Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda ABD piyasalar\u0131nda \u00c7ar\u015famba g\u00fcn\u00fc risk i\u015ftah\u0131 yeniden toparlan\u0131rken, hisse senedi vadeli i\u015flemlerinin, ikinci g\u00fcn \u00fcst \u00fcste y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n, g\u00fcn i\u00e7inde a\u00e7\u0131klanacak kritik makro verilerin \u00f6zellikle ADP \u00f6zel sekt\u00f6r istihdam raporu ile ISM hizmet endeksinin gelecek hafta ger\u00e7ekle\u015fmesi beklenen 25 baz puanl\u0131k Fed faiz indirimine y\u00f6nelik beklentileri g\u00fc\u00e7lendirece\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc ifade edilen raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cSon g\u00fcnlerde Fed yetkililerinden gelen g\u00fcvercin a\u00e7\u0131klamalar ve daha gev\u015fek para politikas\u0131 yanl\u0131s\u0131 oldu\u011fu de\u011ferlendirilen bir aday\u0131n Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in \u00f6ne \u00e7\u0131kmas\u0131, piyasalar\u0131 kas\u0131m ay\u0131ndaki sat\u0131\u015f bask\u0131s\u0131ndan \u00e7\u0131kararak yeniden yukar\u0131 y\u00f6nl\u00fc bir momentum olu\u015fturdu. Bu beklenti ortam\u0131, veri ak\u0131\u015f\u0131n\u0131n gecikmeli oldu\u011fu bir d\u00f6nemde ADP ve hizmet PMI gibi alternatif g\u00f6stergeleri kritik hale getirirken, analistler resmi verilere ula\u015f\u0131lana kadar piyasa hassasiyetinin y\u00fcksek kalmas\u0131n\u0131 bekliyor.<\/p>\n
Endeks taraf\u0131nda S&P 500 vadeli kontratlar\u0131 y\u00fczde 0,1, Nasdaq 100 vadeli i\u015flemleri y\u00fczde 0,2 ve Dow vadeli i\u015flemleri benzer \u015fekilde hafif pozitif seyrederken, teknoloji hisselerinin destekleyici rol\u00fc \u00f6ne \u00e7\u0131k\u0131yor. \u00d6zellikle yapay zeka ve veri merkezi temal\u0131 \u015firketlere y\u00f6nelik talep g\u00fc\u00e7l\u00fc kalmaya devam ediyor; Marvell Technology\u2019nin \u00f6nceki g\u00fcn seans sonras\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 beklenti \u00fczeri sonu\u00e7lar, Nasdaq \u00f6nc\u00fcl\u00fc\u011f\u00fcnde geni\u015f bir teknoloji al\u0131m\u0131 yaratt\u0131.<\/p>\n
\u015eirket taraf\u0131nda g\u00fcn\u00fcn en \u00f6nemli ba\u015fl\u0131klar\u0131 aras\u0131nda Salesforce ve Snowflake\u2019in a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olar bulunuyor; yat\u0131r\u0131mc\u0131lar bu iki devin sonu\u00e7lar\u0131ndan, kurumsal harcama trendleri ve bulut bili\u015fim talebine ili\u015fkin yeni sinyaller bekliyor. Kripto piyasas\u0131nda da hava olumlu. Bitcoin, haftalar s\u00fcren sat\u0131\u015f bask\u0131s\u0131n\u0131n ard\u0131ndan toparlanmas\u0131n\u0131 h\u0131zland\u0131rarak 93.000 dolar seviyesinin \u00fczerine t\u0131rmand\u0131 ve iki haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131. Ether ve di\u011fer b\u00fcy\u00fck tokenlar da y\u00fckseli\u015fe e\u015flik ederken, yat\u0131r\u0131mc\u0131lar\u0131n kriptoya y\u00f6nelik risk i\u015ftah\u0131n\u0131n yeniden artt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Avrupa taraf\u0131nda Inditex, Stellantis ve Smiths hisselerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, k\u00fcresel piyasalar\u0131n genelinde bekleme modu hakim. Resmi veri ak\u0131\u015f\u0131ndaki gecikmeler nedeniyle ADP istihdam raporu, ISM hizmet PMI ve ithalat-ihracat fiyat endeksleri gibi daha k\u00fc\u00e7\u00fck \u00e7apl\u0131 g\u00f6stergeler bu hafta birincil y\u00f6n belirleyici olacak.<\/p>\n
Genel olarak, Fed\u2019in gelecek haftaki toplant\u0131s\u0131na do\u011fru ilerlerken piyasalar temkinli bir iyimserlik i\u00e7inde. Faiz indirimi beklentilerinin g\u00fc\u00e7lenmesi, hisse senetleri ve kripto varl\u0131klara destek verirken; gecikmi\u015f veriler, jeopolitik riskler ve kar\u0131\u015f\u0131k ekonomik sinyaller volatilitenin her an yeniden ortaya \u00e7\u0131kabilece\u011fini g\u00f6steriyor. Bu nedenle bug\u00fcn a\u00e7\u0131klanacak ADP istihdam raporu ve hizmet PMI verisi, y\u0131l sonu rallisinin devam edip etmeyece\u011fini belirlemede kritik bir e\u015fik olacak.\u201d<\/p>\n
<\/strong> \u0130stanbul, 3 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, ABD piyasalar\u0131nda \u00c7ar\u015famba g\u00fcn\u00fc risk i\u015ftah\u0131 yeniden toparlan\u0131rken, hisse senedi vadeli i\u015flemlerinin, ikinci g\u00fcn \u00fcst \u00fcste y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":14973,"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-14972","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\/14972","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=14972"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/14972\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/14973"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14972"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14972"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14972"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"