\ud83c\udfaf Haftan\u0131n ana temas\u0131
Fed’in eyl\u00fclde faizi 25 baz puan art\u0131r\u0131p 3,75\u20134,00 aral\u0131\u011f\u0131na \u00e7\u0131kard\u0131\u011f\u0131 bir ortamda hafta, ABD’de eyl\u00fcl enflasyonuyla (T\u00dcFE) a\u00e7\u0131l\u0131yor; perakende sat\u0131\u015flar ve \u00dcFE hemen ertesi g\u00fcn geliyor. Yani fiyat bask\u0131s\u0131 ile talebin dayan\u0131kl\u0131l\u0131\u011f\u0131 ayn\u0131 24 saatte test edilecek. Buna merkez bankas\u0131 ba\u015fkanlar\u0131n\u0131n pe\u015f pe\u015fe konu\u015fmalar\u0131 ve Fed Ba\u015fkan\u0131’n\u0131n cuma sabah\u0131na denk gelen sohbeti e\u015flik ediyor. Faiz art\u0131r\u0131m patikas\u0131 bu haftan\u0131n as\u0131l konusu.<\/p>\n\n\n\n
\ud83d\uddd3 G\u00fcn g\u00fcn ekonomik takvim <\/p>\n\n\n\n
Pazartesi, 12 Ekim
\ud83c\uddfa\ud83c\uddf8 Columbus Day tatili: ABD tahvil piyasas\u0131 kapal\u0131, Fed’in bug\u00fcnk\u00fc istatistik yay\u0131nlar\u0131 sal\u0131 g\u00fcn\u00fcne kayd\u0131
\ud83c\udde8\ud83c\udde6 Kanada \u015e\u00fckran G\u00fcn\u00fc tatili
\u00d6nemli veri takvimi yok; likidite ince kalabilir.<\/p>\n\n\n\n
Sal\u0131, 13 Ekim
\ud83c\udde6\ud83c\uddfa RBA eyl\u00fcl toplant\u0131s\u0131 tutanaklar\u0131
\ud83c\udde9\ud83c\uddea Almanya T\u00dcFE (eyl\u00fcl, nihai) | 09:00
\ud83c\uddfa\ud83c\uddf8 Fed Y\u00f6netim Kurulu \u00fcyesi konu\u015fmas\u0131 (yapay zek\u00e2 temas\u0131, Yeni Delhi) | 10:45
\ud83c\uddfa\ud83c\uddf8 JPMorgan, Goldman Sachs, Citigroup ve Wells Fargo ile bilan\u00e7o sezonu ba\u015fl\u0131yor
\ud83c\uddea\ud83c\uddfa ECB Ba\u015fkan\u0131 konu\u015fmas\u0131 | \u00e7ar\u015famba 05:10<\/p>\n\n\n\n
\u00c7ar\u015famba, 14 Ekim
\ud83c\udde8\ud83c\uddf3 \u00c7in T\u00dcFE (eyl\u00fcl) | 04:30
\ud83c\uddec\ud83c\udde7 BoE Ba\u015fkan\u0131 konu\u015fmas\u0131 | 08:30
\ud83c\udde8\ud83c\udde6 BoC Ba\u015fkan\u0131 konu\u015fmas\u0131 | 09:05
\ud83c\uddea\ud83c\uddfa ECB Ba\u015fkan\u0131 konu\u015fmas\u0131 | 11:30
\ud83c\uddfa\ud83c\uddf8 T\u00dcFE (eyl\u00fcl) | 15:30
\ud83c\uddfa\ud83c\uddf8 Fed Beige Book (ekim) | 21:00
\ud83c\uddfa\ud83c\uddf8 Morgan Stanley ve Bank of America bilan\u00e7olar\u0131<\/p>\n\n\n\n
Per\u015fembe, 15 Ekim
\ud83c\udde6\ud83c\uddfa \u0130stihdam verisi (eyl\u00fcl) | 03:30
\ud83c\udde8\ud83c\udded SNB Ba\u015fkan\u0131 konu\u015fmas\u0131 | 07:30
\ud83c\uddec\ud83c\udde7 GSYH (a\u011fustos) | 09:00
\ud83c\uddec\ud83c\udde7 BoE Ba\u015fkan\u0131 konu\u015fmas\u0131 | 10:30 ve cuma 05:00
\ud83c\uddea\ud83c\uddfa Euro B\u00f6lgesi sanayi \u00fcretimi (a\u011fustos) | 12:00
\ud83c\uddfa\ud83c\uddf8 \u00dcFE (eyl\u00fcl) | 15:30
\ud83c\uddfa\ud83c\uddf8 Perakende sat\u0131\u015flar (eyl\u00fcl) | 15:30
\ud83c\uddfa\ud83c\uddf8 Haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 | 15:30
\ud83c\uddfa\ud83c\uddf8 Philadelphia Fed imalat endeksi (ekim) | 15:30
\ud83c\uddfa\ud83c\uddf8 Fed Ba\u015fkan\u0131, IMF Ba\u015fkan\u0131 ile sohbet (Bangkok) | cuma 06:30<\/p>\n\n\n\n
Cuma, 16 Ekim
\ud83c\uddea\ud83c\uddfa Euro B\u00f6lgesi T\u00dcFE (eyl\u00fcl, nihai) | 12:00
\ud83c\uddfa\ud83c\uddf8 \u0130thalat ve ihracat fiyatlar\u0131 (eyl\u00fcl) | 15:30
\ud83c\uddfa\ud83c\uddf8 Sanayi \u00fcretimi ve kapasite kullan\u0131m\u0131 (eyl\u00fcl) | 16:15<\/p>\n\n\n\n
\u26a0\ufe0f Kripto piyasas\u0131na etki ve haftal\u0131k risk noktalar\u0131<\/p>\n\n\n\n
Haftan\u0131n tek en b\u00fcy\u00fck riski \u00e7ar\u015famba 15:30’daki ABD T\u00dcFE’si. Faiz art\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fcn s\u00fcrd\u00fc\u011f\u00fc bir d\u00f6nemde man\u015fet ya da \u00e7ekirdek enflasyonun beklentinin \u00fczerinde gelmesi, ek art\u0131r\u0131m fiyatlamas\u0131n\u0131 g\u00fc\u00e7lendirip dolar ve getirileri yukar\u0131 iterek $BTC ile altcoinlerde sert sat\u0131\u015f getirebilir. Daha yumu\u015fak bir tablo ise risk i\u015ftah\u0131n\u0131 rahatlat\u0131r; ancak ertesi g\u00fcn gelecek \u00dcFE ve perakende sat\u0131\u015flar y\u00f6n\u00fc yeniden de\u011fi\u015ftirebilece\u011fi i\u00e7in \u00e7ar\u015famba tepkisinin kal\u0131c\u0131l\u0131\u011f\u0131 per\u015fembe 15:30’da s\u0131nanacak.<\/p>\n\n\n\n
Per\u015fembe 15:30 tek pencerede \u00dcFE, perakende sat\u0131\u015flar, i\u015fsizlik ba\u015fvurular\u0131 ve Philadelphia Fed endeksini birlikte getiriyor. G\u00fc\u00e7l\u00fc harcama ile s\u0131cak \u00fcretici fiyatlar\u0131n\u0131n birle\u015fimi, Fed’in s\u0131k\u0131la\u015fma tonunu peki\u015ftirir. Kripto vadeli i\u015flemlerinde bu saatlerde ani fitil ve tasfiye dalgalar\u0131 s\u0131k g\u00f6r\u00fcl\u00fcr; kald\u0131ra\u00e7l\u0131 pozisyonlarda bu pencereye yak\u0131n dikkatli olmak gerekir.<\/p>\n\n\n\n
Merkez bankas\u0131 s\u00f6ylemi bu hafta yo\u011fun: ECB ve BoE ba\u015fkanlar\u0131n\u0131n birden fazla konu\u015fmas\u0131, BoC ve SNB ba\u015fkanlar\u0131 ile Fed Ba\u015fkan\u0131’n\u0131n cuma sabah\u0131 yapaca\u011f\u0131 sohbet, faiz yolu konusunda yeni sinyaller ta\u015f\u0131yabilir. Fed Ba\u015fkan\u0131’n\u0131n konu\u015fmas\u0131 T\u00fcrkiye saatiyle cuma 06:30’a denk geldi\u011fi i\u00e7in haftan\u0131n kapan\u0131\u015f\u0131nda Asya seans\u0131 a\u00e7\u0131l\u0131\u015f\u0131n\u0131 etkileyebilir. \u00c7ar\u015famba 21:00’deki Beige Book ise T\u00dcFE sonras\u0131 ikinci bir yorum katman\u0131 sunacak.<\/p>\n\n\n\n
Pazartesi ABD tahvil piyasas\u0131n\u0131n kapal\u0131 olmas\u0131, haftaya ince likiditeyle girilece\u011fi anlam\u0131na geliyor; kripto 7\/24 i\u015flem g\u00f6rd\u00fc\u011f\u00fc i\u00e7in hafta sonu olu\u015fan fiyat hareketleri bu bo\u015flukta abart\u0131l\u0131 seyredebilir. Sal\u0131 ba\u015flayan banka bilan\u00e7olar\u0131 ise hisse taraf\u0131ndaki risk i\u015ftah\u0131n\u0131 belirleyerek kriptoya dolayl\u0131 yans\u0131r.<\/p>\n\n\n\n
Haftan\u0131n \u00f6zeti: pazartesi sakin, \u00e7ar\u015famba T\u00dcFE ile en y\u00fcksek oynakl\u0131k, per\u015fembe 15:30’da ikinci dalga, cuma sabah\u0131 Fed Ba\u015fkan\u0131 konu\u015fmas\u0131 ve \u00f6\u011fleden sonra sanayi \u00fcretimiyle kapan\u0131\u015f.<\/p>\n\n\n\n
<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> \u201c\u00c7ekirdek enflasyon\u201d, g\u0131da ve enerji gibi fiyat\u0131 \u00e7ok oynak kalemler \u00e7\u0131kar\u0131ld\u0131\u011f\u0131nda kalan, fiyat bask\u0131s\u0131n\u0131n daha kal\u0131c\u0131 k\u0131sm\u0131n\u0131 g\u00f6steren \u00f6l\u00e7\u00fcd\u00fcr. \u201cLikidite\u201d ise piyasada al\u0131p satman\u0131n ne kadar kolay oldu\u011funu anlat\u0131r; para bol ve i\u015flem hacmi rahatsa fiyatlar daha rahat hareket eder, para darsa sert oynakl\u0131k artabilir.<\/p> \ud83d\udcca Piyasa Etkisi:<\/strong> Bu hafta ABD T\u00dcFE, \u00dcFE, perakende sat\u0131\u015flar ve Fed yetkililerinin konu\u015fmalar\u0131 nedeniyle dolar ve tahvil getirilerinde sert oynakl\u0131k g\u00f6r\u00fclebilir. Beklentiden g\u00fc\u00e7l\u00fc enflasyon ya da g\u00fc\u00e7l\u00fc harcama verileri, Fed\u2019in daha s\u0131k\u0131 kalaca\u011f\u0131 fiyatlamas\u0131n\u0131 art\u0131rarak riskli varl\u0131klar ve \u00f6zellikle kripto \u00fczerinde bask\u0131 yaratabilir. Daha \u0131l\u0131ml\u0131 veriler ise risk i\u015ftah\u0131n\u0131 destekleyebilir; ancak y\u00f6n\u00fcn kal\u0131c\u0131l\u0131\u011f\u0131 ayn\u0131 hafta gelecek di\u011fer verilerle yeniden test edilecektir.<\/p>","protected":false},"excerpt":{"rendered":" \ud83c\udfaf Haftan\u0131n ana temas\u0131Fed’in eyl\u00fclde faizi 25 baz puan art\u0131r\u0131p 3,75\u20134,00 aral\u0131\u011f\u0131na \u00e7\u0131kard\u0131\u011f\u0131 bir ortamda hafta, ABD’de eyl\u00fcl enflasyonuyla (T\u00dcFE)<\/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":[245],"tags":[253],"class_list":["post-29689","post","type-post","status-publish","format-standard","hentry","category-raporlar","tag-risk-takvimi"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29689","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=29689"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29689\/revisions"}],"predecessor-version":[{"id":29694,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29689\/revisions\/29694"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=29689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=29689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}