{"id":17018,"date":"2025-12-08T09:45:02","date_gmt":"2025-12-08T06:45:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/08\/halk-yatirim-asya-pasifik-piyasalarinda-bu-sabah-karisik-seyir-izleniyor"},"modified":"2025-12-08T09:45:02","modified_gmt":"2025-12-08T06:45:02","slug":"halk-yatirim-asya-pasifik-piyasalarinda-bu-sabah-karisik-seyir-izleniyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/08\/halk-yatirim-asya-pasifik-piyasalarinda-bu-sabah-karisik-seyir-izleniyor\/","title":{"rendered":"Halk Yat\u0131r\u0131m: Asya – Pasifik piyasalar\u0131nda bu sabah kar\u0131\u015f\u0131k seyir izleniyor"},"content":{"rendered":"

Halk Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, Asya – Pasifik piyasalar\u0131nda bu sabah kar\u0131\u015f\u0131k seyir izlendi\u011fi belirtildi. Yat\u0131r\u0131mc\u0131lar\u0131n, Fed\u2019in bu hafta olas\u0131 faiz indirimine temkinli bir \u015fekilde yakla\u015f\u0131rken, Japonya\u2019n\u0131n a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilen ekonomik b\u00fcy\u00fcme rakamlar\u0131n\u0131 de\u011ferlendirdi\u011fi vurgulan\u0131rken \u015fu bilgiler verildi:<\/p>\n

“ABD\u2019de ekonomik ivmenin yava\u015flad\u0131\u011f\u0131na dair son i\u015faretler, \u00f6zellikle zay\u0131flayan istihdam g\u00f6stergeleri, 25 baz puanl\u0131k bir indirim olas\u0131l\u0131\u011f\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 85\u2019e \u00e7\u0131kard\u0131. Bu durum, daha d\u00fc\u015f\u00fck bor\u00e7lanma maliyetlerinin k\u00fcresel b\u00fcy\u00fcmeyi ve hisse senetlerini destekleyebilece\u011fi umutlar\u0131n\u0131 art\u0131rd\u0131. Bununla birlikte, baz\u0131 Fed yetkililerinin Aral\u0131k ay\u0131nda faiz indiriminin kesin olmad\u0131\u011f\u0131n\u0131 i\u015faret etmesi iyimserli\u011fi s\u0131n\u0131rlad\u0131. Fed Ba\u015fkan\u0131 Powell daha \u00f6nce yakla\u015fan karar\u0131n “kesin bir sonu\u00e7 olmad\u0131\u011f\u0131n\u0131, bundan \u00e7ok uzak oldu\u011funu” vurgulayarak, yat\u0131r\u0131mc\u0131lar\u0131 olas\u0131 \u015fahin s\u00fcrprizlere kar\u015f\u0131 temkinli olmaya y\u00f6neltti.<\/p>\n

\u00d6te yandan, Japonya\u2019n\u0131n 3. \u00e7eyrek GSYH verisi takip edildi. Japonya\u2019da ise piyasalar 3. \u00e7eyrek GSYH\u2019n\u0131n a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilmesinin etkisiyle sat\u0131c\u0131l\u0131 seyir izliyor. Resmi rakamlar, Japonya ekonomisinin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte daha \u00f6nce tahmin edilenden daha keskin bir \u015fekilde darald\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Y\u0131ll\u0131k GSYH, daha \u00f6nceki y\u00fczde 1,8\u2019lik tahminden a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilerek y\u00fczde 2,3 d\u00fc\u015ft\u00fc. Bu durum, daha zay\u0131f sermaye harcamalar\u0131n\u0131 ve yumu\u015fayan i\u00e7 talebi yans\u0131t\u0131yor. A\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyona ra\u011fmen, 3. \u00e7eyrekteki zay\u0131f b\u00fcy\u00fcmenin Japonya Merkez Bankas\u0131\u2019n\u0131n yak\u0131n vadede faiz art\u0131r\u0131m\u0131 beklentilerini engellemesi pek olas\u0131 g\u00f6r\u00fcnm\u00fcyor. Kal\u0131c\u0131 enflasyon bask\u0131lar\u0131 ve diren\u00e7li \u00fccret art\u0131\u015flar\u0131, para politikas\u0131ndaki s\u0131k\u0131la\u015fma durumunu desteklemeye devam ediyor. Piyasalar, Japonya Merkez Bankas\u0131\u2019n\u0131n 18-19 Aral\u0131k\u2019taki toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fcksek g\u00f6r\u00fcyor.<\/p>\n

ABD vadeli endeksleri bu sabah al\u0131c\u0131l\u0131 seyir izliyor.<\/p>\n

Bug\u00fcn ABD taraf\u0131nda; Kas\u0131m ay\u0131 New York Fed 1 y\u0131ll\u0131k enflasyon beklenti anketi takip edilecek. Ekim ay\u0131 verisi y\u00fczde 3,24 art\u0131\u015f y\u00f6n\u00fcnde ger\u00e7ekle\u015fmi\u015fti. Euro B\u00f6lgesinde ise Sentix Yat\u0131r\u0131mc\u0131 G\u00fcven Endeksi verisi takip edilecek. AMB \u00dcyesi Cipollone ve Villeroy'un konu\u015fmalar\u0131 da bulunuyor.”<\/p>\n

De\u011ferlendirmede gelecek g\u00fcndeme ili\u015fkin \u015funlar kaydedildi:<\/p>\n

“Haftan\u0131n devam\u0131nda, ABD taraf\u0131nda Sal\u0131 g\u00fcn\u00fc JOLTS a\u00e7\u0131k i\u015f pozisyonlar\u0131, NFIB K\u00fc\u00e7\u00fck \u0130\u015fletme Endeksi verileri takip edilecek. Euro B\u00f6lgesinde ise AMB \u00dcyesi Nagel'in konu\u015fmas\u0131 bulunuyor. \u00c7ar\u015famba g\u00fcn\u00fc ise FOMC toplant\u0131s\u0131 takip edilecek. Fed\u2019in 25 baz puanl\u0131k faiz indirimine gitmesi bekleniyor. Ayn\u0131 g\u00fcn MBA Mortgage Ba\u015fvurular\u0131, \u0130stihdam Maliyet Endeksi, Kas\u0131m ay\u0131 Federal B\u00fct\u00e7e Dengesi verileri takip edilecek. \u0130stihdam Maliyet Endeksinin 3\u00c7\u2019de y\u00fczde 0,9 art\u0131\u015f kaydetmesi bekleniyor. Federal B\u00fct\u00e7e Dengesi Ekim ay\u0131 verisi 284,4 mlr dolar a\u00e7\u0131k y\u00f6n\u00fcnde ger\u00e7ekle\u015fmi\u015fti. Euro B\u00f6gesi\u2019nde ise AMB Ba\u015fkan\u0131 Lagarde'\u0131n konu\u015fmas\u0131 bulunuyor. Per\u015fembe g\u00fcn\u00fc ise ABD taraf\u0131nda, Haftal\u0131k \u0130\u015fsizlik Maa\u015f\u0131 Ba\u015fvurular\u0131, Ticaret Dengesi, \u0130thalat ve \u0130hracat verisi ile Toptan Sat\u0131\u015f Envanterleri final verisi takip edilecek. Eyl\u00fcl ay\u0131 Ticaret Dengesi verisinin 66,6 mlr dolar a\u00e7\u0131k y\u00f6n\u00fcnde ger\u00e7ekle\u015fmesi bekleniyor. Cuma g\u00fcn\u00fc ise ABD taraf\u0131nda Fed \u00dcyesi Paulson ve Hammack'\u0131n konu\u015fmalar\u0131 bulunuyor.”<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 8 Aral\u0131k (Hibya) – Halk Yat\u0131r\u0131m, Asya – Pasifik piyasalar\u0131nda bu sabah kar\u0131\u015f\u0131k seyirin izlendi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":17019,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-17018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17018","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=17018"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17018\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/17019"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=17018"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=17018"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=17018"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}