\u015eirketin g\u00fcnl\u00fck analizinde, BIST 100 endeksinin g\u00fcn\u00fc yatay pozitif g\u00f6r\u00fcn\u00fcmle tamamlad\u0131\u011f\u0131 belirtilerek, yat\u0131r\u0131mc\u0131lar\u0131n yeni makroekonomik veriler, TCMB\u2019nin olas\u0131 faiz indirimi s\u00fcreci ile NATO Zirvesi ve k\u00fcresel geli\u015fmeler \u00f6ncesinde bekle-g\u00f6r yakla\u015f\u0131m\u0131n\u0131 benimsedi\u011fi ifade edildi.<\/p>\n
Analizde, Avrupa piyasalar\u0131nda STOXX Europe 600 Endeksi\u2019nin g\u00fcn i\u00e7erisinde tarihi zirvesini g\u00f6rmesine kar\u015f\u0131n k\u00e2r realizasyonlar\u0131yla g\u00fcn\u00fc ekside kapatt\u0131\u011f\u0131, Almanya\u2019da ise may\u0131s ay\u0131 fabrika sipari\u015flerinin beklentilerin \u00fczerinde art\u0131\u015f g\u00f6stermesiyle DAX Endeksi\u2019nin rekor seviyede kapan\u0131\u015f yapt\u0131\u011f\u0131 belirtildi. Euro B\u00f6lgesi\u2019nde perakende sat\u0131\u015flar\u0131n da art\u0131\u015f kaydetti\u011fi hat\u0131rlat\u0131larak sanayi taraf\u0131nda toparlanma sinyalleri g\u00f6r\u00fclse de t\u00fcketim taraf\u0131ndaki g\u00f6r\u00fcn\u00fcm\u00fcn zay\u0131f kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
ABD taraf\u0131nda teknoloji hisseleri ile yapay zek\u00e2 temal\u0131 \u015firketlerin y\u00fckseli\u015fe \u00f6nc\u00fcl\u00fck etti\u011fi belirtilen analizde, ISM Hizmet Sat\u0131n Alma Y\u00f6neticileri Endeksi\u2019nin (PMI) b\u00fcy\u00fcme b\u00f6lgesinde kalmay\u0131 s\u00fcrd\u00fcrmesine ra\u011fmen \u00f6nceki aya g\u00f6re ivme kaybetti\u011fi ifade edildi. Hizmet sekt\u00f6r\u00fcnde istihdam g\u00f6stergesindeki toparlanman\u0131n ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) h\u0131zl\u0131 faiz indirimi beklentilerini s\u0131n\u0131rlad\u0131\u011f\u0131, buna kar\u015f\u0131n fiyat bask\u0131lar\u0131ndaki yava\u015flaman\u0131n \u201cyumu\u015fak ini\u015f\u201d senaryosunu destekledi\u011fi de\u011ferlendirildi.<\/p>\n
Analizde, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,48 seviyesinde dengelendi\u011fi, dolar endeksinin g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc korudu\u011fu, bunun etkisiyle alt\u0131n fiyatlar\u0131n\u0131n s\u0131n\u0131rl\u0131 geriledi\u011fi belirtildi. OPEC+ grubunun \u00fcretim art\u0131\u015f\u0131 beklentilerinin etkisiyle Brent petrol\u00fcn ise 72 dolar seviyesinde dengelendi\u011fi kaydedildi.<\/p>\n
Yurt i\u00e7inde ise piyasalar\u0131n oda\u011f\u0131nda TCMB\u2019nin para politikas\u0131 beklentilerinin bulundu\u011fu belirtilen analizde, haziran ay\u0131 enflasyon verisinin ard\u0131ndan faiz indirimi beklentilerinin g\u00fc\u00e7lendi\u011fi ancak Merkez Bankas\u0131\u2019ndan gelecek yeni y\u00f6nlendirmeler g\u00f6r\u00fclmeden bu beklentilerin kesinle\u015fmi\u015f bir senaryo olarak de\u011ferlendirilmemesi gerekti\u011fi ifade edildi. Borsa \u0130stanbul\u2019da g\u00fc\u00e7l\u00fc y\u00fckseli\u015flerin devam\u0131 i\u00e7in yabanc\u0131 yat\u0131r\u0131mc\u0131 ilgisinin s\u00fcrmesi ve bankac\u0131l\u0131k hisselerinde daha belirgin al\u0131m i\u015ftah\u0131n\u0131n olu\u015fmas\u0131n\u0131n \u00f6nemine dikkat \u00e7ekildi.<\/p>\n
A1 Capital analizinde, MSCI\u2019\u0131n T\u00fcrkiye piyasalar\u0131na ili\u015fkin yat\u0131r\u0131m yap\u0131labilirlik de\u011ferlendirmelerini vaka baz\u0131nda s\u00fcrd\u00fcrece\u011fini a\u00e7\u0131klamas\u0131, NATO Genel Sekreteri Mark Rutte\u2019nin T\u00fcrkiye\u2019nin ittifak i\u00e7indeki rol\u00fcne ili\u015fkin a\u00e7\u0131klamalar\u0131 ile ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n T\u00fcrkiye\u2019nin F-35 program\u0131na yeniden dahil edilmesine y\u00f6nelik haber ak\u0131\u015f\u0131n\u0131n da yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde yer ald\u0131\u011f\u0131 belirtildi.<\/p>\n
Analizde ayr\u0131ca Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller\u2019\u0131n para politikas\u0131nda s\u00f6zl\u00fc y\u00f6nlendirmenin \u00f6nemine ili\u015fkin de\u011ferlendirmelerine, Avrupa Merkez Bankas\u0131 (ECB) yetkililerinin enerji fiyatlar\u0131 ve enflasyona ili\u015fkin a\u00e7\u0131klamalar\u0131na ve D\u00fcnya Bankas\u0131\u2019n\u0131n \u00c7in ekonomisine y\u00f6nelik b\u00fcy\u00fcme tahminlerine de yer verildi.<\/p>\n
\u015eirket haberleri b\u00f6l\u00fcm\u00fcnde ise Agesa\u2019n\u0131n y\u0131l\u0131n ilk yar\u0131s\u0131nda prim \u00fcretimini ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 48 art\u0131rd\u0131\u011f\u0131, \u00c7imsa\u2019n\u0131n Eski\u015fehir Fabrikas\u0131\u2019ndaki at\u0131k \u0131s\u0131dan elektrik \u00fcretim tesisini devreye ald\u0131\u011f\u0131, Empa Elektronik\u2019in Birle\u015fik Arap Emirlikleri\u2019nde yeni \u015firket kurdu\u011fu, T\u00fcrk \u0130la\u00e7\u2019\u0131n 236,5 milyon liral\u0131k Sa\u011fl\u0131k Market ihalesini kazand\u0131\u011f\u0131, Y\u00fcnsa\u2019n\u0131n yakla\u015f\u0131k 6,5 milyon avroluk yat\u0131r\u0131m karar\u0131 ald\u0131\u011f\u0131, RGYAS\u2019\u0131n y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131n\u0131 kolayla\u015ft\u0131r\u0131lm\u0131\u015f usulle devralmak \u00fczere SPK\u2019ya ba\u015fvurdu\u011fu ve \u00e7e\u015fitli \u015firketlerde sermaye art\u0131r\u0131m\u0131, birle\u015fme, yeniden yap\u0131land\u0131rma ve pay al\u0131m-sat\u0131m i\u015flemlerine ili\u015fkin Kamuyu Ayd\u0131nlatma Platformu (KAP) a\u00e7\u0131klamalar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 7 Temmuz (Hibya)- A1 Capital, k\u00fcresel piyasalarda teknoloji hisselerinin iyimserli\u011fi desteklemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc, Avrupa piyasalar\u0131nda rekor seviyelerin ard\u0131ndan k\u00e2r sat\u0131\u015flar\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc, yurt i\u00e7inde ise yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) faiz patikas\u0131na ili\u015fkin beklentiler ve Ankara\u2019da d\u00fczenlenecek NATO Zirvesi \u00f6ncesinde temkinli hareket etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":110585,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-110584","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/110584","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=110584"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/110584\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/110585"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=110584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=110584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=110584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"