{"id":60336,"date":"2024-07-13T09:00:07","date_gmt":"2024-07-13T09:00:07","guid":{"rendered":"https:\/\/ekamu.net\/?p=60336"},"modified":"2024-07-13T09:00:07","modified_gmt":"2024-07-13T09:00:07","slug":"euro-bolgesi-yatirimci-guveninde-toparlanma-son-buldu","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/07\/13\/euro-bolgesi-yatirimci-guveninde-toparlanma-son-buldu\/","title":{"rendered":"Euro B\u00f6lgesi yat\u0131r\u0131mc\u0131 g\u00fcveninde toparlanma son buldu"},"content":{"rendered":"
\n

Piyasalara ili\u015fkin ara\u015ft\u0131rmalar yapan ve merkezi Frankfurt’ta bulunan Sentix, 1140 yat\u0131r\u0131mc\u0131n\u0131n kat\u0131l\u0131m\u0131yla ger\u00e7ekle\u015ftirdi\u011fi Temmuz ay\u0131na ili\u015fkin Euro B\u00f6lgesi Genel Yat\u0131r\u0131mc\u0131 G\u00fcven Endeksi verilerini a\u00e7\u0131klad\u0131.<\/p>\n

Buna g\u00f6re, haziranda 0,3 olan Euro B\u00f6lgesi Genel Yat\u0131r\u0131mc\u0131 G\u00fcven Endeksi, bu ay 7,6 puanl\u0131k d\u00fc\u015f\u00fc\u015fle eksi 7,3 puana geriledi.<\/p>\n

B\u00f6ylece Ekim 2023’ten bu yana endekste devam eden toparlanma da sona erdi.<\/p>\n

Endekse ili\u015fkin beklenti, Temmuz’da sabit kalmas\u0131 y\u00f6n\u00fcndeydi.<\/p>\n

Yat\u0131r\u0131mc\u0131lar\u0131n gelecek 6 aya ili\u015fkin beklentilerini \u00f6l\u00e7en Beklentiler Endeksi de 10 puandan 1,5 puana inerek \u201ctahmincileri endi\u015felendirecek\u201d bir d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n<\/div>\n

\n

Mevcut Durum Endeksi de eksi 9 puandan eksi 15,8 puana indi.<\/p>\n

Sentix\u2019in a\u00e7\u0131klamas\u0131nda, \u201cAvrupa ekonomisinin son d\u00f6nemdeki toparlanmas\u0131 aniden sona erdi\u201d ifadesine yer verilerek, \u201c\u00d6zellikle beklentilerde 8,5 puanl\u0131k d\u00fc\u015f\u00fc\u015f, zaten zor olan ekonomik durumun \u00f6n\u00fcm\u00fczdeki 6 ay i\u00e7inde daha da k\u00f6t\u00fcle\u015fece\u011fi \u00f6ng\u00f6r\u00fcs\u00fcyle tahmincileri endi\u015felendirecek gibi g\u00f6r\u00fcn\u00fcyor\u201d denildi.<\/p>\n

Yat\u0131r\u0131mc\u0131lar\u0131n Fransa se\u00e7imleri, yakla\u015fan Almanya eyalet se\u00e7imleri ve bu y\u0131l\u0131n sonundaki ABD ba\u015fkanl\u0131k se\u00e7imlerine ili\u015fkin belirsizlikten endi\u015fe duyduklar\u0131 aktar\u0131lan a\u00e7\u0131klamada, \u201cG\u00f6revdeki ABD ba\u015fkan\u0131n\u0131n sa\u011fl\u0131\u011f\u0131 ve Beyaz Saray yar\u0131\u015f\u0131nda eski ba\u015fkan Donald Trump’a kar\u015f\u0131 kimin aday olaca\u011f\u0131 sorusunun cevaps\u0131z kalmas\u0131 giderek endi\u015feleri art\u0131yor. \u00d6zellikle ABD ekonomisindeki yava\u015flama artarken ve d\u00fcnyan\u0131n di\u011fer ekonomilerine yay\u0131lmaya ba\u015flarken, bu belirsizlik bir t\u00fcr bo\u015fluk olu\u015fturuyor.\u201d ifadeleri yer ald\u0131.<\/p>\n

Alman ekonomisinde beklentiler negatif b\u00f6lgede<\/b><\/p>\n

Ekonomisi ihracata dayal\u0131 Almanya’da Genel Yat\u0131r\u0131mc\u0131 G\u00fcven Endeksi, art arda 3 ayl\u0131k y\u00fckseli\u015fin ard\u0131ndan Temmuz’da 6,5 puanl\u0131k d\u00fc\u015f\u00fc\u015fle eksi 19 puana indi.<\/p>\n

Almanya’da Mevcut Durum Endeksi de eksi 26,3 puandan eksi 32,3 puana geriledi.<\/p>\n

Sentix Genel M\u00fcd\u00fcr\u00fc Patrick Hussy, \u201dAlmanya’da d\u00fczenlenen 2024 Avrupa Futbol \u015eampiyonas\u0131’n\u0131n ard\u0131ndan olu\u015fan olumlu havaya ra\u011fmen, Alman ekonomisi bir sonraki gerilemeyi ya\u015f\u0131yor\u201c de\u011ferlendirmesinde bulundu.<\/p>\n

Almanya\u2019da yat\u0131r\u0131mc\u0131lar\u0131n beklentisinde Haziran’daki art\u0131\u015f\u0131n \u201czaten \u00e7ok dinamik olmad\u0131\u011f\u0131n\u0131\u201d belirten Hussy, \u201c\u015eimdi bu umut verici e\u011filim yeniden tamamen tehlikeye giriyor. Beklentiler Endeksi Temmuz’da Nisan 2024 sonu\u00e7lar\u0131n\u0131n da alt\u0131na d\u00fc\u015ferek -4,8 puanla yeniden negatif b\u00f6lgede yer ald\u0131. Ba\u015far\u0131l\u0131 bir Avrupa Futbol \u015eampiyonas\u0131’ndan beklenen r\u00fczgar ortada yok\u201d ifadelerini kulland\u0131.<\/p>\n

Alman ekonomisi, 2 y\u0131ll\u0131k durgunluk d\u00f6neminin ard\u0131ndan y\u0131l\u0131n ilk \u00e7eyre\u011finde y\u00fczde 0,2 b\u00fcy\u00fcme kaydederek teknik resesyona girmekten k\u0131l pay\u0131 kurtulmu\u015ftu.<\/p>\n

\u00dclke ekonomisi, \u00f6zellikle b\u00f6lgedeki di\u011fer \u00fclkelere oranla daha b\u00fcy\u00fck bir rol oynayan imalat sekt\u00f6r\u00fcndeki kal\u0131c\u0131 zay\u0131fl\u0131k nedeniyle k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 koruyor.<\/p>\n

Alman h\u00fck\u00fcmeti, 2024 i\u00e7in daha \u00f6nce y\u00fczde 0,2 olarak a\u00e7\u0131klanan resmi b\u00fcy\u00fcme beklentisini, 24 Nisan’da “hafif konjonkt\u00fcrel iyile\u015fme i\u015faretleriyle” revize ederek y\u00fczde 0,3’e y\u00fckseltmi\u015fti.<\/p>\n<\/div>\n

<\/p>\n

Kaynak :\u00a0Bloomberg HT<\/span><\/p>\n

<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Euro B\u00f6lgesi’nde yat\u0131r\u0131mc\u0131 g\u00fcven endeksi temmuzda beklenenden fazla d\u00fc\u015ferken, endekste art arda 8 ay s\u00fcren y\u00fckseli\u015f de son buldu.<\/p>\n","protected":false},"author":1,"featured_media":60337,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[2678,1604,1882,241,1140],"class_list":["post-60336","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-almanya","tag-ekonomisi","tag-eksi","tag-endeksi","tag-yatirimci"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/60336","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=60336"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/60336\/revisions"}],"predecessor-version":[{"id":60338,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/60336\/revisions\/60338"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/60337"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=60336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=60336"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=60336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}