Gedik Yat\u0131r\u0131m Forex B\u00fclteni’nde, ABD\u2019de Nvidia\u2019n\u0131n yedi g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f serisini sonland\u0131rd\u0131\u011f\u0131, \u015firketin \u00e7eyreklik gelirinin y\u0131ll\u0131k bazda yakla\u015f\u0131k iki kat\u0131na \u00e7\u0131karak 92 milyar dolara ula\u015fmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131. Bilan\u00e7o sonu\u00e7lar\u0131 ve \u00f6zellikle yapay zeka yat\u0131r\u0131mlar\u0131na y\u00f6nelik talebin seyrinin, teknoloji hisselerindeki son sat\u0131\u015flar\u0131n ard\u0131ndan piyasan\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan kritik olaca\u011f\u0131 ifade edildi.<\/p>\n
ABD vadeli endekslerinin \u00f6nceki kay\u0131plar\u0131n\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde geri alarak yatay seyretti\u011fi, Avrupa borsalar\u0131n\u0131n ise g\u00fcne s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle ba\u015flamas\u0131n\u0131n beklendi\u011fi kaydedildi. Petrol taraf\u0131nda jeopolitik risklerin hafiflemesinin piyasalar\u0131 destekleyen bir di\u011fer unsur oldu\u011fu belirtildi.<\/p>\n
\u0130ran ve Umman\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131n yeniden ba\u015flamas\u0131na y\u00f6nelik ge\u00e7ici bir \u00e7er\u00e7eve \u00fczerinde g\u00f6r\u00fc\u015fmesiyle Brent petrol\u00fcn \u00fc\u00e7\u00fcnc\u00fc g\u00fcn\u00fcnde de geriledi\u011fi ve y\u00fczde 2,6 d\u00fc\u015f\u00fc\u015fle 86,30 dolar civar\u0131na indi\u011fi aktar\u0131ld\u0131. Haftal\u0131k kayb\u0131n y\u00fczde 8,6\u2019ya ula\u015ft\u0131\u011f\u0131 ifade edildi. Petrol fiyatlar\u0131ndaki h\u0131zl\u0131 geri \u00e7ekilmenin enflasyon endi\u015felerini azaltt\u0131\u011f\u0131 ve tahvil piyasalar\u0131n\u0131 destekledi\u011fi belirtilirken, ABD 10 y\u0131ll\u0131k tahvil faizinin \u00f6nceki seansta 7 baz puan geriledi\u011fi ve tahvillerdeki olumlu g\u00f6r\u00fcn\u00fcm\u00fcn bug\u00fcn de korundu\u011fu kaydedildi.<\/p>\n
Makro tarafta yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bug\u00fcn a\u00e7\u0131klanacak Fed\u2019in yak\u0131ndan takip etti\u011fi PCE enflasyon verisinin bulundu\u011fu aktar\u0131ld\u0131. D\u00fcn a\u00e7\u0131klanan ABD t\u00fcketici g\u00fcveninin i\u015f g\u00fcc\u00fc piyasas\u0131 ve ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin endi\u015felerle yedi ay\u0131n en d\u00fc\u015f\u00fck seviyesine gerilemesinin b\u00fcy\u00fcme taraf\u0131ndaki soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n
Avrupa piyasalar\u0131n\u0131n g\u00fcne s\u0131n\u0131rl\u0131 pozitif bir g\u00f6r\u00fcn\u00fcmle ba\u015flamas\u0131n\u0131n beklendi\u011fi, Euro Stoxx 50 ve Stoxx 600 vadeli kontratlar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 0,1 y\u00fckseli\u015fe i\u015faret etti\u011fi belirtildi. K\u00fcresel tahvil faizlerindeki geri \u00e7ekilme ve ABD Hazinesi\u2019nin uzun vadeli tahvil geri al\u0131mlar\u0131n\u0131 art\u0131rmas\u0131n\u0131n faizler \u00fczerindeki bask\u0131y\u0131 hafifletmesinin risk i\u015ftah\u0131n\u0131 destekledi\u011fi aktar\u0131ld\u0131.
Brent petrol\u00fcn 86 dolar civar\u0131na gerilemesinin k\u0131sa vadeli enflasyon endi\u015felerinin azalmas\u0131na katk\u0131 sa\u011flad\u0131\u011f\u0131 belirtilirken, \u0130ran ile Umman aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131 konusunda g\u00f6r\u00fc\u015fmelerin yeniden ba\u015flamas\u0131n\u0131n petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fc destekledi\u011fi ifade edildi.<\/p>\n
Avrupa taraf\u0131nda bug\u00fcn \u00f6nemli bir ekonomik veri veya \u015firket bilan\u00e7osu bulunmamas\u0131 nedeniyle k\u00fcresel geli\u015fmelerin \u00f6n planda olaca\u011f\u0131 kaydedildi. Piyasalar\u0131n ana oda\u011f\u0131nda bug\u00fcn a\u00e7\u0131klanacak ABD PCE enflasyon verisi ile Nvidia bilan\u00e7osunun yer ald\u0131\u011f\u0131, \u00f6zellikle bu iki geli\u015fmenin Fed faiz beklentileri ve teknoloji hisselerinin y\u00f6n\u00fc \u00fczerinden Avrupa piyasalar\u0131nda da hareketlili\u011fi art\u0131rmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Kurda d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin devam etti\u011fi belirtildi. TCMB’nin bir hafta vadeli repo ihalelerine ba\u015flama karar\u0131 sonras\u0131 a\u011f\u0131rl\u0131kl\u0131 ortalama fonlama maliyetinin son iki i\u015flem g\u00fcn\u00fcnde y\u00fczde 40’tan y\u00fczde 37’ye d\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Bug\u00fcn yurt i\u00e7inde veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011fu belirtilirken, ABD taraf\u0131nda ikinci \u00e7eyre\u011fe ili\u015fkin b\u00fcy\u00fcme ve Fed’in favori enflasyon g\u00f6stergesi olarak takip etti\u011fi \u00e7ekirdek PCE verilerinin yak\u0131ndan izlenece\u011fi ifade edildi. Dolar\/TL’nin bu sabah saat 08.00 itibar\u0131yla 48,11 civar\u0131nda, dolar endeksinin ise 99,00 civar\u0131nda bulundu\u011fu kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 26 A\u011fustos (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n Nvidia\u2019n\u0131n bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o \u00f6ncesinde yar\u0131 iletken hisselerinde g\u00f6r\u00fclen toparlanmayla g\u00fc\u00e7lendi\u011fini, MSCI Asya Pasifik Endeksi\u2019nin y\u00fczde 1 y\u00fckseldi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":138697,"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-138696","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\/138696","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=138696"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/138696\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/138697"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=138696"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=138696"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=138696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"