Haziran ay\u0131na ait \u00fcretici fiyat endeksi (\u00dcFE) ABD’de piyasa beklentilerinin alt\u0131nda kald\u0131. Beklentiler %0,2\u2019lik bir art\u0131\u015f y\u00f6n\u00fcndeyken, veri de\u011fi\u015fmeyerek sabit geldi. Bu sonu\u00e7, ticaret gerilimlerine ra\u011fmen tarifelerin enflasyon \u00fczerindeki etkisinin hen\u00fcz s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
Enerji, g\u0131da ve ticaret marjlar\u0131n\u0131 d\u0131\u015farda b\u0131rakan \u00e7ekirdek \u00dcFE de ayn\u0131 \u015fekilde sabit kal\u0131rken, y\u0131ll\u0131k bazda \u00dcFE %2,7\u2019den %2,3\u2019e d\u00fc\u015ferek son dokuz ay\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi. \u00c7ekirdek \u00dcFE de %2,8\u2019den %2,5\u2019e indi ve t\u00fcketici fiyatlar\u0131ndaki yukar\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
\u00dcr\u00fcn grubu baz\u0131nda bak\u0131ld\u0131\u011f\u0131nda ise mallarda %0,3\u2019l\u00fck bir fiyat art\u0131\u015f\u0131 g\u00f6r\u00fcld\u00fc. \u00d6zellikle ithalata dayal\u0131 \u00fcr\u00fcnler \u2014 t\u00fcketici elektroni\u011fi, mobilya ve beyaz e\u015fya \u2014 fiyat art\u0131\u015flar\u0131n\u0131n ba\u015f\u0131n\u0131 \u00e7ekti. Bu kalemler \u00fczerinde tarifelerin kademeli olarak etkisini g\u00f6stermeye ba\u015flad\u0131\u011f\u0131 ifade ediliyor. \u00d6te yandan hizmet fiyatlar\u0131 d\u00fc\u015f\u00fc\u015f e\u011filimini s\u00fcrd\u00fcrd\u00fc; son \u00fc\u00e7 ayda ikinci kez gerileyerek pandemi d\u00f6neminden bu yana en keskin d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ya\u015fad\u0131.<\/p>\n
Veri genel anlamda, mallar taraf\u0131nda tarifelerin etkisinin s\u0131n\u0131rl\u0131 \u00f6l\u00e7ekte hissedilmeye ba\u015fland\u0131\u011f\u0131n\u0131, ancak hizmetler kanad\u0131nda talep bask\u0131s\u0131n\u0131n zay\u0131f seyretti\u011fini ortaya koyuyor. Bu da enflasyonun, k\u0131sa vadede h\u0131zla t\u0131rmanma riski ta\u015f\u0131mad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
\u00dcFE\u2019nin beklenenin alt\u0131nda kalmas\u0131, Fed\u2019in Temmuz toplant\u0131s\u0131nda faiz indirimi yapma ihtimalini zay\u0131f k\u0131ld\u0131. Ancak Eyl\u00fcl ay\u0131 i\u00e7in olas\u0131l\u0131klar %50\u2019nin \u00fczerine \u00e7\u0131km\u0131\u015f durumda. Haftan\u0131n ba\u015f\u0131nda a\u00e7\u0131klanan \u00e7ekirdek T\u00dcFE verisinin de beklentilerin alt\u0131nda kalmas\u0131, Fed\u2019in y\u0131l\u0131n ilerleyen d\u00f6nemlerinde daha yumu\u015fak bir duru\u015f sergileyebilece\u011fi beklentilerini destekledi. Dallas Fed Ba\u015fkan\u0131 Lorie Logan ise faizlerin bir s\u00fcre daha y\u00fcksek kalmas\u0131 gerekti\u011fini savunarak temkinli mesajlar verdi.<\/p>\n
Zay\u0131f gelen enflasyon verisinin ard\u0131ndan tahvil piyasas\u0131nda al\u0131m y\u00f6nl\u00fc hareketler h\u0131z kazand\u0131. 10 y\u0131ll\u0131k ABD tahvil faizi %4,462\u2019ye, 2 y\u0131ll\u0131k ise %3,930\u2019a kadar geriledi. \u00d6nceki g\u00fcn y\u00fckselen enflasyon endi\u015fesiyle tahvil sat\u0131\u015flar\u0131 ya\u015fanm\u0131\u015fken, \u00dcFE verisi bu bask\u0131y\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde azaltt\u0131.<\/p>\n
Verilerin ard\u0131ndan hisse senedi piyasalar\u0131 pozitif bir a\u00e7\u0131l\u0131\u015f yapt\u0131. \u00c7ar\u015famba sabah\u0131 Dow Jones 156 puan, S&P 500 yakla\u015f\u0131k 17 puan, Nasdaq ise 50 puan y\u00fckseli\u015fle g\u00fcne ba\u015flad\u0131. Enflasyon cephesindeki yumu\u015fama sinyalleri ve devam eden bilan\u00e7o sezonu, piyasadaki iyimserli\u011fi destekleyen fakt\u00f6rler aras\u0131nda. Yat\u0131r\u0131mc\u0131lar \u015fimdi g\u00f6zlerini perakende sat\u0131\u015flar ve i\u015fsizlik ba\u015fvurusu gibi yeni ekonomik verilere \u00e7evirmi\u015f durumda.<\/p>\n","protected":false},"excerpt":{"rendered":"
Haziran ay\u0131na ait \u00fcretici fiyat endeksi (\u00dcFE) ABD’de piyasa beklentilerinin alt\u0131nda kald\u0131. Beklentiler %0,2\u2019lik bir art\u0131\u015f y\u00f6n\u00fcndeyken, veri de\u011fi\u015fmeyerek sabit geldi. Bu sonu\u00e7, ticaret gerilimlerine ra\u011fmen tarifelerin enflasyon \u00fczerindeki etkisinin hen\u00fcz s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131na i\u015faret ett<\/p>\n","protected":false},"author":2,"featured_media":147,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-145","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa"],"acf":[],"_links":{"self":[{"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/posts\/145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/comments?post=145"}],"version-history":[{"count":1,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/posts\/145\/revisions"}],"predecessor-version":[{"id":148,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/posts\/145\/revisions\/148"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/media\/147"}],"wp:attachment":[{"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/media?parent=145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/categories?post=145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/tags?post=145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}