ABD’de tarihin en uzun h\u00fck\u00fcmet kapanmas\u0131n\u0131n sona ermesi ve ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n enflasyon endi\u015feleri nedeniyle tarifelere y\u00f6nelik geri ad\u0131mlar\u0131n\u0131n fiyatlamalar \u00fczerindeki etkileri devam ederken, a\u00e7\u0131klanmaya ba\u015flanan ABD makroekonomik verileri de yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan izleniyor.<\/p>\n
Tamamlanan haftada a\u00e7\u0131klanan verilere g\u00f6re, ABD’de tar\u0131m d\u0131\u015f\u0131 istihdam eyl\u00fclde 119 bin ki\u015fi artarak beklentilerin \u00fczerinde ger\u00e7ekle\u015firken, i\u015fsizlik oran\u0131 y\u00fczde 4,3’ten 4,4’e y\u00fckseldi. \u00dclkede ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusu yapanlar\u0131n say\u0131s\u0131 ise 15 Kas\u0131m ile biten haftada, bir \u00f6nceki haftaya k\u0131yasla 8 bin azalarak 220 bine geriledi.<\/p>\n
Beklentilerin \u00fczerinde gelen istihdam art\u0131\u015f\u0131, ABD Merkez Bankas\u0131n\u0131n (Fed) 9-10 Aral\u0131k tarihlerindeki toplant\u0131s\u0131 \u00f6ncesinde yay\u0131mlanan son istihdam verisi olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
\u00d6te yandan, ABD \u00c7al\u0131\u015fma \u0130statistikleri B\u00fcrosu (BLS), federal h\u00fck\u00fcmetin kapal\u0131 oldu\u011fu s\u00fcre\u00e7te verilerin toplanamamas\u0131 nedeniyle ekim ay\u0131na ili\u015fkin T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisinin yay\u0131mlanmayaca\u011f\u0131n\u0131 duyurdu.<\/p>\n
FED MESAJLARI PARA P\u0130YASALARINI DALGALANDIRDI<\/strong><\/p>\n Para piyasalar\u0131nda, Fed’in aral\u0131k ay\u0131 toplant\u0131s\u0131na y\u00f6nelik faiz indirim beklentileri, Fed yetkililerinden gelen ayr\u0131\u015fan mesajlar\u0131n etkisiyle hafta boyunca sert dalgalanmalar g\u00f6sterirken, bankan\u0131n s\u00f6z konusu toplant\u0131da alaca\u011f\u0131 karara ili\u015fkin belirsizlikler y\u00fcksek kalmaya devam etti.<\/p>\n Chicago Fed Ba\u015fkan\u0131 Austan Goolsbee ise enflasyonda kaydedilen ilerlemenin durmu\u015f gibi g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fc ve ters y\u00f6ne gidebilece\u011fine dair uyar\u0131lar verdi\u011fini belirterek, bunun kendisini huzursuz etti\u011fini ifade etti.<\/p>\n Fed Y\u00f6netim Kurulu \u00dcyesi Lisa Cook ise ge\u00e7en hafta “y\u00fcksek de\u011ferleme” endi\u015felerine y\u00f6nelik konu\u015furken finansal sistemdeki baz\u0131 risklere vurgu yapt\u0131.<\/p>\n Cook, ABD ekonomisini desteklemeye yard\u0131mc\u0131 olan tarihsel olarak y\u00fcksek seviyelerdeki varl\u0131k fiyatlar\u0131ndaki bir \u00e7\u00f6k\u00fc\u015fe \u015fa\u015f\u0131rmayaca\u011f\u0131n\u0131 belirterek, “\u015eu anda, varl\u0131k fiyatlar\u0131nda b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015fler ya\u015fanma olas\u0131l\u0131\u011f\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 izliyorum.” dedi.<\/p>\n B\u00f6yle bir d\u00fc\u015f\u00fc\u015f\u00fcn tek ba\u015f\u0131na finans piyasalar\u0131nda istikrars\u0131zl\u0131\u011fa i\u015faret etmeyece\u011fini aktaran Cook, finansal sistem i\u00e7in bir dizi risk bulundu\u011funu, bunlar\u0131n ise h\u0131zla b\u00fcy\u00fcyen \u00f6zel kredi piyasalar\u0131, hazine menkul k\u0131ymetleri piyasas\u0131ndaki hedge fon ticareti ve makine tabanl\u0131 ticarette \u00fcretken yapay zekan\u0131n benimsenmesinin yer ald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n Cook’un a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan, para piyasalar\u0131ndaki fiyatlamalarda Fed’in aral\u0131k toplant\u0131s\u0131nda faiz indirimine gitme olas\u0131l\u0131\u011f\u0131 hafta ortas\u0131nda y\u00fczde 30 seviyelerine kadar geriledi.<\/p>\n Buna kar\u015f\u0131n, New York Fed Ba\u015fkan\u0131 John Williams, i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n zay\u0131flamas\u0131yla k\u0131sa vadede faiz oranlar\u0131n\u0131n yeniden d\u00fc\u015f\u00fcr\u00fclmesi i\u00e7in alan g\u00f6rd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi.<\/p>\n \u0130stihdama y\u00f6nelik a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklerin artt\u0131\u011f\u0131n\u0131, enflasyona y\u00f6nelik yukar\u0131 y\u00f6nl\u00fc risklerin ise azald\u0131\u011f\u0131n\u0131 belirten Williams, para politikas\u0131n\u0131n \u0131l\u0131ml\u0131 \u015fekilde k\u0131s\u0131tlay\u0131c\u0131 oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc aktard\u0131.<\/p>\n Williams’\u0131n a\u00e7\u0131klamalar\u0131 sonras\u0131nda para piyasalar\u0131ndaki fiyatlamalarda, Fed’in aral\u0131k toplant\u0131s\u0131nda faiz indirimine gitme olas\u0131l\u0131\u011f\u0131, hafta ortas\u0131nda geriledi\u011fi yakla\u015f\u0131k y\u00fczde 30 seviyesinden y\u00fczde 70’in \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n S\u00f6z konusu geli\u015fmelerin ard\u0131ndan ABD’nin 10 y\u0131ll\u0131k tahvil faizi, haftay\u0131 y\u00fczde 4,07 seviyesinden tamamlarken, dolar endeksi y\u00fczde 0,7 art\u0131\u015fla 100,2’ye y\u00fckseldi.<\/p>\n DE\u011eERL\u0130 METALLER NEGAT\u0130F SEYRETT\u0130<\/strong><\/p>\n De\u011ferli metaller, tamamlanan haftada ABD’den gelen para politikas\u0131 sinyallerine duyarl\u0131 bir seyir izlerken, dolar endeksindeki y\u00fckseli\u015f ve faiz indirimi beklentilerinin zay\u0131flamas\u0131yla artan sat\u0131\u015f bask\u0131s\u0131 sonucu hafta negatif bir seyirle tamamland\u0131.<\/p>\n Fed \u00fcyelerinin \u015fahin tutumunu s\u00fcrd\u00fcrmesi ve ABD’de ekim ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesi, Fed’in aral\u0131kta faiz indirimine gidece\u011fine y\u00f6nelik beklentileri zay\u0131flatarak, g\u00fcvenli liman olarak g\u00f6r\u00fclen varl\u0131klarda sat\u0131\u015f bask\u0131s\u0131 olu\u015fturdu.<\/p>\n Haftan\u0131n son i\u015flem g\u00fcn\u00fcnde ise Williams’\u0131n “g\u00fcvercin” tondaki a\u00e7\u0131klamalar\u0131 piyasalarda risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n Analistler, bu geli\u015fmelerle faiz indirimi beklentilerinin zay\u0131flamas\u0131 sonucu hafta boyu de\u011fer kaybeden de\u011ferli metallerin, haftan\u0131n son i\u015flem g\u00fcn\u00fcnde kay\u0131plar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 telafi etti\u011fini belirtti.<\/p>\n De\u011ferli metallerde, ons baz\u0131nda fiyatlar, platinde y\u00fczde 1,8, g\u00fcm\u00fc\u015fte y\u00fczde 1,3, paladyumda y\u00fczde 0,8 ve alt\u0131nda y\u00fczde 0,5 de\u011fer kaybetti.<\/p>\n BAZ METALLERDE \u00c7\u0130N BASKISI DEVAM ED\u0130YOR<\/strong><\/p>\n Baz metallerde, Fed’in para politikas\u0131na ili\u015fkin belirsizliklerin yan\u0131 s\u0131ra \u00c7in’den gelen zay\u0131f veriler de fiyatlar \u00fczerinde bask\u0131 olu\u015fturan bir di\u011fer unsur olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n \u00c7in\u2019e ait sanayi \u00fcretimi ve perakende sat\u0131\u015f verilerinin a\u00e7\u0131kland\u0131\u011f\u0131 \u00f6nceki haftan\u0131n ard\u0131ndan, tamamlanan haftada yay\u0131mlanan veriler, \u00fclkenin \u00e7elik \u00fcretiminin ekimde ayl\u0131k bazda y\u00fczde 2, y\u0131ll\u0131k bazda ise y\u00fczde 12,1 geriledi\u011fine i\u015faret etti.<\/p>\n Bak\u0131r fiyatlar\u0131, ABD\u2019de faiz indirimine y\u00f6nelik beklentilerin zay\u0131flamas\u0131 ve \u00c7in\u2019den gelen zay\u0131f makroekonomik veriler nedeniyle sat\u0131\u015f bask\u0131s\u0131 alt\u0131nda kald\u0131.<\/p>\n Analistler, bak\u0131r fiyatlar\u0131n\u0131n y\u0131l i\u00e7inde g\u00f6r\u00fclen zay\u0131f dolar ve maden arz\u0131ndaki aksakl\u0131klar\u0131n etkisiyle ekim ay\u0131nda k\u0131sa s\u00fcreli\u011fine rekor seviyelere yakla\u015ft\u0131\u011f\u0131n\u0131, ancak d\u00fcnyan\u0131n en b\u00fcy\u00fck metal t\u00fcketicisi \u00c7in\u2019den gelen talep endi\u015felerinin ralliyi s\u0131n\u0131rland\u0131rd\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n Bu geli\u015fmelerle baz metallerde tezgah \u00fcst\u00fc piyasada bu hafta fiyatlar libre baz\u0131nda \u00e7inkoda yatay seyrederken, kur\u015funda y\u00fczde 2,5, bak\u0131rda y\u00fczde 1, al\u00fcminyumda y\u00fczde 0,4 ve nikelde y\u00fczde 0,2 azald\u0131.<\/p>\n PETROLDE JEOPOL\u0130T\u0130K RAHATLAMA F\u0130YATLARI BASKILADI<\/strong><\/p>\n Petrol fiyatlar\u0131, tamamlanan haftada a\u015fa\u011f\u0131 y\u00f6nl\u00fc bir seyir izlerken, fiyatlamalarda ABD’nin Rusya ile Ukrayna aras\u0131ndaki bar\u0131\u015f giri\u015fimlerini h\u0131zland\u0131rmas\u0131na ba\u011fl\u0131 olarak k\u00fcresel arz\u0131n artabilece\u011fi beklentisi ve ABD dolar\u0131n\u0131n g\u00fc\u00e7lenmesi etkili oldu.<\/p>\n ABD’nin Rusya ile Ukrayna aras\u0131nda olas\u0131 bir bar\u0131\u015f plan\u0131 i\u00e7in bast\u0131rd\u0131\u011f\u0131na ili\u015fkin haberler, sava\u015f kaynakl\u0131 arz risklerinin azalabilece\u011fi beklentisini g\u00fc\u00e7lendirdi. Buna kar\u015f\u0131n, ABD’nin Rusya merkezli Rosneft ve Lukoil gibi Rus enerji \u015firketlerine y\u00f6nelik yeni yapt\u0131r\u0131mlar\u0131n\u0131n y\u00fcr\u00fcrl\u00fc\u011fe girmesi piyasalarda k\u0131sa s\u00fcreli belirsizlik yaratsa da bar\u0131\u015f ihtimalinin \u00f6ne \u00e7\u0131kmas\u0131 petrol fiyatlar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturdu.<\/p>\n G\u00fc\u00e7l\u00fc seyreden ABD dolar\u0131 da petrol \u00fczerinde ilave bask\u0131 yaratt\u0131. Dolar endeksinin 6 ay\u0131n zirvesine y\u00fckselmesi, dolar bazl\u0131 petrol\u00fc k\u00fcresel \u00f6l\u00e7ekte daha pahal\u0131 hale getirerek talebi olumsuz etkiledi.<\/p>\n Do\u011fal gaz cephesindeki fiyatlamalarda ise pozitif bir seyir izlendi. Kuzey yar\u0131mk\u00fcrede beklenen so\u011fuk k\u0131\u015f ko\u015fullar\u0131 ve ABD\u2019den rekor d\u00fczeyde LNG ihracat\u0131, gaz talebini art\u0131r\u0131rken, ABD’de do\u011fal gaz fiyatlar\u0131 kas\u0131m ba\u015f\u0131ndan bu yana y\u00fczde 50\u2019nin \u00fczerinde y\u00fckseldi.<\/p>\n \u00dclkede i\u00e7 gaz \u00fcretimi ve stoklar tarihi y\u00fcksek seviyelerde bulunmay\u0131 s\u00fcrd\u00fcrse de aral\u0131k ba\u015f\u0131nda beklenen so\u011fuk hava dalgas\u0131, fiyatlardaki y\u00fckseli\u015fi destekledi.<\/p>\n Bu geli\u015fmelerle, Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 3,1 azal\u0131rken, New York Ticaret Borsas\u0131’nda i\u015flem g\u00f6ren do\u011fal gaz\u0131n \u0130ngiliz termal birimi (MMBtu) cinsinden fiyat\u0131 da y\u00fczde 0,3 de\u011fer kazand\u0131.<\/p>\n TARIM EMT\u0130ALARI KARI\u015eIK SEYRETT\u0130<\/strong><\/p>\n Tar\u0131m emtialar\u0131 g\u00fc\u00e7l\u00fc \u00fcretim rakamlar\u0131 ve y\u00fcksek stoklarla fiyatlar \u00fczerinde bask\u0131 olu\u015fturmaya devam ederken, haftay\u0131 kar\u0131\u015f\u0131k bir seyirle tamamlad\u0131.<\/p>\n \u00c7in’in ABD’den ger\u00e7ekle\u015ftirdi\u011fi y\u00fcksek hacimli soya fasulyesi al\u0131mlar\u0131 k\u0131sa vadede fiyatlar\u0131 yukar\u0131 \u00e7ekerken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na Brezilya’n\u0131n rekor \u00fcretim ve ihracat hedefleri ile \u00c7in’deki stok fazlas\u0131na dair haber ak\u0131\u015f\u0131 yerle\u015fti.<\/p>\n Bu\u011fday ve m\u0131s\u0131rda ise Rusya, Hindistan, Brezilya ve Avustralya’dan gelen rekor \u00fcretim haberleri, Uluslararas\u0131 Hububat Konseyi\u2019nin yukar\u0131 y\u00f6nl\u00fc revizyonlar\u0131 ve Birle\u015fmi\u015f Milletler G\u0131da ve Tar\u0131m \u00d6rg\u00fct\u00fcn\u00fcn hububat \u00fcretiminde genel art\u0131\u015fa i\u015faret eden tahminleri, fiyatlardaki y\u00fckseli\u015flerin kar sat\u0131\u015flar\u0131yla s\u0131n\u0131rlanmas\u0131na neden oldu.<\/p>\n Pirin\u00e7te ise Asya kaynakl\u0131 rekor \u00fcretim beklentileri ile Hindistan’\u0131n rekor hububat rekoltesi, fiyatlar\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131layan temel unsur olmay\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n Bu geli\u015fmelerle, bu hafta Chicago Ticaret Borsas\u0131’nda kile ba\u015f\u0131na fiyatlar m\u0131s\u0131rda y\u00fczde 1,4, pirin\u00e7te y\u00fczde 0,5, de\u011fer kaybederken, bu\u011fdayda y\u00fczde 0,1 ve soya fasulyesinde y\u00fczde 0,2 artt\u0131.<\/p>\n Yumu\u015fak emtialar olarak nitelendirilen kahve ve kakao gibi \u00fcr\u00fcnler, tamamlanan haftada y\u00fckselen dolar endeksinin etkisiyle de\u011fer kaybetti.<\/p>\n Dolar endeksindeki y\u00fckseli\u015fin yan\u0131 s\u0131ra k\u00fcresel g\u0131da enflasyonuyla m\u00fccadele kapsam\u0131nda ABD y\u00f6netiminin bir \u00f6nceki hafta baz\u0131 tar\u0131m \u00fcr\u00fcnlerindeki ithalat vergilerini geri \u00e7ekmesine ili\u015fkin karar\u0131n\u0131n etkileri de piyasalar \u00fczerinde hissedilmeye devam etti.<\/p>\n ABD’de faaliyet g\u00f6steren emtia borsas\u0131 Intercontinental Exchange’te libre baz\u0131nda fiyatlar, kahvede y\u00fczde 0,5 pamukta y\u00fczde 0,3, \u015fekerde y\u00fczde 1,3 azald\u0131. Kakaonun ton ba\u015f\u0131na fiyat\u0131 ise haftay\u0131 y\u00fczde 5,5 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n\n <\/p>\n Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/emtia-piyasalarinda-fed-dalgalanmasi-7488471<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Emtia piyasalar\u0131nda, tamamlanan haftada ABD Merkez Bankas\u0131 (Fed) yetkililerinden gelen a\u00e7\u0131klamalar\u0131n Fed’in para politikas\u0131n\u0131n seyrine ili\u015fkin beklentilerde belirsizli\u011fi art\u0131rmas\u0131yla dalgal\u0131 bir seyir izlendi.<\/p>\n","protected":false},"author":1,"featured_media":142903,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[431,1398,8485,59,1077],"class_list":["post-142902","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-baski","tag-fed","tag-fiyat","tag-uzerinde"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/142902","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=142902"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/142902\/revisions"}],"predecessor-version":[{"id":142904,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/142902\/revisions\/142904"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/142903"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=142902"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=142902"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=142902"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}