Trive Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, k\u00fcresel piyasalar\u0131n ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) 15-16 Eyl\u00fcl tarihlerindeki toplant\u0131s\u0131na enerji fiyatlar\u0131 ve uzun vadeli tahvil faizlerinin olu\u015fturdu\u011fu bask\u0131yla girdi\u011fi belirtildi.<\/p>\n
Raporda, Brent petrol\u00fcn 107 dolar seviyesine yakla\u015fmas\u0131 ve ABD 10 y\u0131ll\u0131k tahvil getirisinin \u00f6nceki seansta y\u00fczde 5 seviyesini a\u015fmas\u0131n\u0131n finansman maliyetlerini art\u0131rd\u0131\u011f\u0131 ifade edildi. A\u011fustos ay\u0131nda \u00e7ekirdek enflasyonun ayl\u0131k y\u00fczde 0,3, \u00fcretici fiyatlar\u0131n\u0131n ise y\u00fczde 0,4 y\u00fckselmesinin Fed\u2019in temkinli tutumunu destekledi\u011fi kaydedildi.<\/p>\n
Fed\u2019in yar\u0131n a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131n\u0131n yan\u0131 s\u0131ra yeni ekonomik projeksiyonlar\u0131 ve 2027 y\u0131l\u0131na ili\u015fkin faiz tahminlerinin piyasa fiyatlamas\u0131nda belirleyici olabilece\u011fi belirtildi.<\/p>\n
Wall Street\u2019te \u00f6nceki seansta S&P 500 y\u00fczde 0,48, Nasdaq y\u00fczde 0,56 ve Dow Jones y\u00fczde 0,29 geriledi. Sat\u0131\u015flar\u0131n \u00f6zellikle b\u00fcy\u00fcme ve teknoloji hisselerinde yo\u011funla\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
Raporda Nvidia hisselerindeki y\u00fczde 3,4 ve ASML hisselerindeki y\u00fczde 6,1\u2019lik d\u00fc\u015f\u00fc\u015f\u00fcn, yapay zeka yat\u0131r\u0131mlar\u0131na y\u00f6nelik beklentilerin ortadan kalkmas\u0131ndan ziyade y\u00fcksek sermaye maliyetleri nedeniyle yat\u0131r\u0131mlar\u0131n gelir ve nakit ak\u0131\u015f\u0131na d\u00f6n\u00fc\u015fme s\u00fcresine ili\u015fkin soru i\u015faretlerini yans\u0131tt\u0131\u011f\u0131 de\u011ferlendirildi.<\/p>\n
Artan tahvil getirilerinin teknoloji sekt\u00f6r\u00fcndeki de\u011ferleme hassasiyetini art\u0131rd\u0131\u011f\u0131 belirtilirken, yapay zeka geli\u015ftirme h\u0131z\u0131n\u0131n g\u00fcvenlik gerek\u00e7esiyle s\u0131n\u0131rland\u0131r\u0131lmas\u0131na y\u00f6nelik \u00e7a\u011fr\u0131lar\u0131n hen\u00fcz somut bir yat\u0131r\u0131m kesintisine d\u00f6n\u00fc\u015fmedi\u011fi ifade edildi.<\/p>\n
Enerji piyasalar\u0131nda Suudi Arabistan\u2019\u0131n Do\u011fu-Bat\u0131 boru hatt\u0131ndaki kesintinin devam etmesinin arz risklerini canl\u0131 tuttu\u011fu belirtildi. Brent petrol\u00fcn 106-107 dolar, WTI\u2019\u0131n ise 103 dolar civar\u0131nda seyretmesinin k\u00fcresel enflasyon g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde ek bask\u0131 olu\u015fturdu\u011fu kaydedildi.<\/p>\n
Asya piyasalar\u0131nda Nikkei y\u00fckselirken Hang Seng s\u0131n\u0131rl\u0131 geriledi, Kospi ise yataya yak\u0131n seyretti. ABD endeks vadeli kontratlar\u0131nda ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm izlendi. Trive Yat\u0131r\u0131m, mevcut g\u00f6r\u00fcn\u00fcm\u00fcn yayg\u0131n bir riskten ka\u00e7\u0131\u015ftan ziyade enerji, tahvil ve b\u00fcy\u00fcme hisseleri aras\u0131nda ayr\u0131\u015fman\u0131n artt\u0131\u011f\u0131na i\u015faret etti\u011fini belirtti.<\/p>\n
Raporda Avrupa’da s\u0131n\u0131rl\u0131 yapay zeka hesaplama kapasitesi ve y\u00fcksek enerji maliyetlerinin, veri merkezi yat\u0131r\u0131mlar\u0131n\u0131n finansman\u0131 ile kamu deste\u011fini g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 da ifade edildi.<\/p>\n
EUR\/USD paritesi sabah saatlerinde 1,1533 seviyesinde i\u015flem g\u00f6rd\u00fc. Trive Yat\u0131r\u0131m, paritenin k\u0131sa vadede 1,1595 seviyesinin alt\u0131nda kald\u0131\u011f\u0131 s\u00fcrece geri \u00e7ekilmenin devam edebilece\u011fini belirtti. Destek seviyeleri 1,1495, 1,1450 ve 1,1410; diren\u00e7 seviyeleri ise 1,1575, 1,1610 ve 1,1650 olarak s\u0131raland\u0131.<\/p>\n
Ons alt\u0131n 4.291 dolar seviyesinde bulunurken, 4.374 dolar seviyesi alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fcn negatif oldu\u011fu de\u011ferlendirildi. Alt\u0131nda 4.250, 4.210 ve 4.165 dolar destek; 4.330, 4.370 ve 4.420 dolar diren\u00e7 seviyeleri olarak g\u00f6sterildi.<\/p>\n
Brent petrol 103,66 dolar seviyesinde i\u015flem g\u00f6r\u00fcrken, 100,30 dolar \u00fczerinde kal\u0131nd\u0131\u011f\u0131 s\u00fcrece y\u00fckseli\u015f e\u011filiminin devam edebilece\u011fi belirtildi. Brent i\u00e7in 103,10, 102,70 ve 102,20 dolar destek; 104,00, 104,50 ve 105,10 dolar diren\u00e7 seviyeleri olarak verildi.<\/p>\n
Nasdaq 100 vadeli kontrat\u0131 ise 29.063 seviyesinde bulunuyor. Raporda 29.265 seviyesinin alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece geri \u00e7ekilmenin devam edebilece\u011fi belirtilirken, 28.900 ve 28.800 seviyeleri destek, 29.160, 29.270 ve 29.350 seviyeleri diren\u00e7 olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131.<\/p>\n
G\u00fcn\u00fcn veri takviminde saat 11.00’de T\u00fcrkiye b\u00fct\u00e7e dengesi, 12.00’de Almanya ZEW mevcut ko\u015fullar endeksi ve ekonomik hissiyat verileri ile Euro B\u00f6lgesi ZEW ekonomik hissiyat verisi bulunuyor. ABD taraf\u0131nda ise 15.15’te ADP haftal\u0131k istihdam de\u011fi\u015fimi, 15.30’da New York Empire State imalat endeksi ve 23.30’da API petrol stoklar\u0131 takip edilecek.<\/p>\n
Piyasalarda ayr\u0131ca Fed\u2019in 15-16 Eyl\u00fcl tarihlerindeki toplant\u0131s\u0131ndan \u00e7\u0131kacak karar ve yeni ekonomik projeksiyonlar izlenecek.<\/p>\n
<\/strong> \u0130stanbul, 15 Eyl\u00fcl (Hibya) – Trive Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, k\u00fcresel piyasalar\u0131n ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) 15-16 Eyl\u00fcl tarihlerindeki toplant\u0131s\u0131na enerji fiyatlar\u0131 ve uzun vadeli tahvil faizlerinin olu\u015fturdu\u011fu bask\u0131yla girdi\u011fi belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":149617,"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-149616","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\/149616","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=149616"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/149616\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/149617"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=149616"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=149616"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=149616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"