Dolar\/TL, d\u00fcn y\u00fckseli\u015f e\u011filiminde bir seyir izleyerek g\u00fcn\u00fc \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,1 \u00fczerinde 29,0935’ten kapatmas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 29,0950 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n\n\n\n
\u0130stanbul serbest piyasada dolar 29,0970 liradan, Euro 31,9020 liradan g\u00fcne ba\u015flad\u0131.<\/p>\n\n\n\n
Serbest piyasada 29,0950 liradan al\u0131nan dolar, 29,0970 liradan sat\u0131l\u0131yor. 31,9000 liradan al\u0131nan Euro’nun sat\u0131\u015f fiyat\u0131 ise 31,9020 lira olarak belirlendi.<\/p>\n\n\n\n
D\u00fcn dolar\u0131n sat\u0131\u015f fiyat\u0131 29,0900 lira, Euro’nun sat\u0131\u015f fiyat\u0131 ise 31,9530 lira olmu\u015ftu.<\/p>\n\n\n\n
K\u00dcRESEL P\u0130YASALAR POZ\u0130T\u0130F SEYRED\u0130YOR<\/strong><\/p>\n\n\n\n K\u00fcresel piyasalarda, ABD Merkez Bankas\u0131n\u0131n (Fed) gelecek y\u0131l en ge\u00e7 may\u0131s ay\u0131nda faiz indirimlerine ba\u015flayabilece\u011fine y\u00f6nelik fiyatlamalar ve “yumu\u015fak ini\u015f” ihtimalinin g\u00fc\u00e7lenmeye devam etmesiyle pozitif bir seyir izleniyor.<\/p>\n\n\n\n Ge\u00e7en y\u0131ldan bu yana devam eden enflasyon probleminin ard\u0131ndan ortaya \u00e7\u0131kan d\u00fcnya ekonomilerinin enflasyon ve resesyon k\u0131skac\u0131nda kalabilece\u011fine ili\u015fkin endi\u015feler de yava\u015f yava\u015f fiyatlamalar\u0131n d\u0131\u015f\u0131na \u00e7\u0131k\u0131yor.<\/p>\n\n\n\n ABD’de enflasyonda g\u00f6r\u00fclen a\u015fa\u011f\u0131 y\u00f6nl\u00fc trend politika yap\u0131c\u0131lar i\u00e7in alan a\u00e7maya devam ederken, Fed yetkilileri s\u00f6zle y\u00f6nlendirmelerini s\u00fcrd\u00fcr\u00fcyor.<\/p>\n\n\n\n Buna g\u00f6re, Atlanta Fed Ba\u015fkan\u0131 Raphael Bostic, faiz indirimine y\u00f6nelik acil bir durum olmad\u0131\u011f\u0131n\u0131 ancak bunun piyasa beklentilerini pek etkilemedi\u011fini belirterek, Fed’in gelecek y\u0131l\u0131n ikinci yar\u0131s\u0131nda iki kez faiz indirimi yapmas\u0131n\u0131 bekledi\u011fini, ancak bu konuda aktif bir tart\u0131\u015fma olmad\u0131\u011f\u0131n\u0131 dile getirdi.<\/p>\n\n\n\n Richmond Fed Ba\u015fkan\u0131 Thomas Barkin, enflasyondaki son ilerlemenin devam etmesi halinde bankan\u0131n faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrece\u011fini \u00f6ne s\u00fcrerek, “g\u00fcvercin” sinyaller verdi.<\/p>\n\n\n\n Hafta ba\u015f\u0131nda ise Chicago Fed Ba\u015fkan\u0131 Austan Goolsbee ve Cleveland Fed’den Loretta Mester faiz indirim beklentileri i\u00e7in hen\u00fcz erken oldu\u011funu s\u00f6ylemi\u015fti.<\/p>\n\n\n\n Analistler, yar\u0131n a\u00e7\u0131klanacak, Fed’in enflasyon g\u00f6stergesi olarak yak\u0131ndan izledi\u011fi, ki\u015fisel t\u00fcketim harcamalar\u0131 verilerinin varl\u0131k fiyatlar\u0131nda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini ifade ederek, banka yetkililerinin s\u00f6zle y\u00f6nlendirmelerinin de piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olmaya devam etmesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n\n\n\n Para piyasalar\u0131ndaki fiyatlamalarda, Fed’in gelecek y\u0131l\u0131n ilk toplant\u0131s\u0131nda faizi sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, bankan\u0131n martta faiz indirimlerine ba\u015flama ihtimali y\u00fczde 76’ya \u00e7\u0131kt\u0131.<\/p>\n\n\n\n Makroekonomik veri taraf\u0131nda ise ABD’de, yap\u0131m\u0131na ba\u015flanan yeni konut say\u0131s\u0131 kas\u0131mda ayl\u0131k y\u00fczde 14,8 art\u0131\u015fla 1 milyon 560 bine y\u00fckselerek piyasa beklentilerini geride b\u0131rakt\u0131 ve 6 ay\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n\n\n\n Tahvil piyasalar\u0131nda ise y\u00f6n aray\u0131\u015f\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 3,91’le temmuzdan bu yana en d\u00fc\u015f\u00fck seviyeye yak\u0131n seyrediyor.<\/p>\n\n\n\n S\u00f6z konusu geli\u015fmelerin ard\u0131ndan d\u00fcn y\u00fczde 0,4 azal\u0131\u015fla g\u00fcn\u00fc 102,2 seviyesinden tamamlayan dolar endeksi, \u015fu s\u0131ralarda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n hemen alt\u0131nda bulunurken, alt\u0131n\u0131n ons fiyat\u0131 y\u00fckseli\u015f e\u011filimini \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcne ta\u015f\u0131yarak \u00f6nceki kapan\u0131\u015f\u0131n\u0131n hemen \u00fczerinde 2 bin 41 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n\n\n\n K\u0131z\u0131ldeniz’de ya\u015fanan aksamalarla y\u00fckseli\u015f e\u011filimini d\u00fcn \u00fcst \u00fcste alt\u0131nc\u0131 i\u015flem g\u00fcn\u00fcne ta\u015f\u0131yan Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 1,8 art\u0131\u015fla g\u00fcn\u00fc 79,7 dolardan tamamlarken, \u015fu dakikalarda \u00f6nceki kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,6 azal\u0131\u015fla 79,2 dolarda seyrediyor.<\/p>\n\n\n\n New York borsas\u0131nda d\u00fcn Nasdaq endeksi y\u00fczde 0,66 ve S&P 500 endeksi y\u00fczde 0,59 ve Dow Jones endeksi y\u00fczde 0,68 art\u0131\u015f kaydetti. ABD’de endeks vadeli kontratlar, yeni g\u00fcne de pozitif bir seyirle ba\u015flad\u0131.<\/p>\n\n\n\n AVRUPA BORSALARI<\/strong><\/p>\n\n\n\n Avrupa borsalar\u0131nda da d\u00fcn pozitif seyir izlendi.<\/p>\n\n\n\n Analistler, K\u0131z\u0131ldeniz’de b\u00f6lgesel riskler nedeniyle ya\u015fanan uluslararas\u0131 lojistik aksamalara dair geli\u015fmelerin yak\u0131ndan takip edildi\u011fini an\u0131msatarak, bug\u00fcn \u0130ngiltere’de enflasyon ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndemi yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n\n\n\n \u0130ngiltere’de T\u00fcketici Fiyat Endeksinin (T\u00dcFE) kas\u0131mda ayl\u0131k y\u00fczde 0,2 ve y\u0131ll\u0131k bazda da y\u00fczde 4,3 art\u0131\u015f g\u00f6stermesi bekleniyor.<\/p>\n\n\n\n D\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, Euro B\u00f6lgesi’nde T\u00dcFE kas\u0131mda ayl\u0131k bazda y\u00fczde 0,6 d\u00fc\u015ferken, y\u0131ll\u0131k bazda y\u00fczde 2,4 art\u0131\u015f kaydetti.<\/p>\n\n\n\n \u00d6te yandan, d\u00fcn y\u00fczde 0,5 art\u0131\u015fla g\u00fcn\u00fc 1,0980 seviyesinden tamamlayan avro\/dolar paritesi, \u015fu s\u0131ralarda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,1 alt\u0131nda 1,0970’de bulunuyor.<\/p>\n\n\n\n Avrupa Merkez Bankas\u0131 (ECB) yetkilileri de s\u00f6zle y\u00f6nlendirmelerine devam ederken, ECB \u00fcyesi Martins Kazaks d\u00fcnk\u00fc a\u00e7\u0131klamalar\u0131nda politika faizinin bir s\u00fcre bu seviyelerde kalmas\u0131 gerekti\u011fini belirtti.<\/p>\n\n\n\n Francois Villeroy de Galhau ise bankan\u0131n 2024’te faiz indirimlerine ba\u015flayabilece\u011fini ifade etti.<\/p>\n\n\n\n D\u00fcn, \u0130talya’da MIB 30 endeksi y\u00fczde 0,41, Fransa’da CAC 40 endeksi y\u00fczde 0,08, Almanya’da DAX 40 endeksi y\u00fczde 0,56 ve \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,31 art\u0131\u015f kaydetti. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne de pozitif bir seyirle ba\u015flad\u0131.<\/p>\n\n\n\n Asya’da \u00c7in hari\u00e7 pozitif bir seyir \u00f6ne \u00e7\u0131karken, d\u00fcn Japonya Merkez Bankas\u0131n\u0131n (BoJ) ultra gev\u015fek para politikas\u0131nda de\u011fi\u015fikli\u011fe gitmemesi risk i\u015ftah\u0131n\u0131 destekliyor.<\/p>\n\n\n\n Negatif faiz politikas\u0131 uygulayan son merkez bankas\u0131 olmaya devam eden BoJ’un, d\u00fcn politika faizini eksi y\u00fczde 0,1’de sabit b\u0131rakmas\u0131n\u0131n ard\u0131ndan \u00f6zellikle Japonya’da ihracat\u00e7\u0131 \u015firketler \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki y\u00fckseli\u015f dikkat \u00e7ekti.<\/p>\n\n\n\n Bug\u00fcn de \u00c7in Merkez Bankas\u0131 (PBoC), aral\u0131k i\u00e7in bir ve be\u015f y\u0131ll\u0131k kredi faiz oranlar\u0131n\u0131 s\u0131ras\u0131yla, y\u00fczde 3,45 ve y\u00fczde 4,2 seviyesinde sabit b\u0131rakt\u0131.<\/p>\n\n\n\n Bug\u00fcn a\u00e7\u0131klanana verilere g\u00f6re, Japonya’n\u0131n kas\u0131mda ihracat\u0131, son \u00fc\u00e7 ayda ilk kez gerilerken, d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 776,9 milyar yen ile beklentileri a\u015ft\u0131.<\/p>\n\n\n\n Y\u00fckseli\u015f e\u011filimini d\u00fcn \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcne ta\u015f\u0131yan dolar\/yen paritesi y\u00fczde 0,7 art\u0131\u015fla g\u00fcn\u00fc 143,9 seviyesinden tamamlarken, \u015fu s\u0131ralarda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,2 alt\u0131nda 143,6’da bulunuyor.<\/p>\n\n\n\n Kapan\u0131\u015fa yak\u0131n, Japonya’da Nikkei 225 endeksi y\u00fczde 1,5, Hong Kong’da Hang Seng endeksi y\u00fczde 1,1 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 1,6 art\u0131\u015f kaydederken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,4 de\u011fer kaybetti.<\/p>\n\n\n\n