Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda bug\u00fcn hakim teman\u0131n, Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimine gidece\u011fine dair beklentilerin h\u0131zla g\u00fc\u00e7lenmesi oldu\u011fu belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201cMSCI D\u00fcnya Endeksi art arda be\u015finci g\u00fcnde y\u00fckselerek Kas\u0131m ay\u0131ndaki kayb\u0131n\u0131 neredeyse sildi. Asya borsalar\u0131 da benzer \u015fekilde kay\u0131plar\u0131n\u0131 daraltt\u0131. Para piyasalar\u0131nda Aral\u0131k toplant\u0131s\u0131nda 25 bp faiz indirimi olas\u0131l\u0131\u011f\u0131 y\u00fczde 80\u2019in \u00fczerine \u00e7\u0131karken, 2026 sonuna kadar d\u00f6rt kesinti fiyatlan\u0131yor.<\/p>\n
Bu iyimserlik, yapay zeka hisselerinde ay ba\u015f\u0131nda g\u00f6r\u00fclen sert sat\u0131\u015flar\u0131n yaratt\u0131\u011f\u0131 bask\u0131y\u0131 hafifletti. ABD\u2019de yay\u0131mlanan Bej Kitap istihdam\u0131n hafif geriledi\u011fini, harcaman\u0131n zay\u0131flad\u0131\u011f\u0131n\u0131 ve fiyat art\u0131\u015flar\u0131n\u0131n \u0131l\u0131ml\u0131 seyretti\u011fini g\u00f6sterirken, beklentileri a\u015fan i\u015fsizlik ba\u015fvurular\u0131 ekonomiye ili\u015fkin kar\u0131\u015f\u0131k sinyaller verdi ancak Fed\u2019in indirim patikas\u0131n\u0131 bozacak nitelikte g\u00f6r\u00fclmedi.<\/p>\n
Piyasalar ayr\u0131ca Beyaz Saray\u2019\u0131n yeni Fed ba\u015fkan\u0131 olarak Kevin Hassett\u2019i de\u011ferlendirmesini, Trump y\u00f6netiminin daha d\u00fc\u015f\u00fck faiz iste\u011fiyle uyumlu bir geli\u015fme olarak fiyatlad\u0131. Dolar endeksi \u00fc\u00e7\u00fcnc\u00fc g\u00fcnde de gerilerken kripto piyasas\u0131nda Bitcoin 91 bin dolar\u0131n \u00fczerinde i\u015flem g\u00f6rd\u00fc. \u00c7in taraf\u0131nda ise \u00c7in\u2019in en b\u00fcy\u00fck gayrimenkul \u015firketlerinden olan Vanke\u2019nin yerel tahvil geri \u00f6demelerini erteleme talebi, emlak sekt\u00f6r\u00fcnde yeniden stres yaratarak di\u011fer gayrimenkul \u015firketlerinin tahvillerine de sat\u0131\u015f getirdi.<\/p>\n
Hisse taraf\u0131nda ABD\u2019de Nasdaq ve S&P 500 d\u00fcnk\u00fc i\u015flemlerde yakla\u015f\u0131k y\u00fczde 1 y\u00fckselirken Oracle, Microsoft ve Nvidia \u00f6nc\u00fcl\u00fc\u011f\u00fcnde yapay zeka rallisi yeniden g\u00fc\u00e7 kazand\u0131; Deere & Co zay\u0131f bilan\u00e7o g\u00f6r\u00fcn\u00fcm\u00fc nedeniyle sert bir d\u00fc\u015f\u00fc\u015f kaydetti. Emtia cephesinde petrol fiyatlar\u0131, Rusya\u2013Ukrayna sava\u015f\u0131na y\u00f6nelik diplomatik giri\u015fimler ve hafta sonu yap\u0131lacak OPEC+ toplant\u0131s\u0131 \u00f6ncesi hafif sat\u0131c\u0131l\u0131 seyrederken, ABD piyasalar\u0131 bug\u00fcn \u015e\u00fckran G\u00fcn\u00fc nedeniyle kapal\u0131 olacak.<\/p>\n
Avrupa borsalar\u0131 kazan\u0131mlar\u0131n\u0131 haftan\u0131n d\u00f6rd\u00fcnc\u00fc g\u00fcn\u00fcne ta\u015f\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimlerine gidebilece\u011fi y\u00f6n\u00fcndeki g\u00fc\u00e7l\u00fc beklentiler yer al\u0131yor. Piyasalarda bir hafta \u00f6nce yaln\u0131zca y\u00fczde 30 olan 25 baz puanl\u0131k Aral\u0131k indirimi ihtimali bug\u00fcn y\u00fczde 85\u2019e kadar y\u00fckselmi\u015f durumda ve fiyatlamalar 2026 sonuna kadar \u00fc\u00e7 ek indirim daha i\u00e7eriyor.<\/p>\n
Bu k\u00fcresel destekleyici para politikas\u0131 beklentisi Avrupa\u2019da risk i\u015ftah\u0131n\u0131 art\u0131r\u0131rken, b\u00f6lge yat\u0131r\u0131mc\u0131lar\u0131 bug\u00fcn a\u00e7\u0131klanacak yo\u011fun veri takvimine odaklanacak. Euro B\u00f6lgesi\u2019nde t\u00fcketici ve i\u015f d\u00fcnyas\u0131 g\u00fcven endeksleri, enflasyon beklentileri ve kredi b\u00fcy\u00fcmesi verileri yak\u0131ndan takip edilecek. \u00d6n piyasa i\u015flemlerinde Euro Stoxx 50 ve Stoxx 600 vadeli kontratlar\u0131 yakla\u015f\u0131k y\u00fczde 0,1 y\u00fckseli\u015fle g\u00fcne pozitif bir ba\u015flang\u0131ca i\u015faret ediyor.<\/p>\n
TCMB Ba\u015fkan\u0131 Fatih Karahan, enflasyonu \u00f6nce sabitleyip sonra tek haneli seviyelere \u00e7ekmeyi ve sonunda y\u00fczde 5'e sabitlemeyi hedeflediklerini bildirdi. Piyasalar\u0131n oda\u011f\u0131nda gelecek hafta a\u00e7\u0131klanacak kas\u0131m ay\u0131 enflasyonu ve 11 Aral\u0131k TCMB faiz karar\u0131 olacak. ABD taraf\u0131nda i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ge\u00e7en hafta 216 bin ki\u015fi ile beklentilerin alt\u0131nda art\u0131\u015f kaydederken, dayan\u0131kl\u0131 mal sipari\u015fleri ise eyl\u00fclde y\u00fczde 0,5 ile beklentilere paralel olarak ger\u00e7ekle\u015fti.<\/p>\n
Verilerin fiyatlamalara etkisi olmazken, kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n seyirlerin izlendi\u011fi bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. Piyasalarda FED\u2019in faiz indirim olas\u0131l\u0131\u011f\u0131 y\u00fcksek seyretmeye devam ediyor. Bug\u00fcn yurt i\u00e7erisinde ekonomik g\u00fcven endeksi ve d\u0131\u015f ticaret dengesi a\u00e7\u0131klanacak. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,44 civar\u0131nda yatay seyrine devam ediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 27 Kas\u0131m (Hibya) \u2013 Gedik Yat\u0131r\u0131m, piyasalarda Fed\u2019in faiz indirim olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fcksek seyretmeye devam etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":12159,"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-12158","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\/12158","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=12158"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/12158\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/12159"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=12158"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=12158"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=12158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"