Deutsche Bank\u2019ten Henry Allen\u2019a g\u00f6re ABD ve Avrupa hisse senetleri, ge\u00e7mi\u015f petrol \u015foku d\u00f6nemlerine k\u0131yasla daha s\u0131n\u0131rl\u0131 geriledi. Piyasalar k\u0131sa s\u00fcrecek bir \u00e7at\u0131\u015fmay\u0131, g\u00fc\u00e7l\u00fc makroekonomik verileri ve h\u00e2l\u00e2 \u201cg\u00fcvercin\u201d (faiz art\u0131r\u0131m\u0131 konusunda aceleci olmayan) merkez bankalar\u0131n\u0131 fiyatl\u0131yor gibi g\u00f6r\u00fcn\u00fcyor. S&P 500 ve Avrupa\u2019n\u0131n STOXX 600 endeksi, rekor seviyelerinin %5\u20136 alt\u0131nda.<\/p>\n
Allen\u2019\u0131n i\u015faret etti\u011fi ABD verileri aras\u0131nda, 28 \u015eubat\u2019ta ba\u015flayan sald\u0131r\u0131lardan sonraki d\u00f6nemi ilk kez kapsayan mart istihdam raporu da yer ald\u0131. Rapora g\u00f6re tar\u0131m d\u0131\u015f\u0131 istihdam (tar\u0131m sekt\u00f6r\u00fc hari\u00e7 istihdam art\u0131\u015f\u0131) +178 bin artt\u0131; bu 15 ay\u0131n en g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131 olurken i\u015fsizlik oran\u0131 %4,3\u2019e geriledi.<\/p>\n
Notta, petrol \u015foklar\u0131n\u0131n hisse senetlerinde d\u00fc\u015f\u00fc\u015flerle (zirveden d\u00fc\u015f\u00fc\u015f) ayn\u0131 d\u00f6neme denk geldi\u011fi ve sonras\u0131nda toparlanmalar\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc eski \u00f6rnekler hat\u0131rlat\u0131l\u0131yor. Bunlara 1979\u201380 d\u00f6nemi (Paul Volcker\u2019\u0131n faizleri sert \u015fekilde art\u0131rmas\u0131 ve 1980 ba\u015f\u0131nda ABD\u2019de resesyon ya\u015fanmas\u0131) ile 1990\u201391 d\u00f6nemi \u00f6rnek g\u00f6steriliyor.<\/p>\n
Not ayr\u0131ca, 2022\u2019de k\u00fcresel merkez bankalar\u0131n\u0131n \u201cay\u0131 piyasas\u0131\u201d (uzun s\u00fcreli ve belirgin d\u00fc\u015f\u00fc\u015f trendi) s\u0131ras\u0131nda faizleri sert bi\u00e7imde art\u0131rd\u0131\u011f\u0131 d\u00f6neme de at\u0131f yap\u0131yor. Bu d\u00f6nemi 2023\u2019te toparlanma izledi; S&P 500, 2024 ba\u015f\u0131nda yeni bir rekora ula\u015ft\u0131.<\/p>\n
Makale, bir Yapay Zek\u00e2 arac\u0131 yard\u0131m\u0131yla haz\u0131rland\u0131\u011f\u0131n\u0131 ve bir edit\u00f6r taraf\u0131ndan kontrol edildi\u011fini belirtiyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Petrol \u015foku korkusu abart\u0131l\u0131yor mu? Deutsche Bank\u2019tan Henry Allen\u2019a g\u00f6re ABD\/Avrupa hisseleri s\u0131n\u0131rl\u0131 d\u00fc\u015ft\u00fc; piyasalar k\u0131sa \u00e7at\u0131\u015fma, g\u00fc\u00e7l\u00fc istihdam ve g\u00fcvercin merkez bankalar\u0131n\u0131 fiyatl\u0131yor; endeksler zirvenin %5\u20136 alt\u0131nda.<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-44082","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44082","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=44082"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44082\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44082"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44082"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44082"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}