Gedik Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck piyasa de\u011ferlendirme raporunda, k\u00fcresel piyasalarda son iki g\u00fcnd\u00fcr teknoloji hisselerinde ya\u015fanan sert sat\u0131\u015flar\u0131n ard\u0131ndan toparlanman\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
Raporda, \u00f6zellikle \u00e7ip ve yapay zeka ba\u011flant\u0131l\u0131 hisselerde yeniden al\u0131mlar\u0131n g\u00fc\u00e7 kazand\u0131\u011f\u0131, Asya borsalar\u0131n\u0131n pozitif seyretti\u011fi ifade edildi. G\u00fcney Kore Kospi endeksindeki y\u00fckseli\u015fin Samsung Electronics ve SK Hynix hisselerindeki g\u00fc\u00e7l\u00fc performansla desteklendi\u011fi belirtilirken, Nasdaq 100 ve Avrupa vadeli endekslerinde de iyimser bir g\u00f6r\u00fcn\u00fcm\u00fcn hakim oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
ABD’de haziran ay\u0131 tar\u0131m d\u0131\u015f\u0131 istihdam verisinin beklentilerin alt\u0131nda kalmas\u0131n\u0131n, ABD Merkez Bankas\u0131’n\u0131n (Fed) faiz art\u0131r\u0131m\u0131 konusunda daha temkinli davranabilece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi kaydedildi. Bu geli\u015fmenin dolar \u00fczerinde bask\u0131 olu\u015fturdu\u011fu, alt\u0131n, g\u00fcm\u00fc\u015f, platin ve paladyum gibi de\u011ferli metalleri destekledi\u011fi ifade edildi.<\/p>\n
Petrol piyasas\u0131na ili\u015fkin de\u011ferlendirmede ise Brent petrol\u00fcn, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan tanker ge\u00e7i\u015flerinin artmas\u0131 ve ABD ile \u0130ran aras\u0131ndaki g\u00f6r\u00fc\u015fmelerin s\u00fcrmesinin etkisiyle varil ba\u015f\u0131na 72 dolar civar\u0131nda dengelendi\u011fi belirtildi.<\/p>\n
Raporda, k\u0131sa vadede piyasalarda rahatlama havas\u0131 olu\u015fmas\u0131na kar\u015f\u0131n, yapay zeka odakl\u0131 y\u00fckseli\u015fin mevcut de\u011ferlemeleri hakl\u0131 \u00e7\u0131kar\u0131p \u00e7\u0131karmayaca\u011f\u0131 ile \u015firket k\u00e2rlar\u0131n\u0131n bu beklentileri destekleyip desteklemeyece\u011finin \u00f6n\u00fcm\u00fczdeki d\u00f6nemin temel belirleyicisi olaca\u011f\u0131 vurguland\u0131.<\/p>\n
Avrupa piyasalar\u0131na ili\u015fkin de\u011ferlendirmede ise ABD’de beklentilerin alt\u0131nda kalan istihdam verisi ile Euro B\u00f6lgesi’nde enflasyonun yava\u015flamas\u0131n\u0131n piyasalara destek verdi\u011fi ifade edildi.<\/p>\n
Raporda, zay\u0131f ABD istihdam verisinin Fed’in yak\u0131n vadede daha agresif faiz art\u0131r\u0131m\u0131 yapma ihtimalini azaltt\u0131\u011f\u0131, Euro B\u00f6lgesi’nde enflasyon bask\u0131s\u0131n\u0131n hafiflemesinin Avrupa tahvillerini destekledi\u011fi ve hisse senetlerine y\u00f6nelik risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 kaydedildi.<\/p>\n
Bu geli\u015fmeler do\u011frultusunda Euro STOXX 50 ile STOXX Europe 600 endekslerinin yeni rekor seviyelere y\u00fckseldi\u011fi belirtilirken, bankac\u0131l\u0131k sekt\u00f6r\u00fcnde UniCredit ve Deutsche Bank, l\u00fcks t\u00fcketim sekt\u00f6r\u00fcnde Hermes ile LVMH, savunma sanayisinde ise Rheinmetall hisselerinin g\u00fc\u00e7l\u00fc performans g\u00f6sterdi\u011fi aktar\u0131ld\u0131.<\/p>\n
T\u00fcrkiye piyasalar\u0131na ili\u015fkin b\u00f6l\u00fcmde, d\u00f6viz kurunda d\u00fc\u015f\u00fck volatilite ve kademeli y\u00fckseli\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fc belirtildi. T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) br\u00fct rezervlerinin 157,2 milyar dolardan 149,2 milyar dolara, swap hari\u00e7 net rezervlerinin ise 34,6 milyar dolardan 30,7 milyar dolara geriledi\u011fi ifade edildi.<\/p>\n
ABD’de haziran ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n 57 bin ki\u015fi artarak beklentilerin belirgin alt\u0131nda kald\u0131\u011f\u0131, i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,30’dan y\u00fczde 4,20’ye geriledi\u011fi, ortalama saatlik kazan\u00e7lar\u0131n ise ayl\u0131k bazda y\u00fczde 0,3 art\u0131\u015fla beklentilere paralel ger\u00e7ekle\u015fti\u011fi kaydedildi.<\/p>\n
Raporda, zay\u0131f istihdam verisinin ard\u0131ndan dolar endeksinde d\u00fc\u015f\u00fc\u015flerin h\u0131zland\u0131\u011f\u0131 ve Fed’in eyl\u00fcl ay\u0131nda faiz art\u0131rma ihtimaline ili\u015fkin beklentilerin azald\u0131\u011f\u0131, ancak s\u00f6z konusu geli\u015fmenin d\u00f6viz kuru \u00fczerinde belirgin bir etki yaratmad\u0131\u011f\u0131 belirtildi. Yurt i\u00e7inde ise haziran ay\u0131 enflasyon verisinin piyasalar\u0131n ana g\u00fcndem maddesi oldu\u011fu ifade edilirken, dolar\/TL kurunun sabah saatlerinde 46,79 seviyesinde hafif y\u00fckseli\u015f e\u011filiminde i\u015flem g\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Euro\/dolar paritesine ili\u015fkin de\u011ferlendirmede, ABD istihdam verisinin ard\u0131ndan dolar\u0131n zay\u0131flamas\u0131yla paritenin 1,145 seviyesine yakla\u015ft\u0131\u011f\u0131 belirtildi. Ancak Euro B\u00f6lgesi’nde enflasyonun beklentilerden daha h\u0131zl\u0131 yava\u015flamas\u0131 ve Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde’\u0131n daha g\u00fcvercin mesajlar\u0131n\u0131n eurodaki y\u00fckseli\u015fi s\u0131n\u0131rland\u0131rd\u0131\u011f\u0131 ifade edildi. ABD-\u0130ran g\u00f6r\u00fc\u015fmelerine ili\u015fkin olumlu beklentilerin ise petrol fiyatlar\u0131n\u0131 bask\u0131layarak k\u00fcresel risk i\u015ftah\u0131n\u0131 destekledi\u011fi kaydedildi.<\/p>\n
Sterlin\/dolar paritesinin de zay\u0131flayan dolar\u0131n etkisiyle 1,34 seviyesine yakla\u015farak son iki haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. \u0130ngiltere Merkez Bankas\u0131 Ba\u015fkan\u0131 Andrew Bailey’nin ekonomide yava\u015flama sinyallerine ra\u011fmen kal\u0131c\u0131 enflasyon riskleri nedeniyle yak\u0131n d\u00f6nemde faiz indirimi beklenmemesi gerekti\u011fini vurgulad\u0131\u011f\u0131 belirtildi.<\/p>\n
Alt\u0131n piyasas\u0131na ili\u015fkin de\u011ferlendirmede, ABD’de beklentilerin alt\u0131nda kalan istihdam verisinin Fed’in faiz art\u0131r\u0131m\u0131 ihtimalini zay\u0131flatmas\u0131n\u0131n ard\u0131ndan ons alt\u0131n\u0131n 4.200 dolar seviyesine do\u011fru y\u00fckseldi\u011fi ifade edildi. Petrol fiyatlar\u0131ndaki gerileme, enflasyon endi\u015felerinin azalmas\u0131 ve ABD-\u0130ran g\u00f6r\u00fc\u015fmelerindeki ilerleme beklentisinin de alt\u0131n fiyatlar\u0131n\u0131 destekledi\u011fi aktar\u0131ld\u0131.<\/p>\n
G\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131n ise son g\u00fcnlerde g\u00f6rd\u00fc\u011f\u00fc yedi ay\u0131n en d\u00fc\u015f\u00fck seviyelerinin ard\u0131ndan 59 dolar\u0131n \u00fczerine y\u00fckseldi\u011fi belirtildi. Raporda, Fed Ba\u015fkan\u0131 Kevin Warsh’un faiz art\u0131r\u0131m\u0131 konusunda acil bir ihtiya\u00e7 bulunmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n ve ABD’de \u00f6zel sekt\u00f6r istihdam verilerinin zay\u0131f gelmesinin g\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131 destekledi\u011fi ifade edildi.<\/p>\n
Brent petrol\u00fcn ABD-\u0130ran g\u00f6r\u00fc\u015fmelerindeki ilerleme beklentisi ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki ticari ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n toparlanmas\u0131yla 72 dolar civar\u0131nda dengeli seyretti\u011fi belirtildi. Suudi Arabistan’\u0131n petrol ihracat\u0131n\u0131n sava\u015f \u00f6ncesi seviyelerin yakla\u015f\u0131k y\u00fczde 90’\u0131na ula\u015ft\u0131\u011f\u0131, Birle\u015fik Arap Emirlikleri’nin ihracat\u0131n\u0131n da normale yakla\u015ft\u0131\u011f\u0131 kaydedildi. Katar ve Pakistan’\u0131n arabuluculu\u011funda y\u00fcr\u00fct\u00fclen g\u00f6r\u00fc\u015fmeler sonras\u0131nda ABD Ba\u015fkan\u0131 Donald Trump’\u0131n m\u00fczakerelerin olumlu ilerledi\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n jeopolitik risk alg\u0131s\u0131n\u0131 azaltt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Ham petrol fiyatlar\u0131n\u0131n da benzer geli\u015fmelerin etkisiyle 69 dolar seviyelerinde yatay hareket etti\u011fi ifade edildi.<\/p>\n
Raporda ayr\u0131ca, Nasdaq 100 endeksinin teknoloji hisselerindeki sert sat\u0131\u015flar\u0131n etkisiyle per\u015fembe g\u00fcn\u00fc y\u00fczde 0,8 geriledi\u011fi belirtildi. Yapay zeka hisselerinde olu\u015fan y\u00fcksek de\u011ferlemelere y\u00f6nelik endi\u015felerin Micron, Applied Materials, AMD, SanDisk ve Marvell gibi \u00e7ip \u00fcreticilerinde sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Zay\u0131f istihdam verisinin Fed’in faiz art\u0131r\u0131m\u0131 beklentilerini azaltmas\u0131na ra\u011fmen teknoloji hisselerindeki k\u00e2r sat\u0131\u015flar\u0131n\u0131n Nasdaq \u00fczerindeki bask\u0131y\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Dow Jones endeksinin ise teknoloji hisselerindeki sat\u0131\u015flara ra\u011fmen geleneksel sekt\u00f6rlerdeki al\u0131mlar sayesinde pozitif ayr\u0131\u015ft\u0131\u011f\u0131 belirtildi. Endeksin 595 puan y\u00fckselerek yeni rekor seviyeye ula\u015ft\u0131\u011f\u0131, Apple, Visa ve Walmart hisselerindeki y\u00fckseli\u015flerin haftal\u0131k kazanc\u0131 yakla\u015f\u0131k y\u00fczde 1,8’e ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
\u00a0<\/p>\n
\u00a0<\/p>\n
\u00a0 <\/strong> \u0130stanbul, 3 Temmuz (Hibya) – Gedik Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 de\u011ferlendirmede Amerika Birle\u015fik Devleti (ABD)’de beklentilerin alt\u0131nda kalan istihdam verisinin Fed’in faiz art\u0131r\u0131m beklentilerini zay\u0131flatt\u0131\u011f\u0131n\u0131, bunun da teknoloji hisseleri, de\u011ferli metaller ve k\u00fcresel risk i\u015ftah\u0131n\u0131 destekledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":109045,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-109044","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/109044","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=109044"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/109044\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/109045"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=109044"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=109044"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=109044"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"