Trive Yat\u0131r\u0131m analizine g\u00f6re, ABD ile \u0130ran\u2019\u0131n arabuluculara ayr\u0131 ayr\u0131 ba\u015fvurmas\u0131 diplomatik kanal\u0131n yeniden a\u00e7\u0131ld\u0131\u011f\u0131na i\u015faret ederken, piyasalarda fiyatlaman\u0131n a\u011f\u0131rl\u0131k merkezi enerji arz\u0131 ve faiz taraf\u0131nda kalmaya devam ediyor. Washington\u2019\u0131n hafta sonu \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin plan\u0131n\u0131 reddetmesinin ard\u0131ndan Brent petrol 106 dolar\u0131n \u00fczerine \u00e7\u0131karken, uzun vadeli ABD tahvil getirileri 2007\u2019den bu yana g\u00f6r\u00fclmeyen seviyelere y\u00fckseldi. Vadeli piyasalarda Fed\u2019in ekim ay\u0131nda faiz art\u0131rma ihtimali y\u00fczde 70\u2019in \u00fczerinde fiyatlan\u0131rken, petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin enflasyon \u00fczerinden faiz beklentilerini yukar\u0131 \u00e7ekti\u011fi ve hisse senetleri ile alt\u0131n \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtildi.<\/p>\n
ABD-\u0130ran hatt\u0131nda arabulucu diplomasisinin yeniden g\u00fcndeme geldi\u011fi aktar\u0131lan analizde, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 bir hafta i\u00e7inde yeniden a\u00e7may\u0131 \u00f6ng\u00f6ren \u00f6nerisini reddetti\u011fini a\u00e7\u0131klad\u0131\u011f\u0131 belirtildi. \u0130ran\u2019\u0131n \u00f6nerisinin ABD\u2019nin \u0130ran limanlar\u0131na y\u00f6nelik deniz ablukas\u0131n\u0131 kald\u0131rmas\u0131, \u0130ran petrol sat\u0131\u015flar\u0131na y\u00f6nelik yapt\u0131r\u0131mlardan muafiyet tan\u0131mas\u0131 ve L\u00fcbnan\u2019\u0131 da kapsayan bir ate\u015fkese uyulmas\u0131 kar\u015f\u0131l\u0131\u011f\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n a\u00e7\u0131lmas\u0131 ve n\u00fckleer m\u00fczakerelerin yedi g\u00fcn i\u00e7inde yeniden ba\u015flat\u0131lmas\u0131n\u0131 i\u00e7erdi\u011fi ifade edildi.<\/p>\n
\u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Arak\u00e7i\u2019nin ret karar\u0131n\u0131n resmi kanallardan kendilerine iletilmedi\u011fini ve arabuluculardan kesin g\u00f6r\u00fc\u015f\u00fc beklediklerini belirtti\u011fi aktar\u0131ld\u0131. Pazartesi itibar\u0131yla iki taraf\u0131n \u00e7at\u0131\u015fmay\u0131 sona erdirme \u00e7abalar\u0131 kapsam\u0131nda arabuluculara ayr\u0131 ayr\u0131 ba\u015fvurdu\u011fu, b\u00f6lgesel arabulucular\u0131n ate\u015fkes m\u00fczakereleri i\u00e7in bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 kaydedildi. Arak\u00e7i\u2019nin New York\u2019ta arabulucularla g\u00f6r\u00fc\u015fmesinin beklendi\u011fi, ABD\u2019li yetkililerin toplant\u0131da yer almayaca\u011f\u0131 belirtildi.<\/p>\n
Brent petrol\u00fcn ikinci g\u00fcnl\u00fck y\u00fckseli\u015fini ger\u00e7ekle\u015ftirdi\u011fi ifade edilen analizde, kas\u0131m vadeli Brent\u2019in y\u00fczde 1,22 art\u0131\u015fla varil ba\u015f\u0131na 106,56 dolara, WTI\u2019\u0131n ise y\u00fczde 1\u2019in \u00fczerinde y\u00fckseli\u015fle 93,57 dolara \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Suudi Arabistan ile Husiler aras\u0131ndaki gerilimin b\u00f6lgedeki enerji altyap\u0131s\u0131 ve petrol ak\u0131\u015flar\u0131na ili\u015fkin endi\u015feleri canl\u0131 tuttu\u011fu aktar\u0131ld\u0131.<\/p>\n
ABD piyasalar\u0131nda \u00f6nceki seansta Dow Jones\u2019un 300 puan\u0131n \u00fczerinde, S&P 500\u2019\u00fcn y\u00fczde 0,8 ve Nasdaq Bile\u015fik Endeksi\u2019nin y\u00fczde 0,9 geriledi\u011fi kaydedildi. 10 y\u0131ll\u0131k ABD tahvil getirisinin y\u00fczde 5,25 ile 2007\u2019den bu yana en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131, 30 y\u0131ll\u0131k getirinin ise y\u00fczde 5,56\u2019y\u0131 a\u015farak 2004 zirvesi civar\u0131na y\u00fckseldi\u011fi belirtildi. Yat\u0131r\u0131mc\u0131lar\u0131n kal\u0131c\u0131 enflasyonun Fed\u2019i faiz art\u0131r\u0131m\u0131na y\u00f6neltebilece\u011fi endi\u015fesi ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Asya piyasalar\u0131nda da d\u00fc\u015f\u00fc\u015flerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 analizde, Dow Jones vadeli kontratlar\u0131n\u0131n y\u00fczde 0,23, SP 500 vadeli kontratlar\u0131n\u0131n y\u00fczde 0,2 ve Nasdaq 100 vadeli kontratlar\u0131n\u0131n y\u00fczde 0,42 geriledi\u011fi aktar\u0131ld\u0131. Japonya\u2019da Nikkei 225\u2019in y\u00fczde 0,39, Topix\u2019in y\u00fczde 1,12 ve G\u00fcney Kore\u2019de Kospi\u2019nin y\u00fczde 0,45 kay\u0131pla a\u00e7\u0131ld\u0131\u011f\u0131 belirtildi.<\/p>\n
Alt\u0131n\u0131n faiz art\u0131\u015f\u0131 beklentilerinden bask\u0131 g\u00f6rd\u00fc\u011f\u00fc kaydedilen analizde, spot alt\u0131n\u0131n \u00f6nceki seansta 5 A\u011fustos\u2019tan bu yana en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fckten sonra 4.124,57 dolar civar\u0131nda yatay seyretti\u011fi, ABD alt\u0131n vadeli kontratlar\u0131n\u0131n ise y\u00fczde 0,3 d\u00fc\u015f\u00fc\u015fle 4.156,70 dolara geriledi\u011fi ifade edildi. Vadeli piyasa fiyatlamalar\u0131na g\u00f6re Fed\u2019in ekim ay\u0131nda faiz art\u0131rma ihtimalinin y\u00fczde 70,3 seviyesinde oldu\u011fu belirtildi. Hafta boyunca a\u00e7\u0131klanacak a\u00e7\u0131k i\u015f ilanlar\u0131, ADP \u00f6zel sekt\u00f6r istihdam\u0131, ki\u015fisel t\u00fcketim harcamalar\u0131 ve tar\u0131m d\u0131\u015f\u0131 istihdam verilerinin faiz fiyatlamas\u0131n\u0131n y\u00f6n\u00fcnde belirleyici olmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Yapay zeka taraf\u0131nda Nvidia\u2019n\u0131n hisse geri al\u0131m program\u0131na 150 milyar dolarl\u0131k ek yetki verdi\u011fi ve toplam tutar\u0131n 235 milyar dolara \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. \u015eirketin program\u0131 2028 mali y\u0131l\u0131 sonuna kadar tamamlamay\u0131 hedefledi\u011fi kaydedildi. Nvidia hisselerinin g\u00fcn\u00fc y\u00fczde 1,68 y\u00fckseli\u015fle 228,86 dolardan tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Analizde Anthropic\u2019in halka arz izahnamesinde yer alan finansal verilerin de yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n sermaye yo\u011funlu\u011funu g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 belirtildi. \u015eirket gelirlerinin 2025\u2019te 12 kat artarak yakla\u015f\u0131k 4,6 milyar dolara ula\u015ft\u0131\u011f\u0131, faaliyet zarar\u0131n\u0131n ise belirli de\u011fer d\u00fc\u015f\u00fckl\u00fckleri hari\u00e7 8 milyar dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi. Gelirin yakla\u015f\u0131k d\u00f6rtte birinin iki m\u00fc\u015fteriden geldi\u011fi ve b\u00fcy\u00fck m\u00fc\u015fterilerin \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fcn uzun vadeli s\u00f6zle\u015fmelerle ba\u011fl\u0131 olmad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Yurt i\u00e7inde ise fon soru\u015fturmas\u0131n\u0131n Borsa \u0130stanbul\u2019un y\u00f6n\u00fc \u00fczerinde etkili olmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi. Cumhurba\u015fkan\u0131 Erdo\u011fan\u2019\u0131n Kabine Toplant\u0131s\u0131\u2019n\u0131n ard\u0131ndan yapt\u0131\u011f\u0131 a\u00e7\u0131klamada sorunun fon piyasas\u0131n\u0131n s\u0131n\u0131rl\u0131 bir b\u00f6l\u00fcm\u00fcnde ortaya \u00e7\u0131kt\u0131\u011f\u0131n\u0131, finansal sisteme sirayet eden bir risk bulunmad\u0131\u011f\u0131n\u0131 ve T\u00fcrk sermaye piyasas\u0131n\u0131n bu s\u0131namay\u0131 a\u015facak dayan\u0131kl\u0131l\u0131\u011fa sahip oldu\u011funu belirtti\u011fi aktar\u0131ld\u0131. Erdo\u011fan\u2019\u0131n ayr\u0131ca piyasa bozucu eylemlere kar\u0131\u015ft\u0131\u011f\u0131 tespit edilenlerin hukuk \u00f6n\u00fcnde hesap verece\u011fini, kapat\u0131lan fonlar\u0131n tasfiye s\u00fcrecinin y\u00fcr\u00fct\u00fcld\u00fc\u011f\u00fcn\u00fc ve sermaye piyasalar\u0131n\u0131n i\u015fleyi\u015fini g\u00fc\u00e7lendirecek d\u00fczenlemelerin hayata ge\u00e7irilece\u011fini ifade etti\u011fi kaydedildi.<\/p>\n
BIST 100 endeksinin son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,38 d\u00fc\u015f\u00fc\u015fle 12.592,76 puandan tamamlad\u0131\u011f\u0131, g\u00fcn i\u00e7inde 12.455,53 puana kadar geriledi\u011fi belirtildi. Yakla\u015f\u0131k 115,2 milyar liral\u0131k i\u015flem hacminin ger\u00e7ekle\u015fti\u011fi seansta 575 hissenin de\u011fer kaybetti\u011fi, 51 hissenin ise y\u00fckseldi\u011fi aktar\u0131ld\u0131. Endeksin 21 Eyl\u00fcl kapan\u0131\u015f\u0131ndan bu yana y\u00fczde 5,59 geriledi\u011fi kaydedildi. Analizde, 13.170 seviyesinin ilk diren\u00e7 ve ana y\u00f6n a\u00e7\u0131s\u0131ndan belirleyici oldu\u011fu, bu seviyenin alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece toparlanma denemelerinin tepki al\u0131m\u0131 olarak de\u011ferlendirilece\u011fi belirtildi. A\u015fa\u011f\u0131da 12.390 seviyesinin ana destek olarak takip edildi\u011fi, 13.170\u2019in a\u015f\u0131lmas\u0131 halinde ise 13.340 seviyesinin ara diren\u00e7 olarak izlenece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 29 Eyl\u00fcl (Hibya)- Trive Yat\u0131r\u0131m analizine g\u00f6re, ABD ile \u0130ran aras\u0131nda arabuluculuk giri\u015fimlerinin yeniden g\u00fcndeme gelmesine kar\u015f\u0131n piyasalarda enerji arz\u0131 ve faiz beklentileri belirleyici olmaya devam ediyor. Yurt i\u00e7inde ise fon soru\u015fturmas\u0131n\u0131n etkisiyle BIST 100 y\u00fczde 2,38 gerilerken, k\u00fcresel tahvil getirilerindeki y\u00fckseli\u015f ve petrol fiyatlar\u0131ndaki art\u0131\u015f risk i\u015ftah\u0131n\u0131 bask\u0131l\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":158500,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-158499","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/158499","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=158499"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/158499\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/158500"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=158499"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=158499"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=158499"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"