Trive Yat\u0131r\u0131m, k\u00fcresel piyasalara ili\u015fkin de\u011ferlendirmesinde, Jackson Hole Sempozyumu\u2019nun ba\u015flamas\u0131yla birlikte piyasalarda yeni bir beklenti zemininin olu\u015ftu\u011funu belirtti. Kurum, Fed\u2019in politika faizinin y\u00fczde 3,50-3,75 band\u0131nda bulundu\u011funu ve piyasalarda eyl\u00fcl ay\u0131nda faiz indirimi yerine faiz art\u0131r\u0131m\u0131 ihtimalinin tart\u0131\u015f\u0131ld\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
Trive Yat\u0131r\u0131m, ABD\u2019de a\u00e7\u0131klanan temmuz ay\u0131 verilerinde \u00e7ekirdek PCE\u2019nin y\u0131ll\u0131k y\u00fczde 3,3 ile beklentilere paralel ger\u00e7ekle\u015fti\u011fini, man\u015fet PCE\u2019nin ise y\u0131ll\u0131k y\u00fczde 3,7 ile beklentinin 0,1 puan \u00fczerinde oldu\u011funu belirtti. Verilerin ard\u0131ndan CME FedWatch verilerine g\u00f6re eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 40’a yak\u0131n seviyeden y\u00fczde 38’e geriledi\u011fi, y\u0131l i\u00e7inde bir faiz art\u0131r\u0131m\u0131 beklentisinin ise y\u00fczde 73 seviyesinde kald\u0131\u011f\u0131 ifade edildi.<\/p>\n
Kurum, Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n yar\u0131n Jackson Hole Sempozyumu kapsam\u0131nda yapaca\u011f\u0131 konu\u015fman\u0131n 16 Eyl\u00fcl\u2019deki FOMC toplant\u0131s\u0131ndan 19 g\u00fcn \u00f6nce ger\u00e7ekle\u015fece\u011fine dikkat \u00e7ekerek, piyasalar\u0131n konu\u015fmadan gelecek olas\u0131 mesajlara odakland\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Trive Yat\u0131r\u0131m, piyasalardaki ikinci \u00f6nemli geli\u015fmenin Nvidia’n\u0131n finansal sonu\u00e7lar\u0131 oldu\u011funu aktard\u0131. \u015eirketin 96 milyar dolarl\u0131k \u00e7eyrek geliri a\u00e7\u0131klad\u0131\u011f\u0131 ve veri merkezi segmentinde y\u00fczde 117 b\u00fcy\u00fcme kaydetti\u011fi belirtildi.<\/p>\n
Nvidia’n\u0131n 2028 mali y\u0131l\u0131 i\u00e7in y\u00fczde 70 gelir art\u0131\u015f\u0131na i\u015faret eden \u00f6ng\u00f6r\u00fcs\u00fcn\u00fcn, yapay zeka yat\u0131r\u0131mlar\u0131ndaki b\u00fcy\u00fcmenin devam edece\u011fine y\u00f6nelik beklentileri destekledi\u011fi kaydedildi. Buna kar\u015f\u0131n \u015firketin br\u00fct kar marj\u0131ndaki gerilemenin maliyet taraf\u0131n\u0131n da yak\u0131ndan izlenmesi gerekti\u011fine i\u015faret etti\u011fi ifade edildi. Nvidia hisselerinin sonu\u00e7lar\u0131n ard\u0131ndan seans sonras\u0131 i\u015flemlerde y\u00fczde 4’\u00fcn \u00fczerinde y\u00fckseldi\u011fi belirtildi.<\/p>\n
Petrol piyasas\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin geli\u015fmelerin takip edildi\u011fini belirten Trive Yat\u0131r\u0131m, \u0130ran ile Umman aras\u0131nda bo\u011faz sular\u0131ndaki paylar ve gelir payla\u015f\u0131m\u0131na ili\u015fkin mutabakat sa\u011fland\u0131\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n ard\u0131ndan Brent petrol\u00fcn y\u00fczde 2,62 d\u00fc\u015f\u00fc\u015fle 86,26 dolara geriledi\u011fini aktard\u0131.<\/p>\n
Kurum, Katar Ba\u015fbakan\u0131’n\u0131n Tahran’a ger\u00e7ekle\u015ftirmesi beklenen ziyaretinin de petrol piyasalar\u0131 a\u00e7\u0131s\u0131ndan izlenece\u011fini bildirdi.<\/p>\n
Trive Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, Asya piyasalar\u0131nda G\u00fcney Kore’nin pozitif ayr\u0131\u015ft\u0131\u011f\u0131, Japonya’n\u0131n yatay seyretti\u011fi ve Hong Kong’un geriledi\u011fi belirtildi. Kospi endeksinin y\u00fczde 1,57, \u015eanghay Bile\u015fik Endeksi’nin y\u00fczde 0,60 y\u00fckseldi\u011fi; Nikkei 225’in y\u00fczde 0,08 artarken Hang Seng’in y\u00fczde 0,42 geriledi\u011fi kaydedildi.<\/p>\n
ABD taraf\u0131nda ise S&P 500 vadeli endeksinin y\u00fczde 0,41, Nasdaq vadeli endeksinin y\u00fczde 0,76 ve Dow Jones vadeli endeksinin y\u00fczde 0,27 primli oldu\u011fu ifade edildi.<\/p>\n
BIST 100 endeksinin son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 0,95 y\u00fckseli\u015fle 14.610,92 puandan tamamlad\u0131\u011f\u0131n\u0131 belirten Trive Yat\u0131r\u0131m, BIST 30 endeksinin de y\u00fczde 0,88 art\u0131\u015fla 16.854,49 puana y\u00fckseldi\u011fini aktard\u0131.<\/p>\n
Y\u00fckseli\u015fte bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131, bankac\u0131l\u0131k endeksinin y\u00fczde 1,99 de\u011fer kazand\u0131\u011f\u0131 belirtildi. S\u0131nai endeksinin y\u00fczde 0,96 y\u00fckseldi\u011fi, teknoloji endeksinin y\u00fczde 1,43 ve holding endeksinin y\u00fczde 0,89 geriledi\u011fi kaydedildi.<\/p>\n
Trive Yat\u0131r\u0131m, \u201cBorsa \u0130stanbul a\u00e7\u0131s\u0131ndan bu bile\u015fim, risk i\u015ftah\u0131n\u0131 t\u00fcm\u00fcyle bozmayan ama se\u00e7ici davranmay\u0131 gerektiren bir a\u00e7\u0131l\u0131\u015f zemini anlam\u0131na geliyor\u201d de\u011ferlendirmesini yapt\u0131.<\/p>\n
Kurum, bug\u00fcn ABD’de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, \u00f6nc\u00fc mal ticareti dengesi ve Kansas City Fed imalat endeksi verilerinin takip edilece\u011fini, Jackson Hole Sempozyumu’nun ise 29 A\u011fustos’a kadar devam edece\u011fini bildirdi. Fed Ba\u015fkan\u0131 Warsh’\u0131n cuma g\u00fcn\u00fc yapaca\u011f\u0131 konu\u015fman\u0131n piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan haftan\u0131n \u00f6nemli ba\u015fl\u0131klar\u0131ndan biri olaca\u011f\u0131 belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 27 A\u011fustos (Hibya)-Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda Jackson Hole Sempozyumu ve Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n yar\u0131n yapaca\u011f\u0131 konu\u015fman\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti. Kurum, Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131n\u0131n risk i\u015ftah\u0131n\u0131 destekledi\u011fini, Borsa \u0130stanbul\u2019da ise bankac\u0131l\u0131k hisselerinin y\u00fckseli\u015fte belirleyici oldu\u011funu de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":139215,"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-139214","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\/139214","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=139214"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139214\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/139215"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=139214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=139214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=139214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"