{"id":6245,"date":"2024-07-16T06:36:06","date_gmt":"2024-07-16T06:36:06","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=6245"},"modified":"2024-07-16T06:36:06","modified_gmt":"2024-07-16T06:36:06","slug":"kuresel-piyasalarda-trumpin-yeniden-secilme-ihtimali","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/07\/16\/kuresel-piyasalarda-trumpin-yeniden-secilme-ihtimali\/","title":{"rendered":"K\u00fcresel piyasalarda Trump\u2019\u0131n yeniden se\u00e7ilme ihtimali"},"content":{"rendered":"
\n

Yurt i\u00e7inde piyasalar pazartesi g\u00fcnk\u00fc resmi tatilin ard\u0131ndan i\u015flem g\u00f6rmeye bug\u00fcn ba\u015flarken, Wall Street Borsalar\u0131 d\u00fcn rekora yak\u0131n seviyelerden kapan\u0131\u015f ger\u00e7ekle\u015ftirdi.<\/p>\n

S&P 500 endeksi y\u00fczde 0,28 y\u00fckseli\u015fle 5.631,2 seviyesine \u00e7\u0131kt\u0131. Bu sabah TS\u0130 07:41 itibar\u0131yla ABD vadeli endeksleri art\u0131da.<\/p>\n

Asya\u2019da hisse senedi endeksleri ise Trump\u2019\u0131n yeniden se\u00e7ilme ihtimaline ba\u011fl\u0131 endi\u015felerle Wall Street y\u00fckseli\u015fini takip edemedi. Japon Nikkei 225 yendeki de\u011fer kayb\u0131n\u0131n ihracat\u00e7\u0131 \u015firket hisselerini olumlu etkilemesiyle y\u00fczde 0,28 y\u00fckselirken, Hong Kong Hang Seng y\u00fczde 1,37 ekside. Yendeki d\u00fc\u015f\u00fc\u015fte de Trump d\u00f6neminde para biriminin daha zay\u0131f kalaca\u011f\u0131 beklentisi etkili oldu.<\/p>\n<\/div>\n

\n

Melbourne\u2019de Capital.com\u2019da k\u0131demli analist olan Kyle Rodda, yat\u0131r\u0131mc\u0131lar\u0131n Trump\u2019\u0131n hangi \u00fclkeleri dost ya da d\u00fc\u015fman olarak g\u00f6rece\u011fine g\u00f6re hareket ettiklerini s\u00f6yledi. Rodda, Trump\u2019\u0131n se\u00e7ilmesi senaryosunda ABD i\u00e7in Japonya\u2019n\u0131n dost, \u00c7in\u2019in ise k\u00f6t\u00fc g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi ve \u015fu anda Japon varl\u0131klar\u0131nda uzun pozisyona kar\u015f\u0131l\u0131k, \u00c7in varl\u0131klar\u0131nda k\u0131sa pozisyonlar\u0131n a\u00e7\u0131ld\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

ABD\u2019nin 30 y\u0131ll\u0131k tahvil getirisi d\u00fcn ocak ay\u0131ndan bu yana ilk kez 2 y\u0131ll\u0131k tahvil getirisinin \u00fczerine \u00e7\u0131kt\u0131. D\u00fcn y\u00fczde 0,21 y\u00fckselen Bloomberg Dolar Endeksi bu sabah yine hafif art\u0131da.<\/p>\n

Powell\u2019dan son \u00fc\u00e7 veriye vurgu<\/b><\/p>\n

Fed Ba\u015fkan\u0131 Jerome Powell, a\u00e7\u0131klanan son ekonomik verilerin politika yap\u0131c\u0131lara enflasyonun y\u00fczde 2\u2019lik hedefe do\u011fru ilerledi\u011fine dair daha fazla g\u00fcven verdi\u011fini ve muhtemelen yak\u0131n vadede faiz indirmelerinin \u00f6n\u00fcn\u00fc a\u00e7t\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

Pazartesi g\u00fcn\u00fc Washington DC Ekonomi Kul\u00fcb\u00fc\u2019nde David Rubenstein ile yapt\u0131\u011f\u0131 s\u00f6yle\u015fide Powell, \u201c\u0130lk \u00e7eyrekte ilave bir g\u00fcven kazanmad\u0131k, ancak ge\u00e7en haftaki de dahil olmak \u00fczere a\u00e7\u0131klanan \u00fc\u00e7 enflasyon verisi, g\u00fcvene bir miktar katk\u0131da bulundu\u201d dedi. \u201cArt\u0131k enflasyon d\u00fc\u015ft\u00fc\u011f\u00fcne ve i\u015fg\u00fcc\u00fc piyasas\u0131 ger\u00e7ekten so\u011fudu\u011funa g\u00f6re, her iki yetkimize de bakaca\u011f\u0131z\u201d diyen Powell, \u201c\u0130kisi \u00e7ok daha iyi bir denge i\u00e7inde\u201d de\u011ferlendirmesinde bulundu.<\/p>\n

Powell, i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n \u201cart\u0131k a\u015f\u0131r\u0131 \u0131s\u0131nm\u0131\u015f durumda\u201d olmad\u0131\u011f\u0131n\u0131 ve \u201cbeklenmedik bir zay\u0131flaman\u0131n\u201d Fed\u2019i harekete ge\u00e7irebilece\u011fini s\u00f6yledi. Federal A\u00e7\u0131k Piyasa Komitesi bir sonraki toplant\u0131s\u0131n\u0131 30-31 Temmuz tarihlerinde ger\u00e7ekle\u015ftirecek ve Fed\u2019in bu toplant\u0131da faiz oranlar\u0131n\u0131 sabit tutmas\u0131 bekleniyor.<\/p>\n

Yat\u0131r\u0131mc\u0131lar, eyl\u00fcl ay\u0131ndan itibaren ba\u015flamak \u00fczere ABD\u2019de 2024 y\u0131l\u0131 sonuna kadar en az iki faiz indirimine gidilece\u011fini fiyatl\u0131yor. Bu y\u0131l \u00fc\u00e7 faiz indirimi ger\u00e7ekle\u015fmesi ihtimali de pazartesi g\u00fcn\u00fc bir ara y\u00fczde 60\u2019\u0131n \u00fczerini test etti. Goldman Sachs ekonomistleri Fed\u2019in ilk faiz indiriminin temmuz ay\u0131 gibi k\u0131sa bir s\u00fcre i\u00e7inde ger\u00e7ekle\u015fmesi i\u00e7in \u201csa\u011flam bir gerek\u00e7e g\u00f6rd\u00fcklerini\u201d belirttiler.<\/p>\n<\/div>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/kuresel-piyasalarda-trumpin-yeniden-secilme-ihtimali-2356520<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

ABD\u2019de ba\u015fkanl\u0131k i\u00e7in yar\u0131\u015fan Donald Trump\u2019a y\u00f6nelik suikast giri\u015fiminin ard\u0131ndan piyasalarda Trump’\u0131n se\u00e7im yar\u0131\u015f\u0131n\u0131 kazanaca\u011f\u0131na y\u00f6nelik i\u015flemler artt\u0131. Yat\u0131r\u0131mc\u0131lar Trump\u2019\u0131n hangi \u00fclkeleri dost ya da d\u00fc\u015fman olarak g\u00f6rece\u011fine g\u00f6re hareket etti….<\/p>\n","protected":false},"author":1,"featured_media":6246,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[405,246],"manset":[],"class_list":["post-6245","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-faiz","tag-fed"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6245","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=6245"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6245\/revisions"}],"predecessor-version":[{"id":6247,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6245\/revisions\/6247"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/6246"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=6245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=6245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=6245"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=6245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}