Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda “Haftaya k\u00fcresel \u00f6l\u00e7ekte \u201cmerkez bankalar\u0131 haftas\u0131\u201d temas\u0131nda giriyoruz: ABD\u2019de h\u00fck\u00fcmet kapanmas\u0131 nedeniyle ertelenen kas\u0131m istihdam ve T\u00dcFE verileri bu hafta a\u00e7\u0131klanacak; ayn\u0131 periyotta ECB, BoE, BOJ, Riksbank ve Norges toplant\u0131lar\u0131 g\u00fcndemde.” ifadelerine yer verildi.\u00a0<\/p>\n
Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Asya a\u00e7\u0131l\u0131\u015f\u0131nda temkin a\u011f\u0131r bast\u0131; MSCI Asya (Japonya hari\u00e7) yakla\u015f\u0131k y\u00fczde 1 gerilerken Kospi\u2019de d\u00fc\u015f\u00fc\u015f y\u00fczde 2,7\u2019ye kadar geni\u015fledi. S&P 500 e-mini vadelileri sabah saatlerinde yakla\u015f\u0131k y\u00fczde 0,3 art\u0131da, ABD 10
\ny\u0131ll\u0131k getiri y\u00fczde 4,18 etraf\u0131nda dalgal\u0131. \u00c7in emlak taraf\u0131nda Vanke\u2019nin vadeyi uzatma oylamas\u0131nda yeterli onay
\nalamamas\u0131 sekt\u00f6re ili\u015fkin kayg\u0131lar\u0131 tazeledi; Japonya\u2019da ise Tankan anketinin d\u00f6rt y\u0131l\u0131n zirvesine i\u015faret etmesi BOJ\u2019un Aral\u0131k toplant\u0131s\u0131nda 25 bp art\u0131r\u0131mla y\u00fczde 0,75\u2019e \u00e7\u0131kabilece\u011fi beklentisini g\u00fc\u00e7l\u00fc tutuyor.<\/p>\n
Wall Street\u2019te Cuma kapan\u0131\u015f\u0131 teknoloji a\u011f\u0131rl\u0131kl\u0131 sat\u0131\u015flarla kar\u0131\u015f\u0131k seyretti; Oracle ve Broadcom kaynakl\u0131 \u201cyapay zek\u00e2 k\u00e2rl\u0131l\u0131\u011f\u0131\u201d tart\u0131\u015fmas\u0131 Nasdaq\u2019\u0131 a\u015fa\u011f\u0131 \u00e7ekerken S&P 500 de geriledi, buna kar\u015f\u0131l\u0131k Dow s\u0131n\u0131rl\u0131 y\u00fckseldi. Per\u015fembe g\u00fcn\u00fc g\u00f6r\u00fclen Dow ve S&P 500 rekorlar\u0131 ile Cuma g\u00fcnk\u00fc teknoloji bask\u0131s\u0131 yan yana geldi\u011finde resim, \u201cFed sonras\u0131 gev\u015feyen finansal ko\u015fullar ve AI harcama \u00e7evrimi\u201d ekseninde selektif pozisyonlanmaya i\u015faret ediyor. Yeni haftaya girerken ABD endeks vadelileri hafif art\u0131da; y\u00f6n\u00fc, gecikmeli a\u00e7\u0131klanacak istihdam ve T\u00dcFE ile BOJ\/BoE mesajlar\u0131 tayin edecek.<\/p>\n
Avrupa cephesinde son i\u015flem g\u00fcn\u00fcnde STOXX 600\u2019deki tablo, Wall Street\u2019teki teknoloji bask\u0131s\u0131n\u0131n yans\u0131mas\u0131yla
\nsindirme evresine d\u00f6nd\u00fc; teknoloji hisseleri zay\u0131flarken bankalar ve baz\u0131 sanayi ba\u015fl\u0131klar\u0131 g\u00f6rece diren\u00e7li kald\u0131.
\nSekt\u00f6rel anlat\u0131da bankalara y\u00f6nelik 2026\u2019da yapay zek\u00e2 kaynakl\u0131 verimlilik\/k\u00e2rl\u0131l\u0131k beklentileri pozitif tema olmaya devam ederken, k\u0131sa vadede merkez bankalar\u0131 ileti\u015fimi ve ABD verileri a\u00e7\u0131l\u0131\u015f tonunu belirleyecek.<\/p>\n
Asya-Pasifik\u2019te sabah i\u015flemleri \u201cBOJ normalle\u015fmesi ve \u00c7in emlak ba\u015fl\u0131klar\u0131n\u0131n s\u00fcr\u00fckledi\u011fi ihtiyat\u201d \u00e7er\u00e7evesinde ilerliyor. Nikkei Tankan\u2019daki iyile\u015fmeye ra\u011fmen sat\u0131c\u0131l\u0131 seyrederken, Hong Kong\/anakara \u00c7in endekslerinde emlak zincirindeki k\u0131r\u0131lganl\u0131klar\u0131n ve teknoloji taraf\u0131ndaki global bask\u0131n\u0131n izleri g\u00f6r\u00fcl\u00fcyor. Bu sabah gelen \u00c7in verilerinde Perakende Sat\u0131\u015flar y\u0131ll\u0131k bazda y\u00fczde 1,3 artarak pandemiden bu yana en d\u00fc\u015f\u00fck art\u0131\u015fa i\u015faret etti, sanayi \u00fcretimi ayn\u0131 d\u00f6nemde y\u00fczde 4,8 art\u0131\u015fla beklentilerin alt\u0131nda kal\u0131rken, sabit sermaye yat\u0131r\u0131mlar\u0131 -y\u00fczde 2,6
\noran\u0131nda beklentilerin \u00fczerinde darald\u0131.<\/p>\n
G\u00fc\u00e7l\u00fc kalan emtia cephesinde alt\u0131n spotta $4.320 civar\u0131nda be\u015finci g\u00fcnde de y\u00fckseli\u015fini geni\u015fletti; g\u00fcm\u00fc\u015f ge\u00e7en haftaki $64 rekoru ard\u0131ndan y\u00fcksek plato \u00fczerinde dengeli. Petrol taraf\u0131nda ABD\u2013Venezuela hatt\u0131ndaki gerilim ve m\u00fcnferit rafineri haberleri e\u015fli\u011finde Brent $61,5\/ WTI $57,8 band\u0131nda s\u0131n\u0131rl\u0131 toparlanma izleniyor; 2026 fazlas\u0131 temas\u0131 ise orta vadede tavan yap\u0131c\u0131. Bak\u0131rda Kas\u0131m sonunda g\u00f6r\u00fclen $11.200\/ton rekor b\u00f6lge korunurken, LME stok kompozisyonunda \u00c7in men\u015feli metal pay\u0131n\u0131n y\u00fckselmesi ticaret ak\u0131mlar\u0131ndaki yeniden dengelenmeyi teyit ediyor; platin\/paladyumda y\u00f6n, dolar ve getiri patikas\u0131na duyarl\u0131 olmaya devam ediyor.<\/p>\n
EUR\/USD<\/p>\n
EURUSD, Fed\u2019in ge\u00e7ti\u011fimiz hafta 25 baz puanl\u0131k faiz indirimi ve dolar endeksindeki zay\u0131flama sonras\u0131nda 1,17
\nb\u00f6lgesinde dengelenmi\u015f durumda; parite son bir haftay\u0131 1,1620\u20131,1760 band\u0131nda ge\u00e7irirken bu sabah 1,1730
\ncivar\u0131nda fiyatlan\u0131yor. Haftaya giri\u015fte veri ak\u0131\u015f\u0131nda ABD imalat ve konut g\u00f6stergeleri \u00f6ne \u00e7\u0131karken, devam\u0131nda
\ngelecek istihdam ve enflasyon verileri paritenin 1,17\u20131,18 band\u0131ndaki y\u00f6n\u00fcn\u00fc belirleyici olacak. Olas\u0131 geri
\n\u00e7ekilmelerde 1,1680 b\u00f6lgesi \u00f6nemli destek olarak takip edilebilir.<\/p>\n
Ons alt\u0131n<\/p>\n
Ons alt\u0131n, Fed\u2019in faiz indirimiyle zay\u0131flayan dolar ve gerileyen ABD tahvil getirilerinin deste\u011fiyle haftaya 4.320\u2013
\n4.330 dolar band\u0131nda, y\u0131l ba\u015f\u0131na g\u00f6re yakla\u015f\u0131k y\u00fczde 60\u2019\u0131n \u00fczerinde primle ba\u015fl\u0131yor. Ons alt\u0131n erken Avrupa
\ni\u015flemlerinde 4.325 dolar\u0131n \u00fczerinde son yedi haftan\u0131n en y\u00fcksek seviyelerini test ederken, faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fcn devam edebilece\u011fi beklentisi ve artan g\u00fcvenli liman talebi fiyat\u0131 yukar\u0131 ta\u015f\u0131yor. Teknik g\u00f6stergeler g\u00fc\u00e7l\u00fc \u201cal\u0131\u015f\u201d sinyali \u00fcretmeye devam ediyor; g\u00fcn i\u00e7i i\u00e7in 4.300 dolar b\u00f6lgesi \u00f6nemli ara destek, daha a\u015fa\u011f\u0131da 4.240 dolar ana destek olarak izlenirken, 4.380-4.400 band\u0131 diren\u00e7 b\u00f6lgesi olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Brent<\/p>\n
Brent petrol, ge\u00e7en haftaki yakla\u015f\u0131k y\u00fczde 4\u2019l\u00fck de\u011fer kayb\u0131n\u0131n ard\u0131ndan yeni haftaya tepki al\u0131mlar\u0131yla 61,4 dolar civar\u0131nda, son bir y\u0131la g\u00f6re yakla\u015f\u0131k y\u00fczde 17 a\u015fa\u011f\u0131da ba\u015fl\u0131yor. Fiyatlardaki toparlanmada ABD\u2019nin Venezuela ba\u011flant\u0131l\u0131 bir tankere el koymas\u0131 ve Rus petrol\u00fcn\u00fc ta\u015f\u0131yan g\u00f6lge filoya y\u00f6nelik sald\u0131r\u0131 haberleriyle jeopolitik arz risklerinin yeniden g\u00fcndeme gelmesi etkili olurken, buna kar\u015f\u0131n piyasada h\u00e2l\u00e2 k\u00fcresel arz fazlas\u0131 ve talep zay\u0131fl\u0131\u011f\u0131 endi\u015feleri bask\u0131 unsuru olmaya devam ediyor. Teknik g\u00f6r\u00fcn\u00fcmde 60 dolar band\u0131 ilk \u00f6nemli destek olarak izleniyor; bu b\u00f6lgenin alt\u0131na sarkmalarda sat\u0131\u015f derinle\u015febilir, yukar\u0131da ise 62,00 \u2013 63,35 dolar band\u0131 k\u0131sa
\nvadeli ana diren\u00e7 ve olas\u0131 tepki hareketlerinin hedef b\u00f6lgesi konumunda.<\/p>\n
NASDAQ100<\/p>\n
Nasdaq 100 endeksi, ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcnde yakla\u015f\u0131k y\u00fczde 1,9 de\u011fer kaybederek 25.197 puandan kapan\u0131rken, Dow Jones\u2019un rekor seviyelere \u00e7\u0131kmas\u0131yla belirgin bir ayr\u0131\u015fma sergiledi. at\u0131\u015f bask\u0131s\u0131n\u0131n oda\u011f\u0131nda, Broadcom ve Oracle ba\u015fta olmak \u00fczere yapay zek\u00e2 ve yar\u0131 iletken hisselerinde gelen zay\u0131f k\u00e2r beklentileri ve AI yat\u0131r\u0131mlar\u0131n\u0131n geri d\u00f6n\u00fc\u015f h\u0131z\u0131na ili\u015fkin soru i\u015faretleri yer al\u0131rken, bu tablo yat\u0131r\u0131mc\u0131lar\u0131 sanayi, finans ve de\u011fer hisselerine do\u011fru rotasyon yapmaya zorluyor. Bu hafta a\u00e7\u0131klanacak Micron, Nike ve FedEx bilan\u00e7olar\u0131 ile birlikte
\nABD T\u00dcFE ve tar\u0131m d\u0131\u015f\u0131 istihdam verileri, Fed\u2019in 2026 faiz patikas\u0131na y\u00f6nelik beklentileri ve teknoloji hisselerine y\u00f6nelik risk i\u015ftah\u0131n\u0131 yeniden \u015fekillendirebilecek ana kataliz\u00f6rler olarak izlenecek.”<\/p>\n
<\/strong> \u0130stanbul, 15 Aral\u0131k (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, Brent petrol\u00fcn ge\u00e7en haftaki yakla\u015f\u0131k y\u00fczde 4\u2019l\u00fck de\u011fer kayb\u0131n\u0131n ard\u0131ndan yeni haftaya tepki al\u0131mlar\u0131yla 61,4 dolar civar\u0131nda, son bir y\u0131la g\u00f6re yakla\u015f\u0131k y\u00fczde 17 a\u015fa\u011f\u0131da ba\u015fl\u0131yor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":20274,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-20273","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\/20273","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=20273"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/20273\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/20274"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=20273"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=20273"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=20273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"