Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Lael Brainard, Fed’in faiz art\u0131\u015flar\u0131n\u0131 “yak\u0131nda” yava\u015flatmaya ba\u015flayabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyor. Ekim ay\u0131na ili\u015fkin ABD \u00fcretici fiyatlar\u0131 verileri ve Walmart kazan\u00e7 raporu, bu zaman\u0131n ne kadar yak\u0131n olabilece\u011fine \u0131\u015f\u0131k tutabilir. \u00c7in’in sanayi ve perakende sat\u0131\u015flar\u0131 Ekim ay\u0131nda belirgin bir \u015fekilde zay\u0131flayarak ham petrol fiyatlar\u0131 i\u00e7in yeni bir engel oldu. Amazon, k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 yeniden sa\u011flamak i\u00e7in toplu i\u015ften \u00e7\u0131karmalar \u00fczerine d\u00fc\u015f\u00fcn\u00fcyor ve FTX’in iflas\u0131ndan gelen ilk \u00f6nemli ba\u015fvuru, \u00e7\u00f6km\u00fc\u015f kripto borsas\u0131n\u0131n 1 milyon alacakl\u0131s\u0131 olabilece\u011fini s\u00f6yl\u00fcyor.<\/p>\n
\u0130\u015fte 15 Kas\u0131m Sal\u0131 g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. Brainard faiz art\u0131\u015flar\u0131nda “yak\u0131nda” yava\u015flama g\u00f6r\u00fcyor; \u00dcFE verileri bekleniyor<\/strong><\/p>\n ABD Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Lael Brainard, Fed’in ileride faiz art\u0131r\u0131mlar\u0131n\u0131 yava\u015flatabilece\u011fini s\u00f6yledi. Merkez bankas\u0131n\u0131n en k\u0131demli ekonomistinden gelen yorumlar, enflasyon d\u00fc\u015fmeye ba\u015flad\u0131k\u00e7a Fed’in uzun zamand\u0131r beklenen “g\u00fcvercin pivotuna” ba\u015flad\u0131\u011f\u0131n\u0131n en a\u00e7\u0131k g\u00f6stergesi.<\/p>\n Bloomberg<\/em>‘e verdi\u011fi deme\u00e7te Brainard, “Daha yava\u015f bir art\u0131\u015f temposuna ge\u00e7mek muhtemelen yak\u0131nda uygun bir hamle olacakt\u0131r.” dedi ve ekledi: “Bence vurgulanmas\u0131 gereken \u015fey ger\u00e7ekten \u00f6nemli: \u00c7ok \u015fey yapt\u0131k ama daha yapacak \u00e7ok i\u015fimiz var.”<\/p>\n Fed faizlerine ili\u015fkin beklentilere duyarl\u0131 olan 2 y\u0131ll\u0131k Hazine tahvil getirileri, yorumlar \u00fczerine 8 baz puan daha gerileyerek %4,35 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n Yorumlar, alt\u0131 ayd\u0131r devam eden d\u00fc\u015f\u00fc\u015f e\u011filimini teyit etmesi beklenen Ekim ay\u0131na ait ABD \u00dcFE verileri \u00f6ncesinde yap\u0131ld\u0131.<\/p>\n 2. \u00c7in’de \u00fcretim ve perakende sat\u0131\u015flar zay\u0131flad\u0131; COVID-19 fark\u0131 kurallar\u0131n gev\u015fetilmesi konusunda \u015f\u00fcphe uyand\u0131rd\u0131<\/strong><\/p>\n \u00c7in’in sanayi \u00fcretimi, perakende sat\u0131\u015flar ve sabit varl\u0131k yat\u0131r\u0131m\u0131 verileri; devam eden emlak krizi ve tekrar eden b\u00f6lgesel COVID-19 karantinalar\u0131n\u0131n bask\u0131s\u0131 alt\u0131nda tahminlerin gerisinde kal\u0131rken k\u00fcresel ekonominin ivme kaybetti\u011finin yeni kan\u0131t\u0131 oldu. \u00dcretim ve yat\u0131r\u0131m verileri; h\u00fck\u00fcmetin Pazartesi g\u00fcn\u00fc neden bankalara, gayrimenkul geli\u015ftiricilerine olan risklerini azaltmalar\u0131 i\u00e7in verdi\u011fi s\u00fcreyi uzatt\u0131\u011f\u0131n\u0131 ve sekt\u00f6r i\u00e7in finansal ko\u015fullar\u0131 daha da s\u0131k\u0131la\u015ft\u0131ran bir politika izledi\u011fini g\u00f6steriyor.<\/p>\n Sanayi \u00fcretimindeki b\u00fcy\u00fcme %5\u2019e yava\u015flarken perakende sat\u0131\u015flar y\u0131ll\u0131k bazda negatife d\u00f6nd\u00fc.<\/p>\n H\u00fck\u00fcmetin karantina ko\u015fullar\u0131n\u0131 bir nebze gev\u015fetti\u011fine dair i\u015faretlere ra\u011fmen karantina uygulamalar\u0131n\u0131n yak\u0131n gelecekte de devam etmesi bekleniyor. \u00dclke \u00e7ap\u0131ndaki vaka say\u0131s\u0131 son g\u00fcnlerde Nisan ay\u0131ndan bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131 ve vir\u00fcs\u00fcn Omicron t\u00fcr\u00fc, \u00f6nceki bask\u0131n t\u00fcrlere g\u00f6re daha az \u00f6ld\u00fcr\u00fcc\u00fc g\u00f6r\u00fcnse de \u00c7in a\u015f\u0131lar\u0131n\u0131n d\u00fc\u015f\u00fck korumal\u0131 olmas\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda halk sa\u011fl\u0131\u011f\u0131 i\u00e7in hala \u00f6nemli bir tehdit olu\u015fturuyor.<\/p>\n 3. Hisse senetleri y\u00fckseli\u015fle a\u00e7\u0131lacak; Amazon\u2019un i\u015ften \u00e7\u0131karma plan\u0131 ve Walmart ve Home Depot\u2019un kazan\u00e7 raporlar\u0131 ilgi oda\u011f\u0131nda<\/strong><\/p>\n ABD borsalar\u0131 Brainard’\u0131n yorumlar\u0131ndan destek alarak biraz daha y\u00fcksek a\u00e7\u0131lacak. Yat\u0131r\u0131mc\u0131lar\u0131n bir g\u00f6z\u00fc \u00dcFE’nin enerji fiyatlar\u0131ndaki son g\u00fc\u00e7lenmeye nas\u0131l tepki verece\u011fine, di\u011fer g\u00f6z\u00fc ise perakende devleri Walmart (NYSE:WMT) ve Home Depot ‘un (NYSE:HD) kazan\u00e7 raporlar\u0131na \u00e7evrilmi\u015f durumda.<\/p>\n Dow Jones 120 puan y\u00fckselirken S&P 500 %0,7 ve Nasdaq 100 %0,2 art\u0131\u015f g\u00f6sterdi.<\/p>\n Wall Street Journal, Amazon’un (NASDAQ:AMZN) 10.000 ki\u015fiyi i\u015ften \u00e7\u0131karmay\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n 4. FTX’in iflas\u0131yla ilgili iyi bir geli\u015fme yok<\/strong><\/p>\n \u00c7\u00f6km\u00fc\u015f kripto para borsas\u0131 FTX, Delaware’deki sorumlu mahkemeyle olan iflas s\u00fcreciyle ilgili ilk ayr\u0131nt\u0131lar\u0131 yay\u0131nlad\u0131 ve 1 milyon alacakl\u0131s\u0131 olabilece\u011fini s\u00f6yledi.<\/p>\n FTX’in \u00e7\u00f6k\u00fc\u015f\u00fcyle ilgili ayr\u0131nt\u0131lar g\u00fcn ge\u00e7tik\u00e7e daha da \u00e7irkinle\u015firken hafta sonunda bildirdi\u011fi ve kalan likit varl\u0131klar\u0131n\u0131n yakla\u015f\u0131k 400 milyon dolar\u0131n\u0131 t\u00fcketen soygunun, deneyimli bilgisayar korsanlar\u0131 taraf\u0131ndan yap\u0131lan bir istismardan ziyade \u201ci\u00e7eriden\u201d bir i\u015f olabilece\u011fine dair yeni g\u00f6stergeler ortaya \u00e7\u0131kt\u0131.<\/p>\n Arkham Intelligence’\u0131n ara\u015ft\u0131rmas\u0131, bilgisayar korsanlar\u0131n\u0131n FTX c\u00fczdanlar\u0131ndan s\u00f6z konusu miktar\u0131 \u00e7ektikten sonra paniklediklerini ve varl\u0131klar\u0131 farkl\u0131 zincirler aras\u0131nda ta\u015f\u0131rken token\u2019lerin \u00f6nemli bir k\u0131sm\u0131n\u0131 kaybettiklerini \u00f6ne s\u00fcrd\u00fc.<\/p>\n Reuters,<\/em> hafta sonu FTX’in kurucusu Sam Bankman-Fried’in \u015firketin yaz\u0131l\u0131m\u0131na ki\u015fisel olarak bir \u201cizinsiz eri\u015fim ge\u00e7i\u015fi\u201d yerle\u015ftirdi\u011fini ve b\u00f6ylece m\u00fc\u015fteri fonlar\u0131n\u0131, tespit edilmeden hedge fon i\u015ftiraki Alameda Research’e ta\u015f\u0131mas\u0131na izin verdi\u011fini bildirmi\u015fti.<\/p>\n 5. Petrol fiyatlar\u0131, \u00c7in verileri \u00fczerine gerilerken IEA 2022 talep tahminini y\u00fckseltip 2023 tahminini d\u00fc\u015f\u00fcrd\u00fc<\/strong><\/p>\n Ham petrol fiyatlar\u0131; bu y\u0131l\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde talep art\u0131\u015f\u0131na ili\u015fkin d\u00fc\u015f\u00fck tahminlerini art\u0131\u015f y\u00f6nl\u00fc revize etmek zorunda kalan Uluslararas\u0131 Enerji Ajans\u0131n\u0131 g\u00f6z ard\u0131 ederek \u00c7in’den gelen zay\u0131f ekonomik veriler \u00fczerine daha da geriledi.<\/p>\n Ajans ayr\u0131ca gelecek y\u0131l i\u00e7in ortalama talep art\u0131\u015f\u0131 tahminini g\u00fcnl\u00fck 40.000 varil azaltarak 2022’deki 2,1 milyon varilden gelecek y\u0131l 1,6 milyon varil seviyesine inece\u011fi y\u00f6n\u00fcnde de\u011fi\u015ftirdi ki bu, tamamen \u00c7in’deki g\u00f6r\u00fcn\u00fcmden kaynaklanan bir revizyon oldu. Ancak yapt\u0131r\u0131mlar\u0131n Rusya’n\u0131n \u00fcretimi \u00fczerindeki bask\u0131s\u0131n\u0131n devam etmesi nedeniyle piyasan\u0131n darl\u0131k ya\u015famaya devam edece\u011fi d\u00fc\u015f\u00fcn\u00fcl\u00fcyor.<\/p>\n WTI %0,5 d\u00fc\u015f\u00fc\u015fle85,44 dolardan i\u015flem g\u00f6r\u00fcrken Brent %0,3 azalarak 92,83 dolardan al\u0131c\u0131 buldu.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar \u2013 Geoffrey Smith Investing.com \u2013 Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Lael Brainard, Fed’in faiz art\u0131\u015flar\u0131n\u0131 “yak\u0131nda” yava\u015flatmaya ba\u015flayabilece\u011fini …<\/p>\n","protected":false},"author":6,"featured_media":70794,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[288,413,578],"class_list":["post-70793","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-cin","tag-fed","tag-ftx"],"yoast_head":"\n