Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda yeni haftan\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n dikkatini Fed\u2019in y\u0131l\u0131n son toplant\u0131s\u0131na ve \u00f6zellikle 2026 faiz patikas\u0131na \u00e7evirdi\u011fi temkinli bir iyimserlikle ba\u015flad\u0131\u011f\u0131 belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cS&P 500 vadeli i\u015flemleri hafif y\u00fckselirken endeks, Cuma g\u00fcn\u00fc tarihi zirveye yaln\u0131zca y\u00fczde 0.3 uzakl\u0131kta kapanm\u0131\u015ft\u0131; Nasdaq 100 kontratlar\u0131 ise teknoloji hisselerine y\u00f6nelik g\u00fc\u00e7l\u00fc talep sayesinde y\u00fczde 0.2 art\u0131da seyretti. Asya\u2019da \u00c7in hisseleri, Politb\u00fcro\u2019nun 2025 i\u00e7in i\u00e7 talebi art\u0131rmay\u0131 birinci \u00f6ncelik ilan etmesiyle b\u00f6lgesel kazan\u00e7lara liderlik etti. Buna kar\u015f\u0131n, ABD taraf\u0131ndaki y\u00fckseli\u015fi s\u0131n\u0131rlayan unsur, Fed\u2019in \u00c7ar\u015famba g\u00fcn\u00fc beklenen faiz indirimine ra\u011fmen 2026\u2019da gev\u015feme h\u0131z\u0131n\u0131n ne kadar s\u0131n\u0131rl\u0131 kalaca\u011f\u0131na dair devam eden belirsizlik ve yapay zek\u00e2 \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki rallinin s\u00fcrd\u00fcr\u00fclebilirli\u011fine y\u00f6nelik soru i\u015faretleri oldu.<\/p>\n
Son haftalarda, baz\u0131 Fed yetkililerinin indirim mesajlar\u0131na ra\u011fmen ekonomik verilerin eksikli\u011fi \u00f6zellikle h\u00fck\u00fcmet kapanmas\u0131 nedeniyle yay\u0131mlanmayan g\u00f6stergeler para politikas\u0131 i\u00e7inde g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131 art\u0131rm\u0131\u015f durumda. Yat\u0131r\u0131mc\u0131lar bu hafta yap\u0131lacak kesintinin ard\u0131ndan 2026 sonuna kadar toplam iki faiz indirimi fiyatlarken, bu say\u0131n\u0131n k\u0131sa s\u00fcrede \u00fc\u00e7ten ikiye d\u00fc\u015fmesi, beklentilerin ne kadar h\u0131zl\u0131 de\u011fi\u015fti\u011fini g\u00f6steriyor. EFG Asset Management\u2019tan Daniel Murray, hisse piyasalar\u0131n\u0131 destekleyen dayan\u0131kl\u0131 ekonomik aktivite ve g\u00fc\u00e7l\u00fc mevsimsel fakt\u00f6rlere ra\u011fmen, Fed\u2019in beklenenden daha az g\u00fcvercin kalma ihtimalinin, tarifelerin enflasyonu yukar\u0131 itmesinin ve i\u015fg\u00fcc\u00fc piyasas\u0131nda olas\u0131 bozulmalar\u0131n kritik riskler oldu\u011funu vurgulad\u0131.<\/p>\n
Avrupa piyasalar\u0131nda Stoxx 50 ve Stoxx 600 y\u00fczde 0.2 gerilerken, ECB \u00fcyesi Isabel Schnabel\u2019in, faizlerin dip seviyeye yakla\u015fm\u0131\u015f olabilece\u011fini ima eden a\u00e7\u0131klamalar\u0131 tahvil getirilerini yukar\u0131 \u00e7ekti ve risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131. Kurumsal tarafta Unilever, Magnum dondurma b\u00f6l\u00fcm\u00fcn\u00fcn resmen ayr\u0131lmas\u0131 sonras\u0131 y\u00fczde 4\u2019e yak\u0131n de\u011fer kaybederken, Ageas\u2019\u0131n BNP Paribas\u2019tan AG Insurance\u2019\u0131n kalan y\u00fczde 25 hissesini sat\u0131n almas\u0131 hisseyi y\u00fczde 2\u2019nin \u00fczerinde yukar\u0131 ta\u015f\u0131d\u0131. UBS ise 2027\u2019ye kadar 10.000\u2019e varan ek i\u015ften \u00e7\u0131karma planlar\u0131n\u0131n g\u00fcndeme gelmesiyle hafif y\u00fckseli\u015f kaydederken, TKMS\u2019nin 2026 i\u00e7in zay\u0131f k\u00e2r g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131klamas\u0131na ra\u011fmen hisseler s\u0131n\u0131rl\u0131 pozitif seyretti.<\/p>\n
\u00d6nemli \u015firket haberler<\/p>\n
Carvana (CVNA) ve CRH (CRH), Her iki \u015firketin de g\u00f6sterge endeks olan S&P 500\u2019e dahil edilece\u011finin a\u00e7\u0131klanmas\u0131 \u00fczerine hisseler s\u0131ras\u0131yla y\u00fczde 6 ve y\u00fczde 8 y\u00fckseldi. Endekse dahil edilme i\u015flemi 22 Aral\u0131k\u2019ta piyasa a\u00e7\u0131l\u0131\u015f\u0131ndan \u00f6nce ger\u00e7ekle\u015fecek ve bu durum \u015firketlerin artan \u00f6nemini ve yat\u0131r\u0131mc\u0131 g\u00fcvenini olumlu etkiledi. (Olumlu)<\/p>\n
Confluent (CFLT) hisseleri, Wall Street Journal\u2019\u0131n IBM\u2019in (IBM) veri ak\u0131\u015f\u0131 (data-streaming) platformunu yakla\u015f\u0131k 11 milyar dolara sat\u0131n almak i\u00e7in ileri d\u00fczey g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctt\u00fc\u011f\u00fcn\u00fc bildirmesi \u00fczerine sert \u015fekilde y\u00fczde 32 y\u00fckseldi. Anla\u015fman\u0131n en erken Pazartesi g\u00fcn\u00fc duyurulabilece\u011fi belirtiliyor. Bu sat\u0131n alman\u0131n, Confluent\u2019\u0131n ger\u00e7ek zamanl\u0131 veri ak\u0131\u015f yeteneklerinin IBM\u2019in hibrit bulut ve yapay zek\u00e2 stratejisine entegre edilmesiyle IBM\u2019in AWS, Azure ve Google Cloud kar\u015f\u0131s\u0131ndaki rekabet g\u00fcc\u00fcn\u00fc art\u0131rmas\u0131 bekleniyor.(Olumlu)\u201d<\/p>\n
<\/strong> \u0130stanbul, 8 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda yeni haftan\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n dikkatini Fed\u2019in y\u0131l\u0131n son toplant\u0131s\u0131na ve \u00f6zellikle 2026 faiz patikas\u0131na \u00e7evirdi\u011fi temkinli bir iyimserlikle ba\u015flad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":17195,"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-17194","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\/17194","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=17194"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17194\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/17195"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=17194"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=17194"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=17194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"