Marba\u015f Menkul De\u011ferler\u2019in raporunda i\u00e7 tarafta 11 bin b\u00f6lgesinin \u00fczerinde g\u00fc\u00e7 kazan\u0131m\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlerken k\u00fcresel piyasalardan pozitif ayr\u0131\u015fmaya devam edildi\u011finin g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cAral\u0131k ay\u0131 faiz indiriminden sonra ana g\u00fcndemin k\u0131sa vade i\u00e7in asgari \u00fccret tart\u0131\u015fmalar\u0131 ve piyasa reaksiyonu olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. Bug\u00fcn ekonomik takvim olarak Konut Fiyat Endeksi ve Konut Sat\u0131\u015f \u0130statistiklerini takip ederken d\u00f6rd\u00fcnc\u00fc \u00e7eyrek ve 2026 i\u00e7in GYO sekt\u00f6r\u00fcnde sinyal etkisi yaratabilece\u011fini d\u00fc\u015f\u00fcnmekteyiz. Yeni g\u00fcnde CDS\u2019deki geri \u00e7ekilmeye paralel olarak 11 bin b\u00f6lgesinin \u00fczerinde eski zirve aray\u0131\u015f\u0131n\u0131 takip edece\u011fiz.<\/p>\n
ABD piyasalar\u0131nda d\u00fcn haber ak\u0131\u015f\u0131n\u0131n zay\u0131f olmas\u0131na paralel olarak yeniden teknoloji hisseleri \u00fczerindeki temel de\u011ferlemenin tart\u0131\u015f\u0131ld\u0131\u011f\u0131 bir seans\u0131 geride b\u0131rakt\u0131k. Oracle ve Broadcom\u2019un gelecek yat\u0131r\u0131mlar\u0131 ve beklentilerindeki zay\u0131fl\u0131k ile ba\u015flayan s\u00fcrecin devam etti\u011fini izlerken yeni g\u00fcnde ekonomik takvim a\u00e7\u0131s\u0131ndan yo\u011fun bir g\u00fcn\u00fc izleyece\u011fiz. \u00d6zellikle Aral\u0131k FED karar\u0131n\u0131n ard\u0131ndan Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam ve Ortalama Saatlik Kazan\u00e7 gibi verilerin ABD TUFE \u00f6ncesinde indirim beklentilerini olu\u015fturan \u00f6nemli veriler olmas\u0131na istinaden g\u00fcn i\u00e7i volatilitenin y\u00fcksek olmas\u0131n\u0131 beklemekteyiz. \u00d6zetle yeni g\u00fcnde ABD\u2019den gelecek makro verilere paralel olarak \u015fekillenmeye ba\u015flayacak faiz indirim s\u00fcrecinin yans\u0131malar\u0131n\u0131 takip edece\u011fiz. Yeni g\u00fcnde sat\u0131c\u0131l\u0131 seyrin hakin oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te Nomura analistleri, \u00c7in\u2019de talep kaynakl\u0131 ters r\u00fczgarlar\u0131n devam etti\u011fine dikkat \u00e7ekerek, GSY\u0130H b\u00fcy\u00fcmesinin 2026 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda y\u00fczde 4,1 seviyesine kadar yava\u015flayabilece\u011fini \u00f6ng\u00f6r\u00fcyor. Analistler, Pekin\u2019in te\u015fvik ad\u0131mlar\u0131nda aceleci davranmad\u0131\u011f\u0131n\u0131, daha g\u00fc\u00e7l\u00fc ve kapsaml\u0131 b\u00fcy\u00fcme \u00f6nlemlerinin 2025 sonu\u20132026 ba\u015f\u0131na \u00f6telenebilece\u011fini vurgularken; d\u00fc\u015f\u00fck baz etkisi ve s\u0131n\u0131rl\u0131 te\u015fviklerle y\u0131l\u0131n ikinci yar\u0131s\u0131nda k\u0131smi bir toparlanma ihtimaline i\u015faret ediyor. Buna kar\u015f\u0131n, \u00c7in Ekonomik \u00c7al\u0131\u015fma Konferans\u0131 bildirisi politika deste\u011finin artabilece\u011fine dair sinyaller verse de, k\u00f6k sorunlar\u0131 hedef alan kararl\u0131 bir te\u015fvik paketinin hen\u00fcz netle\u015fmedi\u011fi g\u00f6r\u00fcl\u00fcyor. Japonya cephesinde ise parasal normalle\u015fme s\u00fcreci g\u00fcndemin merkezinde.<\/p>\n
Japonya Merkez Bankas\u0131\u2019n\u0131n (BOJ), Cuma g\u00fcn\u00fc sona erecek toplant\u0131s\u0131nda politika faizini y\u00fczde 0,5\u2019ten y\u00fczde 0,75\u2019e y\u00fckseltmesi bekleniyor. Bu ad\u0131m, son 30 y\u0131l\u0131n en y\u00fcksek faiz seviyesi olacak ve BOJ\u2019un uzun y\u0131llar s\u00fcren ultra gev\u015fek para politikas\u0131ndan \u00e7\u0131k\u0131\u015f\u0131nda \u00f6nemli bir d\u00f6n\u00fcm noktas\u0131n\u0131 temsil edecek. Ba\u015fkan Kazuo Ueda\u2019n\u0131n, faiz art\u0131\u015flar\u0131n\u0131n s\u00fcrece\u011fine ancak h\u0131z\u0131n\u0131n ekonomik tepkilere ba\u011fl\u0131 olaca\u011f\u0131 mesaj\u0131n\u0131 vermesi bekleniyor. Artan g\u0131da fiyatlar\u0131 ve \u00fccret art\u0131\u015flar\u0131n\u0131n destekledi\u011fi kal\u0131c\u0131 enflasyon g\u00f6r\u00fcn\u00fcm\u00fc, BOJ\u2019un s\u0131k\u0131la\u015fma y\u00f6n\u00fcndeki g\u00fcvenini art\u0131r\u0131rken; bu beklentilerle Japonya borsas\u0131 y\u00fczde 1,26 geriledi.<\/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.<\/p>\n
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 belirsizlik 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 \u00fczerinde Trump\u2019\u0131n bar\u0131\u015f hi\u00e7 olmad\u0131\u011f\u0131 kadar yak\u0131n a\u00e7\u0131klamalar\u0131na paralel olarak ons alt\u0131nda hafif geri \u00e7ekilme izlerken Brent \u00fczerinde de arz fazlas\u0131 endi\u015fesi ve olas\u0131 bar\u0131\u015f senaryosuyla beraber 60$ band\u0131na geri \u00e7ekildi\u011fini g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta Konut Fiyat Endeksi ve Konut Sat\u0131\u015f \u0130statistiklerini takip edece\u011fiz. K\u00fcresel tarafta ise g\u00fcn\u00fcn yo\u011fun ge\u00e7ti\u011fini g\u00f6rmekteyiz. Avrupa b\u00f6lgesinde PMI verilerini takip ederken ABD\u2019de ise k\u0131sa vadeli fiyatlamalar \u00fczerinde etkisi y\u00fcksek tar\u0131m d\u0131\u015f\u0131 istihdam, perakende sat\u0131\u015flar ve i\u015fsizlik oran\u0131n\u0131 takip edece\u011fiz.\u201d<\/p>\n
<\/strong> \u0130stanbul, 16 Aral\u0131k (Hibya) \u2013 Marba\u015f Menkul De\u011ferler\u2019in raporunda yeni g\u00fcnde ABD\u2019den gelecek makro verilere paralel olarak \u015fekillenmeye ba\u015flayacak faiz indirim s\u00fcrecinin yans\u0131malar\u0131n\u0131n takip edilece\u011fi belirtilerek, \u201cYeni g\u00fcnde sat\u0131c\u0131l\u0131 seyrin hakin oldu\u011funu g\u00f6rmekteyiz.\u201d denildi. <\/p>\n","protected":false},"author":1,"featured_media":20828,"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-20827","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\/20827","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=20827"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/20827\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/20828"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=20827"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=20827"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=20827"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"