Investing’den \u015eenay \u015eerefo\u011flu’nun analizi;<\/a><\/p>\nABD ve \u00c7in aras\u0131ndaki ticaret sava\u015flar\u0131n\u0131n \u00c7in ekonomisine etkisi 2018\u2019in son \u00e7eyre\u011finde kendisini g\u00f6stermeye ba\u015flam\u0131\u015ft\u0131, \u00f6zellikle PMI taraf\u0131ndaki sert d\u00fc\u015f\u00fc\u015f k\u00fcresel piyasalarda da kayg\u0131ya neden olmu\u015f ve y\u0131l\u0131n son \u00e7eyre\u011finde beklenmedik sat\u0131\u015flar ya\u015fanm\u0131\u015ft\u0131.<\/p>\n
Ocak ay\u0131nda ba\u015flayan m\u00fczakere s\u00fcrecinde d\u00f6nem d\u00f6nem gelen iyimser haberler uzla\u015f\u0131 beklentilerini art\u0131rsa da May\u0131s itibariyle kar\u015f\u0131l\u0131kl\u0131 yapt\u0131r\u0131mlar\u0131n tekrar ba\u015flamas\u0131yla ticaret sava\u015flar\u0131 endi\u015fesi iyice artt\u0131.<\/p>\n
\u00c7in ekonomisindeki durgunluk ve Euro B\u00f6lgesi ekonomisindeki yava\u015flamaya kar\u015f\u0131n g\u00f6rece pozitif ayr\u0131\u015fan ABD ekonomisinde ise son aydaki g\u00f6stergeler iyimser alg\u0131y\u0131 d\u00fc\u015f\u00fcrd\u00fc. ISM imalat sat\u0131n alma endeksi ve ADP \u00f6zel sekt\u00f6r istihdam May\u0131s\u2019ta beklentilerin olduk\u00e7a alt\u0131nda kal\u0131rken en \u00f6nemli g\u00f6sterge olan enflasyon ise hedef alt\u0131nda kalmaya devam etti.<\/p>\n
Fed Ba\u015fkan\u0131 Powell, enflasyonun hedeften uzakla\u015fmas\u0131 durumunda faiz indirimine gidebileceklerinin sinyalini verdi. Ekonomik g\u00f6stergeler ve Powell\u2019\u0131n g\u00fcvercin a\u00e7\u0131klamalarda bulunmas\u0131 ile bu y\u0131l i\u00e7inde Fed\u2019den faiz indirimi beklentisi artt\u0131, buna paralel de ABD Dolar Endeksi 97,0 seviyesi alt\u0131na gerileyerek 9 Nisan sonras\u0131 en d\u00fc\u015f\u00fck seviyeye inerken EUR\/USD 1,13\u2019e ve Ons Alt\u0131n 1,344$ seviyesine y\u00fckseldi.<\/p>\n
K\u00fcresel piyasalardaki en b\u00fcy\u00fck belirsizlik olan ticaret sava\u015flar\u0131 hem merkez bankalar\u0131n\u0131n politikalar\u0131nda de\u011fi\u015fikli\u011fe hem de \u00fclke ekonomilerinde beklenmedik d\u00fc\u015f\u00fc\u015fe neden oldu, ancak bu konuda en k\u00f6t\u00fcs\u00fcn\u00fcn geride kalmamas\u0131 ve y\u0131l\u0131n devam\u0131nda korumac\u0131 ekonominin k\u00fcresel b\u00fcy\u00fcmeyi daha da zorlamas\u0131 bekleniyor.<\/p>\n
Fed ve ECB\u2019nin politikalar\u0131nda de\u011fi\u015fikli\u011fe gitmeleri geli\u015fen \u00fclke piyasalar\u0131n\u0131 desteklese de merkez bankalar\u0131n\u0131n bu politikaya gitme nedenleri yani k\u00fcresel ekonomiyi zorlayan riskler, elbette geli\u015fen \u00fclke ekonomilerini de zorlayacakt\u0131r, dolay\u0131s\u0131yla faiz indiriminin gerek\u00e7esi, sonucunun etkisinin de s\u0131n\u0131rl\u0131 kalmas\u0131na neden olabilir.<\/p>\n
Yurt i\u00e7ine bakt\u0131\u011f\u0131m\u0131zda TL, dolardaki gerileme ile bayram tatilini iyi ge\u00e7irdi ve USD\/TRY kuru 5,66\u2019ya kadar geriledi, ancak d\u00fcn ve bug\u00fcn gelen al\u0131mlarla 5,87 direncine do\u011fru y\u00fckseli\u015f ya\u015fan\u0131yor.<\/p>\n
TL i\u00e7in k\u0131sa vadedeki en \u00f6nemli konu S-400 meselesi ve bu ay Japonya\u2019da yap\u0131lacak g\u00f6r\u00fc\u015fmede uzla\u015fmaya var\u0131lmas\u0131 ile kurda sert d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fclebilir, ancak T\u00fcrkiye\u2019nin komisyon kurulmas\u0131 teklifine kar\u015f\u0131n ABD\u2019nin T\u00fcrkiye\u2019yi F-35 program\u0131ndan \u00e7\u0131karmas\u0131 ise yapt\u0131r\u0131m endi\u015felerini tekrar y\u00fckseltece\u011fi i\u00e7in kurda yukar\u0131 y\u00f6nl\u00fc ataklar ya\u015fanabilir.<\/p>\n
\u015eimdilik Erdo\u011fan – Trump g\u00f6r\u00fc\u015fmesini bekleyen TL taraf\u0131nda 5,87 direncinin k\u0131r\u0131lmas\u0131 ile yeni haftada tekrar 6,09\u2019a do\u011fru y\u00fckseli\u015fler devam edebilir.<\/p>\n
Takip edece\u011fimiz diren\u00e7 seviyeleri 5,87 \u00fczerinde 6,0-6,09; destek seviyeleri 5,70-5,64<\/p>\n\n","protected":false},"excerpt":{"rendered":"
Bayram tatilinde 5.70’e kadar gerileyen ABD dolar\u0131 bug\u00fcn y\u00fczde 1.40 art\u0131\u015fla 5.86’ya y\u00fckseldi. Investing’den \u015eenay \u015eerefo\u011flu’nun analizi; ABD ve \u00c7in aras\u0131ndaki ticaret sava\u015flar\u0131n\u0131n \u00c7in ekonomisine etkisi 2018\u2019in son \u00e7eyre\u011finde kendisini g\u00f6stermeye ba\u015flam\u0131\u015ft\u0131, \u00f6zellikle PMI taraf\u0131ndaki sert d\u00fc\u015f\u00fc\u015f k\u00fcresel piyasalarda da kayg\u0131ya neden olmu\u015f ve y\u0131l\u0131n son \u00e7eyre\u011finde beklenmedik sat\u0131\u015flar ya\u015fanm\u0131\u015ft\u0131. Ocak ay\u0131nda ba\u015flayan m\u00fczakere s\u00fcrecinde …<\/p>\n","protected":false},"author":4,"featured_media":268854,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[6199,6155,5005,349],"tags":[1887,711,26054,219711],"class_list":["post-279142","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-gundem","category-manset","category-son-dakika","tag-abd","tag-cin","tag-dolar","tag-investing"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts\/279142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/comments?post=279142"}],"version-history":[{"count":0,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts\/279142\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/media\/268854"}],"wp:attachment":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/media?parent=279142"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/categories?post=279142"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/tags?post=279142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}