{"id":31484,"date":"2025-10-29T07:48:09","date_gmt":"2025-10-29T07:48:09","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=31484"},"modified":"2025-10-29T07:48:09","modified_gmt":"2025-10-29T07:48:09","slug":"wall-street-tarifeler-hakkinda-ne-dusunuyor","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/10\/29\/wall-street-tarifeler-hakkinda-ne-dusunuyor\/","title":{"rendered":"Wall Street tarifeler hakk\u0131nda ne d\u00fc\u015f\u00fcn\u00fcyor?"},"content":{"rendered":"<div>\n<div> <img decoding=\"async\" src=\"https:\/\/kamucalisanlari.net\/wp-content\/uploads\/2025\/10\/wall-street-tarifeler-hakkinda-ne-dusunuyor-0-2rer1R8b.jpg\"\/> <\/p>\n<div>01<\/div>\n<\/p><\/div>\n<p>ABD\u2019de resesyon ihtimali tahminlerinin yeniden g\u00fcncellenmek durumunda kalabilece\u011fini \u00f6ng\u00f6ren Wall Street\u2019e g\u00f6re \u015firketlerin kar tahminleri \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 da artabilir.<\/p>\n<\/div>\n<div>\n<div> <img decoding=\"async\" src=\"https:\/\/kamucalisanlari.net\/wp-content\/uploads\/2025\/10\/wall-street-tarifeler-hakkinda-ne-dusunuyor-1-pYFE6SiH.jpg\"\/> <\/p>\n<div>02<\/div>\n<\/p><\/div>\n<p> JonesTrading Institutional Services Ba\u015f Piyasa Stratejisti Michael O\u2019Rourke, \u201cBu durum ticareti yava\u015flatacak ve fiyatlar\u0131 art\u0131rarak kar marjlar\u0131n\u0131 daraltacakt\u0131r. Bu da k\u00fcresel ticarette s\u00fcrt\u00fc\u015fme ve bozulma yaratarak yava\u015flayan ekonomiyi daha da yava\u015flatacakt\u0131r. Bence misilleme beklemeliyiz &#8211; ki bu da muhtemelen gerilimin daha da artmas\u0131na yol a\u00e7acakt\u0131r\u201d dedi.<\/p>\n<\/div>\n<div>\n<div> <img decoding=\"async\" src=\"https:\/\/kamucalisanlari.net\/wp-content\/uploads\/2025\/10\/wall-street-tarifeler-hakkinda-ne-dusunuyor-2-u8My1HPO.jpg\"\/> <\/p>\n<div>03<\/div>\n<\/p><\/div>\n<p>Miller Tabak + Co.\u2019dan Matt Maley, \u201cBaz\u0131 yat\u0131r\u0131mc\u0131lar\u0131n son zamanlarda bekledi\u011fi t\u00fcrden bir son dakika rahatlamas\u0131 olmad\u0131. G\u00f6r\u00fcn\u00fc\u015fe g\u00f6re Trump Y\u00f6netimi bu g\u00fcmr\u00fck vergisi politikalar\u0131n\u0131n piyasalar \u00fczerinde yarataca\u011f\u0131 k\u0131sa vadeli etki konusunda endi\u015feli de\u011fil. Bu da \u00f6n\u00fcm\u00fczdeki haftalarda yo\u011fun \u015fekilde kar tahminlerine odaklan\u0131laca\u011f\u0131 anlam\u0131na geliyor. Kar tahminleri d\u00fc\u015fmeye devam ederse, bu durum borsa i\u00e7in daha da b\u00fcy\u00fck olumsuzluk yaratacakt\u0131r\u201d yorumunu yapt\u0131. <\/p>\n<\/div>\n<div>\n<div> <img decoding=\"async\" src=\"https:\/\/kamucalisanlari.net\/wp-content\/uploads\/2025\/10\/wall-street-tarifeler-hakkinda-ne-dusunuyor-3-rVrB7pWr.jpg\"\/> <\/p>\n<div>04<\/div>\n<\/p><\/div>\n<p>JPMorgan Asset Management Fon Y\u00f6neticisi Priya Misra, \u201cBen en \u00e7ok i\u015fletmeleri ve t\u00fcketicileri etkileyen belirsizlik boyutundan endi\u015fe duyuyorum. \u00d6n\u00fcm\u00fczdeki birka\u00e7 ay ya da \u00e7eyrek ticaret m\u00fczakereleriyle ge\u00e7erse, bu belirsizlik y\u00fcksek kalmaya devam edecektir. Zarar\u0131n bir k\u0131sm\u0131n\u0131n \u00e7oktan verilmi\u015f olmas\u0131ndan endi\u015fe ediyorum, dolay\u0131s\u0131yla b\u00fcy\u00fcme \u00fczerindeki etkileri konusunda endi\u015feliyim\u201d de\u011ferlendirmesinde bulundu.<\/p>\n<\/div>\n<div>\n<div> <img decoding=\"async\" src=\"https:\/\/kamucalisanlari.net\/wp-content\/uploads\/2025\/10\/wall-street-tarifeler-hakkinda-ne-dusunuyor-4-WXs1nuP8.jpg\"\/> <\/p>\n<div>05<\/div>\n<\/p><\/div>\n<p> Columbia Threadneedle\u2019dan Ed Al-Hussainy de tarifeleri k\u0131sa vadede b\u00fcy\u00fcme i\u00e7in negatif, enflasyon i\u00e7in yukar\u0131 y\u00f6nl\u00fc bir geli\u015fme olarak de\u011ferlendirdi.<\/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\/wall-street-tarifeler-hakkinda-ne-dusunuyor-3745301<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wall Street&#8217;teki stratejist ve yat\u0131r\u0131mc\u0131lar Trump&#8217;\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 tarifelerin b\u00fcy\u00fcme \u00fczerinde a\u015fa\u011f\u0131, enflasyon \u00fczerinde yukar\u0131 y\u00f6nl\u00fc etkileri olmas\u0131n\u0131 bekliyor.<\/p>\n","protected":false},"author":1,"featured_media":31485,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"manset":[],"class_list":["post-31484","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/31484","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=31484"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/31484\/revisions"}],"predecessor-version":[{"id":31491,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/31484\/revisions\/31491"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/31485"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=31484"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=31484"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=31484"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=31484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}