{"id":158507,"date":"2026-09-29T09:15:02","date_gmt":"2026-09-29T06:15:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/29\/kuresel-piyasalarda-temkinli-gorunum-one-cikiyor"},"modified":"2026-09-29T09:15:02","modified_gmt":"2026-09-29T06:15:02","slug":"kuresel-piyasalarda-temkinli-gorunum-one-cikiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/29\/kuresel-piyasalarda-temkinli-gorunum-one-cikiyor\/","title":{"rendered":"K\u00fcresel piyasalarda temkinli g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor"},"content":{"rendered":"<p>Pusula Yat\u0131r\u0131m analizine g\u00f6re, Avrupa\u2019da Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) temkinli duru\u015fu \u00f6ne \u00e7\u0131karken, k\u00fcresel piyasalarda faiz ve jeopolitik geli\u015fmeler takip ediliyor.<\/p>\n<p>ECB Ba\u015fkan\u0131 Christine Lagarde, Avro B\u00f6lgesi\u2019nde enflasyonun y\u00fczde 3\u2019\u00fc a\u015farak y\u0131l sonuna do\u011fru y\u00fczde 4 seviyesine yakla\u015fmas\u0131na ve ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131n\u0131n etkisiyle y\u00fckselen petrol ve do\u011fal gaz fiyatlar\u0131na ra\u011fmen, art\u0131\u015f\u0131n hen\u00fcz \u00fccretler \u00fczerinde kal\u0131c\u0131 ikinci tur etkilere yol a\u00e7mad\u0131\u011f\u0131n\u0131 belirtti. Lagarde, bu do\u011frultuda \u00f6l\u00e7\u00fcl\u00fc bir politika yan\u0131t\u0131n\u0131n uygun oldu\u011funu ifade etti.<\/p>\n<p>Pusula Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, ECB\u2019nin ekim ay\u0131ndaki toplant\u0131y\u0131 pas ge\u00e7erek yeni ekonomik projeksiyonlar\u0131n a\u00e7\u0131klanaca\u011f\u0131 aral\u0131k ay\u0131nda faiz art\u0131\u015f\u0131na gitmesi ve \u00f6l\u00e7\u00fcl\u00fc s\u0131k\u0131la\u015fma patikas\u0131n\u0131 s\u00fcrd\u00fcrmesi bekleniyor. \u0130malat, i\u015f g\u00fcc\u00fc piyasas\u0131 ve yat\u0131r\u0131mlardaki g\u00fc\u00e7l\u00fc performans\u0131n ekonomik b\u00fcy\u00fcmeyi destekledi\u011fi belirtildi.<\/p>\n<p>Avustralya Merkez Bankas\u0131 ise politika faizini 25 baz puan art\u0131rarak y\u00fczde 4,60\u2019a y\u00fckseltti. Bankan\u0131n karar\u0131nda, Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n derinle\u015fmesiyle y\u00fckselen k\u00fcresel enerji fiyatlar\u0131, yapay zeka kaynakl\u0131 teknoloji \u00fcr\u00fcnlerine y\u00f6nelik talep, yerel kapasite bask\u0131lar\u0131 ve beklentilerin \u00fczerinde gelen enflasyon verilerinin etkili oldu\u011fu aktar\u0131ld\u0131. Banka, enflasyonun kal\u0131c\u0131 hale gelmesini \u00f6nlemek amac\u0131yla gerekti\u011finde faiz oranlar\u0131n\u0131 daha da art\u0131rabilece\u011fini bildirdi.<\/p>\n<p>K\u00fcresel piyasalarda ise FTSE All World Endeksi y\u00fczde 0,23 d\u00fc\u015f\u00fc\u015fle 748,21 puana, geli\u015fmekte olan piyasalar endeksi y\u00fczde 0,44 kay\u0131pla 712,02 puana geriledi. S&amp;P 500 y\u00fczde 0,19, Nasdaq 100 y\u00fczde 1,08, Dow Jones y\u00fczde 0,67, DAX y\u00fczde 0,13 ve FTSE 100 y\u00fczde 0,10 de\u011fer kaybetti. Asya taraf\u0131nda Shanghai Bile\u015fik Endeksi y\u00fczde 1,74, Nikkei 225 y\u00fczde 1,54 gerilerken, Hang Seng y\u00fczde 0,20 d\u00fc\u015ft\u00fc.<\/p>\n<p>Analizde ABD-\u0130ran aras\u0131ndaki dolayl\u0131 g\u00f6r\u00fc\u015fmelere de yer verildi. Taraflar\u0131n Katarl\u0131 arabulucular \u00fczerinden temaslar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, \u0130ran\u2019\u0131n dondurulan fonlar\u0131n serbest b\u0131rak\u0131lmas\u0131, petrol yapt\u0131r\u0131mlar\u0131n\u0131n kald\u0131r\u0131lmas\u0131 ve deniz ablukas\u0131n\u0131n sonland\u0131r\u0131lmas\u0131n\u0131 i\u00e7eren revize edilmi\u015f bir ate\u015fkes plan\u0131 sundu\u011fu belirtildi.<\/p>\n<p>ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n ise s\u00f6z konusu teklifi yetersiz bularak reddetti\u011fi, ancak arabulucularla temaslar\u0131n devam etti\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Emtia taraf\u0131nda ons alt\u0131n y\u00fczde 0,63 art\u0131\u015fla 4.140,79 dolara, ons g\u00fcm\u00fc\u015f y\u00fczde 0,32 y\u00fckseli\u015fle 60,84 dolara \u00e7\u0131kt\u0131. Brent petrol y\u00fczde 0,36 art\u0131\u015fla 95,85 dolar seviyesinde i\u015flem g\u00f6rd\u00fc. Pusula Yat\u0131r\u0131m, alt\u0131n i\u00e7in 4.109, 4.006 ve 3.881 dolar seviyelerini destek; 4.268, 4.441 ve 4.589 dolar seviyelerini diren\u00e7 olarak takip ediyor.<\/p>\n<p>Raporda g\u00fcm\u00fc\u015fte 60,30, 57,52 ve 54,74 dolar seviyeleri destek, 63,64, 67 ve 71,20 dolar seviyeleri diren\u00e7 olarak g\u00f6sterildi. EUR\/USD paritesinde ise 1,1321, 1,1272 ve 1,1210 seviyeleri destek; 1,1397, 1,1454 ve 1,1511 seviyeleri diren\u00e7 olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n<p>Pusula Yat\u0131r\u0131m ayr\u0131ca, Nasdaq 100 i\u00e7in 29.981, 29.291 ve 28.551 seviyelerini destek, 31.029 seviyesini diren\u00e7 olarak belirtti. Brent petrolde ise devam eden jeopolitik riskler nedeniyle do\u011frudan destek ve diren\u00e7 seviyelerinin belirlenmesinin riskli oldu\u011fu de\u011ferlendirmesine yer verildi.<\/p>\n<p>Analizde g\u00fcn i\u00e7inde Euro B\u00f6lgesi ekonomik g\u00fcven endeksi, ABD Conference Board t\u00fcketici g\u00fcveni, JOLTS i\u015f imkanlar\u0131 ve personel de\u011fi\u015fim oran\u0131 ile ABD Merkez Bankas\u0131 yetkilisi John Williams\u2019\u0131n konu\u015fmas\u0131n\u0131n takip edilece\u011fi bildirildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 29 Eyl\u00fcl (Hibya) &#8211;  Pusula Yat\u0131r\u0131m, ECB\u2019nin temkinli duru\u015funun \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtirken, k\u00fcresel piyasalarda faiz kararlar\u0131, enerji fiyatlar\u0131 ve ABD-\u0130ran geli\u015fmelerinin takip edildi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":158508,"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-158507","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\/158507","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=158507"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/158507\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/158508"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=158507"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=158507"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=158507"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}