ABD, Eyl\u00fcl ay\u0131 resmi istihdam raporunu a\u00e7\u0131klamadan \u00f6nce ABD hisse senedi piyasalar\u0131, Fed\u2019in politik s\u0131k\u0131la\u015ft\u0131rma d\u00f6ng\u00fcs\u00fcn\u00fc er ya da ge\u00e7 sona erdirecek t\u00fcrden bir yava\u015flamaya g\u00f6re konumland\u0131. Fed yetkilileri ise aksi y\u00f6nde \u0131srar etmeye devam ediyor. \u00d6te yandan ABD Ba\u015fkan\u0131, Vladimir Putin’in n\u00fckleer tehditleri konusunda uyard\u0131 ve ABD’nin, petrol fiyatlar\u0131n\u0131 y\u00fckseltti\u011fi i\u00e7in OPEC’i cezaland\u0131rman\u0131n yollar\u0131n\u0131 arad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Twitter ve Elon Musk’\u0131n duru\u015fma tarihi ertelendi. AMD ve Samsung g\u00fcncellemeleri ise \u00e7ip \u00fcreticileri ve daha genel teknoloji sekt\u00f6r\u00fc \u00fczerinde bask\u0131 olu\u015fturuyor.<\/p>\n
7 Ekim Cuma g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. \u0130stihdam raporu Fed’in cesaretini test edecek<\/strong><\/p>\n ABD\u2019nin Eyl\u00fcl ay\u0131na ili\u015fkin i\u015f g\u00fcc\u00fc piyasas\u0131 raporu a\u00e7\u0131klan\u0131rken analistler istihdam art\u0131\u015f\u0131nda ufak bir yava\u015flama \u00f6ng\u00f6r\u00fcyor. \u00dcst d\u00fczey yetkililerin bu haftaki yorumlar\u0131na bak\u0131l\u0131rsa bu yava\u015flaman\u0131n Fed\u2019i, mevcut politika rotas\u0131ndan sapt\u0131rmas\u0131 pek olas\u0131 g\u00f6r\u00fcnm\u00fcyor.<\/p>\n Konsens\u00fcs tahminleri tar\u0131m d\u0131\u015f\u0131 istihdamda 250,000 art\u0131\u015f ve ortalama saatlik kazan\u00e7larda %0,3 nominal art\u0131\u015f y\u00f6n\u00fcnde. A\u011fustos ay\u0131nda ki\u015fisel t\u00fcketici harcamalar\u0131 (PCE) fiyat endeksinin %0,6 artt\u0131\u011f\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda bu durum, y\u00fcksek enflasyon nedeniyle reel gelirlerde daha fazla d\u00fc\u015f\u00fc\u015f anlam\u0131na gelecektir.<\/p>\n Per\u015fembe g\u00fcn\u00fc Fed Y\u00f6neticisi Chris Waller ve Chicago Fed Ba\u015fkan\u0131 Charles Evans, faizlerin gelecek y\u0131l artmaya devam etmesini beklediklerini s\u00f6ylerken Cleveland’dan Loretta Mester’in de 2023’te herhangi bir faiz indirimi beklemedikleri konusunda uyarmas\u0131n\u0131n ard\u0131ndan dolar istikrar kazand\u0131. Evans, en y\u00fcksek Fed Fon oran\u0131n\u0131n %4,75 olmas\u0131n\u0131 bekledi\u011fini belirtti.<\/p>\n 2. Biden, Putin’in n\u00fckleer tehditleri kar\u015f\u0131s\u0131nda \u201cArmagedon\u201d uyar\u0131s\u0131nda bulundu<\/strong><\/p>\n ABD Ba\u015fkan\u0131 Joe Biden, 1962 K\u00fcba F\u00fcze Krizinden bu yana d\u00fcnyan\u0131n, \u201cArmagedon\u2019a\u201d (mah\u015fer<\/em>) en \u00e7ok yakla\u015ft\u0131\u011f\u0131 zaman oldu\u011funu s\u00f6yleyerek Rusya’n\u0131n n\u00fckleer duru\u015fu konusunda alarm verdi.<\/p>\n “Taktiksel n\u00fckleer silahlar\u0131n ya da biyolojik veya kimyasal silahlar\u0131n potansiyel kullan\u0131m\u0131ndan bahsederken \u015faka yapm\u0131yor \u00e7\u00fcnk\u00fc ordusunun epey d\u00fc\u015f\u00fck bir performans g\u00f6sterdi\u011fini s\u00f6yleyebilirsiniz.” diyen Biden, kendi y\u00f6netiminin, bug\u00fcn 70 ya\u015f\u0131na giren Rus lider i\u00e7in bir \u201c\u00e7\u0131k\u0131\u015f yolu\u201d arad\u0131\u011f\u0131n\u0131 da s\u00f6zlerine ekledi.<\/p>\n Finlandiya Ba\u015fbakan\u0131 Sanna Marin ise Avrupal\u0131 liderlerin kat\u0131ld\u0131\u011f\u0131 bir toplant\u0131da “\u00e7at\u0131\u015fmadan \u00e7\u0131kman\u0131n yolunun Rusya’n\u0131n Ukrayna’y\u0131 terk etmesi oldu\u011funu” s\u00f6yledi.<\/p>\n H\u00fck\u00fcmet yetkilileri, Rusya’ya Ukrayna’da n\u00fckleer silah kullanmas\u0131 halinde “feci” sonu\u00e7larla kar\u015f\u0131la\u015faca\u011f\u0131n\u0131 ilettiklerini ancak ayn\u0131 \u015fekilde misilleme teyidinden ka\u00e7\u0131nd\u0131klar\u0131n\u0131 s\u00f6yledi.<\/p>\n 3. Hisse senetleri istihdam raporu \u00f6ncesinde kar\u0131\u015f\u0131k a\u00e7\u0131lacak; Musk’\u0131n Twitter davas\u0131 ertelendi<\/strong><\/p>\n ABD borsalar\u0131 i\u015f g\u00fcc\u00fc piyasas\u0131yla ilgili veriler \u00f6ncesinde dura\u011fan bir seyir izliyor ancak teknoloji sekt\u00f6r\u00fc, \u00e7ip \u00fcreticilerinden gelen baz\u0131 zay\u0131f g\u00fcncellemelerin ard\u0131ndan d\u00fc\u015f\u00fck performans g\u00f6steriyor (4. maddeye bak\u0131n\u0131z).<\/p>\n Dow Jones 20 puan y\u00fckselirken S&P 500 %0,2 ve Nasdaq 100 %0,5 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. Buna ra\u011fmen yat\u0131r\u0131mc\u0131lar, Fed’in ekonomik yava\u015flaman\u0131n faizleri d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcnden daha erken art\u0131rma fikrini yeniden d\u00fc\u015f\u00fcnmeye zorlayaca\u011f\u0131 y\u00f6n\u00fcndeki konu\u015fmalar\u0131n\u0131 dikkate almad\u0131klar\u0131 i\u00e7in \u00fc\u00e7 endeks de bu haftay\u0131, %4’\u00fcn \u00fczerinde kazan\u00e7la kapatma yolunda ilerliyor.<\/p>\n Delaware mahkemesi yarg\u0131c\u0131n\u0131n, Elon Musk’\u0131n duru\u015fmay\u0131 erteleme \u00f6nerisini kabul etmesinin ard\u0131ndan ilgi \u00e7ekebilecek hisse senetleri aras\u0131nda elbette Twitter (NYSE:TWTR) ve Tesla (NASDAQ:TSLA) yer al\u0131yor. Bu erteleme, Musk’a anla\u015fmay\u0131 sonu\u00e7land\u0131rmas\u0131 i\u00e7in 28 Ekim’e kadar s\u00fcre tan\u0131yor.<\/p>\n Ayr\u0131ca son g\u00fcnlerde milyarlarca dolarl\u0131k borcunu silece\u011fini s\u00f6yleyen Credit Suisse de ilgi oda\u011f\u0131nda.<\/p>\n 4. \u00c7ip \u00fcreticileri, Samsung ve AMD uyar\u0131lar\u0131n\u0131n ard\u0131ndan d\u00fc\u015ft\u00fc<\/strong><\/p>\n Yar\u0131 iletken sekt\u00f6r\u00fcn\u00fcn iki devi, \u00fcr\u00fcnlerine y\u00f6nelik talepteki sert d\u00fc\u015f\u00fc\u015f\u00fc gerek\u00e7e g\u00f6stererek hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan g\u00fcncellemeler yay\u0131mlad\u0131.<\/p>\n Advanced Micro Devices (NASDAQ:AMD), hen\u00fcz sona eren \u00e7eyrek i\u00e7in gelirin muhtemelen A\u011fustos ay\u0131nda tahmin etti\u011finin yakla\u015f\u0131k 1,1 milyar dolar alt\u0131nda oldu\u011funu ve \u00f6nceki \u00fc\u00e7 aya g\u00f6re %15 d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. Ayr\u0131ca envanter de\u011ferini d\u00fc\u015f\u00fcrmek i\u00e7in 160 milyon dolarl\u0131k bir masraf kaydedece\u011fini s\u00f6yledi.<\/p>\n G\u00fcney Koreli Samsung (KS:005930) ise Eyl\u00fcl ay\u0131na kadar olan \u00fc\u00e7 ayl\u0131k d\u00f6nemde faaliyet k\u00e2r\u0131n\u0131n, bir \u00f6nceki y\u0131la g\u00f6re neredeyse \u00fc\u00e7te bir oran\u0131nda d\u00fc\u015fm\u00fc\u015f olabilece\u011fini s\u00f6yledi.<\/p>\n 5. Piyasa OPEC+\u2019n\u0131n kesinti karar\u0131n\u0131 sindirirken petrol \u00fc\u00e7 haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131<\/strong><\/p>\n Piyasa OPEC+’n\u0131n \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klad\u0131\u011f\u0131 ve Kas\u0131m ay\u0131ndan itibaren fiili petrol arz\u0131n\u0131 g\u00fcnde yakla\u015f\u0131k 1 milyon varil azaltacak olan \u00fcretim kesintisinin etkilerini sindirmeye \u00e7al\u0131\u015f\u0131rken ham petrol fiyatlar\u0131, son \u00fc\u00e7 haftan\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n ABD’li politikac\u0131lar OPEC’in bu karar\u0131na, OPEC \u00fcyelerinin ABD’deki antitr\u00f6st davalar\u0131na kar\u015f\u0131 devletin yarg\u0131 dokunulmazl\u0131\u011f\u0131n\u0131 kald\u0131racak bir yasa fikrini yeniden canland\u0131rarak yan\u0131t verdi \u2013 bu, Suudi Arabistan ve di\u011ferlerinin yakla\u015f\u0131k altm\u0131\u015f y\u0131ld\u0131r biriktirdi\u011fi devasa boyuttaki ABD varl\u0131klar\u0131n\u0131 tehdit edecek bir geli\u015fme.<\/p>\n WTI vadeli i\u015flemleri %1,2 art\u0131\u015fla 89,45 dolar olurken Brent %1,1 art\u0131\u015fla 95,47 dolara y\u00fckseldi. Baker Hughes’un kuyu say\u0131s\u0131 ve CFTC\u2019nin konumland\u0131rma verileri de g\u00fcn i\u00e7inde a\u00e7\u0131klanacak.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar \u2013 Geoffrey Smith Investing.com \u2013 ABD, Eyl\u00fcl ay\u0131 resmi istihdam raporunu a\u00e7\u0131klamadan \u00f6nce ABD hisse senedi piyasalar\u0131, Fed\u2019in politik …<\/p>\n","protected":false},"author":6,"featured_media":62660,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[545,413,55],"class_list":["post-62659","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-abd","tag-fed","tag-piyasa"],"yoast_head":"\n