{"id":11220,"date":"2024-09-19T07:48:06","date_gmt":"2024-09-19T07:48:06","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=11220"},"modified":"2024-09-19T07:48:06","modified_gmt":"2024-09-19T07:48:06","slug":"abdde-kritik-veri-oncesi-ekonomistler-ne-diyor","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/09\/19\/abdde-kritik-veri-oncesi-ekonomistler-ne-diyor\/","title":{"rendered":"ABD&#8217;de kritik veri \u00f6ncesi ekonomistler ne diyor?"},"content":{"rendered":"<div>\n<p>ABD\u2019de A\u011fustos ay\u0131 t\u00fcketici enflasyonu verileri Fed\u2019in gelecek haftaki toplant\u0131s\u0131 i\u00e7in verece\u011fi sinyaller a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenecek.<\/p>\n<p>Bloomberg anketine g\u00f6re T\u00dcFE\u2019de ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k y\u00fczde 2,5 art\u0131\u015f a\u00e7\u0131klanmas\u0131 bekleniyor. \u00c7ekirdek T\u00dcFE\u2019de de ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k y\u00fczde 3,2 art\u0131\u015f a\u00e7\u0131klanaca\u011f\u0131 tahmin ediliyor.<\/p>\n<p>Citigroup Inc. ekonomistleri Veronica Clark ve Andrew Hollenhorst 9 Eyl\u00fcl tarihli raporlar\u0131nda, \u201cEnflasyon verileri Fed\u2019in politika kararlar\u0131 a\u00e7\u0131s\u0131ndan i\u015fg\u00fcc\u00fc piyasas\u0131 verilerine g\u00f6re h\u0131zla geri planda kal\u0131yor, ancak a\u011fustos ay\u0131 istihdam verisinin net bir fikir vermemesiyle birlikte A\u011fustos ay\u0131 T\u00dcFE verileri etkili olabilir\u201d dedi.<\/p>\n<\/div>\n<div>\n<p>Ekonomistler, i\u015fg\u00fcc\u00fc piyasas\u0131 ve faaliyete y\u00f6nelik a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskler g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, faiz indirimlerine daha b\u00fcy\u00fck \u00f6l\u00e7ekli bir ba\u015flang\u0131\u00e7 i\u00e7in \u00e7\u0131tan\u0131n d\u00fc\u015f\u00fck olabilece\u011fi de\u011ferlendirmesinde bulundular.<\/p>\n<p>Bloomberg Ekonomistleri Anna Wong ile Chris Collins de \u201cE\u011fer Fed 17-18 Eyl\u00fcl\u2019deki FOMC toplant\u0131s\u0131nda 50 baz puanl\u0131k bir faiz indirimine gitmek isterse, A\u011fustos ay\u0131 i\u00e7in bekledi\u011fimiz d\u00fc\u015f\u00fck \u00e7ekirdek T\u00dcFE verisi buna engel olmayacakt\u0131r.<\/p>\n<p>Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n 50 baz puanl\u0131k bir indirime meyilli oldu\u011funu d\u00fc\u015f\u00fcnsek de, FOMC\u2019nin \u00e7o\u011funlu\u011fu 25 baz puanl\u0131k bir hamleyi tercih ediyor. E\u011fer bu ay b\u00fcy\u00fck bir indirimden vazge\u00e7erlerse &#8211; ki bizce olas\u0131l\u0131klar biraz daha k\u00fc\u00e7\u00fck bir indirimi destekliyor &#8211; Fed e\u011frinin daha da gerisine d\u00fc\u015fme riskiyle kar\u015f\u0131 kar\u015f\u0131ya kalacak ve h\u0131zla zay\u0131flayan i\u015fg\u00fcc\u00fc piyasas\u0131na destek sa\u011flama f\u0131rsat\u0131n\u0131 ka\u00e7\u0131rm\u0131\u015f olacak\u201d yorumunu yapt\u0131lar.<\/p>\n<p>\u00d6te yandan Teminatl\u0131 Gecelik Finansman Oran\u0131na (SOFR) ba\u011fl\u0131 opsiyonlardaki son hareketlilik, yat\u0131r\u0131mc\u0131lar\u0131n Fed\u2019in 29 Ocak\u2019taki politika karar\u0131na kadar yakla\u015f\u0131k 150 baz puanl\u0131k indirim i\u00e7in pozisyonlar\u0131 art\u0131rd\u0131klar\u0131na i\u015faret ediyor. \u015eu anda swap piyasas\u0131 taraf\u0131ndan ayn\u0131 senaryo fiyatlan\u0131yor.<\/p>\n<\/div>\n<\/p>\n<p><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.bloomberght.com\/abd-de-kritik-veri-oncesi-ekonomistler-ne-diyor-2360004<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ABD&#8217;de Fed&#8217;in Eyl\u00fcl toplant\u0131s\u0131 \u00f6ncesi son enflasyon verisinde ekonomistler detaylarda olas\u0131 gev\u015femenin boyutuna ili\u015fkin sinyalleri arayacak.<\/p>\n","protected":false},"author":1,"featured_media":11221,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[246,543],"manset":[],"class_list":["post-11220","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-fed","tag-indirim"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/11220","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=11220"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/11220\/revisions"}],"predecessor-version":[{"id":11222,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/11220\/revisions\/11222"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/11221"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=11220"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=11220"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=11220"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=11220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}