Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re haftan\u0131n son i\u015flem g\u00fcn\u00fcnde Japonya, Avustralya ve Yeni Zelanda tahvilleri de\u011fer kazan\u0131rken, ABD tahvilleri \u00f6nceki g\u00fcnk\u00fc y\u00fckseli\u015fini b\u00fcy\u00fck \u00f6l\u00e7\u00fcde korudu. Dolar ise \u00fc\u00e7\u00fcnc\u00fc haftal\u0131k y\u00fckseli\u015fine ilerledi.<\/p>\n
Avrupa taraf\u0131nda Fransa\u2019n\u0131n b\u00fct\u00e7e g\u00f6r\u00fcn\u00fcm\u00fcne y\u00f6nelik endi\u015feler b\u00f6lge geneline yay\u0131l\u0131rken, Frans\u0131z tahvillerindeki sat\u0131\u015f bask\u0131s\u0131 s\u00fcrd\u00fc. Almanya ile di\u011fer Avrupa \u00fclkeleri aras\u0131ndaki faiz farklar\u0131n\u0131n belirgin \u015fekilde a\u00e7\u0131ld\u0131\u011f\u0131 kaydedildi. Hisse piyasalar\u0131nda da zay\u0131f g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131karken, Asya borsalar\u0131n\u0131n temmuzdan, Avrupa borsalar\u0131n\u0131n ise nisandan bu yana en k\u00f6t\u00fc haftal\u0131k performanslar\u0131na y\u00f6neldi\u011fi belirtildi.<\/p>\n
Emtia taraf\u0131nda Brent petrol 102 dolar\u0131n \u00fczerinde kal\u0131rken, y\u00fcksek enerji fiyatlar\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc zorla\u015ft\u0131rmas\u0131 merkez bankalar\u0131n\u0131n faiz politikalar\u0131na ili\u015fkin belirsizli\u011fi art\u0131r\u0131yor. Demir cevheri ve bak\u0131rdaki sert kay\u0131plar\u0131n ise k\u00fcresel b\u00fcy\u00fcmeye y\u00f6nelik endi\u015feleri yans\u0131tt\u0131\u011f\u0131 aktar\u0131ld\u0131. Kredi piyasalar\u0131nda \u015firket tahvillerinin risk primlerinin yakla\u015f\u0131k alt\u0131 ay\u0131n en y\u00fcksek seviyelerine \u00e7\u0131kmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131n bilan\u00e7o risklerine kar\u015f\u0131 daha se\u00e7ici hale geldi\u011fine i\u015faret etti.<\/p>\n
G\u00fcn\u00fcn ana g\u00fcndemini ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisi olu\u015ftururken, g\u00fc\u00e7l\u00fc bir istihdam g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) ilave faiz art\u0131r\u0131mlar\u0131 i\u00e7in alan\u0131n\u0131 geni\u015fletebilece\u011fi ifade edildi. Fed \u00fcyelerinden gelen a\u00e7\u0131klamalar\u0131n ise yeni faiz art\u0131\u015flar\u0131n\u0131n zamanlamas\u0131na ili\u015fkin g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi\u011fi belirtildi. G\u00fcn i\u00e7erisinde ABD istihdam verisinin yan\u0131 s\u0131ra petrol fiyatlar\u0131, Washington-Tahran hatt\u0131ndaki geli\u015fmeler ve Avrupa tahvil piyasas\u0131ndaki stres takip edilecek.<\/p>\n
Euro B\u00f6lgesi\u2019nde piyasalar\u0131n, k\u00fcresel tahvil faizlerindeki geri \u00e7ekilmenin deste\u011fiyle haftan\u0131n son i\u015flem g\u00fcn\u00fcne pozitif ba\u015flamas\u0131n\u0131n beklendi\u011fi bildirildi. Fransa kaynakl\u0131 mali risklerin ise g\u00fcndemdeki yerini korudu\u011fu aktar\u0131ld\u0131. Fransa\u2019n\u0131n 10 y\u0131ll\u0131k tahvil faizinin b\u00fct\u00e7e g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin endi\u015felerle 2002\u2019den bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131\u011f\u0131, Japon Sumitomo Mitsui DS Asset Management\u2019\u0131n Frans\u0131z tahvillerindeki pozisyonlar\u0131n\u0131 tamamen kapatarak Alman ve k\u0131sa vadeli Japon tahvillerine y\u00f6nelmesinin de piyasalardaki temkinli yakla\u015f\u0131m\u0131 g\u00fc\u00e7lendirdi\u011fi belirtildi.<\/p>\n
Jeopolitik tarafta ABD\u2019nin Orta Do\u011fu\u2019ya ilave u\u00e7ak gemisi ve 10 bin asker g\u00f6nderme ihtimalinin, enerji arz\u0131nda yeni kesintiler ya\u015fanabilece\u011fi ve petrol fiyatlar\u0131n\u0131n yeniden enflasyon bask\u0131s\u0131n\u0131 art\u0131rabilece\u011fi y\u00f6n\u00fcndeki endi\u015feleri canl\u0131 tuttu\u011fu ifade edildi. Euro B\u00f6lgesi\u2019nin eyl\u00fcl ay\u0131 enflasyon verilerinin yan\u0131 s\u0131ra \u0130spanya i\u015fsizlik ve \u0130talya perakende sat\u0131\u015f verilerinin de takip edilece\u011fi, a\u00e7\u0131l\u0131\u015f \u00f6ncesinde Euro Stoxx 50 ve Stoxx 600 vadeli endekslerinin yakla\u015f\u0131k y\u00fczde 0,2 y\u00fckseli\u015fe i\u015faret etti\u011fi kaydedildi.<\/p>\n
T\u00fcrkiye taraf\u0131nda kurda d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fc belirtilirken, \u0130stanbul Sanayi Odas\u0131 (\u0130SO) T\u00fcrkiye \u0130malat Sat\u0131nalma Y\u00f6neticileri Endeksi\u2019nin (PMI) eyl\u00fclde 48,10\u2019dan 47,90\u2019a geriledi\u011fi aktar\u0131ld\u0131. T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) br\u00fct rezervlerinin ge\u00e7en hafta 174,4 milyar dolardan 171,2 milyar dolara, net rezervlerinin 55,8 milyar dolardan 53,4 milyar dolara geriledi\u011fi belirtildi. Swap hari\u00e7 net rezervlerin de 43,1 milyar dolardan 39,9 milyar dolara indi\u011fi ifade edildi. Yurt i\u00e7i yerle\u015fiklerin pariteden ar\u0131nd\u0131r\u0131lm\u0131\u015f d\u00f6viz mevduat\u0131n\u0131n ise ge\u00e7en hafta 1,02 milyar dolar artt\u0131\u011f\u0131 kaydedildi.<\/p>\n
ABD\u2019de i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n ge\u00e7en hafta 197 bin ile beklentilerin alt\u0131nda artt\u0131\u011f\u0131, ISM imalat PMI\u2019\u0131n ise eyl\u00fclde 54,5 ile beklentilerin hafif alt\u0131nda ger\u00e7ekle\u015fti\u011fi bildirildi. Dolar endeksi ve ABD uzun vadeli tahvil faizlerinin g\u00fc\u00e7l\u00fc kalmaya devam etti\u011fi belirtildi.<\/p>\n
Euro, dolar kar\u015f\u0131s\u0131nda 1,13 seviyesinin alt\u0131na gerileyerek May\u0131s 2025\u2019ten bu yana en d\u00fc\u015f\u00fck seviyesine inerken, eyl\u00fcl ay\u0131n\u0131 y\u00fczde 2\u2019nin \u00fczerinde kay\u0131pla tamamlad\u0131. Avrupa\u2019da enerji fiyatlar\u0131n\u0131n etkisiyle enflasyonun yeniden h\u0131zlanmas\u0131na ra\u011fmen zay\u0131f b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc ve Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) Fed\u2019e k\u0131yasla daha yava\u015f faiz art\u0131raca\u011f\u0131 beklentisinin euro \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Alt\u0131n\u0131n ise g\u00fc\u00e7l\u00fc dolar ve y\u00fcksek ABD tahvil faizlerinin etkisiyle 4.150 dolar civar\u0131na gerileyerek ikinci haftal\u0131k kayb\u0131na y\u00f6neldi\u011fi belirtildi. ABD-\u0130ran geriliminin t\u0131rmanma ihtimalinin g\u00fcvenli liman talebini destekledi\u011fi, ancak y\u00fckselen petrol fiyatlar\u0131n\u0131n enflasyonu canl\u0131 tutarak Fed\u2019in faizleri daha da art\u0131rabilece\u011fi beklentisini g\u00fc\u00e7lendirmesinin alt\u0131n \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi.<\/p>\n
Nasdaq Composite\u2019in, yat\u0131r\u0131mc\u0131lar\u0131n Fed\u2019in faiz g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc \u015fekillendirecek eyl\u00fcl ay\u0131 istihdam verisini beklemesiyle yeni g\u00fcne temkinli haz\u0131rland\u0131\u011f\u0131 bildirildi. G\u00fc\u00e7l\u00fc istihdam verisinin faiz art\u0131\u015f\u0131 beklentilerini ve tahvil faizlerini yeniden yukar\u0131 ta\u015f\u0131mas\u0131n\u0131n \u00f6zellikle teknoloji hisseleri \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi, Fed\u2019in faizleri sabit tutaca\u011f\u0131 beklentisinin korunmas\u0131n\u0131n ise Nasdaq a\u00e7\u0131s\u0131ndan destekleyici olabilece\u011fi belirtildi. Jeopolitik tarafta ABD-\u0130ran gerilimi ve y\u00fcksek enerji fiyatlar\u0131n\u0131n da piyasalar\u0131n g\u00fcndeminde oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 2 Ekim (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda artan kredi riskleri, y\u00fcksek enerji fiyatlar\u0131 ve Fransa\u2019daki mali belirsizliklerin risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131n\u0131 belirterek, yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenli liman talebinin yeniden g\u00fc\u00e7 kazand\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":160609,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-160608","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/160608","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=160608"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/160608\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/160609"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=160608"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=160608"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=160608"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"