Gedik Yat\u0131r\u0131m'\u0131n raporunda “Ge\u00e7en haftaki sert dalgalanmalar\u0131n ard\u0131ndan ABD piyasalar\u0131 haftaya toparlanma iste\u011fiyle ba\u015flad\u0131. Piyasalar hem Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimine gidebilece\u011fine y\u00f6nelik beklentileri art\u0131rd\u0131 hem de Nvidia\u2019n\u0131n \u00c7in\u2019e ihracat potansiyeline dair olumlu haberlerin etkisi ile risk i\u015ftah\u0131 olumlu seyretti.” ifadelerine yer verildi.\u00a0<\/p>\n
Raporun devam\u0131nda ise \u015funlar kaydedildi:<\/p>\n
“New York Fed Ba\u015fkan\u0131 John Williams\u2019\u0131n, zay\u0131flayan i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n enflasyondan daha b\u00fcy\u00fck bir risk olu\u015fturdu\u011funu s\u00f6ylemesi piyasada yak\u0131n vadede faiz indirimi olabilir alg\u0131s\u0131n\u0131 g\u00fc\u00e7lendirdi. Aral\u0131k ay\u0131nda 25 baz puanl\u0131k indirim ihtimali bir haftada y\u00fczde 44\u2019ten y\u00fczde 69\u2019a y\u00fckseldi. Di\u011fer yandan ABD\u2019li yetkililerin Nvidia\u2019n\u0131n H200 yapay zeka \u00e7iplerini \u00c7in\u2019e satmas\u0131na izin verilip verilmeyece\u011fine ili\u015fkin erken a\u015fama g\u00f6r\u00fc\u015fmelere ba\u015flad\u0131\u011f\u0131 haberleri teknoloji hisselerini destekledi. \u015eirket CEO\u2019su Jensen Huang\u2019\u0131n ihracat k\u0131s\u0131tlamalar\u0131n\u0131n gev\u015fetilmesi i\u00e7in y\u00f6netim \u00fczerinde bask\u0131 kurdu\u011fu belirtiliyor. Bu geli\u015fmelerin etkisiyle Dow vadeli kontratlar\u0131 y\u00fczde 0,3, S&P 500 vadeli kontratlar\u0131 y\u00fczde 0,4 ve Nasdaq 100 vadeli kontratlar\u0131 y\u00fczde 0,6 y\u00fckseli\u015f kaydetti.<\/p>\n
Bu hafta, ABD taraf\u0131nda \u015e\u00fckran G\u00fcn\u00fc nedeniyle hafta k\u0131salacak; per\u015fembe g\u00fcn\u00fc hisse senedi ve tahvil piyasalar\u0131 tamamen kapal\u0131 olacak, cuma g\u00fcn\u00fc ise erken kapan\u0131\u015f uygulanacak. H\u00fck\u00fcmet kapanmas\u0131 nedeniyle geciken veriler yay\u0131mlanmaya devam ederken, istatistik kurumlar\u0131n\u0131n takvimlerini g\u00fcncelleyerek yeni tarih duyurular\u0131 yapmas\u0131 bekleniyor. Haftan\u0131n \u00f6nemli veri g\u00fcndeminde, eyl\u00fcl ay\u0131 \u00dcFE\u2019nin a\u011fustostaki y\u00fczde 0,1\u2019lik
\nd\u00fc\u015f\u00fc\u015f sonras\u0131 y\u00fczde 0,3 art\u0131\u015f g\u00f6stermesi ve y\u0131ll\u0131k bazda y\u00fczde 2,6\u2019dan y\u00fczde 2,7\u2019ye y\u00fckselmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Perakende sat\u0131\u015flar\u0131n ise a\u011fustostaki y\u00fczde 0,6\u2019l\u0131k art\u0131\u015f\u0131n ard\u0131ndan eyl\u00fclde y\u00fczde 0,4 y\u00fckselmesi beklenirken, dayan\u0131kl\u0131 mal sipari\u015flerinde a\u011fustosta g\u00f6r\u00fclen y\u00fczde 2,9\u2019luk s\u0131\u00e7ramaya kar\u015f\u0131l\u0131k bu kez daha s\u0131n\u0131rl\u0131, y\u00fczde 0,2\u2019lik bir art\u0131\u015f tahmin ediliyor. Ayr\u0131ca, Amerika k\u0131tas\u0131n\u0131n geri kalan\u0131nda ise Kanada\u2019n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek b\u00fcy\u00fcme verisi ile Brezilya ve Meksika\u2019n\u0131n ay ortas\u0131 T\u00dcFE rakamlar\u0131 \u00f6ne \u00e7\u0131kacak.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa borsalar\u0131 haftaya g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rlan\u0131yor. New York Fed Ba\u015fkan\u0131 John Williams\u2019\u0131n yak\u0131n vadede bir faiz indirimine kap\u0131 aralayan a\u00e7\u0131klamalar\u0131, Aral\u0131k ay\u0131 i\u00e7in indirim beklentilerini yeniden canland\u0131r\u0131rken risk i\u015ftah\u0131n\u0131 da art\u0131rd\u0131. Nvidia\u2019n\u0131n H200 yapay zek\u00e2 \u00e7iplerini \u00c7in\u2019e satmas\u0131na izin verilebilece\u011fine dair haberler k\u00fcresel teknoloji hisselerine destek olurken, Avrupa\u2019da yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 \u0130ngiltere\u2019nin yakla\u015fan b\u00fct\u00e7esine \u00e7evrilmi\u015f durumda. G\u00fcn i\u00e7inde Almanya\u2019n\u0131n Ifo i\u015f d\u00fcnyas\u0131 g\u00fcven endeksi de takip edilecek. Bu g\u00f6r\u00fcn\u00fcm alt\u0131nda Euro Stoxx 50 vadeli kontratlar\u0131 y\u00fczde 0,8, Stoxx 600 vadeli kontratlar\u0131 y\u00fczde 0,7 art\u0131da i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Bu hafta \u0130ngiltere\u2019de piyasa g\u00fcndeminin oda\u011f\u0131nda sonbahar b\u00fct\u00e7esi bulunuyor. Maliye Bakan\u0131 Rachel Reeves\u2019in \u00e7ar\u015famba g\u00fcn\u00fc ek vergi art\u0131\u015flar\u0131 a\u00e7\u0131klamas\u0131 bekleniyor; zira h\u00fck\u00fcmetin, b\u00fcy\u00fcme tahminlerindeki olas\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonu, artan bor\u00e7lanma maliyetlerini ve ertelenen sosyal yard\u0131m kesintilerini telafi edebilmek i\u00e7in 20\u201330 milyar sterlinlik ek kaynak yaratmas\u0131 gerekebilir. Bu ad\u0131mlar\u0131n tahvil piyasalar\u0131n\u0131 rahatlatmas\u0131 hedeflense de, se\u00e7men nezdinde Ba\u015fbakan Keir Starmer y\u00f6netimine y\u00f6nelik memnuniyetsizli\u011fi art\u0131rma riski de ta\u015f\u0131yor.<\/p>\n
Avrupa genelinde ise g\u00f6zler b\u00f6lgenin b\u00fcy\u00fck ekonomilerinden gelecek \u00f6nc\u00fc enflasyon verilerinde olacak. Almanya\u2019da T\u00dcFE\u2019nin kas\u0131m ay\u0131nda ayl\u0131k bazda y\u00fczde 0,2 gerilemesi ve ocaktan bu yana ilk d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetmesi beklenirken, Fransa\u2019da fiyatlar\u0131n yatay seyretmesi, \u0130talya\u2019da ise y\u00fczde 0,1\u2019lik hafif bir d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fclmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. \u0130spanya\u2019da y\u0131ll\u0131k enflasyonun y\u00fczde 3,1\u2019den y\u00fczde 3\u2019e gerilemesi bekleniyor. Almanya taraf\u0131nda ayr\u0131ca Ifo \u0130\u015f \u0130klimi Endeksi\u2019nin \u00fc\u00e7\u00fcnc\u00fc ay \u00fcst \u00fcste y\u00fckselmesi ve perakende sat\u0131\u015flar\u0131n pozitife d\u00f6nmesi, beklenen di\u011fer \u00f6nemli g\u00f6stergeler aras\u0131nda yer al\u0131yor.<\/p>\n
Bunlara ek olarak Euro B\u00f6lgesi ekonomik g\u00fcven endeksleri, Almanya, Fransa, \u0130sve\u00e7, \u0130svi\u00e7re, Finlandiya ve Norve\u00e7\u2019in nihai GSYH verileri ve son olarak, Ekim ay\u0131nda \u00fc\u00e7\u00fcnc\u00fc toplant\u0131da da faizleri sabit tutan Avrupa Merkez Bankas\u0131\u2019n\u0131n yay\u0131mlanacak Para Politikas\u0131 Toplant\u0131 Tutanaklar\u0131 da haftan\u0131n \u00f6nemli ba\u015fl\u0131klar\u0131 aras\u0131nda.<\/p>\n
T\u00fcrkiye<\/p>\n
Kurda d\u00fc\u015f\u00fck volatilite s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filimlerinin devam etti\u011fi bir haftay\u0131 geride b\u0131rakt\u0131k. A\u00e7\u0131klanan verilerin ve haber ak\u0131\u015flar\u0131n\u0131n fiyatlamalar \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kald\u0131. Yurt i\u00e7erisinde g\u00f6zler gelecek hafta a\u00e7\u0131klanacak enflasyon verisi ve akabinde 11 Aral\u0131k tarihindeki TCMB faiz karar\u0131nda olacak. ABD taraf\u0131nda ise h\u00fck\u00fcmetin a\u00e7\u0131lmas\u0131 ile veri ak\u0131\u015f\u0131 tekrardan sa\u011flanm\u0131\u015f durumda. Cuma g\u00fcn\u00fc a\u00e7\u0131klanan verilere g\u00f6re \u00f6nc\u00fc imalat PMI kas\u0131mda 51,9 ile beklentilerin hafif alt\u0131nda kal\u0131rken, hizmet PMI ise 55,00 beklentilerin \u00fczerinde ger\u00e7ekle\u015fti. Verilerin fiyatlamalara etkisi olmazken, New York Fed Ba\u015fkan\u0131 Williams\u2019\u0131n k\u0131sa vadede FED\u2019in faiz indirebilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 sonras\u0131 piyasalarda faiz indirim olas\u0131l\u0131\u011f\u0131 artt\u0131. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,44 civar\u0131nda haftaya sakin ba\u015fl\u0131yor.”<\/p>\n
<\/strong> \u0130stanbul, 24 Kas\u0131m (Hibya)- Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131n\u0131n haftaya g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rlan\u0131yor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-10322","post","type-post","status-publish","format-standard","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/10322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=10322"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/10322\/revisions"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=10322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=10322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=10322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"