"}],"predecessor-version":[{"id":84936,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/84934\/revisions\/84936"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/84935"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=84934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=84934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=84934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}