K\u00fcresel piyasalar, teknoloji hisselerindeki toparlanma \u00e7abas\u0131 ile y\u00fckselen tahvil faizleri ve enerji fiyatlar\u0131 aras\u0131nda y\u00f6n aray\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcr\u00fcyor. A1 Capital’in de\u011ferlendirmesine g\u00f6re, ABD’de Nasdaq endeksi \u00f6nceki i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 1,1, S&P 500 endeksi y\u00fczde 0,4 y\u00fckseli\u015fle tamamlarken Dow Jones endeksi s\u0131n\u0131rl\u0131 geriledi. Nvidia, AMD ve Tesla gibi teknoloji \u015firketlerinin hisselerinde g\u00f6r\u00fclen tepki al\u0131mlar\u0131 endeksleri destekledi.<\/p>\n
Buna kar\u015f\u0131n yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011fa d\u00f6n\u00fc\u015fme kapasitesine ili\u015fkin soru i\u015faretleri devam ediyor. Meta, Netflix, Tesla ve yar\u0131 iletken \u015firketlerinin a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7lar\u0131n, yaln\u0131zca \u015firket hisseleri a\u00e7\u0131s\u0131ndan de\u011fil, teknoloji sekt\u00f6r\u00fcn\u00fcn genel g\u00f6r\u00fcn\u00fcm\u00fc bak\u0131m\u0131ndan da \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtildi. Piyasalarda \u015firketlerin yat\u0131r\u0131m harcamalar\u0131n\u0131n yan\u0131 s\u0131ra bu harcamalar\u0131n gelir ve nakit ak\u0131\u015f\u0131na katk\u0131s\u0131n\u0131n da yak\u0131ndan izlendi\u011fi kaydedildi.<\/p>\n
ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,13-5,14 aral\u0131\u011f\u0131na y\u00fckseldi. A1 Capital, faizlerin bu seviyelerde kal\u0131c\u0131 olmas\u0131n\u0131n \u00f6zellikle y\u00fcksek de\u011ferlemelerle i\u015flem g\u00f6ren teknoloji ve b\u00fcy\u00fcme \u015firketleri \u00fczerindeki bask\u0131y\u0131 art\u0131rabilece\u011fine dikkat \u00e7ekti.<\/p>\n
Dolar endeksi iki g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan yakla\u015f\u0131k y\u00fczde 0,2 toparlan\u0131rken avro\/dolar paritesi 1,122, dolar\/yen paritesi ise Japonya’daki tahvil ihalesi \u00f6ncesinde 158,6 civar\u0131nda seyretti.<\/p>\n
Avrupa piyasalar\u0131nda Fransa’daki protestolar ve b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131na ili\u015fkin endi\u015feler \u00f6ne \u00e7\u0131k\u0131yor. Hayat pahal\u0131l\u0131\u011f\u0131 ve kamu hizmetlerine y\u00f6nelik tepkilerle b\u00fcy\u00fcyen protestolar\u0131n, h\u00fck\u00fcmetin mali disiplin sa\u011flama kapasitesine ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n
Fransa’n\u0131n kamu borcunun milli gelire oran\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 119’a ula\u015ft\u0131\u011f\u0131, b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131n ise Avrupa Birli\u011fi’nin y\u00fczde 3 s\u0131n\u0131r\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde a\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. H\u00fck\u00fcmetin 2027 b\u00fct\u00e7esi kapsam\u0131nda yakla\u015f\u0131k 43 milyar avroluk tasarruf planlad\u0131\u011f\u0131 ifade edildi.<\/p>\n
De\u011ferlendirmede, h\u00fck\u00fcmetin protestolar nedeniyle tasarruf ad\u0131mlar\u0131ndan geri \u00e7ekilmesinin b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131 b\u00fcy\u00fctebilece\u011fi, kesintilerde \u0131srar etmesinin ise toplumsal tepkileri ve siyasi belirsizli\u011fi art\u0131rabilece\u011fi belirtildi. Fransa’n\u0131n 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,9’a yakla\u015ft\u0131\u011f\u0131, Almanya tahvilleriyle aras\u0131ndaki getiri fark\u0131n\u0131n 146 baz puana kadar geni\u015fledi\u011fi kaydedildi.<\/p>\n
Fransa’daki siyasi belirsizli\u011fin s\u00fcrmesi halinde tahvil faizlerinin yeniden y\u00fczde 5’in \u00fczerine \u00e7\u0131kabilece\u011fi de\u011ferlendirildi. Frans\u0131z bankalar\u0131n\u0131n \u00fclke tahvillerine y\u00fcksek miktarda maruz kalmas\u0131 nedeniyle tahvil fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn ve finansman maliyetlerindeki art\u0131\u015f\u0131n bankac\u0131l\u0131k sekt\u00f6r\u00fc \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi belirtildi.<\/p>\n
Sorunlar\u0131n di\u011fer y\u00fcksek bor\u00e7lu Avrupa \u00fclkelerine yay\u0131lmas\u0131 durumunda avro\/dolar paritesinde 1,12 seviyesinin alt\u0131n\u0131n, ard\u0131ndan 1,10 b\u00f6lgesinin g\u00fcndeme gelebilece\u011fi ifade edildi. Avrupa Merkez Bankas\u0131n\u0131n olas\u0131 m\u00fcdahalesinin ise Fransa’n\u0131n b\u00fct\u00e7e disiplini ve mali politika ko\u015fullar\u0131 nedeniyle s\u0131n\u0131rlanabilece\u011fi kaydedildi.<\/p>\n
Asya piyasalar\u0131nda G\u00fcney Kore’deki teknoloji ve \u00e7ip hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sat\u0131\u015flar g\u00f6r\u00fcl\u00fcrken Japonya ve Hong Kong endeksleri de geriledi. MSCI Asya-Pasifik Japonya hari\u00e7 endeksi y\u00fczde 1’in \u00fczerinde d\u00fc\u015ferken G\u00fcney Kore piyasas\u0131ndaki kay\u0131p y\u00fczde 4’e yakla\u015ft\u0131.<\/p>\n
\u00c7in Merkez Bankas\u0131, bir y\u0131ll\u0131k kredi referans faizini y\u00fczde 3, be\u015f y\u0131ll\u0131k kredi referans faizini ise y\u00fczde 3,5 seviyesinde sabit tuttu. Faizlerin 17’nci ayda da de\u011fi\u015ftirilmemesinin, Pekin y\u00f6netiminin k\u0131sa vadede kapsaml\u0131 bir parasal te\u015fvik i\u00e7in acele etmedi\u011fine i\u015faret etti\u011fi de\u011ferlendirildi. \u0130hracata dayal\u0131 b\u00fcy\u00fcme ve konut piyasas\u0131ndaki zay\u0131fl\u0131\u011f\u0131n ise i\u00e7 talebe ili\u015fkin k\u0131r\u0131lganl\u0131klar\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Emtia piyasalar\u0131nda petrol fiyatlar\u0131 y\u00fckseli\u015f e\u011filimini korudu. Brent petrol 109-110 dolar, Bat\u0131 Teksas t\u00fcr\u00fc ham petrol ise 104 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131’nda tanker sald\u0131r\u0131lar\u0131n\u0131n s\u00fcrmesi ve b\u00f6lgedeki petrol ak\u0131\u015f\u0131n\u0131n sava\u015f \u00f6ncesi seviyelerin alt\u0131nda kalmas\u0131 arz endi\u015felerini art\u0131rd\u0131. Bir tankerin deniz may\u0131n\u0131na \u00e7arparak patlamas\u0131n\u0131n g\u00fcvenlik ve sigorta maliyetlerini yeniden y\u00fckseltti\u011fi aktar\u0131ld\u0131.<\/p>\n
\u0130ran’\u0131n bo\u011faz\u0131 yedi g\u00fcn i\u00e7inde yeniden a\u00e7ma teklifinin yapt\u0131r\u0131mlar\u0131n kald\u0131r\u0131lmas\u0131 ve b\u00f6lgesel \u00e7at\u0131\u015fmalar\u0131n sona erdirilmesi gibi ko\u015fullara ba\u011fl\u0131 oldu\u011fu belirtildi. Petrol fiyatlar\u0131n\u0131n y\u00fcksek seviyelerde kalmas\u0131n\u0131n k\u00fcresel enflasyon beklentileri ve merkez bankalar\u0131n\u0131n faiz indirim alan\u0131 a\u00e7\u0131s\u0131ndan risk olu\u015fturdu\u011fu, T\u00fcrkiye gibi enerji ithalat\u00e7\u0131s\u0131 \u00fclkelerde ise cari denge ve maliyet enflasyonu \u00fczerinde bask\u0131 yaratabilece\u011fi kaydedildi.<\/p>\n
Borsa \u0130stanbul’da BIST 100 endeksi \u00f6nceki i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,49 d\u00fc\u015f\u00fc\u015fle 11 bin 430 puandan tamamlad\u0131. G\u00fcn i\u00e7inde 11 bin 397 puana kadar gerileyen endekste, k\u00fcresel tahvil faizlerinin y\u00fcksekli\u011fi, artan enerji maliyetleri ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n geli\u015fen \u00fclke varl\u0131klar\u0131na y\u00f6nelik se\u00e7ici tutumunun k\u0131sa vadeli risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 de\u011ferlendirildi.<\/p>\n
A1 Capital’in analizinde, 11 bin 400 puan seviyesinin ilk \u00f6nemli destek olarak izlenebilece\u011fi, bu seviyenin alt\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n h\u0131zlanmas\u0131 halinde 11 bin 250-11 bin 300 puan aral\u0131\u011f\u0131n\u0131n g\u00fcndeme gelebilece\u011fi belirtildi.<\/p>\n
ABD’de S&P 500 ve Dow Jones vadeli kontratlar\u0131 yataya yak\u0131n hafif pozitif seyrederken Nasdaq vadeli kontratlar\u0131nda s\u0131n\u0131rl\u0131 ve dalgal\u0131 bir g\u00f6r\u00fcn\u00fcm izlendi. Avrupa vadeli endeksleri ise daha zay\u0131f bir a\u00e7\u0131l\u0131\u015fa i\u015faret etti.<\/p>\n
G\u00fcn\u00fcn devam\u0131nda Almanya ZEW beklenti endeksi, Euro B\u00f6lgesi in\u015faat \u00fcretimi ve tahvil ihaleleri takip edilecek. ABD’de T\u00fcrkiye saatiyle 15.30’da konut ba\u015flang\u0131\u00e7lar\u0131 ve in\u015faat izinleri, 17.00’de ise bekleyen konut sat\u0131\u015flar\u0131 a\u00e7\u0131klanacak.<\/p>\n
Beklentilerden g\u00fc\u00e7l\u00fc verilerin ABD ekonomisinin y\u00fcksek faizlere kar\u015f\u0131 dayan\u0131kl\u0131l\u0131\u011f\u0131na ili\u015fkin alg\u0131y\u0131 destekleyerek tahvil faizleri ve dolar \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturabilece\u011fi belirtildi. B\u00f6yle bir g\u00f6r\u00fcn\u00fcm\u00fcn hisse senetleri ve geli\u015fen \u00fclke varl\u0131klar\u0131n\u0131 olumsuz etkileyebilece\u011fi, zay\u0131f verilerin ise faizleri geriletmekle birlikte b\u00fcy\u00fcme endi\u015felerini art\u0131rabilece\u011fi de\u011ferlendirildi.<\/p>\n
G\u00fcn\u00fcn ilerleyen saatlerinde ABD petrol stoklar\u0131, \u015firket bilan\u00e7olar\u0131 ve Fransa’dan gelecek siyasi haber ak\u0131\u015f\u0131n\u0131n piyasalardaki fiyatlamalar \u00fczerinde etkili olmas\u0131 bekleniyor.<\/p>\n
<\/strong> \u0130stanbul, 20 Ekim (Hibya)-A1 Capital, k\u00fcresel piyasalarda teknoloji hisselerindeki toparlanma \u00e7abas\u0131, y\u00fcksek tahvil faizleri, enerji fiyatlar\u0131 ve Avrupa’daki siyasi risklerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi. Fransa’daki b\u00fct\u00e7e endi\u015feleri, Asya piyasalar\u0131ndaki sat\u0131\u015flar ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki geli\u015fmeler izlenirken, Borsa \u0130stanbul’da 11 bin 400 puan seviyesi destek olarak takip ediliyor.<\/p>\n","protected":false},"author":1,"featured_media":169827,"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-169826","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\/169826","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=169826"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/169826\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/169827"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=169826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=169826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=169826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"