{"id":11592,"date":"2025-11-26T10:45:04","date_gmt":"2025-11-26T07:45:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/26\/gedik-yatirim-kuresel-piyasalarda-temkinli-iyimserlik-hakim"},"modified":"2025-11-26T10:45:04","modified_gmt":"2025-11-26T07:45:04","slug":"gedik-yatirim-kuresel-piyasalarda-temkinli-iyimserlik-hakim","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/26\/gedik-yatirim-kuresel-piyasalarda-temkinli-iyimserlik-hakim\/","title":{"rendered":"Gedik Yat\u0131r\u0131m: K\u00fcresel piyasalarda temkinli iyimserlik hakim"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda \u00e7ar\u015famba sabah\u0131 temkinli iyimserlik hakim olurken, ABD vadeli endekslerinin, teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde gelen \u00fc\u00e7 g\u00fcnl\u00fck rallinin ard\u0131ndan yatay seyretti\u011fi belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n<p>\u201cD\u00fcn Dow y\u00fczde 1,43, S&amp;P 500 y\u00fczde 0,91 ve Nasdaq y\u00fczde 0,67 y\u00fckselirken, Alphabet\u2019in Google\u2019\u0131n AI \u00e7iplerine y\u00f6nelik dev bir anla\u015fma ihtimaliyle rekor k\u0131rmas\u0131; Nvidia ve AMD\u2019nin ise rekabet haberleriyle gerilemesi sekt\u00f6re dair kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm yaratt\u0131. ABD\u2019de perakende sat\u0131\u015flar\u0131n zay\u0131f kalmas\u0131, ADP raporunun istihdam kayb\u0131na i\u015faret etmesi ve \u00dcFE\u2019nin y\u00fckselmesi ekonomik g\u00f6r\u00fcn\u00fcmde yava\u015flama ve fiyat bask\u0131s\u0131 aras\u0131nda kar\u0131\u015f\u0131k sinyaller \u00fcretirken, Fed\u2019in Aral\u0131k ay\u0131nda 25 baz puan faiz indirimi yapma ihtimali y\u00fczde 85\u2019e y\u00fckseldi.<\/p>\n<p>Zay\u0131f t\u00fcketici verileri ve Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in g\u00fcvercin bir ismin \u00f6ne \u00e7\u0131kmas\u0131 dolar\u0131n de\u011fer kaybetmesine yol a\u00e7arken; alt\u0131n faiz indirimi beklentisiyle 4.166 dolar seviyesine t\u0131rmand\u0131. MSCI K\u00fcresel Endeksi art arda d\u00f6rd\u00fcnc\u00fc g\u00fcn y\u00fckselirken, Asya borsalar\u0131 y\u00fczde 1,4 prim yapt\u0131 ve Avrupa vadelileri de pozitif a\u00e7\u0131l\u0131\u015fa i\u015faret etti.<\/p>\n<p>\u0130ngiltere\u2019de bug\u00fcn a\u00e7\u0131klanacak b\u00fct\u00e7e \u00f6ncesi sterlin g\u00fc\u00e7lenirken, Yeni Zelanda\u2019n\u0131n faiz indirimi ve G\u00fcney Kore\u2019nin kur m\u00fcdahale haz\u0131rl\u0131\u011f\u0131 Asya piyasalar\u0131nda \u00f6ne \u00e7\u0131kan geli\u015fmeler oldu. Enerji taraf\u0131nda petrol, Ukrayna\u2013Rusya bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinde ilerleme beklentisinin yaratt\u0131\u011f\u0131 arz art\u0131\u015f\u0131 endi\u015feleri nedeniyle bir ayl\u0131k dip seviyenin yak\u0131n\u0131nda yatay seyrederken, genel olarak piyasalarda y\u00f6n\u00fc belirleyecek ana unsurun yakla\u015fan Fed toplant\u0131s\u0131 ve gelecek veriler oldu\u011fu g\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>Avrupa borsalar\u0131 \u00e7ar\u015famba g\u00fcn\u00fcne y\u00fckseli\u015fle ba\u015flamaya haz\u0131rlan\u0131rken, zay\u0131f ABD ekonomik verilerinin Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimine gidece\u011fi beklentilerini g\u00fc\u00e7lendirmesi risk i\u015ftah\u0131n\u0131 destekledi. Ayr\u0131ca Beyaz Saray Ulusal Ekonomik Konsey Direkt\u00f6r\u00fc Kevin Hassett\u2019in piyasalar taraf\u0131ndan g\u00fcvercin olarak g\u00f6r\u00fclen bir isim bir sonraki Fed ba\u015fkan\u0131 i\u00e7in \u00f6ne \u00e7\u0131kan adaylardan biri oldu\u011funa dair haberler, k\u00fcresel piyasalarda faiz indirimine y\u00f6nelik iyimserli\u011fi art\u0131rd\u0131.<\/p>\n<p>Avrupa\u2019da g\u00fcndem \u0130ngiltere b\u00fct\u00e7esine \u00e7evrilirken, Maliye Bakan\u0131 Rachel Reeves\u2019in onlarca milyar sterlinlik yeni vergi art\u0131\u015flar\u0131n\u0131 a\u00e7\u0131klamas\u0131 bekleniyor; bunun yan\u0131 s\u0131ra Ukrayna lideri Zelenskiy\u2019nin ABD destekli bar\u0131\u015f plan\u0131n\u0131 ilerletmeye haz\u0131r olduklar\u0131n\u0131 s\u00f6ylemesi jeopolitik cephede dikkat \u00e7eken geli\u015fme oldu. Bu g\u00f6r\u00fcn\u00fcm alt\u0131nda Euro Stoxx 50 vadeli kontratlar\u0131 y\u00fczde 0,7, Stoxx 600 vadeli kontratlar\u0131 ise y\u00fczde 0,5 art\u0131da i\u015flem g\u00f6rd\u00fc.<\/p>\n<p>Yurt i\u00e7inde veri ak\u0131\u015f\u0131n\u0131n sakin seyretti\u011fi bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. ABD taraf\u0131nda \u00dcFE eyl\u00fcl ay\u0131nda ayl\u0131k y\u00fczde 0,3 ve y\u0131ll\u0131k y\u00fczde 2,7 ile beklentilere paralel olarak ger\u00e7ekle\u015firken, perakende sat\u0131\u015flar ise ayl\u0131k y\u00fczde 0,2 ve y\u0131ll\u0131k y\u00fczde 4,26 ile beklentilerin alt\u0131nda artt\u0131. ABD\u2019de t\u00fcketici g\u00fcven endeksi ise 88,7 beklentilerin alt\u0131nda kald\u0131. Verilerin fiyatlamalara etkisi olmad\u0131.<\/p>\n<p>Kurda d\u00fc\u015f\u00fck volatilitede yatay seyirler etkili oldu. Bug\u00fcn yurt i\u00e7erisinde \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmuyor. ABD\u2019de ise dayan\u0131kl\u0131 mal sipari\u015fleri, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ve FED\u2019in Bej Kitap raporu yay\u0131mlanacak. Son d\u00f6nemde FED \u00fcyelerinden gelen g\u00fcvercin a\u00e7\u0131klamalar sonras\u0131nda FED\u2019in aral\u0131k ay\u0131nda faiz indirim olas\u0131l\u0131\u011f\u0131 bu sabah itibariyle y\u00fczde 84,9 civar\u0131nda fiyatlan\u0131yor. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,46 civar\u0131nda yatay seyrediyor.\u201d<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 26 Kas\u0131m (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda \u00e7ar\u015famba sabah\u0131 temkinli iyimserlik hakim olurken, ABD vadeli endekslerinin, teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde gelen \u00fc\u00e7 g\u00fcnl\u00fck rallinin ard\u0131ndan yatay seyretti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":11593,"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-11592","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\/11592","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=11592"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/11592\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/11593"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=11592"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=11592"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=11592"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}