Gedik Yat\u0131r\u0131m'\u0131n raporuna g\u00f6re k\u00fcresel piyasalar haftan\u0131n ikinci i\u015flem g\u00fcn\u00fcnde temkinli bir seyir izliyor.<\/p>\n
“ABD ve \u00c7in\u2019in nadir toprak elementleri, soya fasulyesi al\u0131mlar\u0131 ve TikTok\u2019un d\u00fczenlenmesine ili\u015fkin ba\u015fl\u0131klar\u0131 kapsayan bir ticaret anla\u015fmas\u0131 \u00e7er\u00e7evesinde uzla\u015fmaya varmas\u0131, son d\u00f6nemde artan belirsizlikleri k\u0131smen azaltarak risk i\u015ftah\u0131n\u0131 destekledi.” ifadeleri kullan\u0131lan raporda \u015funlar kaydedildi:<\/p>\n
“Ancak yat\u0131r\u0131mc\u0131lar, bu geli\u015fmelere ra\u011fmen Fed\u2019in yar\u0131nki faiz karar\u0131 \u00f6ncesinde temkinli pozisyonlar\u0131n\u0131 koruyor. Dolar endeksi 98,6 seviyesine gerileyerek son bir haftan\u0131n en d\u00fc\u015f\u00fck d\u00fczeyine inerken, g\u00fcvenli liman talebinin azalmas\u0131yla alt\u0131n fiyatlar\u0131 ons ba\u015f\u0131na 3.960 dolara kadar d\u00fc\u015ft\u00fc. Buna kar\u015f\u0131l\u0131k, zay\u0131flayan dolar\u0131n etkisiyle kay\u0131plar s\u0131n\u0131rl\u0131 kald\u0131. ABD 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 3,98 seviyesinde dengelendi.<\/p>\n
Piyasalar, Fed\u2019in 25 baz puanl\u0131k faiz indirimi yapaca\u011f\u0131na kesin g\u00f6z\u00fcyle bakarken, as\u0131l odak noktas\u0131n\u0131 Aral\u0131k ay\u0131nda gelebilecek olas\u0131 bir ek indirim sinyaline \u00e7evirmi\u015f durumda. Ayr\u0131ca, merkez bankas\u0131n\u0131n niceliksel s\u0131k\u0131la\u015ft\u0131rmay\u0131 (QT) yava\u015flatabilece\u011fine dair beklentiler de art\u0131yor.<\/p>\n
ABD borsalar\u0131nda ise ticaret anla\u015fmas\u0131 iyimserli\u011fi ve g\u00fc\u00e7l\u00fc kurumsal haber ak\u0131\u015f\u0131yla yeni rekor seviyeler g\u00f6r\u00fcld\u00fc. S&P 500 endeksi y\u00fczde 1,3, Nasdaq y\u00fczde 1,9, Dow Jones ise 350 puan y\u00fckseldi. \u00d6zellikle yar\u0131 iletken sekt\u00f6r\u00fc \u00f6nc\u00fcl\u00fck etti; Qualcomm\u2019un veri merkezlerine y\u00f6nelik yeni AI i\u015flemcilerini tan\u0131tmas\u0131n\u0131n ard\u0131ndan hisseleri y\u00fczde 9,5 artt\u0131. Nvidia ve Broadcom s\u0131ras\u0131yla y\u00fczde 2,1 ve y\u00fczde 2,4 y\u00fckselirken, Tesla y\u00fczde 4,2, Apple ise y\u00fczde 1,3 prim yapt\u0131.<\/p>\n
Yat\u0131r\u0131mc\u0131lar hafta genelinde, Alphabet, Amazon, Apple, Meta ve Microsoft gibi dev teknoloji \u015firketlerinin bilan\u00e7o sonu\u00e7lar\u0131n\u0131 beklerken, hem bu verilerin hem de Fed karar\u0131n\u0131n k\u00fcresel piyasa y\u00f6n\u00fc \u00fczerinde belirleyici olaca\u011f\u0131 de\u011ferlendiriliyor. Genel tablo, k\u0131sa vadede risk i\u015ftah\u0131n\u0131n s\u0131n\u0131rl\u0131 bir iyile\u015fme g\u00f6sterdi\u011fi ancak temkinli tonun korundu\u011fu y\u00f6n\u00fcnde.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa borsalar\u0131, haftaya g\u00fc\u00e7l\u00fc y\u00fckseli\u015flerle ba\u015flad\u0131ktan sonra Sal\u0131 g\u00fcn\u00fc a\u00e7\u0131l\u0131\u015fta hafif sat\u0131c\u0131l\u0131 bir seyir izlemeye haz\u0131rlan\u0131yor. Yat\u0131r\u0131mc\u0131lar, ABD ve \u00c7in aras\u0131nda imzalanmas\u0131 beklenen ticaret anla\u015fmas\u0131, b\u00fcy\u00fck teknoloji \u015firketlerinin a\u00e7\u0131klayaca\u011f\u0131 \u00e7eyrek d\u00f6nem bilan\u00e7olar\u0131 ve bu hafta sonu\u00e7lanacak \u00f6nemli merkez bankas\u0131 kararlar\u0131 \u00f6ncesinde temkinli bir duru\u015f sergiliyor. B\u00f6lge genelinde yeni ara\u00e7 kay\u0131t verileri ve Almanya\u2019n\u0131n t\u00fcketici g\u00fcveni endeksi g\u00fcndemin \u00f6ne \u00e7\u0131kan ekonomik verileri aras\u0131nda yer al\u0131yor. \u015eirket taraf\u0131nda ise HSBC\u2019nin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte beklentilerin \u00fczerinde gelir a\u00e7\u0131klamas\u0131 dikkat \u00e7ekti; banka servet y\u00f6netimi birimindeki g\u00fc\u00e7l\u00fc performansla \u00f6ne \u00e7\u0131karken, Bernard Madoff doland\u0131r\u0131c\u0131l\u0131\u011f\u0131yla ba\u011flant\u0131l\u0131 olarak 1,1 milyar dolarl\u0131k kar\u015f\u0131l\u0131k ay\u0131rd\u0131\u011f\u0131n\u0131 bildirdi. Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 endeksleri y\u00fczde 0,2 civar\u0131nda d\u00fc\u015f\u00fc\u015fle i\u015flem g\u00f6r\u00fcyor. Genel olarak, Avrupa piyasalar\u0131nda g\u00fc\u00e7l\u00fc rallinin ard\u0131ndan k\u00e2r realizasyonu ve temkinli fiyatlama \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
T\u00fcrkiye<\/p>\n
Yurt i\u00e7erisinde mevsimsel etkiden ar\u0131nd\u0131r\u0131lm\u0131\u015f reel kesim g\u00fcven endeksi ekim ay\u0131nda 1,2 puanl\u0131k art\u0131\u015fla 102,00 seviyesine y\u00fckseldi. Mevsimsel etkiden ar\u0131nd\u0131r\u0131lm\u0131\u015f imalat sekt\u00f6r\u00fc kapasite kullan\u0131m oran\u0131 ise 0,2 puanl\u0131k art\u0131\u015fla y\u00fczde 74,0 d\u00fczeyine \u00e7\u0131kt\u0131. Yurt i\u00e7erisindeki Finansal \u0130stikrar Komitesi Toplant\u0131s\u0131 d\u00fcn ger\u00e7ekle\u015firken, t\u00fcketici kredileri ve kredi kartlar\u0131ndaki yap\u0131land\u0131rmalara y\u00f6nelik bug\u00fcne kadar at\u0131lan ad\u0131mlar\u0131n de\u011ferlendirildi\u011fi ve de \u00f6n\u00fcm\u00fczdeki d\u00f6nem at\u0131labilecek ad\u0131mlar\u0131n ele al\u0131nd\u0131\u011f\u0131 bildirildi. ABD taraf\u0131nda ise veri ak\u0131\u015f\u0131 sakin seyretti. Verilerin fiyatlamalara etkisi s\u0131n\u0131rl\u0131 kald\u0131. Bug\u00fcn yurt i\u00e7erisinde \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmuyor. ABD taraf\u0131nda ise t\u00fcketici g\u00fcven endeksi izlenecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 41,96 civar\u0131nda bulunuyor. Dolar endeksi ise 98,57 civar\u0131nda seyrediyor.”<\/p>\n
<\/strong> \u0130stanbul, 28 Ekim (Hibya)- Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n haftan\u0131n ikinci i\u015flem g\u00fcn\u00fcnde temkinli bir seyir izliyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":1199,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-1198","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/1198","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=1198"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/1198\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/1199"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=1198"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=1198"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=1198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"