Gedik Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, Asya piyasalar\u0131nda Per\u015fembe g\u00fcn\u00fcn\u00fcn oda\u011f\u0131n\u0131n Japon varl\u0131klar\u0131 oldu\u011fu aktar\u0131ld\u0131. ABD\u2019den gelen ve Fed\u2019in gelecek hafta faiz indirme ihtimalini g\u00fc\u00e7lendiren zay\u0131f istihdam verileri sonras\u0131, Japonya\u2019da 30 y\u0131ll\u0131k tahvil ihalesine 2019\u2019dan bu yana en g\u00fc\u00e7l\u00fc talep gelirken Topix ve Nikkei 225 endekslerinin y\u00fczde 1.7\u2019den fazla y\u00fckseldi\u011fi belirtildi. De\u011ferlendirmede ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“B\u00f6lgesel MSCI Asya endeksi haftan\u0131n \u00fc\u00e7\u00fcnc\u00fc art\u0131\u015f\u0131na giderken, G\u00fcney Kore ve Tayvan hafif\u00e7e geri \u00e7ekildi. ABD vadeli endeksleri yatay seyrederken Bitcoin 93.500 dolar civar\u0131nda tutundu. ABD\u2019de \u00f6zel sekt\u00f6r istihdam\u0131 Kas\u0131m\u2019da 2023 ba\u015f\u0131ndan beri en sert d\u00fc\u015f\u00fc\u015f\u00fc ya\u015farken, swap fiyatlamalar\u0131 Aral\u0131k\u2019ta 25 bp\u2019lik bir Fed indirimi ihtimalini y\u00fczde 90\u2019\u0131n \u00fczerine ta\u015f\u0131d\u0131. Fed\u2019e dair beklentilerin g\u00fc\u00e7lenmesi, yen \u00fczerindeki bask\u0131y\u0131 azaltarak BOJ\u2019un daha uzun s\u00fcre gev\u015fek kalabilece\u011fine i\u015faret ediyor. \u00d6te yandan Japon tahvil getirileri BOJ\u2019un 19 Aral\u0131k toplant\u0131s\u0131nda olas\u0131 faiz art\u0131\u015f\u0131 beklentileriyle 10 ve 30 y\u0131ll\u0131k vadelerde \u00e7ok y\u0131ll\u0131 zirvelere dokundu. Emtia taraf\u0131nda g\u00fcm\u00fc\u015f tarihi zirveleri yak\u0131n\u0131nda dalgalan\u0131rken alt\u0131n hafif\u00e7e geriledi; petrol ise Ukrayna ate\u015fkes beklentileri ve ABD\u2013Venezuela gerilimine dair belirsizli\u011fin etkisiyle s\u0131n\u0131rl\u0131 prim yapt\u0131. Nvidia CEO\u2019su Jensen Huang\u2019\u0131n \u00c7in\u2019in H200 yapay zeka \u00e7iplerini kabul edip etmeyece\u011fine dair belirsiz a\u00e7\u0131klamalar\u0131 teknoloji cephesinde takip edildi. ABD\u2019de ise megacap hisselerdeki zay\u0131fl\u0131\u011fa ra\u011fmen endeksler y\u00fckselirken, Salesforce beklentileri a\u015fan gelir projeksiyonuyla \u00f6ne \u00e7\u0131kt\u0131. Yat\u0131r\u0131mc\u0131lar, Fed\u2019in y\u0131l\u0131n son toplant\u0131s\u0131nda artan i\u015f g\u00fcc\u00fc zay\u0131fl\u0131\u011f\u0131na kar\u015f\u0131n hala y\u00fcksek seyreden enflasyonu nas\u0131l dengeleyece\u011fine odaklanm\u0131\u015f durumda. Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak gecikmi\u015f PCE verileri, \u00e7ekirdek g\u00f6stergenin y\u0131ll\u0131k bazda y\u00fczde 3\u2019\u00fcn hemen alt\u0131nda kalmaya devam etmesi beklenirken, ekonomistler enflasyondaki \u0131l\u0131ml\u0131 ama yap\u0131\u015fkan g\u00f6r\u00fcn\u00fcm\u00fcn Fed\u2019e ek indirim alan\u0131 a\u00e7abilece\u011fini de\u011ferlendiriyor.<\/p>\n
Avrupa vadelileri Per\u015fembe g\u00fcn\u00fcne pozitif a\u00e7\u0131l\u0131\u015fa i\u015faret ederken, zay\u0131f gelen ABD istihdam verileri Fed\u2019in gelecek hafta faiz indirece\u011fi beklentilerini g\u00fc\u00e7lendirirdi. Bu hafta boyunca s\u00fcren al\u0131m i\u015ftah\u0131 Avrupa\u2019da endeksleri desteklemeyi s\u00fcrd\u00fcr\u00fcyor. B\u00f6lge genelinde a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc i\u015f aktivitesi verileri ekonomik g\u00f6r\u00fcn\u00fcme katk\u0131 sa\u011flarken, Avrupa Merkez Bankas\u0131 yetkililerinin s\u00fcrd\u00fcrd\u00fc\u011f\u00fc \u015fahin s\u00f6ylem piyasa fiyatlamalar\u0131nda temkinli bir ton olu\u015fturuyor. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 bug\u00fcn a\u00e7\u0131klanacak Kas\u0131m ay\u0131 in\u015faat PMI rakamlar\u0131 ve Ekim d\u00f6nemine ili\u015fkin Euro B\u00f6lgesi perakende sat\u0131\u015f verilerine \u00e7evrilmi\u015f durumda; Per\u015fembe g\u00fcn\u00fcnde \u00f6nemli bir bilan\u00e7o ak\u0131\u015f\u0131 bulunmuyor. Vadeli i\u015flemlerde Euro Stoxx 50 %0,6, Stoxx 600 ise %0,5 art\u0131da seyrederek pozitif a\u00e7\u0131l\u0131\u015fa i\u015faret etti.<\/p>\n
Yurt i\u00e7inde kas\u0131m ay\u0131 enflasyonu ayl\u0131k y\u00fczde 0,87 ve y\u0131ll\u0131k y\u00fczde 31,07 ile bizim ve piyasa beklentisinin alt\u0131nda ger\u00e7ekle\u015fti. Beklentimizden sapma b\u00fcy\u00fck \u00f6l\u00e7\u00fcde sebze-meyve fiyatlar\u0131ndan kaynakland\u0131. Yurt i\u00e7i \u00dcFE ise ayl\u0131k y\u00fczde 0,84 ve y\u0131l\u0131k y\u00fczde 27,23 oran\u0131nda art\u0131\u015f kaydetti. ABD taraf\u0131nda ADP \u00f6zel sekt\u00f6r istihdam\u0131 kas\u0131m ay\u0131nda art\u0131\u015f beklentilerinin aksine 32 bin d\u00fc\u015f\u00fc\u015f kaydetti. Di\u011fer taraftan ISM hizmet PMI ise kas\u0131mda 52,6 ile beklentilerin \u00fczerinde art\u0131\u015f kaydetti. A\u00e7\u0131klanan verilerin fiyatlamalar \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, dolar endeksi s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f kaydetti. Bug\u00fcn yurt i\u00e7inde T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru, ABD taraf\u0131nda ise haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 takip edilecek olup, verilerin fiyatlamalara etkisini beklemiyoruz. Dolar\/TL, bu sabah saat 08:20 itibariyle 42,45 civar\u0131nda yataya yak\u0131n seyrine devam ediyor.”<\/p>\n
<\/strong> \u0130stanbul, 4 Aral\u0131k (Hibya) – Gedik Yat\u0131r\u0131m, Asya piyasalar\u0131nda Per\u015fembe g\u00fcn\u00fcn\u00fcn oda\u011f\u0131n\u0131n Japon varl\u0131klar\u0131 oldu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":15393,"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-15392","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\/15392","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=15392"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15392\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15393"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"