ABD konut ba\u015flang\u0131\u00e7lar\u0131, i\u015fsizlik ba\u015fvurular\u0131 ve Philly Fed anketi ile birlikte b\u00fcy\u00fck bir veri yuma\u011f\u0131 kar\u015f\u0131n\u0131zda olacak. \u0130lerleyen saatlerde Fed\u2019den bir\u00e7ok yetkili, faiz g\u00f6r\u00fcn\u00fcm\u00fc hakk\u0131nda g\u00f6r\u00fc\u015flerini bildirmek \u00fczere s\u0131raya girecek. Rusya ve Ukrayna’n\u0131n, Ukrayna ihracat\u0131n\u0131n 120 g\u00fcn daha g\u00fcvenli ge\u00e7i\u015fine ili\u015fkin anla\u015fmalar\u0131n\u0131 yenilemesinin ard\u0131ndan tah\u0131l fiyatlar\u0131 d\u00fc\u015ferken Pentagon’un \u00c7ar\u015famba g\u00fcn\u00fc yapt\u0131\u011f\u0131 yorumlar, ABD’nin Ukrayna’ya bar\u0131\u015f g\u00f6r\u00fc\u015fmelerini kabul etmesi i\u00e7in bask\u0131 yapabilece\u011fi spek\u00fclasyonlar\u0131n\u0131 art\u0131rarak petrol fiyatlar\u0131n\u0131 vurdu. K\u00f6t\u00fc performansa sahip NVIDIA\u2019dan gelen bir ba\u015fka zay\u0131f g\u00fcncellemenin ard\u0131ndan borsalar\u0131n kay\u0131pla a\u00e7\u0131lmas\u0131 bekleniyor. Ve \u0130ngiltere, Eyl\u00fcl ay\u0131nda yapt\u0131\u011f\u0131 mali \u00e7\u0131lg\u0131nl\u0131kla ili\u015fkisinden dolay\u0131 tahvil piyasalar\u0131na ne kadar \u00fczg\u00fcn oldu\u011funu s\u00f6yleme \u015fans\u0131 elde ediyor.<\/p>\n
\u0130\u015fte 17 Kas\u0131m \u00c7ar\u015famba g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. ABD\u2019den veri bombard\u0131man\u0131 ve \u00e7ok say\u0131da Fed konu\u015fmac\u0131s\u0131 <\/strong><\/p>\n ABD haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 ve konut ba\u015flang\u0131\u00e7lar\u0131 verileri ile Philadelphia Fed\u2019in ayl\u0131k i\u015f anketini payla\u015facak. Piyasalar, \u00c7ar\u015famba g\u00fcn\u00fc Ekim ay\u0131nda beklenenden daha g\u00fc\u00e7l\u00fc bir perakende sat\u0131\u015f raporu elde etti.<\/p>\n \u00c7ar\u015famba g\u00fcn\u00fc Fed Y\u00f6neticisi Chris Waller, enflasyonun zirveye ula\u015fm\u0131\u015f olabilece\u011fine dair artan i\u015faretler nedeniyle Fed’in bir sonraki toplant\u0131s\u0131nda sadece 50 baz puanl\u0131k bir art\u0131r\u0131m\u0131n kabul edilebilir olaca\u011f\u0131n\u0131 \u00f6ne s\u00fcren isimler aras\u0131na kat\u0131ld\u0131. Buna ra\u011fmen San Francisco Fed Ba\u015fkan\u0131 Mary Daly’nin, %5’in \u00fczerinde bir Fed Fon oran\u0131na i\u015faret eden di\u011fer yorumlar\u0131, Fed’in s\u0131k\u0131la\u015ft\u0131rma d\u00f6ng\u00fcs\u00fcn\u00fcn sona ermekten \u00e7ok uzak oldu\u011funun alt\u0131n\u0131 \u00e7izdi.<\/p>\n Fed Y\u00f6neticileri Michelle Bowman ve Philip Jefferson, ard\u0131ndan da Cleveland Fed Ba\u015fkan\u0131 Loretta Mester konu\u015facak.<\/p>\n 2. Tah\u0131l anla\u015fmas\u0131n\u0131n yenilenmesi, bu\u011fday\u0131 2 ay\u0131n en d\u00fc\u015f\u00fck seviyesine \u00e7ekti<\/strong><\/p>\n K\u00fcresel bu\u011fday fiyatlar\u0131; Rusya ve Ukrayna’n\u0131n Ukrayna limanlar\u0131ndan g\u0131da ihracat\u0131n\u0131 g\u00fcvence alt\u0131na alan anla\u015fmay\u0131 120 g\u00fcn daha uzatma karar\u0131 almas\u0131n\u0131n ard\u0131ndan son iki ay\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi.<\/p>\n Yap\u0131lan a\u00e7\u0131klama, Ukrayna’n\u0131n ge\u00e7en ay Ker\u00e7 Bo\u011faz\u0131 k\u00f6pr\u00fcs\u00fcne d\u00fczenledi\u011fi sald\u0131r\u0131n\u0131n ard\u0131ndan anla\u015fmadan ho\u015fnutsuzlu\u011funu dile getiren Rusya’n\u0131n anla\u015fmadan \u00e7ekilebilece\u011fi y\u00f6n\u00fcndeki korkular\u0131 ortadan kald\u0131rd\u0131. Ukrayna’ya ait bir hava savunma f\u00fczesinin Polonya’da patlamas\u0131n\u0131n, Ukrayna’daki sava\u015f\u0131 k\u0131sa s\u00fcreli\u011fine t\u0131rmand\u0131rma tehlikesi yaratmas\u0131n\u0131n ard\u0131ndan da anla\u015fmaya ili\u015fkin \u015f\u00fcpheler g\u00fc\u00e7lenmi\u015fti.<\/p>\n Anla\u015fma; Moskova’n\u0131n bir s\u00fcredir \u00fczerinde durdu\u011fu, Odesa liman\u0131ndan Rus amonya\u011f\u0131n\u0131n ihra\u00e7 edilmesine ili\u015fkin garantileri i\u00e7ermiyor gibi g\u00f6r\u00fcn\u00fcyor. Bu durum k\u00fcresel amonyak fiyatlar\u0131 \u00fczerindeki bask\u0131y\u0131 devam ettirip gelecek y\u0131l k\u00fcresel g\u00fcbre arz\u0131n\u0131 k\u0131s\u0131tlayarak mahsul fiyatlar\u0131 \u00fczerinde uzun vadeli art\u0131\u015f bask\u0131s\u0131 yaratabilir.<\/p>\n 3. Borsalar d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131ld\u0131; NVIDIA yine hayal k\u0131r\u0131kl\u0131\u011f\u0131na u\u011frat\u0131rken Tencent \u00c7in’deki d\u00fc\u015f\u00fc\u015f\u00fc tetikledi<\/strong><\/p>\n Ekim ay\u0131na ili\u015fkin g\u00fc\u00e7l\u00fc bir perakende sat\u0131\u015f raporu, zay\u0131flayan talebin Fed’i faiz art\u0131r\u0131mlar\u0131na erkenden son vermeye zorlayaca\u011f\u0131 y\u00f6n\u00fcndeki d\u00fc\u015f\u00fcnceyle ilgili \u015f\u00fcphe yaratt\u0131ktan sonra ABD borsalar\u0131, tekrar d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131lmaya haz\u0131rlan\u0131yor.<\/p>\n NVIDIA’n\u0131n (NASDAQ:NVDA), video oyunlar\u0131 ve kripto para madencili\u011findeki ikiz pandemi balonlar\u0131n\u0131n nas\u0131l patlad\u0131\u011f\u0131n\u0131 g\u00f6steren bir ba\u015fka zay\u0131f rakamlar dizisi de \u2013 \u00f6zellikle teknoloji alan\u0131ndaki \u2013 hissiyata yard\u0131mc\u0131 olmuyor. Ayr\u0131ca Tencent’in (HK:0700) \u00c7ar\u015famba g\u00fcn\u00fc Meituan’daki (HK:3690) hisselerini elden \u00e7\u0131karaca\u011f\u0131n\u0131 duyurmas\u0131 ve bunun Pekin’deki d\u00fczenleyici kurumlarla m\u00fccadelesinin hen\u00fcz bitmedi\u011finin bir i\u015fareti olarak yorumlanmas\u0131 da \u00c7in\u2019in teknoloji hisselerindeki sat\u0131\u015flar\u0131 tetikledi.<\/p>\n Dow Jones 148 puan gerilerken S&P 500 ve Nasdaq 100 de benzer oranlarda d\u00fc\u015ft\u00fc. \u00c7ar\u015famba g\u00fcn\u00fc Nasdaq %1,5 de\u011fer kaybederken Dow %0,1 ve S&P %0,8 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n G\u00fcn\u00fcn ABD kazan\u00e7lar\u0131n\u0131n \u00e7o\u011fu Applied Materials (NASDAQ:AMAT), Palo Alto Networks (NASDAQ:PANW), Ross Stores (NASDAQ:ROST) ve Gap (NYSE:GPS) raporlar\u0131yla kapan\u0131\u015f zilinden sonra a\u00e7\u0131klanacak.<\/p>\n 4. \u0130ngiltere yeni mali planlar\u0131n\u0131 a\u00e7\u0131klayacak<\/strong><\/p>\n \u0130ngiltere h\u00fck\u00fcmeti \u00f6n\u00fcm\u00fczdeki y\u0131l i\u00e7in vergi ve harcama planlar\u0131n\u0131 a\u00e7\u0131klayacak ve Liz Truss’un pervas\u0131z vergi indirimi kumar\u0131n\u0131n yaratt\u0131\u011f\u0131 hasar\u0131 bir umut gidermeye \u00e7al\u0131\u015facak.<\/p>\n Truss’un yerine Rishi Sunak’\u0131n Ba\u015fbakan olmas\u0131ndan bu yana tahvil piyasalar\u0131 toparlan\u0131rken \u0130ngiltere Merkez Bankas\u0131 (BoE) Ba\u015fkan\u0131 Andrew Bailey, \u00c7ar\u015famba g\u00fcn\u00fc parlamentoya yapt\u0131\u011f\u0131 a\u00e7\u0131klamada \u00fclkenin ekonomik yeterlilik konusundaki itibar\u0131n\u0131 onarmas\u0131n\u0131n zaman alaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n Maliye Bakan\u0131 Jeremy Hunt’\u0131n, kamu borcunu orta vadede tekrar d\u00fc\u015f\u00fc\u015f e\u011filimine sokmak amac\u0131yla harcama kesintileri ve vergi art\u0131\u015flar\u0131 aras\u0131nda 60’a 40 oran\u0131nda b\u00f6l\u00fcnm\u00fc\u015f \u00f6nemli bir s\u0131k\u0131la\u015ft\u0131r\u0131c\u0131 maliye politikas\u0131 a\u00e7\u0131klamas\u0131 bekleniyor. Hunt’\u0131n m\u00fczakere etmek zorunda kalaca\u011f\u0131 \u00e7e\u015fitli tuzaklar aras\u0131nda Ulusal Sa\u011fl\u0131k Hizmetindeki devasa birikmi\u015f i\u015fler, huzursuz kamu sekt\u00f6r\u00fc sendikalar\u0131 ve \u0130ngiltere\u2019nin enflasyona ba\u011fl\u0131 \u00f6demeden kaynakl\u0131 artan maliyeti yer al\u0131yor.<\/p>\n 5. Petrol \u00c7in\u2019in stok raporuyla d\u00fc\u015ferken Milley de\u011ferlendirme yapt\u0131<\/strong><\/p>\n \u00c7in’in, ihtiya\u00e7 duydu\u011fundan daha fazla petrol sat\u0131n ald\u0131\u011f\u0131na dair i\u015faretler ve Ukrayna’da bu hafta ya\u015fanan olaylar\u0131n \u00e7at\u0131\u015fmalara bir son verebilece\u011fine dair umutlar nedeniyle ham petrol fiyatlar\u0131 son \u00fc\u00e7 haftan\u0131n en d\u00fc\u015f\u00fck seviyesini test etti.<\/p>\n ABD Genelkurmay Ba\u015fkan\u0131 Mark Milley, d\u00fczenledi\u011fi bas\u0131n toplant\u0131s\u0131nda Ukrayna’n\u0131n yak\u0131n vadede askeri bir zafer kazanmas\u0131n\u0131n m\u00fcmk\u00fcn olmad\u0131\u011f\u0131n\u0131 s\u00f6yleyerek Rusya ile bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri i\u00e7in belirledi\u011fi ko\u015fullar\u0131 yumu\u015fatmas\u0131 ad\u0131na Ukrayna Devlet Ba\u015fkan\u0131 Volodimir Zelenski’ye perde arkas\u0131ndan bask\u0131 yap\u0131ld\u0131\u011f\u0131 y\u00f6n\u00fcndeki spek\u00fclasyonlar\u0131 alevlendirdi.<\/p>\n WTI vadeli i\u015flemleri %1,6 d\u00fc\u015f\u00fc\u015fle 84,20 dolardan i\u015flem g\u00f6r\u00fcrken Brent %1,2 azalarak 91,75 dolardan al\u0131c\u0131 buldu.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar \u2013 Geoffrey Smith Investing.com \u2013 ABD konut ba\u015flang\u0131\u00e7lar\u0131, i\u015fsizlik ba\u015fvurular\u0131 ve Philly Fed anketi ile birlikte b\u00fcy\u00fck bir veri yuma\u011f\u0131 …<\/p>\n","protected":false},"author":6,"featured_media":71343,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[545,413,966],"class_list":["post-71342","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-abd","tag-fed","tag-ukrayna"],"yoast_head":"\n