Halk Yat\u0131r\u0131m\u2019\u0131n piyasa de\u011ferlendirmesine g\u00f6re, ABD piyasalar\u0131 Fed\u2019in y\u0131l sonuna kadar ilave faiz art\u0131r\u0131m\u0131na a\u00e7\u0131k kap\u0131 b\u0131rakmas\u0131 ve uzun vadeli tahvil faizlerindeki y\u00fckseli\u015fin etkisiyle negatif seyir izledi.<\/p>\n
ABD\u2019de mortgage ba\u015fvurular\u0131, y\u00fcksek bor\u00e7lanma maliyetlerinin konut talebi \u00fczerindeki bask\u0131s\u0131n\u0131 s\u00fcrd\u00fcrmesiyle 2 Ekim\u2019de sona eren haftada y\u00fczde 4,2 geriledi. 30 y\u0131l vadeli mortgage faizi y\u00fczde 7,30\u2019dan y\u00fczde 7,49\u2019a y\u00fckselerek yakla\u015f\u0131k \u00fc\u00e7 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131karken, refinansman ba\u015fvurular\u0131 haftal\u0131k bazda y\u00fczde 8, y\u0131ll\u0131k bazda y\u00fczde 56 azald\u0131. Konut sat\u0131n alma ba\u015fvurular\u0131 da haftal\u0131k y\u00fczde 2 ve y\u0131ll\u0131k y\u00fczde 15 geriledi.<\/p>\n
New York Fed\u2019in eyl\u00fcl ay\u0131 T\u00fcketici Beklentileri Anketi\u2019nde 12 ay sonras\u0131 enflasyon beklentisi y\u00fczde 3,6\u2019dan y\u00fczde 3,9\u2019a y\u00fckselerek May\u0131s 2023\u2019ten bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. \u00dc\u00e7 y\u0131ll\u0131k enflasyon beklentisi y\u00fczde 3,3\u2019e y\u00fckselirken, be\u015f y\u0131ll\u0131k beklenti y\u00fczde 3 seviyesinde korundu. Hanehalklar\u0131n\u0131n harcama art\u0131\u015f\u0131 beklentisi ise y\u00fczde 5,5 ile May\u0131s 2023\u2019ten bu yana en y\u00fcksek seviyeye ula\u015ft\u0131. Halk Yat\u0131r\u0131m, y\u00fckselen uzun vadeli faizlerin konut piyasas\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131r\u0131rken, k\u0131sa vadeli enflasyon beklentilerindeki y\u00fckseli\u015fin Fed\u2019in temkinli para politikas\u0131 duru\u015funu destekledi\u011fini belirtti.<\/p>\n
Jeopolitik tarafta Orta Do\u011fu kaynakl\u0131 risklerin yeniden belirginle\u015fti\u011fi ifade edildi. Yemen\u2019de \u0130ran destekli Husilerin Aden Havaliman\u0131\u2019na balistik f\u00fcze ve insans\u0131z hava ara\u00e7lar\u0131yla sald\u0131rmas\u0131 ve \u00e7at\u0131\u015fmalar\u0131n Bab el-Mandeb \u00e7evresinde yo\u011funla\u015fmas\u0131n\u0131n k\u00fcresel enerji ve ticaret ak\u0131\u015flar\u0131 a\u00e7\u0131s\u0131ndan kritik deniz yollar\u0131na ili\u015fkin riskleri art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda tanker sald\u0131r\u0131lar\u0131n\u0131n sava\u015f\u0131n ba\u015flamas\u0131ndan bu yana haftal\u0131k bazda en y\u00fcksek seviyeye \u00e7\u0131kt\u0131\u011f\u0131, \u0130ran\u2019\u0131n baz\u0131 ge\u00e7i\u015f g\u00fczergahlar\u0131n\u0131 kapataca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n da b\u00f6lgedeki g\u00fcvenlik endi\u015felerini g\u00fc\u00e7lendirdi\u011fi belirtildi.<\/p>\n
FOMC\u2019nin eyl\u00fcl toplant\u0131 tutanaklar\u0131n\u0131n Fed \u00fcyeleri aras\u0131nda faiz art\u0131r\u0131m\u0131n\u0131n gerek\u00e7elerine ili\u015fkin g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131 ortaya koydu\u011fu, ancak \u00e7o\u011funlu\u011fun y\u0131l sonuna kadar bir faiz art\u0131r\u0131m\u0131n\u0131n daha uygun olabilece\u011fini de\u011ferlendirdi\u011fi aktar\u0131ld\u0131. Baz\u0131 \u00fcyeler eyl\u00fcl ay\u0131ndaki faiz art\u0131\u015f\u0131n\u0131 enerji ve di\u011fer arz kaynakl\u0131 fiyat \u015foklar\u0131n\u0131n kal\u0131c\u0131 hale gelmesini \u00f6nlemek a\u00e7\u0131s\u0131ndan gerekli g\u00f6r\u00fcrken, daha \u015fahin \u00fcyeler g\u00fc\u00e7l\u00fc talep ko\u015fullar\u0131n\u0131n enflasyonu yeniden yukar\u0131 ta\u015f\u0131yabilece\u011fine dikkat \u00e7ekti. Mevcut politika faizinin baz\u0131 \u00fcyeler taraf\u0131ndan yaln\u0131zca s\u0131n\u0131rl\u0131 \u00f6l\u00e7\u00fcde k\u0131s\u0131tlay\u0131c\u0131 de\u011ferlendirildi\u011fi ve daha y\u00fcksek bir faiz patikas\u0131n\u0131n enflasyonun hedefin \u00fczerinde kalma riskine kar\u015f\u0131 koruma sa\u011flayabilece\u011fi ifade edildi. Kararlar\u0131n gelecek toplant\u0131larda gelen veriler, enflasyon g\u00f6r\u00fcn\u00fcm\u00fc ve risk dengesi do\u011frultusunda al\u0131naca\u011f\u0131 vurguland\u0131. Bu g\u00f6r\u00fcn\u00fcm\u00fcn, ekim toplant\u0131s\u0131nda faizlerin sabit tutulma ihtimalini \u00f6ne \u00e7\u0131kar\u0131rken aral\u0131k ay\u0131nda ilave faiz art\u0131r\u0131m\u0131n\u0131 g\u00fcndemde tuttu\u011fu belirtildi.<\/p>\n
ABD hisse senedi piyasalar\u0131nda S&P 500 y\u00fczde 0,22 azal\u0131\u015fla 7.801,77 puana, Dow Jones y\u00fczde 0,66 d\u00fc\u015f\u00fc\u015fle 51.179,87 puana ve Nasdaq y\u00fczde 0,22 azal\u0131\u015fla 27.538,69 puana geriledi. ABD’nin 10 ve 30 y\u0131ll\u0131k tahvil faizlerinin 2002\u2019den bu yana en y\u00fcksek seviyelere \u00e7\u0131kmas\u0131, y\u00fcksek bor\u00e7lanma maliyetlerinin daha uzun s\u00fcre devam edebilece\u011fi endi\u015felerini art\u0131rd\u0131.<\/p>\n
Avrupa borsalar\u0131nda da k\u00fcresel tahvil piyasalar\u0131ndaki sat\u0131\u015flar, petrol fiyatlar\u0131ndaki y\u00fckseli\u015f ve Orta Do\u011fu kaynakl\u0131 jeopolitik risklerin etkisiyle sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyir izlendi. Euro Stoxx 50 y\u00fczde 1,40, Almanya\u2019da DAX y\u00fczde 1,35, \u0130ngiltere\u2019de FTSE 100 y\u00fczde 0,79 ve Fransa\u2019da CAC 40 y\u00fczde 1,22 de\u011fer kaybetti.<\/p>\n
Asya piyasalar\u0131nda ABD tahvil faizlerinin y\u00fcksek seviyelerde seyretmesi, Fed\u2019in ilave faiz art\u0131r\u0131m\u0131na a\u00e7\u0131k kap\u0131 b\u0131rakmas\u0131 ve Orta Do\u011fu\u2019daki gerilimin petrol fiyatlar\u0131n\u0131 y\u00fckseltmesi nedeniyle genel olarak sat\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. B\u00fcy\u00fck teknoloji \u015firketlerinin yapay zeka yat\u0131r\u0131mlar\u0131n\u0131 finanse etmek amac\u0131yla y\u00fcksek tutarl\u0131 bor\u00e7lanmaya y\u00f6neldi\u011fine ili\u015fkin haberlerin de tahvil piyasalar\u0131ndaki arz bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Nikkei 225 y\u00fczde 0,82, Nifty 50 y\u00fczde 0,71, Hang Seng y\u00fczde 0,90 ve Kospi y\u00fczde 1,46 gerilerken, \u00c7in piyasalar\u0131 uzun tatilin ard\u0131ndan y\u00fczde 0,27 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. ABD vadeli endeksleri ise yataya yak\u0131n hafif negatif seyir izledi.<\/p>\n
Bug\u00fcn ABD\u2019de haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, toptan sat\u0131\u015flar, toptan stoklar ve Fed \u00fcyesi Musalem\u2019in a\u00e7\u0131klamalar\u0131n\u0131n takip edilece\u011fi, Euro B\u00f6lgesi\u2019nde ise Avrupa Merkez Bankas\u0131 \u00fcyesi Lane\u2019in konu\u015fmas\u0131n\u0131n izlenece\u011fi belirtildi. Bir \u00f6nceki haftada ilk i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 197 bin, devam eden ba\u015fvurular 1,70 milyon seviyesinde ger\u00e7ekle\u015fmi\u015fti. A\u011fustos ay\u0131nda toptan sat\u0131\u015flar ayl\u0131k y\u00fczde 0,8, toptan stoklar ise y\u00fczde 0,7 artm\u0131\u015ft\u0131. Yar\u0131n ABD\u2019de Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi ile k\u0131sa ve uzun vadeli enflasyon beklentileri, Euro B\u00f6lgesi\u2019nde ise Avrupa Merkez Bankas\u0131 \u00fcyesi Pierre Wunsch\u2019un a\u00e7\u0131klamalar\u0131 takip edilecek.<\/p>\n
Yurt i\u00e7inde BIST 100 endeksi g\u00fcne hafif al\u0131c\u0131l\u0131 ba\u015flarken g\u00fcn i\u00e7inde 12.050 seviyesine kadar geriledi ve 12.000 psikolojik e\u015fi\u011finin \u00fczerinde tutundu. Endeks g\u00fcn\u00fc y\u00fczde 2,03 d\u00fc\u015f\u00fc\u015fle 12.122,93 puandan tamamlarken, bankac\u0131l\u0131k endeksi y\u00fczde 0,16, sanayi endeksi y\u00fczde 1,71 de\u011fer kaybetti.<\/p>\n
Hazine nakit dengesi eyl\u00fclde 467,2 milyar TL a\u00e7\u0131k verirken, a\u011fustosta 49,8 milyar TL fazla verilmi\u015fti. Eyl\u00fcl d\u00f6neminde Hazine\u2019nin nakit gelirleri 1,33 trilyon TL, nakit giderleri 1,80 trilyon TL oldu. Faiz d\u0131\u015f\u0131 denge 193,3 milyar TL a\u00e7\u0131k verirken faiz \u00f6demeleri 273,9 milyar TL olarak ger\u00e7ekle\u015fti.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 Ba\u015fkan\u0131 Fatih Karahan, fiyat istikrar\u0131n\u0131n sa\u011flanmas\u0131yla ekonomide \u00f6ng\u00f6r\u00fclebilirli\u011fin artaca\u011f\u0131n\u0131 ve bunun \u015firketlerin yat\u0131r\u0131m ve karar alma s\u00fcre\u00e7lerini destekleyece\u011fini belirtti. Karahan, dezenflasyon s\u00fcrecinin verimlilik art\u0131\u015f\u0131na katk\u0131 sa\u011flayaca\u011f\u0131n\u0131, y\u00fcksek ve oynak enflasyonun firmalar\u0131n planlama ufkunu daraltt\u0131\u011f\u0131n\u0131 ifade etti. Y\u00fcksek verimlili\u011fe sahip firmalarda finansal dayan\u0131kl\u0131l\u0131\u011f\u0131n daha g\u00fc\u00e7l\u00fc oldu\u011funa i\u015faret eden Karahan, fiyat istikrar\u0131n\u0131n yat\u0131r\u0131m ortam\u0131 ve \u015firketlerin \u015foklara kar\u015f\u0131 direnci a\u00e7\u0131s\u0131ndan \u00f6nemini vurgulad\u0131.<\/p>\n
Halk Yat\u0131r\u0131m, k\u00fcresel cephede risk alg\u0131s\u0131n\u0131n zay\u0131f seyretmesi nedeniyle BIST 100 endeksinin g\u00fcne temkinli ba\u015flamas\u0131n\u0131 bekledi\u011fini bildirdi. Yurt i\u00e7inde bug\u00fcn makro veri g\u00fcndeminin sakin olmas\u0131, yar\u0131n ise a\u011fustos ay\u0131 sanayi \u00fcretimi verilerinin takip edilmesi bekleniyor. A\u011fustos ay\u0131nda sanayi \u00fcretimi ayl\u0131k y\u00fczde 1, y\u0131ll\u0131k y\u00fczde 0,3 gerilemi\u015fti.<\/p>\n
Tahvil ve d\u00f6viz piyasalar\u0131nda Almanya\u2019da a\u011fustos ay\u0131 sanayi \u00fcretimi y\u00fczde 0,2 artarken, k\u00fcresel tahvil piyasalar\u0131nda sat\u0131c\u0131l\u0131 seyir izlendi. ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 4 baz puan art\u0131\u015fla y\u00fczde 5,31\u2019e, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 1 baz puan art\u0131\u015fla y\u00fczde 3,49\u2019a y\u00fckseldi. T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k dolar cinsi kredi risk primi (CDS) 6 baz puan art\u0131\u015fla 250 baz puan olurken, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond faizi 14 baz puan art\u0131\u015fla y\u00fczde 7,92 seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Dolar Endeksi 102,341 seviyesine y\u00fckselirken Euro\/Dolar paritesi 1,1191\u2019e geriledi. Dolar\/TL spot kuru 49,19 seviyesinde i\u015flem g\u00f6rd\u00fc. Yurt i\u00e7inde ise 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 6 baz puan azal\u0131\u015fla y\u00fczde 39,50\u2019ye, 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 7 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 35,35\u2019e geriledi. Borsa \u0130stanbul Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacmi 24,3 milyar TL\u2019ye indi.<\/p>\n
Yurt i\u00e7i haberlerde Ticaret Bakan\u0131 \u00d6mer Bolat, T\u00fcrkiye ile ABD aras\u0131ndaki ticaret hacminin g\u00fc\u00e7l\u00fc seyrini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc ve toplam ticaretin en ge\u00e7 2028\u2019de 50 milyar dolara ula\u015fabilece\u011fini ifade etti. \u0130ki \u00fclke aras\u0131ndaki ticaret hacminin 2025\u2019te 38,6 milyar dolar oldu\u011funu hat\u0131rlatan Bolat, 2026\u2019n\u0131n ilk dokuz ay\u0131nda ticaretin y\u0131ll\u0131k bazda y\u00fczde 17 artt\u0131\u011f\u0131n\u0131, bu d\u00f6nemde ABD\u2019nin T\u00fcrkiye\u2019ye ihracat\u0131n\u0131n 2,5 milyar dolar, T\u00fcrkiye\u2019nin ABD\u2019ye ihracat\u0131n\u0131n ise 1,8 milyar dolar artt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
Bursa\u2019da Osmangazi Belediyesi ile \u0130l\u00e7e Tar\u0131m M\u00fcd\u00fcrl\u00fc\u011f\u00fc ekiplerinin denetiminde ruhsats\u0131z bir depoda uygun olmayan ko\u015fullarda muhafaza edilen yakla\u015f\u0131k 6,5 ton g\u0131da \u00fcr\u00fcn\u00fc tespit edildi. Zeytin, zeytinya\u011f\u0131, sal\u00e7a, salamura yaprak, tur\u015fu ve hurman\u0131n \u00f6nemli b\u00f6l\u00fcm\u00fcnde k\u00fcflenme g\u00f6r\u00fcl\u00fcrken ambalajlarda etiket, son t\u00fcketim tarihi ve i\u015fletme numaras\u0131 bulunmad\u0131\u011f\u0131 belirlendi. Sa\u011fl\u0131k a\u00e7\u0131s\u0131ndan risk ta\u015f\u0131d\u0131\u011f\u0131 de\u011ferlendirilen \u00fcr\u00fcnler imha edilirken depo i\u015fletmecisi hakk\u0131nda yasal i\u015flem ba\u015flat\u0131ld\u0131.<\/p>\n
Yurt d\u0131\u015f\u0131 haberlerde Fransa\u2019da 2027 Cumhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imleri \u00f6ncesinde gen\u00e7lerin ekonomik ve siyasi g\u00f6r\u00fcn\u00fcme ili\u015fkin beklentilerinin zay\u0131flad\u0131\u011f\u0131 aktar\u0131ld\u0131. Ipsos taraf\u0131ndan 18-29 ya\u015f aral\u0131\u011f\u0131nda 3 binden fazla ki\u015fiyle yap\u0131lan ankete g\u00f6re kat\u0131l\u0131mc\u0131lar\u0131n yakla\u015f\u0131k y\u00fczde 80\u2019i gelece\u011fi konusunda endi\u015fe duyarken, benzer oranda gen\u00e7 \u00fclkede kendisi i\u00e7in uzun vadeli gelecek g\u00f6rmedi\u011fini ve \u00fclkeden ayr\u0131lmay\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc belirtti. Gen\u00e7lerin y\u00fczde 34\u2019\u00fc yurt d\u0131\u015f\u0131nda ya\u015fam kurmak i\u00e7in ciddi plan yapt\u0131\u011f\u0131n\u0131, y\u00fczde 25\u2019i ise siyaset\u00e7ilerin gen\u00e7lerin g\u00fcndelik sorunlar\u0131n\u0131 yeterince anlad\u0131\u011f\u0131n\u0131 ifade etti. Kat\u0131l\u0131mc\u0131lar\u0131n y\u00fczde 80\u2019inin yakla\u015fan se\u00e7imlerde oy kullanmay\u0131 planlamas\u0131 ise ekonomik ve sosyal memnuniyetsizli\u011fin siyasi kat\u0131l\u0131m\u0131 azaltmad\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
\u0130talya Ba\u015fbakan\u0131 Giorgia Meloni, y\u00fcksek enerji fiyatlar\u0131n\u0131n enflasyon ve kamu harcamalar\u0131 \u00fczerindeki etkisine dikkat \u00e7ekerek Avrupa Birli\u011fi\u2019nden b\u00fct\u00e7e kurallar\u0131nda daha fazla esneklik talep etti. Meloni, y\u00fcksek enerji maliyetlerinin Avrupa \u00fclkelerinin mali alan\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
\u00c7in Merkez Bankas\u0131, eyl\u00fclde rezervlerine 740 bin ons alt\u0131n ekleyerek al\u0131m serisini 23. aya ta\u015f\u0131d\u0131. K\u00fcresel kamu borcu, jeopolitik belirsizlikler ve rezerv \u00e7e\u015fitlendirme e\u011filiminin merkez bankalar\u0131n\u0131n alt\u0131n talebini destekledi\u011fi belirtilirken, D\u00fcnya Alt\u0131n Konseyi anketinde merkez bankalar\u0131n\u0131n y\u00fczde 45\u2019inin gelecek y\u0131l alt\u0131n almay\u0131 planlad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Tesla\u2019n\u0131n \u201cFull Self-Driving\u201d teknolojisinin Avrupa genelinde onay s\u00fcrecinde kritik a\u015famaya geldi\u011fi, Hollanda\u2019n\u0131n sistemi onaylamas\u0131n\u0131n ard\u0131ndan Avrupa Birli\u011fi genelinde oylaman\u0131n \u00f6n\u00fcn\u00fcn a\u00e7\u0131ld\u0131\u011f\u0131 belirtildi. Yedi AB \u00fclkesinin daha ulusal d\u00fczeyde onay verdi\u011fi aktar\u0131l\u0131rken, Reuters\u2019\u0131n inceledi\u011fi belgeler ve trafik g\u00fcvenli\u011fi uzmanlar\u0131n\u0131n de\u011ferlendirmelerine g\u00f6re Tesla\u2019n\u0131n FSD\u2019nin kaza ve \u00f6l\u00fcm riskini azaltt\u0131\u011f\u0131na ili\u015fkin verilerinin metodolojik a\u00e7\u0131dan s\u0131n\u0131rl\u0131 oldu\u011fu ve baz\u0131 g\u00fcvenlik iddialar\u0131n\u0131n do\u011frudan desteklenmedi\u011fi ifade edildi.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump ise dan\u0131\u015fmanlar\u0131 Chris LaCivita ve James Blair\u2019in Bosna-Hersek\u2019teki S\u0131rp Cumhuriyeti\u2019ni ziyaret etti\u011fine ili\u015fkin haberlerin ard\u0131ndan olas\u0131 \u00e7\u0131kar \u00e7at\u0131\u015fmas\u0131n\u0131 inceleyece\u011fini a\u00e7\u0131klad\u0131. Trump, iki ismin d\u0131\u015far\u0131dan dan\u0131\u015fman olarak g\u00f6rev yapt\u0131\u011f\u0131n\u0131 ve ba\u015fka m\u00fc\u015fterilerle \u00e7al\u0131\u015fabileceklerini belirterek, \u00e7\u0131kar \u00e7at\u0131\u015fmas\u0131 tespit edilmesi halinde g\u00f6revlerine son verilebilece\u011fini ifade etti.<\/p>\n
\u015eirket haberlerinde Aselsan ile T\u00fcrkiye Cumhuriyeti Cumhurba\u015fkanl\u0131\u011f\u0131 Savunma Sanayii Ba\u015fkanl\u0131\u011f\u0131 aras\u0131nda radar sistemlerinin tedarikine ili\u015fkin 195 milyon dolar tutar\u0131nda s\u00f6zle\u015fme imzaland\u0131\u011f\u0131 bildirildi. Halk Yat\u0131r\u0131m, s\u00f6z konusu b\u00fcy\u00fckl\u00fc\u011f\u00fcn \u015firketin son d\u00f6rt \u00e7eyreklik cirosunun y\u00fczde 3,6\u2019s\u0131na denk geldi\u011fini ve y\u0131lba\u015f\u0131ndan bu yana al\u0131nan yeni sipari\u015f tutar\u0131n\u0131n 15 milyar dolar\u0131 a\u015ft\u0131\u011f\u0131n\u0131 hesaplad\u0131. \u015eirket, geli\u015fmenin bakiye sipari\u015flerdeki y\u00fckseli\u015f e\u011filimini g\u00fc\u00e7lendirmesi ve operasyonel karl\u0131l\u0131\u011f\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine katk\u0131 sa\u011flamas\u0131 nedeniyle hisse performans\u0131na etkisini \u201cpozitif\u201d olarak de\u011ferlendirdi.<\/p>\n
Anadolu Hayat, 2026\u2019n\u0131n ilk dokuz ay\u0131nda toplam br\u00fct prim \u00fcretiminin 18,32 milyar TL oldu\u011funu a\u00e7\u0131klad\u0131. Prim \u00fcretiminin 18,32 milyar TL\u2019si hayat, 1,4 milyon TL\u2019si hayat d\u0131\u015f\u0131 bran\u015flardan elde edildi.<\/p>\n
Mavi Giyim, pay geri al\u0131m program\u0131 kapsam\u0131nda 7 Ekim 2026\u2019da ortalama 37,027 TL fiyattan 299 bin 314 adet B Grubu pay geri ald\u0131. \u0130\u015flemle birlikte geri al\u0131nan toplam B Grubu pay say\u0131s\u0131 16,91 milyona, bu paylar\u0131n sermayeye oran\u0131 yakla\u015f\u0131k y\u00fczde 2,13\u2019e ula\u015ft\u0131.<\/p>\n
T\u00fcrk Alt\u0131n \u0130\u015fletmeleri de 7 Ekim 2026\u2019da ortalama 41,69 TL fiyattan 3 milyon adet pay geri ald\u0131. B\u00f6ylece toplam geri al\u0131nan paylar\u0131n sermayeye oran\u0131 y\u00fczde 4,74\u2019e y\u00fckseldi.<\/p>\n
Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde BIST 100\u2019\u00fcn cari F\/K \u00e7arpan\u0131n\u0131n 9,28x seviyesinde oldu\u011fu, son \u00fc\u00e7 ayl\u0131k ortalama \u00e7arpan seviyesine y\u00fczde 21, son bir y\u0131ll\u0131k ortalama seviyesine ise y\u00fczde 25,4 yak\u0131nl\u0131k bulundu\u011fu belirtildi. Bankac\u0131l\u0131k endeksinin cari PD\/DD \u00e7arpan\u0131 1,06x, sanayi endeksinin cari F\/K \u00e7arpan\u0131 13,29x olarak verildi. BIST 100\u2019\u00fcn MSCI Geli\u015fmekte Olan \u00dclkeler Endeksi ile normalize edilmi\u015f fark\u0131 ise -48,46 seviyesinde bulunuyor.<\/p>\n
Halk Yat\u0131r\u0131m, piyasa de\u011ferlendirmesinde kaynak olarak Bloomberg, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131, T\u00fcrkiye \u0130statistik Kurumu, HLY Ara\u015ft\u0131rma ve Matriks verilerini kulland\u0131.<\/p>\n
<\/strong> \u0130stanbul, 8 Ekim (Hibya) – Halk Yat\u0131r\u0131m, k\u00fcresel piyasalarda tahvil faizlerindeki y\u00fckseli\u015f, Fed\u2019in y\u0131l sonuna kadar ilave faiz art\u0131r\u0131m\u0131na a\u00e7\u0131k kap\u0131 b\u0131rakmas\u0131 ve Orta Do\u011fu kaynakl\u0131 risklerle temkinli g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":163312,"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-163311","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\/163311","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=163311"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/163311\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/163312"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=163311"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=163311"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=163311"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"