{"id":12180,"date":"2024-09-22T02:00:07","date_gmt":"2024-09-22T02:00:07","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=12180"},"modified":"2024-09-22T02:00:07","modified_gmt":"2024-09-22T02:00:07","slug":"fitch-ve-sp-fedin-faiz-indirimini-degerlendirdi","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/09\/22\/fitch-ve-sp-fedin-faiz-indirimini-degerlendirdi\/","title":{"rendered":"Fitch ve S&P Fed\u2019in faiz indirimini de\u011ferlendirdi"},"content":{"rendered":"
\n

S&P Global’den yap\u0131lan a\u00e7\u0131klamada, faiz oranlar\u0131n\u0131n son zamanlardaki en y\u00fcksek seviyelerine yak\u0131n seyretti\u011fi ve enflasyonun yava\u015flad\u0131\u011f\u0131 Kolombiya, Filipinler ve Meksika’da, piyasalar\u0131n \u00f6nemli faiz indirimlerini fiyatlad\u0131\u011f\u0131 belirtilerek, buna kar\u015f\u0131n Brezilya Merkez Bankas\u0131n\u0131n artan enflasyon ve mali belirsizlik nedeniyle 25 baz puanl\u0131k faiz art\u0131\u015f\u0131yla ters y\u00f6nde hareket etti\u011fi kaydedildi.<\/p>\n

A\u00e7\u0131klamada, d\u00fc\u015fen enflasyon ve iyile\u015fen reel gelirler sayesinde daha g\u00fc\u00e7l\u00fc i\u00e7 taleple desteklenen geli\u015fmekte olan piyasalarda ikinci \u00e7eyrekte ekonomik b\u00fcy\u00fcmenin genel olarak g\u00fc\u00e7l\u00fc oldu\u011fu vurguland\u0131.<\/p>\n<\/div>\n

\n

Fed’in 50 baz puanl\u0131k faiz indirimine i\u015faret edilen a\u00e7\u0131klamada, geli\u015fmekte olan piyasalarda da merkez bankalar\u0131n\u0131n faiz indirimlerine devam etmesinin veya ba\u015flamas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n

A\u00e7\u0131klamada, bu durumun 2024 sonu ve 2025 ba\u015f\u0131nda i\u00e7 talebi art\u0131raca\u011f\u0131na i\u015faret edilerek, “Enerji fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f \u00f6zellikle Tayland, Filipinler, Macaristan, T\u00fcrkiye, \u015eili ve Hindistan gibi net enerji ithalat\u00e7\u0131lar\u0131 i\u00e7in merkez bankalar\u0131n\u0131n faiz indirimlerini daha da destekleyebilir. Daha d\u00fc\u015f\u00fck ithalat maliyetleri cari hesaplar\u0131 iyile\u015ftirebilir ve para birimlerini g\u00fc\u00e7lendirebilir.” de\u011ferlendirmesinde bulunuldu.<\/p>\n

S&P Global’in a\u00e7\u0131klamas\u0131nda, ABD ekonomisindeki belirsizlik, devam eden iki \u00e7at\u0131\u015fman\u0131n jeopolitik riski ve siyasi belirsizliklerin gelecekte piyasa oynakl\u0131\u011f\u0131na zemin haz\u0131rlayabilece\u011fi ifade edildi.<\/p>\n

Fitch: Konut piyasas\u0131nda bask\u0131y\u0131 azaltacak<\/b><\/p>\n

Fitch’ten yap\u0131lan a\u00e7\u0131klamada, ABD Merkez Bankas\u0131n\u0131n (Fed) faiz indirimlerinin \u00fclkede konut piyasas\u0131ndaki bask\u0131lar\u0131 azaltaca\u011f\u0131n\u0131 ancak mortgage oranlar\u0131n\u0131n 2027’den \u00f6nce y\u00fczde 5’in alt\u0131na d\u00fc\u015fmesinin muhtemel olmad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

ABD’de 30 y\u0131l vadeli mortgage oran\u0131 ile 10 y\u0131l vadeli Hazine tahvili faizinin Fed’in 50 baz puanl\u0131k indirimini zaten fiyatland\u0131rd\u0131\u011f\u0131 kaydedilen a\u00e7\u0131klamada, daha fazla indirimle bile mortgage oran\u0131n\u0131n y\u00fczde 5’e d\u00fc\u015fmesinin, iki oran aras\u0131ndaki fark\u0131n Kovid-19 salg\u0131n\u0131 \u00f6ncesi ortalamalar\u0131na d\u00f6nmesine ba\u011fl\u0131 oldu\u011fu vurguland\u0131.<\/p>\n

A\u00e7\u0131klamada, 10 y\u0131l vadeli Hazine tahvili faizinin bu yaz para politikas\u0131n\u0131n gev\u015fetilece\u011fi beklentisiyle d\u00fc\u015fmesi nedeniyle Fed’in faiz indiriminin ard\u0131ndan daha az d\u00fc\u015f\u00fc\u015f alan\u0131na sahip oldu\u011funa i\u015faret edildi.<\/p>\n

Hazine tahvili faizinin 2026’y\u0131 y\u00fczde 3,50’de tamamlamas\u0131n\u0131n beklendi\u011fi aktar\u0131lan a\u00e7\u0131klamada, tarihsel ortalama fark ele al\u0131nd\u0131\u011f\u0131nda bunun y\u00fczde 5,20 mortgage oran\u0131yla sonu\u00e7lanaca\u011f\u0131 kaydedildi.<\/p>\n

A\u00e7\u0131klamada, konut talebinin A\u011fustos 2023’ten bu yana zay\u0131flad\u0131\u011f\u0131 ancak uzun vadeli ortalamalar\u0131n \u00fczerinde kalmaya devam etti\u011fine dikkat \u00e7ekilerek, mortgage oranlar\u0131nda daha fazla d\u00fc\u015f\u00fc\u015f\u00fcn sat\u0131n al\u0131nabilirli\u011fi iyile\u015ftirmeye ve talebi desteklemeye yard\u0131mc\u0131 olaca\u011f\u0131, ancak d\u00fc\u015f\u00fck envanterin muhtemelen mortgage oranlar\u0131 y\u00fczde 5’e yakla\u015fana kadar konut sat\u0131\u015flar\u0131n\u0131 s\u0131n\u0131rlayaca\u011f\u0131 ifade edildi.<\/p>\n

ABD’de toplam konut envanterinin bu y\u0131l genel olarak artmas\u0131na ra\u011fmen salg\u0131n \u00f6ncesi seviyelerin alt\u0131nda<\/b> oldu\u011fu vurgulanan a\u00e7\u0131klamada, konut sat\u0131\u015flar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 80’ini olu\u015fturan ikinci el konut arz\u0131n\u0131 iyile\u015ftirmenin fiyatlar\u0131 ve konut piyasas\u0131 faaliyetini iyile\u015ftirmek i\u00e7in gerekli oldu\u011fu aktar\u0131ld\u0131.<\/p>\n<\/div>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/fitch-ve-s-p-fedin-faiz-indirimini-degerlendirdi-2360644<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Uluslararas\u0131 kredi derecelendirme kurulu\u015flar\u0131 Fed\u2019in faiz indirimlerine dair de\u011ferlendirmelerde bulundu. Fitch Ratings, ABD konut piyasas\u0131n\u0131n arz\u0131 ve sat\u0131n al\u0131nabilirli\u011fi art\u0131rmak i\u00e7in daha fazla faiz indirimine ihtiyac\u0131 oldu\u011funu kaydetti. S&P…<\/p>\n","protected":false},"author":1,"featured_media":12181,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[104,405,214,233,379],"manset":[],"class_list":["post-12180","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-aciklamada","tag-faiz","tag-konut","tag-oran","tag-piyasa"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/12180","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=12180"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/12180\/revisions"}],"predecessor-version":[{"id":12182,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/12180\/revisions\/12182"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/12181"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=12180"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=12180"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=12180"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=12180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}