A1 Capital\u2019in analizine g\u00f6re, petrol fiyatlar\u0131n\u0131n 107 dolar seviyesine yakla\u015fmas\u0131, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5\u2019in \u00fczerine \u00e7\u0131kmas\u0131 ve yar\u0131n a\u00e7\u0131klanacak Fed faiz karar\u0131 \u00f6ncesinde k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131 belirtildi.<\/p>\n
Raporda, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n h\u0131z\u0131n\u0131n yava\u015flayabilece\u011fine ili\u015fkin de\u011ferlendirmelerin teknoloji hisselerinde sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Piyasalarda Fed\u2019in faiz karar\u0131ndan \u00e7ok, Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n gelecek toplant\u0131lara ili\u015fkin mesajlar\u0131 ve g\u00fcncellenecek faiz projeksiyonlar\u0131n\u0131n fiyatlamalar \u00fczerinde etkili olabilece\u011fi kaydedildi.<\/p>\n
A1 Capital, vadeli faiz piyasas\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131na yakla\u015f\u0131k y\u00fczde 90-93 olas\u0131l\u0131k verildi\u011fini belirtti. Rapora g\u00f6re, faiz art\u0131\u015f\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatlanm\u0131\u015f olmas\u0131 nedeniyle Fed\u2019in yeni s\u0131k\u0131la\u015fma ad\u0131mlar\u0131na a\u00e7\u0131k kap\u0131 b\u0131rakmas\u0131 hisse senetleri a\u00e7\u0131s\u0131ndan daha belirleyici olabilir.<\/p>\n
Raporda, Wall Street endekslerinin teknoloji ve yar\u0131 iletken hisselerindeki sat\u0131\u015flarla geriledi\u011fi belirtildi. S&P 500 y\u00fczde 0,48 d\u00fc\u015f\u00fc\u015fle 7.620 puandan, Nasdaq y\u00fczde 0,56 kay\u0131pla 26.186 puandan, Dow Jones ise y\u00fczde 0,29 d\u00fc\u015f\u00fc\u015fle 52.421 puandan g\u00fcn\u00fc tamamlad\u0131. Philadelphia yar\u0131 iletken endeksindeki kay\u0131p y\u00fczde 5,9\u2019a ula\u015ft\u0131.<\/p>\n
Sat\u0131\u015flarda, baz\u0131 yapay zeka \u015firketlerinin y\u00f6neticilerinden gelen ve yapay zeka geli\u015ftirme h\u0131z\u0131n\u0131n g\u00fcvenlik gerek\u00e7eleriyle yava\u015flat\u0131lmas\u0131 gerekti\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n etkili oldu\u011fu aktar\u0131ld\u0131. Piyasan\u0131n bu a\u00e7\u0131klamalar\u0131 veri merkezi ve \u00e7ip yat\u0131r\u0131mlar\u0131ndaki b\u00fcy\u00fcmenin sorgulanmas\u0131 \u015feklinde fiyatlad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Raporda Nvidia, Micron, Broadcom ve AMD gibi hisselerin bask\u0131 alt\u0131nda kald\u0131\u011f\u0131, baz\u0131 yaz\u0131l\u0131m \u015firketlerinde ise toparlanma g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi.<\/p>\n
A1 Capital\u2019in de\u011ferlendirmesinde, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,01 seviyesine \u00e7\u0131karak Ekim 2023\u2019ten bu yana ilk kez y\u00fczde 5\u2019in \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
Raporda, uzun vadeli tahvil faizlerindeki y\u00fckseli\u015fin petrol fiyatlar\u0131n\u0131n \u00fc\u00e7 haneli seviyelere \u00e7\u0131kmas\u0131, Fed\u2019den faiz art\u0131\u015f\u0131 beklentisinin g\u00fc\u00e7lenmesi, ABD\u2019nin y\u00fcksek b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 ve yo\u011fun tahvil ihrac\u0131 ile yapay zeka altyap\u0131s\u0131na y\u00f6nelik \u00f6zel sekt\u00f6r bor\u00e7lanmalar\u0131n\u0131n artmas\u0131 olmak \u00fczere d\u00f6rt temel fakt\u00f6rle ili\u015fkilendirildi.<\/p>\n
Y\u00fczde 5\u2019in \u00fczerindeki 10 y\u0131ll\u0131k tahvil faizinin hisse senetlerinin de\u011ferlemeleri a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtilirken, risksiz getirinin y\u00fckselmesinin \u00f6zellikle y\u00fcksek \u00e7arpanl\u0131 teknoloji hisseleri \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi ifade edildi.<\/p>\n
Avrupa taraf\u0131nda da tahvil faizlerinin y\u00fckseldi\u011fi belirtilen raporda, Almanya\u2019n\u0131n 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 3,52, \u0130ngiltere\u2019nin 10 y\u0131ll\u0131k faizinin ise y\u00fczde 5,37 civar\u0131nda bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n
A1 Capital, \u00c7in\u2019de a\u011fustos ay\u0131 sanayi \u00fcretiminin y\u0131ll\u0131k y\u00fczde 5,2 artarak y\u00fczde 4,8\u2019lik beklentinin \u00fczerinde ger\u00e7ekle\u015fti\u011fini belirtti. Buna kar\u015f\u0131l\u0131k perakende sat\u0131\u015f b\u00fcy\u00fcmesinin y\u00fczde 0,4 ile y\u00fczde 0,8\u2019lik beklentinin alt\u0131nda kald\u0131\u011f\u0131 kaydedildi.<\/p>\n
Y\u0131l\u0131n ilk sekiz ay\u0131nda sabit sermaye yat\u0131r\u0131mlar\u0131n\u0131n y\u00fczde 7,2, gayrimenkul yat\u0131r\u0131mlar\u0131n\u0131n ise y\u00fczde 19,9 geriledi\u011fi belirtilirken, i\u015fsizlik oran\u0131n\u0131n y\u00fczde 5,3\u2019e y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, \u00c7in\u2019de sanayi \u00fcretiminin g\u00fc\u00e7l\u00fc kalmas\u0131na kar\u015f\u0131n i\u00e7 talep ve yat\u0131r\u0131mlardaki zay\u0131fl\u0131\u011f\u0131n ekonomide dengeli bir toparlanma olmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi ifade edildi. Bu nedenle \u00c7in Merkez Bankas\u0131\u2019ndan likidite deste\u011fi, faiz veya zorunlu kar\u015f\u0131l\u0131k indirimi beklentisinin canl\u0131 kalabilece\u011fi belirtildi.<\/p>\n
BIST 100 endeksinin haftan\u0131n ilk i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 1,60 d\u00fc\u015f\u00fc\u015fle 14.235,83 puandan tamamlad\u0131\u011f\u0131 belirtilen raporda, yurt i\u00e7indeki fon d\u00fczenlemelerine uyum, fiili dola\u015f\u0131m sorunlar\u0131n\u0131n giderilmesi ve likidite ihtiyac\u0131n\u0131n sat\u0131\u015flarda etkili oldu\u011fu ifade edildi.<\/p>\n
A1 Capital, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5\u2019e ula\u015fmas\u0131, dolar\u0131n g\u00fc\u00e7lenmesi ve petrol fiyatlar\u0131n\u0131n 107 dolar seviyesine \u00e7\u0131kmas\u0131n\u0131n T\u00fcrkiye gibi d\u0131\u015f finansmana ve enerji ithalat\u0131na duyarl\u0131 piyasalar a\u00e7\u0131s\u0131ndan olumsuz bir k\u00fcresel g\u00f6r\u00fcn\u00fcm olu\u015fturdu\u011funu de\u011ferlendirdi.<\/p>\n
Rapora g\u00f6re dolar\/TL 48,64, euro\/TL 56,1 seviyesinde bulunurken, T\u00fcrkiye\u2019nin iki y\u0131ll\u0131k g\u00f6sterge tahvil faizi y\u00fczde 40,28, 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 34,58 seviyesinde bulunuyor.<\/p>\n
A1 Capital, petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin k\u00fcresel enflasyon endi\u015felerini art\u0131rd\u0131\u011f\u0131n\u0131, bunun da merkez bankalar\u0131n\u0131n faiz politikalar\u0131na ili\u015fkin beklentileri etkiledi\u011fini belirtti.<\/p>\n
Avrupa\u2019da petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin enflasyon ve b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde bask\u0131 olu\u015fturdu\u011fu, ECB\u2019nin faiz politikas\u0131 a\u00e7\u0131s\u0131ndan da yak\u0131ndan takip edildi\u011fi ifade edildi.<\/p>\n
Raporda, Almanya ve Euro B\u00f6lgesi ZEW beklenti endeksleri ile ABD\u2019de a\u00e7\u0131klanacak ekonomik verilerin piyasalar\u0131n g\u00fcndeminde olaca\u011f\u0131 belirtildi. \u00c7in\u2019deki sanayi \u00fcretimi ve perakende sat\u0131\u015f verilerinin yan\u0131 s\u0131ra petrol fiyatlar\u0131, tahvil faizleri ve Fed\u2019in mesajlar\u0131n\u0131n k\u00fcresel piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olabilece\u011fi kaydedildi.<\/p>\n
A1 Capital\u2019in raporunda ayr\u0131ca \u015firket haberleri, pay al\u0131m-sat\u0131m i\u015flemleri, geri al\u0131m programlar\u0131, sermaye art\u0131r\u0131mlar\u0131, temett\u00fc takvimi ve Volatilite Bazl\u0131 Tedbir Sistemi kapsam\u0131ndaki hisselere ili\u015fkin g\u00fcncel bilgilere yer verildi.<\/p>\n
<\/strong> \u0130stanbul, 15 Eyl\u00fcl (Hibya) – A1 Capital\u2019in analizine g\u00f6re, petrol fiyatlar\u0131n\u0131n 107 dolar seviyesine yakla\u015fmas\u0131, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5\u2019in \u00fczerine \u00e7\u0131kmas\u0131 ve yar\u0131n a\u00e7\u0131klanacak Fed faiz karar\u0131 \u00f6ncesinde k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131 belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":149537,"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-149536","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\/149536","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=149536"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/149536\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/149537"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=149536"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=149536"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=149536"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"