K\u00fcresel piyasalarda, d\u00fcn merkez bankalar\u0131n\u0131n “\u015fahin” politika ad\u0131mlar\u0131n\u0131n devam etmesi ve artan resesyon endi\u015feleriyle sat\u0131c\u0131l\u0131 seyir s\u00fcrerken, bug\u00fcn ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Jerome Powell’\u0131n konu\u015fmas\u0131n\u0131n yan\u0131 s\u0131ra ABD ve Avrupa’da a\u00e7\u0131klanacak hizmet sekt\u00f6r\u00fc ve imalat sanayi Sat\u0131nalma Y\u00f6neticileri (PMI) verileri izlenecek.<\/p>\n
K\u00fcresel \u00e7apta enflasyonist bask\u0131lar\u0131n artaca\u011f\u0131 beklentileriyle merkez bankalar\u0131n\u0131n agresif faiz art\u0131r\u0131mlar\u0131 devam ederken, Fed’in ard\u0131ndan d\u00fcn \u0130ngiltere, Norve\u00e7, \u0130svi\u00e7re, Tayvan, G\u00fcney Afrika, Endonezya ve Filipinler merkez bankalar\u0131 da politika faizinde art\u0131r\u0131ma gitti.<\/p>\n
Japonya Merkez Bankas\u0131 (BoJ) ise emsallerinin aksine ultra gev\u015fek para politikas\u0131n\u0131 de\u011fi\u015ftirmeyerek d\u00fcnya genelinde negatif faiz uygulayan tek merkez bankas\u0131 konumuna geldi.<\/p>\n
Agresif faiz art\u0131r\u0131m s\u00fcrecinin devam etmesi, resesyon kayg\u0131lar\u0131n\u0131n derinle\u015fmesini beraberinde getirirken, geli\u015fmi\u015f \u00fclke tahvil piyasalar\u0131nda sat\u0131\u015flar h\u0131zland\u0131.<\/p>\n
Bu geli\u015fmelerle d\u00fcn New York borsas\u0131nda sat\u0131c\u0131l\u0131 seyir s\u00fcrd\u00fc ve Dow Jones endeksi y\u00fczde 0,35, S&P 500 endeksi y\u00fczde 0,84 ve Nasdaq endeksi y\u00fczde 1,37 de\u011fer kaybetti. ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 3,72’yle \u015eubat 2011’den bu yana en y\u00fcksek seviyeyi g\u00f6rd\u00fc. Dolar endeksi 111,8’le son 20 y\u0131l\u0131n zirvesini test ettikten sonra 111,4’te dengelendi. ABD’de endeks vadeli kontratlar yeni g\u00fcne de d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
Avrupa taraf\u0131nda d\u00fcn \u0130ngiltere Merkez Bankas\u0131 (BoE), politika faizini 50 baz puan art\u0131rarak y\u00fczde 2,25 ile son 14 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kard\u0131. Arka arkaya 7. kez faiz art\u0131r\u0131m\u0131na giden Banka’n\u0131n karar\u0131n\u0131n ard\u0131ndan sterlin\/dolar paritesi 1,1212’yle 37 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc. \u0130svi\u00e7re Merkez Bankas\u0131 da d\u00fcn politika faizini 75 baz puan art\u0131rarak 8 y\u0131ld\u0131r s\u00fcren negatif faiz d\u00f6nemine son verirken, \u0130svi\u00e7re frang\u0131, dolar kar\u015f\u0131s\u0131nda y\u00fczde 1’in \u00fczerinde de\u011fer kaybetti. Ayn\u0131 g\u00fcn faiz karar\u0131n\u0131 a\u00e7\u0131klayan Norve\u00e7 Merkez Bankas\u0131 da politika faizini beklentiler do\u011frultusunda 50 baz puan art\u0131rarak y\u00fczde 2,25’e y\u00fckseltti.<\/p>\n
Kararlar sonras\u0131 10 y\u0131ll\u0131k tahvil faizi \u0130ngiltere’de 14 y\u0131l\u0131n zirvesini g\u00f6r\u00fcrken, \u0130svi\u00e7re’de 3 ay\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. Almanya’n\u0131n 10 y\u0131ll\u0131k tahvil faizi de Eyl\u00fcl 2013’ten sonra ilk kez y\u00fczde 2’yi test etti.<\/p>\n
Bu geli\u015fmeler sonras\u0131 para piyasalar\u0131nda, Avrupa Merkez Bankas\u0131’n\u0131n (ECB) ekim ay\u0131 toplant\u0131s\u0131nda politika faizini 75 baz puan art\u0131raca\u011f\u0131 ve y\u0131l sonunda y\u00fczde 3’\u00fcn \u00fczerine \u00e7\u0131karaca\u011f\u0131 beklentileri fiyatlanmaya ba\u015flad\u0131.<\/p>\n
Avrupa’da y\u00fcksek faiz d\u00f6neminin gelecekte devam edece\u011fine ili\u015fkin beklentiler, halihaz\u0131rda enerji kriziyle m\u00fccadele edilen ve enflasyonist bask\u0131lar\u0131n s\u00fcrd\u00fc\u011f\u00fc b\u00f6lgede resesyon endi\u015felerini art\u0131rd\u0131. S\u00f6z konusu endi\u015felerle Stoxx 600 endeksi d\u00fcn \u015eubat 2021’den bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6r\u00fcrken, Almanya’da DAX 40 endeksi y\u00fczde 1,84 ve Fransa’da CAC 40 endeksi y\u00fczde 1,87 azal\u0131\u015fla 2,5 ay\u0131n en k\u00f6t\u00fc kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi. \u0130ngiltere’de FTSE 100 endeksi de y\u00fczde 1,08 de\u011fer kayb\u0131yla 20 g\u00fcn\u00fcn en d\u00fc\u015f\u00fck seviyesinden kapand\u0131. Avro\/dolar paritesi d\u00fcn 0,9809 ile Ekim 2002’den bu yana en d\u00fc\u015f\u00fck seviyeye gerilemesinin ard\u0131ndan bug\u00fcn 0,9830’da dengelenirken, Avrupa’da endeks vadeli kontratlar yeni g\u00fcne de d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
Asya’da d\u00fcn BoJ, y\u00fczde eksi 0,1 d\u00fczeyinde bulunan faiz oran\u0131 ve ultra gev\u015fek para politikas\u0131nda de\u011fi\u015fikli\u011fe gitmedi. BoJ Ba\u015fkan\u0131 Haruhiko Kuroda’n\u0131n toplant\u0131 sonras\u0131 yapt\u0131\u011f\u0131 a\u00e7\u0131klamada faiz oranlar\u0131n\u0131 y\u00fckseltmeyi \u015fimdilik de\u011ferlendirmediklerini, g\u00fc\u00e7l\u00fc parasal gev\u015femeye kararl\u0131 bir \u015fekilde devam edeceklerini vurgulamas\u0131 ile dolar\/yen paritesi h\u0131zla gerileyerek 146 ile son 24 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine indi. Bu geli\u015fme sonras\u0131 \u00fclkede Haziran 1998’den sonra ilk kez d\u00f6viz piyasas\u0131na m\u00fcdahale geldi.<\/p>\n
Dolar\/yen paritesi d\u00fcnk\u00fc m\u00fcdahale sonras\u0131 y\u00fczde 4’e yak\u0131n geriledi ve 142 seviyelerinde dengelendi.<\/p>\n
Bu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,6 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 1,7 de\u011fer kaybetti. Japonya’da ise resmi tatil nedeniyle piyasalarda i\u015flem ger\u00e7ekle\u015ftirilmedi.<\/p>\n
Yurt i\u00e7inde ise d\u00fcn T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) politika faizini 100 baz puan indirerek y\u00fczde 12’ye \u00e7ekerken, karara metninde k\u00fcresel b\u00fcy\u00fcmeye y\u00f6nelik belirsizliklerin ve jeopolitik risklerin artt\u0131\u011f\u0131 bir d\u00f6nemde finansal ko\u015fullar\u0131n destekleyici olmas\u0131n\u0131n \u00f6nemine i\u015faret edildi.<\/p>\n
K\u00fcresel \u00e7apta azalan risk i\u015ftah\u0131na kar\u015f\u0131n al\u0131c\u0131l\u0131 bir seyir izlenen Borsa \u0130stanbul’da, BIST 100 endeksi d\u00fcnya genelinden pozitif ayr\u0131\u015farak g\u00fcn\u00fc y\u00fczde 1,53 art\u0131\u015fla 3.295,27 puandan tamamlad\u0131. Dolar\/TL, d\u00fcn 18,4032 ile zirvesini g\u00f6rmesinin ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 18,3520’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, merkez bankalar\u0131n\u0131n artan enflasyonist bask\u0131lar kar\u015f\u0131s\u0131nda agresif faiz art\u0131r\u0131mlar\u0131na devam edece\u011fi beklentileri ile resesyon endi\u015felerinin derinle\u015fti\u011fini belirterek, bu durumun piyasalarda risk i\u015ftah\u0131n\u0131n d\u00fc\u015f\u00fck seyretmesine neden oldu\u011funu s\u00f6yledi.<\/p>\n
Bug\u00fcn Fed Ba\u015fkan\u0131 Powell’\u0131n a\u00e7\u0131l\u0131\u015f konu\u015fmas\u0131n\u0131 yapaca\u011f\u0131 ve “Salg\u0131n sonras\u0131 ekonomiye ge\u00e7i\u015f” temas\u0131yla d\u00fczenlenecek “Fed Listens” etkinli\u011finin takip edilece\u011fini aktaran analistler, veri g\u00fcndeminde ise ABD ve Avrupa’da a\u00e7\u0131klanacak imalat sanayi ve hizmet sekt\u00f6r\u00fc PMI verilerinin izlenece\u011fini bildirdi.<\/p>\n
Analistler, teknik a\u00e7\u0131dan BIST 100 endeksinde 3.200 puan\u0131n destek, 3.300 ve 3.370 seviyelerinin diren\u00e7 konumunda bulundu\u011funu ifade etti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, eyl\u00fcl ay\u0131 finansal hizmetler g\u00fcven endeksi<\/p>\n
10.30 Almanya, eyl\u00fcl ay\u0131 hizmet sekt\u00f6r\u00fc ve imalat sanayi PMI<\/p>\n
11.00 Avro B\u00f6lgesi, eyl\u00fcl ay\u0131 hizmet sekt\u00f6r\u00fc ve imalat sanayi PMI<\/p>\n
11.30 \u0130ngiltere, eyl\u00fcl ay\u0131 hizmet sekt\u00f6r\u00fc ve imalat sanayi PMI<\/p>\n
16.45 ABD, eyl\u00fcl ay\u0131 hizmet sekt\u00f6r\u00fc ve imalat sanayi PMI<\/p>\n
21.00 ABD, Fed Ba\u015fkan\u0131 Powell’\u0131n konu\u015fmas\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda, d\u00fcn merkez bankalar\u0131n\u0131n “\u015fahin” politika ad\u0131mlar\u0131n\u0131n devam etmesi ve artan resesyon endi\u015feleriyle sat\u0131c\u0131l\u0131 seyir s\u00fcrerken, bug\u00fcn ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Jerome Powell’\u0131n konu\u015fmas\u0131n\u0131n yan\u0131 s\u0131ra ABD ve Avrupa’da a\u00e7\u0131klanacak hizmet sekt\u00f6r\u00fc ve imalat sanayi Sat\u0131nalma Y\u00f6neticileri (PMI) verileri izlenecek. K\u00fcresel \u00e7apta enflasyonist bask\u0131lar\u0131n artaca\u011f\u0131 beklentileriyle merkez bankalar\u0131n\u0131n agresif faiz art\u0131r\u0131mlar\u0131 devam ederken, […]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jnews-multi-image_gallery":[],"jnews_single_post":{"source_name":"","source_url":"","via_name":"","via_url":"","override_template":"0","override":[{"template":"2","single_blog_custom":"","parallax":"1","fullscreen":"1","layout":"right-sidebar","sidebar":"default-sidebar","second_sidebar":"default-sidebar","sticky_sidebar":"0","share_position":"hide","share_float_style":"share-monocrhome","show_share_counter":"1","show_view_counter":"1","show_featured":"1","show_post_meta":"1","show_post_author":"1","show_post_author_image":"1","show_post_date":"1","post_date_format":"default","post_date_format_custom":"Y\/m\/d","show_post_category":"0","show_post_reading_time":"1","post_reading_time_wpm":"300","show_zoom_button":"0","zoom_button_out_step":"2","zoom_button_in_step":"3","show_post_tag":"1","show_prev_next_post":"0","show_popup_post":"0","number_popup_post":"2","show_author_box":"0","show_post_related":"1","show_inline_post_related":"0"}],"override_image_size":"0","image_override":[{"single_post_thumbnail_size":"no-crop","single_post_gallery_size":"crop-715"}],"trending_post":"0","trending_post_position":"meta","trending_post_label":"Trending","sponsored_post":"0","sponsored_post_label":"Sponsored by","sponsored_post_name":"","sponsored_post_url":"","sponsored_post_logo_enable":"0","sponsored_post_logo":"","sponsored_post_desc":"","disable_ad":"0"},"jnews_primary_category":{"id":""},"footnotes":""},"categories":[3],"tags":[],"coauthors":[92],"class_list":["post-93206","post","type-post","status-publish","format-standard","hentry","category-ekonomi"],"yoast_head":"\n