![](\"https:\/\/www.kibristurk.com\/images\/haberler\/2023\/12\/gozler-tcmbnin-faiz-kararina-cevrildi-1703140132.webp\")
<\/p>\n<\/p>\n
Fed’in ge\u00e7en haftaki toplant\u0131s\u0131nda uzun bir aran\u0131n ard\u0131ndan ilk kez “g\u00fcvercin” sinyaller vermesi piyasalarda risk i\u015ftah\u0131n\u0131 artt\u0131r\u0131rken, hafta boyunca Fed yetkililerinden gelen “\u015fahin” tonlu s\u00f6zle y\u00f6nlendirmeler risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcledi.<\/p>\n
D\u00fcn de Philadelphia Fed Ba\u015fkan\u0131 Patrick Harker, bankan\u0131n hemen olmasa da faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrmeye ba\u015flamas\u0131 gerekti\u011fini belirtti. Faiz indirimlerinin ba\u015flamas\u0131n\u0131n \u00f6nemli oldu\u011funu ifade eden Harker, ancak bunun \u00e7ok h\u0131zl\u0131 yap\u0131lmas\u0131na gerek olmad\u0131\u011f\u0131n\u0131 dile getirdi.<\/p>\n
Analistler, piyasalarda Fed’in a\u015f\u0131r\u0131 g\u00fcvercin ad\u0131mlar ataca\u011f\u0131na ili\u015fkin beklentilerin \u00e7ok h\u0131zl\u0131 fiyatlanm\u0131\u015f olabilece\u011fini vurgulayarak, bankan\u0131n faiz indirimine ba\u015flama zaman\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fclerin yat\u0131r\u0131mc\u0131lar\u0131 hayal k\u0131r\u0131kl\u0131\u011f\u0131na u\u011fratabilece\u011fine dikkati \u00e7ekti.<\/p>\n
Yakla\u015fan Noel tatili nedeniyle yat\u0131r\u0131mc\u0131lar\u0131n pozisyonlar\u0131n\u0131 azaltmak isteyebilece\u011fini de aktaran analistler, bug\u00fcn ABD’nin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fe ait ekonomik b\u00fcy\u00fcme verilerinin piyasalarda oynakl\u0131\u011f\u0131 artt\u0131rabilece\u011fini s\u00f6yledi.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda, Fed’in gelecek y\u0131l\u0131n ilk toplant\u0131s\u0131nda faizi sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, bankan\u0131n martta faiz indirimlerine ba\u015flama ihtimali y\u00fczde 83’e \u00e7\u0131kt\u0131.<\/p>\n
Makroekonomik veri taraf\u0131nda ise d\u00fcn ABD’de Conference Board T\u00fcketici G\u00fcven Endeksi, aral\u0131kta ayl\u0131k bazda 9,7 puan art\u0131\u015fla 110,7’ye \u00e7\u0131karak piyasa beklentilerini geride b\u0131rakmas\u0131, Fed’in faizi d\u00fc\u015f\u00fcrmek i\u00e7in acele etmesine gerek olmad\u0131\u011f\u0131na i\u015faret etti\u011fi belirtiliyor.<\/p>\n
\u00dclkede cari i\u015flemler a\u00e7\u0131\u011f\u0131, y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde y\u00fczde 7,6 azalarak 200,3 milyar dolarla yakla\u015f\u0131k 2 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesini kaydetti. ABD’de ikinci el konut sat\u0131\u015flar\u0131 ise kas\u0131mda y\u00fczde 0,8 artarak piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
Tahvil piyasalar\u0131nda ise d\u00fc\u015f\u00fc\u015f e\u011filimi devam ederken, ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 3,85’le temmuzdan bu yana en d\u00fc\u015f\u00fck seviyede bulunuyor.<\/p>\n
S\u00f6z konusu geli\u015fmelerin ard\u0131ndan d\u00fcn y\u00fczde 0,2 art\u0131\u015fla g\u00fcn\u00fc 102,4 seviyesinden tamamlayan dolar endeksi, \u015fu s\u0131ralarda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,1 alt\u0131nda bulunuyor.<\/p>\n
D\u00fcn y\u00fczde 0,5 azal\u0131\u015fla 2 bin 30 dolardan g\u00fcn\u00fc tamamlayan alt\u0131n\u0131n ons fiyat\u0131, \u015fu dakikalarda \u00f6nceki kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,4 art\u0131\u015fla 2 bin 37 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Be\u015f g\u00fcnl\u00fck y\u00fckseli\u015f serisini d\u00fcn y\u00fczde 0,7 azal\u0131\u015fla 79,1 dolardan g\u00fcn\u00fc tamamlayarak sonland\u0131ran Brent petrol\u00fcn varil fiyat\u0131, bug\u00fcn \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,1 \u00fczerinde 79,2 dolarda seyrediyor.<\/p>\n
\u00d6te yandan, d\u00fcn FedEx hisseleri, \u015firketin gelir beklentilerini d\u00fc\u015f\u00fcrmesi ve finansal sonu\u00e7lar\u0131n\u0131n beklenenden d\u00fc\u015f\u00fck gelmesi sonras\u0131 y\u00fczde 12’nin \u00fczerinde de\u011fer kaybetti.<\/p>\n
New York borsas\u0131nda d\u00fcn Nasdaq endeksi y\u00fczde 1,50 ve S&P 500 endeksi y\u00fczde 1,47 ve Dow Jones endeksi y\u00fczde 1,27 azal\u0131\u015f kaydetti. ABD’de endeks vadeli kontratlar, yeni g\u00fcne de negatif bir seyirle ba\u015flad\u0131.<\/p>\n
Avrupa<\/strong><\/p>\n Avrupa borsalar\u0131nda ise d\u00fcn kar\u0131\u015f\u0131k bir seyir izlendi.<\/p>\n Analistler, \u0130ngiltere enflasyonunun beklenenden daha h\u0131zl\u0131 yava\u015flamas\u0131yla para piyasalar\u0131ndaki fiyatlamalarda oynakl\u0131\u011f\u0131n artt\u0131\u011f\u0131n\u0131 belirterek, \u0130ngiltere’de FTSE 100 endeksinde risk i\u015ftah\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n \u0130ngiltere’de d\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, T\u00fcketici Fiyat Endeksi (T\u00dcFE) kas\u0131mda y\u0131ll\u0131k bazda y\u00fczde 3,9 art\u0131\u015fla piyasa beklentilerinin alt\u0131nda kal\u0131rken, \u00fclke enflasyonu Ekim 2021’den beri en d\u00fc\u015f\u00fck seviyesine gerilemi\u015f oldu.<\/p>\n \u0130ngiliz Ulusal \u0130statistik Ofisinin (ONS) a\u00e7\u0131klad\u0131\u011f\u0131 verilere g\u00f6re, ekimde y\u00fczde 4,6 olan y\u0131ll\u0131k enflasyon kas\u0131mda y\u00fczde 3,9 seviyesinde ger\u00e7ekle\u015firken, beklenti y\u00fczde 4 olaca\u011f\u0131 y\u00f6n\u00fcndeydi.<\/p>\n D\u00fcn, \u0130talya’da MIB 30 endeksi y\u00fczde 0,01 ve Almanya’da DAX 40 endeksi y\u00fczde 0,07 de\u011fer kaybederken, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 1,02 ve Fransa’da CAC 40 endeksi y\u00fczde 0,12 art\u0131\u015f kaydetti. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne de kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131.<\/p>\n Asya<\/strong><\/p>\n Asya pay piyasalar\u0131nda, \u00c7in hari\u00e7 negatif seyir \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n Analistler, ABD pay piyasalar\u0131ndaki d\u00fc\u015f\u00fck risk i\u015ftah\u0131n\u0131n Asya’ya da ta\u015f\u0131nd\u0131\u011f\u0131n\u0131 belirterek, s\u00f6z konu\u015f d\u00fc\u015f\u00fc\u015fe teknoloji hisselerinin \u00f6nc\u00fcl\u00fck etti\u011fini bildirdi.<\/p>\n \u00d6te yandan, Toyota’n\u0131n yan kurulu\u015fu olan Daihatsu Motor’un ofislerinin, \u00e7arp\u0131\u015fma g\u00fcvenli\u011fi testlerinin sonu\u00e7lar\u0131n\u0131 manip\u00fcle etti\u011fi nedeniyle bas\u0131lmas\u0131 ve ABD’deki 1 milyon arabas\u0131n\u0131 geri \u00e7a\u011f\u0131rmas\u0131na y\u00f6nelik haber ak\u0131\u015f\u0131n\u0131n ard\u0131ndan \u015firketin hisse fiyat\u0131 sert d\u00fc\u015ft\u00fc.<\/p>\n Kapan\u0131\u015fa yak\u0131n, Japonya’da Nikkei 225 endeksi y\u00fczde 1,7, Hong Kong’da Hang Seng endeksi y\u00fczde 0,1 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,8 azal\u0131\u015f kaydederken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,3 de\u011fer kazand\u0131.<\/p>\n Yurt i\u00e7i piyasalar<\/strong><\/p>\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 0,82 de\u011fer kayb\u0131yla 7.662,85 puandan tamamlarken, bug\u00fcn g\u00f6zler TCMB’nin faiz karar\u0131na \u00e7evrildi.<\/p>\n Analistler, politika faizine ili\u015fkin karar\u0131n yan\u0131nda politika metnindeki y\u00f6nlendirmelerin de \u00f6nemini vurgulayarak, buradan al\u0131nacak sinyallerin varl\u0131k fiyatlar\u0131nda oynakl\u0131\u011f\u0131 art\u0131rmas\u0131n\u0131n olas\u0131 odu\u011funu ifade etti.<\/p>\n Dolar\/TL, d\u00fcn y\u00fckseli\u015f e\u011filiminde bir seyir izleyerek g\u00fcn\u00fc \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,1 \u00fczerinde 29,1297’den kapatmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 29,1315 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n \u00d6te yandan, TCMB’nin Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131na ili\u015fkin AA Finans’\u0131n beklenti anketine kat\u0131lan ekonomistler, bankan\u0131n bir hafta vadeli repo ihale faiz oran\u0131n\u0131 (politika faizi) 250 baz puan art\u0131rarak y\u00fczde 42,50’ye \u00e7\u0131karaca\u011f\u0131n\u0131 tahmin ediyor.<\/p>\n Bug\u00fcn yurt i\u00e7inde TCMB’nin faiz karar\u0131n\u0131n yan\u0131 s\u0131ra haftal\u0131k para ve banka istatistikleri, yurt d\u0131\u015f\u0131nda ise ABD’de ekonomik b\u00fcy\u00fcme ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndeminin takip edilece\u011fini belirten analistler, teknik a\u00e7\u0131dan BIST 100 endeksinde 7.600 ve 7.500 puan\u0131n destek, 7.700 ve 7.770 seviyelerinin diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n","protected":false},"excerpt":{"rendered":" Fed’in ge\u00e7en haftaki toplant\u0131s\u0131nda uzun bir aran\u0131n ard\u0131ndan ilk kez “g\u00fcvercin” sinyaller vermesi piyasalarda risk i\u015ftah\u0131n\u0131 artt\u0131r\u0131rken, hafta boyunca Fed yetkililerinden gelen “\u015fahin” tonlu s\u00f6zle y\u00f6nlendirmeler risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcledi. D\u00fcn de Philadelphia Fed Ba\u015fkan\u0131 Patrick Harker, bankan\u0131n hemen olmasa da faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrmeye ba\u015flamas\u0131 gerekti\u011fini belirtti. Faiz indirimlerinin ba\u015flamas\u0131n\u0131n \u00f6nemli oldu\u011funu ifade eden Harker, ancak bunun \u00e7ok h\u0131zl\u0131 yap\u0131lmas\u0131na<\/p>\n","protected":false},"author":1,"featured_media":23105,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[86],"tags":[],"class_list":["post-23104","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-turkiye"],"yoast_head":"\n