Bordro i\u015flemcisi ADP, metodoloji de\u011fi\u015fikli\u011finin ard\u0131ndan \u00f6zel sekt\u00f6r i\u015fe al\u0131mlar\u0131na ili\u015fkin ilk raporunu sundu. Rusya Nord Stream\u2019deki gaz musluklar\u0131n\u0131 kapat\u0131rken Euro B\u00f6lgesi enflasyonu yeni bir rekor seviyeye ula\u015ft\u0131. Snap’in (NYSE:SNAP) b\u00fcy\u00fck i\u015ften \u00e7\u0131karmalar planlad\u0131\u011f\u0131 bildirilirken HP (NYSE:HPQ) ve Best Buy kazan\u00e7lar\u0131 t\u00fcketici elektroni\u011fi i\u00e7in kasvetli bir tablo \u00e7iziyor. \u00c7in’in imalat sekt\u00f6r\u00fc k\u00fc\u00e7\u00fclmeye devam ederken stoklar\u0131n artmas\u0131 ve \u0130ran’\u0131n ihracatta eski haline kavu\u015faca\u011f\u0131 bir anla\u015fmaya yak\u0131n oldu\u011funa dair haberlerin yay\u0131lmas\u0131yla petrol fiyatlar\u0131 d\u00fc\u015f\u00fc\u015fe ge\u00e7ti.<\/p>\n
\u0130\u015fte 31 A\u011fustos \u00c7ar\u015famba g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. ADP maa\u015f bordrolar\u0131 geri d\u00f6nd\u00fc<\/strong><\/p>\n Bordro i\u015flemcisinin, resmi i\u015f g\u00fcc\u00fc piyasas\u0131 raporu i\u00e7in bir \u00f6n rehber olarak kullan\u0131\u015fl\u0131l\u0131\u011f\u0131n\u0131 zay\u0131flatan metodolojisindeki baz\u0131 gariplikleri gidermek i\u00e7in \u00e7al\u0131\u015ft\u0131\u011f\u0131 birka\u00e7 ay\u0131n ard\u0131ndan ADP \u00f6zel istihdam anketi geri d\u00f6nd\u00fc.<\/p>\n Piyasa yeni metodolojiye g\u00f6re hesaplanan ilk rakamlar \u00fczerinden fazla i\u015flem yapmak istemeyebilir ancak Cuma g\u00fcn\u00fc tar\u0131m d\u0131\u015f\u0131 istihdamda nispeten ufak olan 300.000\u2019lik art\u0131\u015fa ili\u015fkin ortak tahminler, \u015fimdiden yukar\u0131 y\u00f6nl\u00fc bir s\u00fcrpriz riski ta\u015f\u0131yor. Sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klanan ayl\u0131k \u0130\u015f Olanaklar\u0131 anketi h\u00e2l\u00e2 \u00e7ok fazla bo\u015f pozisyon oldu\u011funu g\u00f6sterirken i\u015fsizlik ba\u015fvurular\u0131 rakamlar\u0131 da (Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak) bir iki ay \u00f6nce bir\u00e7ok ki\u015finin bekledi\u011finden daha d\u00fc\u015f\u00fck kald\u0131.<\/p>\n Fed ba\u015fkanlar\u0131 Loretta Mester, Lorie Logan ve Raphael Bostic’in konu\u015fmalar\u0131 da ekonomik takvimde yer al\u0131yor.<\/p>\n 2. Rusya musluklar\u0131 kapat\u0131rken Euro B\u00f6lgesi\u2019nde enflasyon yeni rekor k\u0131rd\u0131<\/strong><\/p>\n Euro B\u00f6lgesi’nde enflasyon, A\u011fustos ay\u0131nda %9,1 ile yeni bir rekora ula\u015farak bu y\u0131lki i\u00e7 karart\u0131c\u0131 seyrini tekrarlad\u0131.<\/p>\n Rakamlar, gelecek haftaki toplant\u0131da Avrupa Merkez Bankas\u0131 (ECB) \u00fczerindeki b\u00fcy\u00fck bir faiz art\u0131\u015f\u0131 bask\u0131s\u0131n\u0131 artt\u0131r\u0131yor. Almanya Merkez Bankas\u0131 Ba\u015fkan\u0131 Joachim Nagel, yapt\u0131\u011f\u0131 bir konu\u015fmada enflasyon beklentilerinin kontrolden \u00e7\u0131k\u0131\u015f\u0131n\u0131 durdurmak i\u00e7in ECB’den “kararl\u0131” bir tepki istedi. Ancak bankan\u0131n g\u00fcvercin ba\u015f ekonomisti Philip Lane, Sal\u0131 g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada daha kademeli bir dizi k\u00fc\u00e7\u00fck ad\u0131mdan yana oldu\u011funu s\u00f6yledi.<\/p>\n Rusya’n\u0131n, Nord Stream boru hatt\u0131 \u00fczerinden gaz sevkiyat\u0131n\u0131 \u00fc\u00e7 g\u00fcnl\u00fck “bak\u0131m” gerek\u00e7esiyle durdurma niyetini teyit etmesinin bask\u0131s\u0131yla, euro %0,2 d\u00fc\u015ferek 0,9990’a indi ve 1 dolar \u00fczerinde tutunamad\u0131. Analistler, Rusya’n\u0131n Ukrayna’n\u0131n g\u00fcneyindeki sava\u015f alan\u0131nda kendi sorunlar\u0131yla bo\u011fu\u015furken k\u0131tadaki ekonomik s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 yo\u011funla\u015ft\u0131racak daha uzun s\u00fcreli, siyasi g\u00fcd\u00fcml\u00fc bir kesintiden korkuyor.<\/p>\n 3. Hisse senetleri kar\u0131\u015f\u0131k a\u00e7\u0131lacak; ilgi Snap\u2019in i\u015ften \u00e7\u0131karma karar\u0131nda<\/strong><\/p>\n ABD borsalar\u0131, y\u00fcksek faiz oranlar\u0131 korkusuyla \u00fc\u00e7 g\u00fcnl\u00fck kay\u0131p serisini k\u0131rmakta zorlanarak kar\u0131\u015f\u0131k a\u00e7\u0131lacak.<\/p>\n Dow Jones vadeli i\u015flemleri 44 puan d\u00fc\u015ferken S&P 500 vadeli i\u015flemleri %0,2 ve Nasdaq 100 vadeli i\u015flemleri %0,5 y\u00fckseldi.<\/p>\n \u0130lgi \u00e7ekmesi muhtemel hisseler aras\u0131nda b\u00fcy\u00fck i\u015ften \u00e7\u0131karmalar planlad\u0131\u011f\u0131 bildirilen Snap (NYSE:SNAP) ve PC sekt\u00f6r\u00fc i\u00e7in hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan bir g\u00f6r\u00fcn\u00fcm verdikten sonra piyasa \u00f6ncesinde %6’n\u0131n \u00fczerinde d\u00fc\u015f\u00fc\u015f g\u00f6steren HP (NYSE:HPQ yer al\u0131yor. T\u00fcketici elektroni\u011fine yap\u0131lan zay\u0131f harcamalar da Best Buy’\u0131n (NYSE:BBY) kazan\u00e7lar\u0131n\u0131 etkiledi ancak rakamlar\u0131 tahminlerle paraleldi. Crowdstrike (NASDAQ:CRWD) ve HPE (NYSE:HPE) ise i\u015f yaz\u0131l\u0131m\u0131 sekt\u00f6r\u00fcnden gelen nispeten g\u00fc\u00e7l\u00fc rapor trendini s\u00fcrd\u00fcrd\u00fc.<\/p>\n \u00d6te yandan JPMorgan (NYSE:JPM), bankalar\u0131n y\u0131llarca s\u00fcren vergi ka\u00e7ak\u00e7\u0131l\u0131\u011f\u0131na y\u00f6nelik kapsaml\u0131 bir soru\u015fturma nedeniyle Almanya ofislerine bask\u0131n d\u00fczenlendi\u011fi haberinin ard\u0131ndan ilgiyi \u00fczerine \u00e7ekebilir.<\/p>\n Zay\u0131f kazan\u00e7 takvimine Brown-Forman \u00f6nc\u00fcl\u00fck ediyor.<\/p>\n 4. \u00c7in\u2019de \u00fcretim daralmaya devam ediyor<\/strong><\/p>\n Resmi Sat\u0131n Alma Y\u00f6neticileri Endeksine g\u00f6re \u00c7in’in imalat sekt\u00f6r\u00fc A\u011fustos ay\u0131nda da ayl\u0131k olarak darald\u0131.<\/p>\n A\u011f\u0131rl\u0131kl\u0131 olarak b\u00fcy\u00fck kamu iktisadi te\u015febb\u00fcslerinin faaliyetlerini takip eden resmi PMI endeksi, beklenenden daha fazla artt\u0131 ancak 49,4 ile b\u00fcy\u00fcmeye i\u015faret eden 50 e\u015fi\u011finin alt\u0131nda kald\u0131. Bile\u015fik PMI 51,7 puanla \u0131l\u0131ml\u0131 bir b\u00fcy\u00fcme ile tutarl\u0131 olmakla birlikte hizmetler PMI’daki d\u00fc\u015f\u00fc\u015f nedeniyle tahminlerin alt\u0131nda kald\u0131.<\/p>\n COVID-19 karantinalar\u0131n\u0131n ve emlak sekt\u00f6r\u00fcndeki zay\u0131flaman\u0131n neden oldu\u011fu tedirginlikle Pazartesi g\u00fcn\u00fc iki y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine gerileyen offshore yuan %0,2 oran\u0131nda de\u011fer kazand\u0131.<\/p>\n 5. Stok art\u0131\u015f\u0131 ve \u0130ran\u2019la ilgili haberler nedeniyle petrol fiyatlar\u0131 d\u00fc\u015ft\u00fc<\/strong><\/p>\n Ham petrol fiyatlar\u0131, \u0130ran\u2019\u0131n n\u00fckleer faaliyetlerini s\u0131n\u0131rlayan BM destekli anla\u015fmay\u0131 yenilemek i\u00e7in Washington ve Tahran’\u0131n anla\u015fmaya vard\u0131\u011f\u0131 haberlerinin ard\u0131ndan sert bir d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131.<\/p>\n ABD ham petrol %3,3 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na 88,62 dolardan i\u015flem g\u00f6r\u00fcrken Brent %3,2 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na 94,75 dolara geriledi.<\/p>\n \u0130ran ve Bat\u0131 aras\u0131nda var\u0131lacak bir anla\u015fma, \u0130ran’a uygulanan yapt\u0131r\u0131mlar\u0131n kald\u0131r\u0131lmas\u0131na ve d\u00fcnya piyasas\u0131na g\u00fcnde en az 1 milyon varil ek petrol girmesine yol a\u00e7acak.<\/p>\n \u00c7in PMI verileri ve Amerikan Petrol Enstit\u00fcs\u00fc taraf\u0131ndan \u00f6l\u00e7\u00fclen ABD ham petrol stoklar\u0131ndaki s\u00fcrpriz art\u0131\u015f da a\u015fa\u011f\u0131 y\u00f6nl\u00fc ivmeyi destekledi. ABD h\u00fck\u00fcmetinin verileri ise her zamanki gibi TS\u0130 17.30\u2019da a\u00e7\u0131klanacak.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar \u2013 Geoffrey Smith\u00a0 Investing.com \u2013 Bordro i\u015flemcisi ADP, metodoloji de\u011fi\u015fikli\u011finin ard\u0131ndan \u00f6zel sekt\u00f6r i\u015fe al\u0131mlar\u0131na ili\u015fkin ilk raporunu …<\/p>\n","protected":false},"author":4,"featured_media":54935,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[1773,872],"class_list":["post-54934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-petrol","tag-sektor"],"yoast_head":"\n