A1 Capital'\u0130n de\u011ferlendirmesinde, Trump bir g\u00fcn \u00f6nce Netflix'in Warner Bros st\u00fcdyolar\u0131n\u0131 ve yay\u0131n varl\u0131klar\u0131n\u0131 sat\u0131n alma \u00f6nerisiyle ilgili karara kat\u0131laca\u011f\u0131n\u0131 s\u00f6yledi\u011fi an\u0131msat\u0131l\u0131rken, Paramount'un Warner Bros Discovery i\u00e7in yapt\u0131\u011f\u0131 108 milyar dolarl\u0131k tekliftin g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. De\u011ferlendirmede ayr\u0131ca \u015fu bilgilergere yer verildi:<\/p>\n
“Paramount, teklifin Jared Kushner'in yat\u0131r\u0131m \u015firketi Affinity Partners'\u0131n finansman\u0131n\u0131n yan\u0131 s\u0131ra Suudi ve Katar devlet fonlar\u0131 ile Abu Dabi'nin sahibi oldu\u011fu L'imad Holding Co.'nun finansman\u0131n\u0131 da i\u00e7erdi\u011fini belirtti.<\/p>\n
Jared Kushner'\u0131n teklifteki finansman rol\u00fc, Trump ailesinin \u00e7\u0131karlar\u0131n\u0131 y\u0131llar\u0131n en b\u00fcy\u00fck medya sava\u015flar\u0131ndan birine dahil ediyor ve ba\u015fkan\u0131n etkisinin dengeleri de\u011fi\u015ftirip de\u011fi\u015ftiremeyece\u011fi konusunda endi\u015felere yol a\u00e7\u0131yor. \u00c7\u00fcnk\u00fc; T\u00fcketicilerin, rakiplerin ve tedarik\u00e7ilerin herhangi bir birle\u015fmeden zarar g\u00f6rmemesini sa\u011flamak i\u00e7in hem Paramount hem de Netflix'in yo\u011fun bir antitr\u00f6st incelemesine tabi tutulmas\u0131 muhtemel. Bu inceleme, h\u00fck\u00fcmete Warner Bros Discovery'yi kimin sat\u0131n alaca\u011f\u0131 konusunda b\u00fcy\u00fck bir s\u00f6z hakk\u0131 veriyor.<\/p>\n
Bu arada Kushner, Trump'\u0131n ilk d\u00f6neminde Beyaz Saray dan\u0131\u015fmanl\u0131\u011f\u0131 yapm\u0131\u015f ve Trump'\u0131n ikinci y\u00f6netiminde de Ortado\u011fu politikalar\u0131yla ilgilenmeye devam etmi\u015fti; ancak resmi bir unvan\u0131 yok!<\/p>\n
Asya piyasalar\u0131 bu sabah d\u00fc\u015f\u00fc\u015fte ve dolar sakin seyrediyor. Yat\u0131r\u0131mc\u0131lar ABD'de faiz oranlar\u0131nda bir indirime haz\u0131rlan\u0131rken, Japonya'n\u0131n kuzeydo\u011fu b\u00f6lgesini sarsan 7.2\u2019lik g\u00fc\u00e7l\u00fc depremin ard\u0131ndan yen sakin seyretti ancak depremin etkisi s\u0131n\u0131rl\u0131 kald\u0131. RBA, SNB ve Kanada Merkez Bankas\u0131'n\u0131n bu hafta faiz oranlar\u0131n\u0131 sabit tutmas\u0131 beklenirken, FED'in \u00c7ar\u015famba g\u00fcn\u00fc bor\u00e7lanma maliyetlerini d\u00fc\u015f\u00fcrmesi bekleniyor.<\/p>\n
Tahvil yat\u0131r\u0131mc\u0131lar\u0131, ABD'de s\u0131\u011f bir gev\u015feme d\u00f6ng\u00fcs\u00fcne haz\u0131rlan\u0131yor. Bir\u00e7ok Wall Street bankas\u0131, devam eden enflasyon endi\u015feleri ve daha diren\u00e7li bir ABD ekonomisi beklentileri nedeniyle 2026'da Fed'in daha az faiz indirimi yapaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor. Nokta grafi\u011finin 2026'da bir kesinti g\u00f6stermesi muhtemel. Nokta grafi\u011finin gelecek y\u0131l i\u00e7in iki kesinti g\u00f6stermesi durumunda bu \u0131l\u0131ml\u0131 bir yakla\u015f\u0131m olur. Sonu\u00e7 olarak k\u0131smi belirsizlik hisse senetlerinin yatay seyretmesine neden oluyor. MSCI'nin Japonya d\u0131\u015f\u0131ndaki en geni\u015f Asya-Pasifik hisse senedi endeksi y\u00fczde 0,28 d\u00fc\u015ft\u00fc. Japonya'n\u0131n Nikkei y\u00fczde 0,08 oran\u0131nda gerilerken, G\u00fcney Kore'nin Kospi y\u00fczde 0,58 d\u00fc\u015ft\u00fc.<\/p>\n
D\u00f6viz kurlar\u0131nda, dolar yatay seyirde, Euro en son 1,1640 dolardan i\u015flem g\u00f6r\u00fcrken, dolar endeksi 99,09 seviyesindeydi. Endeks bu y\u0131l yakla\u015f\u0131k y\u00fczde 9 d\u00fc\u015f\u00fc\u015f g\u00f6stererek 2017'den bu yana en b\u00fcy\u00fck y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc kaydetme yolunda ilerlemekte.<\/p>\n
Petrol fiyatlar\u0131 bu sabah da d\u00fc\u015f\u00fc\u015fte ve \u00f6nceki g\u00fcnk\u00fc y\u00fczde 2'lik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan kay\u0131plar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc. Irak'\u0131n d\u00fcnyan\u0131n en b\u00fcy\u00fcklerinden biri olan Lukoil'in Bat\u0131 Kurna 2 petrol sahas\u0131nda \u00fcretimi yeniden ba\u015flatmas\u0131n\u0131n ard\u0131ndan her iki kontrat da d\u00fcn varil ba\u015f\u0131na 1 dolardan fazla d\u00fc\u015fm\u00fc\u015ft\u00fc piyasalar, Rusya'n\u0131n Ukrayna'daki sava\u015f\u0131n\u0131 sona erdirmek i\u00e7in yap\u0131lan bar\u0131\u015f g\u00f6r\u00fc\u015fmelerini ve ABD'deki faiz oranlar\u0131na ili\u015fkin yakla\u015fan karar\u0131 yak\u0131ndan takip ediyor. Ukrayna, Devlet Ba\u015fkan\u0131 Zelenskiy ile Fransa, Almanya ve \u0130ngiltere liderlerinin Londra'da yapaca\u011f\u0131 g\u00f6r\u00fc\u015fmelerin ard\u0131ndan revize edilmi\u015f bar\u0131\u015f plan\u0131n\u0131 ABD ile payla\u015facak. G\u00f6r\u00fc\u015fmeler ba\u015far\u0131s\u0131zl\u0131kla sonu\u00e7lan\u0131rsa petrol\u00fcn daha da y\u00fckselmesini veya ilerleme sa\u011flan\u0131rsa ve Rusya'n\u0131n k\u00fcresel enerji piyasas\u0131na arz\u0131n\u0131n yeniden ba\u015flamas\u0131 ihtimali varsa, fiyatlar\u0131n d\u00fc\u015fmesi beklenmekte.<\/p>\n
Sonu\u00e7 olarak 07.15 itibariyle Brent ham petrol vadeli i\u015flemleri y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle varil ba\u015f\u0131na 62,41 dolara ve ABD Bat\u0131 Teksas petrol\u00fc ise y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle 58,75 dolardan i\u015flem g\u00f6rmekte.<\/p>\n
Alt\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Fed'in faiz indirimini fiyatlamas\u0131 ve ABD merkez bankas\u0131n\u0131n g\u00fcn\u00fcn ilerleyen saatlerinde ba\u015flayacak iki g\u00fcnl\u00fck politika toplant\u0131s\u0131nda beklenenden daha \u0131l\u0131ml\u0131 bir gev\u015feme d\u00f6ng\u00fcs\u00fc izleyebilece\u011fine dair sinyallere haz\u0131rl\u0131kl\u0131 olmas\u0131 nedeniyle yatay seyirde. Ge\u00e7ti\u011fimiz hafta a\u00e7\u0131klanan veriler, Fed'in tercih etti\u011fi enflasyon g\u00f6stergesi olan ABD Ki\u015fisel T\u00fcketim Harcamalar\u0131 (PCE) Fiyat Endeksi'nin beklentiler do\u011frultusunda ger\u00e7ekle\u015fti\u011fini ve t\u00fcketici g\u00fcveninin Aral\u0131k ay\u0131nda iyile\u015fti\u011fini g\u00f6sterdi. \u00d6zel istihdam bordrolar\u0131 2,5 y\u0131ldan uzun s\u00fcredir en sert d\u00fc\u015f\u00fc\u015f\u00fc kaydederken, i\u015fsizlik ba\u015fvurular\u0131 \u00fc\u00e7 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi.<\/p>\n
CME'nin FedWatch Arac\u0131'na g\u00f6re piyasalar, Fed'in 9-10 Aral\u0131k toplant\u0131s\u0131nda \u00e7eyrek puanl\u0131k bir faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 87 olarak belirliyor. Sonu\u00e7 olarak, Spot alt\u0131n ons ba\u015f\u0131na 4.186 dolarda sabit kal\u0131rken, ABD'de Aral\u0131k vadeli alt\u0131n vadeli i\u015flemleri y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle ons ba\u015f\u0131na 4.215 dolara geriledi. G\u00fcm\u00fc\u015f ise Cuma g\u00fcn\u00fc 59,32 dolar ile rekor seviyeye ula\u015ft\u0131ktan sonra ons ba\u015f\u0131na 58,10 dolarda sabit kald\u0131.<\/p>\n
G\u00fcm\u00fc\u015f, de\u011ferli metaller aras\u0131nda daha y\u00fcksek betaya sahip. D\u00fc\u015f\u00fck envanterler, g\u00fc\u00e7l\u00fc end\u00fcstriyel talep ve Fed'in faiz indirimi beklentileri g\u00fcm\u00fc\u015f\u00fcn ivmesini art\u0131rd\u0131, onu risk alma moduna itti ve alt\u0131ndan daha iyi performans g\u00f6sterdi.”<\/p>\n
<\/strong> \u0130stanbul, 9 Aral\u0131k (Hibya) – A1 Capital, Asya piyasalar\u0131n\u0131n bu sabah d\u00fc\u015f\u00fc\u015fte oldu\u011fu ve dolar\u0131n sakin seyretti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":17573,"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-17572","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\/17572","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=17572"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17572\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/17573"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=17572"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=17572"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=17572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"