Halk Yat\u0131r\u0131m’\u0131n g\u00fcnl\u00fck piyasa de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda teknoloji ve yar\u0131 iletken hisselerindeki sat\u0131\u015f bask\u0131s\u0131, jeopolitik geli\u015fmeler ve merkez bankas\u0131 yetkililerinin a\u00e7\u0131klamalar\u0131 \u00f6ne \u00e7\u0131kt\u0131. ABD piyasalar\u0131 haftan\u0131n ilk i\u015flem g\u00fcn\u00fcn\u00fc kar\u0131\u015f\u0131k tamamlad\u0131. Dow Jones endeksi y\u00fczde 0,38 y\u00fckselirken, S&P 500 endeksi y\u00fczde 0,06, Nasdaq endeksi ise y\u00fczde 0,44 geriledi.<\/p>\n
\u00c7inli \u00e7ip \u00fcreticisinin teknoloji alan\u0131nda ilerleme kaydetti\u011fini duyurmas\u0131n\u0131n ard\u0131ndan ABD’li yar\u0131 iletken \u015firketlerinde sat\u0131\u015flar g\u00f6r\u00fcld\u00fc. Micron Technology yakla\u015f\u0131k y\u00fczde 4, Nvidia y\u00fczde 1,3, Broadcom y\u00fczde 1,9 ve AMD y\u00fczde 2,3 de\u011fer kaybetti. Cleveland Fed Ba\u015fkan\u0131 Beth Hammack, enflasyonun y\u00fczde 2 hedefine d\u00f6nmesi i\u00e7in k\u0131s\u0131tlay\u0131c\u0131 para politikas\u0131n\u0131n korunmas\u0131 gerekti\u011fini belirtirken, y\u00fcksek g\u00fcmr\u00fck tarifeleri ile yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n elektrik ve teknoloji bile\u015fenlerine y\u00f6nelik talebi art\u0131rmas\u0131n\u0131n fiyatlar \u00fczerinde bask\u0131 olu\u015fturdu\u011funu ifade etti.<\/p>\n
Rusya-Ukrayna enerji altyap\u0131s\u0131 ate\u015fkesine ili\u015fkin ihlal a\u00e7\u0131klamalar\u0131 ve Husilerin Suudi Arabistan’daki havalimanlar\u0131 ile enerji tesislerini hedef alan sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131nda y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Ancak Rusya’dan dizel tedarikine y\u00f6nelik k\u0131s\u0131tlamalar\u0131n ABD taraf\u0131ndan alt\u0131 ay s\u00fcreyle gev\u015fetilmesi, k\u00fcresel arz endi\u015felerini k\u0131smen s\u0131n\u0131rlad\u0131.<\/p>\n
ABD’de iki y\u0131ll\u0131k tahvil faizi y\u00fczde 4,77’ye, 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,19’a geriledi. ABD piyasalar\u0131n\u0131n tatil oldu\u011fu g\u00fcn\u00fcn ard\u0131ndan k\u00fcresel tahvil piyasalar\u0131nda kar\u0131\u015f\u0131k seyir izlendi. \u0130ngiltere’nin 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 1 baz puan art\u0131\u015fla y\u00fczde 5,45’e, Almanya’n\u0131n 10 y\u0131ll\u0131k tahvil faizi ise 1 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 3,48’e geriledi.<\/p>\n
T\u00fcrkiye’nin 5 y\u0131ll\u0131k dolar cinsi kredi risk primi (CDS) 243,5 baz puan seviyesinde i\u015flem g\u00f6r\u00fcrken, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond faizi y\u00fczde 7,75’te sabit kald\u0131. Yurt i\u00e7inde tahvil piyasalar\u0131nda al\u0131c\u0131l\u0131 seyir izlendi. \u0130ki y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 16 baz puan azalarak y\u00fczde 39,45’e, 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi ise 18 baz puan d\u00fc\u015ferek y\u00fczde 35,34’e indi. Borsa \u0130stanbul Kesin Al\u0131m Sat\u0131m Pazar\u0131’nda i\u015flem hacmi 15,7 milyar TL’ye geriledi.<\/p>\n
D\u00f6viz piyasas\u0131nda dolar endeksi 102,436 seviyesine y\u00fckselirken, euro\/dolar paritesi 1,1175’e geriledi. Dolar\/TL kuru 49,33 seviyesinde i\u015flem g\u00f6rd\u00fc. T\u00fcrk liras\u0131, geli\u015fmekte olan \u00fclke para birimleri aras\u0131nda y\u00fczde 0,13 g\u00fcnl\u00fck de\u011fi\u015fimle 49,33 seviyesinde yer ald\u0131. G\u00fcney Afrika rand\u0131 16,55, Rus rublesi 83,97, Meksika pesosu 18,27, Kore wonu 1.335, Hindistan rupisi 95,77, Endonezya rupisi 17.895, Macar forinti 326,52 ve Brezilya reali 4,99 seviyelerinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
T\u00fcrkiye’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 7,75, ABD’nin y\u00fczde 5,24, \u0130ngiltere’nin y\u00fczde 5,45, Almanya’n\u0131n y\u00fczde 3,48, Fransa’n\u0131n y\u00fczde 4,90, \u0130spanya’n\u0131n y\u00fczde 4,10 ve \u0130talya’n\u0131n y\u00fczde 4,59 seviyesinde kaydedildi. T\u00fcrkiye’nin iki y\u0131ll\u0131k, be\u015f y\u0131ll\u0131k ve 10 y\u0131ll\u0131k \u00fclke risk primi g\u00f6stergelerinde g\u00fcnl\u00fck de\u011fi\u015fimler s\u0131ras\u0131yla y\u00fczde 1,29 d\u00fc\u015f\u00fc\u015f, y\u00fczde 0,20 d\u00fc\u015f\u00fc\u015f ve y\u00fczde 0,09 d\u00fc\u015f\u00fc\u015f olarak ger\u00e7ekle\u015fti.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) haftal\u0131k menkul k\u0131ymet verilerine g\u00f6re, \u00f6zel sekt\u00f6r bor\u00e7lanma ara\u00e7lar\u0131 (\u00d6SBA) stoku 2 Ekim ile biten haftada 3 milyar 673 milyon TL azalarak 1 trilyon 35 milyar 325 milyon TL’ye geriledi. Yat\u0131r\u0131m fonlar\u0131n\u0131n stoku 4 milyar 500 milyon TL artarak 364 milyar 765 milyon TL’ye, bankalar\u0131n stoku 526 milyon TL artarak 118 milyar 934 milyon TL’ye, hanehalk\u0131n\u0131n stoku ise 920 milyon TL artarak 83 milyar 414 milyon TL’ye \u00e7\u0131kt\u0131.<\/p>\n
Finansal olmayan kurulu\u015flar\u0131n stoku 4 milyar 647 milyon TL azalarak 104 milyar 600 milyon TL’ye, sigorta \u015firketlerinin stoku 2 milyar 451 milyon TL azalarak 37 milyar 247 milyon TL’ye, yurt d\u0131\u015f\u0131 yerle\u015fiklerin stoku ise 2 milyar 932 milyon TL azalarak 174 milyar 501 milyon TL’ye geriledi. Emeklilik fonlar\u0131n\u0131n stoku 109 milyar 454 milyon TL, genel y\u00f6netimin stoku 26 milyar 695 milyon TL, di\u011fer finansal arac\u0131lar\u0131n stoku 14 milyar 350 milyon TL ve kar amac\u0131 olmayan kurulu\u015flar\u0131n stoku 712 milyon TL oldu.<\/p>\n
TCMB politika faizi y\u00fczde 37, gecelik bor\u00e7 alma ve bor\u00e7 verme faizleri y\u00fczde 35,50 ve y\u00fczde 40 seviyesinde bulunurken, T\u00fcrk liras\u0131 gecelik referans faiz oran\u0131 (TLREF) y\u00fczde 36,89 olarak kaydedildi. TCMB’nin bir sonraki Para Politikas\u0131 Kurulu toplant\u0131s\u0131 22 Ekim 2026 tarihinde yap\u0131lacak.<\/p>\n
BBVA, T\u00fcrk liras\u0131 carry trade i\u015flemlerinin beklenen faiz indirimlerine ra\u011fmen y\u0131l sonuna kadar cazibesini koruyabilece\u011fini de\u011ferlendirdi. BBVA K\u00fcresel Piyasalar Stratejisi Direkt\u00f6r\u00fc Tufan C\u00f6mert, TCMB’nin faiz indirimlerinin carry trade i\u015flemlerini otomatik olarak zay\u0131flatmayaca\u011f\u0131n\u0131 belirtti. Kurum, eyl\u00fcl ay\u0131nda enflasyonun beklentilerden daha \u0131l\u0131ml\u0131 gelmesi ve i\u00e7 talebin yava\u015flamas\u0131 nedeniyle TCMB’nin gelecek haftaki toplant\u0131da politika faizini 100 baz puan indirebilece\u011fini \u00f6ng\u00f6rd\u00fc. D\u0131\u015f ko\u015fullarda keskin bir bozulma ya\u015fanmamas\u0131 halinde 100 baz puanl\u0131k ek bir indirimin de m\u00fcmk\u00fcn oldu\u011fu de\u011ferlendirildi.<\/p>\n
Borsa \u0130stanbul 100 Endeksi, haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne sat\u0131c\u0131l\u0131 ba\u015flad\u0131 ve g\u00fcn\u00fc y\u00fczde 0,94 d\u00fc\u015f\u00fc\u015fle 12.150,67 puandan tamamlad\u0131. Endeks g\u00fcn i\u00e7inde 12.129 ile 12.291 puan aras\u0131nda hareket etti. Bankac\u0131l\u0131k endeksi y\u00fczde 0,56 y\u00fckselerek 15.960,4 puana \u00e7\u0131karken, sanayi endeksi y\u00fczde 1,37 d\u00fc\u015f\u00fc\u015fle 15.791,8 puana geriledi.<\/p>\n
BIST 100’\u00fcn g\u00fcnl\u00fck i\u015flem hacmi 81,5 milyar TL olarak ger\u00e7ekle\u015fti ve \u00f6nceki g\u00fcne g\u00f6re y\u00fczde 28,59 azald\u0131. Bankac\u0131l\u0131k endeksinin hacmi 16,9 milyar TL ile y\u00fczde 19,17, sanayi endeksinin hacmi 44,5 milyar TL ile y\u00fczde 21,31 geriledi. BIST 100’\u00fcn \u00fc\u00e7 ayl\u0131k ortalama i\u015flem hacmi 178,9 milyar TL, bankac\u0131l\u0131k endeksinin 36,3 milyar TL, sanayi endeksinin ise 88,2 milyar TL oldu. G\u00fcnl\u00fck hacimler \u00fc\u00e7 ayl\u0131k ortalamalar\u0131n s\u0131ras\u0131yla y\u00fczde 54,47, y\u00fczde 53,50 ve y\u00fczde 49,48 alt\u0131nda kald\u0131.<\/p>\n
BIST 100 endeksi haftal\u0131k bazda y\u00fczde 0,52, y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 23,60 y\u00fckseli\u015f kaydederken, bankac\u0131l\u0131k endeksi y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 9,66, sanayi endeksi y\u00fczde 20,97 artt\u0131. Kat\u0131l\u0131m endekslerinde BIST Kat\u0131l\u0131m 100 y\u00fczde 1,29 d\u00fc\u015f\u00fc\u015fle 14.224,90 puana, BIST Kat\u0131l\u0131m 30 ise y\u00fczde 1,01 d\u00fc\u015f\u00fc\u015fle 14.077,25 puana geriledi.<\/p>\n
K\u00fcresel piyasalardaki teknoloji hisseleri kaynakl\u0131 sat\u0131\u015f bask\u0131s\u0131 ve Asya borsalar\u0131ndaki sert d\u00fc\u015f\u00fc\u015flerin yurt i\u00e7i risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlayabilece\u011fini de\u011ferlendiren Halk Yat\u0131r\u0131m, BIST 100 endeksinin g\u00fcne hafif sat\u0131c\u0131l\u0131 ba\u015flamas\u0131n\u0131 bekliyor. Petrol fiyatlar\u0131n\u0131n y\u00fcksek seviyelerini korumas\u0131 ve Orta Do\u011fu kaynakl\u0131 belirsizlikler temkinli g\u00f6r\u00fcn\u00fcm\u00fc destekleyen unsurlar aras\u0131nda yer al\u0131yor. Yurt i\u00e7inde bug\u00fcn a\u011fustos ay\u0131 cari denge verisi a\u00e7\u0131klanacak. Cari dengenin \u00f6nceki ayki 40 milyon dolarl\u0131k fazlan\u0131n ard\u0131ndan 3,5 milyar dolar fazla vermesi bekleniyor.<\/p>\n
T\u00fcrkiye \u0130statistik Kurumu (T\u00dc\u0130K) verilerine g\u00f6re, ticaret sat\u0131\u015f hacmi a\u011fustos ay\u0131nda y\u0131ll\u0131k y\u00fczde 0,6, ayl\u0131k y\u00fczde 0,2 artt\u0131. Motorlu kara ta\u015f\u0131tlar\u0131 ve motosikletlerin toptan ve perakende ticareti ile onar\u0131m\u0131 i\u00e7in sat\u0131\u015f hacmi y\u0131ll\u0131k y\u00fczde 11,2, ayl\u0131k y\u00fczde 1 azald\u0131. Toptan ticaret sat\u0131\u015f hacmi y\u0131ll\u0131k y\u00fczde 1,9, ayl\u0131k y\u00fczde 0,2 d\u00fc\u015ferken, perakende ticaret sat\u0131\u015f hacmi y\u0131ll\u0131k y\u00fczde 10,1, ayl\u0131k y\u00fczde 1,4 art\u0131\u015f g\u00f6sterdi.<\/p>\n
Uluslararas\u0131 Para Fonu (IMF), ekim ay\u0131 D\u00fcnya Ekonomik G\u00f6r\u00fcn\u00fcm Raporu’nda k\u00fcresel ekonominin dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 korudu\u011funu ancak bu dayan\u0131kl\u0131l\u0131\u011f\u0131n \u00fclkeler aras\u0131nda e\u015fit da\u011f\u0131lmad\u0131\u011f\u0131n\u0131 bildirdi. IMF, k\u00fcresel b\u00fcy\u00fcme tahminini 2026 i\u00e7in y\u00fczde 3’ten y\u00fczde 3,1’e y\u00fckseltirken, T\u00fcrkiye ekonomisine ili\u015fkin b\u00fcy\u00fcme tahminini y\u00fczde 2,9’dan y\u00fczde 2,7’ye d\u00fc\u015f\u00fcrd\u00fc. T\u00fcrkiye’nin 2027 b\u00fcy\u00fcme beklentisi y\u00fczde 3,6’da korunurken, y\u0131l sonu enflasyon tahminleri 2026 i\u00e7in y\u00fczde 31,2, 2027 i\u00e7in y\u00fczde 26,5 olarak a\u00e7\u0131kland\u0131.<\/p>\n
D\u00fcnya \u00c7elik Birli\u011fi, k\u00fcresel \u00e7elik talebinin 2026’da b\u00fcy\u00fck \u00f6l\u00e7\u00fcde de\u011fi\u015fmeyerek 1 milyar 722 milyon ton seviyesinde kalmas\u0131n\u0131, 2027’de ise y\u00fczde 1,7 art\u0131\u015fla 1 milyar 752 milyon tona ula\u015fmas\u0131n\u0131 bekliyor. Birlik, nisan ay\u0131nda 2026 i\u00e7in y\u00fczde 0,3, 2027 i\u00e7in y\u00fczde 2,2 b\u00fcy\u00fcme \u00f6ng\u00f6rm\u00fc\u015ft\u00fc. Tahminlerdeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonda \u00c7in’deki yap\u0131sal daralma etkili oldu. \u00c7in’in \u00e7elik talebinin 2026’da y\u00fczde 2, 2027’de y\u00fczde 1 azalmas\u0131 beklenirken, \u00c7in d\u0131\u015f\u0131ndaki k\u00fcresel talebin 2026’da y\u00fczde 1,5, 2027’de y\u00fczde 4 artaca\u011f\u0131 tahmin edildi.<\/p>\n
Goldman Sachs, \u015firket k\u00e2rlar\u0131ndaki b\u00fcy\u00fcmeyi ve bilan\u00e7o sezonu \u00f6ncesinde daha cazip hale gelen de\u011ferlemeleri gerek\u00e7e g\u00f6stererek k\u00fcresel hisse senetlerine ili\u015fkin \u00fc\u00e7 ayl\u0131k yat\u0131r\u0131m tavsiyesini “n\u00f6tr”den “a\u011f\u0131rl\u0131k art\u0131r”a y\u00fckseltti. Banka, Asya ve ABD hisse senedi piyasalar\u0131nda a\u011f\u0131rl\u0131k art\u0131r, Avrupa piyasalar\u0131nda ise a\u011f\u0131rl\u0131k azalt tavsiyesini korudu. Y\u00fcksek faiz oranlar\u0131 ve enerji fiyatlar\u0131 k\u0131sa vadeli temel riskler aras\u0131nda g\u00f6sterildi.<\/p>\n
Fitch’in raporunda, Orta ve Do\u011fu Avrupa’da 2027 itibar\u0131yla \u0131l\u0131ml\u0131 toparlanma beklendi\u011fi, ancak enflasyonist bask\u0131lar ve artan kamu borcunun parasal gev\u015femeyi s\u0131n\u0131rlad\u0131\u011f\u0131 belirtildi. B\u00f6lgedeki siyasi belirsizliklerin mali konsolidasyonu zorla\u015ft\u0131rd\u0131\u011f\u0131, Ukrayna’daki sava\u015f ve transatlantik g\u00fcvenlik mimarisine ili\u015fkin belirsizliklerin jeopolitik riskleri y\u00fcksek tuttu\u011fu kaydedildi.<\/p>\n
Asya piyasalar\u0131nda ABD teknoloji ve yar\u0131 iletken hisselerindeki sat\u0131\u015flar\u0131n etkisiyle sert d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fcld\u00fc. G\u00fcney Kore Kospi endeksi y\u00fczde 6,33 gerileyerek 5.980 puana, Japonya Nikkei 225 y\u00fczde 2,20 d\u00fc\u015f\u00fc\u015fle, Hong Kong Hang Seng y\u00fczde 0,39 kay\u0131pla 24.177,7 puana ve Shanghai Bile\u015fik endeksi y\u00fczde 0,27 d\u00fc\u015f\u00fc\u015fle 3.787,2 puana indi. Hindistan Sensex endeksi y\u00fczde 0,50 y\u00fckselirken, Endonezya IDX Composite y\u00fczde 0,51, Tayvan TAIEX y\u00fczde 0,02 ve MSCI Geli\u015fmekte Olan \u00dclkeler Asya endeksi y\u00fczde 0,86 geriledi.<\/p>\n
Avrupa piyasalar\u0131nda ise DAX y\u00fczde 0,76 y\u00fckselerek 25.277,7 puana, FTSE 100 y\u00fczde 0,99 artarak 10.656,3 puana, MSCI Europe y\u00fczde 0,43 y\u00fckselerek 2.706,2 puana ula\u015ft\u0131. Di\u011fer geli\u015fmekte olan \u00fclke piyasalar\u0131nda Polonya WIG y\u00fczde 0,59, Prag SE y\u00fczde 0,81, Meksika S&P\/BMV IPC y\u00fczde 1,06 ve Birle\u015fik Arap Emirlikleri DFM General y\u00fczde 0,33 y\u00fckseldi. Arjantin Merval y\u00fczde 0,16, Suudi Arabistan Tedavul All endeksi y\u00fczde 0,89 geriledi.<\/p>\n
ABD’de bug\u00fcn \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak \u015firketler aras\u0131nda JPMorgan Chase, Goldman Sachs, Citigroup ve Wells Fargo bulunuyor. Ayr\u0131ca Johnson & Johnson, UnitedHealth, Domino’s Pizza, Albertsons, AZZ ve FB Financial’\u0131n bilan\u00e7olar\u0131 izlenecek. Makroekonomik g\u00fcndemde eyl\u00fcl ay\u0131 NFIB K\u00fc\u00e7\u00fck \u0130\u015fletmeler \u0130yimserlik Endeksi, mevcut konut sat\u0131\u015flar\u0131 ve federal b\u00fct\u00e7e dengesi \u00f6ne \u00e7\u0131k\u0131yor. NFIB endeksinin 98,7’den 98’e, mevcut konut sat\u0131\u015flar\u0131n\u0131n 3,98 milyondan 3,96 milyona gerilemesi bekleniyor. Fed \u00fcyeleri Christopher Waller, Thomas Barkin ve Lorie Logan Collins’in a\u00e7\u0131klamalar\u0131 da takip edilecek.<\/p>\n
ABD’de yar\u0131n eyl\u00fcl ay\u0131 t\u00fcketici enflasyonu verileri a\u00e7\u0131klanacak. T\u00fcketici Fiyat Endeksi’nin (T\u00dcFE) ayl\u0131k y\u00fczde 0,4’ten y\u00fczde 0,6’ya, y\u0131ll\u0131k y\u00fczde 3,4’ten y\u00fczde 3,6’ya y\u00fckselmesi bekleniyor. \u00c7ekirdek T\u00dcFE’nin ayl\u0131k y\u00fczde 0,2 artaca\u011f\u0131, y\u0131ll\u0131k y\u00fczde 2,5’e \u00e7\u0131kaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Ayn\u0131 g\u00fcn Fed Bej Kitap raporu yay\u0131mlanacak. Per\u015fembe g\u00fcn\u00fc perakende sat\u0131\u015flar ve \u00fcretici fiyatlar\u0131, cuma g\u00fcn\u00fc ise ithalat ve ihracat fiyat endeksleri, sanayi \u00fcretimi ve kapasite kullan\u0131m oran\u0131 izlenecek. Sanayi \u00fcretiminin ayl\u0131k y\u00fczde 0,4 artmas\u0131, kapasite kullan\u0131m oran\u0131n\u0131n y\u00fczde 76,3’ten y\u00fczde 76,5’e y\u00fckselmesi bekleniyor.<\/p>\n
Euro B\u00f6lgesi’nde yar\u0131n Avrupa Merkez Bankas\u0131 (AMB) Ba\u015fkan\u0131 Christine Lagarde ve di\u011fer AMB \u00fcyelerinin a\u00e7\u0131klamalar\u0131 takip edilecek. Per\u015fembe g\u00fcn\u00fc a\u011fustos ay\u0131 sanayi \u00fcretiminin ayl\u0131k y\u00fczde 0,1 artmas\u0131, y\u0131ll\u0131k y\u00fczde 0,1 b\u00fcy\u00fcmesi bekleniyor. Cuma g\u00fcn\u00fc d\u0131\u015f ticaret dengesi ve eyl\u00fcl ay\u0131 nihai enflasyon verileri a\u00e7\u0131klanacak. T\u00dcFE’nin ayl\u0131k y\u00fczde 0,6, y\u0131ll\u0131k y\u00fczde 3,8, \u00e7ekirdek T\u00dcFE’nin ise y\u0131ll\u0131k y\u00fczde 2,5 seviyesinde teyit edilmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Japonya’da per\u015fembe g\u00fcn\u00fc a\u011fustos ay\u0131 \u00e7ekirdek makine sipari\u015fleri ve nihai sanayi \u00fcretimi verileri a\u00e7\u0131klanacak. \u00c7ekirdek makine sipari\u015flerinin ayl\u0131k y\u00fczde 3,7 d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan y\u00fczde 2,6 artmas\u0131, y\u0131ll\u0131k b\u00fcy\u00fcmenin y\u00fczde 11,2’den y\u00fczde 15,6’ya \u00e7\u0131kmas\u0131 bekleniyor. \u00c7in’de ise eyl\u00fcl ay\u0131 enflasyon ve d\u0131\u015f ticaret verileri izlenecek. T\u00fcketici enflasyonunun y\u0131ll\u0131k y\u00fczde 0,8’den y\u00fczde 1’e, \u00fcretici fiyatlar\u0131ndaki y\u0131ll\u0131k art\u0131\u015f\u0131n y\u00fczde 3,8’den y\u00fczde 4,4’e y\u00fckselmesi bekleniyor. \u0130hracat art\u0131\u015f\u0131n\u0131n y\u00fczde 25’ten y\u00fczde 25,3’e \u00e7\u0131kmas\u0131, ithalat art\u0131\u015f\u0131n\u0131n y\u00fczde 28,2’den y\u00fczde 24,7’ye gerilemesi ve d\u0131\u015f ticaret fazlas\u0131n\u0131n 119,09 milyar dolardan 116,65 milyar dolara d\u00fc\u015fmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Yurt i\u00e7inde per\u015fembe g\u00fcn\u00fc eyl\u00fcl ay\u0131 merkezi y\u00f6netim b\u00fct\u00e7e dengesi, cuma g\u00fcn\u00fc ise TCMB Ekim ay\u0131 Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi, eyl\u00fcl ay\u0131 Konut Fiyat Endeksi ve konut sat\u0131\u015flar\u0131 verileri a\u00e7\u0131klanacak. \u00d6nceki ankette y\u0131l sonu enflasyon beklentisi y\u00fczde 23,70 olarak kaydedilmi\u015fti. Konut fiyatlar\u0131 y\u0131ll\u0131k y\u00fczde 23 artarken, konut sat\u0131\u015flar\u0131 y\u00fczde 14,7 azalarak 127 bin 400 olmu\u015ftu. Ayr\u0131ca S&P’nin cuma g\u00fcn\u00fc T\u00fcrkiye’nin kredi notu ve g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmesini a\u00e7\u0131klamas\u0131 bekleniyor. Piyasa beklentisi notun ve g\u00f6r\u00fcn\u00fcm\u00fcn korunmas\u0131 y\u00f6n\u00fcnde \u015fekilleniyor.<\/p>\n
\u015eirket haberlerinde Akbank (AKBNK), i\u015f g\u00fcc\u00fc piyasalar\u0131na y\u00f6nelik Rekabet Kurumu soru\u015fturmas\u0131n\u0131n uzla\u015fma usul\u00fcyle sonland\u0131r\u0131lmas\u0131na karar verildi\u011fini ve s\u00fcre\u00e7 kapsam\u0131nda 1,71 milyar TL idari para cezas\u0131 \u00f6deyece\u011fini a\u00e7\u0131klad\u0131. Halk Yat\u0131r\u0131m, geli\u015fmeyi s\u0131n\u0131rl\u0131 negatif olarak de\u011ferlendirdi. Bankan\u0131n piyasa de\u011feri 355 milyar 420 milyon TL, halka a\u00e7\u0131kl\u0131k oran\u0131 y\u00fczde 52, fiyat\/kazan\u00e7 oran\u0131 5,3 ve piyasa de\u011feri\/defter de\u011feri oran\u0131 1,1 olarak kaydedildi. Hisse fiyat\u0131 68,35 TL seviyesinde bulunurken, 52 haftal\u0131k en y\u00fcksek fiyat 90,60 TL, en d\u00fc\u015f\u00fck fiyat 51,40 TL oldu. Hissenin y\u0131lba\u015f\u0131ndan bu yana performans\u0131 y\u00fczde 6,8 d\u00fc\u015f\u00fc\u015f, bir y\u0131ll\u0131k performans\u0131 ise y\u00fczde 9,3 art\u0131\u015f olarak a\u00e7\u0131kland\u0131.<\/p>\n
Mavi Giyim (MAVI), pay geri al\u0131m program\u0131 kapsam\u0131nda 12 Ekim 2026 tarihinde ortalama 37,651 TL fiyattan 249 bin 372 adet B grubu pay\u0131 geri ald\u0131\u011f\u0131n\u0131 bildirdi. Son i\u015flemle birlikte geri al\u0131nan toplam B grubu pay say\u0131s\u0131 17,16 milyona, bu paylar\u0131n sermayeye oran\u0131 yakla\u015f\u0131k y\u00fczde 2,16’ya ula\u015ft\u0131. Halk Yat\u0131r\u0131m geli\u015fmeyi n\u00f6tr olarak de\u011ferlendirdi. MAVI hissesi 37,58 TL seviyesinde i\u015flem g\u00f6r\u00fcrken, \u015firketin piyasa de\u011feri 29 milyar 857,8 milyon TL, halka a\u00e7\u0131kl\u0131k oran\u0131 y\u00fczde 73 ve temett\u00fc verimi y\u00fczde 3,8 oldu. Hissenin 52 haftal\u0131k en y\u00fcksek fiyat\u0131 48,84 TL, en d\u00fc\u015f\u00fck fiyat\u0131 33,30 TL olarak kaydedildi.<\/p>\n
BIST 100’\u00fcn cari fiyat\/kazan\u00e7 oran\u0131 9,29 kat seviyesinde ger\u00e7ekle\u015fti. Son \u00fc\u00e7 ayl\u0131k ortalama 11,07 kat, son bir y\u0131ll\u0131k ortalama ise 11,62 kat oldu. Son \u00fc\u00e7 ayl\u0131k d\u00f6nemde \u00e7arpan performans\u0131 y\u00fczde 26,7, son bir y\u0131ll\u0131k d\u00f6nemde y\u00fczde 13,4 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. Bankac\u0131l\u0131k endeksinin cari piyasa de\u011feri\/defter de\u011feri oran\u0131 1,04 kat olurken, son \u00fc\u00e7 ayl\u0131k ortalama 1,05, son bir y\u0131ll\u0131k ortalama 1,21 kat olarak hesapland\u0131. Sanayi endeksinin cari fiyat\/kazan\u00e7 oran\u0131 13,50 kat seviyesinde bulunurken, son \u00fc\u00e7 ayl\u0131k ortalama 16,41, son bir y\u0131ll\u0131k ortalama 18 kat olarak kaydedildi.<\/p>\n
BIST 100 ile MSCI Geli\u015fmekte Olan \u00dclkeler endeksi aras\u0131ndaki normalize edilmi\u015f fark eksi 43,69 puan oldu. Son \u00fc\u00e7 ayl\u0131k ortalama fark eksi 23,7, son bir y\u0131ll\u0131k ortalama fark eksi 17,8 puan seviyesinde ger\u00e7ekle\u015fti. Bankac\u0131l\u0131k endeksi ile MSCI Geli\u015fmekte Olan \u00dclkeler bankac\u0131l\u0131k endeksi aras\u0131ndaki fark eksi 9,3 puan olarak kaydedilirken, son \u00fc\u00e7 ayl\u0131k ortalama eksi 17,7, son bir y\u0131ll\u0131k ortalama eksi 6,6 puan oldu.<\/p>\n
Halk Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, k\u00fcresel piyasalarda y\u00fcksek faiz ve enerji fiyatlar\u0131n\u0131n hisse senetleri \u00fczerindeki bask\u0131s\u0131n\u0131n devam edebilece\u011fi, \u015firket bilan\u00e7olar\u0131n\u0131n ve merkez bankas\u0131 a\u00e7\u0131klamalar\u0131n\u0131n ise piyasa y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131 vurguland\u0131. Yurt i\u00e7inde cari denge, b\u00fct\u00e7e dengesi, enflasyon beklentileri, konut fiyatlar\u0131 ve sat\u0131\u015flar\u0131 ile T\u00fcrkiye’nin kredi notuna ili\u015fkin geli\u015fmeler takip edilecek.<\/p>\n
<\/strong> \u0130stanbul, 13 Ekim (Hibya) – Halk Yat\u0131r\u0131m, 13 Ekim 2026 tarihli g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde, ABD piyasalar\u0131nda teknoloji ve yar\u0131 iletken hisselerindeki sat\u0131\u015flar\u0131n, Orta Do\u011fu kaynakl\u0131 jeopolitik risklerin ve enerji fiyatlar\u0131ndaki hareketlili\u011fin k\u00fcresel piyasalar\u0131n seyrinde etkili oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":165706,"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-165705","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\/165705","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=165705"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/165705\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/165706"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=165705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=165705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=165705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"