<\/p>\n
Hisse senedi piyasalar\u0131, \u00c7in’de \u00fcretici fiyatlar\u0131 2008’deki Pekin Olimpiyatlar\u0131’ndan bu yana en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirirken, t\u00fcketici fiyatlar\u0131n\u0131n beklenenden daha yava\u015f artt\u0131\u011f\u0131n\u0131 g\u00f6steren veriler sonras\u0131 d\u00fc\u015ft\u00fc.<\/p>\n
Hong Kong’da Hang Seng Endeksi ve \u00c7in’de \u015eanghay Bile\u015fik Endeksi, her ikisi birden bu ay\u0131n en h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc g\u00f6sterirken, Hong Kong’da i\u015flem g\u00f6ren \u00c7in hisselerini i\u00e7eren endeks 16 Ocak’tan bu yana en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ger\u00e7ekle\u015ftirdi. Japonya hisseleri erken saatlerdeki kazan\u00e7lar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri verdi. Beklenenden daha iyi \u00e7\u0131kan ABD \u00f6zel sekt\u00f6r istihdam verisi sonras\u0131 dolardaki y\u00fckseli\u015f ve ABD Hazine tahvillerindeki d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan, yendeki zay\u0131flama Tokyo hisselerine destek verdi. Petrol <\/i><\/a> \u00fc\u00e7 ay\u0131n en d\u00fc\u015f\u00fck seviyesinden y\u00fckseldi ve alt\u0131n d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc d\u00f6rd\u00fcnc\u00fc g\u00fcne yayd\u0131.<\/p>\n Capital Economis’in \u00c7in ekonomisti Julian Evans-Pritchard, “\u00c7in’in \u00fcretici fiyatlar\u0131 endeksi politika yap\u0131c\u0131lar\u0131 endi\u015felendirmemeli, zira bu endeks, baz etkilerinden dolay\u0131, bir ya da iki ay i\u00e7inde zirve yapacak ve ard\u0131ndan gerileyecek,” dedi ve “Son d\u00f6nemde yukar\u0131 y\u00f6nde hareketin fazla olmamas\u0131, t\u00fcketici fiyatlar\u0131n\u0131n \u00fcretici fiyatlar\u0131na ne denli duyars\u0131z oldu\u011funun alt\u0131n\u0131 \u00e7iziyor. Bu y\u0131l, politikan\u0131n daha da s\u0131k\u0131la\u015ft\u0131r\u0131lmas\u0131n\u0131n enflasyonun kontrol alt\u0131na al\u0131nmas\u0131ndan ziyade kredi risklerinden dolay\u0131 yap\u0131lmas\u0131n\u0131 bekliyoruz” \u015feklinde g\u00f6r\u00fc\u015f bildirdi.<\/p>\n Analistler, ADP’nin d\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 \u015eubat ay\u0131 \u00f6zel sekt\u00f6r istihdam verisinin yakla\u015f\u0131k \u00fc\u00e7 y\u0131l\u0131n en b\u00fcy\u00fck y\u00fckseli\u015fini g\u00f6stermesinin ard\u0131ndan Cuma g\u00fcn\u00fc a\u00e7\u0131klanacka olan tar\u0131m d\u0131\u015f\u0131 istihdam verisi i\u00e7in tahminlerini y\u00fckseltti. Fed’in Mart toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131na gitmesine neredeyse kesin g\u00f6s\u00fcyle bak\u0131l\u0131yor. ABD hisse senetlerinde bo\u011fa piyasas\u0131, tarihin en b\u00fcy\u00fck se\u00e7im sonras\u0131 rallilerinden birinin ger\u00e7ekle\u015fmesinin deste\u011fi ile sekizinci y\u0131l\u0131na girdi.<\/p>\n Piyasalar\u0131n bu hafta izleyece\u011fi \u00f6nemli olaylar \u015f\u00f6yle;<\/p>\n *Avrupa Merkez Bankas\u0131 (AMB) Ba\u015fkan\u0131 Mario Draghi’nin, mevcut fiyat bask\u0131lar\u0131n\u0131n zay\u0131f olmas\u0131ndan dolay\u0131, parasal geni\u015flemeyi (QE) bu y\u0131l\u0131n sonuna kadar korumas\u0131 bekleniyor. AMB’nin politika duyurusu TS\u0130 15:45’te yap\u0131lacak ve Draghi bu a\u00e7\u0131klamadan 45 dakika sonra bas\u0131n toplant\u0131s\u0131 d\u00fczenleyecek.<\/p>\n *ABD’de resmi istihdam verileri Cuma g\u00fcn\u00fc a\u00e7\u0131klancak. Tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n \u015eubat ay\u0131nda, son alt\u0131 ay\u0131n ortalamas\u0131na paralel olarak 200,000 artmas\u0131 ve istihdam b\u00fcy\u00fcmesindeki istikrar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6stermesi bekleniyor.<\/p>\n Para Birimleri<\/strong><\/p>\n *Offshore yuan y\u00fczde 0.2 d\u00fc\u015f\u00fc\u015fle Hong Kong saati ile 12:52’de 6.9276 seviyesine indi ve son iki ay\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc. \u00c7in’de \u00fcretici fiyatlar\u0131 endeksi \u015eubat ay\u0131nda y\u0131ll\u0131k y\u00fczde 7.8 artt\u0131 ve Eyl\u00fcl 2008’den bu yana en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 g\u00f6sterdi. T\u00fcketici fiyatlar\u0131 ise ayn\u0131 d\u00f6nemde y\u0131ll\u0131k y\u00fczde 1.7 art\u0131\u015f g\u00f6stermesi beklenirken y\u00fczde 0.8 y\u00fckseldi.<\/p>\n *ABD para biriminin 10 \u00f6nemli para kar\u015f\u0131s\u0131ndaki seyrini g\u00f6steren Bloomberg Dolar Spot Endeksi \u00c7ar\u015famba g\u00fcn\u00fc y\u00fczde 0.4 y\u00fckseldikten sonra y\u00fczde 0.1 daha t\u0131rmand\u0131.<\/p>\n *G\u00fcney Kore para birimi won dolar kar\u015f\u0131s\u0131nda y\u00fczde 0.9 d\u00fc\u015ferek 1,156.13 doalra geriledi. Japon yeni kay\u0131plar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri almas\u0131na kar\u015f\u0131n halen y\u00fczde 0.1 a\u015fa\u011f\u0131da 113.51 seviyesindeydi.<\/p>\n Hisse Senetleri<\/strong><\/p>\n *Hong Kong’da Hang Seng Endeksi y\u00fczde 1 ile 1 \u015eubat’tan bu yana en h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc g\u00f6sterirken, \u00c7in’de \u015eanghay Bile\u015fik Endeksi y\u00fczde 0.9 ile 27 \u015eubat’tan bu yana en b\u00fcy\u00fck kay\u0131b\u0131n\u0131 yapt\u0131. Hong Kong’da i\u015flem g\u00f6ren \u00c7in hisselerini i\u00e7eren Hang Seng China Enetrprises Endeksi y\u00fczde 1.5 geriledi.<\/p>\n *G\u00fcney Kore’de Kospi Endeksi erken saatlerdeki kazan\u00e7lar\u0131n\u0131 geri verdi ve y\u00fczde 0.1 geriledi. Japonya’da Topix Endeksi y\u00fczde 0.3 t\u0131rmand\u0131.<\/p>\n *Avustralya’da S&P\/ASX 200 Endeksi y\u00fczde 0.4 geriledi.<\/p>\n *Standard & Poor’s 500 (S&P 500) endeks vadeli kontratlar\u0131, g\u00f6sterge endeksin \u00c7ar\u015famba g\u00fcn\u00fc y\u00fczde 0.2 d\u00fc\u015fmesinin ard\u0131ndan fazla de\u011fi\u015fmedi. Endeks 2017 y\u0131l\u0131nda y\u00fczde 5.5 y\u00fckseldi.<\/p>\n Tahviller<\/strong><\/p>\n ABD’nin 10 y\u0131l vadeli tahvillerinin faizi son sekiz g\u00fcnde 25 baz puan y\u00fckseldikten sonra bir baz puan daha t\u0131rmanarak y\u00fczde 2.57’ye ula\u015ft\u0131.<\/p>\n *Avustralya’n\u0131n 10 y\u0131l vadeli tahvillerinin faizi y\u00fczde 2.94 ile Aral\u0131k 2015’ten bu yana en y\u00fcksek seviyesini g\u00f6rmesinin ard\u0131ndan yedi baz puan y\u00fckseli\u015fle y\u00fczde 2.93’e geldi.<\/p>\n Emtia<\/p>\n