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<\/div>\nK\u00fcresel piyasalarda, ABD Merkez Bankas\u0131n\u0131n (Fed) politika faizini beklendi\u011fi gibi sabit b\u0131rakmas\u0131 ve faiz indirimleri i\u00e7in acele etmeyece\u011finin sinyalini vermesinin ard\u0131ndan kar\u0131\u015f\u0131k bir seyir izlenirken, bug\u00fcn T\u00fcrkiye\u2019de g\u00f6zler T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) faiz karar\u0131na \u00e7evrildi.<\/p>\n
ABD\u2019nin korumac\u0131 ticaret politikas\u0131 kapsam\u0131nda att\u0131\u011f\u0131 tarife ad\u0131mlar\u0131n\u0131n etkilerine y\u00f6nelik belirsizlikler varl\u0131\u011f\u0131n\u0131 korurken, \u00fclkede tarifelerin enflasyonu g\u00fc\u00e7lendirebilece\u011fi ve b\u00fcy\u00fcmeyi yava\u015flatabilece\u011fine ili\u015fkin riskler ba\u015fta Fed olmak \u00fczere ekonomi akt\u00f6rleri ve yat\u0131r\u0131mc\u0131lar\u0131n gelecek projeksiyonlar\u0131n\u0131 etkiliyor.<\/p>\n
Fed, iki g\u00fcn s\u00fcren Federal A\u00e7\u0131k Piyasa Komitesi (FOMC) toplant\u0131s\u0131n\u0131n ard\u0131ndan d\u00fcn para politikas\u0131 kararlar\u0131n\u0131 a\u00e7\u0131klad\u0131. Banka, politika faizini beklentiler dahilinde y\u00fczde 4,25-4,50 aral\u0131\u011f\u0131nda sabit tuttu.<\/p>\n
Fed, federal fon oran\u0131na ili\u015fkin tahminini bu y\u0131l sonu i\u00e7in mart ay\u0131nda \u00f6ng\u00f6rd\u00fc\u011f\u00fc y\u00fczde 3,9\u2019da sabit tuttu. Fed\u2019in tahminleri, Bankan\u0131n bu y\u0131l 2 faiz indirimi \u00f6ng\u00f6rmeye devam etti\u011fini ortaya koydu.<\/p>\n
Analistler, faiz karar\u0131n\u0131n piyasa beklentilerine paralel ger\u00e7ekle\u015fti\u011fini belirterek, metinde enflasyonun bir miktar y\u00fcksek kalmaya devam etti\u011fi vurgusunun yap\u0131ld\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
\u2013 Tarifelerdeki art\u0131\u015flar bu y\u0131l fiyatlar\u0131 y\u00fckseltebilir<\/p>\n
Fed Ba\u015fkan\u0131 Jerome Powell, karar sonras\u0131 d\u00fczenlenen bas\u0131n toplant\u0131s\u0131nda tarifelerdeki art\u0131\u015flar\u0131n bu y\u0131l fiyatlar\u0131 yukar\u0131 \u00e7ekmesi ve ekonomik faaliyetler \u00fczerinde bask\u0131 olu\u015fturmas\u0131n\u0131n muhtemel oldu\u011funu ifade etti.<\/p>\n
Hane halk\u0131 ve i\u015fletmelere y\u00f6nelik anketlerin son aylarda g\u00fcvenin azald\u0131\u011f\u0131n\u0131 ve ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin belirsizli\u011fin artt\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fini belirten Powell, bu durumun b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ticaret politikas\u0131na dair endi\u015feleri yans\u0131tt\u0131\u011f\u0131n\u0131 dile getirdi.<\/p>\n
Powell, bu geli\u015fmelerin gelecekteki harcama ve yat\u0131r\u0131mlar\u0131 nas\u0131l etkileyece\u011finin ise hen\u00fcz belli olmad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Mal enflasyonunun yaz aylar\u0131 boyunca biraz daha h\u0131zlanmas\u0131n\u0131 beklediklerini belirten Powell, tarifelerin baz\u0131 etkilerini g\u00f6rmeye ba\u015flad\u0131klar\u0131n\u0131 ve \u00f6n\u00fcm\u00fczdeki aylarda daha fazlas\u0131n\u0131 g\u00f6rmeyi beklediklerini kaydetti.<\/p>\n
Powell, Orta Do\u011fu\u2019daki devam eden gerilime ili\u015fkin de yorum yaparak, ABD ekonomisinin yabanc\u0131 petrole 1970\u2019lerde oldu\u011fundan \u00e7ok daha az ba\u011f\u0131ml\u0131 oldu\u011funu aktard\u0131.<\/p>\n
\u2013 Trump: \u0130ran\u2019a sald\u0131rma konusunda nihai karar\u0131m\u0131 vermedim<\/p>\n
\u0130srail-\u0130ran aras\u0131ndaki \u00e7at\u0131\u015fmalar\u0131n ne kadar daha s\u00fcrece\u011fi ve etkilerine y\u00f6nelik endi\u015feler de yat\u0131r\u0131mc\u0131lar\u0131n k\u00fcresel \u00e7apta temkinli davranmas\u0131na neden olurken, ABD\u2019nin Orta Do\u011fu\u2019daki gerilime dahil olup olmayaca\u011f\u0131na y\u00f6nelik haber ak\u0131\u015f\u0131 da yak\u0131ndan takip ediliyor.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump d\u00fcn yapt\u0131\u011f\u0131 de\u011ferlendirmede \u0130ran\u2019a sald\u0131r\u0131p sald\u0131rmama konusunda hen\u00fcz nihai karar\u0131n\u0131 vermedi\u011fini ancak Orta Do\u011fu\u2019daki bir \u00e7at\u0131\u015fmaya dahil olmak istemedi\u011fini ifade etti.<\/p>\n
\u0130ran\u2019\u0131n n\u00fckleer silaha sahip olmas\u0131na birka\u00e7 hafta kald\u0131\u011f\u0131n\u0131 savunan Trump, \u201c\u0130stedi\u011fimiz \u015fey ate\u015fkes de\u011fil, tam ve kesin bir zafer istiyoruz. Zafer, n\u00fckleer silahlar\u0131n olmamas\u0131d\u0131r.\u201d de\u011ferlendirmesini yapt\u0131.<\/p>\n
\u2013 ABD\u2019de piyasalar kapal\u0131 olacak<\/p>\n
Orta Do\u011fu\u2019daki geli\u015fmelerin petrol arz\u0131n\u0131 etkileyebilece\u011fi endi\u015fesiyle y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcren Brent petrol\u00fcn varil fiyat\u0131 \u015fu s\u0131ralarda ise y\u00fczde 0,8 y\u00fckseli\u015fle 75,7 dolarda bulunuyor. Dolar endeksi ise y\u00fczde 0,1 y\u00fckseli\u015fle 99 seviyesinde dengelendi.<\/p>\n
Fed\u2019in faiz karar\u0131n\u0131n ard\u0131ndan gerilemesi g\u00fc\u00e7 kazanan alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn y\u00fczde 0,57 d\u00fc\u015f\u00fc\u015fle 3 bin 369 dolardan g\u00fcn\u00fc tamamlad\u0131. Yeni i\u015flem g\u00fcn\u00fcne de d\u00fc\u015f\u00fc\u015fle ba\u015flayan ons alt\u0131n \u015fu s\u0131ralarda y\u00fczde 0,22 azal\u0131\u015fla 3 bin 362 dolardan al\u0131c\u0131 buluyor.<\/p>\n
Bu geli\u015fmelerle d\u00fcn New York Borsas\u0131\u2019nda Dow Jones endeksi y\u00fczde 0,10 de\u011fer kaybederken, Nasdaq endeksi y\u00fczde 0,13 de\u011fer kazand\u0131. S&P 500 endeksi yatay seyretti.<\/p>\n
ABD\u2019de piyasalar, bug\u00fcn, k\u00f6leli\u011fin son verildi\u011fi g\u00fcne atfen federal tatil ilan edilen \u201c19 Haziran\u201d (Juneteenth) dolay\u0131s\u0131yla kapal\u0131 olacak.<\/p>\n
\u2013 Avrupa\u2019da g\u00f6zler BoE\u2019nin faiz karar\u0131na \u00e7evrildi<\/p>\n
Avrupa borsalar\u0131nda d\u00fcn kar\u0131\u015f\u0131k bir seyir \u00f6ne \u00e7\u0131karken, \u0130ngiltere Merkez Bankas\u0131n\u0131n (BoE) bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
\u0130ngiltere\u2019de d\u00fcn a\u00e7\u0131klanan may\u0131s ay\u0131na ili\u015fkin t\u00fcketici enflasyonu y\u0131ll\u0131k bazda y\u00fczde 3,4 ile beklentilere paralel gelmesine kar\u015f\u0131n, BoE\u2019nin orta vadeli enflasyon hedefi olan y\u00fczde 2 seviyesinin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
BoE\u2019nin bug\u00fcn a\u00e7\u0131klanacak para politikas\u0131 kararlar\u0131nda politika faizini y\u00fczde 4,25 seviyesinde sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, politika metninde Banka\u2019n\u0131n gelecek projeksiyonlar\u0131n ili\u015fkin sinyaller aranacak.<\/p>\n
BoE, may\u0131s ay\u0131nda 25 baz puan faiz indirimine giderek politika faizini y\u00fczde 4,25 seviyesine \u00e7ekmi\u015fti.<\/p>\n
\u00d6te yandan, Avro B\u00f6lgesi\u2019ndeki vergi d\u00fczenlemeleri de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor. Avrupa Birli\u011fi (AB) kurumlar\u0131, \u015firketlerinin b\u00fcy\u00fck k\u0131sm\u0131n\u0131 s\u0131n\u0131rda karbon vergisi kapsam\u0131ndan \u00e7\u0131karacak mevzuat basitle\u015ftirme plan\u0131nda anla\u015ft\u0131.<\/p>\n
Kurallarda yap\u0131lacak de\u011fi\u015fiklikle s\u0131n\u0131rda karbon vergisi kapsam\u0131na giren \u00fcr\u00fcnlerde y\u0131lda 50 tonun alt\u0131nda ithalat yapan firmalar\u0131n CBAM \u015fartlar\u0131ndan muaf tutulaca\u011f\u0131 kaydedildi.<\/p>\n
Analistler, s\u00f6z konusu d\u00fczenlemenin \u015firketlerin ticari s\u00fcre\u00e7lerini h\u0131zland\u0131raca\u011f\u0131n\u0131 kaydederek, ayn\u0131 zamanda \u015firketlerin ticaret maliyetlerine olumlu yans\u0131yaca\u011f\u0131n\u0131 ifade etti.<\/p>\n
Bu geli\u015fmelerin yan\u0131 s\u0131ra Orta Do\u011fu\u2019daki gerilimlere ili\u015fkin b\u00f6lgedeki merkez bankas\u0131 yetkililerinin a\u00e7\u0131klamalar\u0131 takip edilirken, Avrupa Merkez Bankas\u0131 (ECB) Y\u00f6netim Kurulu \u00dcyesi Fabio Panetta, \u0130srail ile \u0130ran aras\u0131ndaki anla\u015fmazl\u0131\u011f\u0131n ABD\u2019nin ticaret politikas\u0131ndan kaynaklanan riskleri art\u0131rd\u0131\u011f\u0131 bir ortamda ECB\u2019nin para politikas\u0131 kararlar\u0131nda esnek bir yakla\u015f\u0131m sergileyece\u011fini s\u00f6yledi.<\/p>\n
D\u00fcn \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,11 ve \u0130talya\u2019da FTSE MIB 30 endeksi y\u00fczde 0,08 de\u011fer kazan\u0131rken, Fransa\u2019da CAC 40 endeksi y\u00fczde 0,36 Almanya\u2019da DAX 40 y\u00fczde 0,50 de\u011fer kaybetti. Avrupa\u2019da endeks vadeli kontratlar yeni g\u00fcne kar\u0131\u015f\u0131k ba\u015flad\u0131.<\/p>\n
\u2013 Asya borsalar\u0131 negatif seyrediyor<\/p>\n
Asya taraf\u0131nda negatif bir seyir \u00f6ne \u00e7\u0131karken, Orta Do\u011fu\u2019da devam eden gerilim ve ABD\u2019nin Orta Do\u011fu\u2019daki gerilime dahil olup olmayaca\u011f\u0131na y\u00f6nelik belirsizlikler b\u00f6lgedeki risk alg\u0131s\u0131 \u00fczerinde etkili oluyor.<\/p>\n
Petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n etkisiyle maliyet art\u0131\u015flar\u0131n\u0131n olabilece\u011fi beklentisi b\u00f6lge pay piyasalar\u0131nda sat\u0131c\u0131l\u0131 seyri destekliyor.<\/p>\n
Analistler, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki petrol transferine ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n Asya ekonomileri taraf\u0131ndan yak\u0131ndan takip edildi\u011fi belirtilerek, olas\u0131 risklerin b\u00f6lge endeksleri \u00fczerinde olumsuz etkilerinin olaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
Bu geli\u015fmelerle, kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 0,8, G\u00fcney Kore\u2019de Kospi endeksi y\u00fczde 0,1, \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 0,7 ve Hong Kong\u2019da Hang Seng endeksi y\u00fczde 1,8 d\u00fc\u015ft\u00fc.<\/p>\n
\u2013 Yurt i\u00e7inde g\u00f6zler faiz karar\u0131na \u00e7evrildi<\/p>\n
D\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul\u2019da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 1,54 de\u011fer kaybederek 9.196,13 puandan tamamlad\u0131. Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131\u2019nda (V\u0130OP) BIST 30 endeksine dayal\u0131 haziran vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,5 \u00fczerinde 10.346,00 puanda i\u015flem g\u00f6rd\u00fc.<\/p>\n
T\u00fcrkiye\u2019de bug\u00fcn a\u00e7\u0131klanacak T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) faiz karar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti. AA Finans\u2019\u0131n beklenti anketine kat\u0131lan ekonomistler, TCMB\u2019nin politika faizini y\u00fczde 46 seviyesinde sabit tutmas\u0131n\u0131 bekliyor.<\/p>\n
Ekonomistlerin y\u0131l sonu politika faizi beklentilerinin medyan\u0131 ise y\u00fczde 35,50 oldu.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 0,1 y\u00fckseli\u015fle 39,5220\u2019den kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,1 \u00fczerinde 39,5570\u2019ten i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn T\u00fcrkiye\u2019de ve yurt d\u0131\u015f\u0131nda yo\u011fun veri g\u00fcndeminin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 9.100 ve 9.000 seviyelerinin destek, 9.200 ve 9.300 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n<\/p><\/div>\n