Gedik Yat\u0131r\u0131m'\u0131n raporunda k\u00fcresel piyasalarda bug\u00fcn odak noktas\u0131n\u0131n yeniden Fed\u2019in faiz indirimi beklentileri oldu\u011fu belirtildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Dolar endeksi 99.4 seviyesinde yatay seyrederken, yat\u0131r\u0131mc\u0131lar gelecek hafta ger\u00e7ekle\u015fecek toplant\u0131da 25 baz puanl\u0131k faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 88 olarak fiyatl\u0131yor. ABD\u2019de imalat sekt\u00f6r\u00fcn\u00fcn art arda dokuzuncu ayda da daralma g\u00f6stermesi ve verilerin d\u00f6rt ay\u0131n en zay\u0131f seviyesine i\u015faret etmesi, Fed\u2019e y\u00f6nelik gev\u015feme beklentilerini g\u00fc\u00e7lendiriyor. Bu ortamda alt\u0131n fiyatlar\u0131, d\u00fcn g\u00f6r\u00fclen alt\u0131 haftan\u0131n zirvesi sonras\u0131 k\u00e2r sat\u0131\u015flar\u0131yla 4.210 dolar seviyesine geriledi. Piyasalar ayr\u0131ca Trump\u2019\u0131n yeni Fed Ba\u015fkan\u0131 olarak Kevin Hassett\u2019i se\u00e7ti\u011fi y\u00f6n\u00fcndeki haberleri yak\u0131ndan izliyor; Hassett\u2019in d\u00fc\u015f\u00fck faiz yanl\u0131s\u0131 tutumu, para politikas\u0131 beklentilerini daha da \u015fekillendiriyor. ABD hisse senedi vadeli i\u015flemleri ise haftaya zay\u0131f ba\u015flayan risk i\u015ftah\u0131 nedeniyle yatay seyrederken, teknoloji hisselerinde de\u011ferleme ve yapay zeka yat\u0131r\u0131mlar\u0131na y\u00f6nelik endi\u015feler \u00f6ne \u00e7\u0131kt\u0131. Buna kar\u015f\u0131n Nvidia, Synopsys ile geni\u015fletilmi\u015f i\u015f birli\u011fi ve 2 milyar dolarl\u0131k yat\u0131r\u0131m a\u00e7\u0131klamas\u0131yla y\u00fczde 1,7 y\u00fckselerek sekt\u00f6rde pozitif ayr\u0131\u015ft\u0131. Hafta boyunca piyasalar\u0131n g\u00f6z\u00fc, Powell\u2019\u0131n bug\u00fcn yapaca\u011f\u0131 konu\u015fmalar ile a\u00e7\u0131klanacak ADP istihdam verisi ve h\u00fck\u00fcmet kapanmas\u0131 nedeniyle geciken Eyl\u00fcl PCE enflasyonu gibi kritik verilerde olacak.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa hisse senedi piyasalar\u0131, Aral\u0131k ay\u0131n\u0131n zay\u0131f ba\u015flang\u0131c\u0131n\u0131n ard\u0131ndan Sal\u0131 g\u00fcn\u00fc yatay ve y\u00f6ns\u00fcz bir a\u00e7\u0131l\u0131\u015fa
\nhaz\u0131rlan\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 tamamen yo\u011fun veri g\u00fcndemine kaym\u0131\u015f durumda. B\u00f6lge genelinde en kritik
\nba\u015fl\u0131k, Euro B\u00f6lgesi\u2019nin Kas\u0131m ay\u0131 \u00f6nc\u00fc enflasyon verileri olacak; rakamlar\u0131n ECB\u2019nin 2026\u2019ya kadar faizleri sabit tutaca\u011f\u0131 beklentilerini g\u00fc\u00e7lendirip g\u00fc\u00e7lendirmeyece\u011fi yak\u0131ndan izlenecek. Ayr\u0131ca Euro B\u00f6lgesi Ekim i\u015fsizlik oran\u0131, \u0130spanya ve \u0130talya\u2019dan gelecek i\u015fsizlik verileri, ekonomik aktivitenin dayan\u0131kl\u0131l\u0131\u011f\u0131na dair \u00f6nemli sinyaller verecek.<\/p>\n
ABD taraf\u0131nda ise h\u00fck\u00fcmet kapanmas\u0131 sonras\u0131 veri ak\u0131\u015f\u0131 normale d\u00f6nerken, hafta sonuna do\u011fru a\u00e7\u0131klanacak
\ngecikmi\u015f Eyl\u00fcl PCE enflasyonu piyasalar\u0131n ana g\u00fcndem maddesi olacak; enflasyonun \u0131l\u0131ml\u0131 fakat kal\u0131c\u0131 bir seyir
\nizledi\u011fine dair i\u015faretlerin gelmesi bekleniyor. Bunun yan\u0131nda Kas\u0131m ADP \u00f6zel sekt\u00f6r istihdam raporu ve Aral\u0131k \u00f6nc\u00fc t\u00fcketici g\u00fcveni verisi de k\u00fcresel risk i\u015ftah\u0131n\u0131 \u015fekillendirecek. \u015eirket bilan\u00e7olar\u0131 taraf\u0131nda bug\u00fcn \u00f6nemli bir a\u00e7\u0131klama bulunmazken, Euro Stoxx 50 ve Stoxx 600 vadeli kontratlar\u0131 a\u00e7\u0131l\u0131\u015f \u00f6ncesinde s\u0131f\u0131ra yak\u0131n seviyelerde i\u015flem g\u00f6r\u00fcyor.<\/p>\n
T\u00fcrkiye<\/p>\n
T\u00fcrkiye ekonomisi y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re beklentimiz olan y\u00fczde 3,9\u2019un hafif
\nalt\u0131nda y\u00fczde 3,7 oran\u0131nda b\u00fcy\u00fcme kaydetti. \u0130SO T\u00fcrkiye \u0130malat PMI kas\u0131m ay\u0131nda 1,5 puanl\u0131k y\u00fckseli\u015fle 48,0
\nseviyesine y\u00fckselirken, 50 e\u015fik de\u011ferin alt\u0131nda kalmaya devam etti. Di\u011fer taraftan \u0130TO \u0130stanbul T\u00fcketici Fiyat
\nEndeksi kas\u0131m ay\u0131nda ayl\u0131k y\u00fczde 1,19 ve y\u0131ll\u0131k y\u00fczde 38,28 oran\u0131nda art\u0131\u015f kaydetti. Veri yar\u0131nki T\u00dcFE verisi \u00f6ncesi yak\u0131ndan izlendi. ABD taraf\u0131nda ISM \u0130malat PMI verisi kas\u0131m ay\u0131nda beklentilerin alt\u0131nda 48,2 d\u00fczeyinde
\nger\u00e7ekle\u015fti. Yurt i\u00e7inde a\u00e7\u0131klanan verilerin ard\u0131ndan kurda s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f e\u011filimleri kaydedildi. Bug\u00fcn veri ak\u0131\u015f\u0131 sakin seyredecek olup, yar\u0131nki enflasyon rakam\u0131 piyasalar\u0131n oda\u011f\u0131nda olacak. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,46 civar\u0131nda yataya yak\u0131n seyirler izliyor.”<\/p>\n
<\/strong> \u0130stanbul, 2 Aral\u0131k (Hibya)- Gedik Yat\u0131r\u0131m, alt\u0131n fiyatlar\u0131n\u0131n d\u00fcn g\u00f6r\u00fclen alt\u0131 haftan\u0131n zirvesi sonras\u0131 k\u00e2r sat\u0131\u015flar\u0131yla 4.210 dolar seviyesine geriledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":14282,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-14281","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14281","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=14281"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14281\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14282"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"