Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda Asya piyasalar\u0131 \u00c7ar\u015famba g\u00fcn\u00fc dar bantta yatay seyrederken, yat\u0131r\u0131mc\u0131lar\u0131n ABD\u2019den gelecek yo\u011fun veri seti ve yakla\u015fan Fed ile BOJ faiz kararlar\u0131 \u00f6ncesinde temkinli duru\u015flar\u0131n\u0131n dikkat \u00e7ekti\u011fi belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cB\u00f6lgesel MSCI endeksi hafif y\u00fckseli\u015f g\u00f6sterirken, Hong Kong\u2019da i\u015flem g\u00f6ren \u00c7in hisseleri zay\u0131f performans sergiledi; buna kar\u015f\u0131n Marvell\u2019in veri merkezi gelirlerine dair olumlu yorumlar\u0131 sayesinde Asya teknoloji ve \u00e7ip hisseleri ABD rallisini takip etti.<\/p>\n
Bitcoin 91.000 dolar \u00fczerindeki toparlanmas\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc. \u00c7in\u2019de hizmet sekt\u00f6r\u00fcn\u00fcn son be\u015f ay\u0131n en zay\u0131f geni\u015flemesini kaydetmesi t\u00fcketici talebindeki durgunlu\u011fu yeniden g\u00fcndeme ta\u015f\u0131rken, emtia taraf\u0131nda g\u00fcm\u00fc\u015f arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 ve d\u00fc\u015f\u00fck faiz beklentileriyle rekor seviyeye ula\u015ft\u0131. Alt\u0131n da g\u00fc\u00e7lendi; petrol ise Ukrayna sava\u015f\u0131 ve diplomatik geli\u015fmelerle n\u00f6tr seyretti. Piyasalarda genel olarak k\u0131r\u0131lganl\u0131\u011fa i\u015faret eden g\u00f6r\u00fcn\u00fcm, bu hafta a\u00e7\u0131klanacak ADP istihdam, sanayi \u00fcretimi, ithalat fiyatlar\u0131 ve uzun s\u00fcredir ertelenen PCE enflasyon verilerini kritik hale getiriyor.<\/p>\n
Fed\u2019in Aral\u0131k karar\u0131 \u00f6ncesi beklentiler g\u00fcvercin tarafa a\u011f\u0131r basarken, Trump\u2019\u0131n 2026 ba\u015f\u0131nda yeni Fed ba\u015fkan\u0131 aday\u0131n\u0131 a\u00e7\u0131klayaca\u011f\u0131n\u0131 duyurmas\u0131 kuruma y\u00f6nelik politik bask\u0131n\u0131n artt\u0131\u011f\u0131na i\u015faret ediyor. Fed \u00fcyeleri aras\u0131nda uzun vadeli faiz patikas\u0131na ili\u015fkin g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n son on y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131, yakla\u015fan veri ak\u0131\u015f\u0131n\u0131n beklentileri kolayca tersine \u00e7evirebilece\u011fi riskini b\u00fcy\u00fct\u00fcrken, g\u00fc\u00e7l\u00fc gelecek herhangi bir veri s\u00fcrprizinin piyasada k\u0131sa vadeli bir d\u00fczeltmeyi tetikleyebilece\u011fi riski \u00f6n planda kalmaya devam ediyor.<\/p>\n
Avrupa borsalar\u0131 \u00c7ar\u015famba g\u00fcn\u00fcne pozitif bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131rken, k\u00fcresel risk i\u015ftah\u0131n\u0131n g\u00fc\u00e7lenmesi ve ABD Merkez Bankas\u0131\u2019ndan gelecek ilave faiz indirimlerine y\u00f6nelik beklentiler piyasalar\u0131 destekledi. Yat\u0131r\u0131mc\u0131lar, para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcne dair daha fazla ipucu almak i\u00e7in ABD\u2019den a\u00e7\u0131klanacak istihdam ve enflasyon verilerine odaklanm\u0131\u015f durumda. Avrupa cephesinde ise Ukrayna sava\u015f\u0131n\u0131 sonland\u0131rmaya y\u00f6nelik ABD\u2013Rusya g\u00f6r\u00fc\u015fmeleri yak\u0131ndan izleniyor; ancak son turda taraflar \u00f6zellikle toprak konusunda uzla\u015fma sa\u011flayamad\u0131klar\u0131 i\u00e7in somut bir ilerleme kaydedilemedi. Vadeli i\u015flemlerde Euro Stoxx 50 y\u00fczde 0,3, Stoxx 600 ise y\u00fczde 0,2 art\u0131da seyrederken, b\u00f6lge genelinde temkinli iyimserlik \u00f6n planda kalmaya devam ediyor.<\/p>\n
D\u00fcn veri ak\u0131\u015f\u0131 sakin seyrederken, kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n seyirler takip edildi. Piyasalar bug\u00fcn saat 10:00\u2019da a\u00e7\u0131klanacak enflasyon verisine odaklanm\u0131\u015f durumda. Yurt i\u00e7erisinde enflasyonun ayl\u0131k y\u00fczde 1,3 oran\u0131nda a\u00e7\u0131klanmas\u0131n\u0131 bekliyoruz. B\u00f6ylece y\u0131ll\u0131k enflasyonun y\u00fczde 32,87\u2019den y\u00fczde 31,60\u2019a gerileyece\u011fini tahmin ediyoruz. Enflasyon verisinin ard\u0131ndan g\u00f6zler 11 Aral\u0131k\u2019taki TCMB faiz karar\u0131na \u00e7evrilecek. Bu ba\u011flamda gelecek enflasyonun faiz indirim b\u00fcy\u00fckl\u00fc\u011f\u00fc a\u00e7\u0131s\u0131ndan \u00f6nemli olacak. ABD taraf\u0131nda ise ADP \u00f6zel sekt\u00f6r istihdam de\u011fi\u015fimi ve de ISM hizmet PMI verileri \u00f6n plana \u00e7\u0131kacak olup, bu sabah itibariyle FED\u2019in aral\u0131k ay\u0131nda faiz indirim olas\u0131l\u0131\u011f\u0131 y\u00fczde 89,10 d\u00fczeyinde fiyatlan\u0131yor. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,47 civar\u0131nda yataya yak\u0131n seyrine devam ediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 3 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131 \u00c7ar\u015famba g\u00fcn\u00fcne pozitif bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131rken, k\u00fcresel risk i\u015ftah\u0131n\u0131n g\u00fc\u00e7lenmesi ve ABD Merkez Bankas\u0131\u2019ndan gelecek ilave faiz indirimlerine y\u00f6nelik beklentilerin piyasalar\u0131 destekledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":14831,"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-14830","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\/14830","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=14830"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14830\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14831"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14830"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14830"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"