K\u00fcresel piyasalar, \u00f6nceki i\u015flem g\u00fcn\u00fcnde teknoloji hisselerinde ya\u015fanan sert sat\u0131\u015flar\u0131n ard\u0131ndan s\u0131n\u0131rl\u0131 tepki al\u0131mlar\u0131yla g\u00fcne ba\u015flad\u0131. Ancak A1 Capital, bu hareketin g\u00fc\u00e7l\u00fc bir risk i\u015ftah\u0131 d\u00f6n\u00fc\u015f\u00fc olarak de\u011ferlendirilmesi i\u00e7in hen\u00fcz erken oldu\u011funu belirtti. Petrol fiyatlar\u0131ndaki y\u00fckseli\u015f ve ABD\u2019de a\u00e7\u0131klanacak enflasyon verisi, yat\u0131r\u0131mc\u0131lar\u0131n temkinli hareket etmesine neden oluyor.<\/p>\n
Asya piyasalar\u0131nda G\u00fcney Kore ve Japonya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde toparlanma g\u00f6r\u00fcl\u00fcrken, ABD vadeli endeksleri yataya yak\u0131n seyretti. ABD piyasalar\u0131 \u00f6nceki g\u00fcn\u00fc s\u0131n\u0131rl\u0131 kay\u0131plarla tamamlarken, \u00e7ip endeksi \u00fcst \u00fcste be\u015finci i\u015flem g\u00fcn\u00fcnde geriledi. Micron y\u00fczde 3,6, Applied Materials ise yakla\u015f\u0131k y\u00fczde 7 de\u011fer kaybetti.<\/p>\n
Banka bilan\u00e7olar\u0131nda da \u015firketlerin k\u00e2r rakamlar\u0131ndan \u00e7ok beklentiler ve gelir kalitesi fiyatland\u0131. Citigroup ve Goldman Sachs k\u00e2r beklentilerini a\u015fmas\u0131na ra\u011fmen Citigroup hisseleri y\u00fczde 5,6 geriledi. Wells Fargo, net faiz gelirinin beklentilerin alt\u0131nda kalmas\u0131n\u0131n ard\u0131ndan y\u00fczde 3,1 de\u011fer kaybederken, JPMorgan hisseleri de k\u00e2r tahmininin kar\u015f\u0131lanamamas\u0131 sonras\u0131nda y\u00fczde 0,9 d\u00fc\u015ft\u00fc.<\/p>\n
A1 Capital analizinde, yat\u0131r\u0131mc\u0131lar\u0131n banka bilan\u00e7olar\u0131nda mevduat maliyetleri, net faiz marjlar\u0131, kredi b\u00fcy\u00fcmesi ve 2027 g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin daha g\u00fc\u00e7l\u00fc y\u00f6nlendirmeler arad\u0131\u011f\u0131 belirtildi. Bug\u00fcn Bank of America, Morgan Stanley, BlackRock ve ASML\u2019nin finansal sonu\u00e7lar\u0131 takip edilecek. \u00d6zellikle ASML bilan\u00e7osunun, yapay zek\u00e2 ve yar\u0131 iletken yat\u0131r\u0131mlar\u0131na ili\u015fkin beklentiler a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
K\u00fcresel piyasalar\u0131n ana g\u00fcndem maddesini ABD\u2019nin eyl\u00fcl ay\u0131 t\u00fcketici enflasyonu olu\u015fturuyor. A1 Capital\u2019in aktard\u0131\u011f\u0131 beklentilere g\u00f6re ayl\u0131k man\u015fet T\u00dcFE\u2019nin y\u00fczde 0,6, ayl\u0131k \u00e7ekirdek T\u00dcFE\u2019nin y\u00fczde 0,2 ve y\u0131ll\u0131k man\u015fet T\u00dcFE\u2019nin y\u00fczde 3,6 olmas\u0131 bekleniyor. Enerji fiyatlar\u0131ndaki art\u0131\u015f\u0131n man\u015fet enflasyonu yukar\u0131 \u00e7ekebilece\u011fi belirtilirken, Fed\u2019in para politikas\u0131 a\u00e7\u0131s\u0131ndan \u00e7ekirdek enflasyonun seyri ve maliyet art\u0131\u015flar\u0131n\u0131n hizmetler ile temel mal fiyatlar\u0131na yans\u0131mas\u0131 \u00f6nem ta\u015f\u0131yor.<\/p>\n
Enflasyonun beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesi durumunda dolar ve ABD tahvil faizlerinde y\u00fckseli\u015f, Fed\u2019in ek faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131nda ise g\u00fc\u00e7lenme g\u00f6r\u00fclebilece\u011fi de\u011ferlendiriliyor. B\u00f6yle bir senaryoda Nasdaq, alt\u0131n ve geli\u015fmekte olan \u00fclke varl\u0131klar\u0131n\u0131n bask\u0131 alt\u0131nda kalabilece\u011fi, ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,30-5,35 band\u0131na y\u00f6nelebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Verinin beklentilere paralel gelmesi halinde piyasan\u0131n \u00e7ekirdek enflasyon, bar\u0131nma ve hizmet fiyatlar\u0131na odaklanmas\u0131 beklenirken, beklentilerin alt\u0131nda kalmas\u0131 durumunda tahvil faizleri ve dolar\u0131n gerileyebilece\u011fi, teknoloji hisseleri, alt\u0131n ve geli\u015fmekte olan \u00fclke piyasalar\u0131n\u0131n destek bulabilece\u011fi belirtiliyor. Piyasalarda Fed\u2019in 27-28 Ekim toplant\u0131s\u0131nda faizleri sabit tutmas\u0131na yakla\u015f\u0131k y\u00fczde 77 olas\u0131l\u0131k verildi\u011fi aktar\u0131l\u0131rken, \u00e7ekirdek enflasyonda yukar\u0131 y\u00f6nl\u00fc bir s\u00fcrprizin bu beklentiyi de\u011fi\u015ftirebilece\u011fi ifade edildi.<\/p>\n
ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,22, 30 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 5,57 civar\u0131nda bulunuyor. Dolar endeksi 18 ay\u0131n zirvesinden gerileyerek 102,16 seviyesine inerken, EUR\/USD paritesi 1,1202 d\u00fczeyinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
Petrol fiyatlar\u0131nda ise jeopolitik geli\u015fmeler etkili oldu. Brent petrol 106,60 dolar, WTI petrol yakla\u015f\u0131k 94,96 dolar seviyesinde bulunuyor. Husilerin Suudi Arabistan\u2019a y\u00f6nelik f\u00fcze ve insans\u0131z hava arac\u0131 sald\u0131r\u0131lar\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki tanker trafi\u011fine ili\u015fkin riskler ve \u0130ran\u2019\u0131n gemilere y\u00f6nelik yeni sald\u0131r\u0131 y\u00f6ntemleri kullanabilece\u011fine dair haberler petrol fiyatlar\u0131n\u0131 destekleyen unsurlar aras\u0131nda s\u0131raland\u0131. Rusya\u2019dan daha fazla dizel ihracat\u0131 yap\u0131labilece\u011fi beklentisi ise fiyatlardaki y\u00fckseli\u015fi s\u0131n\u0131rlayan etken olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
\u00c7in\u2019de eyl\u00fcl ay\u0131nda \u00fcretici fiyatlar\u0131 y\u0131ll\u0131k y\u00fczde 5 artarak y\u00fczde 4,5 olan beklentiyi a\u015farken, t\u00fcketici enflasyonu y\u00fczde 0,8\u2019den y\u00fczde 0,9\u2019a y\u00fckseldi. \u00c7ekirdek t\u00fcketici enflasyonu ise y\u00fczde 1 seviyesinde sabit kald\u0131. A1 Capital, \u00fcretici fiyatlar\u0131ndaki art\u0131\u015fa kar\u015f\u0131n zay\u0131f i\u00e7 talep nedeniyle maliyetlerin t\u00fcketicilere tam olarak yans\u0131t\u0131lamad\u0131\u011f\u0131n\u0131, bu durumun \u015firketlerin k\u00e2r marjlar\u0131 \u00fczerinde bask\u0131 olu\u015fturabilece\u011fini belirtti.<\/p>\n
Yurt i\u00e7inde BIST 100 Endeksi, \u00f6nceki i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 0,76 y\u00fckseli\u015fle 12.242,74 puandan tamamlad\u0131. Bankac\u0131l\u0131k hisselerindeki toparlanma ve g\u00fcn i\u00e7i tepki al\u0131mlar\u0131 endeksi desteklerken, BIST 100 d\u0131\u015f\u0131ndaki hisselerde sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrmesi piyasa genelindeki y\u00fckseli\u015fin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
A1 Capital, BIST 100 a\u00e7\u0131s\u0131ndan olumlu unsurlar aras\u0131nda Asya teknoloji hisselerindeki tepki al\u0131mlar\u0131n\u0131, dolar endeksindeki s\u0131n\u0131rl\u0131 gerilemeyi, bankac\u0131l\u0131k sekt\u00f6r\u00fcndeki toparlanmay\u0131 ve ABD vadeli endekslerinin yataya yak\u0131n seyrini s\u0131ralad\u0131. Buna kar\u015f\u0131l\u0131k Brent petrol\u00fcn 106 dolar\u0131n \u00fczerinde bulunmas\u0131, ABD enflasyonu \u00f6ncesindeki temkinli g\u00f6r\u00fcn\u00fcm, 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,20 \u00fczerinde kalmas\u0131 ve endeks d\u0131\u015f\u0131ndaki hisselerde s\u00fcren sat\u0131\u015f bask\u0131s\u0131 risk unsurlar\u0131 olarak de\u011ferlendirildi.<\/p>\n
Analizde, BIST 100 Endeksi i\u00e7in yatay ve s\u0131n\u0131rl\u0131 pozitif bir a\u00e7\u0131l\u0131\u015f beklendi\u011fi, ABD enflasyon verisinin a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan g\u00fcn\u00fcn ilerleyen saatlerinde piyasa oynakl\u0131\u011f\u0131n\u0131n artabilece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 14 Ekim (Hibya)- A1 Capital g\u00fcnl\u00fck analizine g\u00f6re, teknoloji hisselerinde ya\u015fanan sat\u0131\u015flar\u0131n ard\u0131ndan k\u00fcresel piyasalarda s\u0131n\u0131rl\u0131 tepki al\u0131mlar\u0131 g\u00f6r\u00fcl\u00fcrken, ABD\u2019de a\u00e7\u0131klanacak eyl\u00fcl ay\u0131 T\u00dcFE verisi piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olacak. Artan petrol fiyatlar\u0131 ve y\u00fcksek tahvil faizleri risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlarken, BIST 100 Endeksi\u2019nde yatay ve s\u0131n\u0131rl\u0131 pozitif bir a\u00e7\u0131l\u0131\u015f bekleniyor.<\/p>\n","protected":false},"author":1,"featured_media":166484,"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-166483","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\/166483","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=166483"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/166483\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/166484"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=166483"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=166483"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=166483"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"