{"id":156464,"date":"2026-09-25T08:30:04","date_gmt":"2026-09-25T05:30:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/25\/piyasalarda-tahvil-alimlari-ve-muzakere-mesajlariyla-toparlanma"},"modified":"2026-09-25T08:30:04","modified_gmt":"2026-09-25T05:30:04","slug":"piyasalarda-tahvil-alimlari-ve-muzakere-mesajlariyla-toparlanma","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/25\/piyasalarda-tahvil-alimlari-ve-muzakere-mesajlariyla-toparlanma\/","title":{"rendered":"Piyasalarda tahvil al\u0131mlar\u0131 ve m\u00fczakere mesajlar\u0131yla toparlanma"},"content":{"rendered":"<p class=\"MsoNormal\">BIST 100 endeksi, d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcne 79,41 puan d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131. G\u00fcn i\u00e7erisinde k\u00fcresel geli\u015fmelere paralel olarak sat\u0131\u015f bask\u0131s\u0131n\u0131n derinle\u015fti\u011fi endeks, seans\u0131 y\u00fczde 2,74 d\u00fc\u015f\u00fc\u015fle 12 bin 888,33 puandan tamamlad\u0131. Endeksin i\u015flem hacmi, \u00f6nceki g\u00fcnk\u00fc 133,07 milyar TL seviyesinden 110,52 milyar TL\u2019ye geriledi. Puan baz\u0131nda endekse en fazla negatif etki eden hisseler ASELS, BIMAS ve THYAO oldu.<\/p>\n<p class=\"MsoNormal\">Alnus Yat\u0131r\u0131m analizinde, yurt i\u00e7inde Avrupa \u0130mar ve Kalk\u0131nma Bankas\u0131n\u0131n T\u00fcrkiye b\u00fcy\u00fcme tahmini revizyonu ve T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n rezerv verilerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. EBRD, T\u00fcrkiye ekonomisi i\u00e7in 2026 b\u00fcy\u00fcme tahminini y\u00fczde 3,5\u2019ten y\u00fczde 3\u2019e indirirken, 2027\u2019de b\u00fcy\u00fcmenin y\u00fczde 4\u2019e h\u0131zlanmas\u0131n\u0131n beklendi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n<p class=\"MsoNormal\">TCMB\u2019nin 18 Eyl\u00fcl haftas\u0131 itibar\u0131yla br\u00fct rezerv varl\u0131klar\u0131 y\u00fczde 2,4 azal\u0131\u015fla 174,4 milyar dolara gerilerken, net rezervler 62,25 milyar dolardan 55,84 milyar dolara d\u00fc\u015ft\u00fc. Ayn\u0131 haftada yabanc\u0131 yat\u0131r\u0131mc\u0131lar D\u0130BS ve hisse senedi varl\u0131klar\u0131nda s\u0131ras\u0131yla 116,9 milyon dolar ve 109,8 milyon dolarl\u0131k net sat\u0131\u015f ger\u00e7ekle\u015ftirdi.<\/p>\n<p class=\"MsoNormal\">K\u00fcresel piyasalarda ise \u0130ran\u2019\u0131n a\u00e7\u0131klamalar\u0131, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n ham petrol \u00fcr\u00fcnlerinin ihracat\u0131na y\u00f6nelik de\u011ferlendirmeleri ve New York Fed Ba\u015fkan\u0131 John Williams\u2019\u0131n a\u00e7\u0131klamalar\u0131 takip edildi. Analizde, Williams\u2019\u0131n y\u0131l sonuna kadar bir faiz art\u0131\u015f\u0131n\u0131n daha makul g\u00f6r\u00fclebilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n k\u00fcresel tahvil sat\u0131\u015flar\u0131n\u0131 destekledi\u011fi belirtildi.<\/p>\n<p class=\"MsoNormal\">K\u00fcresel tahvillerin ortalama getirisi y\u00fczde 4 seviyesine yakla\u015f\u0131rken, ABD\u2019nin 10 y\u0131ll\u0131k tahvil getirisi y\u00fczde 5,14 ile Temmuz 2007\u2019den bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. ABD\u2019nin 30 y\u0131ll\u0131k tahvil getirisi de 2004\u2019ten bu yana en y\u00fcksek seviyeyi g\u00f6rd\u00fc. Almanya\u2019n\u0131n 10 y\u0131ll\u0131k tahvil getirisi ise 2,5 baz puan art\u0131\u015fla y\u00fczde 3,575\u2019e y\u00fckselerek 17 y\u0131l\u0131n zirvesine ula\u015ft\u0131.<\/p>\n<p class=\"MsoNormal\">Jeopolitik geli\u015fmelerin de takip edildi\u011fi belirtilen analizde, \u0130ran dini liderinin dan\u0131\u015fman\u0131 Yahya Safavi\u2019nin ABD ile sava\u015f\u0131n olas\u0131 bir sald\u0131r\u0131 durumunda Hint Okyanusu\u2019na yay\u0131labilece\u011fine y\u00f6nelik a\u00e7\u0131klamas\u0131na yer verildi. Yemen\u2019deki Suudi Arabistan \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki koalisyon da \u0130ran destekli Husilerin yeniden sald\u0131r\u0131ya ge\u00e7ti\u011fini bildirdi.<\/p>\n<p class=\"MsoNormal\">Yeni i\u015flem g\u00fcn\u00fcnde ise \u0130ran Cumhurba\u015fkan\u0131 Mesud Peze\u015fkiyan\u2019\u0131n \u0130ran\u2019\u0131n sava\u015f pe\u015finde olmad\u0131\u011f\u0131 ve m\u00fczakereye dayal\u0131 anla\u015fma konusunda istekli oldu\u011funa y\u00f6nelik a\u00e7\u0131klamalar\u0131 takip ediliyor. A\u00e7\u0131klamalar\u0131n ard\u0131ndan Brent petrol fiyatlar\u0131 yeniden 99 dolar seviyelerine gerilerken, ABD Hazine Bakanl\u0131\u011f\u0131n\u0131n 4,1 milyar dolarl\u0131k tahvil al\u0131m\u0131 sonras\u0131nda k\u00fcresel tahvil faizlerinde de geri \u00e7ekilme g\u00f6r\u00fcld\u00fc.<\/p>\n<p class=\"MsoNormal\">Asya piyasalar\u0131nda kar\u0131\u015f\u0131k seyir izlenirken, Avrupa vadeli endekslerinde al\u0131c\u0131l\u0131, ABD vadeli endekslerinde ise yatay g\u00f6r\u00fcn\u00fcm hakim. Yurt i\u00e7inde \u00f6nemli bir makro veri ak\u0131\u015f\u0131 bulunmazken, k\u00fcresel tarafta ABD\u2019den a\u00e7\u0131klanacak \u00f6nc\u00fc dayan\u0131kl\u0131 mal sipari\u015fleri ve Michigan \u00dcniversitesi enflasyon beklentilerinin fiyatlamalarda etkili olabilece\u011fi belirtildi.<\/p>\n<p class=\"MsoNormal\">BIST 100 teknik g\u00f6r\u00fcn\u00fcm\u00fcnde 12 bin 900 seviyesinin alt\u0131nda kal\u0131c\u0131l\u0131\u011f\u0131n devam etmesi halinde sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrebilece\u011fi ve 12 bin 600 seviyesine kadar geri \u00e7ekilme g\u00f6r\u00fclebilece\u011fi ifade edildi. Bu seviyenin alt\u0131nda ise 12 bin 430 seviyesi takip edilecek. Al\u0131c\u0131l\u0131 seyirde 13 bin ve 13 bin 370 seviyeleri izlenecek.<\/p>\n<p class=\"MsoNormal\">V\u0130OP BIST-30 yak\u0131n vadeli kontrat\u0131nda ise 16 bin seviyesinin kritik destek oldu\u011fu, bu seviyenin alt\u0131nda 15 bin 800\u2019lere kadar geri \u00e7ekilme g\u00f6r\u00fclebilece\u011fi belirtildi. Al\u0131c\u0131l\u0131 seyirde 16 bin 350\u2019nin \u00fczerindeki fiyatlamalarda 16 bin 640 seviyesi diren\u00e7 b\u00f6lgesi olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<p class=\"MsoNormal\">Dolar\/TL ise son i\u015flem g\u00fcn\u00fcn\u00fc 48,95 civar\u0131nda yatay tamamlad\u0131. Yeni g\u00fcnde 48,96 seviyesinde yatay fiyatlama izlenirken, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 48,95 seviyesinin alt\u0131nda kal\u0131c\u0131l\u0131k olu\u015fup olu\u015fmayaca\u011f\u0131 takip edilecek.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 25 Eyl\u00fcl (Hibya)- Alnus Yat\u0131r\u0131m analizine g\u00f6re k\u00fcresel piyasalarda ABD Hazine Bakanl\u0131\u011f\u0131n\u0131n tahvil al\u0131m\u0131 ve \u0130ran\u2019dan gelen m\u00fczakere mesajlar\u0131 sonras\u0131nda toparlanma \u00f6ne \u00e7\u0131kt\u0131. BIST 100 endeksi ise d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,74 d\u00fc\u015f\u00fc\u015fle 12 bin 888 puandan tamamlad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":156465,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-156464","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\/156464","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=156464"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/156464\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/156465"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=156464"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=156464"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=156464"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}