K\u00fcresel piyasalar, Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n \u00c7ar\u015famba g\u00fcn\u00fc yapt\u0131\u011f\u0131 konu\u015fmayla ba\u015flayan risk partisine kat\u0131l\u0131rken dolar d\u00fc\u015f\u00fc\u015fte. Ancak ABD borsalar\u0131, Powell’\u0131n pek de yeni bir \u015fey s\u00f6ylemedi\u011finin fark\u0131nda. \u00c7in, COVID-19 d\u00fczenlemelerini biraz daha gev\u015feterek risk hissiyat\u0131na destek olsa da Avrupa’dan daha korkun\u00e7 rakamlar geldi. ABD, PCE (ki\u015fisel t\u00fcketim harcamalar\u0131) enflasyonunun yan\u0131 s\u0131ra Ekim ay\u0131 i\u00e7in ki\u015fisel harcama ve gelir verilerini a\u00e7\u0131klayacak. Elon Musk, Apple ile bar\u0131\u015ft\u0131\u011f\u0131n\u0131 s\u00f6yledi ve Kongre, demir yolu sekt\u00f6r\u00fcne bar\u0131\u015f getirmek i\u00e7in harekete ge\u00e7ti.<\/p>\n
\u0130\u015fte 1 Aral\u0131k Per\u015fembe g\u00fcn\u00fc finans piyasalar\u0131nda bilmeniz gerekenler:<\/p>\n
1. \u00c7in karantina k\u0131s\u0131tlamalar\u0131n\u0131 gev\u015fetirken risk art\u0131\u015f\u0131 k\u00fcreselle\u015fiyor<\/strong><\/p>\n Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n, merkez bankas\u0131n\u0131n son politika toplant\u0131s\u0131ndan sonra sundu\u011fu k\u0131lavuzu kelimesi kelimesine tekrarlad\u0131\u011f\u0131 konu\u015fmas\u0131n\u0131n verdi\u011fi co\u015fku ile k\u00fcresel risk varl\u0131klar\u0131 ABD hisseleri gibi y\u00fckseldi.<\/p>\n Brookings Enstit\u00fcs\u00fcnde yapt\u0131\u011f\u0131 konu\u015fmada Powell, Fed\u2019in bu ayki toplant\u0131s\u0131nda faiz art\u0131r\u0131m h\u0131z\u0131n\u0131 b\u00fcy\u00fck olas\u0131l\u0131kla yava\u015flataca\u011f\u0131n\u0131n sinyalini vermi\u015fti. Bu mesaj, Chicago Fed’in ayl\u0131k sat\u0131n alma m\u00fcd\u00fcrleri endeksinde g\u00f6r\u00fclen \u00e7\u00f6k\u00fc\u015fle daha da g\u00fcvenilir hale geldi. Endeks, ABD’nin resesyona \u2013 ve Fed’in kararl\u0131 bir \u015fekilde geri ad\u0131m atmas\u0131na \u2013tahmin edilenden daha yak\u0131n olabilece\u011fini g\u00f6sterdi.<\/p>\n \u00c7in’de art\u0131k baz\u0131 ki\u015filerin toplu izolasyon merkezleri yerine evde karantinaya al\u0131nmas\u0131na izin verecek olan daha esnek COVID-19 k\u0131s\u0131tlamalar\u0131 ve \u00c7in’in Caixin imalat PMI verisindeki \u015fa\u015f\u0131rt\u0131c\u0131 toparlanma ile risk hissiyat\u0131 destek ald\u0131.<\/p>\n 2. ABD\u2019nin veri takvimi: harcama, gelir, PCE ve Challenger i\u015ften \u00e7\u0131karmalar anketi<\/strong><\/p>\n ABD\u2019nin i\u015f g\u00fcc\u00fc piyasas\u0131na dair yeni iki veri daha geliyor: Ayl\u0131k Challenger \u0130\u015ften \u00c7\u0131karmalar anketi ve haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131. \u0130\u015fsizlik rakamlar\u0131 son haftalarda i\u015f g\u00fcc\u00fc piyasas\u0131nda ufak bir yava\u015flamaya i\u015faret etse de \u00c7al\u0131\u015fma bakanl\u0131\u011f\u0131n\u0131n i\u015f olanaklar\u0131 anketi, Ekim ay\u0131nda h\u00e2l\u00e2 1 i\u015fsiz ki\u015fi ba\u015f\u0131na 1,5’in \u00fczerinde a\u00e7\u0131k pozisyon oldu\u011funu g\u00f6sterdi.<\/p>\n \u0130\u015fsizlik ba\u015fvurular\u0131 d\u0131\u015f\u0131nda Ekim ay\u0131na ili\u015fkin ki\u015fisel gelir ve harcama verileri ve Ekim ay\u0131nda bir \u00f6nceki aya k\u0131yasla ufak bir yava\u015flama g\u00f6stermesi beklenen ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat endeksi (Fed’in tercih etti\u011fi enflasyon \u00f6l\u00e7\u00fcs\u00fc-PCE) a\u00e7\u0131klanacak.<\/p>\n Dallas Fed Ba\u015fkan\u0131 Lorie Logan ve Fed Y\u00f6neticisi Michelle Bowman verilerin hemen ard\u0131ndan konu\u015fma yapacak.<\/p>\n Gece Avrupa’dan gelen rakamlar biraz i\u00e7 karart\u0131c\u0131yd\u0131 ancak euro ve sterlin, dolar kar\u015f\u0131s\u0131ndaki y\u00fckseli\u015fe ara vermedi. Almanya\u2019n\u0131n perakende sat\u0131\u015flar\u0131 Ekim}} ay\u0131nda d\u00fc\u015ferken \u0130ngiltere\u2019nin konut fiyatlar\u0131 Kas\u0131m ay\u0131nda, iki y\u0131l\u0131n en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetti.<\/p>\n 3. Borsalar soluklanacak; Musk Apple ile aray\u0131 d\u00fczeltti<\/strong><\/p>\n ABD borsalar\u0131, Powell’\u0131n a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan biraz soluk alacak gibi g\u00f6r\u00fcn\u00fcyor.<\/p>\n Dow Jones 99 puan d\u00fc\u015ferken S&P 500 %0,2 ve Nasdaq 100 %0,4 de\u011fer kaybetti. Bunlar, \u00c7ar\u015famba g\u00fcn\u00fc ana nakit endekslerinin %2,2 ile %4,1 aras\u0131nda elde etti\u011fi kazan\u00e7lara k\u0131yasla k\u00fc\u00e7\u00fck d\u00fczeltmeler. Dow’un kazanc\u0131, \u00f6zellikle, onu ay\u0131 piyasas\u0131 b\u00f6lgesinden \u00e7\u0131kard\u0131.<\/p>\n \u00c7ar\u015famba g\u00fcn\u00fc e\u015f-CEO’su Bret Taylor’\u0131n istifa ederek Marc Benioff’u tek CEO olarak b\u0131rakaca\u011f\u0131n\u0131 a\u00e7\u0131klayan Salesforce’un (NYSE:CRM), ilgi \u00e7ekecek hisseler aras\u0131nda yer almas\u0131 muhtemel. Salesforce hisseleri piyasa \u00f6ncesi i\u015flemlerde %6’n\u0131n \u00fczerinde de\u011fer kaybetti. Snowflake (NYSE:SNOW) de d\u00fcn gece hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan rakamlar\u0131n ard\u0131ndan d\u00fc\u015f\u00fc\u015fe ge\u00e7ti.<\/p>\n \u00d6te yandan Elon Musk’\u0131n Apple ile g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc ve Twitter’\u0131n iPhone \u00fcreticisinin App Store’undan (uygulama ma\u011fazas\u0131) kald\u0131r\u0131lma riski olmad\u0131\u011f\u0131n\u0131 s\u00f6ylemesinin ard\u0131ndan Apple (NASDAQ:AAPL) hisseleri de dikkatleri \u00fczerine \u00e7ekecek.<\/p>\n 4. Kongre, demir yolu sekt\u00f6r\u00fcndeki anla\u015fmazl\u0131\u011f\u0131 \u00e7\u00f6zmek \u00fczere harekete ge\u00e7ti<\/strong><\/p>\n Temsilciler Meclisi, demir yolu i\u015fletmecileri ile sendikalar aras\u0131nda uzun s\u00fcredir devam eden anla\u015fmazl\u0131\u011fa son verilmesini sa\u011flayacak bir yasa tasar\u0131s\u0131n\u0131 kabul etti. 1926 tarihli yasa, Kongrenin, ekonomiyi sekteye u\u011fratmas\u0131 halinde bu t\u00fcr anla\u015fmazl\u0131klara m\u00fcdahale etmesine olanak tan\u0131yor.<\/p>\n Meclis ayr\u0131ca demir yolu i\u015f\u00e7ileri i\u00e7in yedi g\u00fcnl\u00fck \u00fccretli hastal\u0131k iznini onaylayan bir \u00f6nerge de ekledi.<\/p>\n Halihaz\u0131rda sendikalar\u0131n grev yapmalar\u0131, 9 Aral\u0131k’a kadar devam eden bir ‘bekleme\u201d d\u00f6nemiyle engelleniyor. Y\u00f6netim, ulusal bir demir yolu grevinin otomobil ve g\u0131da sekt\u00f6r\u00fcn\u00fcn yan\u0131nda at\u0131k y\u00f6netimi i\u00e7in tedarik zincirlerini ciddi \u015fekilde aksataca\u011f\u0131 konusunda uyar\u0131da bulundu.<\/p>\n Union Pacific (NYSE:UNP) hisseleri bu haber \u00fczerine son iki ay\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n 5. Petrol fiyatlar\u0131, \u00c7in\u2019le ilgili umutlarla son 1 ay\u0131n en y\u00fcksek seviyesinde<\/strong><\/p>\n Yetkililerin son a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan \u00c7in ekonomisinin kal\u0131c\u0131 olarak yeniden a\u00e7\u0131laca\u011f\u0131na dair umutlar\u0131n g\u00fc\u00e7lenmesiyle, ham petrol fiyatlar\u0131 y\u00fckseldi.<\/p>\n COVID-19 ile m\u00fccadele i\u00e7in halk sa\u011fl\u0131\u011f\u0131 \u00f6nlemlerini koordine etmekten sorumlu Ba\u015fbakan Yard\u0131mc\u0131s\u0131 Sun Chunlan, m\u00fccadelenin “yeni bir a\u015famaya” girdi\u011fini s\u00f6yledi ve bask\u0131n Omicron t\u00fcr\u00fcn\u00fcn, \u00f6ncekilere g\u00f6re hastal\u0131\u011fa “daha az” yol a\u00e7t\u0131\u011f\u0131n\u0131 kabul etti.<\/p>\n WTI %1,2 art\u0131\u015fla 81,51 dolar ile son bir haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131. Brent ise %1 artarak 87,81 dolar oldu.<\/p>\n","protected":false},"excerpt":{"rendered":" K\u00fcresel risk i\u015ftah\u0131, Twitter-Apple bar\u0131\u015f\u0131, ki\u015fisel t\u00fcketici fiyatlar\u0131 \u2013 Piyasalarda neler oluyor?<\/p>\n","protected":false},"author":6,"featured_media":74243,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[545,288,413,531],"class_list":["post-74242","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel","tag-abd","tag-cin","tag-fed","tag-veri"],"yoast_head":"\n