{"id":1487,"date":"2025-11-07T13:59:02","date_gmt":"2025-11-07T10:59:02","guid":{"rendered":"https:\/\/wordpress.habereditoru.com\/?p=1487"},"modified":"2025-11-07T13:59:02","modified_gmt":"2025-11-07T10:59:02","slug":"kuresel-piyasalarda-abd-verilerine-iliskin-belirsizlikler-risk-istahini-sinirliyor","status":"publish","type":"post","link":"https:\/\/wordpress.habereditoru.com\/?p=1487","title":{"rendered":"K\u00fcresel piyasalarda ABD verilerine ili\u015fkin belirsizlikler risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rl\u0131yor"},"content":{"rendered":"
\n

ABD’de h\u00fck\u00fcmetin kapal\u0131 olmas\u0131ndan kaynakl\u0131 \u00fclke ekonomisine ili\u015fkin bilgi i\u00e7eren ekonomik verilere eri\u015fim aksarken, bu durum yat\u0131r\u0131mc\u0131lar\u0131n karar almalar\u0131n\u0131 zorla\u015ft\u0131rmaya devam ediyor.<\/p>\n

\u00dclkede kritik \u00f6nem ta\u015f\u0131yan tar\u0131m d\u0131\u015f\u0131 istihdam verisinin bug\u00fcn a\u00e7\u0131klanmayacak olmas\u0131, i\u015f g\u00fcc\u00fc piyasas\u0131na dair sa\u011fl\u0131kl\u0131 bilgi al\u0131nmas\u0131n\u0131 engelliyor. Bu s\u00fcre\u00e7te a\u00e7\u0131klanan alternatif verilerde halihaz\u0131rda ekonomik durum hakk\u0131nda ipu\u00e7lar\u0131 aran\u0131yor.<\/p>\n

Bu do\u011frultuda a\u00e7\u0131klanan veya onaylanan i\u015ften \u00e7\u0131karmalar\u0131n kayd\u0131n\u0131 tutan dan\u0131\u015fmanl\u0131k \u015firketi Challenger, Gray & Christmas’\u0131n, ekim ay\u0131na ili\u015fkin raporu \u00f6nem kazand\u0131. Rapora g\u00f6re, ABD’de i\u015ften \u00e7\u0131kart\u0131lan ki\u015fi say\u0131s\u0131, ge\u00e7en ay y\u0131ll\u0131k bazda y\u00fczde 175 art\u0131\u015fla 153 bin 74’e \u00e7\u0131kt\u0131. Bu, 2003’ten bu yana en y\u00fcksek ekim ay\u0131 rakam\u0131 olarak dikkati \u00e7ekti.<\/p>\n

\u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanan ADP \u00f6zel sekt\u00f6r istihdam verisinin beklentileri a\u015fmas\u0131na kar\u015f\u0131n, d\u00fcn yay\u0131mlanan verilerin i\u015f g\u00fcc\u00fc piyasas\u0131nda so\u011fuma sinyalleri vermesi, \u00fclke ekonomisinin g\u00fcc\u00fcne y\u00f6nelik soru i\u015faretlerini art\u0131rd\u0131.<\/p>\n

ABD’de tarifelerin hukuki s\u00fcreci de yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan takip ediliyor. ABD Ba\u015fkan\u0131 Donald Trump, Y\u00fcksek Mahkeme’deki tarife davas\u0131n\u0131 kaybetmenin \u00fclke i\u00e7in y\u0131k\u0131c\u0131 olaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

Y\u00fcksek Mahkemenin karar\u0131n\u0131n aleyhte olmas\u0131 durumunda ne yapaca\u011f\u0131 sorulan Trump, “Umar\u0131m davay\u0131 kazan\u0131r\u0131z, bence bu, \u00fclkemizin tarihindeki en \u00f6nemli davalardan biri.” diye konu\u015ftu. Trump, tarifeler sayesinde “ola\u011fan\u00fcst\u00fc” anla\u015fmalar yapabildiklerine dikkati \u00e7ekti.<\/p>\n

FED YETK\u0130L\u0130LER\u0130NDEN KARI\u015eIK MESAJLAR<\/span><\/h3>\n

Ekonomik verilerin aksamas\u0131 ABD Merkez Bankas\u0131n\u0131n (Fed) ataca\u011f\u0131 ad\u0131mlara y\u00f6nelik beklenti olu\u015fmas\u0131n\u0131 da zorla\u015ft\u0131r\u0131rken, bu d\u00f6nemde Fed yetkilileri faiz indirimi konusunda ayr\u0131\u015fan mesajlar veriyor.<\/p>\n

Chicago Fed Ba\u015fkan\u0131 Austan Goolsbee, h\u00fck\u00fcmetin kapal\u0131 olmas\u0131 nedeniyle enflasyon verilerinin eksikli\u011finin faiz indirimlerine devam etme konusunda kendisini tedirgin etti\u011fini s\u00f6yledi.<\/p>\n

Cleveland Fed Ba\u015fkan\u0131 Beth Hammack da para politikas\u0131n\u0131n enflasyon \u00fczerinde bask\u0131 olu\u015fturmaya devam etmesi gerekti\u011fini, enflasyonun hala \u00e7ok y\u00fcksek oldu\u011funu ve i\u015f g\u00fcc\u00fc piyasas\u0131ndaki zay\u0131fl\u0131ktan daha b\u00fcy\u00fck bir risk olu\u015fturdu\u011funu belirtti.<\/p>\n

Fed Y\u00f6netim Kurulu \u00dcyesi Stephen Miran ise Bankan\u0131n aral\u0131k ay\u0131nda faiz indirmesini bekledi\u011fini kaydetti. Para piyasalar\u0131ndaki fiyatlamalarda Fed’in gelecek ayki toplant\u0131s\u0131nda politika faizini y\u00fczde 68 ihtimalle indirmesi beklenirken, gelecek y\u0131la dair \u00f6ng\u00f6r\u00fcler ise bankan\u0131n toplamda 2 faiz indirimi yapaca\u011f\u0131 y\u00f6n\u00fcnde \u015fekilleniyor.<\/p>\n

Y\u00dcKSEK DE\u011eERLEME TED\u0130RG\u0130NL\u0130\u011e\u0130 DEVAM ED\u0130YOR<\/span><\/h3>\n

\u00d6te yandan teknoloji hisselerinin de\u011ferlemelerine ili\u015fkin soru i\u015faretleri s\u00fcr\u00fcyor. Yar\u0131 iletken \u00fcreticisi Qualcomm’un hisseleri, kar\u0131 ve gelirinin \u00fc\u00e7 ayl\u0131k d\u00f6nemde beklentileri a\u015fmas\u0131 ve g\u00fc\u00e7l\u00fc \u00f6ng\u00f6r\u00fclerde bulunmas\u0131na ra\u011fmen y\u00fczde 3,6 geriledi.<\/p>\n

Bunun yan\u0131 s\u0131ra ABD y\u00f6netiminin yapay zeka sekt\u00f6r\u00fcn\u00fc destekleme niyetinde olmad\u0131\u011f\u0131na y\u00f6n\u00fcndeki haber ak\u0131\u015flar\u0131, piyasalarda yar\u0131 iletken hisseleri \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131.<\/p>\n

DOLAR ENDEKS\u0130 100 SEV\u0130YES\u0130N\u0130N ALTINA \u0130ND\u0130<\/span><\/h3>\n

S\u00f6z konusu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi d\u00fcn y\u00fczde 4,09’a inerken, \u015fu s\u0131ralarda da bu seviyelerde yatay seyrediyor. Dolar endeksi ise d\u00fcn kritik e\u015fik olan 100 seviyesinin alt\u0131na d\u00fc\u015ferek, 99,7’de dengelendi. Endeks, yeni g\u00fcnde ise y\u00fczde 0,1 art\u0131\u015fla 99,8’de bulunuyor.<\/p>\n

Alt\u0131n\u0131n ons fiyat\u0131 ise d\u00fcn y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 3 bin 980 dolardan g\u00fcn\u00fc tamamlarken, \u015fu s\u0131ralarda y\u00fczde 0,4 art\u0131\u015fla 3 bin 997 dolardan al\u0131c\u0131 buluyor.<\/p>\n

Analistler, Fed’in faiz indirimlerine ili\u015fkin \u00f6ng\u00f6r\u00fclerin g\u00fcc\u00fcn\u00fc kaybetse de hala masada oldu\u011funu ve bu durumun alt\u0131n fiyatlar\u0131n\u0131 destekledi\u011fini s\u00f6yledi. Brent petrol\u00fcn varili de y\u00fczde 0,2 y\u00fckseli\u015fle 63,4 dolarda i\u015flem g\u00f6r\u00fcyor.<\/p>\n

\u0130LA\u00c7 \u015e\u0130RKETLER\u0130YLE YEN\u0130 ANLA\u015eMALAR DUYURULDU<\/span><\/h3>\n

Bu geli\u015fmelerin yan\u0131 s\u0131ra Ba\u015fkan Trump, d\u00fcn Beyaz Saray’da d\u00fczenledi\u011fi bas\u0131n toplant\u0131s\u0131nda, zay\u0131flama ila\u00e7lar\u0131 \u00fcreten iki b\u00fcy\u00fck \u015firketle yapt\u0131klar\u0131 anla\u015fmalar\u0131 kamuoyuna duyurdu.<\/p>\n

Trump, “Eli Lilly” ve “Novo Nordisk” adl\u0131 ila\u00e7 \u00fcreticisi firmalarla yapt\u0131klar\u0131 yeni anla\u015fmayla, \u00fclkedeki zay\u0131flama ila\u00e7lar\u0131n\u0131n fiyatlar\u0131n\u0131 kayda de\u011fer \u00f6l\u00e7\u00fcde d\u00fc\u015f\u00fcreceklerini a\u00e7\u0131klad\u0131. S\u00f6z konusu geli\u015fme sonras\u0131nda ila\u00e7 \u015firketi Eli Lilly’in hisseleri d\u00fcn y\u00fczde 1,26 y\u00fckselirken, Novo Nordisk hisseleri y\u00fczde 4,02 de\u011fer kaybetti.<\/p>\n

Bu geli\u015fmelerle, New York Borsas\u0131’nda d\u00fcn S&P 500 endeksi y\u00fczde 1,12, Nasdaq endeksi y\u00fczde 1,9 ve Dow Jones endeksi de y\u00fczde 0,84 geriledi. ABD’de endeks vadeli kontratlar yeni g\u00fcne de negatif ba\u015flad\u0131.<\/p>\n

AVRUPA BORSALARI NEGAT\u0130F SEYRETT\u0130<\/span><\/h3>\n

Avrupa borsalar\u0131 d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyrederken, ABD’deki mevcut riskler bu b\u00f6lgeye de ta\u015f\u0131nd\u0131.<\/p>\n

Avrupa Birli\u011fi (AB) Komisyonu, Alman Deutsche B\u00f6rse ile ABD merkezli Nasdaq’\u0131n Birlik rekabet kurallar\u0131n\u0131 ihlal edip etmedi\u011fini belirlemek \u00fczere resmi soru\u015fturma ba\u015flat\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n

A\u00e7\u0131klamada, Deutsche B\u00f6rse ve Nasdaq’\u0131n Avrupa\u2019da finansal t\u00fcrevlerin kotasyonu, ticareti ve takas\u0131na ili\u015fkin faaliyetlerini koordine ederek AB rekabet kurallar\u0131n\u0131 ihlal edip etmedi\u011finin de\u011ferlendirilece\u011fi anlat\u0131ld\u0131.<\/p>\n

AB Komisyonu, ge\u00e7en y\u0131l eyl\u00fcl ay\u0131nda t\u00fcrev piyasalar\u0131na y\u00f6nelik soru\u015fturmas\u0131 kapsam\u0131nda Deutsche B\u00f6rse ve Nasdaq’a bask\u0131n d\u00fczenlemi\u015fti.<\/p>\n

Analistler, Fed’in faiz g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin tahminler ve ABD’de teknoloji \u015firket hisselerinin a\u015f\u0131r\u0131 de\u011ferlemesine y\u00f6nelik endi\u015felerin Avrupa’daki negatif g\u00f6r\u00fcn\u00fcmde etkili oldu\u011funu belirterek, b\u00f6lgedeki siyasi ve jeopolitik geli\u015fmelerin de yat\u0131r\u0131mc\u0131 kararlar\u0131n\u0131 y\u00f6nlendirdi\u011fini kaydetti.<\/p>\n

\u00d6te yandan AB Komisyonu, Rusya’ya n\u00fckleer tehditlerden ka\u00e7\u0131nma, t\u00fcm taraflara da yeni bir silahlanma yar\u0131\u015f\u0131n\u0131 tetikleyebilecek eylemlerden uzak durma \u00e7a\u011fr\u0131s\u0131nda bulundu.<\/p>\n

Bu arada Almanya Ba\u015fbakan\u0131 Friedrich Merz, \u00c7in\u2019e kar\u015f\u0131 \u00e7elik sekt\u00f6r\u00fcn\u00fcn gelece\u011fini korumak i\u00e7in “Avrupa vatanseverli\u011fi” \u00e7a\u011fr\u0131s\u0131nda bulundu.<\/p>\n

D\u00fcn \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,42, \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,85, Fransa’da CAC 40 endeksi y\u00fczde 1,36 ve Almanya’da DAX 40 y\u00fczde 1,31 geriledi. Avrupa’da endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n

ASYA BORSALARI NEGAT\u0130F SEYRED\u0130YOR<\/span><\/h3>\n

ABD ve Avrupa borsalar\u0131ndaki d\u00fc\u015f\u00fc\u015f yeni g\u00fcnde Asya piyasalar\u0131na da ta\u015f\u0131nd\u0131. Japonya’da eyl\u00fclde hanehalk\u0131 harcamalar\u0131 y\u0131ll\u0131k bazda y\u00fczde 1,8 ile beklentilerin alt\u0131nda kald\u0131.<\/p>\n

Analistler, \u00fclkede enflasyonun yeniden ivme kazanmas\u0131n\u0131n maa\u015f art\u0131\u015flar\u0131n\u0131n yetersiz kalmas\u0131na yol a\u00e7t\u0131\u011f\u0131n\u0131, bu durumun da i\u00e7 talebin ana ta\u015f\u0131y\u0131c\u0131s\u0131 konumundaki hanehalk\u0131 b\u00fct\u00e7esi \u00fczerinde bask\u0131 olu\u015fturarak harcama e\u011filimini s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n

B\u00f6lgede a\u00e7\u0131klanan di\u011fer verilerde ise \u00c7in’de ekim ay\u0131nda ihracat y\u0131ll\u0131k bazda \u00f6ng\u00f6r\u00fclerin aksine y\u00fczde 1,1 azal\u0131rken, ithalat ise ayn\u0131 d\u00f6nemde y\u00fczde 1 artt\u0131.<\/p>\n

Bu geli\u015fmelerle, kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 2, G\u00fcney Kore’de Kospi endeksi de y\u00fczde 3,3 ve Hong Kong’da Hang Seng endeksi y\u00fczde 1,2 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2 d\u00fc\u015ft\u00fc.<\/p>\n

YURT \u0130\u00c7\u0130NDE G\u00d6ZLER YILIN SON ENFLASYON RAPORUNDA<\/span><\/h3>\n

D\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,94 de\u011fer kazanarak 11.073,27 puandan tamamlad\u0131. Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 aral\u0131k vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re yatay seyretti.<\/p>\n

\u00d6te yandan bug\u00fcn yurt i\u00e7inde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) d\u00fczenleyece\u011fi y\u0131l\u0131n 4. Enflasyon Raporu bilgilendirme toplant\u0131s\u0131 takip edilecek. TCMB y\u0131l\u0131n 3. enflasyon raporu toplant\u0131s\u0131nda 2025 y\u0131l sonunda enflasyonun y\u00fczde 25 ile y\u00fczde 29 aral\u0131\u011f\u0131nda olaca\u011f\u0131, 2026 sonu i\u00e7in ise enflasyonun y\u00fczde 13 ile y\u00fczde 19 aral\u0131\u011f\u0131na gerileyece\u011fi \u00f6ng\u00f6r\u00fcs\u00fcnde bulunmu\u015ftu.<\/p>\n

Dolar\/TL, d\u00fcn 42,1040’tan kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,2 \u00fczerinde 42,2020’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n

Analistler, bug\u00fcn yurt i\u00e7inde TCMB enflasyon raporunun yan\u0131 s\u0131ra hazine nakit dengesinin, yurt d\u0131\u015f\u0131nda ise Almanya’da d\u0131\u015f ticaret dengesi ile ABD’de Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksinin takip edilece\u011fini kaydetti.<\/p>\n

ABD’de federal h\u00fck\u00fcmetin kapal\u0131 olmas\u0131 sebebiyle bug\u00fcn resmi kurumlara ait veri ak\u0131\u015f\u0131n\u0131n olmayaca\u011f\u0131n\u0131 belirten analistler, teknik a\u00e7\u0131dan teknik a\u00e7\u0131dan BIST 100 endeksinde 10.900 ve 10.800 seviyelerinin destek, 11.100 ve 11.250 seviyelerinin ise diren\u00e7 konumunda oldu\u011funu ifade etti.<\/p>\n

Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/strong><\/p>\n

10.00 T\u00fcrkiye, ekim ay\u0131 finansal yat\u0131r\u0131m ara\u00e7lar\u0131n\u0131n reel getiri oranlar\u0131<\/p>\n

10.00 Almanya, eyl\u00fcl ay\u0131 d\u0131\u015f ticaret dengesi<\/p>\n

10.30 T\u00fcrkiye, TCMB enflasyon raporu<\/p>\n

17.30 T\u00fcrkiye, ekim ay\u0131 hazine nakit dengesi<\/p>\n

18.00 ABD, kas\u0131m ay\u0131 Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi<\/p>\n

ABD’de kamu kurumu verileri a\u00e7\u0131klanmayacak<\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

K\u00fcresel piyasalarda, ABD’de i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n so\u011fuma sinyalleri vermesi ve teknoloji \u015firketlerine ili\u015fkin “y\u00fcksek de\u011ferleme” endi\u015felerinin s\u00fcrmesiyle risk i\u015ftah\u0131 d\u00fc\u015f\u00fck seyrediyor.<\/p>\n","protected":false},"author":2,"featured_media":1488,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[7,241],"class_list":["post-1487","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guncel","tag-ekonomi","tag-piyasalar"],"_links":{"self":[{"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/posts\/1487","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1487"}],"version-history":[{"count":0,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/posts\/1487\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=\/wp\/v2\/media\/1488"}],"wp:attachment":[{"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1487"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1487"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wordpress.habereditoru.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1487"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}