Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalar haftaya dalgal\u0131 bir seyirle ba\u015flarken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131n, bu hafta neredeyse kesinle\u015fmi\u015f g\u00f6r\u00fcnen Fed faiz indiriminden \u00e7ok 2026\u2019da gev\u015feme h\u0131z\u0131n\u0131n ne olaca\u011f\u0131na \u00e7evrilmi\u015f durumda oldu\u011fu belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cABD 10 y\u0131ll\u0131k tahvil faizinin Eyl\u00fcl\u2019den bu yana en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131, Avustralya Merkez Bankas\u0131\u2019n\u0131n \u015fahin uyar\u0131lar\u0131 ve Japonya\u2019da zay\u0131f tahvil talebiyle birlikte k\u00fcresel tahvil sat\u0131\u015flar\u0131n\u0131 h\u0131zland\u0131rd\u0131; MSCI d\u00fcnya endeksi hafif gerilerken, Asya borsalar\u0131 da bu temkinli havay\u0131 takip etti. Fed\u2019de enflasyonun h\u00e2l\u00e2 y\u00fcksek seyretmesi nedeniyle g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n derinle\u015fmesi, bu haftaki indirimin ard\u0131ndan 2026 sonuna kadar beklenen gev\u015feme ad\u0131mlar\u0131n\u0131n \u00fc\u00e7ten ikiye d\u00fc\u015fmesine yol a\u00e7t\u0131.<\/p>\n
ABD taraf\u0131nda hisse senetleri haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde sat\u0131\u015fla kapan\u0131rken, teknoloji cephesinde dikkatler Broadcom ve Oracle bilan\u00e7osuna \u00e7evrilmi\u015f durumda; Broadcom Microsoft ile \u00f6zel \u00e7ip g\u00f6r\u00fc\u015fmeleri sonras\u0131 rekor tazeledi. \u015eirket haberleri fiyat hareketlerini belirginle\u015ftirirken, Paramount\u2019un Skydance taraf\u0131ndan sunulan yeni teklif sonras\u0131 sert y\u00fckseli\u015fi, Confluent\u2019in IBM taraf\u0131ndan 11 milyar dolara sat\u0131n al\u0131nmas\u0131 ve Carvana\u2019n\u0131n S&P 500\u2019e eklenmesi \u00f6ne \u00e7\u0131kan geli\u015fmeler oldu.<\/p>\n
Asya\u2019da Politb\u00fcro\u2019nun i\u00e7 talebi g\u00fc\u00e7lendirme hedefiyle \u00c7in hisseleri destek bulurken, Japonya\u2019da yakla\u015fan faiz art\u0131\u015f\u0131 beklentileri tahvil faizlerini 2006\u2019dan bu yana g\u00f6r\u00fclmemi\u015f seviyelere ta\u015f\u0131d\u0131. Enerji ve emtia taraf\u0131nda petrol, son sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan dengelenirken alt\u0131n ve g\u00fcm\u00fc\u015f yatay seyretti, Bitcoin ise hafif geriledi.<\/p>\n
Avrupa hisse piyasalar\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 bu hafta Fed\u2019den beklenen faiz indirimine \u00e7evrilmi\u015f durumda; ancak 2026\u2019ya y\u00f6nelik faiz patikas\u0131ndaki artan belirsizlik risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcl\u00fcyor. ABD 10 y\u0131ll\u0131k tahvil faizinin \u00fc\u00e7 ay\u0131n zirvesine yakla\u015fmas\u0131 hisse senetleri \u00fczerinde bask\u0131 yarat\u0131rken, Avrupa cephesinde \u0130svi\u00e7re Merkez Bankas\u0131\u2019n\u0131n faizleri bu hafta y\u00fczde 0\u2019da sabit b\u0131rakmas\u0131 bekleniyor. ECB \u00fcyesi Isabel Schnabel\u2019in bir sonraki ad\u0131m\u0131n faiz art\u0131\u015f\u0131 olabilece\u011fini ima eden \u015fahin a\u00e7\u0131klamalar\u0131 piyasada temkinli bir ton yarat\u0131rken, Almanya\u2019n\u0131n Ekim ay\u0131 d\u0131\u015f ticaret verileri g\u00fcn\u00fcn \u00f6nemli makro g\u00fcndemini olu\u015fturuyor; Euro Stoxx 50 ve Stoxx 600 vadeli i\u015flemleri ise a\u00e7\u0131l\u0131\u015f \u00f6ncesinde yataydan hafif negatife do\u011fru kaym\u0131\u015f durumda.<\/p>\n
Veri ak\u0131\u015f\u0131n\u0131n sakin seyretti\u011fi g\u00fcnde kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n seyirler takip edildi. Bu hafta g\u00f6zler per\u015fembe g\u00fcnk\u00fc TCMB faiz karar\u0131nda olacak. Beklentimiz ve piyasa ortalama beklentisi 150 baz puan faiz indirimi y\u00f6n\u00fcnde. Karar metninde verilecek mesajlar yak\u0131ndan izlenecek. Yar\u0131n ise FED faiz karar\u0131 ve ekonomik projeksiyonlar a\u00e7\u0131klanacak.<\/p>\n
FED Ba\u015fkan\u0131 J. Powell\u2019\u0131n verece\u011fi mesajlar yak\u0131ndan takip edilecek olup, piyasa beklentisi ise o tarafta 25 baz puanl\u0131k faiz indirimi y\u00f6n\u00fcnde. Bug\u00fcn yurt i\u00e7erisinde veri ak\u0131\u015f\u0131 sakin seyredecek. ABD taraf\u0131nda JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131 izlenecek. A\u00e7\u0131klanacak verilerin fiyatlamalar \u00fczerinde anlaml\u0131 bir etkisinin olmas\u0131n\u0131n beklemiyoruz. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,54 civar\u0131nda yatay seyirler izliyor. Dolar endeksi ise 99,05 civar\u0131nda bulunuyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 9 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, bu hafta g\u00f6zlerin per\u015fembe g\u00fcnk\u00fc T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) faiz karar\u0131nda olaca\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":17651,"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-17650","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\/17650","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=17650"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17650\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/17651"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=17650"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=17650"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=17650"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"