\u00c7in’in ticaret rakamlar\u0131n\u0131n Asya’n\u0131n ekonomik g\u00f6r\u00fcn\u00fcm\u00fcne \u015f\u00fcphe d\u00fc\u015f\u00fcrmesiyle yen, dolar kar\u015f\u0131s\u0131nda son 24 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi. Fed Bej Kitap anketini yay\u0131nlarken \u0130ngiltere Merkez Bankas\u0131 (BoE), \u0130ngiltere\u2019nin yeni Ba\u015fbakan\u0131 Liz Truss’la ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 i\u00e7in sava\u015fmaya haz\u0131rlan\u0131yor. Apple, 5G \u00f6zellikli yeni iPhone’unu tan\u0131tt\u0131 ve Vladimir Putin ABD’ye esip g\u00fcrledi.<\/p>\n
\u0130\u015fte 7 Eyl\u00fcl \u00c7ar\u015famba g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1.\u00a0 Yendeki inan\u0131lmaz d\u00fc\u015f\u00fc\u015f<\/strong><\/p>\n Japon yenindeki d\u00fc\u015f\u00fc\u015f, bunu durdurmak i\u00e7in hi\u00e7bir \u015fey yapmayan Tokyo’nun\u00a0“h\u0131zl\u0131, tek tarafl\u0131” para birimi hareketleri konusunda uyarmas\u0131n\u0131n ard\u0131ndan derinle\u015fti.<\/p>\n \u00c7in’in ayl\u0131k ticaret verilerinin hem ithalat hem de ihracat b\u00fcy\u00fcmesinde ciddi bir yava\u015flama g\u00f6stermesinin ard\u0131ndan dolar 24 y\u0131l\u0131n en y\u00fcksek seviyesi olan 144,38’e y\u00fckselerek \u00c7in’de \u00fcretilen mallara y\u00f6nelik k\u00fcresel talepteki yava\u015flaman\u0131n, \u00c7in’in Japonya’n\u0131n sermaye mallar\u0131na y\u00f6nelik talebini besledi\u011fini g\u00f6sterdi.<\/p>\n Dolar son 12 ayda yen kar\u015f\u0131s\u0131nda %31’den fazla de\u011fer kazand\u0131 ve bu haftaki d\u00fc\u015f\u00fc\u015f\u00fcn h\u0131z\u0131, Japonya Merkez Bankas\u0131n\u0131n (BoJ), muhtemelen di\u011fer merkez bankalar\u0131yla birlikte m\u00fcdahale edece\u011fi s\u00f6ylentilerine yol a\u00e7t\u0131. Ancak Reuters, Japon para biriminin eski uzman\u0131 Hiroshi Watanabe’nin Japonya’n\u0131n m\u00fcdahale etmemesi veya para politikas\u0131n\u0131 de\u011fi\u015ftirmemesi gerekti\u011fini \u00e7\u00fcnk\u00fc bunlar\u0131n dolar\u0131n ilerlemesini durdurmada etkisiz olaca\u011f\u0131n\u0131 s\u00f6yledi\u011fini aktard\u0131.<\/p>\n 2. Merkez bankalar\u0131 yine alarmda<\/strong><\/p>\n D\u00fcnya merkez bankalar\u0131 i\u00e7in yine b\u00fcy\u00fck bir g\u00fcn \u2013 hem Kanada Merkez Bankas\u0131n\u0131n (BoC) hem de Polonya Merkez Bankas\u0131n\u0131n (NBP) faizleri tekrar art\u0131rmas\u0131 bekleniyor. Polonya’n\u0131n faiz art\u0131r\u0131m d\u00f6ng\u00fcs\u00fc sona yakla\u015f\u0131yor gibi g\u00f6r\u00fcn\u00fcrken NBP’nin son aylarda yapt\u0131\u011f\u0131 bir dizi b\u00fcy\u00fck faiz art\u0131r\u0131m\u0131n\u0131n ard\u0131ndan bu kez sadece 25 baz puanl\u0131k bir art\u0131r\u0131m yapaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcyor.<\/p>\n Ancak analistler, BoC\u2019un Fed\u2019in son ad\u0131m\u0131n\u0131n bir yank\u0131s\u0131 ve \u2013 muhtemelen \u2013 Avrupa Merkez Bankas\u0131n\u0131n (ECB) yar\u0131nki aksiyonunun bir habercisi olacak \u015fekilde 75 baz puanl\u0131k b\u00fcy\u00fck bir art\u0131\u015f bekliyor.<\/p>\n Fed, Bej Kitap anketini yay\u0131nlarken MBA, haftal\u0131k mortgage ba\u015fvuru ve faiz rakamlar\u0131n\u0131 a\u00e7\u0131klayacak. G\u00fcn i\u00e7inde Fed’den Loretta Mester ve Tom Barkin (bu y\u0131l FOMC’de sadece Mester’in oy hakk\u0131 var) ve daha sonra ba\u015fkan yard\u0131mc\u0131s\u0131 Lael Brainard konu\u015fma yapacak.<\/p>\n Bu arada \u0130ngiltere’de, BoE Ba\u015fkan\u0131 Andrew Bailey, bir\u00e7ok konuyla beraber bankan\u0131n Gilts’i piyasaya geri satmaya ba\u015flama planlar\u0131n\u0131 g\u00f6r\u00fc\u015fmek \u00fczere yeni Hazine Bakan\u0131 Kwasi Kwarteng ile bir araya gelecek \u2013 tam da Ba\u015fbakan Liz Truss’un yeni h\u00fck\u00fcmetinin enerji paketini finanse etmek i\u00e7in devlet bor\u00e7lanmas\u0131nda b\u00fcy\u00fck bir art\u0131\u015fa gitmeye haz\u0131r g\u00f6r\u00fcnd\u00fc\u011f\u00fc s\u0131rada.<\/p>\n 3. Borsalar y\u00fckseli\u015fle a\u00e7\u0131lacak<\/strong><\/p>\n ABD borsalar\u0131, k\u00fcresel ekonomik yava\u015flama ve bunun kazan\u00e7lar \u00fczerindeki etkisine ili\u015fkin endi\u015felerle Sal\u0131 g\u00fcn\u00fc iki ay\u0131n en d\u00fc\u015f\u00fck seviyelerine geriledikten sonra ufak bir s\u0131\u00e7ramayla a\u00e7\u0131lmaya haz\u0131rlan\u0131yor.<\/p>\n Dow Jones vadeli i\u015flemleri 50 puan y\u00fckselirken S&P 500 vadeli i\u015flemleri ve Nasdaq 100 vadeli i\u015flemleri benzer miktarlarda y\u00fckseldi.<\/p>\n Apple (NASDAQ:AAPL), tasar\u0131m\u0131nda ve \u00f6zelliklerinde sadece ufak de\u011fi\u015fiklikler beklenmesine ra\u011fmen yeni iPhone 14’\u00fc tan\u0131tarak seansa hakim olacak gibi g\u00f6r\u00fcn\u00fcyor. \u00d6te yandan \u0130spanya\u2019n\u0131n petrol ve gaz \u015firketi Repsol (BME:REP), \u00fcretime d\u00f6n\u00fck i\u015finin %25’ini enerji ve altyap\u0131 uzman\u0131 EIG’ye sataca\u011f\u0131n\u0131 ve bu i\u015fi d\u00f6rt y\u0131l i\u00e7inde New York borsas\u0131nda listeleyece\u011fini s\u00f6yledi.<\/p>\n 4. Avrupa, elektrik fiyatlar\u0131n\u0131 s\u0131n\u0131rland\u0131rmay\u0131 hedefliyor<\/strong><\/p>\n Avrupa Komisyonu, k\u0131\u015f aylar\u0131nda Avrupa end\u00fcstrisinin \u00e7\u00f6k\u00fc\u015f\u00fcn\u00fc engellemek amac\u0131yla \u00e7o\u011fu \u00fcretim t\u00fcr\u00fc i\u00e7in toptan elektrik fiyat\u0131n\u0131n s\u0131n\u0131rland\u0131r\u0131lmas\u0131n\u0131 teklif etmeye haz\u0131rlan\u0131yor.<\/p>\n Financial Times’\u0131n haberine g\u00f6re Komisyon, AB enerji bakanlar\u0131 Cuma g\u00fcn\u00fc bir araya geldi\u011finde gaz d\u0131\u015f\u0131ndaki kaynaklardan \u00fcretilen elektri\u011fin fiyat\u0131n\u0131n, megavat\/saat ba\u015f\u0131na 200 euro ile s\u0131n\u0131rland\u0131r\u0131lmas\u0131n\u0131 \u00f6nerecek.\u00a0Almanya’da b\u00f6lgesel kriter olan elektri\u011fin mevcut spot fiyat\u0131 450 euro \u00fczerindeyken Fransa’da fiyatlar ge\u00e7en hafta 1.000 euro\u2019yu buldu.<\/p>\n Toptan fiyatlar\u0131 belirleyen marjinal enerji \u00fcretimi i\u00e7in g\u00fc\u00e7 kayna\u011f\u0131 genellikle gazd\u0131r ve gaz fiyatlar\u0131 son 10 y\u0131ldaki seviyesinin yakla\u015f\u0131k 10 kat\u0131na \u00e7\u0131kt\u0131\u011f\u0131ndan toptan elektrik fiyatlar\u0131 h\u0131zla y\u00fckseldi.<\/p>\n 5. Putin’in a\u00e7\u0131klamalar\u0131yla petrol fiyatlar\u0131 y\u00fckseldi<\/strong><\/p>\n Ham petrol fiyatlar\u0131, \u00c7in’in son ticaret verilerinin k\u00fcresel talep tablosu hakk\u0131nda hi\u00e7bir g\u00fcvence vermemesi nedeniyle yedi ay\u0131n en d\u00fc\u015f\u00fck seviyelerine yak\u0131n i\u015flem g\u00f6rmeye devam etti.<\/p>\n Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin’in her t\u00fcrl\u00fc Rus enerjisini “dost olmayan” \u00fclkelerden esirgeyece\u011fi y\u00f6n\u00fcndeki sert uyar\u0131lar\u0131, fiyatlar\u0131 yaln\u0131zca y\u00fczde yar\u0131m oran\u0131nda art\u0131rabildi ve ABD ham petrol\u00fc 87,42 dolar ve Brent 93,44 dolar seviyesinde kald\u0131.<\/p>\n Rusya’n\u0131n Uzak Do\u011fusunda d\u00fczenlenen bir konferansta konu\u015fan Putin, “\u00c7\u0131karlar\u0131m\u0131za, yani bu durumda ekonomik \u00e7\u0131karlar\u0131m\u0131za ayk\u0131r\u0131 olan hi\u00e7bir \u015feyi tedarik etmeyece\u011fiz.” dedi. “Gaz yok, petrol yok, k\u00f6m\u00fcr yok, akaryak\u0131t yok, hi\u00e7bir \u015fey yok.”<\/p>\n Amerikan Petrol Enstit\u00fcs\u00fc ABD’deki arz-talep dengesine ili\u015fkin raporunu, genelde ABD’de zirvede seyreden yaz talebinin sona erdi\u011fine i\u015faret eden \u0130\u015f\u00e7i Bayram\u0131 tatili nedeniyle normalden bir g\u00fcn sonra, bug\u00fcn T\u0130S 23.30\u2019da payla\u015facak.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar \u2013 Geoffrey Smith Investing.com \u2013 \u00c7in’in ticaret rakamlar\u0131n\u0131n Asya’n\u0131n ekonomik g\u00f6r\u00fcn\u00fcm\u00fcne \u015f\u00fcphe d\u00fc\u015f\u00fcrmesiyle yen, dolar kar\u015f\u0131s\u0131nda son 24 …<\/p>\n","protected":false},"author":4,"featured_media":56364,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[1773],"class_list":["post-56363","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-petrol"],"yoast_head":"\n