Gedik Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck piyasa analizine g\u00f6re, k\u00fcresel piyasalarda jeopolitik riskler ve enerji fiyatlar\u0131n\u0131n y\u00fcksek seyri risk i\u015ftah\u0131 \u00fczerinde bask\u0131 olu\u015fturmaya devam ediyor. Yemen\u2019deki Husilerin Suudi Arabistan\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131 art\u0131rmas\u0131yla Brent petrol\u00fcn sabah saatlerinde 107 dolar\u0131n \u00fczerinde i\u015flem g\u00f6rmesi, enerji maliyetlerine ili\u015fkin endi\u015feleri g\u00fcndemde tutuyor. \u0130ran\u2019\u0131n ABD\u2019nin a\u011f\u0131r tahrip g\u00fcc\u00fcne sahip bombalar kullanmas\u0131n\u0131n n\u00fckleer faaliyetlerini durduramayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131, iki \u00fclke aras\u0131ndaki gerilimin k\u0131sa vadede azalmas\u0131na y\u00f6nelik beklentileri zay\u0131flat\u0131yor. Buna kar\u015f\u0131l\u0131k ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Rusya-Ukrayna sava\u015f\u0131nda \u00e7\u00f6z\u00fcme hi\u00e7 olmad\u0131\u011f\u0131 kadar yak\u0131n olduklar\u0131n\u0131 belirtmesi, diplomatik ilerleme beklentilerini canl\u0131 tutuyor.<\/p>\n
Analizde, Orta Do\u011fu kaynakl\u0131 belirsizliklerin enerji maliyetlerini y\u00fcksek tutmas\u0131n\u0131n k\u00fcresel enflasyon bask\u0131lar\u0131 ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentiler a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtildi. ABD\u2019de devam eden \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7o sezonunda \u00f6zellikle teknoloji \u015firketlerinin finansal sonu\u00e7lar\u0131 ve gelecek d\u00f6neme ili\u015fkin \u00f6ng\u00f6r\u00fcleri de k\u00fcresel risk i\u015ftah\u0131n\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan yak\u0131ndan izleniyor. Yurt i\u00e7inde ise tasfiye edilecek fonlarda, 17 Eyl\u00fcl ve \u00f6ncesinde TEFAS\u2019a iletilmesine ra\u011fmen ger\u00e7ekle\u015fmeyen talimatlar nedeniyle paylar\u0131 bloke edilen yat\u0131r\u0131mc\u0131lar\u0131n da tasfiye kapsam\u0131na al\u0131nmas\u0131n\u0131 \u00f6ng\u00f6ren \u00f6nergenin kabul edilmesi takip edilen geli\u015fmeler aras\u0131nda yer ald\u0131.<\/p>\n
Gedik Yat\u0131r\u0131m, yurt i\u00e7i piyasalar\u0131n oda\u011f\u0131nda bulunan T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) faiz karar\u0131nda 100 baz puanl\u0131k indirim bekliyor. Analizde, politika faizinin y\u00fczde 37\u2019den y\u00fczde 36\u2019ya d\u00fc\u015f\u00fcr\u00fclmesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc belirtilirken, karar metnindeki ifadelerin ve enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmelerin para politikas\u0131n\u0131n gelecek d\u00f6nemdeki seyrine y\u00f6nelik sinyaller a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 vurguland\u0131. G\u00fcn\u00fcn \u00f6nemli ekonomik verileri aras\u0131nda saat 14.00\u2019te a\u00e7\u0131klanacak TCMB faiz karar\u0131 ve saat 15.30\u2019da ABD\u2019de yay\u0131mlanacak haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 bulunuyor.<\/p>\n
BIST 100 endeksi, \u00f6nceki i\u015flem g\u00fcn\u00fcnde 11.565-11.780 puan aral\u0131\u011f\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 1,87 d\u00fc\u015f\u00fc\u015fle 11.577 puandan tamamlad\u0131. \u0130\u015flem hacmi 85,9 milyar TL olarak ger\u00e7ekle\u015fti. Analizde, \u00f6nceki g\u00fcn g\u00f6r\u00fclen tepki y\u00fckseli\u015flerinin yerini yeniden sat\u0131\u015flara b\u0131rakt\u0131\u011f\u0131na ve i\u015flem hacmindeki zay\u0131fl\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcne dikkat \u00e7ekildi. Al\u0131c\u0131lar\u0131n isteksiz kald\u0131\u011f\u0131 belirtilirken, TCMB\u2019nin faiz karar\u0131 ve karar metnindeki y\u00f6nlendirmelerin piyasada oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fi ifade edildi.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcmde, sat\u0131\u015f bask\u0131s\u0131n\u0131n devam etmesi halinde 11.440 ve 11.352 puan seviyeleri destek olarak izleniyor. Endeksin 11.352 puan\u0131n alt\u0131na gerilemesi durumunda 11.102, 11.000 ve 10.900 puan seviyeleri s\u0131ral\u0131 destek noktalar\u0131 olarak \u00f6ne \u00e7\u0131k\u0131yor. Yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 11.650, 11.806 ve 11.926 puan seviyeleri diren\u00e7 konumunda bulunuyor. Bu seviyelerin a\u015f\u0131lmas\u0131 halinde 12.040, 12.160 ve 12.330 puan seviyeleri takip edilecek. Gedik Yat\u0131r\u0131m, BIST 100 endeksinin g\u00fcne dalgal\u0131 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyor.<\/p>\n
Dolar\/TL kurunda d\u00fc\u015f\u00fck oynakl\u0131kla birlikte s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filimi devam etti. Yurt i\u00e7inde mevsimsellikten ar\u0131nd\u0131r\u0131lmam\u0131\u015f reel kesim g\u00fcven endeksi ekim ay\u0131nda bir \u00f6nceki aya g\u00f6re 2,2 puan gerileyerek 99,8 seviyesine inerken, kapasite kullan\u0131m oran\u0131 0,3 puan art\u0131\u015fla y\u00fczde 74,5\u2019e y\u00fckseldi. Analizde, a\u00e7\u0131klanan verilerin piyasa fiyatlamalar\u0131 \u00fczerinde belirgin bir etkisinin olmad\u0131\u011f\u0131 belirtildi. Dolar\/TL kuru sabah saat 08.00 itibar\u0131yla 49,62 seviyelerinde hafif y\u00fckseli\u015f e\u011filimi g\u00f6sterirken, TCMB\u2019nin faiz karar\u0131 ve karar metnindeki mesajlar\u0131n kurun seyri a\u00e7\u0131s\u0131ndan belirleyici olabilece\u011fi kaydedildi.<\/p>\n
Yurt i\u00e7i tahvil piyasas\u0131nda 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi y\u00fczde 35,55 seviyesinde sabit kal\u0131rken, 2 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 5 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 39,49\u2019a geriledi. ABD Hazine tahvillerinde ise 2 y\u0131ll\u0131k faiz y\u00fczde 4,81, 5 y\u0131ll\u0131k faiz y\u00fczde 4,95 ve 10 y\u0131ll\u0131k faiz y\u00fczde 5,12 seviyelerinde seyretti. TCMB verilerine g\u00f6re reel kesim g\u00fcven endeksi ekim ay\u0131nda 99,8 olarak ger\u00e7ekle\u015fti. Yurt i\u00e7i yerle\u015fik sekt\u00f6rlerin toplam finansal varl\u0131klar\u0131 237 trilyon TL, y\u00fck\u00fcml\u00fcl\u00fckleri ise 255 trilyon TL oldu. Fitch Ratings de T\u00fcrk bankalar\u0131n\u0131n faiz art\u0131\u015flar\u0131 nedeniyle daralan marjlar\u0131na ve y\u00fckselmeye devam eden takipteki kredi oranlar\u0131na dikkat \u00e7ekti.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 22 Ekim (Hibya)- K\u00fcresel jeopolitik riskler ve y\u00fcksek enerji fiyatlar\u0131 piyasalar \u00fczerinde bask\u0131 olu\u015ftururken, Borsa \u0130stanbul 100 endeksi g\u00fcn\u00fc y\u00fczde 1,87 d\u00fc\u015f\u00fc\u015fle 11.577 puandan tamamlad\u0131. Gedik Yat\u0131r\u0131m, TCMB\u2019nin bug\u00fcn politika faizini 100 baz puan indirerek y\u00fczde 36\u2019ya \u00e7ekmesini beklerken, faiz karar\u0131 ve karar metnindeki mesajlar\u0131n piyasalarda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fine dikkat \u00e7ekti.<\/p>\n","protected":false},"author":1,"featured_media":171246,"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-171245","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\/171245","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=171245"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/171245\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/171246"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=171245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=171245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=171245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"