Xi Jinping, Pekin’in hedefinin olduk\u00e7a gerisinde kalan (ancak beklentilerin \u00fczerinde gelen) \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek b\u00fcy\u00fcme rakam\u0131n\u0131n dikkatini da\u011f\u0131tan ac\u0131mas\u0131z bir g\u00fc\u00e7 konsolidasyonu ile \u00c7in piyasalar\u0131n\u0131 \u00fcrk\u00fctt\u00fc. Avrupa’da i\u015f d\u00fcnyas\u0131 anketleri ekonomik yava\u015flaman\u0131n daha da sertle\u015fti\u011fine i\u015faret ederken Boris Johnson’\u0131n geri d\u00f6n\u00fc\u015f riski ortadan kalk\u0131nca sterlin g\u00fc\u00e7 kazand\u0131. Petrol fiyatlar\u0131 \u00c7in ve Avrupa’dan gelen verilere k\u00f6t\u00fc tepki verirken Tesla, \u00c7in’deki indirim haberlerinin ard\u0131ndan zorluk \u00e7ekse de hisse senetleri y\u00fckselerek a\u00e7\u0131lmaya haz\u0131rlan\u0131yor.<\/p>\n
\u0130\u015fte 24 Ekim Pazartesi g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. Xi unutulmaz ki\u015fi olabilir<\/strong><\/p>\n Devlet Ba\u015fkan\u0131 Xi Jinping’in Ulusal Halk Kongresi’nde yerini sa\u011flamla\u015ft\u0131rmas\u0131n\u0131n ard\u0131ndan \u00fclkenin en b\u00fcy\u00fck internet \u015firketlerine ve en zengin i\u015f adamlar\u0131na kar\u015f\u0131 yeni bir kampanya ba\u015flat\u0131laca\u011f\u0131 korkusuyla, \u00c7in borsalar\u0131 ve offshore yuan sert sat\u0131\u015flar ya\u015fad\u0131.<\/p>\n Tencent (HK:0700) ve Alibaba (HK:9988) gibi bireysel hisse senetleri daha da fazla d\u00fc\u015ferken Hang Seng teknoloji endeksi %8’in \u00fczerinde d\u00fc\u015f\u00fc\u015fle rekor seviyedeki en k\u00f6t\u00fc g\u00fcn\u00fcn\u00fc ge\u00e7irdi.<\/p>\n \u00c7in ayr\u0131ca ge\u00e7en hafta a\u00e7\u0131klanmas\u0131 gereken \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek GSY\u0130H verilerini de nihayet a\u00e7\u0131klad\u0131. Y\u0131ll\u0131k %3,9’luk b\u00fcy\u00fcme rakam\u0131, %3,3’l\u00fck tahminlerden daha iyi olmakla birlikte Kom\u00fcnist Parti’nin kendi %5,5’lik hedefinin a\u00e7\u0131k\u00e7a alt\u0131nda kald\u0131; bu da devam eden emlak krizinin, Xi’nin COVID-19\u2019a kar\u015f\u0131 s\u0131f\u0131r tolerans politikas\u0131n\u0131n ve Kuzey Amerika ve Avrupa’daki kilit ihracat pazarlar\u0131ndaki yava\u015flaman\u0131n gittik\u00e7e artmas\u0131n\u0131n yaratt\u0131\u011f\u0131 etkilerin bir kan\u0131t\u0131.<\/p>\n 2. PMI’lar Avrupa’da d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte daralmaya i\u015faret ediyor<\/strong><\/p>\n Bu ekonomik yava\u015flaman\u0131n boyutu, her ikisi de GSY\u0130H’nin d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte daralma yolunda ilerledi\u011fini g\u00f6steren Euro B\u00f6lgesi ve \u0130ngiltere i\u00e7in sat\u0131n alma y\u00f6neticisi endekslerinin (PMI) a\u00e7\u0131klanmas\u0131yla tam olarak ortaya \u00e7\u0131kt\u0131.<\/p>\n Euro B\u00f6lgesi fla\u015f PMI 47,1 ile Aral\u0131k 2020’den bu yana en d\u00fc\u015f\u00fck seviyesine gerilerken \u0130ngiltere\u2019deki e\u015fde\u011fer veri ise enflasyon ve tedarik zincirindeki sorunlar\u0131n evrensel bask\u0131lar\u0131na, bir de \u00f6nlenebilir bir siyasi krizin eklenmesiyle 47,2 puana d\u00fc\u015ft\u00fc.<\/p>\n Ekonomik g\u00f6r\u00fcn\u00fcm en \u00e7ok y\u00fcksek enerji fiyatlar\u0131n\u0131n etkisiyle kararmaya devam ediyor. Bu hafta Avrupa i\u00e7in yap\u0131lan daha s\u0131cak hava tahminleri ve AB genelinde neredeyse tamamen dolu depolama seviyeleri, Pazartesi g\u00fcn\u00fc do\u011fal gaz fiyatlar\u0131n\u0131 son d\u00f6rt ay\u0131n en d\u00fc\u015f\u00fck seviyesine \u00e7ekti ancak gelecek y\u0131l i\u00e7in yap\u0131lan vadeli s\u00f6zle\u015fmeler, end\u00fcstriyel k\u00e2rlar \u00fczerinde muhtemelen sakatlay\u0131c\u0131 bir etkiye sahip olacak bir fiyat seviyesi \u00f6ng\u00f6r\u00fcs\u00fcne devam ediyor.<\/p>\n 3. Hisse senetleri Fed’in y\u00f6n de\u011fi\u015ftirece\u011fi umuduyla a\u00e7\u0131l\u0131\u015fta y\u00fckseli\u015fe ge\u00e7ecek<\/strong><\/p>\n Cuma g\u00fcn\u00fc Fed\u2019in, politik bir d\u00f6n\u00fc\u015fe ba\u015flamay\u0131 se\u00e7mesinin ard\u0131ndan ABD borsalar\u0131, y\u00fckselerek a\u00e7\u0131lmaya haz\u0131rlan\u0131yor. Wall Street Journal, Fed’in Kas\u0131m ay\u0131ndaki toplant\u0131s\u0131nda faiz art\u0131r\u0131m h\u0131z\u0131n\u0131 yava\u015flatmay\u0131 tart\u0131\u015fmaya haz\u0131rland\u0131\u011f\u0131n\u0131 ancak muhtemelen \u00f6nce 75 baz puanl\u0131k bir art\u0131r\u0131m daha ger\u00e7ekle\u015ftirece\u011fini bildirdi.<\/p>\n Dow Jones 102 puan y\u00fckselirken S&P 500 %0,3 ve Nasdaq 100 %0,1 art\u0131\u015f g\u00f6sterdi. \u00dc\u00e7 ana nakit endeksi de WSJ raporunun etkisiyle Cuma g\u00fcn\u00fc %2’nin \u00fczerinde y\u00fckselmi\u015fti.<\/p>\n \u0130lgi \u00e7ekebilecek hisse senetleri aras\u0131nda \u00c7in’deki fiyat indirimi haberlerinin ard\u0131ndan piyasa \u00f6ncesinde %3,5 d\u00fc\u015f\u00fc\u015f g\u00f6steren Tesla (NASDAQ:TSLA) yer alacak. Kapan\u0131\u015f zilinden sonra Cadence Design (NASDAQ:CDNS), Alexandria RE (NYSE:ARE) ve Discover (NYSE:DFS) \u015firketlerinin kazan\u00e7 raporlar\u0131 a\u00e7\u0131klanacak.<\/p>\n Chicago Fed’in ayl\u0131k i\u015f anketi ve Hazine Bakan\u0131 Janet Yellen’\u0131n konu\u015fmas\u0131 g\u00fcn\u00fcn \u00f6ne \u00e7\u0131kan makro konular\u0131 aras\u0131nda yer al\u0131yor.<\/p>\n 4. Johnson’\u0131n \u00e7ekilmesiyle \u0130ngiltere piyasalar\u0131 canland\u0131<\/strong><\/p>\n ABD’nin g\u00fc\u00e7l\u00fc kapan\u0131\u015f\u0131 ve Rishi Sunak’\u0131n Liz Truss’tan ba\u015fbakanl\u0131k g\u00f6revini devralaca\u011f\u0131na dair i\u015faretler \u00fczerine \u0130ngiltere piyasalar\u0131, PMI’n\u0131n yaratt\u0131\u011f\u0131 kasvetli havadan s\u0131yr\u0131larak sert y\u00fckseli\u015fler kaydetti.<\/p>\n Geri d\u00f6n\u00fc\u015f planlar\u0131 yapt\u0131\u011f\u0131 bildirilen eski Ba\u015fbakan Boris Johnson, yaz aylar\u0131nda etik sorunlar nedeniyle kendisini g\u00f6revden alan Muhafazak\u00e2r Parti milletvekillerinin bir\u00e7o\u011funun bu d\u00f6n\u00fc\u015f\u00fc kabul etmeyece\u011finin anla\u015f\u0131lmas\u0131 \u00fczerine Pazar g\u00fcn\u00fc yar\u0131\u015ftan \u00e7ekildi.<\/p>\n Sunak, maliye bakan\u0131 oldu\u011fu d\u00f6nemde Johnson’\u0131n harcama planlar\u0131n\u0131 kar\u015f\u0131lamak i\u00e7in vergileri ciddi \u015fekilde artt\u0131rm\u0131\u015ft\u0131. Yaz aylar\u0131ndaki liderlik yar\u0131\u015f\u0131nda Truss’u, fonlanmam\u0131\u015f vergi indirimleri planlar\u0131n\u0131n piyasalar taraf\u0131ndan cezaland\u0131r\u0131laca\u011f\u0131 konusunda uyaran Sunak, partinin piyasada g\u00fcvenilirli\u011fi olan az say\u0131daki isimlerinden biri.<\/p>\n Daha ihtiyatl\u0131 bir maliye politikas\u0131 ba\u011flam\u0131nda piyasa, \u0130ngiltere Merkez Bankas\u0131n\u0131n (BoE) faiz art\u0131r\u0131m\u0131 beklentilerini azaltmas\u0131na ra\u011fmen sterlin y\u00fckseldi. 2 y\u0131ll\u0131k ve 10 y\u0131ll\u0131k Gilts getirileri s\u0131ras\u0131yla 29 ve 19 baz puan d\u00fc\u015ferken FTSE 250 %0,2 art\u0131\u015f ya\u015fad\u0131.<\/p>\n 5. Petrol, \u00c7in ve Avrupa\u2019dan gelen zay\u0131f verilerle d\u00fc\u015ft\u00fc<\/strong><\/p>\n \u00c7in ve Avrupa’daki b\u00fcy\u00fcme sorunlar\u0131n\u0131n boyutu, bir kez daha k\u00fcresel talep g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin korkular\u0131 art\u0131r\u0131nca ham petrol fiyatlar\u0131 d\u00fc\u015ft\u00fc.<\/p>\n WTI %1 d\u00fc\u015f\u00fc\u015fle 84,19 dolar olurken Brent %0,8 azalarak 90,62 dolara indi.<\/p>\n Hafta sonu Rusya\u2019n\u0131n savunma bakanl\u0131\u011f\u0131n\u0131n, Bat\u0131l\u0131 meslekta\u015flar\u0131n\u0131 Ukrayna’n\u0131n bir “radyoaktif kirli bomba” yerle\u015ftirmek \u00fczere oldu\u011funa ve su\u00e7u Rusya’ya atmaya ikna etmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131na dair \u2013 ba\u015far\u0131ya ula\u015fmad\u0131 \u2013 haberlerden sonra petrol \u00fczerindeki jeopolitik primin y\u00fckseldi\u011fine dair pek i\u015faret g\u00f6r\u00fclmedi. \u0130ngiltere Savunma Bakanl\u0131\u011f\u0131, Rusya’n\u0131n i\u015fgalden \u00f6nce Bat\u0131’y\u0131 yan\u0131ltma giri\u015fimlerinin inand\u0131r\u0131c\u0131l\u0131\u011f\u0131n\u0131 azaltt\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n Ukrayna h\u00fck\u00fcmeti; Moskova’n\u0131n, g\u00fcneydeki Herson kentinden giderek daha acil bir \u015fekilde geri \u00e7ekilmesini \u00f6rtbas etmek i\u00e7in kendi taktik n\u00fckleer silah kullan\u0131m\u0131na bir bahane olu\u015fturmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 iddia etti.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar \u2013 Geoffrey Smith Investing.com \u2013 Xi Jinping, Pekin’in hedefinin olduk\u00e7a gerisinde kalan (ancak beklentilerin \u00fczerinde gelen) \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek …<\/p>\n","protected":false},"author":6,"featured_media":65836,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[288,1996,55],"class_list":["post-65835","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-cin","tag-ingiltere","tag-piyasa"],"yoast_head":"\n