ABD’de Fed’in faiz karar\u0131 ve gelecek d\u00f6nem para politikalar\u0131 a\u00e7\u0131s\u0131ndan ya\u011faca\u011f\u0131 y\u00f6nlendirmeler bekleniyor.<\/p>\n\n\n\n
K\u00fcresel piyasalarda, ABD Merkez Bankas\u0131’n\u0131n (Fed) bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 para politikas\u0131 kararlar\u0131 ve toplant\u0131 sonras\u0131 Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n yapaca\u011f\u0131 a\u00e7\u0131klamalar \u00f6ncesinde risk i\u015ftah\u0131 d\u00fc\u015f\u00fck seyrediyor.<\/p>\n\n\n\n
Resesyon ve enflasyon endi\u015fesi aras\u0131nda kalan ABD’de Fed’in faiz karar\u0131 ve gelecek d\u00f6nem para politikalar\u0131 a\u00e7\u0131s\u0131ndan ya\u011faca\u011f\u0131 y\u00f6nlendirmeler bekleniyor.<\/p>\n\n\n\n
ABD’de enflasyonun haziranda da g\u00fc\u00e7lenmeye devam etmesi Fed’in bug\u00fcn 75 baz puanl\u0131k faiz art\u0131\u015f\u0131 yapma ihtimalini g\u00fc\u00e7lendirirken, 100 baz puanl\u0131k faiz art\u0131\u015f\u0131 bekleyenlerin oran\u0131 ise olduk\u00e7a azald\u0131.<\/p>\n\n\n\n
\u00dclkede makroekonomik verilerin durgunlu\u011fa i\u015faret etmesi de resesyon endi\u015felerini art\u0131r\u0131rken, Fed’in temmuz sonras\u0131nda ataca\u011f\u0131 ad\u0131mlardaki belirsizlik piyasalarda fiyatlamalar\u0131 zorla\u015ft\u0131r\u0131yor.<\/p>\n\n\n\n
Tahvil piyasalar\u0131nda ABD’nin 10 y\u0131ll\u0131k tahvil faizi ile 3 ayl\u0131k hazine bonosu aras\u0131ndaki far kapanmaya devam ederek 30 baz puana kadar inerken, s\u00f6z konusu fiyatlama ABD ekonomisinin resesyona girece\u011fi beklentisinin g\u00fc\u00e7lenmeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n\n\n\n
Para piyasalar\u0131ndaki fiyatlamalarda ise Fed’in bug\u00fcn y\u00fczde 75 ihtimalle 75 baz puanl\u0131k faiz art\u0131\u015f\u0131 yapaca\u011f\u0131 tahmin edilirken, Fed \u00fcyelerinin net s\u00f6zle y\u00f6nlendirmelerine kar\u015f\u0131n yat\u0131r\u0131mc\u0131lar y\u00fczde 25 ihtimalle 100 baz puanl\u0131k faiz art\u0131\u015f\u0131 yapabilece\u011fi beklentisini koruyor.<\/p>\n\n\n\n
Eyl\u00fcl toplant\u0131s\u0131na ili\u015fkin karars\u0131zl\u0131k \u00f6ne \u00e7\u0131kmaya devam ederken, bankan\u0131n y\u00fczde 51 ihtimalle 50, y\u00fczde 41 ihtimalle 75 ve y\u00fczde 8 ihtimalle 100 baz puan faiz art\u0131raca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n\n\n\n
\u00dclkede makroekonomik verilerde g\u00f6r\u00fclen yava\u015flama emarelerinin \u00e7o\u011falmay\u0131 s\u00fcrd\u00fcrmesi ve bilan\u00e7o d\u00f6neminde d\u00fcn a\u00e7\u0131klanan karl\u0131l\u0131klar\u0131n beklentileri kar\u015f\u0131layamamas\u0131 pay piyasalar\u0131nda risk i\u015ftah\u0131n\u0131n azalmas\u0131na sebep oldu.<\/p>\n\n\n\n
ABD’de a\u00e7\u0131klanan verilere g\u00f6re yeni konut sat\u0131\u015flar\u0131, haziranda ayl\u0131k y\u00fczde 8,1 azal\u0131\u015fla 590 bine inerek Nisan 2020’den bu yana en d\u00fc\u015f\u00fck seviyeyi kaydederken, Conference Board T\u00fcketici G\u00fcven Endeksi de d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc. S&P Case-Shiller Ulusal Konut Fiyat Endeksi, may\u0131sta ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 19,7 artt\u0131.<\/p>\n\n\n\n
Konut piyasas\u0131nda g\u00f6r\u00fclen yava\u015flama \u00fclkede resesyon endi\u015fesini g\u00fc\u00e7lendiren ana etkenlerden biri olurken, bu alandan gelecek sinyaller piyasalarda oynakl\u0131\u011f\u0131 art\u0131rabiliyor.<\/p>\n\n\n\n
ABD’de d\u00fcn a\u00e7\u0131klanan \u015firket bilan\u00e7olar\u0131nda da durgunluk emareleri g\u00f6ze \u00e7arparken, teknoloji \u015firketlerinden Microsoft ve Google’\u0131n ana kurulu\u015fu Alphabet’in gelir art\u0131\u015flar\u0131 nisan-haziran d\u00f6neminde yava\u015flama g\u00f6sterdi.<\/p>\n\n\n\n
\u00d6te yandan, Uluslararas\u0131 Para Fonu (IMF), bu y\u0131la ili\u015fkin k\u00fcresel b\u00fcy\u00fcme tahminini y\u00fczde 3,6’dan y\u00fczde 3,2’ye, ABD ekonomisinin 2022 y\u0131l\u0131na ili\u015fkin b\u00fcy\u00fcme beklentisini de y\u00fczde 3,7’den y\u00fczde 2,3’e indirdi.<\/p>\n\n\n\n
Raporda, d\u00fcnya genelinde beklenenden y\u00fcksek enflasyonun \u00f6zellikle ABD ve b\u00fcy\u00fck Avrupa ekonomilerinde daha s\u0131k\u0131 mali ko\u015fullar\u0131 tetiklemesinin, \u00c7in’de yeni tip koronavir\u00fcs (Kovid-19) salg\u0131n\u0131 ve karantina \u00f6nlemlerini yans\u0131tan beklenenden daha k\u00f6t\u00fc ekonomik yava\u015flaman\u0131n ve Ukrayna’daki sava\u015f\u0131n olumsuz etkilerinin salg\u0131n nedeniyle halihaz\u0131rda zay\u0131flayan d\u00fcnya ekonomisini vurdu\u011fu aktar\u0131ld\u0131.<\/p>\n\n\n\n
Dolar endeksi \u00fc\u00e7 g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f e\u011filiminin ard\u0131ndan d\u00fcn y\u00fczde 0,6 art\u0131\u015fla 107,1 seviyesine \u00e7\u0131karken, Brent petrol\u00fcn varil fiyat\u0131 yatay seyirle 99,9 dolarda bulunuyor.<\/p>\n\n\n\n
S\u00f6z konusu geli\u015fmelerle d\u00fcn New York borsas\u0131nda S&P 500 endeksi y\u00fczde 1,15, Dow Jones endeksi y\u00fczde 0,71 ve Nasdaq endeksi y\u00fczde 1,87 de\u011fer kaybetti. ABD’de endeks vadeli i\u015flem kontratlar\u0131 yeni g\u00fcne ise y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n\n\n\n
Avrupa’da enerji arz problemi fiyatlamalar\u0131 etkilemeye devam ediyor.<\/p>\n\n\n\n
Rus enerji \u015firketi Gazprom, Rus gaz\u0131n\u0131 Almanya \u00fczerinden Avrupa’ya ta\u015f\u0131yan hatlardan Kuzey Ak\u0131m do\u011fal gaz boru hatt\u0131nda teknik nedenlerle y\u00fczde 20 kapasite kullan\u0131labilece\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan do\u011fal gaz fiyatlar\u0131 megavatsaat ba\u015f\u0131na 200 avroyu ge\u00e7en do\u011fal gaz fiyat\u0131, marttan bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n\n\n\n
Rus gaz\u0131n\u0131n tedarikinde ya\u015fanan problemler b\u00f6lgede sanayi \u00fcretiminin aksayabilece\u011fi endi\u015fesini g\u00fc\u00e7lendirmeye devam ederken, artan riskler ise Avrupa’da fiyatlamalar\u0131 zorla\u015ft\u0131r\u0131yor.<\/p>\n\n\n\n
D\u00fcn, Almanya’da DAX 30 endeksi y\u00fczde 0,86, Fransa’da CAC 40 endeksi y\u00fczde 0,42 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 1,04 de\u011fer kaybederken, \u0130ngiltere’de FTSE 100 endeksi yatay seyretti. Avrupa’da endeks vadeli i\u015flem kontratlar\u0131 yeni g\u00fcne ise y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n\n\n\n
Asya’da pay piyasalar\u0131 Fed’in politika kararlar\u0131 \u00f6ncesinde kar\u0131\u015f\u0131k bir seyir izliyor. Halihaz\u0131rda g\u00fc\u00e7lenen resesyon endi\u015feleri, b\u00f6lge piyasalar\u0131n\u0131 bask\u0131lamaya devam ederken, Tayvan \u00fczerinden artmay\u0131 s\u00fcrd\u00fcren ABD-\u00c7in gerilimi risk i\u015ftah\u0131n\u0131 olumsuz etkiliyor. ABD Ba\u015fkan\u0131 Joe Biden ve \u00c7inli meslekta\u015f\u0131n\u0131n yar\u0131n Tayvan konusunu g\u00f6r\u00fc\u015fmeleri bekleniyor.<\/p>\n\n\n\n
\u00c7inli e-ticaret devi Alibaba’n\u0131n Hong Kong borsas\u0131nda birincil kotasyon i\u00e7in ba\u015fvuraca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan, ABD’de kote \u00c7inli \u015firketlerin borsadan at\u0131lmas\u0131 durumunda bu \u015firketlerin Alibaba ile benzer bir yol izleyebilece\u011fi belirtiliyor. Hong Kong’da birincil kotasyon, \u00c7inli yat\u0131r\u0131mc\u0131lara \u015firket hisselerine daha kolay eri\u015fim imkan\u0131 tan\u0131yor.<\/p>\n\n\n\n
Bu geli\u015fmelerle, kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,3 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,1 artarken, Hong Kong’da Hang Seng endeksi ise y\u00fczde 1 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,1 geriledi.<\/p>\n\n\n\n
Yurt i\u00e7inde, d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,45 azal\u0131\u015fla 2.537,12 puandan tamamlad\u0131.<\/p>\n\n\n\n
Dolar\/TL d\u00fcn y\u00fczde 0,31 art\u0131\u015fla 17,8608’den kapanmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 17,8740 seviyesinde i\u015flem g\u00f6r\u00fcyor.<\/p>\n\n\n\n
IMF d\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 raporda T\u00fcrkiye ekonomisine ili\u015fkin b\u00fcy\u00fcme tahminlerini 2022 y\u0131l\u0131 i\u00e7in y\u00fczde 2,7’den y\u00fczde 4\u2019e, 2023 i\u00e7in ise y\u00fczde 3’ten 3,5’e y\u00fckseltti.<\/p>\n\n\n\n
Analistler, bug\u00fcn yurt i\u00e7inde veri takviminin sakin oldu\u011funu, yurt d\u0131\u015f\u0131nda ise Fed’in faiz karar\u0131 ve Fed Ba\u015fkan\u0131 Powell’\u0131n a\u00e7\u0131klamalar\u0131n\u0131n yan\u0131 s\u0131ra ABD’de dayan\u0131kl\u0131 mal sipari\u015fleri ve bekleyen konut sat\u0131\u015flar\u0131 verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 2.550 ve 2.570 seviyelerinin diren\u00e7, 2.480 puan\u0131n destek konumunda oldu\u011funu bildirdi.<\/p>\n\n\n\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n\n\n\n
15.30 ABD, haziran ay\u0131 dayan\u0131kl\u0131 mal sipari\u015fleri<\/p>\n\n\n\n
17.00 ABD, haziran ay\u0131 bekleyen konut sat\u0131\u015flar\u0131<\/p>\n\n\n\n
21.00 ABD, Fed’in faiz karar\u0131<\/p>\n\n\n\n
21.30 ABD, Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n bas\u0131n toplant\u0131s\u0131<\/p>","protected":false},"excerpt":{"rendered":"
ABD’de Fed’in faiz karar\u0131 ve gelecek d\u00f6nem para politikalar\u0131 a\u00e7\u0131s\u0131ndan ya\u011faca\u011f\u0131 y\u00f6nlendirmeler bekleniyor. K\u00fcresel piyasalarda, ABD Merkez Bankas\u0131’n\u0131n (Fed) bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 para politikas\u0131 kararlar\u0131 ve toplant\u0131 sonras\u0131 Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n yapaca\u011f\u0131 a\u00e7\u0131klamalar \u00f6ncesinde risk i\u015ftah\u0131 d\u00fc\u015f\u00fck seyrediyor. Resesyon ve enflasyon endi\u015fesi aras\u0131nda kalan ABD’de Fed’in faiz karar\u0131 ve gelecek d\u00f6nem para politikalar\u0131 a\u00e7\u0131s\u0131ndan ya\u011faca\u011f\u0131 […]<\/p>","protected":false},"author":1,"featured_media":6914,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[81],"tags":[516],"class_list":{"0":"post-7430","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-gundem","8":"tag-kuresel-piyasa"},"yoast_head":"\n