Euro B\u00f6lgesi\u2019nin \u00f6nc\u00fc (ilk) HCOB Bile\u015fik PMI verisi (sat\u0131n alma y\u00f6neticileri endeksi; \u015firketlerin \u00fcretim ve hizmet faaliyetinin nabz\u0131n\u0131 tutan anket) may\u0131sta 48,8\u2019den 47,5\u2019e indi. Beklenti 48,8\u2019di. 50,0\u2019\u0131n alt\u0131ndaki de\u011ferler, \u015firket faaliyetlerinde daralmaya i\u015faret eder.<\/p>\n
\u0130malat PMI 52,2\u2019den 51,4\u2019e geriledi; beklenti 51,9\u2019du. Hizmet PMI ise 47,6\u2019dan 46,4\u2019e d\u00fc\u015ft\u00fc.<\/p>\n
Anket verileri, \u00fcretimde iki ayd\u0131r \u00fcst \u00fcste d\u00fc\u015f\u00fc\u015f oldu\u011funu ve bu gerilemenin yakla\u015f\u0131k iki bu\u00e7uk y\u0131l\u0131n en h\u0131zl\u0131s\u0131 oldu\u011funu g\u00f6sterdi. Veriler ayr\u0131ca, Euro B\u00f6lgesi ekonomisinin ikinci \u00e7eyrekte %0,2 k\u00fc\u00e7\u00fclebilece\u011fine i\u015faret ediyor.<\/p>\n
Veri sonras\u0131 EUR\/USD paritesi g\u00fcn i\u00e7i 1,1595 dip seviyesinden toparlanarak 1,1616 civar\u0131na \u00e7\u0131kt\u0131. Euro, AB\u2019ye \u00fcye 20 \u00fclkede kullan\u0131l\u0131yor. D\u00f6viz piyasas\u0131nda (FX; para birimlerinin al\u0131n\u0131p sat\u0131ld\u0131\u011f\u0131 piyasa) 2022\u2019de i\u015flemlerin %31\u2019ini olu\u015fturdu; g\u00fcnl\u00fck ortalama i\u015flem hacmi 2,2 trilyon dolar\u0131n \u00fczerindeydi.<\/p>\n
EUR\/USD, d\u00f6viz i\u015flemlerinin yakla\u015f\u0131k %30\u2019unu olu\u015fturuyor; ard\u0131ndan EUR\/JPY (%4), EUR\/GBP (%3) ve EUR\/AUD (%2) geliyor. ECB (Avrupa Merkez Bankas\u0131) y\u0131lda sekiz kez faiz karar\u0131 toplant\u0131s\u0131 yapar ve enflasyonu %2\u2019de tutmay\u0131 hedefler; ana arac\u0131 faiz oranlar\u0131d\u0131r.<\/p>\n
Euro B\u00f6lgesi\u2019nin en b\u00fcy\u00fck d\u00f6rt ekonomisi toplam \u00fcretimin %75\u2019ini olu\u015fturur. D\u0131\u015f ticaret dengesi verileri (ihracat-ithalat fark\u0131) de Euro\u2019nun de\u011ferini etkileyebilir.<\/p>\n
Euro B\u00f6lgesi\u2019ne ait son faaliyet verileri belirgin bir yava\u015flamaya i\u015faret ediyor; Bile\u015fik PMI 47,5\u2019e geriledi. Bu tablo, ekonominin yakla\u015f\u0131k iki bu\u00e7uk y\u0131l\u0131n en h\u0131zl\u0131 temposunda darald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Buna ba\u011fl\u0131 olarak ikinci \u00e7eyrekte %0,2 k\u00fc\u00e7\u00fclme riski art\u0131yor ve b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde bask\u0131 olu\u015fuyor.<\/p>\n
Bu zay\u0131fl\u0131k, ECB\u2019nin faiz art\u0131rmas\u0131n\u0131 zorla\u015ft\u0131r\u0131yor. Veriler, ECB\u2019nin daha \u201cg\u00fcvercin\u201d (faiz art\u0131\u015f\u0131na mesafeli, gerekirse faiz indirimini d\u00fc\u015f\u00fcnen) bir s\u00f6yleme kayma ya da ileride faiz indirimi sinyali verme ihtimalini y\u00fckseltiyor. Benzer bir yava\u015flama d\u00f6neminde ECB\u2019nin erken 2025\u2019te h\u0131zl\u0131 \u015fekilde gev\u015femeye y\u00f6neldi\u011fi g\u00f6r\u00fclm\u00fc\u015ft\u00fc; benzer bir e\u011filim yeniden g\u00fcndeme gelebilir.<\/p>\n
Euro\u2019nun dolar kar\u015f\u0131s\u0131nda 1,1616\u2019ya toparlanmas\u0131, Euro\u2019daki g\u00fc\u00e7lenmeden \u00e7ok dolar\u0131n ge\u00e7ici zay\u0131fl\u0131\u011f\u0131yla a\u00e7\u0131klan\u0131yor. Bu nedenle paritede sat\u0131\u015f f\u0131rsat\u0131 olu\u015fabilir; Avrupa\u2019n\u0131n genel ekonomik g\u00f6r\u00fcn\u00fcm\u00fc zay\u0131f. EUR\/USD put opsiyonu (belirli bir tarihe kadar belirli fiyattan satma hakk\u0131 veren s\u00f6zle\u015fme) almak, \u00f6n\u00fcm\u00fczdeki haftalarda paritede d\u00fc\u015f\u00fc\u015ften yararlanmak i\u00e7in bir y\u00f6ntem olabilir.<\/p>\n
Bu olumsuz (ay\u0131) g\u00f6r\u00fc\u015f\u00fc destekleyen bir di\u011fer unsur, Eurostat\u2019\u0131n may\u0131s ay\u0131na ili\u015fkin \u201cfla\u015f\u201d (ilk) tahminine g\u00f6re HICP enflasyonunun (Harmonize T\u00fcketici Fiyat Endeksi; AB \u00fclkeleri aras\u0131nda kar\u015f\u0131la\u015ft\u0131r\u0131labilir enflasyon \u00f6l\u00e7\u00fcm\u00fc) %1,9\u2019a gerileyerek bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcredir ilk kez ECB hedefinin alt\u0131na inmesi. Ayr\u0131ca Almanya\u2019da fabrika sipari\u015fleri nisanda %1,2 d\u00fc\u015ft\u00fc; bu da Euro B\u00f6lgesi\u2019nin imalat taraf\u0131ndaki zay\u0131fl\u0131\u011f\u0131 g\u00f6steriyor. B\u00fcy\u00fcmenin yava\u015flamas\u0131 ve enflasyonun so\u011fumas\u0131, Euro\u2019da zay\u0131flama beklentisini g\u00fc\u00e7lendiriyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Euro B\u00f6lgesi PMI\u2019lar\u0131 alarm veriyor: Bile\u015fik PMI 47,5\u2019e, hizmet 46,4\u2019e indi; imalat 51,4. Ekonomi 2\u00c7\u2019de %0,2 daralabilir; ECB\u2019de g\u00fcvercinle\u015fme ve EUR\/USD\u2019da sat\u0131\u015f bask\u0131s\u0131 art\u0131yor.<\/p>\n","protected":false},"author":87,"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-47173","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\/47173","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"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=47173"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47173\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47173"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47173"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47173"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}