Pusula Yat\u0131r\u0131m, k\u00fcresel ve i\u00e7 piyasalardaki geli\u015fmelere ili\u015fkin de\u011ferlendirmesinde, ABD piyasalar\u0131nda \u0130\u015f\u00e7i Bayram\u0131 tatili nedeniyle spot i\u015flemlerin bug\u00fcn kapal\u0131 oldu\u011funu, vadeli endeksler ve k\u00fcresel piyasalarda ise dalgal\u0131 seyrin s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti.\u00a0<\/p>\n
Kurum, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde ABD enflasyon verileri ile T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131na y\u00f6nelik beklentilerin riskli varl\u0131klar\u0131n y\u00f6n\u00fc \u00fczerinde etkili olaca\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, Fed Ba\u015fkan\u0131 Warsh\u2019\u0131n faiz politikas\u0131na ili\u015fkin daha sert s\u00f6ylemleri ve Citi\u2019nin eyl\u00fcl ay\u0131nda faiz art\u0131\u015f\u0131 ihtimaline y\u00f6nelik uyar\u0131lar\u0131, ABD\u2019de a\u00e7\u0131klanacak enflasyon verilerinin \u00f6nemini art\u0131r\u0131yor.<\/p>\n
ABD\u2019nin petrol ihracat\u0131n\u0131 k\u0131s\u0131tlamak yerine k\u00fcresel ham petrol ve yak\u0131t arz\u0131n\u0131 art\u0131rmaya y\u00f6nelik ad\u0131mlar\u0131 da piyasalar\u0131n takip etti\u011fi ba\u015fl\u0131klar aras\u0131nda yer al\u0131yor.<\/p>\n
Asya borsalar\u0131nda \u00c7in\u2019in kamu bankalar\u0131 ile sigorta \u015firketlerine 54 milyar dolarl\u0131k sermaye aktar\u0131m\u0131 karar\u0131 ve \u0130srail\u2019in akaryak\u0131t vergisini d\u00fc\u015f\u00fcrmesinin etkisiyle al\u0131c\u0131l\u0131 bir seyir \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Japonya\u2019da ise yeni destek amac\u0131yla d\u00f6viz rezervlerinin 79,6 milyar dolar gerilemesi dikkat \u00e7ekiyor. Avrupa taraf\u0131nda Fransa\u2019daki siyasi riskler ve Almanya\u2019n\u0131n Saksonya-Anhalt eyalet se\u00e7imlerinde AfD\u2019nin zaferi piyasalarda belirsizli\u011fi art\u0131ran geli\u015fmeler aras\u0131nda bulunuyor.<\/p>\n
Pusula Yat\u0131r\u0131m, i\u00e7 piyasalarda son d\u00f6nemde yap\u0131lan mevzuat d\u00fczenlemelerinin olu\u015fturdu\u011fu dalgalanman\u0131n ge\u00e7ici oldu\u011funu ve ak\u0131ll\u0131 para hareketinin devam etti\u011fi \u015firketlerde pozisyon al\u0131nmas\u0131n\u0131n \u00f6nemini vurgulad\u0131.<\/p>\n
Ekonomi y\u00f6netiminin 2027-2029 d\u00f6nemini kapsayan yeni Orta Vadeli Program\u0131\u2019n\u0131n (OVP), \u0130TO, T\u0130M, DE\u0130K ve \u0130ST\u0130B gibi i\u015f d\u00fcnyas\u0131 temsilcileri taraf\u0131ndan se\u00e7ici finansman ve \u00fcretim odakl\u0131 temkinli yap\u0131s\u0131 nedeniyle olumlu kar\u015f\u0131land\u0131\u011f\u0131n\u0131 belirten kurum, TCMB Ba\u015fkan\u0131 Fatih Karahan\u2019\u0131n y\u0131l sonu enflasyon revizyonuna ili\u015fkin a\u00e7\u0131klamalar\u0131 ile Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek\u2019in 484 milyar liral\u0131k kamusal tasarruf vurgusunun da \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n
Per\u015fembe g\u00fcn\u00fc ger\u00e7ekle\u015ftirilecek TCMB PPK toplant\u0131s\u0131 \u00f6ncesinde faiz oranlar\u0131nda de\u011fi\u015fiklik beklenmedi\u011fini belirten Pusula Yat\u0131r\u0131m, toplant\u0131 metnindeki tonlaman\u0131n ise yak\u0131ndan takip edilece\u011fini ifade etti.<\/p>\n
Kurumsal endeks g\u00fcncellemelerinde WisdomTree\u2019nin T\u00fcrkiye a\u011f\u0131rl\u0131\u011f\u0131n\u0131 y\u00fczde 2\u2019ye d\u00fc\u015f\u00fcrmesi ve S&P DJI\u2019\u0131n herhangi bir de\u011fi\u015fikli\u011fe gitmemesi de piyasalar\u0131n takip etti\u011fi geli\u015fmeler aras\u0131nda g\u00f6sterildi.<\/p>\n
Pusula Yat\u0131r\u0131m, para piyasas\u0131 fonlar\u0131 ile unvan\u0131nda \u201cpara piyasas\u0131\u201d ifadesi bulunan serbest fonlarda stopaj oran\u0131n\u0131n y\u00fczde 0\u2019dan y\u00fczde 10\u2019a \u00e7\u0131kar\u0131lmas\u0131n\u0131n vergisiz park alanlar\u0131n\u0131n cazibesini azaltabilece\u011fini belirtti.<\/p>\n
Kurum, d\u00fczenlemenin likiditenin kademeli olarak alternatif sermaye piyasas\u0131 ara\u00e7lar\u0131na ve k\u0131smen hisse senetlerine y\u00f6nelmesini destekleyebilece\u011fini de\u011ferlendirdi.<\/p>\n
Senet reeskont kredilerinde VRH istisnas\u0131n\u0131n yaln\u0131zca Eximbank ile s\u0131n\u0131rl\u0131 kalmayarak t\u00fcm bankac\u0131l\u0131k sistemine geni\u015fletilmesini de de\u011ferlendiren Pusula Yat\u0131r\u0131m, d\u00fczenlemenin bankalar\u0131n kredi hacmini ve komisyon gelirlerini destekleyebilecek s\u0131n\u0131rl\u0131 pozitif bir ad\u0131m oldu\u011funu ifade etti.<\/p>\n
EPDK\u2019n\u0131n 14846 say\u0131l\u0131 karar\u0131yla elektrik ve do\u011fal gaz da\u011f\u0131t\u0131m \u015firketlerine Ar-Ge b\u00fct\u00e7elerinin en az y\u00fczde 15\u2019ini \u00dcr-Ge faaliyetlerine ay\u0131rma zorunlulu\u011fu getirilmesi de Pusula Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde yer ald\u0131.<\/p>\n
Karar kapsam\u0131nda patent ba\u015f\u0131na 1,5 milyon liral\u0131k ilave kaynak sa\u011flanmas\u0131 ve yaz\u0131l\u0131m ile donan\u0131m\u0131n ticarile\u015fmesinden gelir pay\u0131 verilmesinin, \u00f6zellikle elektrik da\u011f\u0131t\u0131m \u015firketleri ba\u015fta olmak \u00fczere sekt\u00f6r bilan\u00e7olar\u0131nda teknoloji odakl\u0131 b\u00fcy\u00fcmeyi te\u015fvik edebilece\u011fi belirtildi.<\/p>\n
Adana Yumurtal\u0131k Serbest B\u00f6lgesi s\u0131n\u0131rlar\u0131n\u0131n geni\u015fletilmesi SASA a\u00e7\u0131s\u0131ndan, Eski\u015fehir \u0130n\u00f6n\u00fc\u2019de 109,4 hektarl\u0131k alan\u0131n \u00d6zel End\u00fcstri B\u00f6lgesi ilan edilmesi ise FROTO a\u00e7\u0131s\u0131ndan olumlu de\u011ferlendirildi.<\/p>\n
Pusula Yat\u0131r\u0131m, BIST 100\u2019de sat\u0131\u015f bask\u0131s\u0131n\u0131n devam etmesi halinde 13.800 seviyesinin ana destek olarak izlenece\u011fini belirtti.<\/p>\n
Yukar\u0131 y\u00f6nl\u00fc hareketin s\u00fcrmesi durumunda ise 14.549 seviyesi diren\u00e7 olarak takip edilecek.<\/p>\n
Kurum, bundan sonraki s\u00fcre\u00e7te \u00f6zellikle TCMB PPK toplant\u0131s\u0131na y\u00f6nelik beklenti fiyatlamas\u0131n\u0131n yan\u0131 s\u0131ra ABD enflasyon verilerinin riskli varl\u0131klar\u0131n y\u00f6n\u00fcn\u00fc belirlemede \u00f6nemli rol oynayaca\u011f\u0131n\u0131 ifade etti.<\/p>\n
<\/strong> \u0130stanbul, 7 Eyl\u00fcl (Hibya) – Pusula Yat\u0131r\u0131m, k\u00fcresel ve i\u00e7 piyasalardaki geli\u015fmelere ili\u015fkin de\u011ferlendirmesinde, ABD piyasalar\u0131nda \u0130\u015f\u00e7i Bayram\u0131 tatili nedeniyle spot i\u015flemlerin bug\u00fcn kapal\u0131 oldu\u011funu, vadeli endeksler ve k\u00fcresel piyasalarda ise dalgal\u0131 seyrin s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":144586,"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-144585","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\/144585","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=144585"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/144585\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/144586"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=144585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=144585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=144585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"