{"id":25236,"date":"2025-10-11T05:12:09","date_gmt":"2025-10-11T05:12:09","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=25236"},"modified":"2025-10-11T05:12:09","modified_gmt":"2025-10-11T05:12:09","slug":"kuresel-piyasalarin-gozu-fed-kararinda","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/10\/11\/kuresel-piyasalarin-gozu-fed-kararinda\/","title":{"rendered":"K\u00fcresel piyasalar\u0131n g\u00f6z\u00fc Fed karar\u0131nda"},"content":{"rendered":"<p><p>K\u00fcresel piyasalarda g\u00f6zler bu ak\u015fam ABD Merkez Bankas\u0131n\u0131n (Fed) alaca\u011f\u0131 para politikas\u0131 kararlar\u0131na \u00e7evrildi.<\/p>\n<p>K\u00fcresel piyasalarda ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n izleyece\u011fi ticari ve ekonomik politikalar fiyatlamalar\u0131 zorla\u015ft\u0131rmaya devam ederken, g\u00f6zler bu ak\u015fam ABD Merkez Bankas\u0131n\u0131n (Fed) alaca\u011f\u0131 para politikas\u0131 kararlar\u0131na \u00e7evrildi.<\/p>\n<p>D\u00fcnya genelinde enflasyon-resesyon ikilemi varl\u0131\u011f\u0131n\u0131 korurken, ABD&#8217;nin ticaret konusunda ataca\u011f\u0131 ad\u0131mlar\u0131n \u00fclkede enflasyonla m\u00fccadeleyi sekteye u\u011fratabilece\u011fi endi\u015felerinin g\u00fc\u00e7l\u00fc kalmas\u0131na neden oluyor. S\u00f6z konusu endi\u015felerin g\u00f6lgesinde Fed&#8217;in bug\u00fcnk\u00fc kararlar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015firken, bankan\u0131n politika faizini sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.<\/p>\n<p>Para piyasalar\u0131ndaki fiyatlamalarda bankan\u0131n 3 faiz indirimine gidebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcrken, politika metni ve Fed Ba\u015fkan\u0131 Jerome Powell&#8217;\u0131n s\u00f6zle y\u00f6nlendirmelerinin gelecek d\u00f6nem para politikas\u0131na y\u00f6nelik ipu\u00e7lar\u0131 vermesi bekleniyor.<\/p>\n<p>Analistler, Fed yetkililerinin son d\u00f6nemdeki s\u00f6zle y\u00f6nlendirmelerinde enflasyonla m\u00fccadelenin uzun bir s\u00fcre devam etmesi gerekti\u011fine dikkati \u00e7ekmelerine ve Trump&#8217;\u0131n enflasyonist politikalar\u0131na kar\u015f\u0131n, para piyasalar\u0131nda faiz indirimine y\u00f6nelik fiyatlamalar\u0131n g\u00fc\u00e7lendi\u011fini bildirdi.<\/p>\n<p><b> ABD verileri kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sergiliyor <\/b><\/p>\n<p>D\u00fcn ABD&#8217;de a\u00e7\u0131klanan verilere g\u00f6re \u00fclkede dayan\u0131kl\u0131 mal sipari\u015flerinin tutar\u0131nda ge\u00e7en y\u0131l\u0131n aral\u0131k ay\u0131nda y\u00fczde 2,2 azal\u0131\u015f oldu. \u00dclkede S&#038;P CoreLogic Case-Shiller Ulusal Konut Fiyat Endeksi, ge\u00e7en y\u0131l kas\u0131mda y\u0131ll\u0131k bazda y\u00fczde 3,8 artarak konut fiyatlar\u0131n\u0131n art\u0131\u015f\u0131nda h\u0131zlanmaya i\u015faret etti.<\/p>\n<p>ABD&#8217;de New York Fed T\u00fcketici G\u00fcven Endeksi ise ocakta ayl\u0131k 5,4 puan azal\u0131\u015fla 104,1&#8217;e d\u00fc\u015ferken, piyasa beklentilerinin alt\u0131nda ger\u00e7ekle\u015fti. \u00d6te yandan, ABD&#8217;nin yeni Hazine Bakan\u0131 Scott Bessent&#8217;in kademeli olarak her ay y\u00fczde 2,5 olmak \u00fczere evrensel tarife plan\u0131n\u0131 destekledi\u011fi ve g\u00fcmr\u00fck vergisi oranlar\u0131n\u0131n y\u00fczde 20&#8217;ye kadar \u00e7\u0131kabilece\u011fine dair haber ak\u0131\u015f\u0131 yak\u0131ndan takip ediliyor.<\/p>\n<p>Bununla birlikte, pay piyasalar\u0131nda teknoloji ve yar\u0131 iletken sekt\u00f6r\u00fcnde toparlanma s\u00fcrerken, pazartesi g\u00fcn\u00fc hisseleri y\u00fczde 17 d\u00fc\u015fen ve piyasa de\u011feri yakla\u015f\u0131k 600 milyar dolar azalan ABD&#8217;li \u00e7ip devi Nvidia&#8217;n\u0131n hisseleri d\u00fcn yakla\u015f\u0131k y\u00fczde 9 artt\u0131. \u00c7ip \u015firketi Broadcom&#8217;un hisseleri de yakla\u015f\u0131k y\u00fczde 2,6 art\u0131\u015f kaydetti.<\/p>\n<div>\n<p><b> Bug\u00fcn a\u00e7\u0131klanacak bilan\u00e7olar <\/b><\/p>\n<p>Analistler, bug\u00fcn Meta, Microsoft, Tesla ve IBM gibi teknoloji devlerinin a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7lar\u0131n, piyasalarda hisse ve sekt\u00f6r bazl\u0131 oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini kaydetti.<\/p>\n<p>Bug\u00fcn Fed&#8217;in a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131 \u00f6ncesinde, ABD&#8217;nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,52 seviyesine gerilerken, dolar endeksi ise yatay seyirle 107,8 seviyesinden g\u00fcne ba\u015flad\u0131.<\/p>\n<p>Tahvillerdeki fiyatlamalar\u0131n enflasyon endi\u015fesinin hala g\u00fc\u00e7l\u00fc oldu\u011funa i\u015faret etti\u011fini belirten analistler, g\u00fc\u00e7l\u00fc dolar\u0131n da s\u00f6z konusu endi\u015feyi beslemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc kaydetti.<\/p>\n<p>Alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn y\u00fczde 0,8 art\u0131\u015fla 2 bin 764 dolardan kapan\u0131rken, \u015fu s\u0131ralarda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 alt\u0131nda 2 bin 762 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n<p>Brent petrol\u00fcn varil fiyat\u0131 Trump&#8217;\u0131n petrol \u00fcretimini destekleyen mesajlar\u0131n\u0131n etkisiyle sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlerken, yeni g\u00fcne y\u00fczde 0,4 d\u00fc\u015f\u00fc\u015fle 76,3 dolardan ba\u015flad\u0131.<\/p>\n<p>Bu geli\u015fmelerle New York Borsas\u0131&#8217;nda d\u00fcn, S&#038;P 500 endeksi y\u00fczde 0,92, Nasdaq endeksi y\u00fczde 2,03 ve Dow Jones endeksi y\u00fczde 0,31 y\u00fckseldi. ABD&#8217;de endeks vadeli kontratlar yeni g\u00fcne ise kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n<p>Avrupa borsalar\u0131nda d\u00fcn kar\u0131\u015f\u0131k bir seyir \u00f6ne \u00e7\u0131karken, yar\u0131nki Avrupa Merkez Bankas\u0131n\u0131n (AMB) para politikas\u0131 kararlar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 yer almaya devam ediyor.<\/p>\n<p>Analistler, Trump&#8217;\u0131n politikalar\u0131ndan kaynaklanan belirsizliklere kar\u015f\u0131n, yeni ABD y\u00f6netiminin politikalar\u0131n\u0131n \u00f6zellikle Euro B\u00f6lgesinde b\u00fcy\u00fcmeyi olumsuz etkileyebilece\u011fine y\u00f6nelik \u00f6ng\u00f6r\u00fclerle AMB&#8217;nin bu y\u0131l faiz indirimlerine devam etmesinin beklendi\u011fini s\u00f6yledi.<\/p>\n<p>Para piyasalar\u0131nda fiyatlamalarda AMB&#8217;nin yar\u0131n ki toplant\u0131s\u0131nda politika faizlerinde 25 baz puanl\u0131k indirim yapmas\u0131na kesin g\u00f6zle bak\u0131ld\u0131\u011f\u0131n\u0131 ifade eden analistler, b\u00f6lgede artan resesyon endi\u015felerinin bask\u0131lanmas\u0131 i\u00e7in kademeli bir parasal gev\u015femenin s\u00fcrebilece\u011fini kaydetti.<\/p>\n<p>D\u00fcn, Almanya&#8217;da DAX 40 endeksi y\u00fczde 0,70 ve \u0130ngiltere&#8217;de FTSE 100 endeksi de y\u00fczde 0,35 de\u011fer kazan\u0131rken, Fransa&#8217;da CAC 40 endeksi y\u00fczde 0,12 ve \u0130talya&#8217;da FTSE MIB 30 endeksi 0,12 de\u011fer kaybetti. Avrupa&#8217;da endeks vadeli kontratlar yeni de g\u00fcne kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131.<\/p>\n<p>Asya taraf\u0131nda Japonya&#8217;da pozitif bir seyir izlenirken, \u00c7in, G\u00fcney Kore ve Hong Kong&#8217;da tatil sebebiyle i\u015flemler ger\u00e7ekle\u015fmiyor.<\/p>\n<\/div>\n<div>\n<p>Japonya&#8217;da i\u015flem g\u00f6ren yar\u0131 iletken hisselerinde de toparlanma g\u00f6r\u00fcl\u00fcrken, \u015fu s\u0131ralarda Renesas Electronics y\u00fczde 5,3, yar\u0131 iletken end\u00fcstrisi i\u00e7in test ekipman\u0131 \u00fcreticisi Advantest&#8217;in hisseleri y\u00fczde 2,9 de\u011fer kazand\u0131.<\/p>\n<p>\u00d6te yandan, Japonya&#8217;da bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re ocak ay\u0131 t\u00fcketici g\u00fcven endeksi 35,2 ile beklentilerin alt\u0131nda ger\u00e7ekle\u015fti. Bu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya&#8217;da Nikkei 225 endeksi y\u00fczde 0,7 y\u00fckseli\u015fle i\u015flem g\u00f6r\u00fcyor.<\/p>\n<p><b> Yurt i\u00e7i veri g\u00fcndemi sakin <\/b><\/p>\n<p>Yurt i\u00e7inde d\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul&#8217;da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 1,24 de\u011fer kazanarak 10.121,77 puandan tamamlad\u0131. Dolar\/TL, d\u00fcn yatay seyirle 35,7351&#8217;den kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda y\u00fczde 0,1 art\u0131\u015fla 35,7510 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n<p>Analistler, bug\u00fcn yurt i\u00e7inde veri g\u00fcndeminin sakin, yurt d\u0131\u015f\u0131nda ise ABD&#8217;de Fed&#8217;in faiz karar\u0131n\u0131n yan\u0131 s\u0131ra mortgage ba\u015fvurular\u0131 ve toptan e\u015fya stoklar\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 10.160 ve 10.280 puan\u0131n diren\u00e7, 10.000 ve 9.900 seviyesinin destek konumunda oldu\u011funu kaydetti.<\/p>\n<p>Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n<p>10.00 Almanya, ocak ay\u0131 GfK t\u00fcketici g\u00fcven endeksi<\/p>\n<p>15.00 ABD, haftal\u0131k mortgage ba\u015fvurular\u0131<\/p>\n<p>16.30 ABD, aral\u0131k ay\u0131 toptan e\u015fya stoklar\u0131<\/p>\n<p>22.00 ABD, ocak ay\u0131 Fed&#8217;in faiz karar\u0131<\/p>\n<p>22.30 ABD, Fed Ba\u015fkan\u0131 Powell&#8217;\u0131n konu\u015fmas\u0131<\/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\/kuresel-piyasalarin-gozu-fed-kararinda-3740262<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>K\u00fcresel piyasalarda g\u00f6zler bu ak\u015fam ABD Merkez Bankas\u0131n\u0131n (Fed) alaca\u011f\u0131 para politikas\u0131 kararlar\u0131na \u00e7evrildi.<\/p>\n","protected":false},"author":1,"featured_media":25237,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[245,405,246,379,430],"manset":[],"class_list":["post-25236","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-faiz","tag-fed","tag-piyasa","tag-politika"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25236","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=25236"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25236\/revisions"}],"predecessor-version":[{"id":25238,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25236\/revisions\/25238"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/25237"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=25236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=25236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=25236"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=25236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}