Alnus Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, B\u0130ST-100 endeksinin, yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne; sadece 0.59 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flang\u0131\u00e7 yapt\u0131\u011f\u0131 belirtildi. Sabah saatlerinde a\u00e7\u0131klanan \u0130TO \u0130stanbul T\u00dcFE verisinin, \u00c7ar\u015famba g\u00fcn\u00fc T\u00dc\u0130K\u2019ten gelecek Kas\u0131m ay\u0131 T\u00dcFE\u2019sinde de d\u00fc\u015f\u00fck bir art\u0131\u015f ya\u015fanaca\u011f\u0131na (dolay\u0131s\u0131yla TCMB\u2019nin daha y\u00fcksek faiz indirebilece\u011fine) y\u00f6nelik beklentileri art\u0131rmas\u0131yla; endekste XBANK hisseleri \u00f6nderli\u011finde ralli olu\u015ftu\u011fu vurguland\u0131. De\u011ferlendirmede ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“Yukar\u0131 tarafta 11.125,72 seviyesinin test edildi\u011fi seans\u0131n sonunu; y\u00fczde 2,00 oran\u0131ndaki g\u00fc\u00e7l\u00fc y\u00fckseli\u015fle, 11.116,45 puandan noktalad\u0131k. Endeksin i\u015flem hacmi de; \u00f6nceki g\u00fcnk\u00fc 108,2 Milyar TL d\u00fczeyinden 135,4 Milyar TL\u2019ye y\u00fckseldi. Endekse puan baz\u0131nda en fazla pozitif etki eden \u015firket hisseleri; 15,91 puan ile YKBNK, 13,60 puan ile ASELS ve 12,25 puan ile AKBNK oldu.<\/p>\n
Yurt i\u00e7i ekonomik takvimde, T\u00fcrkiye \u0130statistik Kurumu (T\u00dc\u0130K) taraf\u0131ndan d\u00fcn a\u00e7\u0131klanan 3.\u00c7eyrek Gayri Safi Yurt \u0130\u00e7i Has\u0131la veri setinde; bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 1,1, y\u0131ll\u0131k bazda ise y\u00fczde 3,7 oranlar\u0131nda b\u00fcy\u00fcme kaydetti. \u0130stanbul Sanayi Odas\u0131 (\u0130SO)\u2019n\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 Kas\u0131m ay\u0131 T\u00fcrkiye \u0130malat PMI; Ekim\u2019e g\u00f6re art\u0131\u015fla 48,0 seviyesine geldi ve b\u00f6ylece, son dokuz ay\u0131n en y\u00fcksek d\u00fczeyine ula\u015ft\u0131. \u0130stanbul Ticaret Odas\u0131(\u0130TO)\u2019n\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 Kas\u0131m ay\u0131n\u0131n \u0130stanbul T\u00fcketici Fiyat Endeksi ise; ayl\u0131k y\u00fczde 1,19 oran\u0131nda art\u0131\u015f kaydederken, y\u0131ll\u0131k olarak y\u00fczde 38,28 d\u00fczeyinde ger\u00e7ekle\u015fti. Son olarak, Bankac\u0131l\u0131k D\u00fczenleme ve Denetleme Kurumu (BDDK)\u2019ndan gelen data setinde; sekt\u00f6r\u00fcn Ekim ay\u0131nda elde etti\u011fi toplam kar tutar\u0131, ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131nda g\u00f6re y\u00fczde 48,44 oran\u0131nda art\u0131\u015fla 81 Milyar 960 Milyon TL olurken, y\u0131l\u0131n ilk on ay\u0131ndaki toplam net kar ise 751 Milyar 636 Milyon TL tutar\u0131nda yer ald\u0131.<\/p>\n
K\u00fcresel tarafta ise, d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcnde maj\u00f6r ekonomilerin Kas\u0131m ay\u0131 imalat PMI(Sat\u0131n Alma M\u00fcd\u00fcrleri Endeksi) verileri takip edildi. \u00c7in\u2019de Caixin taraf\u0131ndan a\u00e7\u0131klanan veri daralma b\u00f6lgesine girerken, zaten 50 e\u015fik de\u011ferinin alt\u0131nda yer alan Almanya ve Euro B\u00f6lgesi\u2019nin S&P Global taraf\u0131ndan duyurulan datalar\u0131 daha da k\u00f6t\u00fcle\u015fti. \u0130ngiltere verisi 50,2\u2019lik \u00f6nc\u00fc rakama paralel a\u00e7\u0131klan\u0131rken, yakla\u015fan Fed\/FOMC kararlar\u0131 a\u00e7\u0131s\u0131ndan dikkatlerin \u00e7evrildi\u011fi ABD taraf\u0131nda ise; S&P\u2019den gelen \u00dcretim PMI verisi 51,9\u2019dan 52,2\u2019ye y\u00fckselmesine kar\u015f\u0131n, ISM\u2019\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 \u0130malat PMI 48,7\u2019den 48,2\u2019ye geriledi. D\u00fcn, global haber ak\u0131\u015flar\u0131 taraf\u0131nda; Rusya-Ukrayna sava\u015f\u0131na ili\u015fkin geli\u015fmeler g\u00fcndemdeki yerini korumaya devam etti. Hafta sonunda, Ukrayna taraf\u0131ndan Rusya\u2019n\u0131n g\u00f6lge tanker filosuna d\u00fczenlenen insans\u0131z hava arac\u0131 sald\u0131r\u0131s\u0131 d\u00fczenlemesi tedirginli\u011fe neden olurken, buna kar\u015f\u0131n ABD taraf\u0131ndan gelen a\u00e7\u0131klamalar: ABD ve Ukrayna aras\u0131ndaki m\u00fczakerelerin zorlu ancak verimli ge\u00e7ti\u011fi y\u00f6n\u00fcndeydi. Kremlin S\u00f6zc\u00fcs\u00fc Dmitriy Peskov ise: Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin\u2019in, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u00d6zel Temsilcisi Steve Witkoff ile g\u00f6r\u00fc\u015fece\u011fini bildirirken, \u201cS\u00fcrecin ba\u015far\u0131l\u0131 \u015fekilde sonu\u00e7lanmas\u0131 i\u00e7in megafon diplomasisini tercih etmiyoruz.\u201d ifadelerini kulland\u0131.<\/p>\n
Yeni g\u00fcne, Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n bir \u00fcniversitede yapt\u0131\u011f\u0131 konu\u015fmas\u0131yla ba\u015flad\u0131k. Ancak Powell, yakla\u015fan Fed\/FOMC toplant\u0131lar\u0131n\u0131n getirdi\u011fi suskunluk d\u00f6nemi nedeniyle para politikas\u0131na dair a\u00e7\u0131klamalarda bulunmad\u0131. \u015eu an i\u00e7in, ABD ve Avrupa\u2019n\u0131n vadeli endeksleri ile Asya borsalar\u0131 b\u00fcy\u00fck oranda pozitif bir seyir izliyor. B\u0130ST-100 endeksinin de, g\u00fcne \u2018al\u0131c\u0131l\u0131\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7inde bug\u00fcn, makro veri ak\u0131\u015f\u0131 bulunmazken; ekonomi kurmaylar\u0131ndan gelebilecek a\u00e7\u0131klamalar\u0131 takip edece\u011fiz. K\u00fcresel ekonomik takvimde ise; \u0130ngiltere\u2019nin Kas\u0131m ay\u0131 Nationwide Konut Fiyat Endeksi, Euro B\u00f6lgesi\u2019nin Kas\u0131m ay\u0131 \u00d6nc\u00fc T\u00dcFE verileri ile Ekim ay\u0131 \u0130\u015fsizlik Oran\u0131, ABD\u2019nin ise; federal h\u00fckumetin kapal\u0131l\u0131\u011f\u0131 nedeniyle iki ayd\u0131r a\u00e7\u0131klanamayan Eyl\u00fcl ay\u0131 JOLTS(A\u00e7\u0131k \u0130\u015f Say\u0131lar\u0131) data seti \u00f6ne \u00e7\u0131kabilir. Ayr\u0131ca, Rusya-Ukrayna bar\u0131\u015f plan\u0131na ili\u015fkin geli\u015fmeler, ticaret sava\u015flar\u0131 ba\u015fl\u0131klar\u0131 ve yakla\u015fan Fed\/FOMC toplant\u0131lar\u0131na y\u00f6nelik beklentiler de k\u00fcresel fiyatlamalar \u00fczerinde belirleyici olabilir.”<\/p>\n
<\/strong> \u0130stanbul, 2 Aral\u0131k (Hibya) – Alnus Yat\u0131r\u0131m, B\u0130ST-100 endeksinin, g\u00fcne al\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":14222,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-14221","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14221","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=14221"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14221\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14222"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14221"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14221"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"