K\u00fcresel piyasalar, ABD’de h\u00fck\u00fcmetin kapanmas\u0131n\u0131n tesirlerine y\u00f6nelik belirsizliklere ra\u011fmen, \u00fclkede faiz indirim beklentilerinin g\u00fc\u00e7lenmesiyle olumlu seyrediyor.<\/p>\n
ABD Merkez Bankas\u0131n\u0131n (Fed) para siyasetine ve ataca\u011f\u0131 ad\u0131mlara ait sinyaller aranmaya devam ediliyor. Bir m\u00fcddettir piyasalar\u0131n oda\u011f\u0131nda bulunan ve bug\u00fcn a\u00e7\u0131klanmas\u0131 beklenen tar\u0131m d\u0131\u015f\u0131 istihdam ve i\u015fsizlik oran\u0131 \u00fczere datalar\u0131n de bulundu\u011fu istihdam raporunun h\u00fck\u00fcmetin kapal\u0131 olmas\u0131 sebebiyle bug\u00fcn a\u00e7\u0131klanmayaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
H\u00fck\u00fcmetin kapanmas\u0131n\u0131n tesirlerine y\u00f6nelik belirsizliklere ra\u011fmen, bu durumun uzun bir s\u00fcrece yay\u0131lmayaca\u011f\u0131na y\u00f6nelik iyimserlikler ve artan faiz indirim beklentileri hisse piyasalar\u0131nda risk i\u015ftah\u0131n\u0131n varl\u0131\u011f\u0131n\u0131 m\u00fcdafaas\u0131n\u0131 sa\u011fl\u0131yor.<\/p>\n
ABD’li yetkililerin h\u00fck\u00fcmetin kapanmas\u0131na ait a\u00e7\u0131klamalar\u0131 da yak\u0131ndan takip ediliyor. ABD Ba\u015fkan\u0131 Donald Trump, d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada Demokratlar\u0131n h\u00fck\u00fcmetin kapanmas\u0131 s\u0131ras\u0131nda devlet kurumlar\u0131n\u0131 k\u00fc\u00e7\u00fcltmek i\u00e7in kendisine e\u015fsiz bir f\u0131rsat sundu\u011funu belirtti.<\/p>\n
Analistler, Trump’\u0131n federal \u00e7al\u0131\u015fanlar\u0131n kal\u0131c\u0131 olarak toplu i\u015ften \u00e7\u0131kar\u0131laca\u011f\u0131 tehdidinde bulunmas\u0131n\u0131n i\u015f g\u00fcc\u00fc piyasas\u0131ndaki yava\u015flamaya dair tela\u015flar\u0131 daha da art\u0131rabilece\u011fini s\u00f6z etti.<\/p>\n
EKONOM\u0130K B\u00dcY\u00dcME ABD’DE H\u00dcK\u00dcMET\u0130N KAPANMASINDAN ETK\u0130LENECEK<\/b><\/p>\n
H\u00fck\u00fcmetin kapanmas\u0131n\u0131n mali riskleri de g\u00fcndeme gelirken, ABD Hazine Bakan\u0131 Scott Bessent \u00fclkede ekonomik b\u00fcy\u00fcmenin h\u00fck\u00fcmetin kapanmas\u0131ndan ziyan g\u00f6rebilece\u011fini kaydetti.<\/p>\n
Uluslararas\u0131 Para Fonu (IMF) S\u00f6zc\u00fcs\u00fc Julie Kozack, ABD’de h\u00fck\u00fcmetin kapanmas\u0131n\u0131n tesirinin kapanman\u0131n m\u00fchletine ve usul\u00fcne ba\u011fl\u0131 olaca\u011f\u0131n\u0131 belirterek “Federal h\u00fck\u00fcmetin tam olarak finanse edilmeye devam etmesini sa\u011flayacak bir uzla\u015fmaya var\u0131labilece\u011fini umuyoruz.” tabirlerini kulland\u0131.<\/p>\n
Tarihsel olarak, h\u00fck\u00fcmetin kapanmas\u0131n\u0131n pay senedi piyasalar\u0131 \u00fczerinde sonlu bir tesire sahip oldu\u011funa i\u015faret eden analistler, k\u0131ymetli ekonomik bilgilerin yay\u0131mlanmas\u0131ndaki aksaman\u0131n Fed’in ekonomiyi k\u0131ymetlendirme ve siyaset y\u00f6nlendirme kabiliyeti i\u00e7in risk olu\u015fturdu\u011funu belirtti.<\/p>\n
ABD’DE FA\u0130Z UYARISI<\/b><\/p>\n
Ekonomik datalar\u0131n yan\u0131 s\u0131ra Fed yetkililerinin a\u00e7\u0131klamalar\u0131 da yak\u0131ndan takip ediliyor. Dallas Fed Ba\u015fkan\u0131 Lorie Logan, faiz indirimleri konusunda dikkatli olunmas\u0131 gerekti\u011fini belirterek, datalara ve ger\u00e7eklere dayal\u0131 yakla\u015f\u0131m s\u00fcrd\u00fcrd\u00fcklerini anlatt\u0131.<\/p>\n
Chicago Fed Ba\u015fkan\u0131 Austan Goolsbee, kapanma s\u0131ras\u0131nda resmi istihdam istatistiklerinin a\u00e7\u0131klanmamas\u0131n\u0131n durumu zorla\u015ft\u0131rd\u0131\u011f\u0131n\u0131 belirterek, kapanman\u0131n uzun s\u00fcrmesi durumunda Fed’in elindeki bilgilerle karar alaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
WALL STREET ENDEKSLER\u0130 REKOR TAZELED\u0130<\/b><\/p>\n
ABD’de faiz indirim beklentilerinin g\u00fc\u00e7l\u00fc kalmas\u0131 ABD endekslerini rekora g\u00f6t\u00fcrd\u00fc. D\u00fcn S&P 500 endeksi y\u00fczde 0,06, Nasdaq endeksi y\u00fczde 0,39 ve Dow Jones endeksi de y\u00fczde 0,17 paha kazand\u0131. S&P 500 endeksi ve Nasdaq endeksi t\u00fcm vakitlerin en y\u00fcksek d\u00fczeyine ula\u015f\u0131rken, Dow Jones endeksi kapan\u0131\u015f rekoru tazeledi. Endeks vadeli kontratlar yeni g\u00fcne de olumlu ba\u015flad\u0131.<\/p>\n
Alt\u0131n\u0131n onsu d\u00fcn 3 bin 896,93 dolara \u00e7\u0131karak rekor tazelemesine ra\u011fmen g\u00fcn\u00fc y\u00fczde 0,24 paha kayb\u0131yla 3 bin 857 dolardan tamamlad\u0131. Alt\u0131n\u0131n onsu \u015fu s\u0131ralarda evvelki kapan\u0131\u015f\u0131n y\u00fczde 0,05 alt\u0131nda 3 bin 854 dolardan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
ABD’nin 10 y\u0131ll\u0131k tahvil faizi ise 4,10 d\u00fczeyinde dengelenirken, dolar endeksi d\u00fcn y\u00fczde 0,1 y\u00fckseli\u015fle 97,9 d\u00fczeyinden kapand\u0131. Dolar endeksi yeni g\u00fcne yatay seyirle ba\u015flad\u0131.<\/p>\n
Brent petrol\u00fcn varili ise \u015fu s\u0131ralarda y\u00fczde 0,3 art\u0131\u015fla 64,4 dolardan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
AVRUPA MERKEZ BANKASI L\u0130DER\u0130N\u0130N B\u0130LD\u0130R\u0130LER\u0130 TAK\u0130P ED\u0130LECEK<\/b><\/p>\n
Avrupa borsalar\u0131nda d\u00fcn kar\u0131\u015f\u0131k bir seyir izlenirken, bug\u00fcn Avrupa Merkez Bankas\u0131n\u0131n (ECB) Ba\u015fkan\u0131 Christine Lagarde’\u0131n Hollandan’n\u0131n ba\u015f\u015fehri Amsterdam’daki konu\u015fmas\u0131 takip edilecek.<\/p>\n
B\u00f6lgede Rusya ile artan tansiyonlar de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor. Bel\u00e7ika Ba\u015fbakan\u0131 Bart De Wever, b\u00fcy\u00fck k\u0131sm\u0131 \u00fclkesinde bulunan dondurulmu\u015f Rus varl\u0131klar\u0131n\u0131n Ukrayna’ya sa\u011flanacak bir kredinin teminat\u0131 olarak kullan\u0131lmas\u0131 durumunda do\u011fabilecek risklerin ba\u015fka \u00fclkelerle payla\u015f\u0131lmas\u0131 gerekti\u011fini s\u00f6yledi.<\/p>\n
Danimarka Ba\u015fbakan\u0131 Mette Frederiksen, son aylarda Ukrayna’daki sava\u015f\u0131n sonland\u0131r\u0131lmas\u0131 i\u00e7in diplomatik te\u015febb\u00fcslerin artt\u0131\u011f\u0131na de\u011finerek, “Rusya ac\u0131mas\u0131z ak\u0131nlar\u0131na devam ediyor. Art\u0131k herkes \u015funu a\u00e7\u0131k\u00e7a anlamal\u0131 ki Rusya buna zorlanana kadar durmayacak ve yaln\u0131zca Ukrayna i\u00e7in de\u011fil, bug\u00fcn hepimiz i\u00e7in bir tehdit olu\u015fturuyor.” dedi.<\/p>\n
Ukrayna Devlet Ba\u015fkan\u0131 Volodimir Zelenskiy ise Rusya’n\u0131n sava\u015f\u0131 s\u00fcrd\u00fcrebilecek imkanlara sahip oldu\u011funu s\u00f6z ederek, Avrupa \u00fclkelerini Rusya’dan petrol sat\u0131n almaktan vazge\u00e7meye \u00e7a\u011f\u0131rd\u0131.<\/p>\n
Makroekonomik tarafta ise Euro B\u00f6lgesi’nde mevsim tesirinden ar\u0131nd\u0131r\u0131lm\u0131\u015f i\u015fsizlik oran\u0131 a\u011fustos ay\u0131nda y\u00fczde 6,3 d\u00fczeyine \u00e7\u0131kt\u0131. Bug\u00fcn Euro B\u00f6lgesinde a\u00e7\u0131klanacak \u00fcretici enflasyonu ve hizmet kesimi aktivitesi datalar\u0131n\u0131n b\u00f6lgedeki ekonomik gidi\u015fat hakk\u0131nda daha \u00e7ok bilgi vermesi bekleniyor.<\/p>\n
D\u00fcn \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,20 d\u00fc\u015ferken, Almanya’da DAX 40 y\u00fczde 1,28 ve Fransa’da CAC 40 endeksi y\u00fczde 1,13 y\u00fckseldi. \u0130talya’da FTSE MIB 30 endeksi ise yatay seyretti. Avrupa’da endeks vadeli kontratlar g\u00fcne olumlu ba\u015flad\u0131.<\/p>\n
JAPON \u0130KT\u0130SADI ABD \u0130KT\u0130SADINDAN ETK\u0130LENECEK<\/b><\/p>\n
Asya’da G\u00fcney Kore ve \u00c7in’de tatil sebebiyle s\u00fcre\u00e7ler ger\u00e7ekle\u015fmezken, Japonya Merkez Bankas\u0131 (BoJ) Ba\u015fkan\u0131 Kazuo Ueda, fiyat art\u0131\u015flar\u0131na y\u00f6nelik “Enflasyon bankan\u0131n maksad\u0131na kal\u0131c\u0131 olarak ula\u015fma yolunda.” dedi.<\/p>\n
Ueda, ABD iktisad\u0131n\u0131n gelecekteki seyrinin Japonya iktisad\u0131n\u0131 k\u0131ymetli \u00f6l\u00e7\u00fcde etkileyebilece\u011fini kaydetti.<\/p>\n
Bug\u00fcn b\u00f6lgede a\u00e7\u0131klanan datalara nazaran Japonya’da a\u011fustos ay\u0131nda i\u015fsizlik oran\u0131 y\u00fczde 2,3’ten y\u00fczde 2,6’ya y\u00fckseldi. \u00dclkede a\u00e7\u0131klanan hizmet kesimi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) 53,3 ile aktivitede art\u0131\u015fa i\u015faret etti.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,7 y\u00fckseli\u015fle, Hong Kong’da Hang Seng endeksi ise y\u00fczde 0,9 d\u00fc\u015f\u00fc\u015fle s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
T\u00dc\u0130K ENFLASYONU A\u00c7IKLAYACAK<\/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 1,23 paha kaybederek 11.082,63 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 yatay seyretti.<\/p>\n
Yurt i\u00e7inde d\u00fcn a\u00e7\u0131klanan datalara nazaran, Merkez Bankas\u0131n\u0131n toplam rezervleri, 26 Eyl\u00fcl haftas\u0131nda 182 milyar 953 milyon dolara \u00e7\u0131karak t\u00fcm vakitlerin en y\u00fcksek d\u00fczeyine ula\u015ft\u0131. Bankac\u0131l\u0131k kesiminin toplam mevduat\u0131 ise t\u0131pk\u0131 periyotta 26 trilyon 64 milyar 411 milyon 797 bin liraya \u00e7\u0131kt\u0131.<\/p>\n
\u00d6te yandan, bug\u00fcn yurt i\u00e7inde eyl\u00fcl ay\u0131na ait enflasyon datalar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
AA Finans Enflasyon Beklenti Anketi’ne kat\u0131lan ekonomistler, eyl\u00fclde T\u00fcketici Fiyat Endeksi’nin (T\u00dcFE) ayl\u0131k bazda y\u00fczde 2,47 artaca\u011f\u0131n\u0131 iddia ediyor. Ekonomistler 2025 sonunda ise enflasyonun y\u00fczde 30,09 olmas\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 0,1 y\u00fckseli\u015fle 41,6040’tan kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda evvelki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,2 \u00fczerinde 41,6730’dan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde enflasyon, yurt d\u0131\u015f\u0131nda d\u00fcnya genelinde hizmet b\u00f6l\u00fcm\u00fc ve bile\u015fik PMI datalar\u0131n\u0131n takip edilece\u011fini s\u00f6yledi.<\/p>\n
ABD’de federal h\u00fck\u00fcmetin kapanmas\u0131 sebebiyle bug\u00fcn a\u00e7\u0131klanacak istihdam raporu bilgilerinin ertelenmesinin beklendi\u011fini aktaran analistler, teknik a\u00e7\u0131dan BIST 100 endeksinde 11.000 ve 10.900 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 10.00 T\u00fcrkiye, eyl\u00fcl ay\u0131 T\u00fcketici Fiyat Endeksi<\/p>\n 10.00 T\u00fcrkiye, eyl\u00fcl ay\u0131 Yurt \u0130\u00e7i \u00dcretici Fiyat Endeksi<\/p>\n 10.55 Almanya, eyl\u00fcl ay\u0131 hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n 11.00 Euro B\u00f6lgesi, eyl\u00fcl ay\u0131 hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n 11.30 \u0130ngiltere, eyl\u00fcl ay\u0131 hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n 12.00 Euro B\u00f6lgesi, a\u011fustos ay\u0131 \u00dcretici Fiyat Endeksi<\/p>\n 12.40 Euro B\u00f6lgesi, ECB Ba\u015fkan\u0131 Lagarde’\u0131n konu\u015fmas\u0131<\/p>\n 16.20 \u0130ngiltere, BoE Lideri Bailey’in konu\u015fmas\u0131<\/p>\n 16.45 ABD, eyl\u00fcl ay\u0131 hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n 17.00 ABD, eyl\u00fcl ay\u0131 ISM hizmet dal\u0131 PMI<\/p>\n \u00c7in ve G\u00fcney Kore’de piyasalar kapal\u0131 olacak<\/p>\n","protected":false},"excerpt":{"rendered":" ABD\u2019de h\u00fck\u00fcmetin kapanmas\u0131n\u0131n yaratt\u0131\u011f\u0131 belirsizliklere ra\u011fmen faiz indirim beklentileri g\u00fc\u00e7leniyor. Wall Street endeksleri rekor tazelerken, yat\u0131r\u0131mc\u0131lar\u0131n g\u00f6z\u00fc bug\u00fcn a\u00e7\u0131klanacak enflasyon ve PMI datalar\u0131na \u00e7evrildi.<\/p>\n","protected":false},"author":1,"featured_media":85350,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[82,39,2257,1477,524],"class_list":["post-85349","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-baskani","tag-endeksi","tag-fed","tag-is"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/85349","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=85349"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/85349\/revisions"}],"predecessor-version":[{"id":85351,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/85349\/revisions\/85351"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/85350"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=85349"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=85349"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=85349"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}