{"id":4657,"date":"2026-01-29T10:27:05","date_gmt":"2026-01-29T10:27:05","guid":{"rendered":"https:\/\/bihavadis.com\/?p=4657"},"modified":"2026-01-29T10:27:05","modified_gmt":"2026-01-29T10:27:05","slug":"fed-beklentilerinde-veri-etkisi","status":"publish","type":"post","link":"https:\/\/bihavadis.com\/index.php\/2026\/01\/29\/fed-beklentilerinde-veri-etkisi\/","title":{"rendered":"Fed beklentilerinde veri etkisi"},"content":{"rendered":"<div>\n<p>ABD hizmet sekt\u00f6r\u00fc Eyl\u00fcl ay\u0131nda, sipari\u015fler ve daha g\u00fc\u00e7l\u00fc ticari faaliyetlerin etkisiyle \u015eubat 2023\u2019ten bu yana en h\u0131zl\u0131 b\u00fcy\u00fcmeyi kaydederken Fed beklentilerinin de yeniden ele al\u0131nmas\u0131na neden oldu.<\/p>\n<p>ISM hizmet endeksi ge\u00e7en ay 3,4 puan artarak 54,9\u2019a y\u00fckseldi ve Bloomberg anketinde t\u00fcm tahminleri geride b\u0131rakt\u0131. \u00dclkede gayrimenkul, \u015firket y\u00f6netimi ve destek hizmetleri ile konaklama ve g\u0131da hizmetleri ba\u015fta olmak \u00fczere on iki sekt\u00f6r b\u00fcy\u00fcme bildirdi. Ancak \u00f6n\u00fcm\u00fczdeki haftalardaki g\u00f6r\u00fcn\u00fcm, Do\u011fu ve K\u00f6rfez k\u0131y\u0131s\u0131ndaki limanlarda i\u015f\u00e7ilerin greve gidecek &#8211; ve uzamas\u0131 halinde bir\u00e7ok sekt\u00f6r \u00fczerinde bask\u0131 yaratabilecek &#8211; olmas\u0131n\u0131n yan\u0131 s\u0131ra kas\u0131m ay\u0131ndaki Ba\u015fkanl\u0131k se\u00e7imlerinin siyasi belirsizli\u011fi art\u0131rmas\u0131 nedeniyle g\u00f6lgeleniyor.<\/p>\n<\/div>\n<div>\n<p>Profesyonel hizmetler ve toptan ticaret sekt\u00f6rlerinden kat\u0131l\u0131mc\u0131lar, baz\u0131 i\u015f kararlar\u0131n\u0131n se\u00e7im sonras\u0131na kadar ertelendi\u011fini belirtti. <\/p>\n<p><b><strong>50 baz puanl\u0131k faiz indirim olas\u0131l\u0131\u011f\u0131n\u0131 a\u015fa\u011f\u0131 \u00e7ekti<\/strong><\/b><\/p>\n<p>Fed\u2019in ay ba\u015f\u0131ndaki faiz indiriminden sonra bile y\u00fcksek seviyede kalmaya devam eden faiz oranlar\u0131 baz\u0131 sekt\u00f6rler \u00fczerinde bask\u0131 olu\u015fturmay\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n<p>Bu verinin ard\u0131ndan Fed\u2019in kas\u0131m ay\u0131nda 50 baz puan faiz indirece\u011fi y\u00f6n\u00fcndeki beklentiler de bir miktar azald\u0131.<\/p>\n<p>BMO Capital Market K\u0131demli Ekonomisti Sal Guatieri bir notunda, \u201cG\u00fc\u00e7l\u00fc t\u00fcketici harcamalar\u0131 devam ederken, hizmet sekt\u00f6r\u00fc geni\u015flemenin omurgas\u0131n\u0131 sa\u011flamla\u015ft\u0131rmaya devam ediyor ve muhtemelen kas\u0131m ay\u0131nda Fed\u2019den \u00e7eyrek puanl\u0131k faiz indirimine do\u011fru a\u011f\u0131rl\u0131k veriyor. Ancak daha gelecek \u00e7ok veri var ve liman i\u015f\u00e7ilerinin grevi \u00f6nemli\u201d dedi.<\/p>\n<p>Bu arada liman i\u015f\u00e7ileri, i\u015fverenleriyle yeni bir s\u00f6zle\u015fme \u00fczerinde toplu pazarl\u0131klara devam ederken y\u00fck ta\u015f\u0131maya yeniden ba\u015flamay\u0131 ve grevlerini Ocak ay\u0131na ertelemeyi kabul etti.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>ABD ISM hizmet endeksinin beklentilerin \u00f6tesinde pozitif bir tablo sergilemesi Fed beklentilerini de etkiledi. Piyasa akt\u00f6rlerine g\u00f6re Fed\u2019in Kas\u0131m ay\u0131nda 50 baz puanl\u0131k bir indirime gitme ihtimali azald\u0131.<\/p>\n","protected":false},"author":1,"featured_media":4658,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[824,315,395,502],"class_list":["post-4657","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-doviz","tag-faiz","tag-hizmet","tag-is","tag-sektor"],"_links":{"self":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4657","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/comments?post=4657"}],"version-history":[{"count":1,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4657\/revisions"}],"predecessor-version":[{"id":4659,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4657\/revisions\/4659"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media\/4658"}],"wp:attachment":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media?parent=4657"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/categories?post=4657"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/tags?post=4657"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}