Fed’in aral\u0131k ay\u0131 toplant\u0131s\u0131nda faiz indirimine gidece\u011fine y\u00f6nelik beklentiler fiyatlamalarda ana belirleyici unsur olurken, dolar\u0131n de\u011fer kaybetmesi de emtia piyasalar\u0131 i\u00e7in destekleyici bir unsur olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Bununla birlikte Fed Ba\u015fkanl\u0131\u011f\u0131 i\u00e7in Beyaz Saray Ulusal Ekonomi Konseyi Direkt\u00f6r\u00fc Kevin Hassett’in g\u00fc\u00e7l\u00fc adaylar aras\u0131nda g\u00f6sterilmesi ve faiz indirimlerini \u00f6nceleyece\u011fi beklentisi, para piyasalar\u0131nda Fed’e y\u00f6nelik gev\u015feme \u00f6ng\u00f6r\u00fclerini g\u00fc\u00e7lendiren bir di\u011fer unsur oldu.<\/p>\n
Fed yetkililerinden gelen a\u00e7\u0131klamalar\u0131n da faiz indirimine y\u00f6nelik beklentileri g\u00fc\u00e7lendirmesiyle, para piyasalar\u0131nda tamamlanan haftada Fed’in aral\u0131k ay\u0131nda y\u00fczde 85 ihtimalle faiz indirimine gidece\u011fi fiyatland\u0131.<\/p>\n
Jeopolitik tarafta ise ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping ile “verimli” olarak niteledi\u011fi telefon g\u00f6r\u00fc\u015fmesi ve nisan ay\u0131nda \u00c7in’i ziyaret edece\u011fini a\u00e7\u0131klamas\u0131, ABD-\u00c7in ili\u015fkilerinde iyile\u015fme sinyallerini g\u00fc\u00e7lendirdi.<\/p>\n
Rusya-Ukrayna Sava\u015f\u0131’na ili\u015fkin gerilimin azalmas\u0131 ise k\u00fcresel risk i\u015ftah\u0131n\u0131 art\u0131rmas\u0131na kar\u015f\u0131n enerji fiyatlar\u0131n\u0131 bask\u0131larken, ABD D\u0131\u015fi\u015fleri Bakan\u0131 Marco Rubio, \u0130svi\u00e7re’de y\u00fcr\u00fct\u00fclen bar\u0131\u015f temaslar\u0131n\u0131 \u015fimdiye kadarki “en verimli g\u00f6r\u00fc\u015fme” olarak tan\u0131mlad\u0131.<\/p>\n
Beyaz Saray, Cenevre’deki g\u00f6r\u00fc\u015fmelerde taraflar\u0131n “kayda de\u011fer ilerleme” sa\u011flad\u0131\u011f\u0131n\u0131 ve g\u00fcncellenmi\u015f bir bar\u0131\u015f \u00e7er\u00e7evesi tasla\u011f\u0131 \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n
S\u00f6z konusu geli\u015fmelerin ard\u0131ndan ABD’nin 10 y\u0131ll\u0131k tahvil faizi, haftay\u0131 y\u00fczde 4,02 seviyesinden tamamlarken, dolar endeksi y\u00fczde 0,7 gerilemeyle 99,5 seviyesinden kapatt\u0131.<\/p>\n
G\u00dcM\u00dc\u015e REKOR TAZELED\u0130<\/strong><\/p>\n De\u011ferli metaller, tamamlanan haftada Fed’in faiz indirece\u011fine y\u00f6nelik beklentilerin artmas\u0131yla pozitif bir seyir izlerken, g\u00fcm\u00fc\u015f\u00fcn onsu rekor tazeledi. Alt\u0131n\u0131n ons fiyat\u0131 ise haftal\u0131k bazda en d\u00fc\u015f\u00fck y\u00fczdelik art\u0131\u015f\u0131 kaydeden de\u011ferli metal oldu.<\/p>\n Alt\u0131n\u0131n ons fiyat\u0131 haftay\u0131 4 bin 219 dolardan kapatarak son 5 haftan\u0131n en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirirken, t\u00fcm zamanlar\u0131n rekor seviyesi olan 4 bin 381,55 dolar\u0131n \u00fcst\u00fcne \u00e7\u0131kamad\u0131.<\/p>\n G\u00fcm\u00fc\u015f\u00fcn ons fiyat\u0131 da alt\u0131na paralel hareket etmesine kar\u015f\u0131n tepki y\u00fckseli\u015flerinin daha sert olmas\u0131yla 56,9 dolar seviyesine kadar y\u00fckselerek rekor tazeledi ve 56,73 dolar seviyesinden ger\u00e7ekle\u015fen kapan\u0131\u015f\u0131yla t\u00fcm zamanlar\u0131n en y\u00fcksek haftal\u0131k kapan\u0131\u015f\u0131n\u0131 yapt\u0131.<\/p>\n Platin ve paladyum ise hem d\u00fc\u015f\u00fck faiz beklentileri hem de \u00c7in’de devreye giren vadeli kontratlar\u0131n deste\u011fiyle haftay\u0131 pozitif bir seyirle tamamlad\u0131.<\/p>\n De\u011ferli metallerde, ons baz\u0131nda fiyatlar, g\u00fcm\u00fc\u015fte y\u00fczde 13,6, platinde y\u00fczde 10,4, paladyumda y\u00fczde 5,1 ve alt\u0131nda y\u00fczde 3,7 de\u011fer kazand\u0131.<\/p>\n BAZ METALLERDE \u00c7\u0130N BASKISI DEVAM ED\u0130YOR<\/strong><\/p>\n Baz metaller tamamlanan haftada, Fed’in faiz indirimine gidece\u011fine y\u00f6nelik beklentilerle artan k\u00fcresel risk i\u015ftah\u0131n\u0131n etkisiyle kur\u015fun hari\u00e7 pozitif bir seyir izledi.<\/p>\n \u00c7in’in ekim ay\u0131 sanayi karlar\u0131ndaki d\u00fc\u015f\u00fc\u015f ve emlak sekt\u00f6r\u00fcndeki k\u0131r\u0131lganl\u0131k, bak\u0131r ve di\u011fer baz metallerdeki y\u00fckseli\u015fi s\u0131n\u0131rlasa da piyasalarda ABD-\u00c7in aras\u0131ndaki artan diplomatik temaslar olumlu fiyatland\u0131.<\/p>\n Bak\u0131r fiyatlar\u0131 y\u0131l i\u00e7inde g\u00f6rd\u00fc\u011f\u00fc rekor seviyelere yakla\u015fsa da \u00c7in cephesindeki geli\u015fmeler yat\u0131r\u0131mc\u0131lar\u0131n temkinli davranmas\u0131na neden oldu.<\/p>\n \u00c7in’de sanayi \u015firketlerinin kar\u0131n\u0131n ekimde y\u0131ll\u0131k bazda y\u00fczde 5,5 azalmas\u0131 \u00fclke ekonomisine ili\u015fkin endi\u015felerin devam etti\u011fini ortaya koydu.<\/p>\n Kur\u015fun fiyatlar\u0131nda ise depolardaki stoklar\u0131n son 10 y\u0131l\u0131n zirvesine \u00e7\u0131kmas\u0131, rafine kur\u015funda kal\u0131c\u0131 bir arz fazlas\u0131na i\u015faret ederek, fiyatlar \u00fczerinde bask\u0131 olu\u015fturdu.<\/p>\n Analistler, Singapur’daki teslim kuyruklar\u0131n\u0131n talep patlamas\u0131ndan de\u011fil, kur\u015funu depoda tutmay\u0131 karl\u0131 hale getiren finansal arbitraj i\u015flemlerinden kaynakland\u0131\u011f\u0131n\u0131 belirterek, bu b\u00fcy\u00fck stok y\u0131\u011f\u0131n\u0131n\u0131n kur\u015fun fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturmaya devam edebilece\u011fini belirtti.<\/p>\n Bu geli\u015fmelerle baz metallerde tezgah \u00fcst\u00fc piyasada bu hafta fiyatlar libre baz\u0131nda bak\u0131rda y\u00fczde 4,1, al\u00fcminyumda y\u00fczde 2,4, \u00e7inkoda y\u00fczde 2,3 ve nikelde y\u00fczde 1,4 artarken, kur\u015funda y\u00fczde 0,5 de\u011fer kaybetti.<\/p>\n PETROLDE, D\u00dc\u015eEN DOLAR ENDEKS\u0130 F\u0130YATLARI YUKARI \u00c7EKT\u0130<\/strong><\/p>\n Petrol fiyatlar\u0131nda, tamamlanan haftada d\u00fc\u015fen dolar endeksi fiyatlar\u0131 yukar\u0131 y\u00f6nl\u00fc desteklerken, Rusya ile Ukrayna’ya dair bar\u0131\u015f m\u00fczakerelerine ili\u015fkin haber ak\u0131\u015f\u0131 ile Petrol \u0130hra\u00e7 Eden \u00dclkeler \u00d6rg\u00fct\u00fc (OPEC) ve OPEC d\u0131\u015f\u0131 \u00fcreticilerden olu\u015fan OPEC+ grubuna y\u00f6nelik beklentiler de fiyatlar \u00fczerinde etkili oldu.<\/p>\n Hafta ba\u015f\u0131nda, ABD ile Ukrayna’n\u0131n bar\u0131\u015f plan\u0131 \u00fczerinde ilerleme kaydetti\u011fine ili\u015fkin haberler, Rusya\u2019ya y\u00f6nelik yapt\u0131r\u0131mlar\u0131n hafifleyebilece\u011fi beklentilerini g\u00fc\u00e7lendirirken, Brent petrol fiyatlar\u0131 geriledi. Ancak hafta ortas\u0131na gelindi\u011finde somut bir anla\u015fma sa\u011flanamamas\u0131 ve Fed’den gelen, k\u00fcresel risk i\u015ftah\u0131n\u0131 art\u0131ran sinyallerle petrol fiyatlar\u0131 haftay\u0131 pozitif bir seyirle tamamlad\u0131.<\/p>\n Do\u011fal gaz fiyatlar\u0131 ise ABD’de beklenen \u015fiddetli so\u011fuk hava dalgas\u0131 ve rekor seviyeye yakla\u015fan LNG ihracat\u0131 beklentilerinin etkisiyle 6 haftal\u0131k y\u00fckseli\u015f serisini korumaya devam etti.<\/p>\n Bu geli\u015fmelerle, Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 2,1 artarken, New York Ticaret Borsas\u0131’nda i\u015flem g\u00f6ren do\u011fal gaz\u0131n \u0130ngiliz termal birimi (MMBtu) cinsinden fiyat\u0131 da y\u00fczde 8,4 de\u011fer kazand\u0131.<\/p>\n BU\u011eDAY VE P\u0130R\u0130N\u00c7TE ARZ BASKISI<\/strong><\/p>\n Tar\u0131m emtia piyasas\u0131nda, d\u00fc\u015fen dolar endeksi ve Fed’e y\u00f6nelik faiz indirimi beklentilerinin etkisiyle pirin\u00e7 ve bu\u011fday hari\u00e7 pozitif bir seyir izlendi.<\/p>\n Bu\u011fday fiyatlar\u0131, Avrupa Komisyonunun 2025-2026 sezonu Avrupa Birli\u011fi (AB) bu\u011fday \u00fcretim tahminini 134,2 milyon tona, sezon sonu stok tahminini ise 11,5 milyon tona y\u00fckseltmesi ve Arjantin’de bu\u011fday hasad\u0131n\u0131n verim art\u0131\u015flar\u0131 ve ya\u011f\u0131\u015flar\u0131n deste\u011fiyle 25,5 milyon tonla rekor seviyeye ula\u015fmas\u0131n\u0131n beklendi\u011fine dair haberlerin arz bask\u0131s\u0131n\u0131 art\u0131rmas\u0131yla negatif bir seyir izledi.<\/p>\n Pirin\u00e7 fiyatlar\u0131nda ise Asyal\u0131 \u00fcretici \u00fclkelerde bol \u00fcr\u00fcn beklentisi, fiyatlar \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturdu. Son be\u015f y\u0131l\u0131n en g\u00fc\u00e7l\u00fc muson ya\u011fmurlar\u0131n\u0131 alan Hindistan ve di\u011fer Asya \u00fclkelerinde bu sezon pirin\u00e7 hasad\u0131n\u0131n verimli ge\u00e7ece\u011fine y\u00f6nelik beklentilerin artmas\u0131 da bu g\u00f6r\u00fcn\u00fcm\u00fc destekledi.<\/p>\n Bu geli\u015fmelerle, bu hafta Chicago Ticaret Borsas\u0131’nda kile ba\u015f\u0131na fiyatlar m\u0131s\u0131rda y\u00fczde 2,3 ve soya fasulyesinde y\u00fczde 1,1 de\u011fer kazan\u0131rken, bu\u011fdayda y\u00fczde 0,2, pirin\u00e7te y\u00fczde 3,5 azald\u0131.<\/p>\n ABD’de faaliyet g\u00f6steren emtia borsas\u0131 Intercontinental Exchange’te libre baz\u0131nda fiyatlar, kahvede y\u00fczde 2,6, pamukta y\u00fczde 1,4, \u015fekerde y\u00fczde 2,9 artt\u0131. Kakaonun ton ba\u015f\u0131na fiyat\u0131 ise haftay\u0131 y\u00fczde 7,6 art\u0131\u015fla tamamlad\u0131.<\/p>\n Vadeli i\u015flem ve emtia piyasalar\u0131 uzman\u0131 Zafer Ergezen, AA muhabirine yapt\u0131\u011f\u0131 de\u011ferlendirmede “Fed’in faiz indirimlerinin beklentilerden daha fazla olaca\u011f\u0131 ve gelecek sene de devam edece\u011fi \u00f6ng\u00f6r\u00fcleri ekonomilerde toparlanma beklentilerini art\u0131r\u0131yor, bu da ekonomide daha fazla kullan\u0131lan g\u00fcm\u00fc\u015f\u00fcn daha fazla \u00f6n plana \u00e7\u0131kmas\u0131n\u0131 sa\u011fl\u0131yor.” dedi.<\/p>\n\n <\/p>\n Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/fed-beklentileri-emtia-piyasalarina-yon-verdi-7492794<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Emtia piyasalar\u0131nda, tamamlanan haftada ABD Merkez Bankas\u0131’n\u0131n (Fed) faiz indirimine gidece\u011fine y\u00f6nelik beklentilerin g\u00fc\u00e7lenmesiyle kur\u015fun, pirin\u00e7 ve bu\u011fday hari\u00e7 pozitif bir seyir izlendi.<\/p>\n","protected":false},"author":1,"featured_media":146999,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[431,8825,453,163,1991],"class_list":["post-146998","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-baz","tag-cin","tag-dolar","tag-fiyatlari"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/146998","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=146998"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/146998\/revisions"}],"predecessor-version":[{"id":147000,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/146998\/revisions\/147000"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/146999"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=146998"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=146998"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=146998"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}