A1 Capital\u2019in analizine g\u00f6re, k\u00fcresel piyasalarda merkez bankalar\u0131n\u0131n faiz kararlar\u0131, petrol ve tahvil faizlerindeki hareketler ile jeopolitik geli\u015fmelerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
Raporda, Fed\u2019in faiz art\u0131r\u0131m\u0131n\u0131n ard\u0131ndan \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n faiz art\u0131r\u0131m\u0131na a\u00e7\u0131k kap\u0131 b\u0131rakt\u0131\u011f\u0131, Japonya Merkez Bankas\u0131\u2019n\u0131n ise politika faizini y\u00fczde 1,25\u2019e y\u00fckseltti\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD borsalar\u0131nda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckseli\u015f ya\u015fand\u0131\u011f\u0131 belirtilen raporda, Dow Jones\u2019un y\u00fczde 0,62, S&P 500\u2019\u00fcn y\u00fczde 1,14 ve Nasdaq\u2019\u0131n y\u00fczde 1,69 de\u011fer kazand\u0131\u011f\u0131 kaydedildi. S&P 500 ve Nasdaq 100 vadeli i\u015flemlerinin de g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131 ifade edildi.<\/p>\n
A1 Capital, ABD\u2019de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n beklentilerin alt\u0131nda 196 bin olarak ger\u00e7ekle\u015fti\u011fine dikkat \u00e7ekerek, i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n g\u00fc\u00e7l\u00fc seyrini korudu\u011funu belirtti. Raporda, Fed\u2019in ekim ay\u0131nda 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131na gitme ihtimalinin yakla\u015f\u0131k y\u00fczde 27\u2019den y\u00fczde 53\u2019e y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Japonya Merkez Bankas\u0131\u2019n\u0131n politika faizini 31 y\u0131l\u0131n en y\u00fcksek seviyesi olan y\u00fczde 1,25\u2019e \u00e7\u0131kard\u0131\u011f\u0131 belirtilen raporda, karar\u0131n iki kar\u015f\u0131 oyla al\u0131nmas\u0131 ve a\u00e7\u0131klamalar\u0131n temkinli olmas\u0131 nedeniyle yenin de\u011fer kaybetti\u011fi ifade edildi. Piyasan\u0131n, BoJ Ba\u015fkan\u0131 Kazuo Ueda\u2019n\u0131n a\u00e7\u0131klamalar\u0131nda aral\u0131k ay\u0131na ili\u015fkin yeni bir faiz art\u0131\u015f\u0131 sinyali arayaca\u011f\u0131 kaydedildi.<\/p>\n
\u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n ise politika faizini y\u00fczde 3,75\u2019te tuttu\u011fu, ancak enerji fiyatlar\u0131n\u0131n enflasyonu 2027 ba\u015f\u0131nda yeniden y\u00fczde 4\u2019\u00fcn \u00fczerine \u00e7\u0131karabilece\u011fi uyar\u0131s\u0131nda bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Asya piyasalar\u0131n\u0131n genelinde olumlu bir g\u00f6r\u00fcn\u00fcm bulundu\u011funa i\u015faret edilen raporda, Japonya hari\u00e7 MSCI Asya-Pasifik endeksinin yakla\u015f\u0131k y\u00fczde 1, Nikkei\u2019nin y\u00fczde 0,8 ve G\u00fcney Kore KOSPI\u2019nin y\u00fczde 2\u2019nin \u00fczerinde y\u00fckseldi\u011fi belirtildi.<\/p>\n
Rapora g\u00f6re Brent petrol \u00fc\u00e7\u00fcnc\u00fc g\u00fcn\u00fcnde de gerileyerek yakla\u015f\u0131k 104 dolar seviyesine, ABD ham petrol\u00fc ise 101,20 dolara indi. Suudi Arabistan\u2019\u0131n Do\u011fu-Bat\u0131 boru hatt\u0131n\u0131n kapasitesini yeniden devreye alma \u00e7al\u0131\u015fmalar\u0131 ve Umman \u00fczerinden Asya\u2019ya ek sevkiyat beklentisinin arz endi\u015felerini azaltt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Ons alt\u0131n\u0131n ise yakla\u015f\u0131k y\u00fczde 0,5 y\u00fckselerek 4.361 dolar seviyesine \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. A1 Capital, jeopolitik riskler, ABD\u2019nin bor\u00e7 g\u00f6r\u00fcn\u00fcm\u00fc ve merkez bankalar\u0131n\u0131n alt\u0131n talebinin de\u011ferli metali desteklemeye devam etti\u011fini, ancak y\u00fckselen ABD reel faizlerinin k\u0131sa vadede d\u00fczeltme riskini art\u0131rd\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n
Yurt i\u00e7inde TCMB\u2019nin haftal\u0131k repo fonlamas\u0131n\u0131 300 milyar TL\u2019ye \u00e7\u0131kard\u0131\u011f\u0131 ve bankalar\u0131n Bankalararas\u0131 Para Piyasas\u0131\u2019ndaki bor\u00e7lanma limitlerini art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
SPK\u2019n\u0131n baz\u0131 fonlar\u0131n i\u015flemlerine ili\u015fkin ald\u0131\u011f\u0131 tedbirler ile kredili i\u015flemlerde asgari \u00f6zkaynak oran\u0131n\u0131n ge\u00e7ici olarak y\u00fczde 35\u2019ten y\u00fczde 20\u2019ye indirilmesinin de piyasadaki likidite ihtiyac\u0131n\u0131 kar\u015f\u0131lamaya y\u00f6nelik oldu\u011fu belirtildi.<\/p>\n
A1 Capital analizinde BIST 100 endeksi i\u00e7in 13.500 seviyesinin ilk denge noktas\u0131 oldu\u011fu ifade edildi. Endeksin bu seviyenin \u00fczerinde kalmas\u0131 halinde 13.650\u201313.750 ve ard\u0131ndan 13.900\u201314.000 b\u00f6lgelerinin takip edilebilece\u011fi, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ise 13.300, 13.120 ve 12.800 seviyelerinin destek olarak izlenebilece\u011fi kaydedildi.<\/p>\n
Analize g\u00f6re g\u00fcn\u00fcn \u00f6ne \u00e7\u0131kan veri ve a\u00e7\u0131klamalar\u0131 aras\u0131nda BoJ Ba\u015fkan\u0131 Kazuo Ueda\u2019n\u0131n de\u011ferlendirmeleri, \u0130ngiltere perakende sat\u0131\u015flar\u0131 ile ABD a\u011fustos ay\u0131 sanayi \u00fcretimi ve kapasite kullan\u0131m oran\u0131 yer al\u0131yor.<\/p>\n
ABD sanayi \u00fcretiminde ayl\u0131k y\u00fczde 0,2 art\u0131\u015f, imalat \u00fcretiminde y\u00fczde 0,2 y\u00fckseli\u015f ve kapasite kullan\u0131m oran\u0131nda y\u00fczde 76,3 seviyesinde ger\u00e7ekle\u015fme beklendi\u011fi belirtildi.<\/p>\n
Raporda, g\u00fc\u00e7l\u00fc ABD verilerinin Fed\u2019in ekim ay\u0131nda faiz art\u0131rma ihtimalini ve tahvil faizlerini y\u00fckseltebilece\u011fi, beklentilerin alt\u0131nda kalacak verilerin ise tahvil faizlerindeki gerileme \u00fczerinden teknoloji hisselerini destekleyebilece\u011fi de\u011ferlendirildi.<\/p>\n
A1 Capital\u2019in model portf\u00f6y\u00fcnde ise AKFYE, ASELS, BRSAN, CVKMD, DOHOL, ENJSA, TRALT, KRDMD, TOASO ve TUPRS hisseleri yer ald\u0131. Raporda model portf\u00f6y getirisinin y\u00fczde 45,77, BIST 100 getirisinin ise y\u00fczde 19,96 oldu\u011fu belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 18 Eyl\u00fcl (Hibya) – A1 Capital\u2019in analizine g\u00f6re, k\u00fcresel piyasalarda merkez bankalar\u0131n\u0131n faiz kararlar\u0131, petrol ve tahvil faizlerindeki hareketler ile jeopolitik geli\u015fmelerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":151829,"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-151828","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\/151828","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=151828"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/151828\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/151829"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=151828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=151828"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=151828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"