ABD Ba\u015fkan\u0131 Joe Biden, IMF’nin ABD i\u00e7in b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc d\u00fc\u015f\u00fcrmesiyle ilk kez resesyon riskini kabul etti. \u0130ngiltere Merkez Bankas\u0131n\u0131n (BoE), niyetleri hakk\u0131nda kar\u0131\u015f\u0131k sinyaller g\u00f6ndermesiyle \u0130ngiltere tahvil piyasalar\u0131n\u0131n dram\u0131 devam ediyor. Nasdaq’\u0131n Sal\u0131 g\u00fcn\u00fc ay\u0131 piyasas\u0131na d\u00fc\u015fmesinin ard\u0131ndan Pepsi’nin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte tahminleri a\u015fmas\u0131yla hisse senetleri s\u0131\u00e7ramaya haz\u0131r. Avrupa, s\u0131z\u0131nt\u0131 yapan di\u011fer bir Rus petrol boru hatt\u0131yla ilgili korkuyu atlat\u0131rken petrol piyasas\u0131na ili\u015fkin OPEC ve EIA g\u00f6r\u00fcn\u00fcmleri payla\u015f\u0131lacak. Bu arada merkez bankac\u0131lar\u0131 IMF’nin sonbahar toplant\u0131s\u0131 s\u0131ras\u0131nda konu\u015fmaya devam ediyor.<\/p>\n
\u0130\u015fte 12 Ekim \u00c7ar\u015famba g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. IMF tahminlerini d\u00fc\u015f\u00fcr\u00fcrken Biden resesyon riskini kabul etti<\/strong><\/p>\n ABD Ba\u015fkan\u0131 Joe Biden; Uluslararas\u0131 Para Fonu’nun (IMF) \u00fclke (ve d\u00fcnyan\u0131n geri kalan\u0131) i\u00e7in b\u00fcy\u00fcme tahminlerini d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fc ve NASDAQ\u2019\u0131n ay\u0131 piyasas\u0131na geri d\u00f6nd\u00fc\u011f\u00fc g\u00fcn, ABD ekonomisinin resesyona girme riskini ilk kez kabul etti.<\/p>\n Biden CNN’e verdi\u011fi deme\u00e7te “Resesyon olaca\u011f\u0131n\u0131 sanm\u0131yorum.” dedi. “E\u011fer olursa bu \u00e7ok hafif bir durgunluk olur. Yani, hafif\u00e7e geriye hareket edece\u011fiz.”<\/p>\n IMF daha \u00f6nce ABD ekonomisine ili\u015fkin tahminlerini bu y\u0131l i\u00e7in %1.6’ya, gelecek y\u0131l i\u00e7in ise sadece %1\u2019e d\u00fc\u015f\u00fcrm\u00fc\u015ft\u00fc.<\/p>\n 2. BoE dram\u0131 s\u00fcr\u00fcyor<\/strong><\/p>\n BoE\u2019nin niyetlerine ili\u015fkin \u00e7eli\u015fkili haberlerin, Ba\u015fkan Andrew Bailey\u2019in Sal\u0131 g\u00fcn\u00fc vermeye \u00e7al\u0131\u015ft\u0131\u011f\u0131 mesaj\u0131 zay\u0131flatmas\u0131yla \u0130ngiltere piyasalar\u0131nda kafa kar\u0131\u015f\u0131kl\u0131\u011f\u0131 hakim oldu.<\/p>\n Bailey, bankan\u0131n Cuma g\u00fcn\u00fc sonunda \u0130ngiltere devlet tahvillerini do\u011frudan sat\u0131n almay\u0131 durduraca\u011f\u0131n\u0131 ve para arz\u0131 \u00fczerindeki etkisi daha kolay n\u00f6tralize edilebilen repo operasyonlar\u0131na dayal\u0131 bir likidite deste\u011fi rejimine ge\u00e7ece\u011fini s\u00f6ylemi\u015fti. Ancak Financial Times’a konu\u015fan ve ismi a\u00e7\u0131klanmayan finans\u00f6rler, yine de bankan\u0131n, al\u0131mlar\u0131 Cuma g\u00fcn\u00fcnden sonras\u0131na da uzatmaya istekli olabilece\u011finin sinyalini verdi\u011fini s\u00f6yledi.<\/p>\n \u0130ngiltere piyasalar\u0131ndaki dalgalanman\u0131n arkas\u0131nda h\u00fck\u00fcmetin vergi ve harcama planlar\u0131na ili\u015fkin benzer bir kafa kar\u0131\u015f\u0131kl\u0131\u011f\u0131 vard\u0131. H\u00fck\u00fcmet, her \u015feye ra\u011fmen \u00f6n\u00fcm\u00fczdeki k\u0131\u015f boyunca yakla\u015f\u0131k 60 milyar sterlinlik (67 milyar dolar) enerji s\u00fcbvansiyonunu finanse etmek i\u00e7in yenilenebilir enerji \u015firketlerine \u201cbeklenmedik gelir vergisi\u201d uygulayaca\u011f\u0131n\u0131 do\u011frulad\u0131. Bu durum, yeni h\u00fck\u00fcmetin ge\u00e7en ay \u00f6nerdi\u011fi fonlanmam\u0131\u015f vergi art\u0131\u015f\u0131 ve s\u00fcbvansiyonun da \u00e7\u00f6z\u00fclece\u011fine dair umut verdi.<\/p>\n Sterlin %1,0 art\u0131\u015fla 1,1071 dolara y\u00fckseldi ancak 10 y\u0131ll\u0131k Gilt getirisi 16 baz puan daha artarak %4,60’a ula\u015ft\u0131.<\/p>\n 3. Pepsi’nin tahminleri a\u015fmas\u0131yla hisse senetleri s\u0131\u00e7rama yapmaya haz\u0131rlan\u0131yor<\/strong><\/p>\n Sal\u0131 g\u00fcn\u00fc NASDAQ Composite\u2019i, zirveye g\u00f6re %20 civar\u0131 d\u00fc\u015f\u00fc\u015fle ay\u0131 piyasas\u0131 b\u00f6lgesine geri d\u00f6nd\u00fcren yeni kay\u0131plar\u0131n ard\u0131ndan ABD borsalar\u0131 istikrar kazanarak y\u00fckseli\u015fle a\u00e7\u0131lmaya haz\u0131rlan\u0131yor.<\/p>\n Dow Jones 135 puan y\u00fckselirken S&P 500 %0,6 ve Nasdaq 100 %0,8 art\u0131\u015f g\u00f6sterdi.<\/p>\n Bu y\u0131l\u0131n ba\u015flar\u0131nda fiyatlar\u0131n y\u00fckselmesinde kurumsal k\u00e2r marjlar\u0131n\u0131n oynad\u0131\u011f\u0131 b\u00fcy\u00fck rol g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda ABD\u2019nin Eyl\u00fcl ay\u0131 \u00fcretici fiyat enflasyonu rakamlar\u0131 muhtemelen ilk dikkatleri \u00fczerine \u00e7ekecek. N\u00fckleer enerji grubu Westinghouse Electric’in ise Brookfield (NYSE:BEP) ve Cameco’dan (NYSE:CCJ) olu\u015fan bir konsorsiyum taraf\u0131ndan sat\u0131n al\u0131nmay\u0131 kabul etmesinin ard\u0131ndan ilgi enerji sekt\u00f6r\u00fcnde olacak.<\/p>\n Hissiyat, beklentileri a\u015fan PepsiCo (NASDAQ:PEP) kazan\u00e7lar\u0131ndan destek bulabilir. \u0130\u00e7ecek grubu, g\u00fc\u00e7l\u00fc dolar etkisine meydan okuyarak t\u00fcm y\u0131l i\u00e7in beklentilerini de art\u0131rd\u0131.<\/p>\n 4. Kore zay\u0131flayan won’u gerek\u00e7e g\u00f6stererek faiz art\u0131rd\u0131; Lagarde ve Bowman’\u0131n konu\u015fmalar\u0131 bekleniyor<\/strong><\/p>\n IMF\u2019nin sonbahar toplant\u0131s\u0131 devam edip Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n konu\u015fmas\u0131 planlan\u0131rken k\u00fcresel faiz oranlar\u0131 g\u00fcndemde olmaya devam ediyor. Fransa Merkez Bankas\u0131 Ba\u015fkan\u0131 Fran\u00e7ois Villeroy de Galhau\u2019nun, ECB’nin Ekim ay\u0131 sonundaki toplant\u0131s\u0131nda temel refinansman ve mevduat oranlar\u0131nda yaln\u0131zca %0,5’lik bir art\u0131\u015f olas\u0131l\u0131\u011f\u0131n\u0131 dile getirmesi, euro \u00fczerinde etki etmedi.<\/p>\n Kore Merkez Bankas\u0131 beklendi\u011fi gibi temel faiz oran\u0131n\u0131 %0,5 art\u0131rarak %3,0’a y\u00fckseltti ve zay\u0131f won\u2019un ithal mallar\u0131n fiyat\u0131n\u0131 y\u00fckseltmesi nedeniyle daha fazla art\u0131r\u0131m\u0131n gerekli olaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n Fed Ba\u015fkan\u0131 Michelle Bowman\u2019\u0131n da konu\u015fma yapmas\u0131 beklenirken Fed’in bankac\u0131l\u0131k denetleme ba\u015fkan\u0131 Michael Barr, \u0130ngiltere\u2019deki dalgalanman\u0131n ABD piyasalar\u0131na s\u0131\u00e7rama olas\u0131l\u0131\u011f\u0131 hakk\u0131nda bir fikir sunabilir. \u00c7\u00fcr\u00fck tahvil ve CLO piyasalar\u0131 \u015fimdiden zorunlu sat\u0131\u015f belirtileri g\u00f6stermeye ba\u015flad\u0131.<\/p>\n 5. EIA ve OPEC raporlar\u0131 payla\u015f\u0131lacak; Polonya’da boru hatt\u0131 korkusu ge\u00e7ti<\/strong><\/p>\n OPEC ve ABD h\u00fck\u00fcmeti, petrol piyasas\u0131na ili\u015fkin kendi g\u00f6r\u00fc\u015flerine y\u00f6nelik g\u00fcncellemeler yay\u0131mlayacak. \u0130lk olarak OPEC’in Ekim ay\u0131 i\u00e7in ayl\u0131k raporu ve ard\u0131ndan Enerji Bilgi \u0130daresinin k\u0131sa vadeli enerji g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131klanacak.<\/p>\n Petrol piyasas\u0131, Polonyal\u0131 boru hatt\u0131 operat\u00f6r\u00fc PERN’in Rusya’n\u0131n en b\u00fcy\u00fck petrol ihracat boru hatt\u0131 Druzhba’n\u0131n ana hatt\u0131nda bir s\u0131z\u0131nt\u0131 tespit etmesinin ard\u0131ndan ilk ya\u015fad\u0131\u011f\u0131 korkuyu atlatt\u0131. \u00c7\u00fcnk\u00fc PERN daha sonra s\u0131z\u0131nt\u0131n\u0131n, bu hafta ba\u015f\u0131nda Ukrayna ve Avrupa altyap\u0131s\u0131na kar\u015f\u0131 g\u00f6r\u00fclen t\u00fcrden bir sabotajdan ziyade bir kaza oldu\u011fu sonucuna vard\u0131.<\/p>\n Amerikan Petrol Enstit\u00fcs\u00fcn\u00fcn (API) ABD stok verileri, normalden bir g\u00fcn sonra TS\u0130 23.30\u2019da a\u00e7\u0131klanacak. Tar\u0131m Bakanl\u0131\u011f\u0131n\u0131n ayl\u0131k WASDE raporu ise TS\u0130 19.00\u2019da payla\u015f\u0131lacak.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar \u2013 Geoffrey Smith Investing.com \u2013 ABD Ba\u015fkan\u0131 Joe Biden, IMF’nin ABD i\u00e7in b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc d\u00fc\u015f\u00fcrmesiyle ilk kez resesyon riskini kabul …<\/p>\n","protected":false},"author":6,"featured_media":63470,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[545,481,870,1240],"class_list":["post-63469","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-abd","tag-enerji","tag-piyasalari","tag-piyasasi"],"yoast_head":"\n