Yazar – Geoffrey Smith<\/p>\n
Investing.com — \u00dc\u00e7 y\u0131ld\u0131r ilk kez COVID-19’suz bir \u015eahane Cuma ya\u015fan\u0131yor ve ara\u015ft\u0131rmalar, y\u00fcksek enflasyona ra\u011fmen ma\u011faza sat\u0131\u015flar\u0131nda sa\u011fl\u0131kl\u0131 bir toparlanmaya i\u015faret ediyor. \u00c7in, emlak sekt\u00f6r\u00fcn\u00fcn i\u00e7inde bulundu\u011fu k\u00f6t\u00fc durumu hafifletmek i\u00e7in para politikas\u0131n\u0131 biraz daha yumu\u015fatt\u0131. Almanya ekonomisi \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte beklenenden daha fazla b\u00fcy\u00fcd\u00fc ve Avrupa genelinde i\u015f g\u00fcveninde ya\u015fanan sert d\u00fc\u015f\u00fc\u015f dibi g\u00f6rm\u00fc\u015f gibi g\u00f6r\u00fcn\u00fcyor. Elon Musk, Twitter’da ask\u0131ya al\u0131nan hesaplar i\u00e7in genel bir af ilan etti ancak Tesla’daki ara\u00e7 iadeleri y\u00fcz\u00fcnden i\u015fler iyi gitmiyor. Ve AB, do\u011fal gaz ve Rus petrol\u00fc i\u00e7in \u00f6nerilen fiyat tavan\u0131 konusunda anla\u015fam\u0131yor.<\/p>\n
\u0130\u015fte 25 Kas\u0131m Cuma g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. \u00c7in faizlerde yine indirime gitti<\/strong><\/p>\n \u00c7in Merkez Bankas\u0131 para politikas\u0131n\u0131 yeniden geni\u015fleterek konut kredisi balonunun patlamas\u0131yla m\u00fccadele eden finansal sistemi desteklemek i\u00e7in son bir ad\u0131m daha att\u0131.<\/p>\n Banka, \u00e7o\u011fu banka i\u00e7in zorunlu kar\u015f\u0131l\u0131k oran\u0131n\u0131 25 baz puan d\u00fc\u015f\u00fcrerek ekonomiye yakla\u015f\u0131k 500 milyar yuan (1 dolar = 7,1664 yuan) likidite enjekte edece\u011fini s\u00f6yledi. Bu karar, b\u00fcy\u00fck devlet bankalar\u0131n\u0131n sekt\u00f6re yakla\u015f\u0131k 200 milyar dolar taze kredi sunacaklar\u0131n\u0131 a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan geldi.<\/p>\n Banka bu y\u0131l politikay\u0131 \u00e7ok fazla geni\u015fletme konusunda isteksiz davrand\u0131 ancak y\u0131l boyunca azalan enflasyon<\/span> ile ilgili son geli\u015fmeler, likidite musluklar\u0131n\u0131 a\u00e7mak i\u00e7in hareket alan\u0131 sa\u011flad\u0131.<\/p>\n 2. \u015eahane Cuma online sat\u0131c\u0131lara de\u011fil, d\u00fckkanlara yarayacak<\/strong><\/p>\n Son \u00fc\u00e7 y\u0131ld\u0131r COVID-19 sonras\u0131 ilk \u015eahane Cuma, fiziksel ma\u011fazalar\u0131n online al\u0131\u015fveri\u015fe kar\u015f\u0131 \u00fcst\u00fcnl\u00fc\u011f\u00fcn\u00fc, bir g\u00fcnl\u00fc\u011f\u00fcne de olsa yeniden ortaya koymaya haz\u0131rlan\u0131yor.<\/p>\n Mastercard (NYSE:MA<\/span>) SpendingPulse, fiziksel ma\u011fazalardaki sat\u0131\u015flar\u0131n ge\u00e7en y\u0131la g\u00f6re %18 artmas\u0131n\u0131 beklerken online sat\u0131\u015flar\u0131n sadece %3,7 artmas\u0131 bekleniyor – bu art\u0131\u015f, enflasyon<\/span> oran\u0131ndan daha az.<\/p>\n Bu y\u0131l seyahat, yemek ve konaklama maliyetlerindeki b\u00fcy\u00fck art\u0131\u015f g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda tatil, t\u00fcketici morali a\u00e7\u0131s\u0131ndan zorlu bir s\u0131nav niteli\u011fi ta\u015f\u0131yor. Ge\u00e7en hafta yay\u0131mlanan Michigan T\u00fcketici Duyarl\u0131l\u0131\u011f\u0131<\/span> endeksi, devletin c\u00f6mert destek \u00f6demeleri ve s\u0131f\u0131r faiz oranlar\u0131n\u0131n, mevsimsel bir savurganl\u0131\u011fa izin verdi\u011fi pandemi s\u0131ras\u0131nda herhangi bir zamanda oldu\u011fundan \u00e7ok daha d\u00fc\u015f\u00fckt\u00fc.<\/p>\n 3. Hisse senetleri tatil ticaretinde y\u00fckseli\u015fe ge\u00e7ti; g\u00f6zler ara\u00e7 iadesi isteyen Tesla’da<\/strong><\/p>\n ABD borsalar\u0131 k\u0131sa s\u00fcrecek bir seans\u0131 y\u00fckseli\u015fle a\u00e7maya haz\u0131rlan\u0131yor ancak \u00e7o\u011fu kat\u0131l\u0131mc\u0131n\u0131n piyasadan uzakta olaca\u011f\u0131 bir g\u00fcnde, piyasa hareketleri konusunda \u00e7ok heyecanlanan birini g\u00f6rmek zor.<\/p>\n Dow Jones<\/span> 72 puan y\u00fckselirken S&P 500<\/span> benzer miktarda art\u0131\u015f ya\u015fad\u0131 ve Nasdaq 100<\/span> Sal\u0131 g\u00fcnk\u00fc kapan\u0131\u015fa g\u00f6re genel olarak yatay seyretti. Ana destekleyici fakt\u00f6r h\u00e2l\u00e2, Fed’in Sal\u0131 g\u00fcnk\u00fc toplant\u0131 tutanaklar\u0131<\/span>nda Aral\u0131k ay\u0131ndan itibaren daha k\u00fc\u00e7\u00fck faiz<\/span> art\u0131\u015flar\u0131na ge\u00e7ebilece\u011fi y\u00f6n\u00fcndeki ana fikir olmaya devam ediyor.<\/p>\n \u00a0\u0130lgi \u00e7ekebilecek hisse senetleri aras\u0131nda, baz\u0131 otomobillerin arka lambalar\u0131n\u0131 etkileyen bir yaz\u0131l\u0131m hatas\u0131 nedeniyle y\u0131l\u0131n 19. kez iade duyurusu yay\u0131mlamak zorunda kalan Tesla (NASDAQ:TSLA<\/span>) yer al\u0131yor. Bu arada \u00c7in’in d\u00fczenleyici kurumu, emniyet kemeri sorunlar\u0131 ve olas\u0131 batarya ar\u0131zas\u0131 nedeniyle yakla\u015f\u0131k 70.000 Tesla arac\u0131n\u0131n geri \u00e7a\u011fr\u0131lmas\u0131n\u0131 emretti.<\/p>\n Bu iade talepleri, CEO Elon Musk’\u0131n i\u015finin daha da zorla\u015ft\u0131\u011f\u0131 anlam\u0131na geliyor. Twitter’da ask\u0131ya al\u0131nan baz\u0131 hesaplar i\u00e7in \u00e7\u0131karan Musk, \u00f6zel bir konsey toplamadan \u00f6nce bu konuda bir karar almayaca\u011f\u0131n\u0131 s\u00f6ylemi\u015fti.<\/p>\n 4. Avrupa’dan \u015fimdilik iyi haberler geliyor<\/strong><\/p>\n Avrupa’da; Almanya’n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fe ili\u015fkin gayri safi yurt i\u00e7i has\u0131la<\/span> verisinin yukar\u0131 y\u00f6nl\u00fc revize edilmesi ve \u00fclkenin ana t\u00fcketici g\u00fcven endeksinin art\u0131k dibi g\u00f6rm\u00fc\u015f oldu\u011funa dair yeni i\u015faretler var.<\/p>\n T\u00fcketicilerin bast\u0131r\u0131lm\u0131\u015f seyahat talebi ve sanayideki tedarik zinciri darbo\u011fazlar\u0131nda hafifleme g\u00f6r\u00fclmesi sayesinde, artan enerji fiyatlar\u0131n\u0131n etkisi hafifledi ve Almanya, Eyl\u00fcl ay\u0131na kadarki \u00e7eyrekte ilk ba\u015fta bildirilen %0,3 yerine %0,4 b\u00fcy\u00fcme g\u00f6sterdi.<\/p>\n Baz\u0131 c\u00f6mert toplu \u00f6deme anla\u015fmalar\u0131 ve h\u00fck\u00fcmetin gaz ve elektrik fiyatlar\u0131n\u0131 s\u0131n\u0131rlamaya y\u00f6nelik tedbirlerinin a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan GfK t\u00fcketici iklimi<\/span> endeksi, \u00fcst \u00fcste ikinci ayda da y\u00fckseli\u015fe ge\u00e7ti.<\/p>\n \u0130talya’da yeni h\u00fck\u00fcmetin olduk\u00e7a h\u0131zl\u0131 bir \u015fekilde kurulmas\u0131n\u0131n ard\u0131ndan t\u00fcketici<\/span> ve i\u015f d\u00fcnyas\u0131 g\u00fcveninde<\/span> de b\u00fcy\u00fck toparlanmalar ya\u015fan\u0131rken \u0130spanya’da \u00fcretici fiyat enflasyonu<\/span>, Eyl\u00fcl ay\u0131nda %36,5 iken Ekim ay\u0131nda %25,1’e geriledi.<\/p>\n 5. AB’nin petrol ve do\u011fal gaz pazarl\u0131\u011f\u0131 s\u00fcr\u00fcyor<\/strong><\/p>\n Ham petrol fiyatlar\u0131; COVID-19 vaka say\u0131lar\u0131n\u0131n yeni rekor seviyelere y\u00fckselmesiyle \u00c7in’de hareketlili\u011fin giderek daha da azalaca\u011f\u0131na dair i\u015faretlere ra\u011fmen toparland\u0131.<\/p>\n WTI<\/span> vadeli i\u015flemleri %2,4 art\u0131\u015fla 79,81 dolardan, Brent<\/span> vadeli i\u015flemleri ise %1,7 art\u0131\u015fla varil ba\u015f\u0131na 86,83 dolardan i\u015flem g\u00f6rd\u00fc.<\/p>\n Avrupa Birli\u011fi, Rus petrol\u00fc ihracat\u0131na ve do\u011fal gaz<\/span> i\u00e7in g\u00f6sterge niteli\u011findeki toptan sat\u0131\u015f fiyatlar\u0131na tavan fiyat getirme planlar\u0131 konusunda karga\u015fa ya\u015famaya devam ediyor. \u0130spanya ve di\u011fer \u00fclkelerin \u00fcst s\u0131n\u0131r\u0131n y\u00fcr\u00fcrl\u00fc\u011fe giremeyecek kadar y\u00fcksek belirlendi\u011fi y\u00f6n\u00fcndeki protestolar\u0131n\u0131n ard\u0131ndan blok, bu konudaki karar\u0131n\u0131 Aral\u0131k ay\u0131ndaki bir ba\u015fka toplant\u0131ya ertelemek zorunda kald\u0131. Daha d\u00fc\u015f\u00fck bir \u00fcst s\u0131n\u0131r i\u00e7in bask\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde, \u00f6n\u00fcm\u00fczdeki alt\u0131 ay boyunca t\u00fcketimi desteklemek i\u00e7in Almanya kadar mali alana sahip olmayan \u00fclkelerden geliyor.<\/p>\n","protected":false},"excerpt":{"rendered":" Yazar – Geoffrey Smith Investing.com — \u00dc\u00e7 y\u0131ld\u0131r ilk kez COVID-19’suz bir \u015eahane Cuma ya\u015fan\u0131yor ve ara\u015ft\u0131rmalar, y\u00fcksek enflasyona ra\u011fmen …<\/p>\n","protected":false},"author":1,"featured_media":73059,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[288,2846],"class_list":["post-73058","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-cin","tag-tuketici"],"yoast_head":"\n