\u0130\u015f Yat\u0131r\u0131m\u2019\u0131n piyasa de\u011ferlendirmesine g\u00f6re, ge\u00e7en hafta beklentilerin \u00fczerinde a\u00e7\u0131klanan \u00e7ekirdek enflasyon verisinin ard\u0131ndan ABD Merkez Bankas\u0131 (Fed) politikalar\u0131na ili\u015fkin beklentiler de\u011fi\u015fti. Para piyasalar\u0131nda eyl\u00fcl ay\u0131nda faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 90\u2019\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131, piyasa oda\u011f\u0131n\u0131n faiz karar\u0131ndan olas\u0131 s\u0131k\u0131la\u015fma d\u00f6ng\u00fcs\u00fcn\u00fcn b\u00fcy\u00fckl\u00fc\u011f\u00fc ve piyasalara etkisine kayd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Tahvil piyasas\u0131nda ABD 10 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 5 seviyesine y\u00fckseldi\u011fi belirtilirken, 13 milyar dolarl\u0131k 20 y\u0131ll\u0131k tahvil ihalesine gelen zay\u0131f talebin uzun vadeli tahvillerde sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Brent petrol\u00fcn 108 dolar\u0131n \u00fczerinde, WTI ham petrol\u00fcn ise y\u00fczde 4,2 y\u00fckseli\u015fle 105,67 dolar seviyesinde kapanmas\u0131n\u0131n enerji kaynakl\u0131 enflasyon endi\u015felerini g\u00fc\u00e7lendirdi\u011fi kaydedildi.<\/p>\n
De\u011ferlendirmede, y\u00fcksek faizlerin hisse senedi de\u011ferlemeleri \u00fczerinde bask\u0131 olu\u015fturdu\u011fu, y\u00fcksek enerji maliyetlerinin ise t\u00fcketicilerin sat\u0131n alma g\u00fcc\u00fc ve \u015firket kar marjlar\u0131n\u0131 olumsuz etkiledi\u011fi belirtildi. Bununla birlikte teknoloji sekt\u00f6r\u00fcn\u00fcn yapay zeka yat\u0131r\u0131mlar\u0131, g\u00fc\u00e7l\u00fc kar b\u00fcy\u00fcmesi ve ekonomik g\u00f6r\u00fcn\u00fcmden destek alabilece\u011fi aktar\u0131ld\u0131.<\/p>\n
\u015eirket haberleri taraf\u0131nda Meta Platforms\u2019un gelecek y\u0131l\u0131n ilk yar\u0131s\u0131nda kendi geli\u015ftirdi\u011fi yapay zeka \u00e7ipini veri merkezlerinde kullanmay\u0131 planlad\u0131\u011f\u0131 bildirildi. OpenAI\u2019\u0131n yapay zeka g\u00fcvenli\u011fine ili\u015fkin \u00e7al\u0131\u015fmalar i\u00e7in Anthropic ve Google DeepMind ile i\u015f birli\u011fi \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131 belirtildi. Nvidia \u00dcst Y\u00f6neticisi Jensen Huang\u2019\u0131n Donald Trump ile ger\u00e7ekle\u015ftirdi\u011fi g\u00f6r\u00fc\u015fmede yapay zeka risklerinin de g\u00fcndeme geldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Bankac\u0131l\u0131k taraf\u0131nda JPMorgan Chase\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte i\u015flem gelirleri ve yat\u0131r\u0131m bankac\u0131l\u0131\u011f\u0131 \u00fccretlerinde art\u0131\u015f bekledi\u011fi, Wells Fargo Finans Direkt\u00f6r\u00fc Michael Santomassimo\u2019nun ise bankan\u0131n net faiz marj\u0131n\u0131n \u00f6nceki beklentilerden daha iyi ger\u00e7ekle\u015fmesini \u00f6ng\u00f6rd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
ABD piyasalar\u0131nda Dow Jones y\u00fczde 0,61 d\u00fc\u015f\u00fc\u015fle 52.099, S&P 500 y\u00fczde 0,45 kay\u0131pla 7.586 ve Nasdaq y\u00fczde 0,78 d\u00fc\u015f\u00fc\u015fle 25.982 seviyesinden kapand\u0131. Sekt\u00f6rlerde enerji y\u00fczde 2,26 y\u00fckseli\u015fle pozitif ayr\u0131\u015f\u0131rken, materyaller y\u00fczde 0,37 artt\u0131. \u0130ste\u011fe ba\u011fl\u0131 t\u00fcketim y\u00fczde 1,76, altyap\u0131 y\u00fczde 1,20 ve temel t\u00fcketim y\u00fczde 0,87 geriledi.<\/p>\n
Avrupa\u2019da Euro Stoxx 50 y\u00fczde 0,38 d\u00fc\u015f\u00fc\u015fle 6.237, \u0130ngiltere FTSE 100 y\u00fczde 0,37 kay\u0131pla 10.658, Fransa CAC 40 y\u00fczde 0,34 d\u00fc\u015f\u00fc\u015fle 8.090 ve Almanya DAX y\u00fczde 0,15 kay\u0131pla 25.402 seviyesinde g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
D\u00f6viz piyasalar\u0131nda dolar endeksi y\u00fczde 0,25 y\u00fckseli\u015fle 99,36 seviyesine \u00e7\u0131karken, EUR\/USD y\u00fczde 0,13 d\u00fc\u015f\u00fc\u015fle 1,1583, GBP\/USD y\u00fczde 0,27 kay\u0131pla 134,79 ve JPY\/USD y\u00fczde 0,72 d\u00fc\u015f\u00fc\u015fle 64,94 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
De\u011ferli metallerde spot alt\u0131n y\u00fczde 0,08 d\u00fc\u015f\u00fc\u015fle 4.296,20 dolara, alt\u0131n vadeli kontrat\u0131 y\u00fczde 0,37 kay\u0131pla 4.336 dolara geriledi. Spot g\u00fcm\u00fc\u015f y\u00fczde 0,67 y\u00fckseli\u015fle 63,66 dolara, g\u00fcm\u00fc\u015f vadeli kontrat\u0131 y\u00fczde 0,09 primle 64,20 dolara \u00e7\u0131kt\u0131.<\/p>\n
Enerji piyasas\u0131nda WTI y\u00fczde 4,34 y\u00fckseli\u015fle 105,79, Brent y\u00fczde 2,80 art\u0131\u015fla 108,64 dolar seviyesine ula\u015ft\u0131. Benzin y\u00fczde 4,58, heating oil y\u00fczde 5,81 ve gasoil y\u00fczde 5,35 y\u00fckseldi. ABD do\u011fal gaz\u0131 y\u00fczde 1,42 art\u0131\u015fla 2,94 seviyesine \u00e7\u0131karken, Avrupa TTF do\u011fal gaz kontrat\u0131 y\u00fczde 2,65 d\u00fc\u015f\u00fc\u015fle 80,38 seviyesine geriledi.<\/p>\n
End\u00fcstriyel metallerde LME bak\u0131r y\u00fczde 0,59 art\u0131\u015fla 14.083,50, vadeli bak\u0131r kontrat\u0131 y\u00fczde 0,84 y\u00fckseli\u015fle 645,80 seviyesinde ger\u00e7ekle\u015fti. LME al\u00fcminyum y\u00fczde 0,22 artarak 3.251,50 dolara \u00e7\u0131karken, LME nikel y\u00fczde 2,19 d\u00fc\u015f\u00fc\u015fle 15.977 dolara geriledi. Demir cevheri 708 seviyesinde yatay kal\u0131rken, \u00e7elik kontrat\u0131 y\u00fczde 0,58 y\u00fckseli\u015fle 3.121 seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Tahvil piyasas\u0131nda ABD 2 y\u0131ll\u0131k tahvil getirisi y\u00fczde 4,665, 3 y\u0131ll\u0131k y\u00fczde 4,762, 5 y\u0131ll\u0131k y\u00fczde 4,830 ve 7 y\u0131ll\u0131k y\u00fczde 4,909 seviyesine y\u00fckseldi. 10 y\u0131ll\u0131k getiri ise y\u00fczde 5 seviyesine \u00e7\u0131kt\u0131. Avrupa\u2019da Kanada 10 y\u0131ll\u0131k tahvil getirisi y\u00fczde 3,946\u2019ya gerilerken, \u0130ngiltere y\u00fczde 5,386, Fransa y\u00fczde 4,502, Almanya y\u00fczde 3,533, \u0130talya y\u00fczde 4,417, \u0130spanya y\u00fczde 4,007 ve Portekiz y\u00fczde 3,902 seviyesine y\u00fckseldi.<\/p>\n
Geli\u015fmekte olan \u00fclke USD tahvillerinde de a\u011f\u0131rl\u0131kl\u0131 olarak sat\u0131\u015f bask\u0131s\u0131 izlendi. Katar 10 y\u0131ll\u0131k getiri y\u00fczde 5,269, \u015eili y\u00fczde 5,655, Suudi Arabistan y\u00fczde 5,756, Peru y\u00fczde 5,836, Filipinler y\u00fczde 5,903, Endonezya y\u00fczde 5,965 ve Panama y\u00fczde 6,213 seviyesine \u00e7\u0131kt\u0131. Brezilya y\u00fczde 6,457, Meksika y\u00fczde 6,665, Kolombiya y\u00fczde 7,183 ve Arjantin y\u00fczde 10,161 seviyesinde ger\u00e7ekle\u015fti. T\u00fcrkiye 10 y\u0131ll\u0131k USD tahvil getirisi y\u00fczde 7,583 seviyesine y\u00fckselirken, tahvil fiyat\u0131 94,522 oldu. T\u00fcrkiye 5 y\u0131ll\u0131k CDS primi ise 230,096 seviyesinde g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
\u0130\u015f Yat\u0131r\u0131m, yar\u0131n ABD\u2019de Fed faiz karar\u0131 ve perakende sat\u0131\u015f verilerinin, Avrupa\u2019da ise Euro B\u00f6lgesi sanayi \u00fcretimi ve \u0130talya T\u00dcFE verisinin takip edilece\u011fini aktard\u0131. Fed\u2019in ard\u0131ndan \u0130ngiltere ve Japonya merkez bankalar\u0131n\u0131n faiz kararlar\u0131n\u0131n da k\u00fcresel para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 15 Eyl\u00fcl (Hibya) – \u0130\u015f Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan piyasa de\u011ferlendirmesinde, ABD hisse senedi piyasalar\u0131n\u0131n Fed faiz karar\u0131 \u00f6ncesinde risk azaltma e\u011filimi ve y\u00fcksek petrol fiyatlar\u0131n\u0131n etkisiyle sat\u0131c\u0131l\u0131 seyretti\u011fi belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":150233,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-150232","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/150232","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=150232"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/150232\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/150233"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=150232"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=150232"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=150232"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"