Gedik Yat\u0131r\u0131m'\u0131n raporunda, k\u00fcresel piyasalar\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n Fed\u2019in 2025 y\u0131l\u0131ndaki son faiz karar\u0131 \u00f6ncesinde temkinli pozisyon almas\u0131yla Sal\u0131 g\u00fcn\u00fc dalgal\u0131 bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fi belirtildi. ABD\u2019de S&P 500 vadeli i\u015flemlerinin yatay seyrederken, tahvil piyasas\u0131ndaki g\u00fcnlerdir s\u00fcren sat\u0131\u015f bask\u0131s\u0131 risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcledi\u011fi aktar\u0131l\u0131rken \u015funlar kaydedildi:<\/p>\n
“10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4.15 seviyesine do\u011fru geri \u00e7ekilerek iki ay\u0131n zirvesinden s\u0131n\u0131rl\u0131 gev\u015feme g\u00f6sterdi. Para piyasalar\u0131nda beklenti, bu hafta beklenen 25 baz puanl\u0131k indirimin ard\u0131ndan 2026 boyunca yaln\u0131zca iki ek indirim yap\u0131laca\u011f\u0131 y\u00f6n\u00fcnde \u015fekillendi; bu da son haftalardaki daha iyimser gev\u015feme senaryolar\u0131ndan belirgin bir geri ad\u0131m anlam\u0131na geliyor.<\/p>\n
Analistler, Fed\u2019in verece\u011fi mesajlar\u0131n k\u00fcresel tahvil piyasalar\u0131ndaki tansiyonu art\u0131rabilece\u011fine dikkat \u00e7ekerken, piyasalar Broadcom ve Oracle gibi b\u00fcy\u00fck teknoloji \u015firketlerinin bilan\u00e7olar\u0131na da odaklanm\u0131\u015f durumda. Avrupa taraf\u0131nda Stoxx 600 endeksi hafif y\u00fckselirken, \u00f6zellikle Almanya Parlamentosu\u2019nun 52 milyar Euroluk rekor askeri tedarik paketini onaylamaya yakla\u015fmas\u0131 savunma hisselerinde belirgin bir ralli yaratt\u0131; Hensoldt, Rheinmetall, BAE Systems ve Thales gibi \u015firketler g\u00fc\u00e7l\u00fc prim yapt\u0131. \u00d6te yandan yenilenebilir enerji hisseleri de hukuki engellerin kalkabilece\u011fine dair haberlerle de\u011fer kazan\u0131rken, Thyssenkrupp 2026\u2019da 800 milyon euroya kadar zarar \u00f6ng\u00f6rmesi nedeniyle sert d\u00fc\u015ferek endeksin en zay\u0131f performans\u0131n\u0131 g\u00f6sterdi.<\/p>\n
ABD Ba\u015fkan\u0131 Trump\u2019\u0131n Nvidia\u2019n\u0131n H200 \u00e7iplerini \u00c7in\u2019de onayl\u0131 m\u00fc\u015fterilere satmas\u0131na izin verece\u011fini a\u00e7\u0131klamas\u0131 teknoloji sekt\u00f6r\u00fcnde se\u00e7ici bir iyimserlik yarat\u0131rken, yat\u0131r\u0131mc\u0131lar yar\u0131n a\u00e7\u0131klanacak Fed karar\u0131nda yaln\u0131zca faiz indirimini de\u011fil, Powell\u2019\u0131n 2026 para politikas\u0131 patikas\u0131na ili\u015fkin verece\u011fi tonlamay\u0131 da yak\u0131ndan izleyecek; \u00e7\u00fcnk\u00fc bu ton, hem k\u00fcresel tahvil dinamiklerini hem de riskli varl\u0131klardaki y\u00f6n\u00fc belirleyecek kilit unsur olarak g\u00f6r\u00fcl\u00fcyor.”<\/p>\n
Raporda ayr\u0131ca \u015firketlere ili\u015fkin \u015fu bilgiler verildi:<\/p>\n
“Nvidia (NVDA) ABD Ba\u015fkan\u0131 Trump\u2019\u0131n Nvidia\u2019n\u0131n H200 GPU\u2019lar\u0131n\u0131 \u00c7in\u2019deki \u201conayl\u0131 m\u00fc\u015fterilere\u201d satmas\u0131na izin veren d\u00fczenlemeyi onaylad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan \u015firket hisseleri a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fckseldi. Trump, AMD, Intel ve di\u011fer ABD'li \u015firketleri de kapsayan bu politikan\u0131n Amerikan istihdam\u0131n\u0131, \u00fcretimini ve vergi gelirlerini destekleyece\u011fini, sat\u0131\u015f gelirlerinin y\u00fczde 25\u2019inin ABD h\u00fck\u00fcmetine aktar\u0131laca\u011f\u0131n\u0131 belirtti. Ticaret Bakanl\u0131\u011f\u0131 anla\u015fman\u0131n ayr\u0131nt\u0131lar\u0131n\u0131 sonland\u0131rma a\u015famas\u0131nda. (Olumlu)<\/p>\n
Alphabet (GOOGL), Google, kendi yapay zeka ara\u00e7lar\u0131n\u0131 kullanarak rakipleri d\u0131\u015flama ihtimali nedeniyle Avrupa Birli\u011fi taraf\u0131ndan rekabet soru\u015fturmas\u0131na tabi tutuldu. (N\u00f6tr)<\/p>\n
PepsiCo (PEP), PepsiCo, Elliott Investment Management ile, ABD \u00fcr\u00fcn portf\u00f6y\u00fcn\u00fcn y\u00fczde 20 azalt\u0131lmas\u0131n\u0131 ve uygun fiyat segmentine odaklan\u0131lmas\u0131n\u0131 i\u00e7eren bir anla\u015fmaya vard\u0131; \u015firket ayr\u0131ca maliyetleri k\u0131smak i\u00e7in i\u015ften \u00e7\u0131karmalar yapmay\u0131 planl\u0131yor. (Olumlu)”<\/p>\n
<\/strong> \u0130stanbul, 9 Aral\u0131k (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n Fed\u2019in 2025 y\u0131l\u0131ndaki son faiz karar\u0131 \u00f6ncesinde temkinli pozisyon almas\u0131yla Sal\u0131 g\u00fcn\u00fc dalgal\u0131 bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":17859,"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-17858","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\/17858","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=17858"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/17858\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/17859"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=17858"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=17858"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=17858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"