Gedik Yat\u0131r\u0131m'\u0131n raporunda k\u00fcresel piyasalarda haftan\u0131n sonuna do\u011fru risk i\u015ftah\u0131n\u0131n genel olarak g\u00fc\u00e7l\u00fc seyrediyor oldu\u011fu belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
“Fed\u2019in bu hafta yapt\u0131\u011f\u0131 faiz indirimi ve ABD ekonomisine dair iyimser mesajlar\u0131 Asya borsalar\u0131n\u0131 desteklerken, MSCI Asya endeksi y\u00fckseldi ve Japonya\u2019da Topix faiz art\u0131\u015f\u0131 beklentileriyle tarihi zirveye yakla\u015ft\u0131. \u00c7in hisseleri ise 2025 i\u00e7in g\u00fc\u00e7l\u00fc yeni te\u015fvik sinyali verilmemesi nedeniyle b\u00f6lge ortalamas\u0131n\u0131n gerisinde kald\u0131.<\/p>\n
ABD\u2019de endeksler rekor seviyelerini korurken hisse baz\u0131nda belirgin bir rotasyon ya\u015fand\u0131. Dow Jones yeni zirve
\nyaparken, yat\u0131r\u0131mc\u0131lar y\u00fcksek de\u011ferlemeli teknoloji hisselerinden \u00e7\u0131karak finansal ve d\u00f6ng\u00fcsel sekt\u00f6rlere y\u00f6neldi. Oracle\u2019\u0131n zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fc ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n geri d\u00f6n\u00fc\u015f\u00fcne dair endi\u015feler teknoloji hisselerinde bask\u0131 yarat\u0131rken, banka ve \u00f6deme \u015firketleri \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Dolar endeksi Fed\u2019in g\u00fcvercin duru\u015fu ve artan i\u015fsizlik ba\u015fvurular\u0131n\u0131n etkisiyle iki ay\u0131n dip seviyelerine yak\u0131n
\nseyretti. ABD tahvil getirileri yatay kal\u0131rken, emtia taraf\u0131nda bak\u0131r rekor seviyelere yak\u0131n seyrini s\u00fcrd\u00fcrd\u00fc, alt\u0131n
\ns\u0131n\u0131rl\u0131 geri \u00e7ekildi, petrol ise dipten toparland\u0131. Genel g\u00f6r\u00fcn\u00fcmde, y\u0131l sonuna do\u011fru piyasalar\u0131n destekleyici para
\npolitikas\u0131 ortam\u0131yla pozitif seyrini korudu\u011fu, ancak teknoloji taraf\u0131nda temkinin s\u00fcrd\u00fc\u011f\u00fc g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa borsalar\u0131n\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcne pozitif bir ba\u015flang\u0131\u00e7 yapmas\u0131 bekleniyor. ABD Merkez Bankas\u0131\u2019n\u0131n son faiz indirimi ve beklenenden daha g\u00fcvercin olarak alg\u0131lanan g\u00f6r\u00fcn\u00fcm\u00fc, k\u00fcresel risk i\u015ftah\u0131n\u0131 desteklemeye devam ediyor. \u00d6nceki g\u00fcn Oracle\u2019dan gelen zay\u0131f bilan\u00e7o g\u00fcncellemesi, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011f\u0131na y\u00f6nelik endi\u015feleri yeniden g\u00fcndeme getirerek k\u00fcresel endekslerde k\u0131sa s\u00fcreli bir geri \u00e7ekilmeye yol a\u00e7m\u0131\u015ft\u0131.<\/p>\n
Avrupa cephesinde yat\u0131r\u0131mc\u0131lar, Almanya, Fransa ve \u0130spanya\u2019dan gelecek nihai kas\u0131m ay\u0131 enflasyon verileri ile
\n\u0130ngiltere\u2019nin ekim ay\u0131 GSYH rakamlar\u0131na odaklanm\u0131\u015f durumda. \u015eirket bilan\u00e7olar\u0131 taraf\u0131nda ise g\u00fcn i\u00e7inde \u00f6ne \u00e7\u0131kan \u00f6nemli bir a\u00e7\u0131klama bulunmuyor. Vadeli i\u015flemlerde Euro Stoxx 50 kontratlar\u0131 y\u00fczde 0,6, Stoxx 600 kontratlar\u0131 ise y\u00fczde 0,4 y\u00fckselerek pozitif a\u00e7\u0131l\u0131\u015fa i\u015faret ediyor.<\/p>\n
T\u00fcrkiye<\/p>\n
TCMB Para Politikas\u0131 Kurulu, beklentimiz dahilinde politika faizini 150 baz puan indirerek y\u00fczde 38 d\u00fczeyine \u00e7ekti. Karar metninde, enflasyon beklentileri ve fiyatlama davran\u0131\u015flar\u0131 iyile\u015fme i\u015faretleri g\u00f6stermekle birlikte
\ndezenflasyon s\u00fcreci a\u00e7\u0131s\u0131ndan risk unsuru olmaya devam etti\u011fi belirtildi. Di\u011fer taraftan son \u00e7eyre\u011fe ili\u015fkin \u00f6nc\u00fc
\ng\u00f6stergeler, talep ko\u015fullar\u0131n\u0131n dezenflasyon s\u00fcrecini desteklemeye devam etti\u011fine i\u015faret etti. ABD taraf\u0131nda ise
\ni\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ge\u00e7en hafta 236 bin ki\u015fi ile 2020 y\u0131l\u0131ndan itibaren en y\u00fcksek art\u0131\u015fa i\u015faret etti. A\u00e7\u0131klanan verilerin fiyatlamalar \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kald\u0131. Bug\u00fcn yurt i\u00e7inde cari i\u015flemler dengesi ve TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi a\u00e7\u0131klanacak. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,67 civar\u0131nda hafif y\u00fckseli\u015f e\u011filiminde seyrediyor.”<\/p>\n
<\/strong> \u0130stanbul, 12 Aral\u0131k (Hibya)- Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftan\u0131n sonuna do\u011fru risk i\u015ftah\u0131n\u0131n genel olarak g\u00fc\u00e7l\u00fc seyrediyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":19353,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-19352","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\/19352","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=19352"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/19352\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/19353"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=19352"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=19352"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=19352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"