{"id":67740,"date":"2024-08-05T09:12:07","date_gmt":"2024-08-05T09:12:07","guid":{"rendered":"https:\/\/ekamu.net\/?p=67740"},"modified":"2024-08-05T09:12:07","modified_gmt":"2024-08-05T09:12:07","slug":"piyasalarda-olaganustu-fed-beklentisi","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/08\/05\/piyasalarda-olaganustu-fed-beklentisi\/","title":{"rendered":"Piyasalarda ‘ola\u011fan\u00fcst\u00fc’ Fed beklentisi"},"content":{"rendered":"
\n

Ge\u00e7en hafta zay\u0131f gelen ABD verisinin b\u00fcy\u00fcmeye y\u00f6nelik endi\u015feleri tetiklemesiyle k\u00fcresel hisse senedi piyasalar\u0131 sert d\u00fc\u015f\u00fc\u015f kaydederken piyasalarda bir hafta i\u00e7inde ABD Merkez Bankas\u0131’ndan (Fed) 25 baz puan faiz indirimi ihtimali y\u00fczde 60 olarak fiyatland\u0131.<\/p>\n

Y\u00fcksek enflasyon riskine dair endi\u015feler neredeyse tamamen ortadan kalkt\u0131 ve yerini resesyon endi\u015felerine b\u0131rakt\u0131. Yat\u0131r\u0131mc\u0131lar art\u0131k bir hafta i\u00e7inde ola\u011fan\u00fcst\u00fc toplant\u0131 ile 25 baz puanl\u0131k faiz indirimine gidilme olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 60 ihtimal olarak g\u00f6r\u00fcyor.<\/p>\n

\u00d6te yandan piyasalarda Avrupa Merkez Bankas\u0131’ndan gelecek ay 50 baz puanl\u0131k faiz indirim ihtimali de y\u00fczde 60 olarak fiyatlan\u0131yor.<\/p>\n

K\u00fcresel hisse senedi piyasalar\u0131nda Fed\u2019in faiz indirimleri i\u00e7in ge\u00e7 kald\u0131\u011f\u0131 alg\u0131s\u0131 ve jeopolitik geli\u015fmelerle haftas\u0131n\u0131n ilk g\u00fcn\u00fcnde sert d\u00fc\u015f\u00fc\u015f ya\u015fan\u0131yor. Asya piyasalar\u0131 haftaya sert kay\u0131plarla ba\u015flad\u0131. Japonya, Tayvan ve Kore piyasalar\u0131nda d\u00fc\u015f\u00fc\u015fler y\u00fczde 10’u a\u015ft\u0131, kay\u0131plar nedeniyle devre kesiciler \u00e7al\u0131\u015ft\u0131.<\/p>\n<\/div>\n

\n

MSCI Asya Pasifik Endeksi y\u00fczde 6,7 kay\u0131pla Ekim 2008’den beri en b\u00fcy\u00fck g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetti ve teknik d\u00fczeltmeye girmeye haz\u0131rland\u0131. Endeks bu y\u0131lki t\u00fcm kazanc\u0131n\u0131 geri verdi.<\/p>\n

“Panik sat\u0131\u015f\u0131”<\/b><\/p>\n

Capital.com K\u0131demli Piyasa Analisti Kyle Rodda piyasalarda \u015fu an panik sat\u0131\u015f\u0131 ya\u015fand\u0131\u011f\u0131n\u0131 belirerek “ABD ekonomisinde yakla\u015fan yava\u015flama, k\u00fcresel ekonomik b\u00fcy\u00fcmeye dair endi\u015feleri art\u0131r\u0131yor. Yen’deki h\u0131zl\u0131 hareketler de Japonya hisse senedi piyasalar\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131ya neden oluyor.” de\u011ferlendirmesini yapt\u0131.<\/p>\n

ABD’de zay\u0131f gelen son tar\u0131m d\u0131\u015f\u0131 istihdam verisinin Fed’in faiz indiriminde getiri e\u011frinin gerisinde kald\u0131\u011f\u0131na dair beklentileri art\u0131r\u0131rken bu durum g\u00fcvenli limanlara ka\u00e7\u0131\u015f\u0131 derinle\u015ftirmi\u015fti.<\/p>\n

Orta Do\u011fu’daki jeopolitik gerilim, \u0130ran-\u0130srail gerilimi gibi etkiler de alg\u0131n\u0131n bozulmas\u0131na neden oldu.<\/p>\n

Japonya’da Topix ve Nikkei 225 endeksleri y\u00fczde 12’den fazla d\u00fc\u015ft\u00fc. G\u00fcney Kore’de Kospi endeksi de y\u00fczde 8,8 d\u00fc\u015f\u00fc\u015fle kapand\u0131.<\/p>\n

Tayvan’da Taipei endeksi y\u00fczde 8,4 d\u00fc\u015f\u00fc\u015fle g\u00fcn\u00fc tamamlad\u0131.<\/p>\n

Kovid d\u00f6neminde ‘ola\u011fan\u00fcst\u00fc toplant\u0131’<\/b><\/p>\n

Fed daha \u00f6nce de kriz d\u00f6nemlerinde ola\u011fan\u00fcst\u00fc toplant\u0131lar yaparak faiz indirimi kararlar\u0131 alm\u0131\u015ft\u0131.<\/p>\n

Fed koronavir\u00fcs salg\u0131n\u0131n\u0131n ekonomiye olan olumsuz etkileri nedeniyle Mart 2020’de ola\u011fan\u00fcst\u00fc toplant\u0131yla politika faizini y\u00fczde 0 – 0,25 aral\u0131\u011f\u0131na indirmi\u015fti.<\/p>\n

2008’de Lehman Brothers’\u0131n iflas\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n finans piyasalar\u0131n\u0131 sarsmas\u0131yla Fed 50 baz puan faiz indirimine gitmi\u015fti.<\/p>\n

1994, 1998, 2001 ve 2007 y\u0131llar\u0131nda da Fed ola\u011fan\u00fcst\u00fc faiz indirimleri yapm\u0131\u015ft\u0131.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

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

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

Tahvil piyasas\u0131 akt\u00f6rleri, ABD ekonomisinin h\u0131zl\u0131 bi\u00e7imde k\u00f6t\u00fcle\u015fti\u011fi endi\u015fesiyle Fed’in normal toplant\u0131 tarihinden \u00f6nce gev\u015feme ad\u0131m\u0131 atmas\u0131 gerekti\u011fini fiyatlamaya ba\u015flad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":67741,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[670,213,555,3597,3596],"class_list":["post-67740","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-dusus","tag-endeks","tag-fed","tag-olaganustu","tag-piyasalari"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/67740","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=67740"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/67740\/revisions"}],"predecessor-version":[{"id":67742,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/67740\/revisions\/67742"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/67741"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=67740"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=67740"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=67740"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}