Gedik Yat\u0131r\u0131m'\u0131n raporunda “K\u00fcresel piyasalarda temkinli seyir devam ederken, yat\u0131r\u0131mc\u0131lar bug\u00fcn ger\u00e7ekle\u015fecek beklenen Fed faiz indiriminin ard\u0131ndan 2026 i\u00e7in a\u00e7\u0131klanacak politika patikas\u0131na odaklanm\u0131\u015f durumda.” ifadelerine yer verildi. Raporda \u015funlar kaydedildi:<\/p>\n
“ABD endeks vadeli i\u015flemleri yatay seyrederken, kar\u0131\u015f\u0131k ekonomik veriler ve Fed i\u00e7indeki g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 fiyatlamalar\u0131 s\u0131n\u0131rl\u0131yor; Avrupa\u2019da Stoxx 600 hafif ekside, Asya piyasalar\u0131 ise kar\u0131\u015f\u0131k kapand\u0131. ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,20 ile Eyl\u00fcl ba\u015f\u0131ndan bu yana en y\u00fcksek seviyeye y\u00fckselirken, k\u00fcresel olarak faiz indirim d\u00f6ng\u00fclerinin sona yakla\u015ft\u0131\u011f\u0131na dair beklentiler uzun vadeli tahvil getirilerini 16 y\u0131l\u0131n zirvesine ta\u015f\u0131d\u0131.<\/p>\n
Son veriler ABD ekonomisinin Fed\u2019in istedi\u011fi y\u00f6nde so\u011fudu\u011funu, ancak daha h\u0131zl\u0131 faiz indirimini gerektirecek kadar zay\u0131f olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor; enflasyon d\u00fc\u015f\u00fc\u015fte ama h\u00e2l\u00e2 hedefin \u00fczerinde, istihdam piyasas\u0131 diren\u00e7li. Bu nedenle piyasalar, Fed\u2019den daha net bir y\u00f6nlendirme bekliyor. Ayn\u0131 zamanda Oracle\u2019\u0131n bilan\u00e7osu, teknoloji de\u011ferlemeleri ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n geri d\u00f6n\u00fc\u015f\u00fcne dair soru i\u015faretleri nedeniyle yak\u0131ndan izlenecek.<\/p>\n
Asya\u2019da \u00c7in gayrimenkul hisseleri, Pekin\u2019den yeni te\u015fvik beklentileri ve Vanke\u2019nin bor\u00e7 g\u00f6r\u00fc\u015fmelerine ili\u015fkin olumlu sinyallerle y\u00fckseldi. G\u00fcm\u00fc\u015f fiyatlar\u0131 arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 ve Fed\u2019den gelecek gev\u015feme beklentileriyle rekor seviyelere t\u0131rmand\u0131.<\/p>\n
Euro, Fed karar\u0131 \u00f6ncesi dolar zay\u0131fl\u0131\u011f\u0131 ve ECB \u00fcyelerinden gelen \u015fahin s\u00f6ylemler ile 1,165 \u00fczerinde istikrar\u0131n\u0131 korurken; ECB\u2019nin ek indirim yapmayabilece\u011fine dair a\u00e7\u0131klamalar euroyu destekledi. Fransa\u2019da sosyal g\u00fcvenlik b\u00fct\u00e7esinin k\u0131l pay\u0131 onaylanmas\u0131 siyasi riskleri bir miktar azalt\u0131rken, Avrupa endeksleri g\u00fcn i\u00e7inde negatife d\u00f6nd\u00fc.<\/p>\n
Avrupa taraf\u0131nda, STOXX 50 ve STOXX 600, Fed belirsizli\u011fi nedeniyle zay\u0131f a\u00e7\u0131l\u0131\u015f\u0131n ard\u0131ndan ekside seyrederken, \u015firket haberleri \u00f6ne \u00e7\u0131kt\u0131: Aegon yakla\u015f\u0131k y\u00fczde 8 d\u00fc\u015ferken, Siemens Energy y\u00fczde 4,4 y\u00fckseldi; Ocado, ASML ve HSBC de g\u00fcn\u00fcn g\u00fc\u00e7l\u00fc isimleri oldu.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
GE Vernova (GEV), \u015eirketin temett\u00fcs\u00fcn\u00fc ikiye katlamas\u0131, hisse geri al\u0131m program\u0131n\u0131 6 milyar $\u2019dan 10 milyar $\u2019a \u00e7\u0131karmas\u0131 ve New York yat\u0131r\u0131mc\u0131 g\u00fcn\u00fcnde finansal hedeflerini y\u00fckseltmesi sonras\u0131 hisseler y\u00fczde 6 de\u011fer kazand\u0131. CEO Scott Strazik, \u015firketin \u00f6nemli bir de\u011fer yaratma s\u00fcrecinin erken a\u015famas\u0131nda oldu\u011funu s\u00f6yledi. (Olumlu)<\/p>\n
Adecoagro (AGRO), \u015eirketin 300 milyon $\u2019l\u0131k halka arz ba\u015flatmas\u0131 sonras\u0131 hisseler sert \u015fekilde y\u00fczde 11 d\u00fc\u015ft\u00fc. (Olumsuz)<\/p>\n
AeroVironment (AVAV) hisseleri \u015firketin gelirleri y\u0131ll\u0131k bazda y\u00fczde 150\u2019den fazla artmas\u0131na ra\u011fmen beklentilerin alt\u0131nda kalan 2026 g\u00f6r\u00fcn\u00fcm\u00fc nedeniyle geriledi. 2026 i\u00e7in gelir tahmini 1.95\u20132.0 milyar $ aral\u0131\u011f\u0131nda (orta nokta tahminlerin alt\u0131nda), net zarar 38\u201330 milyon $, FAV\u00d6K 300\u2013 320 milyon $, hisse ba\u015f\u0131 zarar 0.76\u20130.61 $, d\u00fczeltilmi\u015f EPS ise 3.40\u2013 3.55 $ olarak a\u00e7\u0131kland\u0131. (Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 10 Aral\u0131k (Hibya)- Gedik Yat\u0131r\u0131m, g\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131n arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 ve Fed\u2019den gelecek gev\u015feme beklentileriyle rekor seviyelere t\u0131rmand\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":18353,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-18352","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18352","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=18352"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18352\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/18353"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=18352"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=18352"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=18352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"