Halk Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck piyasa de\u011ferlendirmesine g\u00f6re, Asya piyasalar\u0131nda pozitif bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor. Nvidia\u2019n\u0131n beklentileri a\u015fan ikinci \u00e7eyrek sonu\u00e7lar\u0131 ve g\u00fc\u00e7l\u00fc ileriye d\u00f6n\u00fck \u00f6ng\u00f6r\u00fclerinin yapay zeka yat\u0131r\u0131mlar\u0131ndaki b\u00fcy\u00fcmenin devam edece\u011fi beklentisini desteklemesi, piyasalardaki seyirde belirleyici oldu.<\/p>\n
Yar\u0131 iletken hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki al\u0131mlarla MSCI Asya Pasifik endeksi y\u00fczde 0,5 y\u00fckselirken, yapay zeka yat\u0131r\u0131mlar\u0131 a\u00e7\u0131s\u0131ndan \u00f6nemli g\u00f6stergelerden G\u00fcney Kore Kospi Endeksi y\u00fczde 1,5 art\u0131da seyrediyor. ABD vadeli endekslerinde de al\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm izleniyor.<\/p>\n
Brent petrol ise Katar Ba\u015fbakan\u0131\u2019n\u0131n ABD ile \u0130ran aras\u0131ndaki g\u00f6r\u00fc\u015fmeleri yeniden ba\u015flatmak amac\u0131yla Tahran\u2019\u0131 ziyaret etmeye haz\u0131rlanmas\u0131yla \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcne y\u00f6neldi. H\u00fcrm\u00fcz Bo\u011faz\u0131 ve Rusya-Ukrayna sava\u015f\u0131na ili\u015fkin jeopolitik belirsizliklerin petrol fiyatlar\u0131 a\u00e7\u0131s\u0131ndan risk unsuru olmaya devam etti\u011fi belirtilirken, Brent petrol y\u00fczde 0,48 d\u00fc\u015f\u00fc\u015fle 87,42 dolar seviyesinde bulunuyor.<\/p>\n
G\u00fcney Kore Merkez Bankas\u0131\u2019n\u0131n politika faizini 25 baz puan art\u0131rarak y\u00fczde 3\u2019e \u00e7\u0131kard\u0131\u011f\u0131 aktar\u0131l\u0131rken, Avustralya, Yeni Zelanda ve Japonya\u2019da daha s\u0131k\u0131 para politikas\u0131na ili\u015fkin beklentilerin tahvil faizleri \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturdu\u011fu ifade edildi.<\/p>\n
Piyasalar\u0131n oda\u011f\u0131nda Jackson Hole<\/strong><\/p>\n Bug\u00fcn ABD\u2019de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ile Kansas City Fed imalat aktivitesi verileri takip edilecek. 22 A\u011fustos haftas\u0131na ili\u015fkin haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n 208 bin seviyesine y\u00fckselmesi, devam eden ba\u015fvurular\u0131n ise 1,79 milyon seviyesine gerilemesi bekleniyor.<\/p>\n Jackson Hole Sempozyumu da bug\u00fcn ba\u015flayacak. 27-29 A\u011fustos tarihleri aras\u0131nda \u201cFinancial Innovation: Implications for Payments and Policy\u201d temas\u0131yla d\u00fczenlenecek sempozyumda, \u00f6zellikle 28 A\u011fustos Cuma g\u00fcn\u00fc Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n yapaca\u011f\u0131 konu\u015fma piyasalar\u0131n oda\u011f\u0131nda olacak.<\/p>\n Halk Yat\u0131r\u0131m de\u011ferlendirmesinde, yakla\u015fan Eyl\u00fcl ay\u0131 Federal A\u00e7\u0131k Piyasa Komitesi toplant\u0131s\u0131 ve faiz patikas\u0131na ili\u015fkin belirsizlik nedeniyle Warsh\u2019\u0131n verece\u011fi mesajlar\u0131n \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtildi. Warsh\u2019\u0131n daha g\u00fcvercin ve a\u00e7\u0131k bir ileti\u015fim kurarak Eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131n\u0131n g\u00fcndemde olmad\u0131\u011f\u0131 izlenimi vermesi halinde tahvil faizlerinin gerileyebilece\u011fi, alt\u0131n ve hisse senetlerinin ise de\u011fer kazanabilece\u011fi ifade edildi.<\/p>\n Endeksin g\u00fcne pozitif ba\u015flamas\u0131 bekleniyor<\/strong><\/p>\n Halk Yat\u0131r\u0131m, Jackson Hole Sempozyumu \u00f6ncesinde endeksin g\u00fcne k\u00fcresel risk alg\u0131s\u0131ndaki iyile\u015fmenin deste\u011fiyle pozitif ba\u015flamas\u0131n\u0131n beklendi\u011fini bildirdi. Yurt i\u00e7inde bug\u00fcn veri ak\u0131\u015f\u0131n\u0131n sakin olaca\u011f\u0131, yar\u0131n ise d\u0131\u015f denge ve ekonomik g\u00fcven endeksi verilerinin takip edilece\u011fi belirtildi.<\/p>\n K\u00fcresel piyasalarda ABD ekonomisinin ikinci \u00e7eyrekte beklentilere paralel y\u00fczde 1,5 b\u00fcy\u00fcd\u00fc\u011f\u00fc, temmuz ay\u0131nda dayan\u0131kl\u0131 mal sipari\u015flerinin y\u00fczde 1,1, ki\u015fisel gelirlerin y\u00fczde 0,4 ve ki\u015fisel harcamalar\u0131n y\u00fczde 0,2 artt\u0131\u011f\u0131 aktar\u0131ld\u0131. Ayn\u0131 d\u00f6nemde \u00e7ekirdek PCE fiyat endeksi y\u00fczde 0,2 y\u00fckseldi.<\/p>\n ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 2 baz puan art\u0131\u015fla y\u00fczde 4,66\u2019ya, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi ise 2 baz puan art\u0131\u015fla y\u00fczde 3,22\u2019ye y\u00fckseldi. T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k dolar cinsi CDS risk primi 219 baz puan seviyesinde i\u015flem g\u00f6r\u00fcrken, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond faizi 1 baz puan art\u0131\u015fla y\u00fczde 7,19 oldu.<\/p>\n D\u00f6viz piyasas\u0131nda Dolar Endeksi 99,196 seviyesine y\u00fckselirken, Euro\/dolar paritesi 1,1645\u2019e geriledi. Dolar\/TL spot kuru ise 48,11 seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n Yurt i\u00e7inde tahvil piyasalar\u0131nda s\u0131n\u0131rl\u0131 al\u0131c\u0131l\u0131 seyir izlenirken, 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi y\u00fczde 39,91 seviyesinde sabit kald\u0131. 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi ise 6 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 34,41 seviyesine geriledi. B\u0130ST Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacmi 26,8 milyar TL\u2019ye y\u00fckseldi.<\/p>\n <\/strong> \u0130stanbul, 27 A\u011fustos (Hibya)-Halk Yat\u0131r\u0131m, Nvidia\u2019n\u0131n beklentileri a\u015fan sonu\u00e7lar\u0131 ve g\u00fc\u00e7l\u00fc \u00f6ng\u00f6r\u00fclerinin yapay zeka yat\u0131r\u0131mlar\u0131na ili\u015fkin beklentileri desteklemesiyle Asya piyasalar\u0131nda pozitif seyrin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi. Piyasalar\u0131n oda\u011f\u0131nda ise Jackson Hole Sempozyumu ve Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n mesajlar\u0131 bulunuyor.<\/p>\n","protected":false},"author":1,"featured_media":139169,"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-139168","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\/139168","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=139168"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139168\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/139169"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=139168"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=139168"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=139168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"