Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, ABD y\u00f6netiminin \u0130ran\u2019a y\u00f6nelik olas\u0131 askeri operasyon se\u00e7eneklerini de\u011ferlendirdi\u011fine ili\u015fkin haberlerin ard\u0131ndan Brent petrol y\u00fczde 4\u2019\u00fcn \u00fczerinde y\u00fckselerek 104 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi 6 baz puan art\u0131\u015fla y\u00fczde 5,34 seviyesine y\u00fckselirken, Avrupa tahvil piyasalar\u0131nda da sat\u0131\u015flar h\u0131zland\u0131.<\/p>\n
Y\u00fcksek enerji maliyetlerinin enflasyonun kal\u0131c\u0131l\u0131\u011f\u0131na ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131 ve bunun Fed\u2019in s\u0131k\u0131 para politikas\u0131n\u0131 s\u00fcrd\u00fcrece\u011fi beklentisini destekledi\u011fi ifade edildi. Piyasalarda aral\u0131k ay\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131n fiyatland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller\u2019\u0131n, enflasyonun y\u00fczde 2 hedefine d\u00f6nmesi i\u00e7in ilave faiz art\u0131\u015flar\u0131n\u0131n gerekebilece\u011fini, ancak bu ad\u0131mlar\u0131n art arda toplant\u0131larda uygulanmas\u0131n\u0131n zorunlu olmad\u0131\u011f\u0131n\u0131 belirtti\u011fi kaydedildi.<\/p>\n
Y\u00fckselen tahvil faizleri ve finansman maliyetlerinin \u00f6zellikle teknoloji hisseleri \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtilen de\u011ferlendirmede, S&P 500 ve Nasdaq 100 vadeli endekslerinin s\u0131ras\u0131yla y\u00fczde 0,4 ve y\u00fczde 0,6 geriledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Samsung Electronics\u2019in rekor k\u00e2r a\u00e7\u0131klamas\u0131na ra\u011fmen piyasa beklentilerini kar\u015f\u0131layamamas\u0131 ve TSMC\u2019nin sat\u0131\u015flar\u0131ndaki y\u00fczde 51\u2019lik art\u0131\u015f\u0131n yat\u0131r\u0131mc\u0131 i\u015ftah\u0131n\u0131 yeterince desteklememesi nedeniyle yapay zeka ve yar\u0131 iletken sekt\u00f6r\u00fcndeki de\u011ferlemelere ili\u015fkin endi\u015felerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
Avrupa piyasalar\u0131nda petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin yan\u0131 s\u0131ra Fransa\u2019daki siyasi belirsizlikler ve b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131na ili\u015fkin endi\u015felerin sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Frans\u0131z devlet tahvillerinde y\u00fckselen risk primlerinin bankac\u0131l\u0131k sekt\u00f6r\u00fcne y\u00f6nelik endi\u015feleri art\u0131rmas\u0131yla Stoxx 600 Bankac\u0131l\u0131k Endeksi y\u00fczde 2,2\u2019ye varan d\u00fc\u015f\u00fc\u015f kaydetti. Euro Stoxx 50 y\u00fczde 1,2, Stoxx 600 ise y\u00fczde 0,9 gerileyerek haziran ortas\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyelerine indi.<\/p>\n
Sekt\u00f6r baz\u0131nda madencilik, bankac\u0131l\u0131k ve sa\u011fl\u0131k hisseleri d\u00fc\u015f\u00fc\u015flere \u00f6nc\u00fcl\u00fck ederken, y\u00fckselen petrol fiyatlar\u0131 Shell ve TotalEnergies gibi enerji \u015firketlerini destekledi.<\/p>\n
Gedik Yat\u0131r\u0131m, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde Orta Do\u011fu\u2019daki geli\u015fmelerin, tahvil faizlerinin seyrinin ve yakla\u015fan bilan\u00e7o sezonunda \u015firketlerin k\u00e2rl\u0131l\u0131k performans\u0131n\u0131n k\u00fcresel risk i\u015ftah\u0131n\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan takip edilece\u011fini belirtti.<\/p>\n
<\/strong> \u0130stanbul, 8 Ekim (Hibya) – Gedik Yat\u0131r\u0131m, Orta Do\u011fu\u2019daki jeopolitik gerilim ve petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin k\u00fcresel piyasalarda enflasyon ve faiz beklentilerini etkiledi\u011fini, hisse senedi ve tahvil piyasalar\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":163526,"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-163525","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\/163525","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=163525"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/163525\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/163526"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=163525"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=163525"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=163525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"