Gedik Yat\u0131r\u0131m\u2019\u0131n analizinde, k\u00fcresel piyasalarda ABD-\u0130ran aras\u0131ndaki diplomatik temaslar, enerji fiyatlar\u0131n\u0131n seyri ve ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz politikas\u0131na ili\u015fkin beklentiler yak\u0131ndan izleniyor.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, ABD heyeti ile \u0130ran heyeti aras\u0131ndaki ilk g\u00f6r\u00fc\u015fmenin verimli ge\u00e7ti\u011fini ve yak\u0131n zamanda yeni g\u00f6r\u00fc\u015fmelerin planland\u0131\u011f\u0131n\u0131 ifade ederken, \u0130ran Cumhurba\u015fkan\u0131 Mesud Peze\u015fkiyan ise kar\u015f\u0131l\u0131kl\u0131 sayg\u0131ya dayal\u0131 diplomasiye haz\u0131r olduklar\u0131n\u0131 belirtti.<\/p>\n
Gedik Yat\u0131r\u0131m, \u00f6n\u00fcm\u00fczdeki s\u00fcre\u00e7te ABD-\u0130ran aras\u0131ndaki diplomatik temaslar ve bu konudaki haber ak\u0131\u015flar\u0131n\u0131n enerji fiyatlar\u0131 a\u00e7\u0131s\u0131ndan belirleyici olabilece\u011fini aktard\u0131.<\/p>\n
ABD\u2019de S&P Global bile\u015fik PMI endeksi eyl\u00fclde 58,4\u2019e y\u00fckselerek Temmuz 2021\u2019den bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131. \u00d6nc\u00fc imalat ve hizmet PMI verilerinin beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesi ve Fed \u00fcyelerinden gelen \u015fahin tonlu a\u00e7\u0131klamalar, faiz art\u0131r\u0131m beklentilerinde art\u0131\u015fa neden oldu.<\/p>\n
Rapora g\u00f6re piyasalar, ekim toplant\u0131s\u0131nda Fed\u2019in 25 baz puan faiz art\u0131rmas\u0131na y\u00fczde 75 ihtimal veriyor. Dolar k\u00fcresel \u00e7apta de\u011fer kazan\u0131rken, ABD tahvil faizlerindeki y\u00fckseli\u015f k\u00fcresel risk i\u015ftah\u0131 ve hisse piyasalar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu.<\/p>\n
Avrupa hisse senedi piyasalar\u0131nda hafta ba\u015f\u0131ndaki y\u00fckseli\u015fin ard\u0131ndan d\u00fcn zay\u0131f bir g\u00f6r\u00fcn\u00fcm izlendi. Euro Stoxx 50 vadeli endeksi y\u00fczde 0,41 gerilerken, Avrupa borsalar\u0131 bu sabah yakla\u015f\u0131k y\u00fczde 0,50 sat\u0131c\u0131l\u0131 seyrediyor.<\/p>\n
Euro B\u00f6lgesi\u2019nde bile\u015fik PMI, a\u011fustostaki 52 seviyesinden eyl\u00fclde 53,1\u2019e y\u00fckseldi. Almanya\u2019da faaliyetler Ekim 2025\u2019ten bu yana en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 kaydederken, Fransa\u2019da ise iki y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en h\u0131zl\u0131 b\u00fcy\u00fcmesi g\u00f6r\u00fcld\u00fc.<\/p>\n
ABD\u2019nin \u0130ran ile diplomatik g\u00f6r\u00fc\u015fmelerde ilerleme kaydedildi\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 sonras\u0131nda Avrupa\u2019da do\u011falgaz fiyatlar\u0131nda da geri \u00e7ekilme ya\u015fand\u0131. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki trafi\u011fin yeniden ba\u015flamas\u0131na y\u00f6nelik beklentilerin k\u00fcresel arz\u0131 art\u0131rabilece\u011fi de\u011ferlendirildi.<\/p>\n
T\u00fcrkiye taraf\u0131nda d\u00fcn veri ak\u0131\u015f\u0131 sakin seyrederken, OECD\u2019nin T\u00fcrkiye\u2019nin 2026 b\u00fcy\u00fcme tahminini y\u00fczde 2,7, 2027 b\u00fcy\u00fcme tahminini ise y\u00fczde 3,6 olarak \u00f6ng\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Bug\u00fcn a\u00e7\u0131klanacak TCMB haftal\u0131k para ve banka istatistiklerinin fiyatlamalar \u00fczerinde belirgin bir etki olu\u015fturmas\u0131n\u0131n beklenmedi\u011fi belirtilirken, son d\u00f6nemde fonlarda ya\u015fanan dalgalanman\u0131n parasal b\u00fcy\u00fckl\u00fcklere etkisinin takip edilece\u011fi ifade edildi.<\/p>\n
Dolar\/TL\u2019de d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fc kaydedildi. BIST 100 Endeksi ise d\u00fcn 13.152-13.357 puan aral\u0131\u011f\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 0,40 y\u00fckseli\u015fle 13.251 puandan tamamlad\u0131. G\u00f6sterge tahvil faizi y\u00fczde 39,68, 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 35,08 seviyesinde g\u00fcn\u00fc tamamlad\u0131.<\/p>\n
Gedik Yat\u0131r\u0131m, ABD\u2019de g\u00fc\u00e7l\u00fc gelen PMI verileri, y\u00fckselen petrol fiyatlar\u0131 ve artan enflasyon endi\u015felerinin de\u011ferli metaller \u00fczerinde bask\u0131 olu\u015fturdu\u011funu belirtti.<\/p>\n
Ons alt\u0131nda g\u00fcn i\u00e7i destek seviyeleri 4.251, 4.215 ve 4.156 dolar; diren\u00e7 seviyeleri ise 4.310, 4.345 ve 4.404 dolar olarak s\u0131raland\u0131.<\/p>\n
Ons g\u00fcm\u00fc\u015fte ise destek seviyeleri 63,25, 62,09 ve 59,96 dolar; diren\u00e7 seviyeleri 65,37, 66,53 ve 68,66 dolar olarak verildi.<\/p>\n
Brent petrolde ABD-\u0130ran aras\u0131ndaki diplomasi beklentilerinin ard\u0131ndan ya\u015fanan geri \u00e7ekilmenin sonras\u0131nda yeniden y\u00fckseli\u015f e\u011filiminin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Gedik Yat\u0131r\u0131m, b\u00f6lgedeki tansiyonun y\u00fcksek seyretmesi ve diplomatik g\u00f6r\u00fc\u015fmelerin zaman zaman sonu\u00e7suz kalmas\u0131n\u0131n petrol fiyatlar\u0131nda \u00e7ift y\u00f6nl\u00fc hareketlili\u011fi art\u0131rabilece\u011fini kaydetti.<\/p>\n
Brent petrolde destekler 101,68, 99,54 ve 95,77 dolar; diren\u00e7ler 105,44, 107,58 ve 111,35 dolar olarak a\u00e7\u0131kland\u0131.<\/p>\n
Nasdaq yak\u0131n vadeli kontratlar\u0131, teknoloji hisselerindeki al\u0131mlarla haftaya g\u00fc\u00e7l\u00fc ba\u015flamas\u0131n\u0131n ard\u0131ndan d\u00fcn y\u00fczde 1,02 d\u00fc\u015f\u00fc\u015fle 30.459 puandan g\u00fcn\u00fc tamamlad\u0131. Bu sabah ise hafif sat\u0131c\u0131l\u0131 seyir izlendi.<\/p>\n
Nasdaq i\u00e7in destek seviyeleri 30.090, 29.910 ve 29.830; diren\u00e7 seviyeleri 30.420, 30.540 ve 30.730 olarak belirtildi.<\/p>\n
Dow Jones yak\u0131n vadeli kontratlar\u0131 da g\u00fcn\u00fc y\u00fczde 0,81 d\u00fc\u015f\u00fc\u015fle 51.474 puandan tamamlad\u0131. ABD 30 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,41\u2019in \u00fczerine \u00e7\u0131karak 2004\u2019ten bu yana en y\u00fcksek seviyeye ula\u015fmas\u0131n\u0131n risk i\u015ftah\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu aktar\u0131ld\u0131.<\/p>\n
Dow Jones i\u00e7in destek seviyeleri 51.280, 51.150 ve 50.830; diren\u00e7 seviyeleri ise 51.535, 51.650 ve 51.825 olarak kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 24 Eyl\u00fcl (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda ABD-\u0130ran aras\u0131ndaki diplomatik temaslar, enerji fiyatlar\u0131 ve Fed\u2019in faiz politikas\u0131 beklentilerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":155843,"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-155842","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\/155842","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=155842"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/155842\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/155843"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=155842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=155842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=155842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"