{"id":165190,"date":"2026-10-12T14:15:05","date_gmt":"2026-10-12T11:15:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/12\/kuresel-piyasalar-bilanco-sezonu-ve-enflasyon-verilerine-odaklandi"},"modified":"2026-10-12T14:15:05","modified_gmt":"2026-10-12T11:15:05","slug":"kuresel-piyasalar-bilanco-sezonu-ve-enflasyon-verilerine-odaklandi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/10\/12\/kuresel-piyasalar-bilanco-sezonu-ve-enflasyon-verilerine-odaklandi\/","title":{"rendered":"K\u00fcresel piyasalar bilan\u00e7o sezonu ve enflasyon verilerine odakland\u0131"},"content":{"rendered":"<p data-pm-slice=\"1 1 []\">K\u00fcresel piyasalar, yat\u0131r\u0131mc\u0131lar\u0131n yo\u011fun bilan\u00e7o haftas\u0131nda \u015firket k\u00e2rlar\u0131n\u0131 ve Orta Do\u011fu\u2019daki gerilimin enerji fiyatlar\u0131na etkisini de\u011ferlendirmesiyle temkinli bir g\u00f6r\u00fcn\u00fcm sergiliyor. ABD hisse senedi vadeli i\u015flemleri hafif y\u00fckselirken S&amp;P 500, ge\u00e7en haftay\u0131 t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesinin hemen alt\u0131nda tamamlamas\u0131n\u0131n ard\u0131ndan rekor seviyeye yakla\u015ft\u0131. Brent petrol fiyatlar\u0131, Basra K\u00f6rfezi\u2019nden sevkiyat\u0131n s\u00fcrmesiyle dalgalan\u0131rken Yemen\u2019deki Husilerin Suudi Arabistan\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131 b\u00f6lgedeki arz risklerini art\u0131rd\u0131. ABD\u2019nin Rusya ile Ukrayna aras\u0131nda enerji ate\u015fkesi sa\u011fland\u0131\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamas\u0131 da piyasalar\u0131n g\u00fcndeminde yer ald\u0131.<\/p>\n<p>Bilan\u00e7o sezonu sal\u0131 g\u00fcn\u00fc JPMorgan ve Citigroup\u2019un da aralar\u0131nda bulundu\u011fu b\u00fcy\u00fck ABD bankalar\u0131n\u0131n sonu\u00e7lar\u0131yla ba\u015flayacak. Wall Street bankalar\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte toplam 19 milyar dolarl\u0131k hisse senedi i\u015flem geliri a\u00e7\u0131klamas\u0131 bekleniyor. Haftan\u0131n ilerleyen g\u00fcnlerinde ASML ve TSMC taraf\u0131ndan a\u00e7\u0131klanacak sonu\u00e7lar ise yapay zeka yat\u0131r\u0131mlar\u0131na y\u00f6nelik talebin g\u00fcc\u00fcn\u00fc ve \u00e7ip sekt\u00f6r\u00fcn\u00fcn g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de\u011ferlendirmek a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yor. Y\u00fcksek faizler ve petrol fiyatlar\u0131 piyasalar \u00fczerinde bask\u0131 olu\u015ftururken \u015firket k\u00e2rlar\u0131ndaki \u00e7ift haneli b\u00fcy\u00fcmenin bu etkiyi dengelemesi, bilan\u00e7olar\u0131 y\u00fckseli\u015fin devam\u0131 a\u00e7\u0131s\u0131ndan daha \u00f6nemli hale getiriyor.<\/p>\n<p>Piyasalar\u0131n bir di\u011fer \u00f6nemli g\u00fcndem maddesi ABD\u2019nin eyl\u00fcl ay\u0131 enflasyon verisi olacak. Genel t\u00fcketici fiyat endeksinin (T\u00dcFE), benzin fiyatlar\u0131n\u0131n etkisiyle ayl\u0131k y\u00fczde 0,6 artarak son be\u015f ay\u0131n en y\u00fcksek y\u00fckseli\u015fini kaydetmesi bekleniyor. G\u0131da ve enerji hari\u00e7 \u00e7ekirdek T\u00dcFE art\u0131\u015f\u0131n\u0131n ise y\u00fczde 0,2\u2019ye gerileyece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Man\u015fet enflasyonun h\u0131zlanmas\u0131, \u00e7ekirdek enflasyonun ise yava\u015flamas\u0131, ABD Merkez Bankas\u0131n\u0131n (Fed) faiz politikas\u0131na y\u00f6nelik beklentileri etkileyebilir. Piyasalarda aral\u0131k ay\u0131na kadar faiz art\u0131\u015f\u0131 ihtimali fiyatlan\u0131rken Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n konu\u015fmas\u0131 da yak\u0131ndan izlenecek. Columbus G\u00fcn\u00fc nedeniyle ABD tahvil piyasas\u0131 kapal\u0131 kal\u0131rken Avrupa ve Asya\u2019da tahvil getirileri hafif geriledi. Dolar yatay seyrederken Bitcoin, \u00fc\u00e7 g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan kazan\u00e7lar\u0131n\u0131 korudu.<\/p>\n<p>Avrupa borsalar\u0131 haftaya y\u00fckseli\u015fle ba\u015flad\u0131. Euro Stoxx 50 y\u00fczde 0,8, Stoxx 600 ise y\u00fczde 0,6 de\u011fer kazand\u0131. Banka hisselerinin \u00f6nc\u00fcl\u00fck etti\u011fi y\u00fckseli\u015fte HSBC y\u00fczde 2,1, Santander y\u00fczde 1,8 ve BBVA y\u00fczde 1,6 artt\u0131. Renault y\u00fczde 3,1, Stellantis ise y\u00fczde 2,5 y\u00fckseldi. Nordex, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte proje giri\u015flerinin ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 30 artt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan y\u00fczde 3,8 de\u011fer kazand\u0131. Petrol fiyatlar\u0131ndaki geri \u00e7ekilmenin etkisiyle enerji hisseleri gerilerken yat\u0131r\u0131mc\u0131lar bu hafta a\u00e7\u0131klanacak ASML ve LVMH sonu\u00e7lar\u0131n\u0131 bekliyor.<\/p>\n<p>\u00d6nemli \u015firket haberlerinde SkyAI (SKYA) hisseleri, \u015firketin Forward Industries\u2019\u0131n sat\u0131n alma teklifini reddetmesi ve kendi hisseleriyle \u00f6n \u00f6demeli varantlar\u0131n\u0131n y\u00fczde 95\u2019ine kadar\u0131n\u0131 hisse ba\u015f\u0131na 3 dolardan geri almak \u00fczere 201 milyon dolarl\u0131k nakit teklif a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan y\u00fczde 20 y\u00fckseldi. Teklif fiyat\u0131 \u00f6nceki kapan\u0131\u015fa g\u00f6re yakla\u015f\u0131k y\u00fczde 65 prim i\u00e7eriyor. Geri al\u0131m\u0131n \u015firketin mevcut nakdi ve hazinesindeki 1 milyon SOL tokenin sat\u0131\u015f\u0131ndan finanse edilmesi planlan\u0131yor. Forward Industries (FWDI) hisseleri de y\u00fczde 2 artt\u0131. Geli\u015fme, SkyAI a\u00e7\u0131s\u0131ndan pozitif olarak de\u011ferlendirildi.<\/p>\n<p>CCC Intelligent Solutions (CCC) hisseleri, \u00f6zel sermaye \u015firketi GTCR ile aktivist yat\u0131r\u0131mc\u0131 Elliott Investment Management\u2019\u0131n \u015firketi sat\u0131n almak i\u00e7in ileri a\u015famada g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctt\u00fc\u011f\u00fcne ili\u015fkin haberlerin ard\u0131ndan y\u00fczde 10 y\u00fckseldi. Olas\u0131 bir anla\u015fman\u0131n, otomatik hasar y\u00f6netimi yaz\u0131l\u0131m\u0131 sa\u011flayan \u015firketin borsadan \u00e7\u0131kmas\u0131na yol a\u00e7abilece\u011fi belirtiliyor. Ancak taraflar anla\u015fmay\u0131 veya sat\u0131n alma fiyat\u0131n\u0131 hen\u00fcz do\u011frulamad\u0131. S\u00fcrecin y\u00f6netim kurulu onay\u0131na ba\u011fl\u0131 oldu\u011fu aktar\u0131ld\u0131. Geli\u015fme \u015firket hisseleri a\u00e7\u0131s\u0131ndan pozitif de\u011ferlendirildi.<\/p>\n<p>Biogen (BIIB) hisseleri ise JPMorgan\u2019\u0131n \u015firketin notunu \u201cN\u00f6tr\u201dden \u201cA\u011f\u0131rl\u0131\u011f\u0131n\u0131 Art\u0131r\u201d seviyesine y\u00fckseltmesiyle y\u00fczde 2 de\u011fer kazand\u0131. Banka, 2027\u2019de beklenen klinik ve \u00fcr\u00fcn geli\u015fmelerini gerek\u00e7e g\u00f6stererek 300 dolar hedef fiyat belirledi. Bu hedef, \u00f6nceki kapan\u0131\u015fa g\u00f6re yakla\u015f\u0131k y\u00fczde 33 y\u00fckseli\u015f potansiyeline i\u015faret ediyor. \u015eirketin yeni b\u00fcy\u00fcme kaynaklar\u0131n\u0131 art\u0131rmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131, ancak eski multipl skleroz ila\u00e7lar\u0131nda fiyat bask\u0131s\u0131 ve rekabetin s\u00fcrd\u00fc\u011f\u00fc belirtildi. S\u00f6z konusu geli\u015fme de pozitif olarak de\u011ferlendirildi.<\/p>\n<p>Gedik Yat\u0131r\u0131m\u2019\u0131n teknik analiz de\u011ferlendirmelerine g\u00f6re Brent petrol fiyat\u0131 105,69 dolar seviyesinde bulunuyor. Fiyat\u0131n 50 g\u00fcnl\u00fck ortalaman\u0131n \u00fczerinde kalmas\u0131 ve y\u00fczde 61,8 Fibonacci seviyesini a\u015fmas\u0131, k\u0131sa vadede al\u0131c\u0131lar\u0131n daha g\u00fc\u00e7l\u00fc oldu\u011funa i\u015faret ediyor. RSI g\u00f6stergesinin 59,7 civar\u0131nda olmas\u0131 y\u00fckseli\u015f ivmesini desteklerken fiyat\u0131n 108 dolar \u00e7evresindeki Bollinger \u00fcst band\u0131na yakla\u015fmas\u0131 k\u0131sa vadeli diren\u00e7 riskini art\u0131r\u0131yor. Brent petrolde 108 dolar \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde 113 ve ard\u0131ndan 126 dolar seviyeleri g\u00fcndeme gelebilir. Geri \u00e7ekilmelerde ise 103 ve 98 dolar seviyeleri destek olarak izlenebilir.<\/p>\n<p>Ons alt\u0131n, 4.169 dolar civar\u0131nda i\u015flem g\u00f6r\u00fcyor. Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde fiyat\u0131n ana hareketli ortalamalar\u0131n alt\u0131nda kalmas\u0131n\u0131n k\u0131sa vadeli g\u00f6r\u00fcn\u00fcmde zay\u0131fl\u0131\u011fa i\u015faret etti\u011fi belirtildi. RSI g\u00f6stergesinin 43,8 seviyesinde bulunmas\u0131 al\u0131m g\u00fcc\u00fcn\u00fcn s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131, MACD\u2019nin sinyal \u00e7izgisinin alt\u0131nda seyretmesi ise a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Fiyat\u0131n 4.226 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131 toparlanmay\u0131 destekleyebilir. Bu seviyenin a\u015f\u0131lamamas\u0131 halinde ons alt\u0131n\u0131n 4.053 dolardaki Bollinger alt band\u0131na ve daha a\u015fa\u011f\u0131daki destek seviyelerine y\u00f6nelmesi olas\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>S&amp;P 500 vadeli endeksi ise 7.869 puanda bulunuyor. Gedik Yat\u0131r\u0131m\u2019\u0131n teknik de\u011ferlendirmesine g\u00f6re endeksin 50, 100 ve 200 g\u00fcnl\u00fck ortalamalar\u0131n \u00fczerinde kalmas\u0131 y\u00fckseli\u015f e\u011filiminin korundu\u011funu g\u00f6steriyor. RSI g\u00f6stergesinin 61\u2019e yak\u0131n seyretmesi al\u0131c\u0131lar\u0131n avantaj\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcne i\u015faret ederken fiyat\u0131n 7.897 puandaki son zirveye ve 7.943 puandaki Bollinger \u00fcst band\u0131na yakla\u015fmas\u0131 k\u0131sa vadede sat\u0131\u015f bask\u0131s\u0131 ihtimalini art\u0131r\u0131yor. Olas\u0131 geri \u00e7ekilmelerde 7.860 puan civar\u0131ndaki Fibonacci seviyesi ilk destek olarak \u00f6ne \u00e7\u0131k\u0131yor. Bu seviyenin alt\u0131na inilmesi halinde 7.764 ve 7.732 puan seviyeleri takip edilebilir.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 12 Ekim (Hibya) &#8211; K\u00fcresel piyasalar, \u015firket bilan\u00e7olar\u0131, ABD enflasyon verisi ve Orta Do\u011fu\u2019daki geli\u015fmelerin etkisiyle temkinli seyrederken Gedik Yat\u0131r\u0131m, Brent petrol, ons alt\u0131n ve S&amp;P 500 vadeli endeksine ili\u015fkin de\u011ferlendirmelerini ve teknik seviyeleri aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":165191,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-165190","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\/165190","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=165190"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/165190\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/165191"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=165190"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=165190"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=165190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}