Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda “Global piyasalarda bu sabah Fed\u2019in d\u00fcnk\u00fc toplant\u0131da politika faizini 25 bp indirerek y\u00fczde 3,50\u20133,75 aral\u0131\u011f\u0131na \u00e7ekmesi ve karar metniyle verdi\u011fi \u201cs\u0131n\u0131rl\u0131 ilave gev\u015feme, temkinli duru\u015f\u201d mesaj\u0131 \u00f6ne \u00e7\u0131k\u0131yor.” ifadelerine yer verildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Karardaki belirgin ayr\u0131\u015fma (\u00e7oklu muhalif oy) 2026 patikas\u0131na dair belirsizli\u011fi korurken, e\u015fzamanl\u0131 T-bill al\u0131mlar\u0131\/likidite y\u00f6netimi vurgusu uzun vadeli faizlerde s\u0131n\u0131rl\u0131 geri \u00e7ekilmeyi destekledi. Dolar endeksi bu arka planda Ekim sonundan bu yana en d\u00fc\u015f\u00fck b\u00f6lgeye sarkarken, euro 1,17 e\u015fi\u011fine yakla\u015fan bir g\u00fc\u00e7lenme g\u00f6sterdi; Asya\u2019da ise Hong Kong Para Otoritesi Fed\u2019i izleyerek taban faizi y\u00fczde 4,00\u2019e indirdi. Wall Street kapan\u0131\u015f\u0131nda risk i\u015ftah\u0131 g\u00fc\u00e7lendi; ancak bu sabah Asya fiyatlamas\u0131nda Oracle\u2019\u0131n zay\u0131f sonu\u00e7lar\u0131 ve yapay zeka yat\u0131r\u0131mlar\u0131na ili\u015fkin k\u00e2rl\u0131l\u0131k endi\u015feleri teknoloji hisselerinde bask\u0131 yaratarak iyimserli\u011fi t\u00f6rp\u00fcl\u00fcyor.<\/p>\n
Wall Street\u2019te \u00c7ar\u015famba kapan\u0131\u015f\u0131 Fed indirimi ile pozitif: Dow +y\u00fczde 1,05, S&P 500 +y\u00fcze 0,67, Nasdaq +y\u00fczde 0,33 ve S&P yeni kapan\u0131\u015f rekorunu \u201ck\u0131l pay\u0131\u201d \u0131skalad\u0131. 10 y\u0131ll\u0131k ABD tahvil getirisi g\u00fcn sonunda y\u00fczde 4,15 seviyesine gev\u015ferken, DXY 98,6 ile dip b\u00f6lgesini test etti. \u015eirket taraf\u0131nda GE Vernova g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm ve temett\u00fc\/buyback ad\u0131mlar\u0131yla \u00e7ift haneli prim yapt\u0131; k\u00fc\u00e7\u00fck \u00f6l\u00e7ekli hisselerde Russell 2000 art arda ikinci rekorunu g\u00f6rd\u00fc. Kapan\u0131\u015f sonras\u0131 tabloda Oracle\u2019\u0131n zay\u0131f gelir ve proje ak\u0131\u015f\u0131 ve a\u011f\u0131r AI capex\u2019i vadeli endeksleri a\u015fa\u011f\u0131 \u00e7ekti; Bu sabah ABD endeks vadelileri negatif bir seyirle g\u00fcne ba\u015fl\u0131yor.<\/p>\n
Avrupa k\u0131tas\u0131nda \u00c7ar\u015famba g\u00fcn sonu resminde STOXX 600 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yatay s\u0131n\u0131rl\u0131 de\u011fi\u015fim g\u00f6sterdi; banka ve maden hisseleri g\u00f6rece g\u00fc\u00e7l\u00fc, otomotiv ve kamu hizmetleri zay\u0131f kald\u0131. G\u00fcn i\u00e7i ak\u0131\u015fta baz\u0131 perakende\/yenilenebilir enerji isimlerindeki se\u00e7ici g\u00fc\u00e7lenme \u00f6ne \u00e7\u0131karken, sigorta hisseleri ve belirli sanayi ba\u015fl\u0131klar\u0131nda k\u00e2r realizasyonu izlendi.<\/p>\n
Asya-Pasifik\u2019te sabah i\u015flemleri kar\u0131\u015f\u0131k: Nikkei teknoloji a\u011f\u0131rl\u0131kl\u0131 sat\u0131\u015flarla y\u00fczde 1 gerilerken (Oracle kaynakl\u0131 yapay zeka hisseleri bask\u0131 alt\u0131nda, SoftBank \u00f6nc\u00fcl\u00fc\u011f\u00fcnde), MSCI Asya (Japonya hari\u00e7) eksi; buna kar\u015f\u0131l\u0131k Hang Seng HKMA\u2019n\u0131n ad\u0131m\u0131 sonras\u0131 marjinal art\u0131da, ana kara \u00c7in endekslerinde se\u00e7ici kay\u0131plar var.<\/p>\n
Emtialarda g\u00f6r\u00fcn\u00fcm \u201cde\u011ferli metaller g\u00fc\u00e7l\u00fc rejimde, petrolde yatay denge\u201d: Alt\u0131n spotta Fed sonras\u0131ndaki k\u00e2r
\nrealizasyonuyla $4.200 band\u0131nda hafif a\u015fa\u011f\u0131 e\u011fimli; g\u00fcm\u00fc\u015f d\u00fcn $62,9 ile tarihi zirveyi test ettikten sonra y\u00fcksek plato \u00fczerinde seyrediyor. Petrol taraf\u0131nda Brent $62 ve WTI $58,5 seviyelerinde sakinle\u015fme s\u00fcr\u00fcyor;
\nUkrayna-Rusya bar\u0131\u015f temaslar\u0131, Venezuela yapt\u0131r\u0131m ba\u015fl\u0131klar\u0131 ve ABD stok dinamikleri fiyatlamay\u0131 s\u0131n\u0131rl\u0131 bantta
\ntutuyor.<\/p>\n
EUR\/USD<\/p>\n
EURUSD paritesi bu sabah itibar\u0131yla 1,17 e\u015fi\u011fine yak\u0131n, 1,1690 civar\u0131nda i\u015flem g\u00f6r\u00fcyor; g\u00fcn i\u00e7i bant \u015fu ana kadar 1,1686\u2013 1,1708 aral\u0131\u011f\u0131nda olu\u015fmu\u015f durumda. Son hafta ve ay performans\u0131na bakt\u0131\u011f\u0131m\u0131zda parite haftal\u0131k bazda yakla\u015f\u0131k y\u00fczde 0,3, son bir ayda ise y\u00fczde 1,3 civar\u0131nda y\u00fckseli\u015fle y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 11\u2019in \u00fczerinde euro lehine de\u011fer kazanc\u0131n\u0131 koruyor. Fed\u2019in d\u00fcn ak\u015fam politika faizini 25 baz puan indirerek y\u00fczde 3,50\u2013 3,75 aral\u0131\u011f\u0131na \u00e7ekmesi ve Powell\u2019\u0131n g\u00f6rece dengeli tonu, dolar endeksini 98,5\u201399 band\u0131nda zay\u0131f tutarken euroyu destekleyen ana makro tema olmaya devam ediyor. Teknik g\u00f6r\u00fcn\u00fcmde 1,1680 band\u0131 g\u00fcn i\u00e7i ilk destek b\u00f6lgesi, 1,1710 \u2013 1,1730 koridoru ise k\u0131sa vadeli diren\u00e7 olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Ons alt\u0131n<\/p>\n
XAUUSD paritesi 4.210\u20134.220 dolar band\u0131nda yatay seyrediyor. Fed\u2019in 25 baz puanl\u0131k faiz indirimi ve buna e\u015flik
\neden zay\u0131f dolar, k\u0131ymetli metali desteklemeyi s\u00fcrd\u00fcr\u00fcrken, karar sonras\u0131 temkinli risk i\u015ftah\u0131 nedeniyle fiyatlaman\u0131n 4.200 dolar \u00e7evresinde \u201cbekle-g\u00f6r\u201d modunda s\u0131k\u0131\u015ft\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Teknik tarafta 4.200 ve 4.150 dolar
\nseviyeleri ilk ara destekler, 4.240 ise g\u00fcn i\u00e7i diren\u00e7 olarak izlenebilir.<\/p>\n
Brent<\/p>\n
Petrol piyasas\u0131nda Brent cephesi varil ba\u015f\u0131na yakla\u015f\u0131k 62,3\u2013 62,5 dolar band\u0131nda i\u015flem g\u00f6r\u00fcyor. Son 12 ayda fiyatlar\u0131n yakla\u015f\u0131k y\u00fczde 15 gerilemi\u015f olmas\u0131 ve 58,40\u201382,63 dolar aral\u0131\u011f\u0131ndaki 52 haftal\u0131k band\u0131n alt yar\u0131s\u0131nda kal\u0131nmas\u0131, petrol piyasas\u0131nda h\u00e2l\u00e2 zay\u0131f talep ve yap\u0131sal arz fazlas\u0131 anlat\u0131s\u0131n\u0131n a\u011f\u0131r bast\u0131\u011f\u0131na i\u015faret ediyor. Bug\u00fcnk\u00fc fiyatlamada Fed\u2019in d\u00fcnk\u00fc faiz indirimiyle birlikte b\u00fcy\u00fcme beklentilerine y\u00f6nelik temkinli iyimserlik ve ABD\u2019nin yapt\u0131r\u0131ml\u0131 bir Venezuela tankerine el koydu\u011fu haberinin yaratt\u0131\u011f\u0131 jeopolitik risk primi, daha \u00f6nce g\u00f6r\u00fclen ayl\u0131k dip seviyelerden gelen k\u0131smi toparlanmay\u0131 destekliyor. Teknik a\u00e7\u0131dan 62 dolar \u00e7evresi g\u00fcn i\u00e7i pivot b\u00f6lge, 61\u201360 dolar band\u0131 k\u0131sa vadeli ana destek, yukar\u0131da 63,35 dolar b\u00f6lgesi ilk g\u00fc\u00e7l\u00fc diren\u00e7 olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
NASDAQ100<\/p>\n
Nasdaq 100 endeksi ge\u00e7ti\u011fimiz g\u00fcn\u00fc yakla\u015f\u0131k 25.776 puan civar\u0131nda kapatt\u0131. Fed\u2019in d\u00fcn ak\u015fam politika faizini 25 baz puan indirerek 3,50\u20133,75 band\u0131na \u00e7ekmesi sonras\u0131, Wall Street endeksleri sert y\u00fckselmi\u015f, S&P 500 yeni zirveye \u00e7ok yakla\u015f\u0131rken Nasdaq 100 de faiz indirimiyle desteklenen b\u00fcy\u00fcme temas\u0131 sayesinde ralliye kat\u0131lm\u0131\u015f durumda. Bununla birlikte Oracle\u2019\u0131n zay\u0131f sonu\u00e7lar\u0131n\u0131n yapay zek\u00e2 temal\u0131 hisselerde k\u00e2r realizasyonlar\u0131n\u0131 tetiklemesi, bu sabah itibar\u0131yla Nasdaq 100 vadeli kontratlar\u0131nda hafif eksi bir a\u00e7\u0131l\u0131\u015f riskine i\u015faret ederek endekste k\u0131sa vadeli oynakl\u0131\u011f\u0131 art\u0131r\u0131yor. K\u0131sa vadede geri \u00e7ekilmenin devam etmesi durumunda 25.430
\nseviyesi destek olarak takip edilebilir.”<\/p>\n
<\/strong> \u0130stanbul, 11 Aral\u0131k (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, Asya-Pasifik\u2019te sabah i\u015flemlerinin kar\u0131\u015f\u0131k oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":18745,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-18744","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\/18744","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=18744"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18744\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/18745"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=18744"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=18744"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=18744"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"