<\/p>\n
K\u00fcresel hisse senetlerini rekor seviyelere y\u00fckselten reflasyon i\u015flemleri, yenin dolar kar\u015f\u0131s\u0131nda s\u0131\u00e7rama yapmas\u0131 ve ABD Hazine tahvillerinin son be\u015f g\u00fcnde ilk kez de\u011fer kazanmas\u0131 ile birlikt, Asya seans\u0131nda etkisini kaybetti.<\/p>\n
Tokyo’da hisse senetleri d\u00fc\u015ferken, dolar \u00f6nemli para birimlerinin \u00e7o\u011fu kar\u015f\u0131s\u0131nda de\u011fer yitirdi. Yat\u0131r\u0131mc\u0131lar, MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi’nin \u00c7ar\u015famba g\u00fcn\u00fc tarihinin en y\u00fcksek seviyesinden kapanmas\u0131n\u0131n ard\u0131ndan, hisse senetlerinin daha ne kadr y\u00fckselebilece\u011fini s\u0131rguluyor. ABD’de enflasyonun y\u00fckseldi\u011fine ili\u015fkin i\u015faretler, Trump y\u00f6netiminin destekleyici maliye politikalar\u0131na ili\u015fkin planlar\u0131n\u0131n beklendi\u011fi bir ortamda, ekonominin daha y\u00fcksek faiz oranlar\u0131na dayanabilece\u011fine ili\u015fkin beklentileri g\u00fc\u00e7lendirdi. 10 y\u0131l vadeli ABD Hazine tahvillerinin faizi \u00c7ar\u015famba g\u00fcn\u00fc y\u00fczde 2.50’yi g\u00f6rd\u00fckten sonra geri \u00e7ekildi.<\/p>\n
K\u00fcresel hisse senetlerinin toplam de\u011feri, ABD ekonomisinde b\u00fcy\u00fcmenin g\u00fc\u00e7lenece\u011fi iyimserli\u011fi ile, Donald trump’\u0131n ba\u015fkanl\u0131\u011f\u0131a se\u00e7ilmesinden bu yana 70 trilyon dolar\u0131n \u00fczerinde art\u0131\u015f g\u00f6sterdi. Teknik bir g\u00f6sterge, MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi’nin a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesinde olabilece\u011fini i\u015faret ederken, Standard & Poor’s 500 Endeksi’nin (S&P 500) volatilite g\u00f6stergesi \u00c7ar\u015famba g\u00fcn\u00fc Ocak ay\u0131ndan bu yana en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n
Tokyo’da Sumitomo Mitsui Trust Bank Ltd. piyasa stratejisti Ayako Sera, “Hisse senetleri bu noktadan ralliyi s\u00fcrd\u00fcrebilir mi?” dedi ve “Japonya hisse senetlerinde bug\u00fcn g\u00f6r\u00fclen d\u00fc\u015f\u00fc\u015f Avrupa’ya ve daha sonra New York’a s\u0131\u00e7rarsa, durum daha ciddi hale gelebilir. Ancak bekleyip g\u00f6rmek durumunday\u0131z” \u015feklinde g\u00f6r\u00fc\u015f bildirdi.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanan veriler, Fed’in Mart ay\u0131ndaki toplant\u0131da faiz art\u0131r\u0131m\u0131na gitme olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 30’dan y\u00fczde 42’ye \u00e7\u0131kmas\u0131na neden oldu ve bu art\u0131\u015f ayr\u0131ca, Fed Ba\u015fkan\u0131 Janet Yellen’\u0131n merkez bankas\u0131n\u0131n faiz art\u0131r\u0131m\u0131 i\u00e7in Trump’\u0131n maliye politikas\u0131na ili\u015fkin planlar\u0131n\u0131 beklemek durumunda olmad\u0131\u011f\u0131n\u0131 s\u00f6ylemesinden de destek buldu. ABD’nin y\u0131ll\u0131k enflasyon\u0131 Ocak ay\u0131nda y\u00fczde 2.5 ile 2012’den bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Yellen’\u0131n konu\u015fmas\u0131ndan \u00f6nce, traderlar Fed’in bor\u00e7lanma maliyetlerini art\u0131rmaya Haziran ay\u0131nda ba\u015flayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyordu. Ancak \u015fimdi, Bloomberg’in derledi\u011fi vadeli i\u015flem verilerine g\u00f6re, May\u0131s ay\u0131na kadr bir faiz art\u0131\u015f\u0131 bekleniyor. Bu hafta a\u00e7\u0131klanan veriler ayr\u0131ca \u00c7in’de \u00fcretici fiyatlar\u0131ndaki art\u0131\u015f\u0131n h\u0131zland\u0131\u011f\u0131n\u0131 g\u00f6sterdi.<\/p>\n
Piyasalarda yakla\u015fan \u00f6nemli olaylar \u015f\u00f6yle;<\/p>\n
*ABD’de Per\u015fembe g\u00fcn\u00fc konut ba\u015flang\u0131\u00e7lar\u0131 verisi a\u00e7\u0131klanacak. Ticaret Bakanl\u0131\u011f\u0131’n\u0131n a\u00e7\u0131klayaca\u011f\u0131 bu verinin, artan konut binalar\u0131 in\u015faat\u0131 ile birlikte \u00f6nceki ayki beklenenden daha h\u0131zl\u0131 y\u00fckseli\u015finin ard\u0131ndan, Ocak ay\u0131nda de\u011fi\u015fiklik g\u00f6stermemesi bekleniyor.<\/p>\n
*G20 \u00fclkelerinin bakanlar\u0131 Almanya’n\u0131n ba\u015fkanl\u0131\u011f\u0131nda iki g\u00fcnl\u00fck toplant\u0131s\u0131na ba\u015flayacak. Rex Tillerson’\u0131n d\u0131\u015fi\u015fleri bakan\u0131 olarak ilk Avrupa ziyaretini bu toplant\u0131 ile ger\u00e7ekle\u015ftirmesi bekleniyor.<\/p>\n
Hisse Senetleri<\/strong><\/p>\n *Japonya’da Topix Endeksi erken saatlerde kay\u0131p ve kazan\u00e7 b\u00f6lgeleri aras\u0131na dalgaland\u0131ktan sonra Tokyo saati ile 13:28’de y\u00fczde 0.3 a\u015fa\u011f\u0131da seyrediyordu. Avustralya’da S&P\/ASX 200 Endeksi y\u00fczde 0.1’den az d\u00fc\u015ft\u00fc. Yeni Zelanda’da S&P\/NZX 50 Endeksi Ekim ay\u0131ndan bu yana en y\u00fcksek seviyesinden y\u00fczde 1.1 geriledi.<\/p>\n *Hong Kong’da Hang Seng Endeksi y\u00fczde 0.4 y\u00fckselerek Eyl\u00fcl ay\u0131ndan bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc. Hong Kong’da i\u015flem g\u00f6ren \u00c7in hisselerini i\u00e7eren Hang Seng China Enterprises Endeksi, bankalar\u0131n \u00f6nc\u00fcl\u00fc\u011f\u00fcnde, y\u00fczde 0.2 t\u0131rmanarak Kas\u0131m 2015’ten bu yana en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n *Standard & Poor’s 500 (S&P 500) endeks vadeli kontratlar\u0131 g\u00f6sterge endeksin d\u00fcn y\u00fczde 0.5 y\u00fckselmesinin ard\u0131ndan y\u00fczde 0.1 geriledi ve MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi \u00c7ar\u015famba g\u00fcn\u00fc y\u00fczde 0.6 t\u0131rmand\u0131.<\/p>\n Para Birimleri<\/strong><\/p>\n *Yen dolar kar\u015f\u0131s\u0131nda \u00c7ar\u015famba g\u00fcn\u00fc y\u00fczde 0.9 d\u00fc\u015ft\u00fckten sonra y\u00fczde 0.2 y\u00fckselerek 113.90 seviyesine \u00e7\u0131kt\u0131.<\/p>\n *ABD para biriminin 10 \u00f6nemli para kar\u015f\u0131s\u0131ndaki seyrini g\u00f6steren Bloomberg Dolar Spot Endeksi y\u00fczde 0.1’den az d\u00fc\u015ft\u00fc ve d\u00f6rt g\u00fcnl\u00fck y\u00fckseli\u015fini durdurdu.<\/p>\n *Aussie olarak da adland\u0131r\u0131lan Avustralya dolar\u0131 \u00c7ar\u015famba g\u00fcn\u00fc y\u00fczde 0.6 y\u00fckseldikten sonra fazla de\u011fi\u015fmedi. \u0130\u015fsizlik oran\u0131 Ocak ay\u0131nda, tam zamanl\u0131 istihdamdaki sert d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131n beklenmedik bir \u015fekilde geriledi ve bu durum Avustralya’n\u0131n i\u015fg\u00fcc\u00fc piyasasndaki kar\u0131\u015f\u0131k durumu i\u015faret ediyor.<\/p>\n Tahviller<\/strong><\/p>\n *ABD’nin 10 y\u0131l vadeli tahvillerinin faizi \u00c7ar\u015famba g\u00fcn\u00fc y\u00fckseli\u015fini be\u015finci g\u00fcne ta\u015f\u0131mas\u0131n\u0131n ard\u0131ndan bir baz puan d\u00fc\u015ferek y\u00fczde 2.48’e indi.<\/p>\n *Avustralya’n\u0131n 10 y\u0131l vadeli tahvillerinin faizi iki baz puan artarak y\u00fczde 2.81’e \u00e7\u0131kt\u0131 ve y\u00fckseli\u015fini be\u015finci g\u00fcne ta\u015f\u0131d\u0131.<\/p>\n Emtia<\/strong><\/p>\n *Petrol <\/i><\/a>, resmi rakamlara g\u00f6re ABD’de Petrol <\/i><\/a> stoklar\u0131n\u0131n 1982’ye kadar giden haftal\u0131k veriler dikkate al\u0131nd\u0131\u011f\u0131nda en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan y\u00fczde 0.1 geriledi ve varil ba\u015f\u0131na 53 dolar civar\u0131nda i\u015flem g\u00f6r\u00fcyor.<\/p>\n