Halk Yat\u0131r\u0131m\u2019\u0131n raporunda ABD endekslerinin, d\u00fcn g\u00fcn\u00fcn ikinci yar\u0131s\u0131nda toparlanarak \u00f6nceki seanstaki kay\u0131plar\u0131n bir k\u0131sm\u0131n\u0131 telafi etti\u011fi belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cBitcoin\u2019in y\u00fczde 7\u2019lik g\u00fc\u00e7l\u00fc d\u00f6n\u00fc\u015f\u00fc, \u00f6nceki g\u00fcn ya\u015fanan sert sat\u0131\u015flar\u0131n ard\u0131ndan risk i\u015ftah\u0131n\u0131 desteklerken, AI temal\u0131 hisseler de toparlanman\u0131n ana ta\u015f\u0131y\u0131c\u0131s\u0131 oldu. Nvidia\u2019n\u0131n s\u0131n\u0131rl\u0131 da olsa pozitif seyri korunurken, Credo Technology\u2019nin beklentileri a\u015fan sonu\u00e7lar\u0131 sonras\u0131nda y\u00fczde 12 y\u00fckselerek yeni zirve yapmas\u0131 sekt\u00f6rdeki ivmenin s\u00fcrmesinde etkili oldu. G\u00fcn i\u00e7inde endeksler zaman zaman eksiye d\u00f6nse de, kapan\u0131\u015fa yakla\u015f\u0131rken g\u00fc\u00e7lenen al\u0131mlar yat\u0131r\u0131mc\u0131lar\u0131n y\u0131l sonuna y\u00f6nelik beklentilere yeniden a\u011f\u0131rl\u0131k verdi\u011fini g\u00f6sterdi.<\/p>\n
Piyasalarda genel beklenti, Fed\u2019in 10 Aral\u0131k\u2019ta ger\u00e7ekle\u015fecek toplant\u0131s\u0131nda faiz indirimine gidece\u011fi beklentisi giderek daha belirgin hale geliyor. Fed\u2019in Aral\u0131k toplant\u0131s\u0131na ili\u015fkin 25 baz puanl\u0131k faiz indirimine gitme beklentisi y\u00fczde 89 seviyesinde fiyatlan\u0131rken, bu fiyatlama Aral\u0131k ay\u0131 mevsimselli\u011fiyle birle\u015ferek riskli varl\u0131klar i\u00e7in destekleyici zemin olu\u015fturuyor. \u00d6zellikle zay\u0131f Kas\u0131m performans\u0131n\u0131n ard\u0131ndan, Aral\u0131k ay\u0131n\u0131n tarihsel olarak S&P 500 i\u00e7in en iyi aylardan biri olmas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n y\u0131l sonu rallisine y\u00f6nelik beklentilerini g\u00fc\u00e7lendiriyor. Ayr\u0131ca Wells Fargo, ba\u015fta 2026 g\u00f6r\u00fcn\u00fcm\u00fc olmak \u00fczere kurumsal kar tahminlerindeki iyile\u015fmenin mevcut makro belirsizliklere ra\u011fmen hisse senetlerinde al\u0131m i\u015ftah\u0131n\u0131 canl\u0131 tutmaya devam edece\u011fini belirtti.<\/p>\n
\u015eirketler cephesinde ise Morgan Stanley, Danaher i\u00e7in hedef fiyat\u0131 270 dolar olan \u201coverweight\u201d notunu yineleyerek \u015firketin inovasyon kapasitesi ve pazar konumunun hisse i\u00e7in ek de\u011fer yaratt\u0131\u011f\u0131n\u0131 vurgulad\u0131. Boeing hisseleri, CFO Jay Malave\u2019nin 2026\u2019da 737 ve 787 teslimatlar\u0131n\u0131n artaca\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131 sonras\u0131 y\u00fczde 9\u2019a yakla\u015fan g\u00fc\u00e7l\u00fc y\u00fckseli\u015f kaydetti. Instacart\u2019\u0131n sahibi Maplebear hissesi ise Amazon\u2019un Seattle ve Philadelphia\u2019da 30 dakikan\u0131n alt\u0131nda \u201cultra h\u0131zl\u0131\u201d market teslimat\u0131 testlerine ba\u015flamas\u0131yla bask\u0131 alt\u0131nda kalarak y\u00fczde 2\u2019nin \u00fczerinde geriledi. \u00d6te yandan \u201cThe Big Short\u201d ile tan\u0131nan Michael Burry, Tesla\u2019n\u0131n piyasa de\u011ferinin ger\u00e7ek karl\u0131l\u0131\u011f\u0131 yans\u0131tmad\u0131\u011f\u0131n\u0131 savunarak hisse bazl\u0131 \u00f6demelerin yaratt\u0131\u011f\u0131 suland\u0131r\u0131c\u0131 etkinin g\u00f6z ard\u0131 edildi\u011fini ve de\u011ferlemelerin daha d\u00fc\u015f\u00fck olmas\u0131 gerekti\u011fini s\u00f6yledi.<\/p>\n
Dow Jones endeksi y\u00fczde 0,39 y\u00fckseli\u015fle 47.474,46 seviyesinden, S&P 500 endeksi y\u00fczde 0,25 de\u011fer art\u0131\u015f\u0131yla 6.829,37 seviyesinden kapand\u0131. Nasdaq endeksi de y\u00fczde 0,59 y\u00fckselerek, 23.413,67 puandan g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
Asya piyasalar\u0131 bug\u00fcn yatay g\u00f6r\u00fcn\u00fcm sergilerken, yat\u0131r\u0131mc\u0131lar yo\u011fun ABD veri ak\u0131\u015f\u0131 ve yakla\u015fan Fed-BoJ toplant\u0131lar\u0131 \u00f6ncesi temkinli duru\u015funu koruyor. B\u00f6lgedeki teknoloji hisseleri, ABD\u2019de Marvell\u2019\u0131n veri merkezi gelirlerine y\u00f6nelik iyimser mesajlar\u0131n\u0131n ard\u0131ndan al\u0131c\u0131l\u0131 seyretti. \u00d6te yandan, Tayvan\u2019da savc\u0131lar\u0131n Tokyo Electron\u2019u, TSMC\u2019ye ait ticari s\u0131rlar\u0131n \u00e7al\u0131\u015fanlar taraf\u0131ndan izinsiz ta\u015f\u0131nmas\u0131n\u0131 engelleyemedi\u011fi gerek\u00e7esiyle su\u00e7lamas\u0131, yar\u0131 iletken taraf\u0131nda reg\u00fclasyon risklerini g\u00fcndeme ta\u015f\u0131d\u0131.<\/p>\n
\u00c7in\u2019de b\u00fcy\u00fck bankalar\u0131n be\u015f y\u0131ll\u0131k y\u00fcksek getirili mevduat \u00fcr\u00fcnlerini kald\u0131rmas\u0131, daralan net faiz marj\u0131 bask\u0131s\u0131n\u0131 hafifletme ad\u0131m\u0131 olarak g\u00f6r\u00fcl\u00fcrken, mevduat maliyetlerini d\u00fc\u015f\u00fcrmeye y\u00f6nelik bu de\u011fi\u015fiklik kredi faizlerinde ilave gev\u015feme alan\u0131 yarat\u0131yor. \u00d6te yandan \u00c7in hizmet PMI verisinin son 5 ay\u0131n en d\u00fc\u015f\u00fck seviyesine inmesi, i\u00e7 talepteki zay\u0131fl\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti. Genel olarak, b\u00f6lgedeki fiyatlamalar zay\u0131f makro veri ak\u0131\u015f\u0131, reg\u00fclasyon geli\u015fmeleri ve yakla\u015fan k\u00fcresel merkez bankas\u0131 kararlar\u0131 nedeniyle temkinli g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc koruyor.<\/p>\n
ABD vadelilerinde bu sabah al\u0131c\u0131l\u0131 seyir izleniyor.<\/p>\n
Bug\u00fcn ABD taraf\u0131nda, Kas\u0131m ay\u0131 ADP istihdam de\u011fi\u015fimi verisi ve Eyl\u00fcl ay\u0131 ihracat-ithalat fiyat endeksi verilerinin yan\u0131 s\u0131ra, Eyl\u00fcl ay\u0131 sanayi \u00fcretimi, hizmet PMI ve ISM hizmet veri seti takip edilecek. ADP verisi i\u00e7in piyasa beklentisi ayl\u0131k bazda 22k azal\u0131\u015fla 20k seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde bulunuyor. Fiyat endeksi taraf\u0131nda; ithalat\u0131n y\u00fczde 0,1, ihracat\u0131n y\u00fczde 0,3 art\u0131\u015f kaydetmesi bekleniyor. Eyl\u00fcl ay\u0131 kapasite kullan\u0131m oran\u0131 verisinin ise y\u00fczde 77,3 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Hat\u0131rlanaca\u011f\u0131 \u00fczere, Hizmet PMI A\u011fustos ay\u0131 verisi 55,0 puan olarak ger\u00e7ekle\u015fti. ISM hizmet taraf\u0131nda; \u00f6denmi\u015f fiyatlar, yeni sipari\u015fler ve istihdam kalemleri i\u00e7in piyasa beklentisi, s\u0131ras\u0131yla 70,0, 56,2 ve 48,2 seviyelerinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde bulunuyor.<\/p>\n
Yar\u0131n ABD taraf\u0131nda, veri ak\u0131\u015f\u0131n\u0131n sakin seyredecek olmas\u0131n\u0131n yan\u0131 s\u0131ra, Fed \u00dcyesi Bowman\u2019\u0131n konu\u015fmas\u0131 takip edilecek. \u00d6te yandan Euro B\u00f6lgesi\u2019nde AMB \u00dcyesi Kocher\u2019in konu\u015fmas\u0131yla birlikte, perakende sat\u0131\u015flar verisini takip ediyor olaca\u011f\u0131z. Verinin, ayl\u0131k ve y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 0,3 ve y\u00fczde 0,5 art\u0131\u015f g\u00f6stermesi bekleniyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 3 Aral\u0131k (Hibya) \u2013 Halk Yat\u0131r\u0131m, ABD vadelilerinde bu sabah al\u0131c\u0131l\u0131 seyir izlendi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":14865,"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-14864","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\/14864","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=14864"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14864\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14865"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14864"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14864"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"