Gedik Yat\u0131r\u0131m'\u0131n raporunda “Fed\u2019in faiz indirimi sonras\u0131 k\u00fcresel piyasalarda g\u00f6r\u00fclen rallinin etkisi, Oracle\u2019\u0131n beklentileri kar\u015f\u0131lamayan sonu\u00e7lar\u0131 sonras\u0131 teknoloji hisselerine yay\u0131lan sat\u0131\u015f dalgas\u0131 nedeniyle h\u0131zla kayboldu.” ifadelerine yer verildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Nasdaq 100 vadeli kontratlar\u0131 y\u00fczde 1,6\u2019ya varan d\u00fc\u015f\u00fc\u015f ya\u015farken, Asya\u2019da teknoloji hisselerindeki sat\u0131\u015flar b\u00f6lgesel endeksi negatife \u00e7ekti; S&P 500 vadeli i\u015flemleri de y\u00fczde 1,1 geriledi. Yapay zeka temal\u0131 yat\u0131r\u0131mlar\u0131n \u00f6nemli barometresi olan Oracle\u2019\u0131n bulut gelirlerinin analist tahminlerinin alt\u0131nda kalmas\u0131 hisseyi seans sonras\u0131 y\u00fczde 10\u2019dan fazla a\u015fa\u011f\u0131 \u00e7ekti ve risk i\u015ftah\u0131ndaki zay\u0131fl\u0131\u011f\u0131n bir di\u011fer g\u00f6stergesi olarak Bitcoin de y\u00fczde 3\u2019ten fazla de\u011fer kaybetti. Bu sat\u0131\u015flar, bir g\u00fcn \u00f6nce S&P 500\u2019\u00fcn Fed\u2019in \u00fc\u00e7\u00fcnc\u00fc kez \u00fcst \u00fcste faiz indirmesi ve Powell\u2019\u0131n enflasyon \u00fczerindeki tarife etkisinin azalmas\u0131yla ekonomiye dair iyimser mesajlar vermesi sonras\u0131 t\u00fcm zamanlar\u0131n zirvesine yakla\u015fan y\u00fckseli\u015fi izledi; ancak karar \u00fc\u00e7 \u00fcyenin kar\u015f\u0131 oyuyla 2019\u2019dan beri g\u00f6r\u00fclmeyen bir g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131na sahne oldu. Japonya\u2019da 20 y\u0131ll\u0131k tahvil ihalesine 2020\u2019den beri en g\u00fc\u00e7l\u00fc talep gelirken, y\u00fckselen getiriler ve olas\u0131 BoJ faiz art\u0131\u015f\u0131 beklentileri fiyatlamalar\u0131 \u015fekillendiriyor. Dolar endeksi hafif toparlan\u0131rken, ABD\u2019nin Venezuela a\u00e7\u0131klar\u0131nda yapt\u0131r\u0131ml\u0131 bir tankere el koymas\u0131 petrol piyasalar\u0131nda jeopolitik riskleri g\u00fcndeme ta\u015f\u0131d\u0131. ABD tahvilleri Fed\u2019in bilan\u00e7o geni\u015fletici \u00f6nlem sinyalleriyle ralli yaparken, \u00f6zellikle iki y\u0131ll\u0131k getirideki d\u00fc\u015f\u00fc\u015f dikkat \u00e7ekti. \u00d6te yandan Powell\u2019\u0131n keskin i\u00e7 ayr\u0131\u015fmalara ra\u011fmen faiz indirimi karar\u0131 almas\u0131, Fed i\u00e7inde artan g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131n\u0131n 2026\u2019da yeni ba\u015fkan d\u00f6neminde daha belirgin hale gelebilece\u011fi yorumlar\u0131na yol a\u00e7t\u0131. Powell, istihdam piyasas\u0131n\u0131 dengelemek i\u00e7in yeterince aksiyon ald\u0131klar\u0131n\u0131 ve enflasyon \u00fczerinde bask\u0131 yaratacak \u00f6l\u00e7\u00fcde s\u0131k\u0131 duru\u015fun s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtirken, \u00f6n\u00fcm\u00fczdeki ekonomik verilerin \u00f6nemini vurgulad\u0131.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Per\u015fembe g\u00fcn\u00fc Avrupa borsalar\u0131n\u0131n, Fed\u2019in faiz indirimi ve beklenenden daha az \u015fahin bir mesaj vermesine ra\u011fmen hafif sat\u0131c\u0131l\u0131 bir a\u00e7\u0131l\u0131\u015fa haz\u0131rland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Oracle\u2019\u0131n zay\u0131f \u00e7eyreklik sonu\u00e7lar\u0131, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011f\u0131na ili\u015fkin soru i\u015faretlerini yeniden art\u0131rarak teknoloji hisseleri \u00fczerinde bask\u0131 yaratmas\u0131 bekleniyor. Avrupa taraf\u0131nda \u0130svi\u00e7re Merkez Bankas\u0131\u2019n\u0131n politika faizini y\u00fczde 0 seviyesinde sabit b\u0131rakmas\u0131 beklenirken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 gelecek haftaki Avrupa Merkez Bankas\u0131 toplant\u0131s\u0131na \u00e7evrilmi\u015f durumda. Piyasalar ECB\u2019nin faizi y\u00fczde 2\u2019de tutmas\u0131n\u0131 ve enflasyon ile b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn beklentilerle uyumlu seyretmesi nedeniyle bu duru\u015fu 2026\u2019ya kadar korumas\u0131n\u0131 bekliyor. \u00d6n piyasa i\u015flemlerinde Euro Stoxx 50 ve Stoxx 600 vadeli kontratlar\u0131 yakla\u015f\u0131k y\u00fczde 0,1 gerileyerek Avrupa a\u00e7\u0131l\u0131\u015f\u0131nda temkinli bir risk i\u015ftah\u0131na i\u015faret ediyor.<\/p>\n
T\u00fcrkiye<\/p>\n
Yurt i\u00e7inde sanayi \u00fcretimi ekimde ayl\u0131k y\u00fczde 0,8 azal\u0131\u015f kaydederken, y\u0131ll\u0131k art\u0131\u015f ise y\u0131ll\u0131k y\u00fczde 2,2 olarak ger\u00e7ekle\u015fti. ABD\u2019de FED, piyasa beklentisi dahilinde politika faizini 25 baz puan indirerek y\u00fczde 3,50 \u2013 3,75 aral\u0131\u011f\u0131na \u00e7ekti. Ekonomik projeksiyonlarda 2026 y\u0131l\u0131 i\u00e7in \u00e7ekirdek PCE tahmini y\u00fczde 2,6\u2019dan y\u00fczde 2,5\u2019e gerilerken, b\u00fcy\u00fcme tahmini ise y\u00fczde 1,8\u2019den y\u00fczde 2,3\u2019e \u00e7\u0131kt\u0131. 2026 y\u0131l\u0131 i\u00e7in tek faiz indirimi beklentisi korundu. FED, 12 Aral\u0131k\u2019tan itibaren ayda 40 milyar dolarl\u0131k hazine bonosu al\u0131m\u0131na ba\u015flayaca\u011f\u0131n\u0131 duyurdu. Karar\u0131n fiyatlamalara etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, dolar endeksi zay\u0131flad\u0131. Bug\u00fcn TCMB faiz karar\u0131n\u0131 a\u00e7\u0131klayacak. Beklentimiz politika faizinin 150 baz puan indirilerek y\u00fczde 38\u2019e \u00e7ekilmesi y\u00f6n\u00fcnde. TCMB faiz karar\u0131 \u00f6ncesi dolar\/TL, bu sabah saat 08:00 itibariyle 42,61 civar\u0131nda bulunuyor.”<\/p>\n
<\/strong> \u0130stanbul, 11 Aral\u0131k (Hibya)- Gedik Yat\u0131r\u0131m, Asya\u2019da teknoloji hisselerindeki sat\u0131\u015flar\u0131n b\u00f6lgesel endeksi negatife \u00e7ekti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":18779,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-18778","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\/18778","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=18778"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18778\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/18779"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=18778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=18778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=18778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"