BMD Ara\u015ft\u0131rma\u2019n\u0131n raporunda g\u00fcne y\u00fczde 0,32 art\u0131\u015fla 11.151,76 puandan ba\u015flayan ve seans i\u00e7inde 11.093-11.185 aral\u0131\u011f\u0131nda hareket eden B\u0130ST100 Endeksinin, y\u00fczde 0,06 kazan\u00e7la 11.123,47 puandan g\u00fcn\u00fc tamamlad\u0131\u011f\u0131 belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cBankac\u0131l\u0131k Endeksi y\u00fczde 0,37 de\u011fer kaybederken S\u0131nai Endeks y\u00fczde 0,60 de\u011fer kazand\u0131. T\u00fcrkiye 2 y\u0131ll\u0131k tahvil faizi bir \u00f6nceki kapan\u0131\u015fa g\u00f6re 7 baz puan azal\u0131\u015fla y\u00fczde 38,58 seviyesinden ve 10 y\u0131ll\u0131k tahvil faizi 9 baz puan azalarak y\u00fczde 31,24 seviyesinden i\u015flem g\u00f6rd\u00fc. Dolar\/TL 42,38-42,48 ve Euro\/TL 48,40-49,39 aral\u0131\u011f\u0131nda hareket etti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131 231 oldu.<\/p>\n
Ekonomik Kalk\u0131nma ve \u0130\u015fbirli\u011fi \u00d6rg\u00fct\u00fc (OECD), Ekonomik G\u00f6r\u00fcn\u00fcm raporunda T\u00fcrkiye i\u00e7in b\u00fcy\u00fcme tahminini 2025 y\u0131l\u0131 i\u00e7in y\u00fczde 3,2'den y\u00fczde 3,6'ya, 2026 y\u0131l\u0131 i\u00e7in y\u00fczde 3,2'den y\u00fczde 3,4'e y\u00fckseltti. Kurum, T\u00fcrkiye b\u00fcy\u00fcme tahminini 2027 y\u0131l\u0131 i\u00e7in y\u00fczde 4 olarak a\u00e7\u0131klad\u0131.<\/p>\n
Raporda, enflasyon tahmini de yukar\u0131 y\u00f6nl\u00fc revize edilerek 2025 y\u0131l\u0131 enflasyon beklentisi y\u00fczde 33,5'ten y\u00fczde 34,5'e, 2026 y\u0131l\u0131 man\u015fet enflasyon tahmini y\u00fczde 19,2'den y\u00fczde 20,8'e \u00e7\u0131kar\u0131ld\u0131 ve 2027 y\u0131l\u0131 y\u0131ll\u0131k man\u015fet enflasyon beklentisi ise y\u00fczde 11,7 olarak a\u00e7\u0131kland\u0131. OECD, k\u00fcresel ekonomiye y\u00f6nelik tahminlerinde ise de\u011fi\u015fikli\u011fe gitmedi ve k\u00fcresel ekonominin bu y\u0131l y\u00fczde 3,2 ve 2026'da y\u00fczde 2,9 b\u00fcy\u00fcyece\u011fini \u00f6ng\u00f6rd\u00fc. Raporda, k\u00fcresel ekonominin tarifeler ve belirsizliklere ra\u011fmen beklenenden g\u00fc\u00e7l\u00fc oldu\u011fu belirtildi.<\/p>\n
ABD Borsalar\u0131nda pozitif seyir izlendi. Kapan\u0131\u015fta Dow Jones Endeksi, y\u00fczde 0,39 artarak 47.474,46 puana, S&P500 Endeksi y\u00fczde 0,25 art\u0131\u015fla 6.829,37 puana ve Nasdaq Endeksi y\u00fczde 0,59 kazan\u00e7la 23.413,67 puana y\u00fckseldi Avrupa Borsalar\u0131 ise g\u00fcn\u00fc kar\u0131\u015f\u0131k seyirle tamamlad\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, yeni Fed ba\u015fkan\u0131n\u0131 2026 y\u0131l\u0131n\u0131n ba\u015flar\u0131nda a\u00e7\u0131klayaca\u011f\u0131n\u0131 s\u00f6yledi. Ayr\u0131ca Trump, Beyaz Saray'da d\u00fczenlenen bir toplant\u0131da, Ulusal Ekonomi Konseyi Direkt\u00f6r\u00fc Kevin Hassett i\u00e7in “potansiyel Fed ba\u015fkan\u0131 da burada bulunuyor” dedi.<\/p>\n
Euro B\u00f6lgesi\u2019nde t\u00fcketici fiyat endeksi, Kas\u0131m ay\u0131nda ayl\u0131k y\u00fczde 0,3 azal\u0131rken Ekim ay\u0131nda y\u00fczde 2,1 olan y\u0131ll\u0131k enflasyon, Kas\u0131m ay\u0131nda y\u00fczde 2,2\u2019ye y\u00fckseldi. Euro B\u00f6lgesi\u2019nde i\u015fsizlik oran\u0131 Ekim ay\u0131nda y\u00fczde 6,4 oldu.<\/p>\n
Bug\u00fcn g\u00fcndemdekiler\u2026 Yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131 kar\u0131\u015f\u0131k bir seyir izliyor. Dow Jones vadeli endeksi y\u00fczde 0,21 art\u0131da. Dolar\/TL 42,46 ve Euro\/TL 49,47 seviyelerinden i\u015flem g\u00f6r\u00fcyor. Dolar endeksi 99,17 seviyesinde bulunurken Euro\/Dolar paritesi 1,1645 s\u0131n\u0131r\u0131nda. Brent tipi petrol 62,58 dolardan, alt\u0131n\u0131n onsu 4.206,96 dolardan ve gram\u0131 ise 5.742,9 liradan al\u0131c\u0131 buluyor.\u00a0\u00a0\u00a0<\/p>\n
Bug\u00fcn yurt i\u00e7inde t\u00fcketici fiyat endeksi ve yurt i\u00e7i \u00fcretici fiyat endeksi yurt d\u0131\u015f\u0131nda ise Almanya, Euro B\u00f6lgesi, \u0130ngiltere ve ABD\u2019de PMI verileri takip edilecek. Ayr\u0131ca ABD\u2019de \u00fcretici fiyat endeksi, ADP \u00f6zel sekt\u00f6r istihdam\u0131, sanayi \u00fcretimi verileri takip edilecek.<\/p>\n
Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 (Beklenti) Anketi\u2026 Kas\u0131m 2025 tarihli TCMB piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketine g\u00f6re; Ekim ay\u0131nda y\u00fczde 2,55 artan T\u00dcFE\u2019nin Kas\u0131m ay\u0131nda y\u00fczde 1,59 ve Aral\u0131k ay\u0131nda y\u00fczde 1,16, 2025 sonunda y\u00fczde 32,20 ve 2026 sonunda y\u00fczde 23,21 artmas\u0131 beklenmektedir. Yine ayn\u0131 ankette Dolar\/TL\u2019nin 2025 sonunda 43,42 ve 12 ay sonras\u0131nda ise 50,62 olmas\u0131 \u00f6ng\u00f6r\u00fclmektedir. Cari dengenin 2025 sonunda 20,9 milyar dolar, 2026 sonunda ise 24,3 milyar dolar a\u00e7\u0131k vermesi beklenmektedir. GSYH b\u00fcy\u00fcmesinin 2025 ve 2026\u2019da s\u0131ras\u0131yla y\u00fczde 3,4 ve y\u00fczde 3,8 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fclmektedir. TCMB haftal\u0131k repo faizinin 2025 y\u0131l sonunda y\u00fczde 38,28 ve 2026 y\u0131l sonunda ise y\u00fczde 27,78 olmas\u0131 beklenmektedir.<\/p>\n
\u015eirket haberleri<\/p>\n
ARD Grup Bili\u015fim Teknolojileri A.\u015e. (ARDYZ; Haberin etkisi: Pozitif)<\/p>\n
\u015eirket ile Local Us Bili\u015fim A.\u015e. aras\u0131nda, bir kamu kurumunun servis taban\u0131n\u0131n olu\u015fturulmas\u0131na y\u00f6nelik “mikroservis tabanl\u0131 ve yapay zek\u00e2 destekli veri taban\u0131 y\u00f6netim platformu donan\u0131m tedari\u011fi” i\u015fi projesi i\u00e7in KDV Dahil 2.816.640 USD (119.520.457 TL) bedelle s\u00f6zle\u015fme imzalanm\u0131\u015ft\u0131r.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Ayr\u0131ca \u015eirket, kamu i\u015ftiraki olan savunma sanayi \u015firketinden 122.400 USD (5.193.885 TL) (KDV dahil) bedel ile kurumsal a\u011f g\u00fcvenli\u011fini sa\u011flamak amac\u0131 ile kullan\u0131lan “Blue Coat \/ Symantec (Broadcom)” lisans sipari\u015fi alm\u0131\u015ft\u0131r.\u201d<\/p>\n
<\/strong> \u0130stanbul, 3 Aral\u0131k (Hibya) \u2013 BMD Ara\u015ft\u0131rma, yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131n\u0131n kar\u0131\u015f\u0131k bir seyir izledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":14815,"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-14814","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\/14814","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=14814"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14814\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14815"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14814"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14814"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"