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ABD Ba\u015fkan\u0131 Joe Biden ile \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping’in bir y\u0131ll\u0131k aran\u0131n ard\u0131ndan ilk kez y\u00fcz y\u00fcze ger\u00e7ekle\u015ftirilen g\u00f6r\u00fc\u015fmesinin ard\u0131ndan piyasalarda oynakl\u0131k artarken, \u00c7in’de ev fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn d\u00fcnyan\u0131n en b\u00fcy\u00fck ikinci ekonomisi olan \u00fclkenin ekonomik aktivitesine ili\u015fkin olumsuz sinyallerin devam etti\u011fini g\u00f6stermesi pay piyasalar\u0131nda risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcledi.<\/p>\n
ABD’de enflasyonun beklentilerden daha h\u0131zl\u0131 yava\u015flamas\u0131n\u0131n ard\u0131ndan, d\u00fcn a\u00e7\u0131klanan verilere g\u00f6re \u00dcretici Fiyat Endeksi (\u00dcFE) de ekimde ayl\u0131k y\u00fczde 0,5 ile Nisan 2020’den bu yana en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydederken, y\u0131ll\u0131k y\u00fczde 1,3 art\u0131\u015fla beklentilerin alt\u0131nda ger\u00e7ekle\u015fti. \u00dclkede 30 y\u0131l vadeli konut kredisi i\u00e7in ortalama faiz oran\u0131 y\u00fczde 7,61 ile eyl\u00fcl sonundan bu yana en d\u00fc\u015f\u00fck seviyesinde kalmaya devam ederken, mortgage ba\u015fvurular\u0131 y\u00fczde 2,8 art\u0131\u015f kaydetti.<\/p>\n
ABD Merkez Bankas\u0131 (Fed) New York \u015eubesi’nin a\u00e7\u0131klad\u0131\u011f\u0131 imalat endeksi, kas\u0131mda 9,1’e \u00e7\u0131karak piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti. Analistler, para piyasalar\u0131ndaki fiyatlamalarda Fed’in aral\u0131k toplant\u0131s\u0131nda faizi sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131ld\u0131\u011f\u0131n\u0131 belirterek, bankan\u0131n gelecek y\u0131l haziran ay\u0131 itibar\u0131yla faiz indirimlerine ba\u015flayaca\u011f\u0131na y\u00f6nelik tahminler g\u00fc\u00e7 kazand\u0131\u011f\u0131n\u0131 aktard\u0131. Fed yetkililerinin a\u00e7\u0131klamalar\u0131 da yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunurken, San Francisco Fed Ba\u015fkan\u0131 Mary Daly, enflasyonda daha fazla yava\u015flama oldu\u011funu g\u00f6steren son ekonomik verilerin “cesaret verici” oldu\u011funu vurgulad\u0131.<\/p>\n
Fed’in faiz art\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fcn erken sona ermesi konusunda uyaran Daly, bankan\u0131n para politikas\u0131nda s\u0131k\u0131la\u015ft\u0131rman\u0131n bitti\u011fini s\u00f6yledi\u011fi ancak ard\u0131ndan aniden rotay\u0131 tersine \u00e7evirmek zorunda kald\u0131\u011f\u0131 bir “durdur-ba\u015flat” durumundan endi\u015fe duydu\u011funu dile getirdi. \u00d6te yandan, ABD Senatosu, federal h\u00fck\u00fcmetin kapanmas\u0131n\u0131 \u00f6nleyecek ge\u00e7ici b\u00fct\u00e7e tasar\u0131s\u0131n\u0131 onaylarken, tasar\u0131, yasala\u015fmas\u0131 i\u00e7in ABD Ba\u015fkan\u0131 Joe Biden’\u0131n imzas\u0131na sunulacak.<\/p>\n
Ayr\u0131ca, Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, ABD’de b\u00f6lgesel bankalar\u0131n finansman ve b\u00fcy\u00fcme zorluklar\u0131n\u0131n 2024’te de devam edece\u011fini bildirdi. S\u00f6z konusu geli\u015fmelerin ard\u0131ndan, dolar endeksi y\u00fczde 0,1 art\u0131\u015fla 104,5 seviyesinde bulunurken, alt\u0131n\u0131n ons fiyat\u0131 da y\u00fczde 0,2 de\u011fer kazanc\u0131yla 1.963 dolardan i\u015flem g\u00f6r\u00fcyor. ABD’de ham petrol stoklar\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 g\u00f6steren h\u00fck\u00fcmet raporunun ard\u0131ndan d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcne ta\u015f\u0131yan Brent petrol\u00fcn varil fiyat\u0131, \u015fu s\u0131ralarda y\u00fczde 0,5 azal\u0131\u015fla 80,5 dolarda seyrediyor.<\/p>\n
Bununla birlikte ABD’de devam eden bilan\u00e7o sezonunda hisse ve sekt\u00f6r bazl\u0131 oynakl\u0131klar\u0131n da artabilece\u011fi ifade edilirken, d\u00fcn beklentileri \u00fczerinde finansal sonu\u00e7lar bildiren ABD’li perakende devlerinden Target’\u0131n hisselerinin yakla\u015f\u0131k y\u00fczde 18 artmas\u0131 dikkati \u00e7ekti. Bug\u00fcn ise \u00fclkedeki bir di\u011fer perakende devi Wallmart’\u0131n \u015firket finanasal sonu\u00e7lar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olacak. Bu geli\u015fmelerle New York borsas\u0131nda d\u00fcn Nasdaq endeksi y\u00fczde 0,07, Dow Jones endeksi y\u00fczde 0,47 ve S&P 500 endeksi y\u00fczde 0,16 art\u0131\u015f kaydetti. ABD’de endeks vadeli kontratlar, yeni g\u00fcne ise kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
D\u00fcn, \u0130ngiltere’de ekim ay\u0131 T\u00fcketici Fiyat Endeksi (T\u00dcFE) y\u0131ll\u0131k bazda y\u00fczde 4,6 art\u0131\u015fla beklentilerin alt\u0131nda kal\u0131rken, bu durum \u0130ngiltere Merkez Bankas\u0131n\u0131n (BoE) faiz art\u0131\u015f d\u00f6ng\u00fcs\u00fcnde sona gelmi\u015f oldu\u011funa ili\u015fkin beklentileri g\u00fc\u00e7lendirdi.<\/p>\n
Y\u00fcksek faizlerin etkilerinin hissedilmeye ba\u015flanmas\u0131yla ekonomik b\u00fcy\u00fcmeye ili\u015fkin g\u00f6r\u00fcn\u00fcm zay\u0131flarken Avrupa Birli\u011fi Komisyonu d\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 raporunda, Avro B\u00f6lgesi’nde bu y\u0131lki ekonomik b\u00fcy\u00fcme beklentisini y\u00fcksek enflasyon, para politikas\u0131n\u0131n s\u0131k\u0131la\u015fmas\u0131 ve talepteki daralma nedeniyle y\u00fczde 0,6’ya indirdi.<\/p>\n
Avro B\u00f6lgesi’nde sanayi \u00fcretimi de eyl\u00fclde bir \u00f6nceki aya g\u00f6re y\u00fczde 1,1 azal\u0131\u015fla beklentilerin alt\u0131nda kald\u0131. D\u00fcn, Almanya’da DAX 40 endeksi y\u00fczde 0,86, Fransa’da CAC 40 endeksi y\u00fczde 0,33, \u0130ngiltere’de FTSE 100 endeksi ise y\u00fczde 0,62 ve \u0130talya’da MIB 30 endeksi 0,42 art\u0131\u015f kaydetti. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne ise kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Joe Biden ile \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping’in g\u00f6r\u00fc\u015fmesinin ard\u0131ndan Asya piyasalar\u0131nda oynakl\u0131k artarken, \u00c7in’de ev fiyatlar\u0131n\u0131n 2015’ten bu yana en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetmesi \u00fclke ekonomisine dair olumsuzluklar\u0131n devam etti\u011fine i\u015faret etmesi b\u00f6lge genelinde risk i\u015ftah\u0131n\u0131n azalmas\u0131na neden oldu. Japonya taraf\u0131nda bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, ihracat\u0131nda ekimde y\u0131ll\u0131k bazda y\u00fczde 1,6 art\u0131\u015fla beklentileri a\u015farken, ithalat\u0131nda ayn\u0131 d\u00f6nemde y\u00fczde 12,5 azal\u0131\u015f kaydetti. \u00d6te yandan, bug\u00fcn Alibaba Group Holding’in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131n a\u00e7\u0131klanmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Kapan\u0131\u015fa yak\u0131n, Japonya’da Nikkei 225 endeksi y\u00fczde 0,3, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,6 ve Hong Kong’da Hang Seng endeks y\u00fczde 1,5 azal\u0131rken, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,1 de\u011fer kazand\u0131. Yurt i\u00e7inde, d\u00fcn dalgal\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, y\u00fczde 0,07 de\u011fer kayb\u0131yla g\u00fcn\u00fc 7.665,87 puandan tamamlad\u0131.Dolar\/TL, d\u00fcn y\u00fczde 0,2 art\u0131\u015fla g\u00fcn\u00fc 28,6812’den kapatmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 28,6850 seviyesinden i\u015flem g\u00f6r\u00fcyor. Ayr\u0131ca, Deutche Bank’\u0131n T\u00fcrk tahvillerinin 2024’te en iyi performans g\u00f6steren geli\u015fmekte olan tahviller aras\u0131nda yer alabilece\u011fini duyurmas\u0131n\u0131n ard\u0131ndan, BNP Paribas da T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) son aylarda yapt\u0131\u011f\u0131 para politikas\u0131 d\u00fczenlemesinin ard\u0131ndan T\u00fcrk tahvillerinin daha cazip hale geldi\u011fini bildirdi.<\/p>\n
D\u00fc\u015f\u00fc\u015f e\u011filimini s\u00fcrd\u00fcren T\u00fcrkiye’nin 5 y\u0131ll\u0131k kredi risk primi (CDS) d\u00fcn de yakla\u015f\u0131k 8 baz puan gerileyerek 356,5 baz puana indi. \u00d6te yandan, d\u00fcn Sermaye Piyasas\u0131 Kurulu (SPK), \u0130ndeks Bilgisayar Sistemleri M\u00fchendislik Sanayi ve Ticaret A\u015e’nin 526 milyon liral\u0131k tahsisli i\u00e7 kaynaklardan sermaye art\u0131r\u0131m\u0131na ili\u015fkin pay ihrac\u0131na onay verdi.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde konut sat\u0131\u015flar\u0131 ve konut fiyat endeksi, haftal\u0131k para ve banka istatistikleri, yurt d\u0131\u015f\u0131nda ise ABD’de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, Philadelphia Fed imalat sanayi endeksi, kapasite kullan\u0131m oran\u0131 ve sanayi \u00fcretimi verilerinin yan\u0131 s\u0131ra \u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131na ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n da yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunmaya devam etti\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 7.700 ve 7.780 seviyelerinin diren\u00e7, 7.600 ve 7.520 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n<\/p><\/div>\n