Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n Jackson Hole konferans\u0131nda yapt\u0131\u011f\u0131 ve merakla beklenen konu\u015fmas\u0131n\u0131n ard\u0131ndan Cuma g\u00fcn\u00fc borsalar yat\u0131r\u0131mc\u0131lar\u0131n ilgi oda\u011f\u0131nda oldu.<\/p>\n
Powell, Fed’in on y\u0131llar\u0131n en y\u00fcksek seviyesi olan enflasyonu dizginlemek amac\u0131yla agresif bir \u015fekilde hareket etmeye devam etmesi nedeniyle ABD ekonomisinin bir s\u00fcre “ac\u0131” \u00e7ekece\u011fi uyar\u0131s\u0131nda bulundu. Powell, merkez bankas\u0131n\u0131n enflasyonu d\u00fc\u015f\u00fcrmek i\u00e7in “ara\u00e7lar\u0131n\u0131 g\u00fc\u00e7l\u00fc bir \u015fekilde kullanaca\u011f\u0131n\u0131” s\u00f6yledi.<\/p>\n
Powell, “Daha y\u00fcksek faiz oranlar\u0131, daha yava\u015f b\u00fcy\u00fcme ve daha zay\u0131f i\u015f g\u00fcc\u00fc piyasas\u0131 ko\u015fullar\u0131 enflasyonu d\u00fc\u015f\u00fcr\u00fcrken hanehalklar\u0131na ve i\u015fletmelere de bir miktar ac\u0131 ya\u015fatacakt\u0131r. Bunlar enflasyonu d\u00fc\u015f\u00fcrmenin talihsiz maliyetleridir. Ancak fiyat istikrar\u0131n\u0131n yeniden sa\u011flanamamas\u0131 \u00e7ok daha b\u00fcy\u00fck bir ac\u0131 anlam\u0131na gelecektir.” dedi.<\/p>\n
Powell a\u00e7\u0131k konu\u015ftu: \u015eu anda Fed i\u00e7in enflasyonla m\u00fccadele, b\u00fcy\u00fcmeyi desteklemek ve resesyon konusunda endi\u015felenmekten daha b\u00fcy\u00fck bir \u00f6ncelik.<\/p>\n
Wall Street\u2019ten birka\u00e7 stratejist, Powell’\u0131n Cuma g\u00fcn\u00fc yapt\u0131\u011f\u0131 konu\u015fmay\u0131 \u015f\u00f6yle de\u011ferlendirdi:<\/p>\n
Bank of America’dan Michael Gapen: “Jackson Hole’dan \u00e7\u0131kan ana mesaj\u0131n, ko\u015fullar\u0131n art\u0131k \u2018daha uzun s\u00fcre daha y\u00fcksek\u2019 politika faizleri gerektirdi\u011fi y\u00f6n\u00fcnde olmas\u0131n\u0131 bekliyorduk. Bu ba\u011flamda Jackson Hole’dan gelen mesaj beklentilerimizi kar\u015f\u0131lad\u0131… Eyl\u00fcl ay\u0131nda 50 baz puanl\u0131k bir faiz art\u0131\u015f\u0131 bekliyoruz ancak A\u011fustos istihdam\u0131n\u0131n g\u00fc\u00e7l\u00fc olmas\u0131, dengeyi 75 baz puanl\u0131k bir art\u0131\u015f lehine \u00e7evirebilir. Sert ini\u015fin yumu\u015fak ini\u015ften daha olas\u0131 oldu\u011funa inanmaya devam ediyoruz ve \u0131l\u0131ml\u0131 bir resesyon g\u00f6r\u00fcn\u00fcm\u00fcm\u00fcz\u00fc koruyoruz.”<\/p>\n
Credit Suisse’den Fahad Tariq: “Say\u0131n Powell’\u0131n konu\u015fmas\u0131ndan bizim i\u00e7in \u00e7\u0131kar\u0131lacak en \u00f6nemli sonu\u00e7, Fed’in bir pivotunun (yani \u015fahin duru\u015ftan g\u00fcvercin duru\u015fa ge\u00e7i\u015finin) yak\u0131n zamanda m\u00fcmk\u00fcn g\u00f6r\u00fcnmedi\u011fi… Daha y\u00fcksek nominal faizler ve \u0131l\u0131ml\u0131 enflasyon (Fed’in %2’lik hedefinin h\u00e2l\u00e2 \u00e7ok \u00fczerinde olsa bile) muhtemelen alt\u0131n\u0131n d\u00fc\u015fmesine yol a\u00e7acakt\u0131r.”<\/p>\n
Morgan Stanley (NYSE:MS)’den Ellen Zentner: “Ba\u015fkan kesinlikle \u00e7\u0131\u011f\u0131r a\u00e7mad\u0131 ancak konu\u015fma Fed’in enflasyon konusunda rotay\u0131 korumadaki kararl\u0131l\u0131\u011f\u0131n\u0131n alt\u0131n\u0131 \u00e7izdi. Eyl\u00fcl ay\u0131nda 50 baz puanl\u0131k faiz art\u0131r\u0131m\u0131na ili\u015fkin mevcut baz senaryomuzu koruyoruz ancak \u015fimdi 13 Eyl\u00fcl’de a\u00e7\u0131klanacak A\u011fustos T\u00dcFE verisine ba\u011fl\u0131 olarak \u00e7ok \u00f6nemli art\u0131\u015f y\u00f6nl\u00fc riskler g\u00f6r\u00fcyoruz.”<\/p>\n
HSBC’den Ryan Wang: “Tahminimiz FOMC’nin Eyl\u00fcl ay\u0131nda 50, Kas\u0131m ay\u0131nda 50, Aral\u0131k ay\u0131nda 25 ve \u015eubat 2023’te 25 baz puanl\u0131k faiz art\u0131r\u0131mlar\u0131na karar vererek federal fon hedef aral\u0131\u011f\u0131n\u0131 %3,75-4,00’e \u00e7\u0131karaca\u011f\u0131 y\u00f6n\u00fcnde. Bu y\u0131l\u0131n geri kalan\u0131nda i\u015f g\u00fcc\u00fc piyasas\u0131 ko\u015fullar\u0131nda zay\u0131flama i\u015faretleri g\u00f6rmeyi bekliyoruz. Bu durum, a\u00e7\u0131k i\u015f say\u0131s\u0131n\u0131n azalmas\u0131, i\u015fsizlik oran\u0131n\u0131n y\u00fckselmesi ve \u00fccret art\u0131\u015f h\u0131z\u0131n\u0131n yava\u015flamas\u0131n\u0131 i\u00e7erebilir ve FOMC’nin \u00f6n\u00fcm\u00fczdeki y\u0131l\u0131n ba\u015flar\u0131nda politika faizlerini art\u0131rmay\u0131 durdurmas\u0131na yol a\u00e7abilir.”<\/p>\n","protected":false},"excerpt":{"rendered":"
Yazar \u2013 Senad Karaahmetovic Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n Jackson Hole konferans\u0131nda yapt\u0131\u011f\u0131 ve merakla beklenen konu\u015fmas\u0131n\u0131n ard\u0131ndan Cuma g\u00fcn\u00fc …<\/p>\n","protected":false},"author":4,"featured_media":54717,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[413,1298],"class_list":["post-54716","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bitcoin","tag-fed","tag-powell"],"yoast_head":"\n