Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin de\u011ferlendirmesinde, k\u00fcresel risk i\u015ftah\u0131n\u0131n; ABD-\u00c7in hatt\u0131ndaki \u201cyumu\u015fama\u201d sinyallerinin deste\u011fi, Fed\u2019in bu hafta olas\u0131 25 bp indirimi beklentisi ve emtialarda alt\u0131n\u0131n rekor sonras\u0131 sindirme, petrol\u00fcn ise arz ba\u015fl\u0131kl\u0131 haberlerle dengelenme \u00e7abas\u0131 etraf\u0131nda \u015fekillendi\u011fi belirtildi. De\u011ferlendirmede ayr\u0131ca \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Wall Street d\u00fcn rekorlar\u0131 geni\u015fletti: S&P 500 6.875,16, Dow Jones 47.544,59 ve Nasdaq 23.637,46 puandan g\u00fcn\u00fc art\u0131da tamamlad\u0131; ralli, teknoloji bilan\u00e7olar\u0131 ve ticaret cephesindeki ilerleme umuduyla beslendi. Avrupa\u2019da Stoxx 600 de \u00fcst \u00fcste 3. g\u00fcnde rekor kapan\u0131\u015f yapt\u0131. Asya ise yeni g\u00fcne daha \u00f6l\u00e7\u00fcl\u00fc ba\u015flad\u0131; endeksler, mega-teknoloji bilan\u00e7olar\u0131 ve Fed karar\u0131na saat sayarken son g\u00fcnlerdeki h\u0131zl\u0131 kazan\u0131mlar\u0131 konsolide ediyor.<\/p>\n
ABD taraf\u0131nda fiyatlaman\u0131n omurgas\u0131n\u0131 iki ba\u015fl\u0131k tutuyor: bir yanda Fed\u2019in 28\u201329 Ekim toplant\u0131s\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131na ili\u015fkin beklentiler ve bilan\u00e7o ak\u0131\u015f\u0131; di\u011fer yanda ABD-\u00c7in m\u00fczakerelerindeki \u201c\u00e7er\u00e7eve anla\u015fma\u201d umutlar\u0131. Dolar endeksinde son 24 saatte s\u0131n\u0131rl\u0131 zay\u0131flama bu kombinasyona e\u015flik ederken, kapan\u0131\u015f rakamlar\u0131 rekor seviyeleri teyit ediyor.<\/p>\n
Asya-Pasifik bu sabah \u201cnefeslenme\u201d modunda. B\u00f6lge endeksleri son iki g\u00fcndeki g\u00fc\u00e7l\u00fc y\u00fckseli\u015flerin ard\u0131ndan yatay-negatif dar bantta dalgalan\u0131yor; MSCI APAC (Japonya hari\u00e7) s\u0131n\u0131rl\u0131 eksi-art\u0131 aral\u0131\u011f\u0131nda, Japonya ve Kore\u2019de rekorlara yak\u0131n seviyelerden k\u0131smi geri \u00e7ekilmeler g\u00f6r\u00fcl\u00fcyor. Piyasa dili, haftan\u0131n yo\u011fun verikarar takvimi ve mega-teknoloji bilan\u00e7olar\u0131na odakl\u0131.<\/p>\n
Emtialarda \u201cdenge aray\u0131\u015f\u0131\u201d temas\u0131 \u00f6ne \u00e7\u0131k\u0131yor. Alt\u0131n, Ekim ortas\u0131ndaki 4.179,48 dolar rekorunun ard\u0131ndan, ABD-\u00c7in cephesindeki ilerleme umuduyla g\u00fcvenli liman talebinin so\u011fumas\u0131 sonucu 4.000 dolar e\u015fi\u011fine yak\u0131n yatay-zay\u0131f bir seyirde; vadeli kontratlar da benzer ton veriyor. Petrol cephesinde, yapt\u0131r\u0131m haberlerinin yaratt\u0131\u011f\u0131 arz endi\u015fesi ile OPEC+\u2019\u0131n olas\u0131 \u00fcretim art\u0131\u015f\u0131 sinyalleri birbirini dengeledi; Brent 65,50 dolar civar\u0131nda yatay, WTI de benzer bantta. Bak\u0131r, maden taraf\u0131ndaki aksakl\u0131klar\u0131n destekledi\u011fi orta-vade s\u0131k\u0131l\u0131k anlat\u0131s\u0131yla y\u00fcksek platoda kal\u0131rken, 2026 g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin taze anketler 10.500 dolar\/ton civar\u0131 ortalama fiyat\u0131 i\u015faret ediyor.<\/p>\n
\u00d6zetle; rekorlar, yumu\u015fayan ticaret s\u00f6ylemi ve Fed haftas\u0131 yan yana ilerliyor. Hisse senetlerinde momentumu test edecek olan bug\u00fcn-yar\u0131nki bilan\u00e7olar ve FOMC karar\u0131 kadar, dolar endeksinin 99 e\u015fi\u011findeki davran\u0131\u015f\u0131 ve alt\u0131n\u0131n 4.000 dolar \u00e7evresindeki dengesi de FX-emtia taraf\u0131ndaki y\u00f6n duygusunu belirleyecek. Avrupa\u2019da rekor sonras\u0131 sindirme, Asya\u2019da temkinli konsolidasyon ve ABD\u2019de rekor kapan\u0131\u015flar\u0131n ard\u0131ndan \u201crehberlik-odakl\u0131\u201d bir seans perspektifi \u00f6ne \u00e7\u0131k\u0131yor.”<\/p>\n
<\/strong> \u0130stanbul, 28 Ekim (Hibya) \u2013 Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, emtialarda \u201cdenge aray\u0131\u015f\u0131\u201d temas\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":1161,"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-1160","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\/1160","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=1160"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/1160\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/1161"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=1160"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=1160"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=1160"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"