Gedik Yat\u0131r\u0131m'\u0131n raporunda\u00a0Asya borsalar\u0131n\u0131n Wall Street\u2019teki zay\u0131f seans\u0131n teknoloji hisseleri ve tahviller \u00fczerindeki bask\u0131s\u0131n\u0131n ard\u0131ndan geriledi\u011fi belirtildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 ise g\u00fcn\u00fcn ilerleyen saatlerinde a\u00e7\u0131klanacak kritik ABD enflasyon verilerine \u00e7evrilmi\u015f durumda. MSCI Asya Endeksi y\u00fczde 0.7\u2019ye kadar d\u00fc\u015fse de haftay\u0131 \u00fcst \u00fcste ikinci kez art\u0131da kapatmaya haz\u0131rlan\u0131yor. \u00d6zellikle Japonya endekslerinde, \u00f6nceki g\u00fcnk\u00fc sert ralli sonras\u0131 g\u00fc\u00e7l\u00fc bir geri \u00e7ekilme g\u00f6r\u00fcld\u00fc. Bu s\u0131rada ABD vadelileri hafif y\u00fckselirken, dolar kar\u015f\u0131s\u0131nda g\u00fc\u00e7 kazanan yen ve Japon tahvil vadeli kontratlar\u0131ndaki zay\u0131fl\u0131k, BoJ\u2019un ay sonunda b\u00fcy\u00fck bir \u015fok olmamas\u0131 h\u00e2linde faiz art\u0131rmaya haz\u0131rland\u0131\u011f\u0131 y\u00f6n\u00fcndeki haberlerle desteklendi. Hindistan Merkez Bankas\u0131 ise beklentilere paralel \u015fekilde politika faizini indirdi. K\u00fcresel risk i\u015ftah\u0131 k\u0131r\u0131lgan seyrini korurken, yat\u0131r\u0131mc\u0131lar Fed\u2019in tercih etti\u011fi enflasyon g\u00f6stergesi olan PCE\u2019nin a\u00e7\u0131klanmas\u0131n\u0131 bekliyor. Veri \u00f6ncesi pozisyon azalt\u0131m\u0131 belirginle\u015fmi\u015f durumda. Piyasa, y\u0131l\u0131n son toplant\u0131s\u0131nda Fed\u2019in 25 baz puanl\u0131k faiz indirimi yapaca\u011f\u0131 beklentisini g\u00fc\u00e7l\u00fc bi\u00e7imde fiyatlarken, \u00e7ekirdek PCE\u2019de \u00fc\u00e7\u00fcnc\u00fc ay \u00fcst \u00fcste y\u00fczde 0.2\u2019lik art\u0131\u015f \u00f6ng\u00f6r\u00fcl\u00fcyor. Asya\u2019da dolar endeksi zay\u0131flarken, Bitcoin 93.000 dolar\u0131n alt\u0131nda i\u015flem g\u00f6rd\u00fc; alt\u0131n ve g\u00fcm\u00fc\u015fte ise hafif toparlanma kaydedildi. \u00c7inli yapay zek\u00e2 \u00e7ip \u00fcreticisi Moore Threads\u2019in \u015eanghay\u2019daki halka arz\u0131nda y\u00fczde 500\u2019\u00fc a\u015fan bir y\u00fckseli\u015f ya\u015fanmas\u0131 ise b\u00f6lgesel teknoloji ilgisini canl\u0131 tuttu. ABD taraf\u0131nda ise i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n \u00fc\u00e7 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine inmesi, i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n diren\u00e7li kalmaya devam etti\u011fine i\u015faret ederken, bu tablo tahvillerde sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131. Buna ra\u011fmen yat\u0131r\u0131mc\u0131lar, Fed\u2019in Aral\u0131k toplant\u0131s\u0131nda faiz indirimine gidece\u011fi beklentisini koruyor. Veri ak\u0131\u015f\u0131ndaki gecikmeler nedeniyle Fed, h\u00fck\u00fcmet kapanmas\u0131n\u0131n etkisiyle ertelenen istihdam raporlar\u0131n\u0131 toplant\u0131 \u00f6ncesi g\u00f6remeyecek; ancak ekonomistlerin genel
\nbeklentisi, fiyat bask\u0131lar\u0131n\u0131n kontrol alt\u0131nda kalmas\u0131yla, 2026\u2019n\u0131n ilk \u00e7eyre\u011fi sonuna kadar iki ek faiz indiriminin daha g\u00fcndeme al\u0131naca\u011f\u0131 y\u00f6n\u00fcnde. Beyaz Saray Ulusal Ekonomi Konseyi Direkt\u00f6r\u00fc Kevin Hassett de Fed\u2019in \u00f6n\u00fcm\u00fczdeki hafta 25 baz puanl\u0131k bir indirim yapmas\u0131 gerekti\u011fini belirterek bu beklentileri g\u00fc\u00e7lendirdi.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa hisse senetleri haftan\u0131n son g\u00fcn\u00fcnde hafif pozitif bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 gelecek hafta ger\u00e7ekle\u015fecek Fed toplant\u0131s\u0131 \u00f6ncesinde a\u00e7\u0131klanacak kritik ABD ekonomik verilerine \u00e7evrilmi\u015f durumda. Piyasa, Fed\u2019in \u00f6n\u00fcm\u00fczdeki hafta 25 baz puanl\u0131k bir faiz indirimi yapmas\u0131n\u0131 ve 2025 boyunca 2\u20133 ek indirim daha ger\u00e7ekle\u015ftirmesini beklerken, Avrupa taraf\u0131nda Ukrayna bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri ile birlikte gelecek g\u00fcnlerde yo\u011funla\u015facak merkez bankas\u0131 takvimi yak\u0131ndan izleniyor. \u00d6n\u00fcm\u00fczdeki hafta \u0130svi\u00e7re Merkez Bankas\u0131, ard\u0131ndan ECB, BoE ve Riksbank toplant\u0131lar\u0131n\u0131n g\u00fcndeme gelecek olmas\u0131 temkinli bir iyimserlik yarat\u0131rken, vadeli i\u015flemlerde Euro Stoxx 50 y\u00fczde 0,2 y\u00fckseli\u015fle, Stoxx 600 ise yatay seyirle g\u00fcne ba\u015flang\u0131ca i\u015faret etti.<\/p>\n
T\u00fcrkiye<\/p>\n
Ticaret Bakanl\u0131\u011f\u0131\u2019n\u0131n ge\u00e7ici d\u0131\u015f ticaret verilerine g\u00f6re kas\u0131m ay\u0131nda d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 7,8 milyar dolar, Ocak – Kas\u0131m aras\u0131 d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 ise 82,5 milyar dolar olarak ger\u00e7ekle\u015fti. Di\u011fer taraftan T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru kas\u0131mda 71,79\u2019a s\u0131n\u0131rl\u0131 geriledi. TCMB br\u00fct rezervleri ge\u00e7en hafta 180,6 milyar dolardan 183,2 milyar dolara, net rezervler ise 69,4 milyar dolardan 72,1 milyar dolara y\u00fckseldi. Swap hari\u00e7 net rezervler ise ge\u00e7en hafta 55 milyar dolardan 57,7 milyar dolara \u00e7\u0131kt\u0131. Kur korumal\u0131 mevduat toplam\u0131 ge\u00e7en hafta 5,6 milyar TL d\u00fc\u015f\u00fc\u015fle 16,8 milyar TL\u2019ye geriledi. Verilerin fiyatlamalara etkisi olmazken, kurda yataya yak\u0131n seyirler devam etti. Bug\u00fcn ABD\u2019de FED\u2019in favori g\u00f6stergesi olan \u00e7ekirdek PCE verisi yak\u0131ndan izlenecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,52 civar\u0131nda hafif y\u00fckseli\u015f e\u011filiminde seyrediyor.”<\/p>\n
<\/strong> \u0130stanbul, 5 Aral\u0131k (Hibya)- Gedik Yat\u0131r\u0131m, Asya borsalar\u0131n\u0131n Wall Street\u2019teki zay\u0131f seans\u0131n teknoloji hisseleri ve tahviller \u00fczerindeki bask\u0131s\u0131n\u0131n ard\u0131ndan geriledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":15964,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-15963","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\/15963","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=15963"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15963\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15964"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"