{"id":1286,"date":"2016-08-27T10:23:47","date_gmt":"2016-08-27T07:23:47","guid":{"rendered":"https:\/\/adalethazar.com\/?p=1286"},"modified":"2016-08-27T10:23:47","modified_gmt":"2016-08-27T07:23:47","slug":"kuresel-piyasalar-jackson-hole-sonrasi-yon-buldu","status":"publish","type":"post","link":"https:\/\/adalethazar.com\/index.php\/kuresel-piyasalar-jackson-hole-sonrasi-yon-buldu\/","title":{"rendered":"K\u00fcresel piyasalar Jackson Hole sonras\u0131 y\u00f6n buldu"},"content":{"rendered":"

Bloomberght – Uluslararas\u0131 piyasalarda t\u00fcm dikkatler Fed Ba\u015fkan\u0131 Janet Yellen’\u0131n bug\u00fcnk\u00fc konu\u015fmas\u0131n\u0131n ard\u0131ndan y\u00f6n buluyor<\/h2>\n

<\/p>\n

Fed Ba\u015fkan\u0131 Janet Yellen’in bo\u011fa yorumlar\u0131n\u0131n ard\u0131ndan gelen iyimserlik Ba\u015fkan Yard\u0131mc\u0131s\u0131 Stanley Fischer’\u0131n Eyl\u00fck ay\u0131 faiz art\u0131r\u0131m\u0131n\u0131n olas\u0131 oldu\u011funu s\u00f6ylemesiyle s\u00f6nd\u00fc. Tahviller d\u00fc\u015ferken, dolar de\u011fer kazand\u0131.<\/p>\n

K\u00fcresel hisse senetleri iki ay\u0131n en uzun haftal\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc geni\u015fletirken, traderlar faiz oran\u0131 tahminlerini art\u0131rd\u0131. Dolar \u00f6nemli para birimlerinin \u00e7o\u011fu kar\u015f\u0131s\u0131nda y\u00fckseldi. Petrol yukar\u0131 t\u0131\u0131rmand\u0131.\u00a0S&P 500 Endeksi y\u00fckseli\u015fini koruyamayarak New York’ta saat 16:00 itibariyle y\u00fczde 0.1 d\u00fc\u015ft\u00fc.<\/p>\n

Traderlar, Fed yetkililerin para politikas\u0131nda s\u0131k\u0131la\u015ft\u0131rmaya gidilmesi y\u00f6n\u00fcnde giderek artan deme\u00e7lerinin etkisiyle, gelecek ayki Fed faiz art\u0131r\u0131m\u0131 tahminlerini y\u00fckseltti. Yellen, bug\u00fcn merkez bankac\u0131lar\u0131 ve ekonomistlere yapt\u0131\u011f\u0131 konu\u015fmada ge\u00e7ti\u011fimiz aylarda faiz art\u0131r\u0131m\u0131 durumunun g\u00fc\u00e7lendi\u011fini s\u00f6yledi. Fed yetkilileri faizleri yeniden y\u00fckseltme arzular\u0131n\u0131 dile getirmelerine ra\u011fmen, bu y\u0131lki 5 toplant\u0131da faizleri de\u011fi\u015ftirmedi. Eyl\u00fcl 20-21’deki faiz art\u0131r\u0131m\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 42 olarak fiyatlan\u0131rken, Aral\u0131k oran\u0131 y\u00fczde 63 oldu.<\/p>\n

Birmingham, Alabama’da k\u0131demli ba\u015fkan yard\u0131mc\u0131s\u0131 Walter \u201cBucky\u201d Hellwig, “Konu\u015fma \u015fahindi ancak beklenildi\u011fi kadar de\u011fildi.” dedi ve “Yat\u0131r\u0131mc\u0131lar ve traderlar bug\u00fcne konu\u015fman\u0131n belki biraz daha \u015fahin olabilece\u011fi ve belki bu ay ya da Aral\u0131k’ta faiz art\u0131r\u0131m\u0131 olabilece\u011fi beklentisiyle girdi. Yat\u0131r\u0131mc\u0131lar t\u00fcm hafta bu toplant\u0131 i\u00e7in bekledi ve \u015fimdi tekrardan i\u015flem yapmak i\u00e7in sinyalleri ald\u0131lar.” diye g\u00f6r\u00fc\u015f bildirdi.<\/p>\n

Bank of America Merrill Lynch stratejistileri 24 A\u011fustos’taki notlar\u0131nda, eski Fed Ba\u015fkan\u0131 Ben Bernanke’nin daha fazla parasal geni\u015fleme olaca\u011f\u0131 sinyalini vermesiyle, son 10 y\u0131lda Jackson Hole’de yaln\u0131zca bir defa piyasalarda b\u00fcy\u00fck harekete neden oldu\u011funu belirtmi\u015fti.<\/p>\n

ABD ekonomisi son \u00e7eyrekte d\u00fc\u015f\u00fck h\u00fck\u00fcmet harcamalar\u0131 ve stoklardaki daha b\u00fcy\u00fck azalmayla \u00f6nceki rapor edilenden daha az b\u00fcy\u00fcm\u00fc\u015f, genel olarak t\u00fcketici harcamalar\u0131na dayal\u0131 bir ilk yar\u0131 performans\u0131 g\u00f6stermi\u015fti. S\u00fcrd\u00fcr\u00fclebilir bir art\u0131\u015f\u0131 elde etmedeki ba\u015far\u0131s\u0131zl\u0131k Fed politika yap\u0131c\u0131lar\u0131 bu y\u0131l i\u00e7inde faiz art\u0131r\u0131m\u0131na gitmekten geri tuttu.<\/p>\n

– Hisse senetleri<\/strong><\/p>\n

MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi hisse senetleri haftal\u0131k kayb\u0131n\u0131 y\u00fczde 0.9’a geni\u015fletirken, S&P 500 y\u00fczde 0.1 d\u00fc\u015ft\u00fc.
\nABD hisse senetleri, Fed yetkililerinden gelen \u015fahin yorumlar ve dengesiz datan\u0131n etkisiyle ivme kaybettikten sonra rallisine devam etti.<\/p>\n

Boston’da LPL Financial CEO’su John Canally, “Konu\u015fma ABD ve k\u00fcresel b\u00fcy\u00fcme i\u00e7in g\u00fcven oyu niteli\u011findeydi ve bu da piyasalar\u0131 yukar\u0131 kald\u0131r\u0131yor.” dedi ve “Bir\u00e7ok insan, Eyl\u00fcl’de faizlerin artaca\u011f\u0131n\u0131 s\u00f6yleyece\u011fini d\u00fc\u015f\u00fcnerek Yellen’dan daha fazla \u015fahin yorum bekliyordu. Ancak \u00f6yle olmad\u0131. Ayr\u0131ca k\u00fcresel ekonomik durumlara da de\u011finmedi.” diye konu\u015ftu.<\/p>\n

– Para birimleri<\/strong><\/p>\n

Bloomberg Dollar Spot Endeksi y\u00fczde 0.8 y\u00fckseldi. Dolar, Yellen’in politika yap\u0131c\u0131lar\u0131n \u0131l\u0131ml\u0131 b\u00fcy\u00fcme beklentilerine ek olarak g\u00fc\u00e7lenen istihdam piyasas\u0131 ve enflasyonun y\u00fczde 2’ye birka\u00e7 y\u0131l i\u00e7ersinde ula\u015faca\u011f\u0131 beklentileriyle faizleri art\u0131rmada kademeli bir yol izlemeyi planlad\u0131\u011f\u0131n\u0131 s\u00f6ylemesinin ard\u0131ndan \u00f6nemli para birimlerinin \u00e7o\u011fu kar\u015f\u0131s\u0131nda d\u00fc\u015ft\u00fc. Dolar euro kar\u015f\u0131s\u0131nda y\u00fczde 0.8 de\u011fer kazanarak 1.1195 olurken, yen kar\u015f\u0131s\u0131nda 101.81 seviyesine geldi.<\/p>\n

– Emtia<\/strong><\/p>\n

 <\/p>\n

Ekim vadeli Bat\u0131 Teksas petrol\u00fc 31 sent y\u00fckselerek varil b\u015fa\u0131na 47.64 olurken, Ekim vadeli Brent petrol\u00fc 25 sentlik art\u0131\u015fla 49.92 seviyesine ilerledi.<\/p>\n","protected":false},"excerpt":{"rendered":"

Bloomberght – Uluslararas\u0131 piyasalarda t\u00fcm dikkatler Fed Ba\u015fkan\u0131 Janet Yellen’\u0131n bug\u00fcnk\u00fc konu\u015fmas\u0131n\u0131n ard\u0131ndan y\u00f6n buluyor<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"views":1652,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1286"}],"collection":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/comments?post=1286"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1286\/revisions"}],"predecessor-version":[{"id":1287,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1286\/revisions\/1287"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=1286"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=1286"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=1286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}