{"id":11492,"date":"2025-11-26T08:00:03","date_gmt":"2025-11-26T05:00:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/26\/alnus-yatirim-bist100un-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz"},"modified":"2025-11-26T08:00:03","modified_gmt":"2025-11-26T05:00:03","slug":"alnus-yatirim-bist100un-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/26\/alnus-yatirim-bist100un-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz\/","title":{"rendered":"Alnus Yat\u0131r\u0131m: B\u0130ST100\u2019\u00fcn g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda B\u0130ST100 endeksinin, d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcne; 40.21 puanl\u0131k y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131 belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n<p>\u201cG\u00fcn i\u00e7erisinde dalgal\u0131 bir seyir izleyen ulusal-100 endeksinde, seans\u0131n sonunu ise; kapan\u0131\u015fa do\u011fru bask\u0131n \u00e7\u0131kan geri \u00e7ekilmelerin etkisiyle, y\u00fczde 0,28 oran\u0131ndaki d\u00fc\u015f\u00fc\u015fle 10.857,17 puandan noktalad\u0131k. Endeksin i\u015flem hacmi ise; \u00f6nceki g\u00fcnk\u00fc 129,7 milyar TL d\u00fczeyinden 155,9 milyar TL\u2019ye y\u00fckseldi. Endekse puan baz\u0131nda en fazla negatif etki eden \u015firket hisseleri; 14,55 puan ile ASELS, 14,24 puan ile TUPRS ve 6,03 puan ile PASEU oldu.<\/p>\n<p>D\u00fcn, yurt i\u00e7i ekonomik takvimde; TCMB taraf\u0131ndan a\u00e7\u0131klanan Kas\u0131m ay\u0131n\u0131n Sekt\u00f6rel Enflasyon Beklentilerini takip ettik. 12 ay sonras\u0131 i\u00e7in, piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n enflasyon beklentisi; y\u00fczde 23,49 olurken, reel sekt\u00f6r ve hane halk\u0131 beklentileri ise; s\u0131ras\u0131yla y\u00fczde 35,70 ve y\u00fczde 54,24 olarak ger\u00e7ekle\u015fti.<\/p>\n<p>Di\u011fer yandan, 12 ayl\u0131k d\u00f6nemde enflasyonun d\u00fc\u015fece\u011fini bekleyen hanehalk\u0131 oran\u0131 y\u00fczde 24,83 d\u00fczeyinde yer ald\u0131. Konuya ili\u015fkin de\u011ferlendirmede bulunan Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek: hanehalk\u0131 ve reel sekt\u00f6r\u00fcn 12 ay sonras\u0131 enflasyon beklentilerinde Kas\u0131m ay\u0131nda gerileme g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc belirterek, dezenflasyon odakl\u0131 politikalar\u0131n kararl\u0131l\u0131kla uygulanmas\u0131yla birlikte beklentilerdeki iyile\u015fmenin g\u00fc\u00e7lenece\u011fini ve fiyatlama davran\u0131\u015flar\u0131ndaki kat\u0131l\u0131\u011f\u0131n azalaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fcklerini ifade etti.<\/p>\n<p>K\u00fcresel ekonomik takvimde ise dikkatler; ABD\u2019de Ekim ay\u0131 boyunca kapal\u0131 kalan federal h\u00fckumetten dolay\u0131 a\u00e7\u0131klanamayan Eyl\u00fcl ay\u0131n\u0131n \u00dcretici Fiyat Endeksi(\u00dcFE) Oranlar\u0131 ve Perakende Sat\u0131\u015flar datalar\u0131ndayd\u0131. Man\u015fet \u00dcFE verisi; ayl\u0131k ve y\u0131ll\u0131k bazda beklentilere paralel a\u00e7\u0131klan\u0131rken, \u00e7ekirdek \u00dcFE ise; ayl\u0131k ve y\u0131ll\u0131k olarak tahminlerin alt\u0131nda kalarak dezenflasyon s\u00fcrecine i\u015faret etti.<\/p>\n<p>\u00c7ekirdek verinin \u00f6ng\u00f6r\u00fclerle ayn\u0131 geldi\u011fi Perakende Sat\u0131\u015flar veri setinde ise; man\u015fet veri beklentileri kar\u015f\u0131layamad\u0131 ve \u00e7ekirdek \u00dcFE verisi ve ADP\u2019nin a\u00e7\u0131klad\u0131\u011f\u0131 8 Kas\u0131m haftas\u0131na ili\u015fkin istihdam datas\u0131ndaki daralma ile birlikte Fed\u2019in faiz indirim beklentisini art\u0131rd\u0131. Akabinde takip edilen Kas\u0131m ay\u0131na ili\u015fkin Conference Board T\u00fcketici G\u00fcveni; son 7 ay\u0131n en d\u00fc\u015f\u00fck seviyesinde gelirken, g\u00fcn\u00fcn son datas\u0131 olan ABD\u2019nin Ekim ay\u0131 B\u00fct\u00e7e Dengesi ise; 284 Milyar Dolarl\u0131k a\u00e7\u0131\u011fa i\u015faret etti.<\/p>\n<p>Global haber ak\u0131\u015flar\u0131nda; Rusya-Ukrayna sava\u015f\u0131nda bar\u0131\u015f sa\u011flanmas\u0131na y\u00f6nelik geli\u015fmeler g\u00fcndemde kalmaya devam ederken, Beyaz Saray S\u00f6zc\u00fcs\u00fc Karoline Leavitt: ABD ve Ukrayna heyetleri aras\u0131nda ger\u00e7ekle\u015fen m\u00fczakerelerin \u201c\u00e7ok verimli\u201d ge\u00e7ti\u011fini ve yaln\u0131zca birka\u00e7 anla\u015fmazl\u0131k noktas\u0131 bulundu\u011funu a\u00e7\u0131klad\u0131. ABD medyas\u0131nda yer alan haberlerde: Ukrayna heyetinin anla\u015fmay\u0131 kabul etti\u011finden bahsedilmesi dikkat \u00e7ekerken, ABD Ba\u015fkan\u0131 Donald Trump: Ukrayna ile anla\u015fmaya yakla\u015ft\u0131klar\u0131n\u0131, fakat s\u00fcrecin karma\u015f\u0131k olmas\u0131ndan dolay\u0131 h\u0131zl\u0131 ilerleme sa\u011flanamad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n<p>Rusya taraf\u0131 ise: m\u00fczakereye a\u00e7\u0131k olduklar\u0131n\u0131 belirtirken, ABD\u2019nin revize edilmi\u015f plan\u0131n\u0131n resmi h\u00e2linin hen\u00fcz kendileriyle payla\u015f\u0131lmad\u0131\u011f\u0131n\u0131 bildirdi. Di\u011fer taraftan, ge\u00e7ti\u011fimiz g\u00fcnlerde Notam yay\u0131mlayan ABD ile Venezuela aras\u0131nda s\u00fcregelen diplomatik gerilim de, d\u00fcnk\u00fc g\u00fcndem maddelerinden birisiydi.<\/p>\n<p>Yeni g\u00fcnde \u015fu an; ABD ve Avrupa\u2019n\u0131n vadeli endeksleri ile Asya borsalar\u0131 b\u00fcy\u00fck oranda pozitif bir seyir izliyor. B\u0130ST-100 endeksinin de, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde \u00f6nemli bir makro veri ak\u0131\u015f\u0131 bulunmazken, ak\u015fam saatlerinde(21:00) TCMB Ba\u015fkan\u0131 Dr. Fatih Karahan\u2019\u0131n, Para Politikas\u0131 ve Ekonomik G\u00f6r\u00fcn\u00fcm de\u011ferlendirmesi takip edilecek.<\/p>\n<p>K\u00fcresel ekonomik takvimde ise dikkatler; ABD taraf\u0131nda Fed politikalar\u0131n\u0131 etkileyebilecek nitelikte olan ve gecikmeli olarak a\u00e7\u0131klanacak Eyl\u00fcl ay\u0131 Dayan\u0131kl\u0131 Mal Sipari\u015fleri, Mal Ticaret Dengesi, Ki\u015fisel T\u00fcketim Harcamalar\u0131, Yeni Konut Sat\u0131\u015flar\u0131 verileri ile 3. \u00e7eyrek i\u00e7in a\u00e7\u0131klanacak GSYH de\u011fi\u015fimi, Ki\u015fisel T\u00fcketim Harcamalar\u0131 datalar\u0131 ve haftal\u0131k olarak gelecek \u0130\u015fsizlik Maa\u015f\u0131 Ba\u015fvurular\u0131 datalar\u0131n\u0131 izleyece\u011fiz. Ayr\u0131ca Rusya-Ukrayna bar\u0131\u015f plan\u0131na y\u00f6nelik geli\u015fmeler ve ticaret sava\u015flar\u0131 gibi k\u00fcresel ekonomi a\u00e7\u0131s\u0131ndan \u00f6nemli olan g\u00fcndem maddeleri de yak\u0131ndan izlenecek.\u201d<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 26 Kas\u0131m (Hibya) \u2013  Alnus Yat\u0131r\u0131m, B\u0130ST100 endeksinin, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini a\u00e7\u0131klad\u0131. <\/p>\n","protected":false},"author":1,"featured_media":11493,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-11492","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11492","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=11492"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11492\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/11493"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=11492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=11492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=11492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}