{"id":18732,"date":"2025-12-11T09:00:05","date_gmt":"2025-12-11T06:00:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/11\/alnus-yatirim-bist100-endeksinin-pozitif-bir-baslangic-yapmasini-bekliyoruz"},"modified":"2025-12-11T09:00:05","modified_gmt":"2025-12-11T06:00:05","slug":"alnus-yatirim-bist100-endeksinin-pozitif-bir-baslangic-yapmasini-bekliyoruz","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/11\/alnus-yatirim-bist100-endeksinin-pozitif-bir-baslangic-yapmasini-bekliyoruz\/","title":{"rendered":"Alnus Yat\u0131r\u0131m: B\u0130ST100 endeksinin, \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda, B\u0130ST-100 endeksinin d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcne 34,98 puanl\u0131k y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131. G\u00fcn i\u00e7erisinde dalgal\u0131 bir seyir izlendi\u011fi ve kapan\u0131\u015fa do\u011fru sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 i\u015flemlerin etkili olmas\u0131yla endeksin g\u00fcn\u00fc y\u00fczde 0,40 d\u00fc\u015f\u00fc\u015fle 11.193,88 puandan tamamlad\u0131\u011f\u0131 belirtilirken, raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n<p>&#8220;B\u0130ST-100 endeksi, d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcne; 34,98 puanl\u0131k y\u00fckseli\u015fle ba\u015flad\u0131. G\u00fcn i\u00e7erisinde dalgal\u0131 seyir izleyen endekste, kapan\u0131\u015fa do\u011fru sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 i\u015flemlerin bir miktar etkili olmas\u0131yla; seans\u0131n sonunu y\u00fczde 0,40 oran\u0131ndaki d\u00fc\u015f\u00fc\u015fle, 11.193,88 puandan noktalad\u0131k.<\/p>\n<p>Endeksin i\u015flem hacmi ise; \u00f6nceki g\u00fcnk\u00fc 130,8 milyar TL d\u00fczeyinden 133,7 milyar TL\u2019ye y\u00fckseldi. Endekse puan baz\u0131nda en fazla negatif etki eden \u015firket hisseleri; 6,53 puan ile ISCTR, 5,75 puan ile YKBNK ve 5,29 puan ile AKBNK oldu.<\/p>\n<p>D\u00fcn, yurt i\u00e7i ekonomik takvimde; T\u00dc\u0130K taraf\u0131ndan a\u00e7\u0131klanan Ekim ay\u0131n\u0131n Sanayi \u00dcretimi veri seti takip edildi. Ayl\u0131k bazda g\u00f6r\u00fclen y\u00fczde 0,8 oran\u0131ndaki daralma sonras\u0131nda, y\u0131ll\u0131k bazda ge\u00e7en ayki y\u00fczde 3,0\u2019l\u00fck art\u0131\u015f seviyesinden y\u00fczde 2,2 art\u0131\u015fa geri \u00e7ekilme ger\u00e7ekle\u015fti.<\/p>\n<p>G\u00fcn i\u00e7erisinde ba\u015fka makroekonomik bir veri ak\u0131\u015f\u0131 bulunmazken, sonraki g\u00fcn\u00fcn fiyatlamas\u0131 i\u00e7in dikkatler; ak\u015fam saatlerinde k\u00fcresel taraftan gelecek olan Fed\/FOMC kararlar\u0131na \u00e7evrildi \u00c7in\u2019de a\u00e7\u0131klanan zay\u0131f enflasyon verileri ile g\u00fcne ba\u015flad\u0131\u011f\u0131m\u0131z k\u00fcresel ekonomik takvimde de, g\u00fcn\u00fcn devam\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n odak noktas\u0131nda; Fed\/FOMC faiz ve di\u011fer politika kararlar\u0131, projeksiyonlar ve Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n bas\u0131n toplant\u0131s\u0131 vard\u0131.<\/p>\n<p>Fed, beklenildi\u011fi gibi 25 baz puanl\u0131k bir faiz indirimine giderken; 2 \u00fcyenin faizlerin sabit kalmas\u0131 y\u00f6n\u00fcndeki muhalefeti dikkat \u00e7ekti. FOMC karar metninde ayr\u0131ca; Rezerv y\u00f6netimi i\u00e7in 12 Aral\u0131ktan itibaren Hazine tahvil al\u0131mlar\u0131n\u0131n ba\u015flat\u0131laca\u011f\u0131 ve ilk sat\u0131n alman\u0131n 40 Milyar Dolar civar\u0131nda olaca\u011f\u0131 belirtilirken, a\u00e7\u0131klanan 2025 ve 2026 y\u0131llar\u0131n\u0131n yeni projeksiyonlar\u0131nda; reel b\u00fcy\u00fcmede yukar\u0131 y\u00f6nl\u00fc, PCE enflasyonunda a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizeler yap\u0131l\u0131rken, faiz medyan\u0131 beklentileri ise sabit kald\u0131.<\/p>\n<p>Kararlar sonras\u0131nda d\u00fczenlenen bas\u0131n toplant\u0131s\u0131nda konu\u015fan Fed Ba\u015fkan\u0131 Jerome Powell: k\u0131sa vadeli tahvil al\u0131m\u0131n\u0131n politika oranlar\u0131n\u0131 etkili bir \u015fekilde kontrol etmeye yard\u0131mc\u0131 olaca\u011f\u0131n\u0131, ekonomik g\u00f6r\u00fcn\u00fcmde istihdam piyasas\u0131nda i\u015ften \u00e7\u0131kartmalar ve al\u0131mlar\u0131n zay\u0131f seyretti\u011fini ve daha gev\u015fek bir i\u015fg\u00fcc\u00fc piyasas\u0131 olu\u015ftu\u011funu s\u00f6yledi.<\/p>\n<p>Yeni g\u00fcnde \u015fu an i\u00e7in; ABD ve Avrupa\u2019n\u0131n vadeli endeksleri negatif bir seyir izlerken, Asya borsalar\u0131 ise kar\u0131\u015f\u0131k g\u00f6r\u00fcnt\u00fc \u00e7iziyor. B\u0130ST100 endeksinin, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; piyasalar\u0131n ana g\u00fcndeminde TCMB\/PPK faiz karar\u0131 yer alacak.<\/p>\n<p>Faiz ve olas\u0131 di\u011fer politika kararlar\u0131n\u0131n ard\u0131ndan i\u00e7 piyasalarda y\u00fcksek oynakl\u0131k olu\u015fabilece\u011fi g\u00fcnde, TCMB ve BDDK\u2019n\u0131n haftal\u0131k olarak a\u00e7\u0131klad\u0131\u011f\u0131 Para, Banka ve Menkul K\u0131ymet \u0130statistikleri de takip edilecek.<\/p>\n<p>D\u00fcn ak\u015fam a\u00e7\u0131klanan Fed\/FOMC kararlar\u0131n\u0131n yank\u0131lar\u0131n\u0131 izleyece\u011fimiz k\u00fcresel tarafta ise; ekonomik takvimde \u0130svi\u00e7re Merkez Bankas\u0131(SNB)\u2019n\u0131n faiz karar\u0131 ile ABD\u2019de a\u00e7\u0131klanacak Haftal\u0131k \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131 \u00f6ne \u00e7\u0131k\u0131yor. Di\u011fer yandan, Rusya-Ukrayna bar\u0131\u015f plan\u0131, ticaret sava\u015flar\u0131 ve jeopolitik geli\u015fmelere dair haber ak\u0131\u015flar\u0131 da; k\u00fcresel fiyatlamalar \u00fczerinde belirleyici olmaya devam edebilir.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 11 Aral\u0131k (Hibya)- Alnus Yat\u0131r\u0131m,  B\u0130ST100 endeksinin, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":18733,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-18732","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18732","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=18732"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18732\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/18733"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=18732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=18732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=18732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}