Gedik Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, k\u00fcresel piyasalarda g\u00fc\u00e7l\u00fc ABD istihdam verileri, Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131rabilece\u011fi beklentisi ve ABD-\u0130ran geriliminin petrol arz\u0131na ili\u015fkin endi\u015feleri art\u0131rmas\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
ABD\u2019de cuma g\u00fcn\u00fc Nasdaq 100 y\u00fczde 0,2, Philadelphia Yar\u0131 \u0130letken Endeksi ise y\u00fczde 3,4 y\u00fckseldi. G\u00fc\u00e7l\u00fc istihdam verilerinin Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131rma ihtimalini g\u00fc\u00e7lendirmesine ra\u011fmen yapay zeka temas\u0131na y\u00f6nelik al\u0131mlar\u0131n devam etti\u011fi belirtilirken, bu g\u00f6r\u00fcn\u00fcm Asya\u2019daki teknoloji hisselerine de yans\u0131d\u0131.<\/p>\n
Enerji piyasas\u0131nda ise ABD ile \u0130ran aras\u0131ndaki kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar ve \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresinde yeni bir k\u0131s\u0131tl\u0131 b\u00f6lge ilan etmeye haz\u0131rlanmas\u0131 arz endi\u015felerini art\u0131rd\u0131. Brent petrol y\u00fczde 0,8 y\u00fckselerek 97 dolar, WTI petrol ise 92 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc.<\/p>\n
ABD\u2019de a\u011fustos ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam 162 bin ki\u015fi artarak piyasa beklentisinin \u00fczerinde ger\u00e7ekle\u015fti. \u0130\u015fsizlik oran\u0131 y\u00fczde 4,1 ile beklentilere paralel gelirken, ortalama saatlik kazan\u00e7lar ayl\u0131k bazda y\u00fczde 0,3 artt\u0131.<\/p>\n
Gedik Yat\u0131r\u0131m, g\u00fc\u00e7l\u00fc istihdam verileriyle birlikte y\u00fckselen petrol fiyatlar\u0131n\u0131n cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD enflasyon verisinin \u00f6nemini art\u0131rd\u0131\u011f\u0131n\u0131 belirtti. Beklentilerin \u00fczerinde gelecek bir enflasyon verisinin Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131rma olas\u0131l\u0131\u011f\u0131n\u0131 g\u00fc\u00e7lendirebilece\u011fi, daha d\u00fc\u015f\u00fck bir verinin ise faizlerin sabit tutulaca\u011f\u0131 beklentisini destekleyebilece\u011fi ifade edildi.<\/p>\n
G\u00fc\u00e7l\u00fc istihdam verilerinin ard\u0131ndan Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131rma ihtimali bu sabah itibar\u0131yla y\u00fczde 58,5 seviyesinde fiyatlan\u0131yor.<\/p>\n
ABD\u2019deki yapay zeka odakl\u0131 teknoloji hisselerindeki y\u00fckseli\u015f Asya piyasalar\u0131na da yans\u0131d\u0131. \u00c7in\u2019in ekonomik yava\u015flamaya kar\u015f\u0131 kredi kapasitesini desteklemek amac\u0131yla b\u00fcy\u00fck banka ve sigorta \u015firketlerine 300 milyar yuan sermaye aktarmaya haz\u0131rlanmas\u0131 da Asya piyasalar\u0131ndaki g\u00f6r\u00fcn\u00fcm\u00fc destekleyen geli\u015fmeler aras\u0131nda yer ald\u0131.<\/p>\n
D\u00f6viz piyasas\u0131nda ise Japonya\u2019n\u0131n kamu emeklilik fonunun yerel varl\u0131klara yat\u0131r\u0131mlar\u0131n\u0131 art\u0131rabilece\u011fi ve Japonya Merkez Bankas\u0131\u2019n\u0131n faiz art\u0131rabilece\u011fi beklentileriyle yen dolar kar\u015f\u0131s\u0131nda 155,80 seviyesine kadar g\u00fc\u00e7lendi.<\/p>\n
ABD\u2019de \u0130\u015f\u00e7i Bayram\u0131 nedeniyle nakit tahvil piyasalar\u0131n\u0131n kapal\u0131 olaca\u011f\u0131 belirtildi.<\/p>\n
Avrupa piyasalar\u0131n\u0131n haftaya yatay ve temkinli ba\u015flamas\u0131n\u0131n beklendi\u011fini belirten Gedik Yat\u0131r\u0131m, g\u00fc\u00e7l\u00fc ABD istihdam verilerinin ard\u0131ndan Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131rabilece\u011fine y\u00f6nelik beklentilerin risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
Avrupa Merkez Bankas\u0131\u2019n\u0131n da bu hafta politika faizini 25 baz puan art\u0131rarak y\u00fczde 2,75 seviyesine y\u00fckseltmesinin beklendi\u011fi, piyasalarda aral\u0131k ay\u0131nda bir faiz art\u0131\u015f\u0131n\u0131n daha fiyatland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
ABD ile \u0130ran aras\u0131ndaki kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n ard\u0131ndan petrol fiyatlar\u0131nda ya\u015fanan y\u00fckseli\u015fin enflasyon endi\u015felerini art\u0131rarak merkez bankalar\u0131n\u0131n s\u0131k\u0131 para politikalar\u0131n\u0131 destekledi\u011fi belirtildi.<\/p>\n
Euro B\u00f6lgesi\u2019nde bug\u00fcn ikinci \u00e7eyrek b\u00fcy\u00fcme verisinin yeni tahmini ve istihdam de\u011fi\u015fimine ili\u015fkin nihai rakamlar takip edilecek.<\/p>\n
EUR\/USD paritesi, beklentilerin \u00fczerinde gelen ABD istihdam verisinin dolar\u0131 g\u00fc\u00e7lendirmesi ve Fed\u2019in faiz art\u0131raca\u011f\u0131 beklentisinin desteklenmesiyle 1,16 dolar\u0131n alt\u0131na geriledi.<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n teknik de\u011ferlendirmesinde EUR\/USD i\u00e7in destek seviyeleri 1,1587, 1,1561 ve 1,1538, diren\u00e7 seviyeleri ise 1,1635, 1,1658 ve 1,1684 olarak s\u0131raland\u0131.<\/p>\n
GBP\/USD ise g\u00fc\u00e7l\u00fc ABD istihdam verisinin etkisiyle 1,35 dolar seviyesine gerileyerek iki haftan\u0131n en d\u00fc\u015f\u00fck seviyesine yakla\u015ft\u0131. Paritede destek seviyeleri 1,3481, 1,3447 ve 1,3413, diren\u00e7 seviyeleri ise 1,3548, 1,3582 ve 1,3616 olarak verildi.<\/p>\n
\u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n eyl\u00fcl toplant\u0131s\u0131nda faizleri sabit tutarak Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n enerji fiyatlar\u0131 ve enflasyon \u00fczerindeki etkisini izlemesinin beklendi\u011fi belirtildi.<\/p>\n
Alt\u0131n, g\u00fc\u00e7l\u00fc ABD istihdam verilerinin Fed\u2019in yak\u0131n zamanda faiz art\u0131rabilece\u011fi beklentisini g\u00fc\u00e7lendirmesiyle 4.400 dolar seviyesine geriledi. ABD-\u0130ran geriliminin petrol fiyatlar\u0131 \u00fczerinden enflasyon bask\u0131s\u0131n\u0131 art\u0131rabilece\u011fi endi\u015fesinin de de\u011ferli metal \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtildi.<\/p>\n
XAU\/USD i\u00e7in destek seviyeleri 4.367, 4.303 ve 4.242 dolar, diren\u00e7 seviyeleri ise 4.492, 4.554 ve 4.618 dolar olarak a\u00e7\u0131kland\u0131.<\/p>\n
G\u00fcm\u00fc\u015f ise 66 dolar\u0131n alt\u0131na gerileyerek d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc. XAG\/USD i\u00e7in destek seviyeleri 64,87, 63,57 ve 62,42 dolar, diren\u00e7 seviyeleri ise 67,33, 68,48 ve 69,79 dolar oldu.<\/p>\n
Brent petrol, ABD ile \u0130ran aras\u0131ndaki gerilimin enerji ak\u0131\u015f\u0131n\u0131 uzun s\u00fcre aksatabilece\u011fi endi\u015fesiyle 97 dolar\u0131n \u00fczerine \u00e7\u0131karak \u00fc\u00e7 ayl\u0131k zirvesine yakla\u015ft\u0131.<\/p>\n
ABD\u2019nin \u00fc\u00e7 \u0130ran petrol tankerini vurmas\u0131n\u0131n ard\u0131ndan \u0130ran\u2019\u0131n ABD ba\u011flant\u0131l\u0131 gemileri hedef ald\u0131\u011f\u0131n\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131 d\u0131\u015f\u0131nda k\u0131s\u0131tl\u0131 bir deniz b\u00f6lgesi olu\u015fturaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 belirtildi. ABD\u2019nin b\u00f6lgedeki donanma varl\u0131\u011f\u0131n\u0131 ve \u0130ran petrol ihracat\u0131na y\u00f6nelik ablukay\u0131 s\u00fcrd\u00fcrece\u011fini a\u00e7\u0131klamas\u0131yla arz risklerinin yeniden fiyatland\u0131\u011f\u0131 ifade edildi.<\/p>\n
Brent petrol\u00fcn ge\u00e7en haftadan bu yana yakla\u015f\u0131k y\u00fczde 10 y\u00fckseldi\u011fi belirtilirken, teknik olarak 93,85, 91,80 ve 90,45 dolar destek; 97,25, 98,60 ve 100,65 dolar diren\u00e7 seviyeleri olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
WTI petrol ise 93 dolara yakla\u015farak \u00fc\u00e7 ayl\u0131k zirvesine \u00e7\u0131kt\u0131. WTI i\u00e7in destek seviyeleri 89,27, 87,28 ve 85,84 dolar, diren\u00e7 seviyeleri ise 92,70, 94,14 ve 96,13 dolar olarak a\u00e7\u0131kland\u0131.<\/p>\n
Nasdaq, g\u00fc\u00e7l\u00fc ABD istihdam verilerinin Fed\u2019in faiz art\u0131rma ihtimalini g\u00fc\u00e7lendirmesine ra\u011fmen cuma g\u00fcn\u00fcn\u00fc y\u00fczde 0,2 y\u00fckseli\u015fle tamamlad\u0131.<\/p>\n
Microsoft, Tesla ve Palantir hisseleri gerilerken, OpenAI\u2019\u0131n yeni modelinin yapay zek\u00e2 i\u015flem g\u00fcc\u00fcne y\u00f6nelik talebi art\u0131raca\u011f\u0131 beklentisi Nvidia, Micron, Intel, Marvell ve AMD hisselerini destekledi. Endeks haftal\u0131k bazda y\u00fczde 0,4 y\u00fckseldi.<\/p>\n
Nasdaq yak\u0131n vadeli kontratlar\u0131nda 29.431, 29.335 ve 29.201 seviyeleri destek, 29.661, 29.794 ve 29.891 seviyeleri diren\u00e7 olarak takip ediliyor.<\/p>\n
Dow Jones, y\u00fckselen tahvil faizlerinin kredi ko\u015fullar\u0131na duyarl\u0131 hisseler \u00fczerinde bask\u0131 olu\u015fturmas\u0131yla cuma g\u00fcn\u00fc 272 puan geriledi. JPMorgan y\u00fczde 0,9, Visa ise y\u00fczde 1 de\u011fer kaybetti.<\/p>\n
Endeks haftal\u0131k bazda y\u00fczde 0,3 gerilerken, Dow Jones yak\u0131n vadeli kontratlar\u0131nda 53.095, 52.898 ve 52.560 seviyeleri destek; 53.629, 53.967 ve 54.163 seviyeleri diren\u00e7 olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Gedik Yat\u0131r\u0131m, yurt i\u00e7inde ge\u00e7en hafta dolar\/TL\u2019de d\u00fc\u015f\u00fck volatiliteyle s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin devam etti\u011fini belirtti.<\/p>\n
Yurt i\u00e7inde a\u00e7\u0131klanan Orta Vadeli Program\u2019da 2026 y\u0131l sonu enflasyon tahmini y\u00fczde 16\u2019dan y\u00fczde 28,4\u2019e y\u00fckseltilirken, b\u00fcy\u00fcme tahmini y\u00fczde 3,8\u2019den y\u00fczde 3,3\u2019e d\u00fc\u015f\u00fcr\u00fcld\u00fc.<\/p>\n
Dolar\/TL, 7 Eyl\u00fcl sabah\u0131 saat 08.00 itibar\u0131yla 48,43 civar\u0131nda haftaya yataya yak\u0131n ba\u015flad\u0131.<\/p>\n
Gedik Yat\u0131r\u0131m, bug\u00fcn yurt i\u00e7inde ve ABD\u2019de veri ak\u0131\u015f\u0131n\u0131n sakin olaca\u011f\u0131n\u0131 belirtti.<\/p>\n
<\/strong> \u0130stanbul, 7 Eyl\u00fcl (Hibya) – Gedik Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, k\u00fcresel piyasalarda g\u00fc\u00e7l\u00fc ABD istihdam verileri, Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131rabilece\u011fi beklentisi ve ABD-\u0130ran geriliminin petrol arz\u0131na ili\u015fkin endi\u015feleri art\u0131rmas\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":144708,"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-144707","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\/144707","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=144707"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/144707\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/144708"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=144707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=144707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=144707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"