Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n, gelecek toplant\u0131larda para politikas\u0131n\u0131 daha yava\u015f s\u0131k\u0131la\u015ft\u0131rma sinyali verece\u011fi umuduyla, Fed\u2019in enflasyonu d\u00fc\u015f\u00fcrme \u00e7abalar\u0131 kapsam\u0131nda ana faizleri 75 baz puan daha art\u0131rmas\u0131 bekleniyor. ADP, \u00e7al\u0131\u015fma bakanl\u0131\u011f\u0131ndan gelen kar\u0131\u015f\u0131k i\u015f olanaklar\u0131 raporundan bir g\u00fcn sonra Ekim ay\u0131nda \u00f6zel sekt\u00f6r i\u015fe al\u0131m tahminini a\u00e7\u0131klayacak. D\u00fcnyan\u0131n en b\u00fcy\u00fck nakliye \u015firketi, pandemi partisinin nihayet sona erdi\u011fi konusunda uyar\u0131da bulunurken Avrupa’n\u0131n PMI’lar\u0131 daralma b\u00f6lgesine do\u011fru inmeye devam ediyor. Ve d\u00fcnyan\u0131n en b\u00fcy\u00fck iPhone montaj hatt\u0131na ev sahipli\u011fi yapan Zhengzhou, \u00c7in’in COVID-19\u2019a kar\u015f\u0131 s\u0131f\u0131r tolerans politikas\u0131nda esneme s\u00f6ylentilerine kar\u015f\u0131 bir haftal\u0131k karantina uygulayacak.<\/p>\n
\u0130\u015fte 2 Kas\u0131m \u00c7ar\u015famba g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. Fed\u2019in karar g\u00fcn\u00fcnde politik de\u011fi\u015fime dair ilk i\u015faret gelecek mi?<\/strong><\/p>\n Fed, iki g\u00fcnl\u00fck toplant\u0131s\u0131 TS\u0130 21.00\u2019de sona erdi\u011finde Fed fonlar\u0131 i\u00e7in hedef aral\u0131\u011f\u0131n\u0131 75 baz puan (bp) daha art\u0131rarak %3,25-4,00’e y\u00fckseltecek.<\/p>\n Fed yetkililerinin son d\u00f6nemdeki y\u00f6nlendirmeleri ve enflasyon dinamiklerinin h\u00e2l\u00e2 \u00e7ok g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6steren bir dizi veriyi d\u00fc\u015f\u00fcn\u00fcnce bu kadar\u0131na neredeyse kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor. Bununla birlikte \u00f6zellikle emlak gibi ekonominin faiz oran\u0131na duyarl\u0131 sekt\u00f6rlerinde son zamanlarda g\u00f6r\u00fclen yava\u015flama i\u015faretleri, Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n ola\u011fan bas\u0131n toplant\u0131s\u0131nda s\u0131k\u0131la\u015ft\u0131rma h\u0131z\u0131n\u0131 yava\u015flatmaktan bahsedebilece\u011fine dair umutlar\u0131 art\u0131rd\u0131.<\/p>\n Hazine getirileri, politik bir de\u011fi\u015fimin ba\u015flang\u0131\u00e7 i\u015faretleri beklentisiyle keskin bir \u015fekilde d\u00fc\u015ft\u00fckten sonra Sal\u0131 g\u00fcn\u00fc tekrar y\u00fckseldi. Tahvillerdeki bu y\u00fckseli\u015f, son aylarda tutarl\u0131 bir \u015fekilde \u015fahin olan Powell’\u0131n, bu umutlar\u0131 tekrar k\u0131rma riski yaratt\u0131. 10 y\u0131ll\u0131k Hazine getirileri, iki hafta \u00f6nce g\u00f6rd\u00fc\u011f\u00fc %4,34 seviyesinden %4,06’ya geriledi.<\/p>\n 2. ADP Ekim ay\u0131 istihdam raporu ve Challenger i\u015ften \u00e7\u0131karmalar anketi ile i\u015f g\u00fcc\u00fc piyasas\u0131na daha fazla \u0131\u015f\u0131k tutulacak <\/strong><\/p>\n Fed’in karar\u0131ndan \u00f6nce piyasa, h\u00fck\u00fcmetin istihdam verilerinden iki g\u00fcn \u00f6nce Ekim ay\u0131ndaki i\u015f g\u00fcc\u00fc piyasas\u0131 e\u011filimlerine g\u00f6z atacak. ADP’nin \u00f6zel sekt\u00f6r i\u015fe al\u0131m anketinin, ge\u00e7en ay ufak bir yava\u015flama g\u00f6stermesi beklenirken 208.000 oldu\u011fu A\u011fustos ay\u0131na g\u00f6re 195.000’lik bir art\u0131\u015f tahmin ediliyor.<\/p>\n \u00c7al\u0131\u015fma bakanl\u0131\u011f\u0131n\u0131n Sal\u0131 g\u00fcnk\u00fc \u0130\u015f Olanaklar\u0131 ve \u0130\u015f G\u00fcc\u00fc Devir anketi, i\u015ften ayr\u0131lmalarda ufak da olsa belirgin bir d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131\u011f\u0131n\u0131 g\u00f6stermi\u015fti. Bu, yeni iyi i\u015f bulman\u0131n zorla\u015ft\u0131\u011f\u0131n\u0131 ve ekonomi yava\u015flad\u0131k\u00e7a eldeki i\u015ften de olma iste\u011finin zay\u0131flad\u0131\u011f\u0131na i\u015faret etti.<\/p>\n Challenger i\u015ften \u00e7\u0131karmalar anketi de TS\u0130 16.30’da payla\u015f\u0131lacakken Mortgage Bankac\u0131lar Birli\u011finin haftal\u0131k verileri, ge\u00e7en hafta mortgage oranlar\u0131n\u0131n 20 y\u0131l sonra ilk kez %7\u2019yi a\u015ft\u0131ktan sonra bu seviye \u00fczerinde kal\u0131p kalmad\u0131\u011f\u0131n\u0131 g\u00f6sterecek.<\/p>\n 3. Piyasa Fed’i beklerken hisse senetleri sakin a\u00e7\u0131lmaya haz\u0131rlan\u0131yor; Prudential Financial\u2019in ald\u0131\u011f\u0131 darbe sonras\u0131 g\u00f6zler sigortac\u0131larda<\/strong><\/p>\n ABD borsalar\u0131 sakin a\u00e7\u0131lmaya haz\u0131rlan\u0131rken Sal\u0131 g\u00fcn\u00fc Uber’den (NYSE:UBER) beklenenden daha iyi gelen \u00e7eyreklik sonu\u00e7lar\u0131n ard\u0131ndan teknoloji a\u011f\u0131rl\u0131kl\u0131 Nasdaq 100 endeksi, Sal\u0131 g\u00fcnk\u00fc zay\u0131f performans\u0131n\u0131 tersine \u00e7evirdi.<\/p>\n Dow Jones fazla de\u011fi\u015fmezken S&P 500 %0,1’den az ve Nasdaq 100 %0,3 art\u0131\u015f g\u00f6sterdi.<\/p>\n \u0130lgi \u00e7ekebilecek hisseler aras\u0131nda PC ve di\u011fer cihazlar\u0131n sat\u0131\u015flar\u0131ndaki belirgin yava\u015flama nedeniyle d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte tahminlerin alt\u0131nda gelir \u00f6ng\u00f6rd\u00fckten sonra Sal\u0131 g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015f ya\u015fayan Advanced Micro Devices (NASDAQ:AMD) yer al\u0131yor. Prudential Financial (NYSE:PRU) da artan faiz oranlar\u0131ndan darbe ald\u0131ktan sonra bask\u0131 alt\u0131nda a\u00e7\u0131lmaya haz\u0131rlan\u0131yor. Rakipleri MetLife (NYSE:MET) ve Allstate (NYSE:ALL) \u00c7ar\u015famba g\u00fcn\u00fc kapan\u0131\u015f sonras\u0131nda kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak.<\/p>\n CVS (NYSE:CVS), Humana (NYSE:HUM) ve KFC sahibi Yum! Brands (NYSE:YUM) ilk a\u00e7\u0131klayacaklar listesinin ba\u015f\u0131nda yer al\u0131rken Qualcomm (NASDAQ:QCOM), Booking (NASDAQ:BKNG) ve lityum madencisi Albemarle (NYSE:ALB) daha sonra a\u00e7\u0131klayacak isimlerde ba\u015f\u0131 \u00e7ekiyor.<\/p>\n 4. Parti sona erdi (en az\u0131ndan nakliye i\u00e7in)<\/strong><\/p>\n K\u00fcresel denizcilik sekt\u00f6r\u00fc i\u00e7in parti resmen sona erdi. Danimarkal\u0131 denizcilik devi A.P. M\u00f8ller – M\u00e6rsk (CSE:MAERSKb); pandemiden kaynakl\u0131 talep patlamas\u0131n\u0131n azalmas\u0131 ve d\u00fcnya tedarik zincirlerinin kalan p\u00fcr\u00fczleri gidermesi nedeniyle bu y\u0131l k\u00fcresel konteyner talebinin, %4’e varan oranda azalaca\u011f\u0131 uyar\u0131s\u0131nda bulundu. Maersk daha \u00f6nce hacimlerin 2021 seviyelerinde kalaca\u011f\u0131n\u0131 \u00f6ng\u00f6rm\u00fc\u015ft\u00fc.<\/p>\n D\u00fcnya ticaretindeki yava\u015flama, Avrupa’n\u0131n ihracat a\u011f\u0131rl\u0131kl\u0131 ekonomisini zay\u0131flatmaya devam eden nedenlerden sadece biri. B\u00f6lgeden gelen nihai sat\u0131n alma y\u00f6neticileri endeksleri (PMI), Ekim ay\u0131nda Almanya’n\u0131n imalat sekt\u00f6r\u00fcnde verilen yeni sipari\u015flerde keskin d\u00fc\u015f\u00fc\u015fler oldu\u011funu g\u00f6sterdi (Yine de Alman i\u015f g\u00fcc\u00fc piyasas\u0131, mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f i\u015fsiz say\u0131s\u0131nda 8.000’lik minimal art\u0131\u015f\u0131n ard\u0131ndan her zamanki gibi i\u015f\u00e7iye ihtiya\u00e7 duymaya devam ediyor).<\/p>\n Fransa, \u0130spanya ve \u0130talya\u2019n\u0131n imalat PMI’lar\u0131 da daralma b\u00f6lgesinde ilerlemeye devam ederek Almanya\u2019ya kat\u0131ld\u0131.<\/p>\n 5. Zhengzhou karantinas\u0131 COVID-19 politikas\u0131yla ilgili ger\u00e7ekleri hat\u0131rlat\u0131rken petrol fiyatlar\u0131 d\u00fc\u015ft\u00fc<\/strong><\/p>\n Ham petrol fiyatlar\u0131; \u00c7in’in yak\u0131nda kat\u0131 COVID-19 politikas\u0131n\u0131 esnetebilece\u011fi s\u00f6ylentisinin hi\u00e7bir \u015fekilde teyit edilmedi\u011fi bir g\u00fcn\u00fcn daha ge\u00e7mesiyle geriledi.<\/p>\n WTI %0,5 d\u00fc\u015f\u00fc\u015fle 87,89 dolardan, Brent ise %0,5 d\u00fc\u015f\u00fc\u015fle 94,11 dolardan i\u015flem g\u00f6rd\u00fc. \u00c7in’in talebine ili\u015fkin ger\u00e7ek haber ak\u0131\u015f\u0131 ise tam tersi y\u00f6nde ilerledi: \u00c7ar\u015famba g\u00fcn\u00fc erken saatlerde \u015fehir yetkilileri, d\u00fcnyan\u0131n en b\u00fcy\u00fck iPhone montaj fabrikas\u0131na ev sahipli\u011fi yapan Zhengzhou Havaalan\u0131 Ekonomi B\u00f6lgesi\u2019ni, COVID-19 vakalar\u0131 nedeniyle bir hafta s\u00fcreyle kapatt\u0131.<\/p>\n Emtia piyasalar\u0131nda ise bu\u011fday fiyatlar\u0131; Rusya’n\u0131n, ihracat i\u00e7in g\u00fcvenli ge\u00e7i\u015fi garantilemeye y\u00f6nelik BM destekli anla\u015fmaya yeniden kat\u0131lmas\u0131n\u0131n ard\u0131ndan Pazartesi g\u00fcnk\u00fc getirilerini kaybetti.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar \u2013 Geoffrey Smith Investing.com \u2013 Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n, gelecek toplant\u0131larda para politikas\u0131n\u0131 daha yava\u015f s\u0131k\u0131la\u015ft\u0131rma sinyali …<\/p>\n","protected":false},"author":6,"featured_media":68092,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[413,55],"class_list":["post-68091","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-fed","tag-piyasa"],"yoast_head":"\n