Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan G\u00fcn\u00fcn Pusulas\u0131 raporunda, Japonya ve Avustralya’da enflasyon verilerinin beklentileri a\u015fmas\u0131n\u0131n BOJ ve RBA’ya y\u00f6nelik faiz art\u0131r\u0131m beklentilerini g\u00fc\u00e7lendirdi\u011fi aktar\u0131ld\u0131. Avrupa taraf\u0131nda ise ECB yetkililerinin enerji kaynakl\u0131 enflasyon bask\u0131lar\u0131n\u0131 dizginlemek amac\u0131yla Eyl\u00fcl ay\u0131nda faiz art\u0131rmay\u0131 planlad\u0131\u011f\u0131na ili\u015fkin haberlerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi.<\/p>\n
Emtia taraf\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’nda diplomasi trafi\u011finin ba\u015flamas\u0131yla Brent petrolde gerileme g\u00f6r\u00fcld\u00fc\u011f\u00fc, ons alt\u0131n\u0131n ise y\u00fcksek seyrini korudu\u011fu ifade edildi. \u0130\u00e7 piyasalarda k\u00fcresel endeks d\u00fczenleyicilerinin fon d\u00fczenlemesini beklemesi ve kural de\u011fi\u015fikliklerinin sat\u0131\u015f bask\u0131s\u0131 yaratmas\u0131yla yatay sat\u0131c\u0131l\u0131 bir seyir izlendi\u011fi belirtildi. HSBC’nin 10 Eyl\u00fcl PPK toplant\u0131s\u0131 \u00f6ncesinde faiz indirimi beklentilerinin g\u00fc\u00e7lenerek tahvil getiri e\u011frisinin dikle\u015febilece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fc, BofA’n\u0131n ise y\u0131l\u0131n tek faiz indiriminin Ekim ay\u0131nda 100 baz puanla yap\u0131laca\u011f\u0131n\u0131 ve y\u0131l sonu politika faizinin y\u00fczde 36 olaca\u011f\u0131n\u0131 tahmin etti\u011fi aktar\u0131ld\u0131.<\/p>\n
CDS’in 218,3 seviyesine gerilemesi ve TR-VIX’teki d\u00fc\u015f\u00fc\u015f\u00fcn i\u00e7 piyasada riski dengeleyen fakt\u00f6rler olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi. Sekt\u00f6rel dinamikler ve tar\u0131m politikalar\u0131ndaki stratejik i\u015f birliklerinin B\u0130ST hisseleri \u00fczerinde etkili oldu\u011fu belirtilen raporda, Asya Pasifik Tohumcular Birli\u011fi’nin T\u00fcrkiye’nin tohumculuk potansiyelini ve k\u00fcresel konumunu vurgulamas\u0131n\u0131n HEKTS i\u00e7in olumlu bir kataliz\u00f6r olu\u015fturmaya devam etti\u011fi de\u011ferlendirildi.<\/p>\n
K\u00fcresel enerji ve emtia piyasalar\u0131nda Orta Do\u011fu’daki geli\u015fmelerin yak\u0131ndan izlendi\u011fi belirtilirken, \u0130ran ve Umman’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n y\u00f6netimi konusunda g\u00f6r\u00fc\u015fmelere ba\u015flamas\u0131n\u0131n kritik su yolunun seyr\u00fcsefere tamamen a\u00e7\u0131lmas\u0131 umutlar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Kpler verilerine g\u00f6re g\u00fcnl\u00fck tanker ge\u00e7i\u015finin ikiye kadar d\u00fc\u015fmesinin ise arz endi\u015felerini canl\u0131 tuttu\u011fu kaydedildi.<\/p>\n
IMF Ba\u015fkan\u0131 Georgieva’n\u0131n dezenflasyon s\u00fcrecindeki yava\u015flamaya ve y\u00fckselen tahvil faizlerine dikkat \u00e7ekti\u011fi aktar\u0131l\u0131rken, yapay zeka yat\u0131r\u0131mlar\u0131 ve enerji \u015fokunun beklenenden iyi atlat\u0131lmas\u0131na ili\u015fkin a\u00e7\u0131klamalar\u0131n k\u00fcresel risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rl\u0131 olumlu tuttu\u011fu belirtildi.<\/p>\n
Raporda, B\u0130ST 100 endeksi i\u00e7in yeni g\u00fcnde teknik seviyelerin kritik \u00f6nemini korudu\u011fu ifade edildi. Faiz indirimi beklentileri ve k\u00fcreseldeki hafif yumu\u015faman\u0131n sundu\u011fu zeminle 14.252 seviyesinin ana destek olarak izlendi\u011fi, olas\u0131 yukar\u0131 y\u00f6nl\u00fc tepki al\u0131mlar\u0131nda ise 14.549 seviyesinin diren\u00e7 konumunu s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 26 A\u011fustos (Hibya) \u2013 Pusula Yat\u0131r\u0131m, k\u00fcresel piyasalarda ABD-\u0130ran geriliminin yaratt\u0131\u011f\u0131 enerji \u015foku ile H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin diplomatik temaslar\u0131n ana g\u00fcndem maddesi oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":138525,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-138524","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/138524","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=138524"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/138524\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/138525"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=138524"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=138524"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=138524"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"