{"id":12696,"date":"2025-11-28T09:45:04","date_gmt":"2025-11-28T06:45:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/28\/halk-yatirim-dolar-karsisinda-yen-odak-noktasi-oldu"},"modified":"2025-11-28T09:45:04","modified_gmt":"2025-11-28T06:45:04","slug":"halk-yatirim-dolar-karsisinda-yen-odak-noktasi-oldu","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/28\/halk-yatirim-dolar-karsisinda-yen-odak-noktasi-oldu\/","title":{"rendered":"Halk Yat\u0131r\u0131m: Dolar kar\u015f\u0131s\u0131nda yen odak noktas\u0131 oldu"},"content":{"rendered":"<p>Halk Yat\u0131r\u0131m\u2019\u0131n raporunda, \u015e\u00fckran G\u00fcn\u00fc tatili nedeniyle Amerika Birle\u015fik Devletleri\u2019nin (ABD) piyasalar\u0131n\u0131n kapal\u0131 oldu\u011fu g\u00fcnde d\u00fcnya piyasalar\u0131n\u0131n genel olarak al\u0131c\u0131l\u0131 seyir izledi\u011fi belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n<p>\u201c28 Kas\u0131m 2025 itibar\u0131yla, \u015e\u00fckran G\u00fcn\u00fc tatili nedeniyle ABD piyasalar\u0131n\u0131n kapal\u0131 oldu\u011fu g\u00fcnde d\u00fcnya piyasalar\u0131 genel olarak al\u0131c\u0131l\u0131 seyir izledi. Aral\u0131k ay\u0131 FOMC toplant\u0131s\u0131nda Fed\u2019in faiz indirimine gidebilece\u011fi beklentileri, dolar\u0131n \u00e7o\u011fu para birimine kar\u015f\u0131 bir miktar zay\u0131f kalmas\u0131na yol a\u00e7t\u0131. Japonya cephesinde ise y\u0131l sonuna kadar faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc i\u00e7in yen olas\u0131 m\u00fcdahale beklentisiyle izleniyor.<\/p>\n<p>Kas\u0131m ay\u0131 boyunca hisse senedi piyasalar\u0131nda yapay zeka balonu endi\u015feleri geride b\u0131rak\u0131l\u0131rken, Avrupa piyasalar\u0131nda savunma ve teknoloji hisselerindeki kazan\u00e7lar sa\u011fl\u0131k hisselerindeki kay\u0131plar\u0131 telafi etti. G\u00fc\u00e7l\u00fc bilan\u00e7o sezonu ve Fed\u2019den beklenen faiz indirimiyle hisse senetlerinde yukar\u0131 y\u00f6nl\u00fc e\u011filim korunuyor. \u00d6te yandan yapay zeka harcamalar\u0131na y\u00f6nelik yenilenen endi\u015feler, ralliyi s\u0131n\u0131rlayabilecek bir tetikleyici olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>D\u00f6viz piyasas\u0131nda, yenin dolar kar\u015f\u0131s\u0131nda g\u00fc\u00e7lenmesi ve Tokyo\u2019dan olas\u0131 m\u00fcdahaleler yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda. Sterlin ise \u0130ngiltere Maliye Bakan\u0131 Reeves\u2019in b\u00fct\u00e7esinin, uzun vadeli kamu maliyesine ili\u015fkin endi\u015feleri hafifletmesinin ard\u0131ndan g\u00fcn i\u00e7inde s\u0131f\u0131r virg\u00fcl bir d\u00fc\u015f\u00fc\u015fle 1,3230 dolara geriledi.<\/p>\n<p>TCMB rezerv verileri, br\u00fct ve net rezervlerde gerileme oldu\u011funu g\u00f6sterdi. Br\u00fct rezerv 180,6 milyar dolara, net rezerv 69,4 milyar dolara, swap hari\u00e7 net rezerv ise 55,1 milyar dolara geriledi.\u00a0<\/p>\n<p>T\u00fcketici kredileri haftal\u0131k bazda s\u0131f\u0131r virg\u00fcl alt\u0131 d\u00fc\u015ferek 5,33 trilyon TL\u2019ye geriledi. Bu tutar\u0131n 654 milyar TL\u2019si konut, 48 milyar TL\u2019si ta\u015f\u0131t, 2,05 trilyon TL\u2019si ihtiya\u00e7 kredilerinden, 2,57 trilyon TL\u2019si bireysel kredi kartlar\u0131ndan olu\u015ftu. TCMB dahil toplam kredi hacmi 21,23 trilyon TL\u2019ye y\u00fckseldi. Bankac\u0131l\u0131k sekt\u00f6r\u00fcnde t\u00fcketici kredileri \u00f6nceki haftaki ivmelenme sonras\u0131 elli \u00fc\u00e7 virg\u00fcl dokuz b\u00fcy\u00fcme g\u00f6sterdi, ticari kredilerde yirmi bir seviyesinde yatay seyretti.<\/p>\n<p>T\u00fcrkiye\u2019de Ekim ay\u0131nda d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131, y\u0131ll\u0131k bazda 27.6 art\u0131\u015fla 7,68 milyar dolara y\u00fckseldi. \u0130hracat 2 art\u0131\u015fla 23,94 milyar dolar, ithalat ise 7,2 art\u0131\u015fla 31,52 milyar dolar oldu. Enerji ve parasal olmayan alt\u0131n hari\u00e7 ihracat 3.8 art\u0131\u015fla 22,83 milyar dolar, ithalat ise 5,2 art\u0131\u015fla 23,87 milyar dolar olarak ger\u00e7ekle\u015fti. \u0130hracatta imalat sanayinin pay\u0131 94,4 ithalatta ara mallar\u0131n\u0131n pay\u0131 68,3, sermaye mallar\u0131 16, t\u00fcketim mallar\u0131 15,5 seviyesinde oldu.<\/p>\n<p>BDDK verilerine g\u00f6re 21 Kas\u0131m haftas\u0131nda KKM 22,5 milyar TL\u2019ye geriledi. Bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn toplam kredi hacmi 21,84 trilyon TL\u2019ye indi. T\u00fcketici kredileri 2,76 trilyon TL\u2019ye y\u00fckseldi. Takipteki alacaklar 549 milyar TL, sekt\u00f6r\u00fcn yasal \u00f6zkaynaklar\u0131 4,81 trilyon TL\u2019ye ula\u015ft\u0131.\u201d<\/p>\n<p>\u00a0<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>28 Kas\u0131m, \u0130stanbul (Hibya)- Halk Yat\u0131r\u0131m, Tokyo T\u00fcketici Fiyat Endeksi (T\u00dcFE) verileri ve faiz beklentilerinin piyasalar \u00fczerindeki etkilerini a\u00e7\u0131klad\u0131. <\/p>\n","protected":false},"author":1,"featured_media":12697,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-12696","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/12696","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=12696"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/12696\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/12697"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=12696"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=12696"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=12696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}