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<\/div>\nK\u00fcresel piyasalarda, gelecek d\u00f6nem para politikalar\u0131na ili\u015fkin belirsizliklerin g\u00fc\u00e7l\u00fc kalmas\u0131yla sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131karken, ABD\u2019nin i\u015f g\u00fcc\u00fc piyasalar\u0131na y\u00f6nelik verileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olmaya devam ediyor.<\/p>\n
D\u00fcnya genelinde ekonomik aktiviteye ve enflasyon problemine ili\u015fkin endi\u015feler varl\u0131k fiyatlar\u0131 \u00fczerindeki bask\u0131y\u0131 s\u00fcrd\u00fcrmeye, \u015firketlerin bilan\u00e7olar\u0131na ili\u015fkin kar\u0131\u015f\u0131k sonu\u00e7lar da pay piyasalar\u0131n\u0131 etkilemeye devam ediyor.<\/p>\n
\u00d6zellikle cuma g\u00fcn\u00fc a\u00e7\u0131klanacak istihdam raporunda yer alan tar\u0131m d\u0131\u015f\u0131 istihdam verisinin i\u015f g\u00fcc\u00fc piyasas\u0131na ili\u015fkin verece\u011fi sinyaller yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yer al\u0131rken, bug\u00fcn a\u00e7\u0131klanacak ADP \u00f6zel sekt\u00f6r istihdam verileri de yak\u0131ndan takip ediliyor.<\/p>\n
\u00d6te yandan uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings\u2019in, ABD\u2019nin kredi notunu d\u00fc\u015f\u00fcrmesi de pay piyasalar\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131.<\/p>\n
Fitch Ratings, ABD\u2019nin uzun vadeli kredi notunu \u201cAAA\u201ddan \u201cAA+\u201dya d\u00fc\u015f\u00fcr\u00fcrken g\u00f6r\u00fcn\u00fcm\u00fc negatif izlemeden dura\u011fana \u00e7evirdi.<\/p>\n
Fitch\u2019ten yap\u0131lan a\u00e7\u0131klamada, ABD\u2019nin notunun d\u00fc\u015f\u00fcr\u00fclmesinin gelecek 3 y\u0131l i\u00e7inde beklenen mali bozulmay\u0131, y\u00fcksek ve b\u00fcy\u00fcyen genel h\u00fck\u00fbmet bor\u00e7 y\u00fck\u00fcn\u00fc ve tekrarlanan bor\u00e7 limiti a\u00e7mazlar\u0131yla son dakika kararlar\u0131nda kendini g\u00f6steren benzer nottaki emsallerine g\u00f6re y\u00f6neti\u015fim erozyonunu yans\u0131tt\u0131\u011f\u0131 kaydedildi.<\/p>\n
Makroekonomik veri taraf\u0131nda, ABD\u2019de JOLTS A\u00e7\u0131k \u0130\u015f Say\u0131s\u0131, haziranda 9 milyon 582 bin ile Nisan 2021\u2019den bu yana en d\u00fc\u015f\u00fck seviyesini kaydetti.<\/p>\n
ABD\u2019de Tedarik Y\u00f6netim Enstit\u00fcs\u00fc (ISM) imalat endeksi, temmuzda 46,4 ile piyasa beklentilerinin alt\u0131nda ger\u00e7ekle\u015firken, imalat sanayisinde daralman\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi. S&P Global taraf\u0131ndan a\u00e7\u0131klanan imalat sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) verisi ise beklentiler dahilinde 49 oldu.<\/p>\n
Atlanta Fed Ba\u015fkan\u0131 Raphael Bostic, eyl\u00fclde faiz art\u0131r\u0131m\u0131na gerek olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmedi\u011fini, enflasyon d\u00fc\u015ft\u00fck\u00e7e i\u015fsizli\u011fin artmas\u0131n\u0131 bekledi\u011fini ancak bu art\u0131\u015f\u0131n s\u0131n\u0131rl\u0131 olaca\u011f\u0131n\u0131 kaydetti.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 0,2 azalarak 85,5 dolar<\/a>a gerilerken, alt\u0131n\u0131n ons fiyat\u0131 y\u00fczde 0,2 art\u0131\u015fla 1.947 dolar<\/a> seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n D\u00fcn New York borsas\u0131nda Dow Jones endeksi y\u00fczde 0,2 artarken, S&P 500 endeksi y\u00fczde 0,3, Nasdaq endeksi y\u00fczde 0,4 azal\u0131\u015f kaydetti. ABD\u2019de endeks vadeli kontratlar, yeni g\u00fcne de hafif d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n Avrupa borsalar\u0131nda da imalat sekt\u00f6r\u00fcndeki daralman\u0131n ekonomilerdeki resesyon endi\u015felerini art\u0131rmas\u0131yla sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlendi.<\/p>\n D\u00fcn temmuz ay\u0131na ili\u015fkin imalat sanayi PMI, Avro B\u00f6lgesi\u2019nde 42,7\u2019ye, Almanya\u2019da 38,8\u2019e, \u0130ngiltere\u2019de 45,3\u2019e geriledi.<\/p>\n Avro B\u00f6lgesi\u2019nde i\u015fsizlik oran\u0131, haziran ay\u0131nda de\u011fi\u015fmeyerek y\u00fczde 6,4 seviyesinde kald\u0131. \u0130ngiliz enerji \u015firketi bp\u2019nin ikinci \u00e7eyrek kar\u0131 ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 70 d\u00fc\u015f\u00fc\u015fle 2,6 milyar dolar<\/a> oldu.<\/p>\n D\u00fcn \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,4, Fransa\u2019da CAC 40 endeksi y\u00fczde 1,2, \u0130talya\u2019da MIB 30 endeksi y\u00fczde 1, Almanya\u2019da DAX 40 y\u00fczde 1,3 de\u011fer kaybetti.<\/p>\n Asya piyasalar\u0131nda da negatif bir seyir izleniyor.<\/p>\n Analistler, \u00c7in\u2019de h\u00fck\u00fcmetin ekonominin farkl\u0131 alanlar\u0131n\u0131 destekleme karar\u0131 almas\u0131na kar\u015f\u0131n, ekonomik aktivitedeki yava\u015flaman\u0131n \u00f6n\u00fcne ge\u00e7ilememesinin risk alg\u0131s\u0131n\u0131 destekledi\u011fini kaydetti.<\/p>\n Japonya Merkez Bankas\u0131 tutanaklar\u0131nda Japon ekonomisinin 2023 mali y\u0131l\u0131n\u0131n ortalar\u0131na do\u011fru \u0131l\u0131ml\u0131 bir toparlanma kaydedebilece\u011fi belirtildi.<\/p>\n Japonya Merkez Bankas\u0131 (BoJ) Ba\u015fkan Yard\u0131mc\u0131s\u0131 Shinichi Uchida da ekonomi ve fiyat ko\u015fullar\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde de\u011fi\u015fmezse, faiz oranlar\u0131nda h\u0131zl\u0131 art\u0131\u015f beklenilmemesi gerekti\u011fini s\u00f6yledi.<\/p>\n Kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 2,1, G\u00fcney Kore\u2019de Kospi endeksi y\u00fczde 1,9, Hong Kong Hang Seng endeksi y\u00fczde 2 ve \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 0,8 geriledi.<\/p>\n T\u00fcrkiye\u2019de d\u00fcn dalgal\u0131 bir seyir izleyen Borsa \u0130stanbul\u2019da BIST 100 endeksi, y\u00fczde 0,67 de\u011fer kaybederek g\u00fcn\u00fc 7.168,51 puandan tamamlarken, g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek seviyeyi 7.296,57 puana \u00e7\u0131kard\u0131.<\/p>\n