UBS, Federal Reserve\u2019in bu y\u0131l eyl\u00fclde ve aral\u0131kta 25\u2019er baz puanl\u0131k iki art\u0131\u015f yapaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc. Banka, bu beklentiyi g\u00fc\u00e7l\u00fc a\u011fustos istihdam verileri, yukar\u0131 y\u00f6nl\u00fc revizyonlar ve temmuz PCE enflasyonunun beklentilerin \u00fczerinde gelmesine dayand\u0131rd\u0131.<\/p>\n
Kuruma g\u00f6re s\u0131k\u0131la\u015fma, ekonominin g\u00fcc\u00fcnden kaynakland\u0131\u011f\u0131 s\u00fcrece hisse senetleri i\u00e7in destekleyici kalabilir. UBS bu \u00e7er\u00e7evede AI, enerji\/g\u00fc\u00e7 ve kaynak hisseleri ile uzun ya\u015fam temas\u0131n\u0131 tercih etmeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Banka, iki y\u0131ll\u0131k ABD tahvil faizi beklentisini haziran 2027 i\u00e7in y\u00fczde 4,25\u2019e, 10 y\u0131ll\u0131k tahvil faizi beklentisini ise y\u00fczde 4,5\u2019e y\u00fckseltti. Dolar\u0131n k\u0131sa vadede destek bulabilece\u011fini, k\u0131sa vadeli tahvillerin nakde g\u00f6re cazibesinin ise azald\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> \u201cBaz puan\u201d faiz oran\u0131ndaki k\u00fc\u00e7\u00fck de\u011fi\u015fimi anlat\u0131r; 25 baz puan, faizin 0,25 puan artmas\u0131 demektir. \u201cPCE enflasyonu\u201d ise t\u00fcketicilerin harcamalar\u0131na g\u00f6re \u00f6l\u00e7\u00fclen bir fiyat art\u0131\u015f\u0131 g\u00f6stergesidir.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Beklentinin faiz art\u0131\u015flar\u0131 y\u00f6n\u00fcnde olmas\u0131, dolar i\u00e7in k\u0131sa vadede destekleyici, tahviller i\u00e7in ise bask\u0131lay\u0131c\u0131 olabilir. Faizlerin daha uzun s\u00fcre y\u00fcksek kalaca\u011f\u0131 alg\u0131s\u0131, hisse senetlerinde \u00f6zellikle b\u00fcy\u00fcme odakl\u0131 alanlar \u00fczerinde dalgalanma yaratabilir; buna kar\u015f\u0131n g\u00fc\u00e7l\u00fc ekonomi temas\u0131 baz\u0131 sekt\u00f6rleri destekleyebilir.<\/p>\n","protected":false},"excerpt":{"rendered":" UBS, Federal Reserve\u2019in bu y\u0131l eyl\u00fclde ve aral\u0131kta 25\u2019er baz puanl\u0131k iki art\u0131\u015f yapaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc. Banka, bu beklentiyi g\u00fc\u00e7l\u00fc a\u011fustos<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[2767,3500,540],"class_list":["post-15766","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-abd-istihdam-verisi","tag-fed-faiz-artisi","tag-ubs"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/15766","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15766"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/15766\/revisions"}],"predecessor-version":[{"id":15768,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/15766\/revisions\/15768"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15766"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15766"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15766"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}