Gedik Yat\u0131r\u0131m'\u0131n raporunda, k\u00fcresel piyasalarda, ABD Merkez Bankas\u0131\u2019n\u0131n faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fcn devam etti\u011finin netle\u015fmesiyle birlikte y\u0131l sonuna y\u00f6nelik risk i\u015ftah\u0131n\u0131n belirgin \u015fekilde g\u00fc\u00e7lendi\u011fi, hisse senedi endekslerinin rekor seviyelere do\u011fru ilerledi\u011fi belirtildi. Raporda \u015fu bilgilere yer verildi:<\/p>\n
“Avrupa\u2019da Stoxx 600 ve Stoxx 50 endeksleri y\u00fckseli\u015fini s\u00fcrd\u00fcrerek yeni zirveleri test ederken, bankac\u0131l\u0131k ve perakende hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde al\u0131mlar\u0131n genele yay\u0131ld\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor; BNP Paribas, HSBC, UBS ve Barclays gibi finans hisseleri ile Adidas ve Puma gibi perakende \u015firketleri \u00f6ne \u00e7\u0131kt\u0131. Asya piyasalar\u0131 da k\u00fcresel iyimserli\u011fi takip ederek tarihi zirvelere yakla\u015f\u0131rken, ABD\u2019de S&P 500, Dow Jones ve k\u00fc\u00e7\u00fck \u00f6l\u00e7ekli hisseler yeni rekor kapan\u0131\u015flar yapt\u0131, vadeli i\u015flemlerde ise s\u0131n\u0131rl\u0131 geri \u00e7ekilmeler daha \u00e7ok kar realizasyonu olarak de\u011ferlendiriliyor.<\/p>\n
Piyasalarda sekt\u00f6r rotasyonu dikkat \u00e7ekerken, teknoloji hisseleri Broadcom\u2019un zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcyle g\u00f6rece bask\u0131 alt\u0131nda kald\u0131 ve Nasdaq 100 vadeli i\u015flemleri geriledi; buna kar\u015f\u0131n bu durum rallinin dar bir alandan ziyade daha geni\u015f bir tabana yay\u0131ld\u0131\u011f\u0131n\u0131 teyit etti. Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n enflasyonun tarifeler kaynakl\u0131 etkisinin azalaca\u011f\u0131 ve ABD ekonomisinin g\u00fc\u00e7 kazanaca\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131, 2026 i\u00e7in Fed projeksiyonlar\u0131 tek faiz indirimi g\u00f6stermesine ra\u011fmen piyasalarda iki indirim beklentisinin korunmas\u0131na yol a\u00e7t\u0131. Bu g\u00fcvercin alg\u0131 dolar endeksini iki ay\u0131n dip seviyelerine yakla\u015ft\u0131r\u0131rken, ABD 10 y\u0131ll\u0131k tahvil faizi hafif y\u00fckseli\u015fle y\u00fczde 4,17 civar\u0131nda seyretti.<\/p>\n
Emtia piyasalar\u0131nda Fed sonras\u0131 iyimserlik g\u00fc\u00e7l\u00fc bir fiyatlama yaratt\u0131; bak\u0131r yeni rekorlara ula\u015f\u0131rken sanayi metalleri genelinde al\u0131mlar h\u0131zland\u0131, alt\u0131n \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc g\u00fcn y\u00fckseldi ve g\u00fcm\u00fc\u015f tarihi zirvelerini geni\u015fletti. Petrol ise son iki ay\u0131n en d\u00fc\u015f\u00fck kapan\u0131\u015f\u0131ndan toparlanarak y\u00fckseli\u015fe ge\u00e7ti. \u00d6te yandan \u00c7in\u2019in baz\u0131 \u00e7elik \u00fcr\u00fcnleri i\u00e7in ihracat lisans\u0131 uygulamas\u0131na ge\u00e7ece\u011fini a\u00e7\u0131klamas\u0131, y\u0131l boyunca zaman zaman oynakl\u0131\u011fa neden olan ticaret gerilimlerinin tamamen ortadan kalkmad\u0131\u011f\u0131n\u0131 hat\u0131rlatarak piyasalar \u00fczerinde s\u0131n\u0131rl\u0131 da olsa temkin unsuru olu\u015fturmaya devam ediyor. “<\/p>\n
\u015eirketlere ili\u015fkin haberlerde ise \u015funlar kaydedildi:<\/p>\n
“Lululemon Athletica (LULU) hissesi, \u015firketin y\u0131l geneli beklentilerini yukar\u0131 revize etmesi, g\u00fc\u00e7l\u00fc bir 3. \u00e7eyrek performans\u0131 a\u00e7\u0131klamas\u0131 ve hisse geri al\u0131m program\u0131n\u0131 1 milyar dolar art\u0131rmas\u0131n\u0131n ard\u0131ndan sert \u015fekilde y\u00fczde 9 y\u00fckseldi. Lululemon, 2025 mali y\u0131l\u0131 i\u00e7in hisse ba\u015f\u0131na kar (EPS) beklentisini 12,92\u2013 13,02 dolar aral\u0131\u011f\u0131na y\u00fckseltti; bu tahmin piyasa beklentisinin ve \u00f6nceki \u00f6ng\u00f6r\u00fcn\u00fcn \u00fczerine \u00e7\u0131kt\u0131. Gelir beklentisi de 10,96\u201311,05 milyar dolara \u00e7\u0131kar\u0131l\u0131rken, \u015firket mevcut CEO Calvin McDonald\u2019\u0131n ocak sonunda g\u00f6revden ayr\u0131laca\u011f\u0131n\u0131 ve yeni CEO i\u00e7in aray\u0131\u015f ba\u015flat\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.(Olumlu)<\/p>\n
Broadcom (AVGO), \u015eirket beklentilerin \u00fczerinde finansal sonu\u00e7lar ve g\u00fc\u00e7l\u00fc bir gelecek g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131klamas\u0131na ra\u011fmen hisse a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde de\u011fer kaybetti. Gelirler y\u0131ll\u0131k bazda y\u00fczde 28 artarak 18 milyar dolarla rekor k\u0131rarken, yapay zeka \u00e7ip sat\u0131\u015flar\u0131 y\u00fczde 74 y\u00fckseldi; \u015firket ayr\u0131ca temett\u00fcs\u00fcn\u00fc y\u00fczde 10 art\u0131rd\u0131. Buna kar\u015f\u0131n, g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131n halihaz\u0131rda fiyatlara yans\u0131m\u0131\u015f olmas\u0131 ve y\u00fcksek beklentiler hissede sat\u0131\u015f bask\u0131s\u0131na yol a\u00e7t\u0131.(Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 12 Aral\u0131k (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda, ABD Merkez Bankas\u0131\u2019n\u0131n faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fcn devam etti\u011finin netle\u015fmesiyle birlikte y\u0131l sonuna y\u00f6nelik risk i\u015ftah\u0131n\u0131n belirgin \u015fekilde g\u00fc\u00e7lendi\u011fi, hisse senedi endekslerinin rekor seviyelere do\u011fru ilerledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":19536,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-19535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/19535","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=19535"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/19535\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/19536"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=19535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=19535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=19535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"