Marba\u015f Menkul De\u011ferler\u2019in raporunda i\u00e7 tarafta \u00f6zellikle faiz indirim beklentilerinin iyice 200 baz puan ve \u00fczerine kaymas\u0131yla birlikte al\u0131m i\u015ftah\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201c11250 direncini ge\u00e7emeyen endeks 11100 seviyesinin \u00fczerinde kapatmay\u0131 ba\u015fard\u0131. K\u00fcresel ekonominin ve Avrupa ekonomilerinin 2025\u2019teki \u0131l\u0131ml\u0131 yava\u015flamaya ra\u011fmen son y\u0131llarda anlaml\u0131 bir diren\u00e7 sergiledi\u011fine dikkat \u00e7eken Scope Ratings, ancak toparlanman\u0131n yedinci y\u0131l\u0131na girilirken k\u00fcresel b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin risklerin artt\u0131\u011f\u0131n\u0131 ve orta vadeli makroekonomik ve kredi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn “negatif” oldu\u011fu bildirildi. T\u00fcrkiye i\u00e7in b\u00fcy\u00fcme oranlar\u0131 ise Haziran ay\u0131ndaki tahminlere g\u00f6re 2025 ve 2026 i\u00e7in s\u0131ras\u0131yla 1, ve 0,8 puan art\u0131ran Scope, 2025\u2019te y\u00fczde 4,2 ve 2026\u2019da y\u00fczde 4,0 b\u00fcy\u00fcme bekliyor. 2027 y\u0131l\u0131nda b\u00fcy\u00fcmenin y\u00fczde 3,2'ye yava\u015flayaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc. Orta vadeli b\u00fcy\u00fcme potansiyeli y\u00fczde 3,8 olarak belirlendi. Yeni g\u00fcnde CDS 225 seviyesinde yatay, TRVIX\u2019te ayn\u0131 \u015fekilde 40,3 seviyesinden yatay i\u015flem g\u00f6r\u00fcyor. Dengeli i\u015ftah kazanma \u00e7abam\u0131z s\u00fcrecek. 11250 ve 11500 seviyelerini a\u015farak yeni hedeflere ula\u015fma s\u00fcrecini takip ediyor olaca\u011f\u0131z.<\/p>\n
ABD piyasalar\u0131nda Netflix etkisi takip ediliyor. Warner Bros al\u0131m s\u00fcrecinde ikincil bir rakibin \u00e7\u0131kmas\u0131 fiyatlar\u0131n yukar\u0131 y\u00f6nl\u00fc y\u00f6nelerek Netflix bilan\u00e7osuna ek y\u00fck yaratma olas\u0131l\u0131\u011f\u0131 fiyatlamas\u0131 izleniyor. ABD\u2019de bir federal yarg\u0131\u00e7, Ba\u015fkan Donald Trump\u2019\u0131n yeni r\u00fczgar projeleri yasa\u011f\u0131n\u0131 i\u00e7eren ba\u015fkanl\u0131k karar\u0131n\u0131n yasad\u0131\u015f\u0131 oldu\u011funa h\u00fckmetti. B\u00f6lge Yarg\u0131c\u0131 Saris, d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada karar\u0131n “keyfi, dikkatsizce al\u0131nm\u0131\u015f ve yasalara ayk\u0131r\u0131” oldu\u011funu belirtti. BoFA CEO\u2019su Moynihan, Citi CEO\u2019su Jane Fraser ve Wells Fargo CEO\u2019su Scharf\u2019\u0131n per\u015fembe g\u00fcn\u00fc Kongre\u2019de hem Cumhuriyet\u00e7i hem de Demokrat senat\u00f6rlerle bir araya gelmeleri planlan\u0131yor. G\u00f6r\u00fc\u015fmelerin, yak\u0131nda oylanabilecek kripto piyasa d\u00fczenlemelerini ele almas\u0131 bekleniyor.<\/p>\n
Man Group\u2019un Ba\u015f Stratejisti Hooper, gelecekteki Fed Ba\u015fkan\u0131\u2019n\u0131n ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na piyasalarda \u015f\u00fcphe olu\u015fmas\u0131 halinde, FED\u2019in uzun vadeli bor\u00e7lanma maliyetlerini d\u00fc\u015f\u00fcrmek i\u00e7in niceliksel geni\u015flemeye (QE) ba\u015fvurmak zorunda kalabilece\u011fi uyar\u0131s\u0131nda bulundu. Beyaz Saray Ekonomi Dan\u0131\u015fman\u0131 Hassett, CNBC\u2019ye yapt\u0131\u011f\u0131 a\u00e7\u0131klamalarda FED\u2019in faizleri daha da d\u00fc\u015f\u00fcrmesi gerekti\u011fini s\u00f6yledi. Hassett, Ba\u015fkan Trump\u2019\u0131n FED i\u00e7in bir\u00e7ok iyi se\u00e7ene\u011fe sahip oldu\u011funu belirterek, “E\u011fer o se\u00e7im ben olursam, ona yard\u0131mc\u0131 olmaktan memnuniyet duyar\u0131m” dedi. ABD Ba\u015fkan\u0131 Trump, Nvidia\u2019ya H200 yapay zeka \u00e7ipini \u00c7in\u2019e ihra\u00e7 etmesi i\u00e7in y\u00fczde 25 ek vergi kar\u015f\u0131l\u0131\u011f\u0131nda izin verdi. Karar, Nvidia\u2019n\u0131n \u00c7in pazar\u0131nda kaybetti\u011fi milyarlarca dolarl\u0131k i\u015f hacmini yeniden kazanma olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131rken, Intel ve Advanced Micro Devices gibi di\u011fer \u00fcreticilerin de \u201conayl\u0131 m\u00fc\u015fterilere\u201d sat\u0131\u015f yapabilmesine imk\u00e2n tan\u0131yor. Yeni g\u00fcnde g\u00f6rece al\u0131m i\u015ftah\u0131 takip ediyoruz.<\/p>\n
Asya-Pasifik\u2019te sat\u0131\u015f bask\u0131s\u0131 takip ediliyor. \u00c7in Ba\u015fbakan\u0131 Li, Pekin'de ger\u00e7ekle\u015ftirilen ve IMF, D\u00fcnya Ticaret \u00d6rg\u00fct\u00fc ve D\u00fcnya Bankas\u0131 ba\u015fkanlar\u0131n\u0131n kat\u0131ld\u0131\u011f\u0131 “1+10 Diyalogu” toplant\u0131s\u0131nda, 2025 y\u0131l\u0131 boyunca “tarifelerin kar\u015f\u0131l\u0131kl\u0131 y\u0131k\u0131c\u0131 sonu\u00e7lar\u0131n\u0131n giderek daha belirgin hale geldi\u011fini” s\u00f6yledi. ABD Ba\u015fkan\u0131 Trump'\u0131n ad\u0131n\u0131 vermeden konu\u015fan \u00c7in'in ikinci en y\u00fcksek d\u00fczeyli yetkilisi, ticaret engelleri nedeniyle k\u00fcresel ekonomik y\u00f6neti\u015fimin reformu i\u00e7in daha fazla \u00e7aba g\u00f6sterilmesi gerekti\u011fini belirtti. \u00c7in\u2019in ye\u015fil enerjiye y\u00f6nelik d\u0131\u015f yat\u0131r\u0131mlar\u0131, enerji d\u00f6n\u00fc\u015f\u00fcm teknolojilerindeki hakimiyetini kullanarak son bir y\u0131lda 80 milyar dolara y\u00fckseldi. Climate Energy Finance\u2019in pazar g\u00fcn\u00fc yay\u0131mlad\u0131\u011f\u0131 rapora g\u00f6re, Kas\u0131m 2025\u2019e kadar taahh\u00fct edilen bu tutar, \u00f6nceki iki y\u0131lda yap\u0131lan 100 milyar dolarl\u0131k yat\u0131r\u0131mla kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda dikkat \u00e7ekici bir art\u0131\u015fa i\u015faret ediyor. Avustralya Merkez Bankas\u0131 (RBA), iki g\u00fcn s\u00fcren politika toplant\u0131s\u0131n\u0131 tamamlayarak beklentiler do\u011frultusunda temel faiz oran\u0131n\u0131 de\u011fi\u015ftirmedi. Banka, nakit oran\u0131n\u0131 y\u00fczde 3.60 seviyesinde sabit b\u0131rakt\u0131.<\/p>\n
Yap\u0131lan a\u00e7\u0131klamada, enflasyon risklerinin y\u00fckselme y\u00f6n\u00fcne kayd\u0131\u011f\u0131 ve fiyat bask\u0131lar\u0131n\u0131n kal\u0131c\u0131l\u0131\u011f\u0131n\u0131 de\u011ferlendirmenin biraz daha uzun s\u00fcrece\u011fi belirtildi. Ayr\u0131ca, yurt i\u00e7i talebin beklenenden daha g\u00fc\u00e7l\u00fc oldu\u011fu ve bunun enflasyonist bask\u0131lara katk\u0131da bulunabilece\u011fi ifade edildi. Avustralya Merkez Bankas\u0131 (RBA) Ba\u015fkan\u0131 Bullock, enflasyon ve istihdam verilerinin \u015fubat ay\u0131ndaki kurul toplant\u0131s\u0131 i\u00e7in kritik \u00f6nemde olaca\u011f\u0131n\u0131 belirtti. Bullock, ayl\u0131k T\u00dcFE serisine temkinli yakla\u015f\u0131lmas\u0131 gerekti\u011fini vurgularken, mevcut toplant\u0131da faiz art\u0131r\u0131m\u0131 veya faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n a\u00e7\u0131k\u00e7a g\u00fcndeme al\u0131nmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. 19 Aral\u0131k g\u00fcn\u00fc BoJ toplant\u0131s\u0131 \u00f6ncesi faiz art\u0131r\u0131m ihtimali y\u00fczde 54 pas ge\u00e7me olas\u0131l\u0131\u011f\u0131 y\u00fczde 46 olarak fiyatlan\u0131yor.<\/p>\n
Avrupa piyasalar\u0131nda al\u0131m i\u015ftah\u0131na d\u00f6n\u00fc\u015f \u00e7abas\u0131 izleniyor. \u0130ngiltere Merkez Bankas\u0131 politika yap\u0131c\u0131s\u0131 Taylor, \u00fccret art\u0131\u015f\u0131 ve hizmetler sekt\u00f6r\u00fcndeki enflasyonun daha da yava\u015flayaca\u011f\u0131 g\u00f6r\u00fcn\u00fcm\u00fcyle birlikte \u0130ngiliz enflasyonunun “k\u0131sa vadede” y\u00fczde 2 hedefine geri d\u00f6nece\u011fini s\u00f6yledi. Taylor, y\u00f6netim dan\u0131\u015fmanl\u0131\u011f\u0131 \u015firketi McKinsey taraf\u0131ndan d\u00fczenlenen bir etkinlikte, “Hala biraz frene bas\u0131yoruz, ancak k\u0131sa vadede enflasyon hedefine ula\u015faca\u011f\u0131m\u0131z\u0131 g\u00f6r\u00fcyorum” dedi. Yeni g\u00fcnde yatay bir seyir izliyoruz.<\/p>\n
Emtialar \u00f6zelinde normalize ortam s\u00fcr\u00fcyor. Ons Alt\u0131n 4220, G\u00fcm\u00fc\u015f 59, Brent Petrol 62 dolardan yatay sat\u0131c\u0131l\u0131 i\u015flem g\u00f6r\u00fcyor. Bak\u0131r fiyatlar\u0131 rekor seviyelerden gerilerken, k\u00fcresel piyasalar FED\u2019in para politikas\u0131 kararlar\u0131n\u0131 ve faiz indirimlerine ili\u015fkin beklentileri yak\u0131ndan takip ediyor. Bu d\u00fc\u015f\u00fc\u015fe ra\u011fmen, metalin y\u0131ll\u0131k bazda g\u00fc\u00e7l\u00fc kazan\u00e7lar elde etmesi ve arz endi\u015feleri dikkat \u00e7ekiyor.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri yok. H\u00fck\u00fcmetin 2026 y\u0131l\u0131 b\u00fct\u00e7e g\u00fcndemi s\u00fcrecek. Adalet ve D\u0131\u015fi\u015fleri Bakanl\u0131klar\u0131 b\u00fct\u00e7eleri g\u00f6r\u00fc\u015f\u00fclecek. K\u00fcresel tarafta 11\u2019de BUBA Ba\u015fkan\u0131 Nagel, 12\u2019de BoJ Ba\u015fkan\u0131 Ueda konu\u015facak. 16:15\u2019te ADP haftal\u0131k veri seti gelecek. Tar\u0131m D\u0131\u015f\u0131 \u00dcretkenlik ve Birim Emek Maliyetleri \u00f6nc\u00fc verileri 16:30\u2019da gelecek. 18\u2019de Eyl\u00fcl ay\u0131 JOLTS verisi takip edilecek.<\/p>\n
Cumhurba\u015fkan\u0131 ve AK Parti Genel Ba\u015fkan\u0131 Erdo\u011fan, saat 14\u2019te AK Parti Kongre Merkezi'nde “\u0130nsanl\u0131k \u0130\u00e7in G\u00fc\u00e7l\u00fc T\u00fcrkiye” program\u0131na kat\u0131lacak, saat 15:30\u2019da AK Parti Genel Merkezi'nde partisinin Merkez Y\u00fcr\u00fctme Kurulu (MYK) Toplant\u0131s\u0131na ba\u015fkanl\u0131k edecek.<\/p>\n
CHP Genel Ba\u015fkan\u0131 \u00d6zel, saat 11\u2019de partisinin Merkez Y\u00f6netim Kurulu toplant\u0131s\u0131na ba\u015fkanl\u0131k edecek. Enerji ve Tabii Kaynaklar Bakan\u0131 Bayraktar, saat 15:30\u2019da 15. T\u00fcrkiye Enerji Zirvesi\u2019ne i\u015ftirak edecek. Enerji ve Tabii Kaynaklar Bakanl\u0131\u011f\u0131nca, saat 10\u2019da R\u00fczgar Enerjisine Dayal\u0131 Yenilenebilir Enerji Kaynak Alanlar\u0131 (YEKA-RES) ve Ba\u011flant\u0131 Kapasitelerinin Tahsisine \u0130li\u015fkin Yar\u0131\u015fmalar yap\u0131lacak.\u201d<\/p>\n
<\/strong> \u0130stanbul, 9 Aral\u0131k (Hibya) – Marba\u015f Menkul De\u011ferler, emtialar \u00f6zelinde normalize ortam\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc, ons alt\u0131n\u0131n 4220, g\u00fcm\u00fc\u015f\u00fcn 59, brent petrol\u00fcn 62 dolardan yatay sat\u0131c\u0131l\u0131 i\u015flem g\u00f6rd\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":17585,"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-17584","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\/17584","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=17584"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17584\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/17585"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=17584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=17584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=17584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"