Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e\u2019nin raporunda haftan\u0131n ortas\u0131na gelindi\u011finde k\u00fcresel tablonun sabah saatlerinde risk i\u015ftah\u0131n\u0131n toparland\u0131\u011f\u0131 bir zemini i\u015faret etti\u011fi belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201cWall Street\u2019te d\u00fcn faiz indirimi beklentilerinin g\u00fc\u00e7lenmesiyle endeksler y\u00fckseldi; Dow Jones yakla\u015f\u0131k y\u00fczde 1,4, S&P 500 y\u00fczde 0,9 ve Nasdaq y\u00fczde 0,7 art\u0131\u015f kaydederken k\u00fc\u00e7\u00fck \u00f6l\u00e7ekli hisselerdeki (Russell 2000) g\u00fc\u00e7l\u00fc performans, \u201cdaha erken ve daha fazla gev\u015feme\u201d fiyatlamas\u0131n\u0131n geni\u015f tabana yay\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Zay\u0131f gelen baz\u0131 makro g\u00f6stergelerin yaratt\u0131\u011f\u0131 \u201cAral\u0131k indirimi\u201d ihtimali, kapan\u0131\u015f sonras\u0131 vadeli fiyatlamalarda da olumlu tonun korunmas\u0131n\u0131 sa\u011flad\u0131. Bu sabah Asya endeksleri de Wall Street\u2019e e\u015flik ederek y\u00fckseli\u015fte; risk primindeki gerileme, tatil haftas\u0131 likiditesi d\u00fc\u015f\u00fck seyrederken oynakl\u0131\u011f\u0131 s\u0131n\u0131rl\u0131yor.<\/p>\n
Wall Street kapan\u0131\u015f ayr\u0131nt\u0131lar\u0131nda \u201cfaize duyarl\u0131\u201d temalar \u00f6ne \u00e7\u0131kt\u0131. Perakende hisseleri bilan\u00e7o s\u00fcrprizleriyle ve t\u00fcketim verilerindeki yumu\u015famayla toparlan\u0131rken, ileti\u015fim hizmetleri ve se\u00e7ili mega-kap teknoloji hisseleri de g\u00fcn\u00fcn kazan\u0131mlar\u0131na katk\u0131da bulundu. Piyasa anlat\u0131s\u0131, \u00f6n\u00fcm\u00fczdeki toplant\u0131da Fed\u2019den 25 baz puanl\u0131k indirimin ihtimalinin y\u00fckseldi\u011fi y\u00f6n\u00fcnde \u015fekillenirken, endeks vadelileri Asya saatlerinde pozitif b\u00f6lgede tutundu.<\/p>\n
Avrupa cephesinde d\u00fcn Stoxx 600, ABD\u2019de artan indirim olas\u0131l\u0131klar\u0131n\u0131n ve Ukrayna-Rusya hatt\u0131ndaki ate\u015fkes\/\u00e7er\u00e7eve haber ak\u0131\u015f\u0131n\u0131n deste\u011fiyle y\u00fczde 0,9 y\u00fckselerek g\u00fcn\u00fc art\u0131da tamamlad\u0131; DAX ve CAC de benzer \u00f6l\u00e7\u00fcde prim yapt\u0131. A\u00e7\u0131l\u0131\u015f \u00f6ncesi ak\u0131\u015f, ABD kaynakl\u0131 iyimserli\u011fin Avrupa\u2019ya ta\u015f\u0131nd\u0131\u011f\u0131 ve g\u00fcn i\u00e7i y\u00f6n\u00fcn yine veri ve haber ak\u0131\u015f\u0131nca belirlenece\u011fi bir seans\u0131 i\u015faret ediyor.<\/p>\n
Asya-Pasifik piyasalar\u0131nda sabah resmi, ABD\u2019de zay\u0131f verilerin tetikledi\u011fi \u201cAral\u0131k indirimi\u201d beklentileriyle g\u00fc\u00e7lenen bir ralliye i\u015faret ediyor. MSCI Asya (Japonya hari\u00e7) endeksi art\u0131da; b\u00f6lge genelinde teknoloji a\u011f\u0131rl\u0131kl\u0131 sepetler ve d\u00f6ng\u00fcseller e\u015f zamanl\u0131 al\u0131m g\u00f6r\u00fcrken, spot alt\u0131n ve kripto varl\u0131klardaki y\u00fckseli\u015f de risk dengelerini destekliyor. B\u00f6lge g\u00fcndeminde Japon 40 y\u0131l vadeli tahvil ihalesi ve BOJ politikas\u0131 beklentileri izlenirken, genel e\u011filim hisse senetleri lehine.<\/p>\n
D\u00f6viz ve tahvil piyasalar\u0131nda dolar endeksi 100 e\u015fi\u011fine yak\u0131n zay\u0131f-dengeli bir seyir izlerken, Fed \u00fcyelerinden gelen g\u00f6rece \u201cg\u00fcvercin\u201d mesajlar ve verilerdeki yumu\u015fama DXY \u00fczerinde bask\u0131 yaratmay\u0131 s\u00fcrd\u00fcr\u00fcyor. ABD 10 y\u0131ll\u0131k tahvil getirisi, d\u00fcn veri y\u0131\u011f\u0131n\u0131 sonras\u0131 y\u00fczde 4 seviyesinin hemen \u00fczerine \u00e7ekildi; piyasa Aral\u0131k toplant\u0131s\u0131nda 25 baz puan indirim i\u00e7in y\u00fczde 80\u2019in \u00fczerinde olas\u0131l\u0131k fiyatl\u0131yor. Yen halen m\u00fcdahale e\u015fi\u011fi tart\u0131\u015fmalar\u0131na a\u00e7\u0131k; buna kar\u015f\u0131n dolar kar\u015f\u0131s\u0131nda genel e\u011filim, dolar endeksindeki yumu\u015famayla s\u0131n\u0131rl\u0131 zay\u0131fl\u0131k.<\/p>\n
Emtia taraf\u0131nda alt\u0131n, dolar\u0131n gerilemesi ve indirim beklentilerinin g\u00fc\u00e7lenmesiyle iki haftaya yak\u0131n s\u00fcren zirvelerine yak\u0131n seyrediyor; Asya i\u015flemlerinde 4.16 bin dolar\/ons e\u015fi\u011fine kadar y\u00fckseli\u015fin ard\u0131ndan kazan\u0131mlar\u0131n\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde korudu. Petrol, bir aydan uzun s\u00fcrenin en d\u00fc\u015f\u00fck seviyeleri yak\u0131n\u0131ndan k\u0131sa vadeli al\u0131mlarla toparlanma deniyor; Brent sabah saatlerinde ~62,8 dolar\/varil, WTI ~58,2 dolar\/varil seviyelerinde. Bak\u0131r, son haftalarda tedarik kesintileri ve 2026\u2019ya d\u00f6n\u00fck arz a\u00e7\u0131\u011f\u0131 beklentileriyle y\u00fcksek plato \u00fczerinde fiyatlanmay\u0131 s\u00fcrd\u00fcr\u00fcrken, konsensus 2026 ortalamas\u0131nda 10.500 $\/ton civar\u0131 bir seviye \u00f6ng\u00f6r\u00fcyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 26 Kas\u0131m (Hibya) \u2013 Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, haftan\u0131n ortas\u0131na gelindi\u011finde k\u00fcresel tablonun sabah saatlerinde risk i\u015ftah\u0131n\u0131n toparland\u0131\u011f\u0131 bir zemini i\u015faret etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":11515,"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-11514","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\/11514","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=11514"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11514\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/11515"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=11514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=11514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=11514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"