Gedik Yat\u0131r\u0131m'\u0131n raporuna g\u00f6re Sal\u0131 g\u00fcn\u00fc k\u00fcresel piyasalarda temkinli bir hava hakim olurken, ABD endeks vadeli
\nkontratlar\u0131 bir \u00f6nceki g\u00fcn g\u00f6r\u00fclen rekor seviyelerin ard\u0131ndan yatay bir seyir izledi.<\/p>\n
Raporda \u015funlar kaydedildi:<\/p>\n
“S&P 500, Nasdaq 100 ve Dow Jones vadeli endeksleri g\u00fcne s\u0131n\u0131rl\u0131 de\u011fi\u015fimlerle ba\u015flarken, yat\u0131r\u0131mc\u0131lar hem yo\u011fun bilan\u00e7o takvimi hem de merkez bankalar\u0131n\u0131n kararlar\u0131yla dolu kritik bir haftaya odakland\u0131. Pazartesi g\u00fcn\u00fc Wall Street\u2019te endeksler rekor seviyelerde kapanm\u0131\u015ft\u0131; Nasdaq teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fc\u00e7l\u00fc performans sergilerken, yat\u0131r\u0131mc\u0131lar \u015fimdi Microsoft, Meta, Alphabet, Apple ve Amazon gibi devlerin a\u00e7\u0131klayaca\u011f\u0131 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131 bekliyor. Ayn\u0131 zamanda Fed\u2019in 25 baz puanl\u0131k faiz indirimi karar\u0131 ve Ba\u015fkan Jerome Powell\u2019\u0131n ileriye d\u00f6n\u00fck y\u00f6nlendirmeleri de haftan\u0131n en kritik g\u00fcndem ba\u015fl\u0131klar\u0131 aras\u0131nda yer al\u0131yor.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump ile \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping\u2019in 30 Ekim\u2019de G\u00fcney Kore\u2019nin Gyeongju kentinde d\u00fczenlenecek APEC Zirvesi\u2019nde y\u00fcz y\u00fcze g\u00f6r\u00fc\u015fmesi bekleniyor. Taraflar\u0131n hafta sonu Malezya\u2019daki g\u00f6r\u00fc\u015fmelerde tarifeler, nadir toprak elementleri, soya fasulyesi ithalat\u0131 ve TikTok\u2019un d\u00fczenlenmesi gibi konularda \u00e7er\u00e7eve anla\u015fmaya vard\u0131\u011f\u0131 bildirilmi\u015fti. Bu g\u00f6r\u00fc\u015fmenin, k\u00fcresel ticaret gerilimlerinde kal\u0131c\u0131 bir rahatlama sa\u011flama potansiyeli a\u00e7\u0131s\u0131ndan piyasalar taraf\u0131ndan yak\u0131ndan izleniyor.<\/p>\n
Makroekonomik cephede, bug\u00fcn ABD\u2019de a\u00e7\u0131klanacak Case-Shiller Konut Fiyat Endeksi g\u00fcndemde olacak. Endeksin A\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 1,6 artmas\u0131 bekleniyor, bu da konut fiyatlar\u0131ndaki y\u00fckseli\u015fin yava\u015flad\u0131\u011f\u0131na i\u015faret edebilir. Bu verinin, enflasyon beklentileri \u00fczerindeki etkisi de dikkatle takip edilecek.<\/p>\n
\u015eirket haberlerinde, Amazon\u2019un yakla\u015f\u0131k 30.000 kurumsal \u00e7al\u0131\u015fan\u0131n\u0131 i\u015ften \u00e7\u0131karmay\u0131 planlad\u0131\u011f\u0131 y\u00f6n\u00fcndeki haberler \u00f6ne \u00e7\u0131kt\u0131. Bu rakam, \u015firketin toplam profesyonel kadrosunun yakla\u015f\u0131k y\u00fczde 10\u2019una denk geliyor ve Amazon\u2019un tarihindeki en b\u00fcy\u00fck i\u015ften \u00e7\u0131karma dalgas\u0131 olabilir. UBS\u2019in ba\u015f ekonomisti Paul Donovan, resmi istihdam verilerinin hen\u00fcz a\u00e7\u0131klanmad\u0131\u011f\u0131 bir d\u00f6nemde bu t\u00fcr haberlerin t\u00fcketici g\u00fcveni \u00fczerinde psikolojik etkiler yaratabilece\u011fini ancak tekil vakalar\u0131n genel t\u00fcketim e\u011filimlerini bozmayaca\u011f\u0131n\u0131 ifade etti. Yine de, bu t\u00fcr haberlerin geni\u015f \u00e7apl\u0131 bir trende d\u00f6n\u00fc\u015fmesi durumunda ABD ekonomisinde t\u00fcketici harcamalar\u0131n\u0131n zay\u0131flayabilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n
Bilan\u00e7o takvimi de haftan\u0131n en yo\u011fun g\u00fcnlerinden birine i\u015faret ediyor. Bug\u00fcn PayPal, Visa, UnitedHealth Group ve SoFi Technologies gibi \u00f6nemli \u015firketler finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. \u00d6zellikle finans ve teknoloji sekt\u00f6r\u00fcndeki bu bilan\u00e7olar, y\u0131l sonu rallisinin s\u00fcr\u00fcp s\u00fcrmeyece\u011fine dair ipu\u00e7lar\u0131 a\u00e7\u0131s\u0131ndan b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yor.<\/p>\n
Genel olarak piyasalarda, ABD-\u00c7in ticaret anla\u015fmas\u0131 beklentileri ve Fed\u2019in faiz indirimi ihtimaliyle s\u0131n\u0131rl\u0131 bir iyimserlik g\u00f6r\u00fcl\u00fcrken, yat\u0131r\u0131mc\u0131lar merkez bankas\u0131 kararlar\u0131 ve b\u00fcy\u00fck teknoloji bilan\u00e7olar\u0131 \u00f6ncesinde bekle-g\u00f6r tutumunu koruyor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Novartis (NVS), \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar a\u00e7\u0131klayarak kanser ila\u00e7lar\u0131na y\u00f6nelik y\u00fcksek talep sayesinde k\u00e2r\u0131n\u0131 art\u0131rd\u0131. \u015eirketin \u00e7ekirdek faaliyet k\u00e2r\u0131 y\u0131ll\u0131k y\u00fczde 6 art\u0131\u015fla 5,5 milyar dolara ula\u015f\u0131rken, net sat\u0131\u015flar y\u00fczde 8 art\u0131\u015fla 13,9 milyar dolara \u00e7\u0131kt\u0131. Novartis, 2025 y\u0131l\u0131 i\u00e7in sat\u0131\u015f ve gelir art\u0131\u015f\u0131 beklentilerini korurken, ABD\u2019de jenerik bask\u0131s\u0131na ra\u011fmen performans\u0131n\u0131 g\u00fc\u00e7l\u00fc tutmay\u0131 ba\u015fard\u0131. Ancak \u015firket hisseleri, hisse ba\u015f\u0131 kar\u0131n piyasa beklentisi alt\u0131nda kalmas\u0131 ile Sal\u0131 g\u00fcn\u00fc piyasa \u00f6ncesi i\u015flemlerde y\u00fczde 3,2 geriledi. (Olumsuz)<\/p>\n
Bug\u00fcn Bilan\u00e7o A\u00e7\u0131klamas\u0131 Beklenen \u00d6nemli \u015eirketler: Visa, UnitedHealth Group, Booking Holdings, NextEra Energy, Royal Caribbean Cruises.”<\/p>\n
<\/strong> \u0130stanbul, 28 Ekim (Hibya)- Gedik Yat\u0131r\u0131m, bug\u00fcn ABD\u2019de a\u00e7\u0131klanacak Case-Shiller Konut Fiyat Endeksinin g\u00fcndemde olaca\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":1273,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-1272","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\/1272","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=1272"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/1272\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/1273"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=1272"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=1272"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=1272"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"