Wall Street’in beklentileri<\/p>\n\n\n\n
Bank of America: Eyl\u00fcl’de art\u0131\u015f bekliyor, Waller’\u0131n muhalefet etmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. BofA, 2026 medyan noktas\u0131n\u0131 %4,1 olarak g\u00f6r\u00fcyor ve art\u0131\u015f yap\u0131lmamas\u0131 durumunda uzun vadeli getiriler \u00fczerinde yenilenmi\u015f yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fabilece\u011fi konusunda uyar\u0131yor.<\/p>\n\n\n\n
Goldman Sachs: Agresif s\u0131k\u0131la\u015ft\u0131rma i\u00e7in s\u0131n\u0131rl\u0131 ekonomik gerek\u00e7e g\u00f6r\u00fcyor; enflasyonun hedefi a\u015fmas\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde solmas\u0131 gereken fakt\u00f6rleri yans\u0131tt\u0131\u011f\u0131n\u0131 savunuyor. Baz\u0131 FOMC yetkililerinin ek art\u0131\u015f sinyali vermekten \u00e7ekinece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n\n\n\n
UBS: Eyl\u00fcl ve Aral\u0131k’ta art\u0131\u015flar bekliyor; Bowman ve Waller bug\u00fcn muhalefet edecek. 2026 medyan nokta tahmini %3,9; bunu 2027’de bir ba\u015fka %3,9 izleyecek.<\/p>\n\n\n\n
Wells Fargo: Gelecek aylarda iki adet 25 baz puanl\u0131k art\u0131\u015f temel senaryo; ancak “bir kere ve bitti” sonucu h\u00e2l\u00e2 m\u00fcmk\u00fcn.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> \u201cBaz puan\u201d faiz oranlar\u0131ndaki \u00e7ok k\u00fc\u00e7\u00fck de\u011fi\u015fimi anlat\u0131r; 25 baz puan, faizin 0,25 puan artmas\u0131 demektir. \u201cMedyan nokta\u201d ise kurul \u00fcyelerinin gelecek faiz i\u00e7in verdikleri tahminlerin ortadaki de\u011ferini ifade eder.<\/p> \ud83d\udcca Piyasa Etkisi:<\/strong> Piyasan\u0131n faiz art\u0131\u015f\u0131 beklemesi, karar \u00f6ncesinde dolar ve k\u0131sa vadeli tahvil faizlerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 art\u0131rabilir. E\u011fer Fed beklentiden daha \u015fahin bir ton verirse tahvillerde sat\u0131\u015f, hisse ve kripto gibi riskli varl\u0131klarda ise dalgalanma g\u00f6r\u00fclebilir. Buna kar\u015f\u0131l\u0131k art\u0131\u015f gelmez ya da daha g\u00fcvercin bir mesaj verilirse dolar zay\u0131flayabilir, tahvil getirileri gerileyebilir.<\/p>","protected":false},"excerpt":{"rendered":" Wall Street’in beklentileri Bank of America: Eyl\u00fcl’de art\u0131\u015f bekliyor, Waller’\u0131n muhalefet etmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. BofA, 2026 medyan noktas\u0131n\u0131 %4,1 olarak g\u00f6r\u00fcyor<\/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":[26],"class_list":["post-19118","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-fed"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/19118","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=19118"}],"version-history":[{"count":3,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/19118\/revisions"}],"predecessor-version":[{"id":19121,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/19118\/revisions\/19121"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=19118"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=19118"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=19118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}