A1 Capital taraf\u0131ndan yay\u0131mlanan G\u00fcnl\u00fck B\u00fclten\u2019de, ABD-\u00c7in aras\u0131ndaki ticaret ate\u015fkesinin 10 Ocak\u2019a kadar uzat\u0131lmas\u0131 karar\u0131n\u0131n k\u00fcresel ticaret ve tedarik zincirleri a\u00e7\u0131s\u0131ndan olumlu bir geli\u015fme olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. Buna kar\u015f\u0131n g\u00fc\u00e7l\u00fc ABD ekonomik verileri, 100 dolar\u0131n \u00fczerinde seyreden petrol fiyatlar\u0131 ve merkez bankalar\u0131ndan gelen \u015fahin mesajlar\u0131n faizlerin uzun s\u00fcre y\u00fcksek kalabilece\u011fine y\u00f6nelik endi\u015feleri art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
B\u00fcltende, Wall Street\u2019in g\u00fcn\u00fc kay\u0131plarla tamamlad\u0131\u011f\u0131 belirtilerek Dow Jones\u2019un y\u00fczde 0,68, S&P 500\u2019\u00fcn y\u00fczde 0,75 ve Nasdaq\u2019\u0131n y\u00fczde 1,13 geriledi\u011fi kaydedildi. ABD bile\u015fik Sat\u0131n Alma Y\u00f6neticileri Endeksi\u2019nin (PMI) eyl\u00fclde 58,4\u2019e y\u00fckselerek yakla\u015f\u0131k be\u015f y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131\u011f\u0131 ve ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,11 ile 2007\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Trump ile \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping aras\u0131ndaki g\u00f6r\u00fc\u015fmenin g\u00fcn\u00fcn \u00f6nemli g\u00fcndem maddelerinden biri oldu\u011fu belirtilen b\u00fcltende, ABD Hazine Bakan\u0131 Scott Bessent\u2019in ABD ve \u00c7in\u2019in \u201cBusan Anla\u015fmas\u0131\u201d olarak adland\u0131r\u0131lan ticaret ate\u015fkesini 10 Ocak\u2019a kadar uzatma konusunda anla\u015ft\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131. G\u00f6r\u00fc\u015fmelerde yapay zeka ve geli\u015fmi\u015f \u00e7ip ihracat\u0131, \u00c7in\u2019in ABD\u2019den tar\u0131m \u00fcr\u00fcnleri al\u0131mlar\u0131, kritik mineraller, Taiwan, \u0130ran\u2019dan petrol ithalat\u0131 ve teknoloji \u015firketlerinin pazar eri\u015fimi gibi ba\u015fl\u0131klar\u0131n ele al\u0131nmas\u0131n\u0131n beklendi\u011fi ifade edildi.<\/p>\n
Avrupa piyasalar\u0131nda da negatif g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131lan b\u00fcltende, Euro Stoxx 50 ve DAX vadeli kontratlar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 0,3, FTSE 100 vadeli kontratlar\u0131n\u0131n ise y\u00fczde 0,35 geriledi\u011fi belirtildi. Avrupa a\u00e7\u0131s\u0131ndan petrol fiyatlar\u0131n\u0131n 100 dolar\u0131n \u00fczerinde seyretmesi ve k\u00fcresel tahvil faizlerindeki y\u00fckseli\u015fin temel riskler aras\u0131nda bulundu\u011fu ifade edildi.<\/p>\n
Brent petrol\u00fcn yakla\u015f\u0131k y\u00fczde 1 d\u00fc\u015f\u00fc\u015fle 102 dolar, WTI petrol\u00fcn ise 91,5 dolar seviyesinde bulundu\u011fu aktar\u0131ld\u0131. Suudi Arabistan\u2019\u0131n Do\u011fu-Bat\u0131 petrol boru hatt\u0131n\u0131 yeniden devreye almas\u0131n\u0131n fiyatlar \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturdu\u011fu, ancak \u0130ran-ABD g\u00f6r\u00fc\u015fmelerinde somut ilerleme sa\u011flanamamas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n normalle\u015fmemesi nedeniyle petrol fiyatlar\u0131n\u0131n 100 dolar\u0131n alt\u0131na kal\u0131c\u0131 olarak inmesinin zorla\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
A1 Capital\u2019in de\u011ferlendirmesinde, Eyl\u00fcl 2026 Hanehalk\u0131 Beklenti Anketi sonu\u00e7lar\u0131n\u0131n yat\u0131r\u0131m tercihlerinde likidite ve \u00e7e\u015fitlendirme aray\u0131\u015f\u0131n\u0131n g\u00fc\u00e7lendi\u011fine i\u015faret etti\u011fi aktar\u0131ld\u0131. Buna g\u00f6re alt\u0131n\u0131n tercih oran\u0131n\u0131n y\u00fczde 41,3\u2019ten y\u00fczde 43\u2019e, d\u00f6vizin y\u00fczde 2,8\u2019den y\u00fczde 4,2\u2019ye y\u00fckseldi\u011fi; ev, d\u00fckkan ve arsa tercihlerinin ise y\u00fczde 37,1\u2019den y\u00fczde 33,6\u2019ya geriledi\u011fi ifade edildi. Vadeli mevduat tercihinin de y\u00fczde 7,1\u2019den y\u00fczde 7,3\u2019e y\u00fckseldi\u011fi belirtildi.<\/p>\n
B\u00fcltende, borsa tercihinin y\u00fczde 2,4\u2019ten y\u00fczde 3,2\u2019ye, TL yat\u0131r\u0131m fonunun y\u00fczde 1,7\u2019den y\u00fczde 1,8\u2019e y\u00fckseldi\u011fi, d\u00f6viz yat\u0131r\u0131m fonunun ise y\u00fczde 1,6 seviyesinde sabit kald\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu verilerin hanehalk\u0131n\u0131n gayrimenkulden bir miktar uzakla\u015f\u0131rken alt\u0131n, mevduat, d\u00f6viz ve s\u0131n\u0131rl\u0131 \u00f6l\u00e7\u00fcde borsa aras\u0131nda da\u011f\u0131l\u0131m yapt\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi ifade edildi.<\/p>\n
OECD\u2019nin T\u00fcrkiye ekonomisine ili\u015fkin tahminlerine de yer verilen b\u00fcltende, T\u00fcrkiye\u2019nin 2026 b\u00fcy\u00fcme beklentisinin y\u00fczde 3,1\u2019den y\u00fczde 2,7\u2019ye, 2027 beklentisinin y\u00fczde 3,8\u2019den y\u00fczde 3,6\u2019ya indirildi\u011fi aktar\u0131ld\u0131. Enflasyon tahminlerinin ise 2026 i\u00e7in y\u00fczde 28,4\u2019ten y\u00fczde 31,5\u2019e, 2027 i\u00e7in y\u00fczde 18,3\u2019ten y\u00fczde 24,7\u2019ye y\u00fckseltildi\u011fi belirtildi. A1 Capital, y\u00fcksek enerji fiyatlar\u0131 ve faizlerin b\u00fcy\u00fcme ile enflasyon g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde etkili oldu\u011funu ifade etti.<\/p>\n
B\u00fcltende ayr\u0131ca Avrupa \u0130mar ve Kalk\u0131nma Bankas\u0131\u2019n\u0131n (EBRD) T\u00fcrkiye\u2019nin 2026 b\u00fcy\u00fcme tahminini y\u00fczde 3\u2019ten y\u00fczde 3 seviyesine \u00e7ekti\u011fi, 2027 tahminini ise y\u00fczde 4 olarak korudu\u011fu aktar\u0131ld\u0131. Beyaz Saray Ulusal Ekonomi Konseyi Direkt\u00f6r\u00fc Kevin Hassett\u2019in baz\u0131 Fed yetkililerini ele\u015ftirdi\u011fi, Chicago Fed Ba\u015fkan\u0131 Austan Goolsbee\u2019nin enerji \u015fokunun kal\u0131c\u0131 enflasyon bask\u0131s\u0131 yaratabilece\u011fini belirtti\u011fi ve Avrupa Merkez Bankas\u0131 Ba\u015fekonomisti Philip Lane\u2019in enerji fiyatlar\u0131ndaki y\u00fckseli\u015fe ili\u015fkin de\u011ferlendirmelerde bulundu\u011fu kaydedildi.<\/p>\n
Japonya’da imalat PMI verisinin eyl\u00fclde 54,1’e geriledi\u011fi, \u00c7in limanlar\u0131ndaki konteyner trafi\u011finin ise 20 Eyl\u00fcl’de sona eren haftada ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 9 artarak 7,3 milyon konteynere ula\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. \u0130ngiltere’nin \u0130ran bankalar\u0131na y\u00f6nelik lisans politikas\u0131n\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131\u011f\u0131, Goldman Sachs\u2019\u0131n 2026 sonu alt\u0131n fiyat\u0131 tahminini ons ba\u015f\u0131na 4 bin 900 dolardan 4 bin 650 dolara indirdi\u011fi belirtildi.<\/p>\n
A1 Capital ayr\u0131ca k\u00fcresel bor\u00e7lar\u0131n 2026’n\u0131n ilk yar\u0131s\u0131nda 10 trilyon dolardan fazla artarak 365,5 trilyon dolara ula\u015ft\u0131\u011f\u0131n\u0131 ve k\u00fcresel borcun gayrisafi yurt i\u00e7i has\u0131laya (GSYH) oran\u0131n\u0131n y\u00fczde 310 seviyesinde bulundu\u011funu aktard\u0131.<\/p>\n
\u015eirket haberleri taraf\u0131nda AGROT\u2019un ba\u011fl\u0131 ortakl\u0131\u011f\u0131n\u0131n sermayesini 150 milyon TL\u2019ye y\u00fckseltti\u011fi ve \u015firketin sermaye art\u0131r\u0131m\u0131na 134,91 milyon TL ile i\u015ftirak etti\u011fi belirtildi. ASGYO\u2019nun azami 15 milyon pay ve 150 milyon TL fonla pay geri al\u0131m program\u0131 uygulama karar\u0131 ald\u0131\u011f\u0131, BLCYT\u2019nin ise azami 100 milyon pay ve 500 milyon TL fonla bir y\u0131ll\u0131k geri al\u0131m program\u0131 ba\u015flatt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
BRKVY\u2019nin ING Bank\u2019\u0131n tahsili gecikmi\u015f alacak sat\u0131\u015f\u0131nda 325,6 milyon TL anaparal\u0131 bireysel portf\u00f6y\u00fcn ihalesini en y\u00fcksek teklifle kazand\u0131\u011f\u0131, SMRVA\u2019n\u0131n da Fibabanka\u2019n\u0131n 230 milyon TL anapara b\u00fcy\u00fckl\u00fc\u011f\u00fcndeki bireysel portf\u00f6y ihalesini kazand\u0131\u011f\u0131 ifade edildi.<\/p>\n
EGEGY\u2019nin \u00c7ekmek\u00f6y\u2019de 6 bin 835,43 metrekare y\u00fcz\u00f6l\u00e7\u00fcml\u00fc arsa i\u00e7in s\u00f6zle\u015fme imzalad\u0131\u011f\u0131, EKGYO\u2019nun Ey\u00fcpsultan Hasdal 2. Etap ihalesinde 42,533 milyar TL arsa sat\u0131\u015f\u0131 kar\u015f\u0131l\u0131\u011f\u0131 toplam gelir ve y\u00fczde 40 \u015firket pay\u0131 oran\u0131yla 17,0132 milyar TL \u015firket pay\u0131 geliri teklifine ula\u015f\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
ORGE\u2019nin Ankara\u2019daki Turkcell Hyperscale Veri Merkezi Projesi\u2019nin ilk etap elektrik i\u015fleri i\u00e7in 4,95 milyon euro art\u0131 KDV tutar\u0131ndaki teklifinin kabul edildi\u011fi ve s\u00f6zle\u015fme g\u00f6r\u00fc\u015fmelerine ba\u015fland\u0131\u011f\u0131 belirtildi. PATEK\u2019in pay geri al\u0131m program\u0131 kapsam\u0131nda 500 milyon TL azami fon ve 20 milyon adet azami pay belirledi\u011fi, ba\u011fl\u0131 ortakl\u0131\u011f\u0131n\u0131n Kent G\u00fcvenli\u011fi Y\u00f6netim Sistemi ve Plaka Tan\u0131ma Sistemi projesi kapsam\u0131nda 6,645 milyon dolar art\u0131 KDV bedelli s\u00f6zle\u015fme imzalad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
THYAO\u2019nun 2033-2037 y\u0131llar\u0131 aras\u0131nda teslim al\u0131nmak \u00fczere Boeing\u2019den 100\u2019\u00fc kesin, 50\u2019si opsiyon olmak \u00fczere toplam 150 adet B737 MAX tipi u\u00e7ak sat\u0131n alma karar\u0131 ald\u0131\u011f\u0131 ifade edildi. OTTO\u2019nun ise ba\u011fl\u0131 ortakl\u0131\u011f\u0131 OTTO Giri\u015fim ve Teknoloji Yat\u0131r\u0131m\u2019daki paylar\u0131n\u0131n tamam\u0131n\u0131 OMARS Uluslararas\u0131 \u0130n\u015faat Enerji Savunma Sanayi Ltd. \u015eti.\u2019ye devretme karar\u0131 ald\u0131\u011f\u0131 ve yakla\u015f\u0131k 2 milyar TL\u2019lik kayna\u011f\u0131n yeni yat\u0131r\u0131m alanlar\u0131na y\u00f6nlendirilmesinin planland\u0131\u011f\u0131 belirtildi.<\/p>\n
VANGD hakk\u0131nda g\u00f6r\u00fclen davada ihtiyati tedbirin kald\u0131r\u0131lmas\u0131 talebinin reddedildi\u011fi, YKBNK davas\u0131n\u0131n ise taraflardan biri taraf\u0131ndan yenileninceye kadar i\u015flemden kald\u0131r\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131. ZOREN\u2019in uzun vadeli kurumsal aile notunun Moody\u2019s taraf\u0131ndan \u201cB3\u201dten \u201cCaa1\u201de, g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn ise \u201cNegatif\u201d olarak korundu\u011fu ifade edildi.<\/p>\n
Pay al\u0131m sat\u0131m i\u015flemleri kapsam\u0131nda ise AHSGY, AVHOL, AZTEK, BAHKM, BLUME, BMSTL, CEMAS, EFOR ve ENTRA gibi \u015firketlerde ger\u00e7ekle\u015ftirilen al\u0131m-sat\u0131m i\u015flemleri ile pay oranlar\u0131ndaki de\u011fi\u015fimlerin kamuoyuna duyuruldu\u011fu aktar\u0131ld\u0131. GENIL\u2019de Abidin G\u00fclm\u00fc\u015f\u2019\u00fcn sat\u0131\u015f i\u015flemi sonras\u0131 pay\u0131n\u0131n y\u00fczde 65,31\u2019e geriledi\u011fi, \u015e\u00fckr\u00fc T\u00fcrkmen\u2019in al\u0131m\u0131yla pay\u0131n\u0131n y\u00fczde 0,62\u2019ye ula\u015ft\u0131\u011f\u0131 belirtildi. GLRMK ve GLYHO\u2019da ger\u00e7ekle\u015ftirilen pay al\u0131mlar\u0131na ili\u015fkin oran de\u011fi\u015fiklikleri de b\u00fcltende yer ald\u0131.<\/p>\n
<\/strong> \u0130stanbul, 23 Eyl\u00fcl (Hibya) – A1 Capital taraf\u0131ndan yay\u0131mlanan G\u00fcnl\u00fck B\u00fclten\u2019de, ABD-\u00c7in ili\u015fkilerindeki yumu\u015fama ile y\u00fckselen tahvil faizlerinin k\u00fcresel piyasalar\u0131n ana g\u00fcndemini olu\u015fturdu\u011fu aktar\u0131ld\u0131.<\/p>\n","protected":false},"author":1,"featured_media":155670,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-155669","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/155669","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=155669"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/155669\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/155670"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=155669"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=155669"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=155669"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"