Gedik Yat\u0131r\u0131m\u2019\u0131n\u00a0Uluslararas\u0131 Piyasalar G\u00fcnl\u00fck B\u00fcltenine g\u00f6re, k\u00fcresel piyasalarda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde ABD ile \u0130ran aras\u0131nda yeniden y\u00fckselen askeri gerilim, petrol fiyatlar\u0131ndaki sert art\u0131\u015f ve Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
ABD\u2019nin H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresinde may\u0131n yerle\u015ftirmeye haz\u0131rland\u0131\u011f\u0131 belirtilen \u0130ran f\u00fcze rampalar\u0131n\u0131 hedef almas\u0131 ve \u0130ran\u2019\u0131n b\u00f6lgedeki ABD \u00fcslerine kar\u015f\u0131l\u0131k vermesi, yakla\u015f\u0131k bir ayl\u0131k sakinli\u011fin ard\u0131ndan jeopolitik risklerin yeniden y\u00fckselmesine neden oldu.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n k\u00fcresel enerji ticareti a\u00e7\u0131s\u0131ndan kritik \u00f6nemi nedeniyle olas\u0131 arz kesintilerine ili\u015fkin endi\u015feler artarken, Brent petrol y\u00fczde 3,6 y\u00fckselerek 91 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n
Petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin enerji maliyetleri \u00fczerinden enflasyonun y\u00fcksek kalabilece\u011fi endi\u015felerini art\u0131rd\u0131\u011f\u0131 ve merkez bankalar\u0131n\u0131n faiz indirimleri yerine daha s\u0131k\u0131 para politikalar\u0131na y\u00f6nelme ihtimalini destekledi\u011fi belirtildi.<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde, Fed taraf\u0131nda Kevin Warsh\u2019\u0131n Jackson Hole konu\u015fmas\u0131n\u0131n etkilerinin devam etti\u011fi belirtildi.<\/p>\n
Warsh, enflasyonun anlaml\u0131 \u015fekilde yava\u015flamad\u0131\u011f\u0131n\u0131, finansal ko\u015fullar\u0131n yeterince s\u0131k\u0131 olmad\u0131\u011f\u0131n\u0131 ve Fed\u2019in y\u00fczde 2 enflasyon hedefine ula\u015fmak i\u00e7in h\u00e2l\u00e2 yapmas\u0131 gerekenler bulundu\u011funu ifade ederken, k\u0131sa vadeli politika faizinin temel ara\u00e7 olmaya devam edece\u011fini vurgulad\u0131.<\/p>\n
A\u00e7\u0131klamalar \u00f6ncesinde yakla\u015f\u0131k y\u00fczde 34 seviyesinde bulunan eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131 ihtimali, swap piyasas\u0131nda yakla\u015f\u0131k y\u00fczde 60\u2019a y\u00fckseldi. Bununla birlikte Warsh\u2019\u0131n do\u011frudan eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131 sinyali vermemesi nedeniyle baz\u0131 piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n s\u00f6z konusu fiyatlamay\u0131 fazla agresif de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Hisse senedi piyasalar\u0131nda y\u00fcksek petrol fiyatlar\u0131 ve faizlerin daha uzun s\u00fcre y\u00fcksek kalabilece\u011fi beklentisi risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131.<\/p>\n
S&P 500 vadeli i\u015flemleri yakla\u015f\u0131k y\u00fczde 0,2, Nasdaq 100 vadeli i\u015flemleri y\u00fczde 0,1 gerilerken, Avrupa\u2019da Stoxx 600 y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n
Gedik Yat\u0131r\u0131m, \u00f6zellikle y\u00fcksek faizlere daha duyarl\u0131 teknoloji ve b\u00fcy\u00fcme hisseleri a\u00e7\u0131s\u0131ndan Fed beklentilerindeki de\u011fi\u015fimin \u00f6nemli bir risk olu\u015fturdu\u011funa dikkat \u00e7ekti. Buna kar\u015f\u0131l\u0131k petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin enerji \u015firketlerini destekleyebilece\u011fi belirtildi.<\/p>\n
Avrupa tahvil piyasas\u0131nda sat\u0131\u015flar\u0131n daha belirgin oldu\u011fu ifade edilirken, Almanya 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 3,3 ile May\u0131s 2011\u2019den bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Piyasalar\u0131n ECB mevduat faizinin y\u0131l sonunda yakla\u015f\u0131k y\u00fczde 2,70 seviyesine ula\u015fmas\u0131n\u0131 fiyatlad\u0131\u011f\u0131 belirtilirken, eyl\u00fclde beklenen ilk art\u0131\u015f\u0131n ard\u0131ndan y\u0131l sonuna kadar ikinci bir faiz art\u0131r\u0131m\u0131na gidilme ihtimali yakla\u015f\u0131k y\u00fczde 80 seviyesine y\u00fckseldi.<\/p>\n
\u015eirket haberleri taraf\u0131nda Chevron hisseleri, ABD ile \u0130ran aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresinde yeniden artan askeri gerilimin petrol fiyatlar\u0131n\u0131 yukar\u0131 \u00e7ekmesiyle de\u011fer kazand\u0131.<\/p>\n
Brent petrol\u00fcn 90 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan Chevron y\u00fczde 2, Exxon Mobil y\u00fczde 1,5, Occidental Petroleum y\u00fczde 1,8 ve ConocoPhillips y\u00fczde 1,3 y\u00fckseldi.<\/p>\n
Petrol sahas\u0131 hizmet \u015firketlerinden Halliburton y\u00fczde 2,5, SLB y\u00fczde 1,7 de\u011fer kazan\u0131rken, rafineri \u015firketlerinden Marathon Petroleum y\u00fczde 0,6, Phillips 66 ise y\u00fczde 1 y\u00fckseldi.<\/p>\n
Gedik Yat\u0131r\u0131m, s\u00f6z konusu geli\u015fmeleri enerji \u015firketleri a\u00e7\u0131s\u0131ndan pozitif olarak de\u011ferlendirdi.<\/p>\n
PG&E ve Edison International hisselerinde ise Kaliforniya\u2019da b\u00fcy\u00fck orman yang\u0131nlar\u0131ndan kaynaklanabilecek mali y\u00fck\u00fcn bir b\u00f6l\u00fcm\u00fcn\u00fcn elektrik \u015firketlerinden sigorta \u015firketlerine aktar\u0131lmas\u0131n\u0131 ama\u00e7layan d\u00fczenlemenin yasama s\u00fcrecinde ilerleyememesi sonras\u0131nda sert sat\u0131\u015flar g\u00f6r\u00fcld\u00fc.<\/p>\n
D\u00fczenlemenin hayata ge\u00e7memesinin, elektrik \u015firketlerinin neden olabilece\u011fi b\u00fcy\u00fck bir yang\u0131n durumunda y\u00fcksek mali y\u00fckle kar\u015f\u0131 kar\u015f\u0131ya kalabilece\u011fi endi\u015felerini art\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n
Ayn\u0131 sekt\u00f6rde faaliyet g\u00f6steren Sempra da yakla\u015f\u0131k y\u00fczde 1 geriledi. Gedik Yat\u0131r\u0131m s\u00f6z konusu geli\u015fmeleri negatif olarak de\u011ferlendirdi.<\/p>\n
Pinterest hisseleri, \u015firketin Finans Direkt\u00f6r\u00fc Julia Brau Donnelly\u2019nin ba\u015fka bir f\u0131rsat\u0131 de\u011ferlendirmek \u00fczere g\u00f6revinden ayr\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan y\u00fczde 2 geriledi.<\/p>\n
Donnelly\u2019nin 30 Ekim 2026\u2019ya kadar g\u00f6revine devam edece\u011fi, ard\u0131ndan finans ve i\u015f operasyonlar\u0131ndan sorumlu Ba\u015fkan Yard\u0131mc\u0131s\u0131 Vikram Naidu\u2019nun ge\u00e7ici olarak g\u00f6revi devralaca\u011f\u0131 bildirildi.<\/p>\n
\u015eirket, s\u00f6z konusu ayr\u0131l\u0131\u011f\u0131n faaliyetler, \u015firket politikalar\u0131 veya muhasebe uygulamalar\u0131yla ilgili herhangi bir anla\u015fmazl\u0131ktan kaynaklanmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Gedik Yat\u0131r\u0131m, geli\u015fmeyi Pinterest a\u00e7\u0131s\u0131ndan negatif olarak de\u011ferlendirdi.<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n teknik de\u011ferlendirmesine g\u00f6re Brent petrol 91,47 dolar seviyesinde i\u015flem g\u00f6r\u00fcyor. Fiyat\u0131n 50 g\u00fcnl\u00fck ortalama olan 84,52 dolar\u0131n ve 100 g\u00fcnl\u00fck ortalama olan 91,55 dolar\u0131n \u00fczerinde\/\u00e7evresinde kalmas\u0131n\u0131n k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fc destekledi\u011fi belirtildi.<\/p>\n
96,30 dolar seviyesindeki Fibonacci direnci a\u015f\u0131lmad\u0131\u011f\u0131 s\u00fcrece yukar\u0131 y\u00f6nl\u00fc hareketin g\u00fc\u00e7 kazanmas\u0131n\u0131n zor g\u00f6r\u00fcnd\u00fc\u011f\u00fc de\u011ferlendirilirken, bu b\u00f6lgenin a\u015f\u0131lmas\u0131 halinde 105,80 dolar seviyesinin yeniden g\u00fcndeme gelebilece\u011fi ifade edildi.<\/p>\n
RSI\u2019\u0131n 55 seviyesinde bulunmas\u0131n\u0131n a\u015f\u0131r\u0131 al\u0131m bask\u0131s\u0131n\u0131n olmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi belirtilirken, a\u015fa\u011f\u0131da 89,53 dolar ve \u00f6zellikle 84,52-82,26 dolar b\u00f6lgesi y\u00fckseli\u015f g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn korunmas\u0131 a\u00e7\u0131s\u0131ndan \u00f6nemli destek seviyeleri olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
K\u0131sa vadeli teknik seviyeler \u015f\u00f6yle s\u0131raland\u0131:<\/p>\n
Diren\u00e7ler: 96,30 \u2013 105,80 \u2013 120,34
Destekler: 89,53 \u2013 84,52 \u2013 82,26<\/p>\n
Ons alt\u0131n 4.448 dolar seviyesinde i\u015flem g\u00f6r\u00fcrken, son y\u00fckseli\u015fin ard\u0131ndan 4.564 dolar direncinden gelen sat\u0131\u015flarla k\u0131sa vadeli bir d\u00fczeltme ya\u015fand\u0131\u011f\u0131 belirtildi.<\/p>\n
Buna ra\u011fmen fiyat\u0131n 50 g\u00fcnl\u00fck ortalama olan 4.370 dolar\u0131n \u00fczerinde kalmas\u0131n\u0131n ana g\u00f6r\u00fcn\u00fcm\u00fc destekledi\u011fi ifade edildi. RSI\u2019\u0131n 54 seviyesinde bulunmas\u0131 momentumun dengeli oldu\u011funa i\u015faret ederken, MACD taraf\u0131ndaki zay\u0131flaman\u0131n k\u0131sa vadede y\u00fckseli\u015f h\u0131z\u0131n\u0131n azald\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Yukar\u0131 y\u00f6nl\u00fc hareketin yeniden g\u00fc\u00e7 kazanmas\u0131 i\u00e7in 4.564 dolar seviyesinin a\u015f\u0131lmas\u0131n\u0131n \u00f6nemli oldu\u011fu belirtilirken, bu seviyenin \u00fczerinde s\u0131ras\u0131yla 4.761 ve 4.958 dolar seviyelerinin hedeflenebilece\u011fi de\u011ferlendirildi.<\/p>\n
Diren\u00e7ler: 4.564 \u2013 4.761 \u2013 4.958
Destekler: 4.370 \u2013 4.320 \u2013 4.221<\/p>\n
S&P 500 vadeli endeksi 7.707 seviyesinde i\u015flem g\u00f6r\u00fcyor. Gedik Yat\u0131r\u0131m, son zirvelerden gelen sat\u0131\u015flara ra\u011fmen fiyat\u0131n 50 g\u00fcnl\u00fck ortalama olan 7.603 seviyesinin \u00fczerinde kalmas\u0131n\u0131n orta vadeli y\u00fckseli\u015f e\u011filiminin korundu\u011funa i\u015faret etti\u011fini belirtti.<\/p>\n
RSI\u2019\u0131n 53 seviyesinde olmas\u0131 momentumun dengeli kald\u0131\u011f\u0131n\u0131 g\u00f6sterirken, k\u0131sa vadede 7.725-7.823 b\u00f6lgesinin a\u015f\u0131lmas\u0131n\u0131n al\u0131mlar\u0131n yeniden g\u00fc\u00e7lenmesi a\u00e7\u0131s\u0131ndan \u00f6nemli oldu\u011fu de\u011ferlendirildi.<\/p>\n
A\u015fa\u011f\u0131da 7.603 seviyesinin kaybedilmesi durumunda ise 7.537 ve 7.471 seviyelerine do\u011fru d\u00fczeltme riskinin artabilece\u011fi belirtildi.<\/p>\n
Diren\u00e7ler: 7.725 \u2013 7.823 \u2013 7.878
Destekler: 7.603 \u2013 7.537 \u2013 7.471<\/p>\n
<\/strong> \u0130stanbul, 31 A\u011fustos (Hibya) \u2013 Gedik Yat\u0131r\u0131m\u2019\u0131n\u00a0Uluslararas\u0131 Piyasalar G\u00fcnl\u00fck B\u00fcltenine g\u00f6re, k\u00fcresel piyasalarda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde ABD ile \u0130ran aras\u0131nda yeniden y\u00fckselen askeri gerilim, petrol fiyatlar\u0131ndaki sert art\u0131\u015f ve Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":141404,"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-141403","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\/141403","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=141403"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/141403\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/141404"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=141403"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=141403"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=141403"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"