D\u00fcnya genelinde bir s\u00fcredir devam eden s\u0131k\u0131 para politikas\u0131n\u0131n sonuna yakla\u015f\u0131l\u0131rken, gelecek d\u00f6nemde resesyon ya\u015fan\u0131p ya\u015fanmayaca\u011f\u0131 sorusu varl\u0131\u011f\u0131n\u0131 koruyor.<\/p>\n
Bununla birlikte, ABD’de ekonominin “yumu\u015fak ini\u015f” yapaca\u011f\u0131na ili\u015fkin beklentiler risk i\u015ftah\u0131n\u0131 beslemeye devam ederken, a\u00e7\u0131klanan bilan\u00e7olar\u0131n da etkisi g\u00fc\u00e7l\u00fc \u015fekilde \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
D\u00fcn, ABD’li yat\u0131r\u0131m bankalar\u0131ndan Morgan Stanley, net kar\u0131n\u0131n bu y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde y\u0131ll\u0131k y\u00fczde 32 artt\u0131\u011f\u0131n\u0131 bildirdi. Kar\u0131 ve geliri beklentilerin \u00fczerinde ger\u00e7ekle\u015fen bankan\u0131n hisseleri y\u00fczde 6,5 de\u011fer kazand\u0131.<\/p>\n
Beklentilerden daha iyi sonu\u00e7lar a\u00e7\u0131klayan ABD’li hava yolu \u015firketi United Airlines’\u0131n hisseleri de y\u00fczde 12,4 artt\u0131.<\/p>\n
Analistler, yo\u011funla\u015fan bilan\u00e7o sezonunda \u015firket ve sekt\u00f6r bazl\u0131 oynakl\u0131\u011f\u0131n artt\u0131\u011f\u0131n\u0131 kaydederek, bug\u00fcne kadar a\u00e7\u0131klanan \u015firket finansal sonu\u00e7lar\u0131n\u0131n piyasalarda yukar\u0131 y\u00f6nl\u00fc hareketi destekledi\u011fini aktard\u0131.<\/p>\n
\u00d6te yandan, bug\u00fcn a\u00e7\u0131klanacak makroekonomik verilerden al\u0131nacak sinyallerin de risk i\u015ftah\u0131 \u00fczerinde etkili olmas\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc ifade eden analistler, bilan\u00e7o sezonunun da Netflix ve Blackstone ba\u015fta olmak \u00fczere yo\u011fun \u015fekilde devam edece\u011fini dile getirdi.<\/p>\n
Tahvil piyasalar\u0131nda ise bir s\u00fcredir devam eden yatay seyir d\u00fcn de etkili olurken, ABD’nin 10 y\u0131ll\u0131k tahvil faizi \u015fu s\u0131ralarda y\u00fczde 4,03’ten, dolar endeksi de g\u00fcne 103,6 seviyesinden ba\u015flad\u0131.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131 ise merkez bankalar\u0131n\u0131n faiz indirimlerine devam edece\u011fi beklentisi ve jeopolitik risklerle y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrerek yeniden rekor seviyelere yakla\u015f\u0131rken, yeni g\u00fcnde y\u00fckseli\u015f e\u011filimini \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcne ta\u015f\u0131yarak 2 bin 683 dolara \u00e7\u0131kt\u0131.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131 d\u00fcn y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle 74,2 dolardan kapan\u0131rken, bug\u00fcn de y\u00fczde 0,2 azal\u0131\u015fla 74,1 dolar seviyelerinde bulunuyor.<\/p>\n
Bitcoin’in fiyat\u0131 ise d\u00fcn 68 bin 424 dolar\u0131 test ederek temmuz ay\u0131ndan sonraki en y\u00fcksek seviyesini g\u00f6rmesinin ard\u0131ndan, \u015fu s\u0131ralarda y\u00fczde 0,4 d\u00fc\u015f\u00fc\u015fle 67.362 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
New York Borsas\u0131’nda d\u00fcn Dow Jones endeksi y\u00fczde 0,79, S&P 500 endeksi y\u00fczde 0,47 ve ?Nasdaq endeksi y\u00fczde 0,28 de\u011fer kazand\u0131. Dow Jones endeksi kapan\u0131\u015fta rekor tazeledi. ABD’de endeks vadeli kontratlar yeni g\u00fcne negatif seyirle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda d\u00fcn kar\u0131\u015f\u0131k bir seyir hakim olurken, g\u00f6zler bug\u00fcn a\u00e7\u0131klanacak ECB’nin para politikas\u0131 kararlar\u0131na \u00e7evrildi.<\/p>\n
ECB’nin bug\u00fcn yapaca\u011f\u0131 para politikas\u0131 toplant\u0131s\u0131nda \u00fc\u00e7 temel politika faizinde 25 baz puan indirime gidece\u011fine kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.<\/p>\n
Analistler, politika metni ve ECB Ba\u015fkan\u0131 Christine Lagarde’\u0131n a\u00e7\u0131klamalar\u0131ndan al\u0131nacak sinyallerin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n
B\u00f6lgede d\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, \u0130ngiltere’de y\u0131ll\u0131k enflasyon eyl\u00fclde y\u00fczde 1,7 ile Nisan 2021’den beri g\u00f6r\u00fclen en d\u00fc\u015f\u00fck seviyeye geriledi. \u00dclkede enflasyon ayr\u0131ca \u0130ngiltere Merkez Bankas\u0131’n\u0131n (BoE) y\u00fczde 2 hedefinin de alt\u0131na inmi\u015f oldu.<\/p>\n
\u00d6te yandan, d\u00fcn a\u00e7\u0131klamalarda bulunan Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Christine Lagarde, Avrupa’n\u0131n giderek par\u00e7alanan d\u00fcnya d\u00fczeni ve jeopolitik \u00e7at\u0131\u015fmalar\u0131n yaratt\u0131\u011f\u0131 zorluklar\u0131 i\u00e7 pazar\u0131n\u0131n temellerini g\u00fc\u00e7lendirmek i\u00e7in bir f\u0131rsat olarak kullanmas\u0131 gerekti\u011fini belirterek, “Daha sert d\u0131\u015f rekabet bizi yeni teknolojiler geli\u015ftirmeye te\u015fvik edebilir. Daha de\u011fi\u015fken jeopolitikalar enerji g\u00fcvenli\u011fi sa\u011flamaya ve bizi tedarik zincirlerimizde daha kendi kendine yeterli olmaya itebilir.” ifadelerini kulland\u0131.<\/p>\n
Kurumsal tarafta ise Hollandal\u0131 \u00e7ip \u00fcretim teknolojileri firmas\u0131 ASML’nin 2025 net sat\u0131\u015flar\u0131na ili\u015fkin \u00f6ng\u00f6r\u00fcs\u00fcn\u00fc a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etmesinin ard\u0131ndan hisselerdeki de\u011fer kayb\u0131, d\u00fcn de devam etti. \u015eirketin hisseleri g\u00fcn\u00fc y\u00fczde 5,1 kay\u0131pla kapatt\u0131.<\/p>\n
L\u00fcks t\u00fcketim mallar\u0131 grubu Louis Vuitton and Moet Hennessy, (LVMH) hisseleri de \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sat\u0131\u015flar\u0131nda \u00f6zellikle \u00c7in’deki zay\u0131f talebin etkisiyle beklenmedik d\u00fc\u015f\u00fc\u015f ya\u015fanmas\u0131 ve \u015firketin belirsiz ekonomik ve jeopolitik ortama ili\u015fkin uyar\u0131da bulunmas\u0131n\u0131n ard\u0131ndan y\u00fczde 3,68 de\u011fer kaybetti.<\/p>\n
Bu geli\u015fmelerle, Almanya’da DAX 40 endeksi y\u00fczde 0,27, Fransa’da CAC 40 endeksi y\u00fczde 0,40 gerilerken, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,97 ve \u0130talya’da FTSE MIB endeksi y\u00fczde 0,24 y\u00fckseldi. Avrupa’da endeks vadeli kontratlar yeni g\u00fcne de kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
Asya taraf\u0131nda yeni i\u015flem g\u00fcn\u00fcnde kar\u0131\u015f\u0131k bir seyir izlenirken, \u00c7in h\u00fck\u00fcmetinin emlak sekt\u00f6r\u00fc alan\u0131nda a\u00e7\u0131klad\u0131\u011f\u0131 te\u015fvik paketinin beklentileri kar\u015f\u0131layamamas\u0131 sonras\u0131 \u00c7in’de piyasalar kazan\u00e7lar\u0131n\u0131 geri verdi.<\/p>\n
\u00dclkede bug\u00fcn a\u00e7\u0131klanan emlak sekt\u00f6r\u00fcne ili\u015fkin te\u015fvik paketine g\u00f6re, h\u00fck\u00fcmet gayrimenkul sekt\u00f6r\u00fcndeki d\u00fc\u015f\u00fc\u015f\u00fc durdurmak amac\u0131yla \u015fartlar\u0131 sa\u011flayan \u015firketler i\u00e7in olan kredi kotas\u0131n\u0131 4 trilyon yuana y\u00fckseltti.<\/p>\n
Analistler, \u00c7in’de s\u00fcregelen emlak sekt\u00f6r\u00fcndeki sorunlar i\u00e7in a\u00e7\u0131klanan te\u015fvik paketinin olumlu etkisi olaca\u011f\u0131n\u0131 belirterek, s\u00f6z konusu te\u015fvikin sekt\u00f6r beklentilerini kar\u015f\u0131lamad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Japonya’da a\u00e7\u0131klanan verilere g\u00f6re eyl\u00fcl ay\u0131na ili\u015fkin d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 294,3 milyar yen ile tahminlerin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,1 gerilerken, G\u00fcney Kore’de Kospi endeksi ve \u00c7in’de \u015eanghay bile\u015fik endeksi yatay seyrediyor. Hong Kong’da Hang Seng endeksi ise y\u00fczde 0,4 y\u00fckseldi.<\/p>\n
Yurt i\u00e7inde d\u00fcn al\u0131c\u0131l\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc \u00f6nceki kapan\u0131\u015fa g\u00f6re y\u00fczde 1,08 de\u011fer kazanarak 8.956,03 puandan tamamlarken, bug\u00fcn TCMB’nin faiz karar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
AA Finans’\u0131n beklenti anketine kat\u0131lan ekonomistlerin tamam\u0131, ekim ay\u0131nda TCMB’nin politika faizini y\u00fczde 50’de sabit b\u0131rakmas\u0131n\u0131 beklerken, ekonomistlerin y\u0131l sonu politika faizi beklentilerinin medyan\u0131 ise y\u00fczde 47,50 olarak hesapland\u0131.<\/p>\n
Dolar\/TL d\u00fcn y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 34,1718’den kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasada \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 34,2100’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde TCMB’nin, yurt d\u0131\u015f\u0131nda ise ECB’nin faiz karar\u0131 ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndeminin takip edilece\u011fini dile getirerek, teknik a\u00e7\u0131dan BIST 100 endeksinde 9.000 ve 9.100 seviyelerinin diren\u00e7, 8.710 ve 8.475 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, eyl\u00fcl ay\u0131 konut sat\u0131\u015f istatistikleri<\/p>\n
10.00 T\u00fcrkiye, a\u011fustos ay\u0131 k\u0131sa vadeli d\u0131\u015f bor\u00e7 istatistikleri<\/p>\n
12.00 Avro B\u00f6lgesi, eyl\u00fcl ay\u0131 T\u00fcketici Fiyat Endeksi (T\u00dcFE)<\/p>\n
12.00 Avro B\u00f6lgesi, a\u011fustos ay\u0131 d\u0131\u015f ticaret dengesi<\/p>\n
14.00 T\u00fcrkiye, ekim ay\u0131 TCMB’nin Faiz Karar\u0131<\/p>\n
14.30 T\u00fcrkiye, haftal\u0131k para ve banka istatistikleri<\/p>\n
15.15 Avro B\u00f6lgesi, ekim ay\u0131 ECB’nin faiz karar\u0131<\/p>\n
15.30 ABD, eyl\u00fcl ay\u0131 perakende sat\u0131\u015flar<\/p>\n
15.30 ABD, ekim ay\u0131 Philadelphia Fed imalat endeksi<\/p>\n
15.30 ABD, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131<\/p>\n
15.45 Avro B\u00f6lgesi, ECB Ba\u015fkan\u0131 Lagarde’\u0131n bas\u0131n toplant\u0131s\u0131<\/p>\n
16.15 ABD, eyl\u00fcl ay\u0131 sanayi \u00fcretimi<\/p>\n
16.15 ABD, eyl\u00fcl ay\u0131 kapasite kullan\u0131m oran\u0131<\/p>\n
Kaynak : Anadolu Ajans\u0131<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":" K\u00fcresel piyasalar, ba\u015fta Avrupa Merkez Bankas\u0131n\u0131n (ECB) faiz karar\u0131 olmak \u00fczere bug\u00fcn a\u00e7\u0131klanacak yo\u011fun veri g\u00fcndemini \u00f6ncesinde kar\u0131\u015f\u0131k bir seyir izlerken, yurt i\u00e7inde g\u00f6zler T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) para politikas\u0131 kararlar\u0131na \u00e7evrildi. D\u00fcnya genelinde bir s\u00fcredir devam eden s\u0131k\u0131 para politikas\u0131n\u0131n sonuna yakla\u015f\u0131l\u0131rken, gelecek d\u00f6nemde resesyon ya\u015fan\u0131p ya\u015fanmayaca\u011f\u0131 sorusu varl\u0131\u011f\u0131n\u0131 koruyor. Bununla birlikte, ABD’de […]<\/p>\n","protected":false},"author":1,"featured_media":1235,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[3,33,1,2],"tags":[],"class_list":["post-1234","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-genel","category-gundem","category-sondk"],"jetpack_featured_media_url":"https:\/\/yerelses.com.tr\/wp-content\/uploads\/2024\/10\/gozler-tcmb-nin-faiz-kararinda.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=\/wp\/v2\/posts\/1234","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1234"}],"version-history":[{"count":1,"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=\/wp\/v2\/posts\/1234\/revisions"}],"predecessor-version":[{"id":1236,"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=\/wp\/v2\/posts\/1234\/revisions\/1236"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=\/wp\/v2\/media\/1235"}],"wp:attachment":[{"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1234"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1234"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/yerelses.com.tr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1234"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}