ABD Merkez Bankas\u0131 (Fed), politika faizini 75 baz puan art\u0131\u015fla y\u00fczde 1,50-1,75 seviyesine \u00e7\u0131kard\u0131.<\/p>\n
B\u00f6ylelikle Fed 1994 y\u0131l\u0131ndan bu yana en sert faiz art\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirmi\u015f oldu.<\/p>\n
Karar metninde Fed, y\u00fczde 2’lik enflasyon hedefine d\u00f6nme konusunda g\u00fc\u00e7l\u00fc bir taahh\u00fcde sahip oldu\u011funa vurgu yapt\u0131.<\/p>\n
Karar 10’a kar\u015f\u0131 1 oyla al\u0131nd\u0131. Fed’in \u015fahin isimlerinden biri olan Kansas City Ba\u015fkan\u0131 Esther George 50 baz puanl\u0131k faiz art\u0131\u015f\u0131ndan yana oy kulland\u0131.<\/p>\n
Metinde, toplam ekonomik aktivitenin ilk \u00e7eyrekteki daralman\u0131n ard\u0131ndan toparlanm\u0131\u015f g\u00f6r\u00fcnd\u00fc\u011f\u00fcne dikkat \u00e7ekildi.<\/p>\n
Fed ekonomik g\u00f6stergelere ili\u015fkin beklentilerini de g\u00fcncelledi. Buna g\u00f6re Mart ay\u0131nda y\u00fczde 2,8 olan b\u00fcy\u00fcme beklentisi bu toplant\u0131da y\u00fczde 1,7’ye \u00e7ekildi. 2023 b\u00fcy\u00fcme beklentisi y\u00fczde 2,2’den y\u00fczde 1,7’ye; 2024 beklentisi ise y\u00fczde 2’den y\u00fczde 1,9’a indirildi.<\/p>\n
Fed bu y\u0131l i\u00e7in i\u015fsizlik beklentisini y\u00fczde 3,5’ten y\u00fczde 3,7’ye \u00e7\u0131kard\u0131. 2023 i\u015fsizlik beklentisi y\u00fczde 3,5’ten y\u00fczde 3,9’a y\u00fckseltilirken, 2024 beklentisi yar\u0131m puanl\u0131k art\u0131\u015fla y\u00fczde 4,1 olarak kaydedildi.<\/p>\n
Fed’in dikkate ald\u0131\u011f\u0131 enflasyon g\u00f6stergesi PCE enflasyon verisinde bu y\u0131la ili\u015fkin beklentilerde de yukar\u0131 y\u00f6nl\u00fc revize ger\u00e7ekle\u015fti. \u0130lgili veriye ili\u015fkin beklenti bu y\u0131l i\u00e7in y\u00fczde 4,3’ten y\u00fczde 5,2’ye \u00e7\u0131kar\u0131ld\u0131. 2023 beklentisi y\u00fczde 2,7’den y\u00fczde 2,6’ya; 2024 beklentisi ise y\u00fczde 2,2’den y\u00fczde 2,1’e indirildi. <\/p>\n
Beklenti 50 baz puan, fiyatlama 75 baz puand\u0131<\/strong><\/b><\/p>\n Bloomberg anketine kat\u0131lan ekonomistlerin medyan beklentisi faiz aral\u0131\u011f\u0131n\u0131n 50 baz puan art\u0131\u015fla y\u00fczde 1,25-1,50 band\u0131na \u00e7\u0131kar\u0131lmas\u0131 y\u00f6n\u00fcndeydi.<\/p>\n Ankete kat\u0131lan 98 ekonomistin 33\u2019\u00fc 75, 65\u2019i 50 baz puan faiz art\u0131\u015f\u0131 bekliyordu.<\/p>\n 75 baz puan art\u0131\u015f bekleyen kurumlar aras\u0131nda Goldman Sachs, Barclays, JPMorgan, HSBC, Deutsche Bank da yer al\u0131yordu.<\/p>\n Fed Ba\u015fkan\u0131 Jerome Powell May\u0131s ay\u0131ndaki Federal A\u00e7\u0131k Piyasa Toplant\u0131s\u0131\u2019nda bu toplant\u0131 ve Temmuz ay\u0131 i\u00e7in 50 baz puanl\u0131k faiz art\u0131\u015f\u0131 sinyali vermi\u015fti ancak May\u0131s enflasyonu verisinin ard\u0131ndan \u00e7ok say\u0131da kurum tahminini yukar\u0131 \u00e7ekerken, vadeli i\u015flemlerde de 75 baz puanl\u0131k art\u0131\u015f fiyatlanm\u0131\u015ft\u0131.<\/p>\n Enflasyon 40 y\u0131l\u0131n zirvesine \u00e7\u0131km\u0131\u015ft\u0131<\/strong><\/b><\/p>\n ABD’de Fed’in Haziran toplant\u0131s\u0131na gelene kadar uygulad\u0131\u011f\u0131 s\u0131k\u0131la\u015fma d\u00f6ng\u00fcs\u00fcne ra\u011fmen enflasyon 40 y\u0131l\u0131n zirve seviyelerinde seyrediyordu.<\/p>\n Son a\u00e7\u0131klanan verilere g\u00f6re \u00fclkede May\u0131s ay\u0131nda y\u0131ll\u0131k enflasyon Nisan’daki y\u00fczde 8,3 seviyesinden y\u00fczde 8,6\u2019ya y\u00fckseldi.<\/p>\n Bloomberg anketine kat\u0131lan ekonomistlerin medyan tahmini enflasyonun y\u00fczde 8.3 olmas\u0131 y\u00f6n\u00fcndeydi. En b\u00fcy\u00fck art\u0131\u015f g\u0131da, akaryak\u0131t ve bar\u0131nma maliyetlerinde ger\u00e7ekle\u015fti.<\/p>\n T\u00dcFE ayl\u0131k bazda y\u00fczde 1 artarak y\u00fczde 0,7\u2019lik tahminleri a\u015ft\u0131. \u00c7ekirdek enflasyon ayl\u0131k y\u00fczde 0,6 ile y\u00fczde 0,5\u2019lik beklentiyi a\u015farken y\u0131ll\u0131k bazda art\u0131\u015f y\u00fczde 6,2\u2019den 6\u2019ya geriledi. Beklenti y\u00fczde 5,9\u2019du.<\/p>\n Enerji fiyatlar\u0131 ayl\u0131k bazda y\u00fczde 3,9 artt\u0131, y\u0131ll\u0131k art\u0131\u015f da y\u00fczde 34,6\u2019ya ula\u015ft\u0131.<\/p>\n Enflasyon beklentileri de rekorda<\/strong><\/b><\/p>\n Enflasyonla birlikte enflasyon beklentileri de rekor seviyelere y\u00fckselmi\u015fti.<\/p>\n ABD Merkez Bankas\u0131 (Fed) New York \u015eubesi, Amerikal\u0131 t\u00fcketicilerin k\u0131sa vadeli enflasyon beklentisinin y\u00fczde 6,6 ile yeniden zirveye ula\u015ft\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n New York Fed, may\u0131s ay\u0131na ait T\u00fcketici Beklentileri Anketi’nin sonu\u00e7lar\u0131n\u0131 yay\u0131mlad\u0131.<\/p>\n Yakla\u015f\u0131k 1.300 hane halk\u0131n\u0131n kat\u0131l\u0131m\u0131yla ger\u00e7ekle\u015ftirilen anketin sonu\u00e7lar\u0131na g\u00f6re, gelecek 12 ay\u0131 kapsayan k\u0131sa vadeli medyan enflasyon beklentisi 0,3 puan art\u0131\u015fla y\u00fczde 6,6’ya \u00e7\u0131kt\u0131.<\/p>\n B\u00f6ylece, bir \u00f6nceki ayki rekor seviyeden gerileyen k\u0131sa vadeli enflasyon beklentisi, yeniden anketin yap\u0131lmaya ba\u015fland\u0131\u011f\u0131 2013’ten bu yana en y\u00fcksek seviyeye ula\u015ft\u0131.<\/p>\n Piyasan\u0131n \u00fcnl\u00fc isimlerinden \u00e7ok sert art\u0131\u015f \u00e7a\u011fr\u0131s\u0131 gelmi\u015fti<\/strong><\/b><\/p>\n Enflasyonun 40 y\u0131l\u0131n zirvesine \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan piyasan\u0131n \u00f6nde gelen isimlerinden Fed’e agresif faiz art\u0131\u015f\u0131 \u00e7a\u011fr\u0131lar\u0131 gelmi\u015fti.<\/p>\n Pershing Square Kurucusu Bill Ackman Fed\u2019in bug\u00fcn ve temmuz ay\u0131nda 75 baz puan faiz art\u0131rmas\u0131n\u0131n piyasalardaki g\u00fcven ortam\u0131n\u0131 iyile\u015ftirece\u011fini, hatta 100 baz puanl\u0131k bir ad\u0131m\u0131n daha iyi olaca\u011f\u0131n\u0131 belirtmi\u015fti.<\/p>\n DoubleLine Capital CEO\u2019su Jeffrey Gundlach bir ad\u0131m daha \u00f6teye giderek Fed\u2019e faizi tek seferde y\u00fczde 3\u2019e \u00e7\u0131karma \u00e7a\u011fr\u0131s\u0131 yapm\u0131\u015ft\u0131.<\/p>\n -Karar anl\u0131k olarak g\u00fcncellenecektir. Karar metni ve karara ili\u015fkin yorumlar i\u00e7in Bloomberg HT yay\u0131n\u0131n\u0131 Youtube sayfas\u0131ndaki canl\u0131 yay\u0131n sekmesinden izleyebilirsiniz. <\/p>\n ABD Merkez Bankas\u0131 (Fed), politika faizini 75 baz puan art\u0131\u015fla y\u00fczde 1,50-1,75 seviyesine \u00e7\u0131kard\u0131. B\u00f6ylelikle Fed 1994 y\u0131l\u0131ndan bu yana en sert …<\/p>\n","protected":false},"author":6,"featured_media":31541,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[413],"class_list":["post-31540","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-altcoin","tag-fed"],"yoast_head":"\n