A1 Capital, g\u00fcnl\u00fck b\u00fclteninde k\u00fcresel piyasalarda Avrupa ekonomisindeki toparlanma i\u015faretleri, ABD’de bilan\u00e7o sezonunun etkileri ve Orta Do\u011fu kaynakl\u0131 jeopolitik geli\u015fmeleri de\u011ferlendirdi.<\/p>\n
Raporda, Euro B\u00f6lgesi’nde a\u00e7\u0131klanan Temmuz ay\u0131 nihai PMI verilerinin ekonomik aktivitede yeniden b\u00fcy\u00fcme sinyali verdi\u011fi belirtilirken, yat\u0131r\u0131mc\u0131lar\u0131n g\u00f6z\u00fcn\u00fc ABD’de a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisine \u00e7evirdi\u011fi ifade edildi.<\/p>\n
A1 Capital’in de\u011ferlendirmesine g\u00f6re, Euro B\u00f6lgesi Hizmet PMI verisi Temmuz ay\u0131nda 51,7’ye, Bile\u015fik PMI ise 52 seviyesine y\u00fckselerek ekonomik aktivitenin yeniden b\u00fcy\u00fcme b\u00f6lgesine ge\u00e7ti\u011fine i\u015faret etti.<\/p>\n
Hizmet sekt\u00f6r\u00fcnde yeni sipari\u015flerin artmas\u0131 ve \u015firketlerin gelecek d\u00f6neme ili\u015fkin g\u00fcveninin son aylar\u0131n en y\u00fcksek seviyesine ula\u015fmas\u0131, Avrupa ekonomisine y\u00f6nelik beklentileri g\u00fc\u00e7lendirdi.<\/p>\n
Raporda, \u0130spanya’n\u0131n hizmet sekt\u00f6r\u00fcndeki g\u00fc\u00e7l\u00fc performans\u0131yla b\u00fcy\u00fcmenin lokomotifi olmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, Almanya’da uzun s\u00fcredir devam eden zay\u0131fl\u0131\u011f\u0131n ard\u0131ndan toparlanma sinyallerinin g\u00f6r\u00fclmeye ba\u015fland\u0131\u011f\u0131 kaydedildi. Fransa’n\u0131n ise ekonomik aktivitede daralma b\u00f6lgesinde kalmaya devam etti\u011fi belirtildi.<\/p>\n
PMI verilerinin ard\u0131ndan Avrupa borsalar\u0131nda al\u0131mlar\u0131n h\u0131z kazand\u0131\u011f\u0131, euronun dolar kar\u015f\u0131s\u0131nda de\u011fer kazand\u0131\u011f\u0131 ve \u00f6zellikle bankac\u0131l\u0131k, sanayi ile t\u00fcketim sekt\u00f6rlerinde al\u0131mlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. Ancak ekonomik toparlanman\u0131n Avrupa Merkez Bankas\u0131’n\u0131n faiz indirim s\u00fcrecini yava\u015flatabilece\u011fi de\u011ferlendirilirken, hizmet sekt\u00f6r\u00fcndeki canlanman\u0131n enflasyon bask\u0131lar\u0131n\u0131n tamamen ortadan kalkmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi vurguland\u0131.<\/p>\n
ABD taraf\u0131nda ise piyasalarda \u015firket bilan\u00e7olar\u0131n\u0131n belirleyici oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Yapay zeka temal\u0131 hisselerde kar realizasyonlar\u0131n\u0131n ba\u015flad\u0131\u011f\u0131na dikkat \u00e7ekilen raporda, SpaceX’in g\u00fc\u00e7l\u00fc gelir rakamlar\u0131na ra\u011fmen y\u00fcksek sermaye harcamalar\u0131 nedeniyle yakla\u015f\u0131k y\u00fczde 8 de\u011fer kaybetti\u011fi, AMD hisselerinin de beklentilerin y\u00fcksek olmas\u0131 nedeniyle y\u00fczde 5’in \u00fczerinde geriledi\u011fi belirtildi. Buna kar\u015f\u0131n Caterpillar ve Disney’in g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131n\u0131n Dow Jones endeksini destekledi\u011fi ifade edildi.<\/p>\n
Makroekonomik tarafta ise JOLTS verilerinde i\u015f ilanlar\u0131n\u0131n azalmas\u0131na ra\u011fmen i\u015fe al\u0131mlar\u0131n artmas\u0131n\u0131n i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n tamamen zay\u0131flamad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi, bu durumun Fed’in faiz indiriminde acele etmeyece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi kaydedildi.<\/p>\n
Uzun vadeli tahvil faizlerinde ise ABD’nin y\u00fcksek b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 ve artan tahvil arz\u0131 nedeniyle yukar\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Enerji piyasalar\u0131nda ise H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin diplomatik temaslar\u0131n petrol fiyatlar\u0131n\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc etkiledi\u011fi, ancak Yemen’deki Husilerin Suudi Arabistan ba\u011flant\u0131l\u0131 bir tankere y\u00f6nelik sald\u0131r\u0131s\u0131n\u0131n jeopolitik risk primini canl\u0131 tuttu\u011fu ifade edildi. Bu nedenle Brent petrolde sert d\u00fc\u015f\u00fc\u015f yerine dalgal\u0131 fiyat hareketlerinin izlendi\u011fi aktar\u0131ld\u0131.<\/p>\n
A1 Capital, bug\u00fcn k\u00fcresel piyasalar\u0131n ana g\u00fcndeminin yapay zeka hisselerindeki kar sat\u0131\u015flar\u0131, ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisi beklentisi ve Orta Do\u011fu kaynakl\u0131 enerji riskleri oldu\u011funu belirtti. ADP \u00f6zel sekt\u00f6r istihdam verisinin beklentilerin alt\u0131nda kalmas\u0131n\u0131n ard\u0131ndan piyasalar\u0131n resmi istihdam verisinden de yava\u015flama sinyali bekledi\u011fi ifade edilirken, zay\u0131f istihdam verisinin tahvil faizlerini d\u00fc\u015f\u00fcrerek teknoloji hisseleri, alt\u0131n ve geli\u015fen \u00fclke varl\u0131klar\u0131n\u0131 destekleyebilece\u011fi; g\u00fc\u00e7l\u00fc bir verinin ise bu beklentileri tersine \u00e7evirebilece\u011fi de\u011ferlendirildi.<\/p>\n
Asya piyasalar\u0131nda ise teknoloji hisselerinde sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilen raporda, G\u00fcney Kore’de Samsung Electronics ve SK Hynix \u00f6nc\u00fcl\u00fc\u011f\u00fcnde KOSPI endeksinde d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131\u011f\u0131, Japonya’da da benzer \u015fekilde teknoloji hisselerinde kar sat\u0131\u015flar\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
\u00d6te yandan A1 Capital, g\u00fcn\u00fcn veri g\u00fcndeminde Almanya fabrika sipari\u015fleri, Euro B\u00f6lgesi perakende sat\u0131\u015flar\u0131 ile ABD’de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, birim emek maliyetleri, tar\u0131m d\u0131\u015f\u0131 \u00fcretkenlik ve toptan sat\u0131\u015f envanterleri verilerinin piyasalar taraf\u0131ndan yak\u0131ndan takip edilece\u011fini bildirdi.<\/p>\n
Raporda ayr\u0131ca A1 Capital model portf\u00f6y\u00fcn\u00fcn y\u0131l ba\u015f\u0131ndan bu yana y\u00fczde 35,36 getiri sa\u011flad\u0131\u011f\u0131, ayn\u0131 d\u00f6nemde BIST 100 endeksindeki getirinin ise y\u00fczde 21,68 seviyesinde ger\u00e7ekle\u015fti\u011fi bilgisi payla\u015f\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 6 A\u011fustos (Hibya) \u2013 A1 Capital, g\u00fcnl\u00fck b\u00fclteninde k\u00fcresel piyasalarda Avrupa ekonomisindeki toparlanma i\u015faretleri, ABD’de bilan\u00e7o sezonunun etkileri ve Orta Do\u011fu kaynakl\u0131 jeopolitik geli\u015fmeleri de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":127730,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-127729","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127729","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=127729"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127729\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127730"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127729"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127729"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127729"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"