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<\/div>\nK\u00fcresel piyasalar, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) gelecek d\u00f6nem para politikas\u0131na ili\u015fkin belirsizliklerin yeniden artmas\u0131yla kar\u0131\u015f\u0131k bir seyir izliyor.<\/p>\n
ABD\u2019de hem makroekonomik veri ak\u0131\u015f\u0131 hem de Fed yetkililerinin a\u00e7\u0131klamalar\u0131 varl\u0131k fiyatlar\u0131n\u0131n y\u00f6n bulmas\u0131n\u0131 zorla\u015ft\u0131r\u0131yor.<\/p>\n
D\u00fcn a\u00e7\u0131klanan New York Fed imalat endeksi nisanda 10,8 ile beklentilerin \u00fczerinde ger\u00e7ekle\u015firken, 2022 Temmuz\u2019dan bu yana en y\u00fcksek de\u011ferini ald\u0131.<\/p>\n
Richmond Fed ba\u015fkan\u0131 Thomas Barkin ise d\u00fcnk\u00fc a\u00e7\u0131klamalar\u0131nda, ABD\u2019de enflasyonun Fed\u2019in y\u00fczde 2\u2019lik hedefine geri d\u00f6nd\u00fc\u011f\u00fcne dair daha fazla kan\u0131t g\u00f6rmek istedi\u011fini belirtti. Barkin, \u00fclke ekonomisinin, faiz oranlar\u0131ndaki mevcut seviyede gayet iyi i\u015fledi\u011fini aktard\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmeler Fed\u2019in gelecek ay yap\u0131lacak toplant\u0131da politika faizini 25 baz puan y\u00fckseltece\u011fine dair beklentileri desteklemeye devam ederken, para piyasalar\u0131nda s\u00f6z konusu ihtimal y\u00fczde 87 ile fiyatlan\u0131yor.<\/p>\n
\u00d6te yandan, temmuz toplant\u0131s\u0131nda da 25 baz puan faiz art\u0131\u015f\u0131na gidilece\u011fine y\u00f6nelik \u00f6ng\u00f6r\u00fclerin d\u00fc\u015f\u00fck ihtimalle de olsa g\u00fcnden g\u00fcne g\u00fc\u00e7 kazanmas\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in soru i\u015faretlerini art\u0131r\u0131yor.<\/p>\n
S\u00f6z konusu geli\u015fmeler tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00f6ne \u00e7\u0131kmas\u0131na neden olurken, ABD\u2019nin 2 y\u0131ll\u0131k tahvil faizi d\u00fcn y\u00fczde 4,21\u2019le 22 Mart\u2019tan bu yana en y\u00fcksek seviyeyi test etti.<\/p>\n
Analistler, \u00fclkede ekonomik aktivitenin g\u00fc\u00e7l\u00fc oldu\u011funa ili\u015fkin i\u015faretlerin devam etmesinin Fed\u2019in yol haritas\u0131na ili\u015fkin beklentileri yeniden belirsizle\u015ftirdi\u011fini kaydederek, ABD\u2019de bug\u00fcn a\u00e7\u0131klanmaya ba\u015flayacak konut piyasas\u0131 verilerinin varl\u0131k fiyatlar\u0131 \u00fczerinde etkili olabilece\u011fini dile getirdi.<\/p>\n
\u015eahin ad\u0131mlar\u0131n genellikle ilk etkiledi\u011fi piyasalardan olan konut piyasas\u0131n\u0131n Fed\u2019in att\u0131\u011f\u0131 ad\u0131mlara kar\u015f\u0131n hala g\u00fc\u00e7l\u00fc kalmaya devam etti\u011fini hat\u0131rlatan analistler, bu durumun \u00fclke ekonomisine \u201cyumu\u015fak ini\u015f\u201d yapt\u0131rmak isteyen Fed\u2019in politika alan\u0131n\u0131 daraltt\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Analistler, bununla birlikte a\u00e7\u0131klanan bilan\u00e7olarda bankalar\u0131n karl\u0131l\u0131klar\u0131n\u0131n beklentileri kar\u015f\u0131lamas\u0131n\u0131n risk i\u015ftah\u0131n\u0131 canl\u0131 tuttu\u011funu belirterek, bug\u00fcn a\u00e7\u0131klanacak Johnson&Johnson, Goldman Sachs, Netflix ve Bank of America \u015firket finansal sonu\u00e7lar\u0131n\u0131n piyasalarda oynakl\u0131\u011f\u0131 art\u0131rmas\u0131n\u0131n beklendi\u011fini s\u00f6yledi.<\/p>\n
D\u00fcn y\u00fczde 0,5 y\u00fckselen dolar<\/a> endeksi, yeni g\u00fcnde 102,1 seviyesinde dengelenirken, \u015fu s\u0131ralarda 2.000 dolar<\/a>dan al\u0131c\u0131 bulan alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn artan sat\u0131\u015f bask\u0131s\u0131n\u0131n ard\u0131ndan 1.981 dolar<\/a>la 4 Nisan\u2019dan bu yana en d\u00fc\u015f\u00fck seviyeyi test etti.<\/p>\n Bu geli\u015fmelerle d\u00fcn New York borsas\u0131nda S&P 500 endeksi y\u00fczde 0,33, Dow Jones endeksi y\u00fczde 0,30 ve Nasdaq endeksi y\u00fczde 0,28 y\u00fckseldi. ABD\u2019de endeks vadeli kontratlar, yeni g\u00fcne ise s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n Avrupa borsalar\u0131 d\u00fcn \u00fcst \u00fcste 5 g\u00fcnl\u00fck y\u00fckseli\u015f e\u011filimini sonland\u0131r\u0131rken, Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) gelecek ay ataca\u011f\u0131 ad\u0131mlara y\u00f6nelik fiyatlamalardaki de\u011fi\u015fiklik dikkati \u00e7ekiyor.<\/p>\n Banka\u2019n\u0131n 4 May\u0131s\u2019ta 25 baz puan faiz art\u0131rmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, 50 baz puanl\u0131k faiz art\u0131\u015f beklentilerinin de y\u00fczde 35 seviyesine y\u00fckselmesi piyasalarda endi\u015feye neden oldu.<\/p>\n B\u00f6lgede tahvil piyasalar\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131n be\u015finci i\u015f g\u00fcn\u00fcne ta\u015f\u0131nd\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, ECB\u2019nin toplamda 75 baz puan daha faiz art\u0131raca\u011f\u0131na y\u00f6nelik fiyatlamalar\u0131n hen\u00fcz de\u011fi\u015fmemesi risk alg\u0131s\u0131n\u0131 s\u0131n\u0131rlad\u0131.<\/p>\n Bu geli\u015fmelerle d\u00fcn Almanya\u2019da DAX 40 endeksi y\u00fczde 0,11, Fransa\u2019da CAC 40 endeksi y\u00fczde 0,28 ve \u0130talya\u2019da MIB 30 endeksi 0,62 gerilerken, \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,10 y\u00fckseldi. Avrupa\u2019da endeks vadeli kontratlar yeni g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n Asya pay piyasalar\u0131nda bug\u00fcn \u00c7in\u2019de a\u00e7\u0131klanan verilerle dalgal\u0131 bir seyir \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n Buna g\u00f6re \u00c7in\u2019de Gayrisafi Yurt i\u00e7i Has\u0131la (GSYH) ilk \u00e7eyrekte y\u00fczde 4,5 b\u00fcy\u00fcyerek beklentileri geride b\u0131raksa da verinin alt kalemleri \u00fclke ekonomisine ili\u015fkin endi\u015feleri art\u0131rd\u0131.<\/p>\n Y\u0131l\u0131n ilk \u00fc\u00e7 ay\u0131nda sanayi \u00fcretimi y\u00fczde 3 artarak beklentilerin alt\u0131nda kal\u0131rken, perakende sat\u0131\u015flar y\u00fczde 10,6 art\u0131\u015fla \u00f6ng\u00f6r\u00fcleri olduk\u00e7a geride b\u0131rakt\u0131.<\/p>\n Analistler, \u00fclkede sanayi \u00fcretiminin beklenilen seviyeye \u00e7\u0131kmamas\u0131n\u0131n ve artan harcamalar\u0131n ithalat\u0131 destekleyebilece\u011fini kaydederek, bu durumun \u00c7in ekonomisi i\u00e7in tehlike arz etti\u011fini ifade etti.<\/p>\n Yeni tip koronavir\u00fcs (Kovid-19) salg\u0131n\u0131na y\u00f6nelik \u00f6nlemlerin kald\u0131r\u0131lmas\u0131na kar\u015f\u0131n salg\u0131n\u0131n etkilerinin sanayi \u00fcretimi \u00fczerinde g\u00f6r\u00fclmeye devam etti\u011fini aktaran analistler, \u00fclkedeki toparlanman\u0131n piyasalarda yak\u0131ndan takip edildi\u011fini dile getirdi.<\/p>\n Kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 0,4 ve \u00c7in\u2019de \u015eanghay bile\u015fik endeksi 0,1 y\u00fckselirken, G\u00fcney Kore\u2019de Kospi endeksi y\u00fczde 0,3 ve Hong Kong\u2019da Hang Seng endeksi y\u00fczde 0,6 geriledi.<\/p>\n Yurt i\u00e7inde d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul\u2019da BIST 100 endeksi, g\u00fcn\u00fc \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,66 alt\u0131nda 5.059,35 puandan tamamlad\u0131.<\/p>\n