<\/p>\n
Reflasyon (vergi indirimleri ve para arz\u0131 art\u0131\u015f\u0131 yoluyla b\u00fcy\u00fcmenin desteklenmesi) i\u015flemlerinin \u00e7\u00f6kt\u00fc\u011f\u00fcne ili\u015fkin s\u00f6ylentiler en az\u0131ndan biraz abart\u0131l\u0131 gibi g\u00f6r\u00fcn\u00fcyor.<\/p>\n
Asya hisse senetleri, ABD’de t\u00fcketici fiyatlar\u0131n\u0131n g\u00fcc\u00fcne ili\u015fkin detaylar\u0131 verecek veriler ve bir grup Fed yetkilisinin yapaca\u011f\u0131 konu\u015fmalar \u00f6ncesi k\u00fcresel ralliyi devam ettirdi. Yen Pazartesi g\u00fcn\u00fc, Standard & Poor’s 500 Endeksi’nin (S&P 500) Cuma g\u00fcn\u00fc rekor seviyeye t\u0131rmanmas\u0131n\u0131n ard\u0131ndan zay\u0131flad\u0131. Demir cevheri ve bak\u0131r de\u011fer kazand\u0131 ve Asya’da ham madde \u00fcreticilerinin hisselerine al\u0131m gelmesine neden oldu.<\/p>\n
Hisse senedi yat\u0131r\u0131mc\u0131lar\u0131 ge\u00e7en hafta, k\u00fcresel endeksin \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc hafta y\u00fckselmesini sa\u011flarken, Trump’\u0131n “\u00f6nemli” bir vergi plan\u0131 tahh\u00fcd\u00fcnde bulunmas\u0131, Bloomberg Dolar Spot Endeksi’nde 2010’dan bu yana en uzun haftal\u0131k d\u00fc\u015f\u00fc\u015f serisi olan 6 haftal\u0131k kayb\u0131 durdurdu. Dolar g\u00f6stergesinde ge\u00e7en haftan\u0131n ikinci yar\u0131s\u0131na g\u00f6r\u00fclen y\u00fckseli\u015f, Trump’\u0131n politikaar\u0131na ili\u015fkin beklentilerinden kaynaklanan reflasyon i\u015flemlerinin bitti\u011fi yolundaki spek\u00fclasyonun zay\u0131flamas\u0131na neden oldu.<\/p>\n
Halen, Fed ba\u015fkan Yard\u0131mc\u0131s\u0131 Stanley Fischer, haftasonunda yapt\u0131\u011f\u0131 konu\u015fmada, ABD’de maliye politikas g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin “\u00f6nemli oranda belirsizli\u011fin” s\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. Fed’in bankac\u0131l\u0131k konusunda en \u00fcst d\u00fczey y\u00f6neticisi Daniel Tarullo istifa etti ve bu durum, Ba\u015fkan Trump’\u0131n Wall Street ve para politikas\u0131n\u0131n denetimini yeniden \u015fekillendirmesi konusundaki g\u00fcc\u00fcn\u00fc art\u0131rd\u0131. Fed Ba\u015fkan\u0131 Janet Yellen Sal\u0131 ve \u00c7ar\u015famba g\u00fcnleri Kongre’de kanun yap\u0131c\u0131lara konu\u015facak ve Bloomberg’in stratejistlerine g\u00f6re, e\u011fer Yellen Mart ay\u0131ndaki toplant\u0131da faiz art\u0131r\u0131m\u0131n\u0131n kartlar aras\u0131nda oldu\u011funu i\u015faret ederse, dolar ralli yapabilir.<\/p>\n
Tokyo’da hisse senetleri, Japonya Ba\u015fbakan\u0131 Shinzo Abe ve ABD Ba\u015fkan\u0131 Donald Trump’\u0131n Japon Ba\u015fbakan\u0131’n\u0131n iki g\u00fcnl\u00fck ABD ziyareti s\u0131ras\u0131nda kur seviyeleri hakk\u0131nda bir tart\u0131\u015fmaya girmekten ka\u00e7\u0131nmas\u0131n\u0131n ard\u0131ndan de\u011fer kazand\u0131. Bug\u00fcn a\u00e7\u0131klanan veriler, Japonya ekonomisinin 2016 y\u0131l\u0131n\u0131n son \u00e7eyre\u011finde, ihracat ve i\u015fletme yat\u0131r\u0131mlar\u0131n\u0131n deste\u011fi ile \u0131l\u0131ml\u0131 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi. Japonya ekonomisi d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f rakamla y\u00fczde 1 b\u00fcy\u00fcd\u00fc ve b\u00f6ylelikle \u00fc\u00e7 y\u0131l\u0131 a\u015fk\u0131n s\u00fcredir ilk kez d\u00f6rt \u00e7eyrek art arda b\u00fcy\u00fcme ger\u00e7ekle\u015fti.<\/p>\n
Piyasalarda yakla\u015fan \u00f6nemli olaylar \u015f\u00f6yle;<\/p>\n
*Hindistan’da Ocak ay\u0131 t\u00fcketici fiyatlar\u0131 verileri a\u00e7\u0131klanacak ve beklentiler enflasyonun yava\u015flad\u0131\u011f\u0131 y\u00f6\u00fcnde.<\/p>\n
*Traderlar \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak olan ABD’nin Ocak ay\u0131 enflasyon rakamlar\u0131na bakacak. Bu veri, Yellen’\u0131n Sal\u0131 ve \u00c7ar\u015famba g\u00fcnlerinde temsilciler Meclisi ve Senato’da yapaca\u011f\u0131 konu\u015fmalar\u0131n aras\u0131nda gelecek.<\/p>\n
Hisse Senetleri<\/strong><\/p>\n *MSCI Asya Pasifik Endeksi Tokyo saati ile 11:15’te y\u00fczde 0.3 yukar\u0131da seyrediyordu. Hong Kong’da Hang Seng Endeksi y\u00fczde 0.3 ve \u00c7in’de \u015eanghay Bile\u015fik Endeksi y\u00fczde 0.5 t\u0131rmand\u0131.<\/p>\n *Avustralya’da S&P\/ASX 200 Endeksi emtia \u00fcreticilerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fczde 0.7 y\u00fckseldi. Rio Tinto hisseleri, Sydney’deki i\u015flemlerde \u00fc\u00e7 y\u0131l\u0131n en y\u00fcksek seviyesine do\u011fru t\u0131rmand\u0131.<\/p>\n *Japonya’da Topix Endeksi y\u00fczde 0.6 y\u00fckseldi ve bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en y\u00fcksek seviyesine yakla\u015ft\u0131.<\/p>\n *MSCI Geli\u015fen Piyasalar Endeksi ge\u00e7en hafta y\u00fczde 1.2 y\u00fckselerek Temmuz 2015’ten bu yana en y\u00fcksek seviyesine t\u0131rmand\u0131ktan sonra y\u00fczde 0.2 daha y\u00fckseldi.<\/p>\n *Standard & Poor’s 500 (S&P 500) endeks vadeli kontratlar\u0131 y\u00fczde 0.1 y\u00fckseldi.<\/p>\n Para Birimleri<\/strong><\/p>\n *Yen dolar kar\u015f\u0131s\u0131nda y\u00fczde 0.7 d\u00fc\u015ferek 113.96 seviyesine indi.<\/p>\n *Euro dolar kar\u015f\u0131s\u0131nda y\u00fczde 0.3 d\u00fc\u015ferek 1.0616 seviyesine geriledi.<\/p>\n *ABD para biriminin 10 \u00f6nemlipara kar\u015f\u0131s\u0131ndaki seyrini g\u00f6steren Bloomberg Dolar Spot Endeksi ge\u00e7en hafta y\u00fczde 0.7 de\u011fer kazanarak Noel tatili\u00f6ncesinden bu yana ilk haftal\u0131k kazanc\u0131n\u0131 ger\u00e7ekle\u015ftirmesinin ard\u0131ndan y\u00fczde 0.2 daha y\u00fckseldi.<\/p>\n Tahviller<\/strong><\/p>\n *ABD’nin 10 y\u0131l vadeli tahvillerinin faizi iki baz puan artarak y\u00fczde 2.43’e \u00e7\u0131kt\u0131 ve ge\u00e7en haftaki d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn bir k\u0131sm\u0131n\u0131 geri ald\u0131.<\/p>\n *Avustralya’n\u0131n 10 y\u0131l vadeli tahvilleri d\u00fc\u015ft\u00fc ve bu ka\u011f\u0131d\u0131n faizi bir baz puan y\u00fckselerek y\u00fczde 2.71’e \u00e7\u0131kt\u0131.<\/p>\n Emtia<\/strong><\/p>\n *Demir cevheri vadelileri Delian piyasas\u0131nda y\u00fczde 4.4 y\u00fckseldi. \u00c7elik \u00fcretiminde kullan\u0131lan bu ham madde ikiy\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en y\u00fcksek seviyesi yak\u0131n\u0131nda seyrediyor.<\/p>\n