Marba\u015f Menkul De\u011ferler'in raporunda, i\u00e7 tarafta Kas\u0131m ay\u0131nda hem makro hem de siyasi risk unsurlar\u0131n\u0131n s\u0131n\u0131rl\u0131 olmas\u0131yla beraber ay boyunca beklenen hareketin ger\u00e7ekle\u015fmedi\u011finin izlendi\u011fi, ay\u0131rca hareketin Aral\u0131k ay\u0131na sarkt\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcn\u00fc belirtti. \u0130\u00e7 tarafta kataliz\u00f6r eksikli\u011fi sonucu 11bin b\u00f6lgesini ge\u00e7mekte zorlanan endeksin Kas\u0131m enflasyonunun k\u0131sa vade i\u00e7in belirleyici unsur olaca\u011f\u0131 aktar\u0131l\u0131rken \u015fu bilgilere yer verildi:<\/p>\n
“Beklentiler dahilinde ger\u00e7ekle\u015fecek Kas\u0131m enflasyonu sonras\u0131nda Aral\u0131k ay\u0131nda siyasi riskin az olmas\u0131n\u0131n da getirmi\u015f oldu\u011fu etki ile birlikte 11bin b\u00f6lgesinin ge\u00e7ilmesini beklemekteyiz. G\u00fcn i\u00e7erisinde 11bin b\u00f6lgesini izlerken a\u015fa\u011f\u0131da ise 11800 band\u0131n\u0131 takip edece\u011fiz.<\/p>\n
ABD piyasalar\u0131 ge\u00e7ti\u011fimiz hafta Per\u015fembe-Cuma g\u00fcn\u00fc \u015f\u00fckran g\u00fcn\u00fc sebebiyle s\u0131n\u0131rl\u0131 i\u015flem g\u00f6rmesinin ard\u0131ndan yeni hafta ba\u015flang\u0131c\u0131nda vadelilerin hafif sat\u0131c\u0131l\u0131 seyretti\u011fini g\u00f6rmekteyiz. FED\u2019den gelen g\u00fcvercin a\u00e7\u0131klamalara paralel Aral\u0131k ay\u0131nda faiz indirim beklentisi artarken piyasalar \u00fczerinde ge\u00e7ti\u011fimiz hafta ger\u00e7ekle\u015fen y\u00fckseli\u015fin ard\u0131ndan ana bask\u0131n\u0131n t\u00fcm pozitif ko\u015fullara ra\u011fmen kimin FED ba\u015fkan\u0131 se\u00e7ilece\u011fi y\u00f6n\u00fcnde olu\u015ftu\u011funu g\u00f6rmekteyiz. Aral\u0131k ay\u0131 boyunca faiz indirimi ve teknoloji hisselerinde olu\u015facak pozitif teman\u0131n s\u00fcrmesini beklerken ge\u00e7ti\u011fimiz haftalarda s\u00f6yledi\u011fimiz haber ak\u0131\u015f\u0131n\u0131n olmad\u0131\u011f\u0131 g\u00fcnlerde teknoloji hisselerindeki de\u011ferleme ve FED Ba\u015fkan\u0131 soru i\u015faretlerinin bahane olu\u015fturmaya devam edece\u011fini d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Asya-Pasifik\u2019te genel g\u00f6r\u00fcn\u00fcm hafif al\u0131c\u0131l\u0131 seyrederken Japonya \u00f6zelinde BOJ\u2019un faiz artt\u0131raca\u011f\u0131 y\u00f6n\u00fcnde olu\u015fan beklentiyle beraber y\u00fczde 2\u2019lere varan sert geri \u00e7ekilmeler g\u00f6rmekteyiz. \u00c7in taraf\u0131nda ise \u0130malat PMI verisinin sekiz ay boyunca daralma g\u00f6sterdi\u011fini izlerken sekt\u00f6rel zay\u0131f talebin devam\u0131n\u0131n dikkat \u00e7ekti\u011fini g\u00f6rmekteyiz. Genel olarak bakt\u0131\u011f\u0131m\u0131zda ise ana teman\u0131n ABD piyasalar\u0131nda ve k\u00fcreselde de oldu\u011fu gibi teknoloji ve yapay zeka odakl\u0131 ilerledi\u011fini takip etmekteyiz. \u00d6zetle yeni hafta ba\u015flang\u0131c\u0131nda Asya\u2019da s\u0131n\u0131rl\u0131 kazan\u00e7lar g\u00f6r\u00fcrken Japonya\u2019da faiz artt\u0131r\u0131m endi\u015fesiyle negatif ayr\u0131\u015fma g\u00f6rmekteyiz.<\/p>\n
Avrupa piyasalar\u0131nda Cuma g\u00fcn\u00fc tepki al\u0131mlar\u0131 izlendi. Karma\u015f\u0131k seyirde 17.hafta ile sona yakla\u015f\u0131yoruz. Aral\u0131k ay\u0131nda yap\u0131lacak AMB toplant\u0131da \u00e7er\u00e7evesinde risklerin g\u00f6zle g\u00f6r\u00fcl\u00fcr \u015fekilde azalmas\u0131n\u0131 bekliyoruz. \u0130ngiltere Ba\u015fbakan\u0131 Starmer'\u0131n ofisi, Ba\u015fbakan Starmer'in bug\u00fcn \u0130\u015f\u00e7i Partisi h\u00fck\u00fcmetinin parlamento d\u00f6neminin geri kalan\u0131 i\u00e7in ekonomik vizyonunu ortaya koyaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Konu\u015fma ge\u00e7en haftaki b\u00fct\u00e7enin \u00fczerine in\u015fa edilecek. Downing Street, Maliye Bakan\u0131 Reeves'in ge\u00e7en hafta 26 milyar sterlin (34,41 milyar dolar) vergi art\u0131\u015f\u0131 i\u00e7eren b\u00fct\u00e7esinin ard\u0131ndan Starmer'\u0131n h\u00fck\u00fcmetinin ekonomik b\u00fcy\u00fcmeyi art\u0131rma \u00e7abas\u0131n\u0131n “daha geni\u015f misyonunu” sunaca\u011f\u0131n\u0131 belirtti. Yeni g\u00fcnde ABD\u2019den gelen etkiyle sat\u0131\u015f bask\u0131s\u0131 izliyoruz.<\/p>\n
Emtialarda al\u0131m i\u015ftah\u0131 devam ediyor. Ons Alt\u0131n 4270, G\u00fcm\u00fc\u015f 57 dolardan al\u0131c\u0131l\u0131 i\u015flem g\u00f6r\u00fcyor. OPEC+\u2019\u0131n \u00fcretim art\u0131\u015f\u0131n\u0131 durdurma karar\u0131yla birlikte Brent Petrol 63,4 dolardan al\u0131c\u0131l\u0131 i\u015flem g\u00f6r\u00fcyor. Bak\u0131r fiyatlar\u0131, \u00c7inli ba\u015fl\u0131ca eriticilerin 2026\u2019da \u00fcretimi k\u0131smaya y\u00f6nelik anla\u015fmas\u0131 ve d\u00fcnyan\u0131n en b\u00fcy\u00fck bak\u0131r \u00fcreticisi Codelco\u2019nun rekor prim teklifleri sayesinde pazartesi g\u00fcn\u00fc yeni zirvelere ula\u015ft\u0131. Bu art\u0131\u015fta, ABD Merkez Bankas\u0131\u2019n\u0131n faiz indirimi beklentileri ve dolar\u0131n zay\u0131flamas\u0131 da \u00f6nemli rol oynad\u0131.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta g\u00fcndem yo\u011fun ba\u015fl\u0131yor. 3.\u00e7eyrek GSY\u0130H verisi saat 10\u2019da gelecek. \u00c7eyreklik %0,8 y\u0131ll\u0131k %4,2 artmas\u0131n\u0131 bekliyoruz. E\u015f zamanl\u0131 \u0130malat PMI verisi gelecek. Dalgalanman\u0131n s\u00fcrmesini bekliyoruz. 14\u2019te Ekim ay\u0131 Bankac\u0131l\u0131k verileri gelecek. 4.\u00e7eyre\u011fe dair ilk verileri alaca\u011f\u0131z. T\u00fcrkiye \u015firketlerinin 2026 y\u0131l\u0131 b\u00fct\u00e7elendirme d\u00f6nemi sonu\u00e7lar\u0131 izlenecek.<\/p>\n
K\u00fcresel tarafta g\u00fcn boyu \u0130malat PMI takip edilecek.<\/p>\n
Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Y\u0131lmaz, saat 10\u2019da Plan ve B\u00fct\u00e7e Komisyonunda Cumhurba\u015fkanl\u0131\u011f\u0131 ile ba\u011fl\u0131 ve ilgili kurum ve kurulu\u015flar\u0131n 2026 y\u0131l\u0131 b\u00fct\u00e7e g\u00f6r\u00fc\u015fmelerine kat\u0131lacak. Komisyonda ayr\u0131ca 2026 Y\u0131l\u0131 Gelir B\u00fct\u00e7esi ile 2026 Y\u0131l\u0131 Merkezi Y\u00f6netim B\u00fct\u00e7e Kanunu Teklifi ve 2024 Y\u0131l\u0131 Merkezi Y\u00f6netim Kesin Hesap Kanunu Teklifi\u2019nin maddeleri ele al\u0131nacak.”<\/p>\n
<\/strong> \u0130stanbul, 1 Aral\u0131k (Hibya) – Marba\u015f Menkul De\u011ferler, yeni g\u00fcnde ABD\u2019den gelen etkiyle sat\u0131\u015f bask\u0131s\u0131n\u0131n izlendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":13653,"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-13652","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\/13652","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=13652"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13652\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/13653"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=13652"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=13652"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=13652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"