Bu hafta piyasalar\u0131n ana g\u00fcndemini Microsoft, Alphabet ve Amazon ba\u015fta olmak \u00fczere b\u00fcy\u00fck teknoloji \u015firketlerinin finansal sonu\u00e7lar\u0131 ile ABD Merkez Bankas\u0131 (Fed), Avrupa Merkez Bankas\u0131 (ECB) ve Japonya Merkez Bankas\u0131n\u0131n faiz kararlar\u0131 olu\u015fturuyor. Teknoloji \u015firketlerinin yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik harcamalar\u0131, bu yat\u0131r\u0131mlar\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fi ve k\u00e2rl\u0131l\u0131\u011fa katk\u0131s\u0131 yak\u0131ndan izleniyor. \u00dc\u00e7 merkez bankas\u0131n\u0131n da faiz oranlar\u0131n\u0131 sabit tutmas\u0131 beklenirken, y\u00fcksek enerji maliyetleri ve enflasyon bask\u0131lar\u0131 nedeniyle s\u0131k\u0131 para politikas\u0131na ili\u015fkin mesajlar\u0131n korunabilece\u011fi de\u011ferlendiriliyor.<\/p>\n
ABD tahvillerine y\u00f6nelik g\u00fcvenli liman talebi artarken, 10 y\u0131ll\u0131k ABD tahvil faizi 3 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 4,97 seviyesine geriledi. Dolar endeksi y\u00fczde 0,1 de\u011fer kaybederek 101,65 civar\u0131nda i\u015flem g\u00f6rd\u00fc. Enerji piyasalar\u0131nda ise Brent petrol, alt\u0131 ay\u0131n zirvesinden y\u00fczde 1,9 gerileyerek varil ba\u015f\u0131na 114,45 dolar civar\u0131na indi. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019la anla\u015fma sa\u011flanmas\u0131 veya askeri operasyonlar\u0131n yeniden ba\u015flat\u0131lmas\u0131 konusunda karar a\u015famas\u0131na yakla\u015f\u0131ld\u0131\u011f\u0131n\u0131 belirtmesi, Orta Do\u011fu\u2019daki belirsizli\u011fi art\u0131ran unsurlar aras\u0131nda yer ald\u0131.<\/p>\n
Avrupa piyasalar\u0131nda petrol fiyatlar\u0131ndaki gerileme ve Fransa\u2019n\u0131n kredi notunun d\u00fc\u015f\u00fcr\u00fclmemesi yeni haftaya ili\u015fkin beklentileri destekledi. Ge\u00e7en haftay\u0131 yakla\u015f\u0131k y\u00fczde 1,4 kay\u0131pla tamamlayan STOXX 600 endeksinin ard\u0131ndan Avrupa borsalar\u0131nda y\u00fczde 0,4 civar\u0131nda y\u00fckseli\u015f \u00f6ng\u00f6r\u00fcl\u00fcyor. Bununla birlikte Euro B\u00f6lgesi\u2019nde ekim ay\u0131 bile\u015fik Sat\u0131n Alma Y\u00f6neticileri Endeksi (PMI), 53,1\u2019den 51,9\u2019a gerileyerek ekonomik b\u00fcy\u00fcme h\u0131z\u0131ndaki yava\u015flamaya i\u015faret etti. Fransa\u2019daki siyasi ve mali belirsizlikler, y\u00fcksek tahvil faizleri ve enerji maliyetleri de b\u00f6lge ekonomisi \u00fczerindeki bask\u0131y\u0131 s\u00fcrd\u00fcr\u00fcyor. ECB\u2019nin 29 Ekim\u2019deki faiz karar\u0131, Almanya\u2019dan gelecek ekonomik veriler, Euro B\u00f6lgesi enflasyonu ve \u015firket bilan\u00e7olar\u0131 piyasalar\u0131n g\u00fcndeminde bulunuyor.<\/p>\n
T\u00fcrkiye piyasalar\u0131nda ge\u00e7en hafta d\u00f6viz kurunda s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filimi devam ederken, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 politika faizini 100 baz puan indirdi. Fon piyasas\u0131ndaki geli\u015fmeler ve d\u00fczenlemelere ili\u015fkin haber ak\u0131\u015f\u0131 da yat\u0131r\u0131mc\u0131lar taraf\u0131ndan takip edildi. Gedik Yat\u0131r\u0131m, a\u00e7\u0131klanan veri ve haberlerin fiyatlamalar \u00fczerindeki etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 belirtti. Dolar\/TL, 26 Ekim sabah\u0131 saat 08.00 itibar\u0131yla 49,76 seviyesinde hafif y\u00fckseli\u015f e\u011filimiyle i\u015flem g\u00f6rd\u00fc. Dolar endeksi ise 101,65 seviyesinde bulundu. Hafta boyunca Fed\u2019in faiz karar\u0131 ve Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n a\u00e7\u0131klamalar\u0131n\u0131n piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenmesi bekleniyor.<\/p>\n
D\u00f6viz piyasalar\u0131nda euro, beklentilerin alt\u0131nda kalan PMI verileri, siyasi ve mali belirsizlikler ile kamu bor\u00e7lar\u0131na ili\u015fkin endi\u015felerin etkisiyle 1,12 dolar seviyesine gerileyerek son aylar\u0131n en d\u00fc\u015f\u00fck seviyelerine yak\u0131n seyretti. Euro B\u00f6lgesi\u2019nde \u00f6zel sekt\u00f6r faaliyetlerinin d\u00f6rt ay\u0131n en d\u00fc\u015f\u00fck b\u00fcy\u00fcme h\u0131z\u0131na inmesi ve Fransa\u2019n\u0131n 10 y\u0131ll\u0131k tahvil faizlerinin 24 y\u0131l\u0131n zirvesine ula\u015fmas\u0131 euro \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131. \u0130ngiliz sterlini ise kar\u0131\u015f\u0131k ekonomik veriler ve \u0130ngiltere Merkez Bankas\u0131n\u0131n faiz karar\u0131na y\u00f6nelik beklentiler e\u015fli\u011finde 1,34 dolar seviyesinin hemen alt\u0131nda i\u015flem g\u00f6rd\u00fc. \u0130ngiltere\u2019de \u00f6zel sekt\u00f6r faaliyetleri \u015fubattan bu yana en g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmesini kaydederken, perakende sat\u0131\u015flardaki d\u00fc\u015f\u00fc\u015f ve t\u00fcketici g\u00fcvenindeki gerileme ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin endi\u015feleri art\u0131rd\u0131.<\/p>\n
De\u011ferli metallerde de bask\u0131l\u0131 g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131kt\u0131. Ons alt\u0131n 4 bin dolar civar\u0131nda i\u015flem g\u00f6rerek son \u00fc\u00e7 ay\u0131n en d\u00fc\u015f\u00fck seviyelerine yak\u0131n seyretti. Ons g\u00fcm\u00fc\u015f ise 54 dolar civar\u0131nda, son 11 ay\u0131n en d\u00fc\u015f\u00fck seviyelerine yak\u0131n fiyatland\u0131. Orta Do\u011fu\u2019daki jeopolitik risklerin enerji fiyatlar\u0131n\u0131 ve enflasyon bask\u0131lar\u0131n\u0131 art\u0131rabilece\u011fine y\u00f6nelik endi\u015feler, faizlerin y\u00fcksek kalaca\u011f\u0131 veya yeniden art\u0131r\u0131labilece\u011fi beklentilerini g\u00fc\u00e7lendirerek de\u011ferli metaller \u00fczerinde bask\u0131 olu\u015fturdu. Fed\u2019in bu hafta faizleri sabit tutmas\u0131, aral\u0131k ay\u0131nda ise faiz art\u0131r\u0131m\u0131na gidebilmesi ihtimali piyasalar\u0131n takip etti\u011fi ba\u015fl\u0131klar aras\u0131nda yer ald\u0131.<\/p>\n
Petrol piyasas\u0131nda Brent petrol 115 dolar\u0131n, ham petrol ise 101 dolar\u0131n alt\u0131nda i\u015flem g\u00f6rd\u00fc. Orta Do\u011fu\u2019daki gerilimler, \u0130ran\u2019a y\u00f6nelik olas\u0131 askeri ad\u0131mlar ve Suudi Arabistan ile \u0130ran destekli Husiler aras\u0131ndaki \u00e7at\u0131\u015fmalar b\u00f6lgesel arz g\u00fcvenli\u011fine ili\u015fkin endi\u015feleri canl\u0131 tutuyor. Buna kar\u015f\u0131l\u0131k Orta Do\u011fu\u2019dan petrol ihracat\u0131n\u0131n sava\u015f \u00f6ncesi seviyelere yakla\u015fmas\u0131 fiyatlardaki y\u00fckseli\u015fi s\u0131n\u0131rlayan bir unsur olarak \u00f6ne \u00e7\u0131k\u0131yor. Olas\u0131 \u00e7at\u0131\u015fma t\u0131rman\u0131\u015flar\u0131n\u0131n enerji arz\u0131nda kesintilere yol a\u00e7mas\u0131 ise petrol fiyatlar\u0131nda yukar\u0131 y\u00f6nl\u00fc risk olu\u015fturuyor.<\/p>\n
ABD hisse senedi vadeli piyasalar\u0131nda Nasdaq ve Dow Jones endekslerinin y\u00f6n\u00fc \u00fczerinde teknoloji \u015firketlerinin bilan\u00e7olar\u0131, faiz beklentileri ve enerji maliyetleri etkili oluyor. Nasdaq, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine y\u00f6nelik endi\u015feler ve y\u00fcksek petrol fiyatlar\u0131n\u0131n teknoloji hisseleri \u00fczerindeki bask\u0131s\u0131yla \u00fcst \u00fcste ikinci haftay\u0131 kay\u0131pla tamamlad\u0131. Microsoft, Alphabet, Amazon ve Intel\u2019in finansal sonu\u00e7lar\u0131n\u0131n yapay zek\u00e2 harcamalar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011fa katk\u0131s\u0131na ili\u015fkin \u00f6nemli sinyaller vermesi bekleniyor. Dow Jones taraf\u0131nda ise artan enerji maliyetleri, ekonomik b\u00fcy\u00fcmeye ili\u015fkin belirsizlikler ve y\u00fcksek bor\u00e7lanma maliyetleri sanayi ve t\u00fcketim \u015firketleri \u00fczerinde bask\u0131 olu\u015fturuyor. Coca-Cola, Boeing ve Visa gibi \u015firketlerin bilan\u00e7olar\u0131 da yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor.<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, merkez bankalar\u0131n\u0131n faiz kararlar\u0131 ve y\u00f6nlendirmeleri, b\u00fcy\u00fck teknoloji \u015firketlerinin yat\u0131r\u0131m planlar\u0131 ve Orta Do\u011fu\u2019daki geli\u015fmeler, haftan\u0131n k\u00fcresel piyasalardaki temel belirleyicileri aras\u0131nda yer alacak.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 26 Ekim (Hibya)- Gedik Yat\u0131r\u0131m\u2019\u0131n 26 Ekim 2026 tarihli Forex B\u00fclteni\u2019ne g\u00f6re, k\u00fcresel piyasalar yeni haftaya yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na y\u00f6nelik endi\u015feler, b\u00fcy\u00fck teknoloji \u015firketlerinin a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olar ve merkez bankalar\u0131n\u0131n faiz kararlar\u0131n\u0131n etkisiyle temkinli ancak hafif pozitif bir g\u00f6r\u00fcn\u00fcmle ba\u015flad\u0131. Asya piyasalar\u0131nda MSCI Asya Pasifik Endeksi y\u00fczde 0,2 y\u00fckselirken, ABD\u2019de Nasdaq 100 ve S&P 500 vadeli kontratlar\u0131 da y\u00fczde 0,2 de\u011fer kazand\u0131. <\/p>\n","protected":false},"author":1,"featured_media":173200,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-173199","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/173199","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=173199"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/173199\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/173200"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=173199"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=173199"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=173199"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"