{"id":80231,"date":"2024-09-26T17:48:05","date_gmt":"2024-09-26T17:48:05","guid":{"rendered":"https:\/\/ekamu.net\/?p=80231"},"modified":"2024-09-26T17:48:05","modified_gmt":"2024-09-26T17:48:05","slug":"wall-streetin-buyuk-bankalari-fedden-ne-bekliyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/09\/26\/wall-streetin-buyuk-bankalari-fedden-ne-bekliyor\/","title":{"rendered":"Wall Street’in b\u00fcy\u00fck bankalar\u0131 Fed’den ne bekliyor?"},"content":{"rendered":"
\n

Gev\u015feme d\u00f6ng\u00fcs\u00fcne giren Fed cephesinden gelen mesajlar piyasa akt\u00f6rleri taraf\u0131ndan enine boyuna irdelenirken, Wall Street’in b\u00fcy\u00fck bankalar\u0131 da Fed’in para politikas\u0131 patikas\u0131ndaki gelecek duraklar\u0131 analiz etmeye ba\u015flad\u0131.<\/p>\n

Bank of America Research ve Goldman Sachs, Fed’in 4 y\u0131l aradan sonra faiz oran\u0131n\u0131 indirmesinin ve 50 baz puan gibi g\u00fc\u00e7l\u00fc bir indirim yapmas\u0131n\u0131n ard\u0131ndan faiz beklentilerini revize etti.<\/p>\n

Bank of America, Fed’in 2024’\u00fcn geri kalan\u0131nda faizi 75 baz puan ve 2025’te 125 baz puan d\u00fc\u015f\u00fcrerek y\u00fczde 4,75-5 seviyesinden 2,75-3 seviyesine indirece\u011fini tahmin etti.<\/p>\n<\/div>\n

\n

Dah\u00f6 \u00f6nce Fed’in 2025’te her \u00e7eyrek d\u00f6nemde faiz indirece\u011fini \u00f6ng\u00f6ren Goldman Sachs ise bu beklentisini Kas\u0131m 2024’ten Haziran 2025’e kadar her toplant\u0131da 25 baz puan indirim y\u00f6n\u00fcnde de\u011fi\u015ftirdi.<\/p>\n

BlackRock ise Fed’in faiz indirimlerinin 2 y\u0131l boyunca devam etmesini bekliyor.<\/p>\n

BlackRock K\u00fcresel Yat\u0131r\u0131m Ekibi Ba\u015fkan\u0131 Rick Rieder, Fed’in faizleri 50 baz puan d\u00fc\u015f\u00fcrme karar\u0131ndan \u00e7\u0131kar\u0131lacak en \u00f6nemli sonucun, merkez bankas\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki iki y\u0131l boyunca faizleri s\u00fcrekli olarak d\u00fc\u015f\u00fcrece\u011fi oldu\u011funu savundu.<\/p>\n

Rieder, sabit getirili varl\u0131klar\u0131n bu hareketten fayda sa\u011flayaca\u011f\u0131n\u0131, ancak bunun d\u00fcz bir \u00e7izgi \u015feklinde olmayaca\u011f\u0131n\u0131 ifade etti. <\/p>\n

Powell’\u0131n mesajlar\u0131 daha \u015fahin alg\u0131land\u0131<\/strong><\/b><\/p>\n

Fed Ba\u015fkan\u0131 Jerome Powell, i\u015fg\u00fcc\u00fc piyasas\u0131na y\u00f6nelik riskler artarken ABD ekonomisinin g\u00fcc\u00fcn\u00fc korumak i\u00e7in bankan\u0131n di\u011fer yetkililerini b\u00fcy\u00fck bir faiz indirimi ger\u00e7ekle\u015ftirmeye y\u00f6nlendirdi.<\/p>\n

Fed Ba\u015fkan\u0131, ABD ekonomisi hala g\u00fc\u00e7l\u00fcyken tarihi s\u0131k\u0131la\u015ft\u0131rma kampanyas\u0131n\u0131 b\u00fcy\u00fck bir hamleyle geri \u00e7ekmeye ba\u015flaman\u0131n bir daralma olas\u0131l\u0131\u011f\u0131n\u0131 s\u0131n\u0131rlamaya yard\u0131mc\u0131 olaca\u011f\u0131n\u0131 s\u00f6yledi. Ancak Fed\u2019in ileriye d\u00f6n\u00fck olarak benzer bir h\u0131zda hareket edece\u011fini taahh\u00fct etmemeye dikkat ederek, gelecekteki hamlelerin ekonominin \u00f6n\u00fcm\u00fczdeki aylarda nas\u0131l bir performans g\u00f6sterece\u011fine ba\u011fl\u0131 olaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

Powell, iki g\u00fcnl\u00fck politika toplant\u0131s\u0131n\u0131n sona ermesinin ard\u0131ndan gazetecilere yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, \u201c\u0130\u015fg\u00fcc\u00fc piyasas\u0131 ger\u00e7ekten sa\u011flam durumda ve bug\u00fcnk\u00fc politika hamlemizle niyetimiz bunu korumak. Bana g\u00f6re bunun mant\u0131\u011f\u0131 – hem ekonomik a\u00e7\u0131dan hem de risk y\u00f6netimi a\u00e7\u0131s\u0131ndan – a\u00e7\u0131kt\u0131\u201d dedi.<\/p>\n<\/div>\n

<\/p>\n

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

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

Fed’in 50 baz puanl\u0131k faiz indirimi ve Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n mesajlar\u0131n\u0131n ard\u0131ndan Wall Street’in b\u00fcy\u00fck bankalar\u0131 da Fed ile ilgili projeksiyonlar\u0131n\u0131 de\u011fi\u015ftirdi.<\/p>\n","protected":false},"author":1,"featured_media":80232,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[400,3563,1131,555],"class_list":["post-80231","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-bank","tag-baz-puan","tag-faiz","tag-fed"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/80231","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=80231"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/80231\/revisions"}],"predecessor-version":[{"id":80233,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/80231\/revisions\/80233"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/80232"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=80231"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=80231"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=80231"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}