Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda “K\u00fcresel man\u015fette, ABD\u2019de gelecek haftaki FOMC toplant\u0131s\u0131na d\u00f6n\u00fck 25 bp indirim beklentisinin y\u00fcksek seyri dolar endeksini be\u015f haftan\u0131n dibine yak\u0131n b\u00f6lgede tutarken, Asya\u2019da BOJ\u2019un Aral\u0131k\u2019ta art\u0131\u015f ihtimalinin g\u00fc\u00e7lenmesi risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcl\u00fcyor.” ifadeleri kullan\u0131ld\u0131. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Japonya\u2019da hanehalk\u0131 harcamalar\u0131n\u0131n iki y\u0131la yak\u0131n s\u00fcrenin en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc g\u00f6stermesi, Nikkei\u2019de y\u00fczde 1,5\u2019e varan geri \u00e7ekilmeye ve 10 y\u0131ll\u0131k JGB getirilerinin y\u00fczde 1,94 ile 2007 sonras\u0131 zirveye yak\u0131n seyretmesine yol a\u00e7t\u0131. B\u00f6lge endeksleri kar\u0131\u015f\u0131k: Hong Kong zay\u0131f, Kore \u00f6l\u00e7\u00fcl\u00fc art\u0131da; ABD taraf\u0131nda ise gecikmeli PCE ve istihdam
\ng\u00f6stergeleri \u00f6ncesinde \u201cindirim\u201d anlat\u0131s\u0131 hakim.<\/p>\n
Wall Street\u2019te d\u00fcn kapan\u0131\u015f neredeyse yatayd\u0131: S&P 500 +y\u00fczde 0,11, Nasdaq +y\u00fczde 0,22, Dow -y\u00fczde 0,07. Sekt\u00f6rel kompozisyonda t\u00fcketim mallar\u0131 ve se\u00e7ili perakende haber ak\u0131\u015flar\u0131 \u00f6ne \u00e7\u0131karken, Amazon\u2019daki y\u00fczde 1,4\u2019l\u00fck d\u00fc\u015f\u00fc\u015f S&P\u2019nin kazanc\u0131n\u0131 s\u0131n\u0131rlad\u0131; Salesforce yapay zek\u00e2 odakl\u0131 beklentilerle y\u00fckseldi, Dollar General
\nk\u00e2rl\u0131l\u0131k rehberiyle \u00e7ift haneli prim yapt\u0131; Snowflake zay\u0131f \u00fcr\u00fcn geliri rehberi sonras\u0131 geriledi. Bu sabah ABD
\nendeks vadelileri veri ak\u0131\u015f\u0131 \u00f6ncesi yatay\u2013hafif art\u0131da ve y\u00f6n aray\u0131\u015f\u0131nda.<\/p>\n
Avrupa\u2019da d\u00fcnk\u00fc i\u015flemlerde STOXX 600 sanayi ve otomotiv \u00f6nc\u00fcl\u00fc\u011f\u00fcnde hafif art\u0131da kapan\u0131rken, ABD\u2019de yak\u0131t ekonomisi kurallar\u0131na olas\u0131 gev\u015feme sinyalleriyle Porsche, Mercedes, Volvo, Renault hisseleri g\u00fcn i\u00e7i g\u00fc\u00e7l\u00fc performanslar sergiledi. Sa\u011fl\u0131k\/temel t\u00fcketim taraf\u0131 g\u00f6rece zay\u0131f kal\u0131rken, Philips 2026 b\u00fcy\u00fcme beklentisinin a\u015fa\u011f\u0131 \u00e7ekilmesiyle belirgin geriledi. Bug\u00fcn a\u00e7\u0131l\u0131\u015f tonunu ABD vadelilerindeki sakin pozitif seyir ve veri ba\u015fl\u0131klar\u0131 belirleyecek.<\/p>\n
Asya-Pasifik\u2019te g\u00f6r\u00fcn\u00fcm kar\u0131\u015f\u0131k: Japonya\u2019da BOJ beklentileri bask\u0131 yarat\u0131rken, \u00c7in ve Hong Kong\u2019da se\u00e7ili teknoloji ba\u015fl\u0131klar\u0131 \u00f6ne \u00e7\u0131k\u0131yor; b\u00f6lge g\u00fcndemine bir de Hindistan eklendi. RBI\u2019\u0131n 25 bp faiz indirimiyle birlikte likidite destek ad\u0131mlar\u0131n\u0131 duyurmas\u0131 rupide g\u00fcn i\u00e7i zay\u0131flamay\u0131 tetikledi; bankac\u0131l\u0131k ve i\u00e7 talep hik\u00e2yesi ise hisse taraf\u0131nda ayr\u0131\u015fma yaratt\u0131.<\/p>\n
Emtialar kar\u0131\u015f\u0131k: Alt\u0131n spotta $4.220 civar\u0131nda yatay; zay\u0131f dolar destek verirken, uzun faizlerin y\u00fcksek kalmas\u0131 yukar\u0131 potansiyeli s\u0131n\u0131rl\u0131yor. G\u00fcm\u00fc\u015f haftal\u0131k bazda art\u0131da, platin\/paladyum kar\u0131\u015f\u0131k seyrediyor. Petrolde dengelenme e\u011filimi s\u00fcr\u00fcyor; Brent $63,1, WTI $59,5 ile haftay\u0131 art\u0131da kapatmaya y\u00f6nelmi\u015f durumda; Fed indirimi beklentileri ve Venezuela gerilimi\/Kazak ihracat\u0131ndaki kesintiler fiyatlamada etkili. Bak\u0131r cephesinde LME fiyatlar\u0131 rekor b\u00f6lge yak\u0131n\u0131nda; Asya depolar\u0131ndan yap\u0131lan b\u00fcy\u00fck \u00f6l\u00e7ekli \u00e7ekili\u015fler arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 anlat\u0131s\u0131n\u0131 g\u00fc\u00e7lendiriyor.<\/p>\n
EUR\/USD<\/p>\n
EURUSD paritesi 5 Aral\u0131k sabah\u0131 itibar\u0131yla 1,16 e\u015fi\u011finin hemen \u00fczerinde, spot kur yakla\u015f\u0131k 1,1650\u20131,1660 band\u0131nda ve son bir haftadaki dalgalanma aral\u0131\u011f\u0131 1,1560\u2013 1,1680 aras\u0131nda \u015fekillenmi\u015f durumda. Dolar endeksi 99 seviyesinin hemen alt\u0131nda 98,9 civar\u0131nda seyrederken, zay\u0131f ABD verileri ve aral\u0131k toplant\u0131s\u0131nda \u00e7eyrek puanl\u0131k faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 80\u201390 band\u0131nda fiyatlanmas\u0131 euroyu y\u0131lba\u015f\u0131ndan bu yana yakla\u015f\u0131k y\u00fczde 12 yukar\u0131 ta\u015f\u0131d\u0131 ve pariteyi yedi haftan\u0131n zirvesine yakla\u015ft\u0131rd\u0131. Hafta kapan\u0131\u015f\u0131 itibariyle 1,1670 direnci yak\u0131ndan takip edilecek.<\/p>\n
Ons alt\u0131n<\/p>\n
Ons alt\u0131n 4.210 dolar civar\u0131nda, g\u00fcn i\u00e7i i\u015flemlerde 4.195\u2013 4.220 dolar band\u0131nda yatay\u2013hafif al\u0131c\u0131l\u0131 bir seyir izliyor.
\nDolar endeksinin 99 seviyesinin alt\u0131na sarkmas\u0131, Fed\u2019in aral\u0131k toplant\u0131s\u0131nda faiz indirimi ihtimalinin y\u00fcksek olmas\u0131 ve merkez bankalar\u0131n\u0131n al\u0131m y\u00f6nl\u00fc pozisyonunu korudu\u011funa y\u00f6nelik haber ak\u0131\u015f\u0131, ons alt\u0131nda g\u00fc\u00e7l\u00fc ama
\nzaman zaman k\u00e2r realizasyonu ile kesilen bir y\u00fckseli\u015f trendini besliyor. Yukar\u0131 y\u00f6nl\u00fc hareketlerde 4.240\u20134.300
\nband\u0131 ile 4.380 civar\u0131, yeni tarihi zirveler ve olas\u0131 5.000 dolar senaryosuna do\u011fru ivmelenmeyi tetikleyebilecek
\nkritik diren\u00e7ler olarak g\u00fcnl\u00fck b\u00fcltende not edilebilir.<\/p>\n
Brent<\/p>\n
D\u00fcn yeniden 63,35 direncini test eden Brent Petrolde Ukrayna kaynakl\u0131 boru hatt\u0131 hasarlar\u0131 ve Venezuela ile
\ngerilim gibi ba\u015fl\u0131klar\u0131n arz taraf\u0131nda risk primi yarat\u0131rken, zay\u0131f k\u00fcresel b\u00fcy\u00fcme ve y\u00fcksek stok seviyelerinin fiyatlar\u0131 orta vadede bask\u0131lamaya devam etti\u011fine i\u015faret ediyor. Brent\u2019in son bir ayda yatay\u2013hafif eksi bir performansla 60\u2013 65 dolar band\u0131nda s\u0131k\u0131\u015ft\u0131\u011f\u0131n\u0131, y\u0131l ba\u015f\u0131na g\u00f6re ise \u00e7ift haneli oranda de\u011fer kayb\u0131 ya\u015fad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Hafta kapan\u0131\u015f\u0131nda y\u00fckseli\u015f ivmesinin devam\u0131 a\u00e7\u0131s\u0131ndan 63,35 seviyesi diren\u00e7 olarak takip edilebiir.<\/p>\n
NASDAQ100<\/p>\n
Nasdaq 100 endeksi d\u00fcn g\u00fcn\u00fc 25.581 puanda y\u00fczde 0,10 s\u0131n\u0131rl\u0131 geri \u00e7ekilmeyle tamamlarken, g\u00fcn i\u00e7i bant 25.658\u2013 25.450 puan aras\u0131nda olu\u015ftu ve endeks 52 haftal\u0131k aral\u0131\u011f\u0131n\u0131n \u00fcst \u00e7eyre\u011finde kalmaya devam etti. Fed\u2019in aral\u0131k toplant\u0131s\u0131nda faiz indirimi ihtimalinin y\u00fczde 80\u2019in \u00fczerinde fiyatlanmas\u0131, teknoloji hisseleri i\u00e7in orta vadede destekleyici bir zemin yaratmay\u0131 s\u00fcrd\u00fcrse de, y\u00fcksek de\u011ferlemeler ve yapay zek\u00e2 temal\u0131 hisselerdeki d\u00f6nemsel k\u00e2r realizasyonlar\u0131 endekste zaman zaman oynakl\u0131\u011f\u0131 art\u0131r\u0131yor. 25.740 b\u00f6lgesi a\u015f\u0131lmakta zorlan\u0131rken, bug\u00fcn ABD PCE rakamlar\u0131 endeksler \u00fczerinde belirleyici olabilir.”<\/p>\n
<\/strong> \u0130stanbul, 5 Aral\u0131k (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, Asya-Pasifik\u2019te g\u00f6r\u00fcn\u00fcm\u00fcn kar\u0131\u015f\u0131k oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":15948,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-15947","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15947","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=15947"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15947\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15948"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15947"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15947"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"