T\u00fcrkiye<\/b><\/p>\n

D\u00fcn yurt i\u00e7inde Aral\u0131k ay\u0131na ait t\u00fcketici g\u00fcveni<\/span> 77,4 puana y\u00fckseldi.<\/p>\n

Bug\u00fcn yurt i\u00e7i piyasalar\u0131n g\u00fcndeminde TCMB’nin faiz karar\u0131<\/span> var. TCMB bug\u00fcn TS\u0130 14.00’te faiz karar\u0131n\u0131 a\u00e7\u0131klayacak. Merkez i\u00e7in bug\u00fcnk\u00fc toplant\u0131da beklentiler, 250 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131, yani faizleri %40\u2019tan %42,50\u2019ye \u00e7\u0131karmas\u0131 y\u00f6n\u00fcnde bulunuyor.<\/p>\n

Kas\u0131m ay\u0131 toplant\u0131s\u0131nda, “faiz art\u0131\u015f d\u00f6ng\u00fcs\u00fcn\u00fcn sonuna yakla\u015f\u0131yoruz” mesaj\u0131 verildi\u011fi i\u00e7in bug\u00fcnk\u00fc toplant\u0131daki mesajlar \u00f6nemli olacakt\u0131r. Bu toplant\u0131 veya Ocak ay\u0131 toplant\u0131s\u0131nda faiz art\u0131\u015flar\u0131na son verece\u011fine y\u00f6nelik beklentiler korunuyor. Bug\u00fcnk\u00fc karar metnindeki ifadeler, bu beklentileri etkileyebilir.<\/p>\n

Euro B\u00f6lgesi<\/b><\/p>\n

D\u00fcn Euro B\u00f6lgesi\u2019nde Almanya\u2019da GFK t\u00fcketici g\u00fcveni<\/span> beklentilerin \u00fczerinde -25,1 puan olarak a\u00e7\u0131klan\u0131rken Almanya\u2019da \u00dcFE<\/span> ayl\u0131k bazda beklentilerin alt\u0131nda, %0,5 azal\u0131\u015f g\u00f6sterdi. Y\u0131ll\u0131k bazda \u00dcFE<\/span> ise %-11\u2019den %-7,9\u2019a y\u00fckselirken y\u0131ll\u0131k bazda art\u0131\u015f baz etkisinden kaynakland\u0131. Euro B\u00f6lgesi\u2019nde t\u00fcketici g\u00fcven endeksi<\/span> ise hemen hemen beklentiler dahilinde -15 puan olarak a\u00e7\u0131kland\u0131.<\/p>\n

Avrupa Merkez Bankas\u0131 (ECB<\/span>) \u00fcyesi ve Bundesbank Ba\u015fkan\u0131 Joachim Nagel<\/span>, ECB\u2019nin enflasyonu kontrol alt\u0131na almak i\u00e7in faiz oranlar\u0131n\u0131 rekor seviyelerde tutmas\u0131 gerekti\u011fini ve yat\u0131r\u0131mc\u0131lar\u0131n, faiz indirimi beklentilerine g\u00f6re hareket etmemesi gerekti\u011finin alt\u0131n\u0131 \u00e7izdi. Euro\/dolar<\/span> paritesinde, dolar endeksindeki y\u00fckseli\u015f sonras\u0131 d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcl\u00fcrken DAX<\/span>\u2019ta rekor seviyelerden geri \u00e7ekilme, k\u00fcresel borsalarda ya\u015fanan d\u00fc\u015f\u00fc\u015ften sonra h\u0131zland\u0131.<\/p>\n

Bug\u00fcn Euro B\u00f6lgesi\u2019nde veri ak\u0131\u015f\u0131 sakin.<\/p>\n

ABD<\/b><\/p>\n

D\u00fcn ABD\u2019de cari denge<\/span>, beklentilerin alt\u0131nda -200 milyar dolar olarak a\u00e7\u0131klan\u0131rken mevcut konut sat\u0131\u015flar\u0131<\/span> ise beklentilerin \u00fczerinde 3,82 milyon adet olarak ger\u00e7ekle\u015fti. T\u00fcketici g\u00fcveni<\/span> de beklentileri olduk\u00e7a a\u015farak 110.7 puana y\u00fckseldi.<\/p>\n

Philadelphia Fed Ba\u015fkan\u0131 Patrick Harker<\/span>, k\u0131sa vadede faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrmeye kar\u015f\u0131 oldu\u011funu, faiz art\u0131r\u0131mlar\u0131na da gerek kalmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc s\u00f6ylerken faizlerin bir s\u00fcre yatay tutulmas\u0131 ve etkilerinin g\u00f6zlemlenmesi gerekti\u011fini savundu. Harker, ekonomi i\u00e7in resesyonun \u00f6nlendi\u011fi, enflasyonun %2’ye d\u00f6nd\u00fc\u011f\u00fc ve istihdam piyasas\u0131n\u0131n b\u00fcy\u00fck zarar g\u00f6rmedi\u011fi bir yumu\u015fak ini\u015fin, olduk\u00e7a m\u00fcmk\u00fcn oldu\u011funu ifade ederken i\u015fsizlik oranlar\u0131<\/span>nda da k\u00fc\u00e7\u00fck bir art\u0131\u015f ya\u015fanabilece\u011fini kaydetti.<\/p>\n

Bug\u00fcn ABD\u2019de 2023 y\u0131l\u0131n\u0131n 3. \u00e7eyre\u011fine ili\u015fkin nihai b\u00fcy\u00fcme verisi<\/span>nin %5,2 a\u00e7\u0131klanmas\u0131 bekleniyor. B\u00fcy\u00fcmenin, beklentiler d\u00fczeyinde ya da beklentilerin \u00fczerinde gelmesi, Fed<\/span> faiz indirimlerini piyasa da bir kez daha sorgulatacakken dolar endeksi<\/span> ve ABD 10 y\u0131ll\u0131k<\/span> tahvil faizlerinde sert y\u00fckseli\u015f ya\u015fanabilir.<\/p>\n

Beklentilerin alt\u0131nda kalacak bir b\u00fcy\u00fcme verisi ise yumu\u015fak ini\u015f senaryosuna uygun olarak dolar endeksi ve ABD 10 y\u0131ll\u0131k tahvil faizine de\u011fer kaybettirebilir. Haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131n\u0131n<\/span> 214 bin a\u00e7\u0131klanaca\u011f\u0131 tahmin ediliyor. Philadelphia Fed imalat endeksi<\/span> -3,3 puan beklenirken CB \u00f6nc\u00fcl endeks de ayl\u0131k bazda %-0,5 beklenmekte.<\/p>\n

Kaynak: Gedik Yat\u0131r\u0131m<\/em><\/p>\n

Hibya Haber Ajans\u0131<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

ABD’de i\u015fsizlik verileri, T\u00fcrkiye’de TCMB karar\u0131 bekleniyor<\/p>\n","protected":false},"author":1,"featured_media":55116,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_joinchat":[],"footnotes":""},"categories":[63],"tags":[83,221,760,131,126],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/posts\/55115"}],"collection":[{"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/comments?post=55115"}],"version-history":[{"count":1,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/posts\/55115\/revisions"}],"predecessor-version":[{"id":55117,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/posts\/55115\/revisions\/55117"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/media\/55116"}],"wp:attachment":[{"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/media?parent=55115"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/categories?post=55115"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/tags?post=55115"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}