Marba\u015f Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta \u0130yimserle\u015fen enflasyon ve faiz beklentileri \u00e7er\u00e7evesinde i\u015ftah kazanma \u00e7abas\u0131 s\u00fcrd\u00fc.” ifadeleri kullan\u0131ld\u0131. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“TCMB\u2019nin kredi kart\u0131 faizlerine y\u00f6nelik ald\u0131\u011f\u0131 aksiyonu \u00f6nemli buluyoruz. Bankac\u0131l\u0131k sekt\u00f6r\u00fc i\u00e7in bir problem olu\u015fturmaz. Net \u00fccret ve komisyondan gidecek kalem t\u00fcketim kaynakl\u0131 \u00fcst taraftan kompanse edilmeye devam edilir. Teknoloji perakende ve e-ticaret \u015firketlerinin bu husustan duyarl\u0131 olmalar\u0131 nedeniyle ilave k\u0131sa vadeli kataliz\u00f6r olarak kar\u015f\u0131m\u0131za \u00e7\u0131kabilir. 2025 4.\u00e7eyrek endeks ve pazar de\u011fi\u015fim tahminlerimizi seans \u00f6ncesi yay\u0131nl\u0131yor olaca\u011f\u0131z. Yeni g\u00fcnde TR-VIX 25, CDS 20 baz puan a\u015fa\u011f\u0131da i\u015flem g\u00f6r\u00fcyor. 11350\u2019yi a\u015fabilirsek h\u0131zl\u0131ca 11600 tepesine y\u00f6nelebiliriz. 11250 \u00fczeri her kapan\u0131\u015f kademeli \u015fekilde bizi 12 bine y\u00f6nlendirecektir. 11 bini destek olarak tutmay\u0131 s\u00fcrd\u00fcrece\u011fiz.<\/p>\n
ABD piyasalar\u0131nda Cuma g\u00fcn\u00fc ABD piyasalar\u0131 zay\u0131f seyretti. Risk i\u015ftah\u0131, Broadcom\u2019un beklentilerin alt\u0131nda kalan \u00f6ng\u00f6r\u00fclerinin yapay zeka ticaretine y\u00f6nelik endi\u015feleri art\u0131rmas\u0131n\u0131n ard\u0131ndan teknoloji hisselerine kar\u015f\u0131 temkinli kalmaya devam etti. Trump, yak\u0131nda yeni Fed ba\u015fkan\u0131n\u0131 se\u00e7ece\u011fini ve se\u00e7ilecek ki\u015finin faiz oranlar\u0131n\u0131n d\u00fc\u015fmesini g\u00f6rmek isteyen biri olaca\u011f\u0131n\u0131 vurgulad\u0131. Enflasyonun \u015fu anda 'n\u00f6tralize edildi\u011fini' belirten Trump, deflasyonun ise bir\u00e7ok a\u00e7\u0131dan enflasyondan daha k\u00f6t\u00fc oldu\u011funu ve kimsenin deflasyon istemeyece\u011fini dile getirdi. Yeni g\u00fcnde tepki al\u0131mlar\u0131 takip ediyoruz.<\/p>\n
Asya-Pasifik\u2019te sat\u0131\u015f bask\u0131s\u0131 takip ediyoruz. \u00c7in\u2019in ekonomik faaliyetleri kas\u0131m ay\u0131nda ivme kaybetti. Ulusal \u0130statistik B\u00fcrosu\u2019nun verilerine g\u00f6re sanayi \u00fcretimi y\u0131ll\u0131k bazda y\u00fczde 4,8 art\u0131\u015f g\u00f6sterdi. Bu oran ekim ay\u0131ndaki y\u00fczde 4,9\u2019luk art\u0131\u015f\u0131n alt\u0131nda kal\u0131rken, ekonomistlerin y\u00fczde 5,0 beklentisini de kar\u015f\u0131lamad\u0131. Ayl\u0131k bazda sanayi \u00fcretimi y\u00fczde 0,44 y\u00fckseldi. T\u00fcketici aktivitesinin \u00f6nemli bir g\u00f6stergesi olan perakende sat\u0131\u015flar, bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 1,3 artarak Ekim ay\u0131ndaki y\u00fczde 2,9'luk y\u00fckseli\u015ften belirgin bir yava\u015flama kaydetti ve ekonomistlerin y\u00fczde 2,8 b\u00fcy\u00fcme tahminini b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ka\u00e7\u0131rd\u0131. Ayl\u0131k bazda \u00c7in'in perakende sat\u0131\u015flar\u0131 ge\u00e7en ay y\u00fczde 0,42 d\u00fc\u015ft\u00fc. Y\u0131l\u0131n ilk 11 ay\u0131nda sabit varl\u0131k yat\u0131r\u0131m\u0131, bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 2,6 azalarak 2025'in ilk 10 ay\u0131nda bildirilen y\u00fczde 1,7'lik d\u00fc\u015f\u00fc\u015ften k\u00f6t\u00fcle\u015fti. Ekonomistler Ocak-Kas\u0131m d\u00f6nemi i\u00e7in y\u00fczde 2,4'l\u00fck bir d\u00fc\u015f\u00fc\u015f \u00f6ng\u00f6rm\u00fc\u015ft\u00fc. \u0130\u015fsizlik oran\u0131 ise y\u00fczde 5,1\u2019de sabit kald\u0131. Ekonomik aktiviteye dair endi\u015feler \u00f6n\u00fcm\u00fczdeki d\u00f6nemde daha fazla artmas\u0131na sebep olacak veri setini b\u00f6ylelikle g\u00f6rm\u00fc\u015f olduk.<\/p>\n
Avrupa cephesinde jeopolitik ve ekonomik geli\u015fmeler piyasalar\u0131n oda\u011f\u0131nda kalmaya devam ediyor. Ukrayna Devlet Ba\u015fkan\u0131 Zelenskiy, bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin ba\u015far\u0131s\u0131z olmas\u0131 ihtimaline ra\u011fmen sava\u015f\u0131 sona erdirmek i\u00e7in diplomatik \u00e7abalar\u0131n s\u00fcrd\u00fcr\u00fclmesi gerekti\u011fini vurgularken, sava\u015f devam ederken devlet ba\u015fkanl\u0131\u011f\u0131 se\u00e7imlerinin yap\u0131labilmesi i\u00e7in parlamentoyla \u00e7al\u0131\u015fmalara ba\u015fland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. \u0130ngiltere taraf\u0131nda ise emlak piyasas\u0131na ili\u015fkin zay\u0131f sinyaller dikkat \u00e7ekiyor; Rightmove verilerine g\u00f6re yeni konutlar i\u00e7in istenen fiyatlar Aral\u0131k ba\u015f\u0131na kadar olan d\u00f6rt haftada ayl\u0131k y\u00fczde 1,8 gerilerken, y\u0131ll\u0131k bazda y\u00fczde 0,6 d\u00fc\u015f\u00fc\u015f kaydetti. S\u00f6z konusu zay\u0131fl\u0131kta, h\u00fck\u00fcmetin a\u00e7\u0131klad\u0131\u011f\u0131 ve 2028\u2019den itibaren 2 milyon sterlin \u00fczeri konutlara y\u0131ll\u0131k vergi getiren b\u00fct\u00e7enin yaratt\u0131\u011f\u0131
\nbelirsizlik etkili olurken, Rightmove 2026 y\u0131l\u0131nda fiyatlar\u0131n yakla\u015f\u0131k y\u00fczde 2 artmas\u0131n\u0131 bekliyor. \u00d6te yandan, \u00f6n\u00fcm\u00fczdeki \u00e7ar\u015famba a\u00e7\u0131klanacak olan \u0130ngiltere T\u00fcketici Fiyat Endeksi verisi, BoE\u2019nin para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenecek. K\u0131ta genelinde ise \u201cBrussels Effect\u201d olarak adland\u0131r\u0131lan Avrupa\u2019n\u0131n k\u00fcresel d\u00fczenleyici g\u00fcc\u00fcn\u00fcn etkinli\u011fi sorgulan\u0131rken, Almanya\u2013\u00c7in ticaret ili\u015fkilerinde yeni ve daha temkinli bir denge aray\u0131\u015f\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Emtialar al\u0131m i\u015ftah\u0131 s\u00fcr\u00fcyor. Ons Alt\u0131n 4360, G\u00fcm\u00fc\u015f 63 ve Brent Petrol 61 dolardan al\u0131c\u0131l\u0131 i\u015flem g\u00f6r\u00fcyor. \u00c7in\u2019den gelen zay\u0131f ekonomik veriler, talep endi\u015felerini k\u00f6r\u00fckleyerek \u015eanghay bak\u0131r fiyatlar\u0131n\u0131n rekor seviyelerinden geri \u00e7ekilmesine neden oldu. Bu durum, metal piyasalar\u0131nda genel bir d\u00fc\u015f\u00fc\u015f e\u011filimine yol a\u00e7arken, di\u011fer metaller de benzer hareketler sergiledi.”<\/p>\n
<\/strong> \u0130stanbul, 15 Aral\u0131k (Hibya)- Marba\u015f Menkul De\u011ferler, \u00c7in\u2019in ekonomik faaliyetlerinin Kas\u0131m ay\u0131nda ivme kaybetti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":20252,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-20251","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\/20251","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=20251"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/20251\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/20252"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=20251"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=20251"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=20251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"