Kurumun de\u011ferlendirmesine g\u00f6re, a\u011fustos ay\u0131na ili\u015fkin \u00e7ekirdek ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) fiyat endeksinin ayl\u0131k y\u00fczde 0,2 artmas\u0131, ekim ay\u0131nda faiz art\u0131r\u0131m\u0131 beklentilerinin hafta ba\u015f\u0131ndaki yakla\u015f\u0131k y\u00fczde 70 seviyesinden y\u00fczde 34 civar\u0131na gerilemesine neden oldu. Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari’nin enflasyonun y\u00fcksek seyretmeye devam etti\u011fine ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n ise para politikas\u0131nda ilave s\u0131k\u0131la\u015fma beklentilerinin tamamen ortadan kalkmas\u0131n\u0131 engelledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Teknoloji taraf\u0131nda Micron’un finansal sonu\u00e7lar\u0131 ve gelecek \u00e7eyre\u011fe ili\u015fkin gelir beklentilerinin piyasa tahminlerinin \u00fczerinde ger\u00e7ekle\u015fti\u011fine dikkat \u00e7eken Trive Yat\u0131r\u0131m, geli\u015fmenin yapay zeka altyap\u0131s\u0131nda kullan\u0131lan bellek \u00fcr\u00fcnlerine y\u00f6nelik talebin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret etti\u011fini belirtti.<\/p>\n
Alt\u0131n\u0131n eyl\u00fcl ay\u0131n\u0131 y\u00fczde 6 kay\u0131pla tamamlad\u0131\u011f\u0131, dolar\u0131n ise euro kar\u015f\u0131s\u0131nda y\u0131l\u0131n en y\u00fcksek seviyelerine yak\u0131n seyretti\u011fi ifade edilirken, y\u00fcksek faizlerin varl\u0131k fiyatlamalar\u0131 \u00fczerindeki etkisinin s\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Yurt i\u00e7inde fon soru\u015fturmas\u0131na ili\u015fkin ekonomik ve finansal geli\u015fmelerin yeni ad\u0131mlarla \u015fekillendi\u011fini belirten Trive Yat\u0131r\u0131m, Sermaye Piyasas\u0131 Kurulu’nun (SPK) tasfiye s\u00fcrecindeki baz\u0131 fonlarda ara \u00f6deme yap\u0131lmas\u0131na karar verdi\u011fini, Bankac\u0131l\u0131k D\u00fczenleme ve Denetleme Kurumu’nun (BDDK) ise be\u015f finansal kurulu\u015fun y\u00f6netimini Tasarruf Mevduat\u0131 Sigorta Fonu’na (TMSF) devretti\u011fini aktard\u0131.<\/p>\n
BIST 100 endeksinin eyl\u00fcl ay\u0131n\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,79 d\u00fc\u015f\u00fc\u015fle 11.947,18 puandan tamamlad\u0131\u011f\u0131n\u0131 belirten kurum, endeksin uzun vadeli y\u00fckselen trendinin alt\u0131na geriledi\u011fine dikkat \u00e7ekti.<\/p>\n
Trive Yat\u0131r\u0131m, ABD vadeli endekslerinin pozitif seyretmesinin k\u00fcresel piyasalarda olumlu bir g\u00f6r\u00fcn\u00fcm olu\u015fturdu\u011funu ancak Borsa \u0130stanbul’da fiyatlamalar\u0131n fonlardaki ara \u00f6deme s\u00fcrecinin uygulanma h\u0131z\u0131na ve soru\u015fturman\u0131n kapsam\u0131na ili\u015fkin geli\u015fmelere ba\u011fl\u0131 olarak \u015fekillenebilece\u011fini de\u011ferlendirdi.<\/p>\n
Micron, d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte hisse ba\u015f\u0131na 33,42 dolar kar ve 54,23 milyar dolar gelir a\u00e7\u0131klad\u0131. Piyasa beklentileri hisse ba\u015f\u0131na 31,83 dolar kar ve 51,49 milyar dolar gelir seviyesindeydi.<\/p>\n
\u015eirket, gelecek \u00e7eyrek i\u00e7in 60-63 milyar dolar aras\u0131nda gelir bekledi\u011fini a\u00e7\u0131klad\u0131. Piyasa beklentisi ise yakla\u015f\u0131k 56,77 milyar dolar seviyesindeydi. Trive Yat\u0131r\u0131m, sonu\u00e7lar\u0131n yapay zeka uygulamalar\u0131nda kullan\u0131lan y\u00fcksek bant geni\u015flikli bellek \u00fcr\u00fcnlerine y\u00f6nelik talebin g\u00fc\u00e7l\u00fc seyretti\u011fini g\u00f6sterdi\u011fini belirtti.<\/p>\n
Washington’da veri merkezlerinin olu\u015fturdu\u011fu elektrik maliyetlerinin bu tesislere yans\u0131t\u0131lmas\u0131n\u0131 \u00f6ng\u00f6ren yasa teklifinin Senato’da gerekli 60 oya ula\u015famad\u0131\u011f\u0131 da aktar\u0131ld\u0131.<\/p>\n
A\u011fustos ay\u0131nda \u00e7ekirdek PCE fiyat endeksi ayl\u0131k y\u00fczde 0,2 artarken, \u00f6nceki aya ili\u015fkin verinin a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edildi\u011fi belirtildi. Ayn\u0131 d\u00f6nemde t\u00fcketici harcamalar\u0131n\u0131n bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 kaydetti\u011fi ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, Minneapolis Fed Ba\u015fkan\u0131 Kashkari’nin politika faizinin ekonominin seyrine ba\u011fl\u0131 olarak yeniden art\u0131r\u0131labilece\u011fine ili\u015fkin a\u00e7\u0131klamalar\u0131na dikkat \u00e7ekti. \u00d6nceki seansta Dow Jones y\u00fczde 0,86 ve S&P 500 y\u00fczde 0,25 gerilerken, Nasdaq Bile\u015fik endeksi y\u00fczde 0,24 y\u00fckseldi. ABD’nin 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 5,29 seviyesinde kald\u0131.<\/p>\n
Bu sabah itibar\u0131yla S&P 500 vadeli kontratlar\u0131 y\u00fczde 0,44, Nasdaq vadeli kontratlar\u0131 ise y\u00fczde 0,78 y\u00fckseldi.<\/p>\n
Alt\u0131n fiyat\u0131 eyl\u00fcl ay\u0131n\u0131 y\u00fczde 6 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131. Trive Yat\u0131r\u0131m, y\u00fckselen tahvil getirileri ve faiz politikas\u0131na ili\u015fkin geli\u015fmelerin, getiri sa\u011flamayan alt\u0131n\u0131n ta\u015f\u0131nmas\u0131n\u0131n f\u0131rsat maliyetini art\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Ons alt\u0131n bu sabah y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 4.152,55 dolar seviyesinde, g\u00fcm\u00fc\u015f ise 60,42 dolar seviyesinde yatay seyrediyor.<\/p>\n
Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Christine Lagarde’\u0131n, Ekim 2027’de sona erecek g\u00f6rev s\u00fcresinden birka\u00e7 ay \u00f6nce g\u00f6revinden ayr\u0131lma ihtimalini d\u0131\u015flamad\u0131\u011f\u0131 ancak bu konuda hen\u00fcz kesin bir karar vermedi\u011fi aktar\u0131ld\u0131.<\/p>\n
Lagarde’\u0131n Fransa’da cumhurba\u015fkanl\u0131\u011f\u0131 adayl\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmedi\u011fini belirtti\u011fi ve \u00fclkenin borcunun gayrisafi yurt i\u00e7i has\u0131laya oran\u0131n\u0131n net bir kontrol plan\u0131 olmadan y\u00fczde 120’ye yakla\u015fmas\u0131n\u0131n risk olu\u015fturdu\u011funu ifade etti\u011fi kaydedildi.<\/p>\n
Euro’nun eyl\u00fcl ay\u0131nda dolar kar\u015f\u0131s\u0131nda yakla\u015f\u0131k y\u00fczde 2,5 de\u011fer kaybetti\u011fi ve May\u0131s 2025’ten bu yana en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc\u011f\u00fc belirtildi.<\/p>\n
SPK’n\u0131n, Tera, Pusula, Atlas ve Hedef Portf\u00f6y taraf\u0131ndan kurulan ve tasfiye s\u00fcrecinde bulunan baz\u0131 fonlar\u0131n yat\u0131r\u0131mc\u0131lar\u0131na, nihai tasfiyeyi beklemeden ara \u00f6deme yap\u0131lmas\u0131na karar verdi\u011fi bildirildi.<\/p>\n
Mutabakat\u0131 tamamlanan yat\u0131r\u0131mc\u0131lar i\u00e7in Merkezi Kay\u0131t Kurulu\u015fu’nun (MKK) hesaplayaca\u011f\u0131 net yat\u0131r\u0131m tutar\u0131n\u0131n 1 milyon liran\u0131n alt\u0131nda olmas\u0131 halinde tamam\u0131n\u0131n, 1 milyon liran\u0131n \u00fczerinde olmas\u0131 halinde ise en fazla 1 milyon liran\u0131n \u00f6denece\u011fi belirtildi. Uygulaman\u0131n para piyasas\u0131 fonlar\u0131ndan ba\u015flayaca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
A1 Capital, Bulls ve Pardus Portf\u00f6y’\u00fcn fonlar\u0131nda ise tasfiye i\u015flemlerinin yine para piyasas\u0131 fonlar\u0131ndan ve yat\u0131r\u0131mc\u0131 say\u0131s\u0131 en y\u00fcksek fondan ba\u015flanarak y\u00fcr\u00fct\u00fclece\u011fi ifade edildi.<\/p>\n
BDDK’n\u0131n Destek Yat\u0131r\u0131m Bankas\u0131, Hedef Yat\u0131r\u0131m Bankas\u0131, Tera Yat\u0131r\u0131m Bankas\u0131, Destek Finans Faktoring ve Tera Finans Faktoring’in y\u00f6netimlerini TMSF’ye devretti\u011fi, SPK’n\u0131n da Tera Yat\u0131r\u0131m Menkul De\u011ferler’in sermaye piyasas\u0131 faaliyetlerini 30 Eyl\u00fcl ak\u015fam\u0131 itibar\u0131yla ge\u00e7ici olarak durdurdu\u011fu kaydedildi.<\/p>\n
Benzinde \u00d6TV d\u00fczenlemesi<\/p>\n
E\u015fel mobil sisteminin benzinde sona ermesiyle \u00d6TV’nin kademeli olarak eski seviyesine d\u00f6nd\u00fc\u011f\u00fc belirtildi. Buna g\u00f6re litre ba\u015f\u0131na \u00d6TV’nin ekim ay\u0131nda 7,90 lira, kas\u0131m ay\u0131nda 11,36 lira ve aral\u0131k ay\u0131nda 14,8277 lira olarak uygulanaca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
D\u00fczenlemeyle benzinin pompa fiyat\u0131na bug\u00fcn yakla\u015f\u0131k 4,15 lira art\u0131\u015f yans\u0131mas\u0131 beklenirken, LPG’de e\u015fel mobil sisteminin sona ermesiyle otogaz fiyat\u0131nda yakla\u015f\u0131k 1,48 lira art\u0131\u015f \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
D\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 5,24 milyar dolar oldu<\/p>\n
T\u00dc\u0130K ve Ticaret Bakanl\u0131\u011f\u0131 verilerine g\u00f6re a\u011fustos ay\u0131nda ihracat y\u0131ll\u0131k y\u00fczde 8,1 art\u0131\u015fla 23,47 milyar dolara, ithalat ise y\u00fczde 10,5 art\u0131\u015fla 28,71 milyar dolara y\u00fckseldi.<\/p>\n
\u0130thalattaki daha h\u0131zl\u0131 art\u0131\u015f\u0131n etkisiyle d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 y\u0131ll\u0131k y\u00fczde 22,3 artarak 5,24 milyar dolara \u00e7\u0131kt\u0131. \u0130hracat\u0131n ithalat\u0131 kar\u015f\u0131lama oran\u0131 da y\u00fczde 83,5’ten y\u00fczde 81,7’ye geriledi.<\/p>\n
Enerji ve parasal olmayan alt\u0131n hari\u00e7 d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131n 1,09 milyar dolar seviyesinde kald\u0131\u011f\u0131, bu kalemlerde ihracat\u0131n ithalat\u0131 kar\u015f\u0131lama oran\u0131n\u0131n y\u00fczde 95 oldu\u011fu belirtildi. Ocak-a\u011fustos d\u00f6neminde d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 ise y\u00fczde 9,3 artarak 65,79 milyar dolara ula\u015ft\u0131.<\/p>\n
BIST 100’de teknik seviyeler<\/p>\n
BIST 100 endeksi, eyl\u00fcl ay\u0131n\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,79 d\u00fc\u015f\u00fc\u015fle 11.947,18 puandan tamamlad\u0131. G\u00fcn i\u00e7inde 11.926,04 puana kadar gerileyen endekste i\u015flem hacmi yakla\u015f\u0131k 150,5 milyar lira oldu.<\/p>\n
Trive Yat\u0131r\u0131m, eyl\u00fcl ay\u0131nda BIST 100’\u00fcn 31 A\u011fustos kapan\u0131\u015f\u0131na g\u00f6re yakla\u015f\u0131k y\u00fczde 16,7 de\u011fer kaybetti\u011fini belirtti. Kurumun teknik de\u011ferlendirmesinde, 11.975 puandaki uzun vadeli y\u00fckselen trendin kapan\u0131\u015f baz\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc k\u0131r\u0131ld\u0131\u011f\u0131 ve bu seviyenin ilk diren\u00e7 olarak izlenebilece\u011fi ifade edildi.<\/p>\n
Endeksin 11.975 puan\u0131n alt\u0131nda kalmas\u0131 halinde 11.600 puan\u0131n destek olarak takip edilebilece\u011fi belirtilirken, olas\u0131 toparlanmada 12.390 ve 12.620 puan seviyelerinin ara diren\u00e7 olarak izlenece\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 1 Ekim (Hibya) – Trive Yat\u0131r\u0131m, ekim ay\u0131na uzun vadeli ABD tahvil getirilerinin y\u00fcksek seviyelerini korudu\u011fu, buna kar\u015f\u0131l\u0131k Fed’in ekim ay\u0131nda faiz art\u0131raca\u011f\u0131na ili\u015fkin piyasa beklentilerinin zay\u0131flad\u0131\u011f\u0131 bir g\u00f6r\u00fcn\u00fcmle girildi\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":159959,"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-159958","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\/159958","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=159958"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/159958\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/159959"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=159958"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=159958"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=159958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"