Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin analizinde, k\u00fcresel piyasalarda ana g\u00fcndem maddelerinin, haftan\u0131n geri kalan\u0131nda a\u00e7\u0131klanacak gecikmi\u015f ABD istihdam ve enflasyon verileri \u00f6ncesinde risk i\u015ftah\u0131n\u0131n temkinli tarafa d\u00f6nd\u00fc\u011f\u00fc, dolar endeksinin ise iki ay\u0131n diplerine yak\u0131n seyretti\u011fi bir tablo olarak \u00f6n plana \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Analizde ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“Asya seans\u0131nda hisse piyasalar\u0131 a\u011f\u0131rl\u0131kl\u0131 olarak eksi b\u00f6lgede kapan\u0131rken sat\u0131\u015flar\u0131n arkas\u0131nda hem \u201cveri-\u00f6ncesi pozisyon azaltma\u201d hem de BOJ\u2019un bu hafta faizi y\u00fczde 0,75\u2019e \u00e7\u0131karabilece\u011fine dair g\u00fc\u00e7l\u00fc beklenti etkili oldu; Nikkei ve Kospi\u2019de kay\u0131plar y\u00fczde 1\u2019in \u00fczerine geni\u015fledi, Japonya\u2019da aral\u0131k ay\u0131 \u00f6nc\u00fc PMI\u2019lar imalatta daralman\u0131n h\u0131z kesti\u011fine, hizmetlerde ise bir miktar yava\u015flamaya i\u015faret etti. Ayn\u0131 saatte ABD vadelileri zay\u0131f e\u011filimli; Nasdaq ve Avrupa vadeli endeksleri Asya kapan\u0131\u015f\u0131na do\u011fru yakla\u015f\u0131k y\u00fczde 0,5 ekside fiyatlanarak \u201cdikkatli bekleyi\u015f\u201d tonunu per\u00e7inledi.<\/p>\n
Haftan\u0131n ikinci i\u015flem g\u00fcn\u00fcnde ABD borsalar\u0131 g\u00fcn\u00fc d\u00fc\u015f\u00fck hacimle sat\u0131c\u0131l\u0131 kapatt\u0131: Dow -y\u00fczde 0,09, S&P 500 -y\u00fczde 0,16, Nasdaq -y\u00fczde 0,59. Yapay zek\u00e2 d\u00f6ng\u00fcs\u00fcne ili\u015fkin k\u00e2rl\u0131l\u0131k ve harcama tart\u0131\u015fmas\u0131 b\u00fcy\u00fcme hisselerinde bask\u0131 yaratmay\u0131 s\u00fcrd\u00fcr\u00fcrken, de\u011fer ve defansif ba\u015fl\u0131klar g\u00f6reli dayan\u0131kl\u0131l\u0131k sergiledi. Bu sabah itibar\u0131yla vadeli kontratlar zay\u0131f; g\u00fcn i\u00e7i y\u00f6n\u00fc, a\u00e7\u0131klanacak gecikmi\u015f istihdam paketi ve per\u015fembe g\u00fcnk\u00fc T\u00dcFE setiyle birlikte 2026 y\u0131l\u0131na d\u00f6n\u00fck Fed patikas\u0131na dair beklentiler belirleyecek.<\/p>\n
Avrupa taraf\u0131nda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde risk i\u015ftah\u0131 toparland\u0131; STOXX 600 bankalar ve madenciler \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fczde 0,6\u20130,7 aral\u0131\u011f\u0131nda y\u00fckseli\u015fle rekor b\u00f6lgeye yakla\u015ft\u0131, sa\u011fl\u0131k taraf\u0131 ise se\u00e7ici zay\u0131fl\u0131k sergiledi. Bug\u00fcn a\u00e7\u0131l\u0131\u015f tonunu, per\u015fembe g\u00fcnk\u00fc ECB karar\u0131na y\u00f6nelik \u201cde\u011fi\u015fiklik yok\u201d beklentisi ve ABD veri ak\u0131\u015f\u0131n\u0131n birle\u015fik etkisi belirliyor; bankalarda sermaye getirisi hikayesi ve emtia rallisinin \u015firket karl\u0131l\u0131klar\u0131na yans\u0131mas\u0131 k\u0131sa vadede pozitif ayr\u0131\u015fmay\u0131 destekliyor.<\/p>\n
Asya-Pasifikte fiyatlama, \u201cBOJ normalle\u015fmesi ve ABD verileri\u201d ekseninde temkinli kald\u0131. Japon yetkililerin koordineli ileti\u015fimi ve piyasa fiyatlamalar\u0131, cuma g\u00fcnk\u00fc toplant\u0131da 25 bp art\u0131\u015f ihtimalini g\u00fc\u00e7lendirirken, yenin dalgal\u0131 ama kontroll\u00fc seyri s\u00fcr\u00fcyor. B\u00f6lgesel haber ak\u0131\u015f\u0131nda \u015firket baz\u0131nda Kore\u2019de metal ve kimya taraf\u0131ndaki hukuk s\u00fcre\u00e7leri, \u00c7in\u2019de ise teknoloji\/yar\u0131 iletken ekosisteminde se\u00e7ili halka arz ve sermaye art\u0131r\u0131m\u0131 ba\u015fl\u0131klar\u0131 \u00f6ne \u00e7\u0131kt\u0131; Hong Kong\u2019da teknoloji a\u011f\u0131rl\u0131kl\u0131 sepet sat\u0131\u015f bask\u0131s\u0131ndan tam olarak s\u0131yr\u0131lamad\u0131.<\/p>\n
Emtiada tablo \u201ck\u0131ymetli metaller g\u00fc\u00e7l\u00fc, petrolde zay\u0131f bant, bak\u0131rda rekorlara yak\u0131n\u201d olarak \u015fekilleniyor. Alt\u0131n, zay\u0131f dolar\u0131n deste\u011fiyle sabah saatlerinde 4.280 \u00e7evresinde s\u0131n\u0131rl\u0131 art\u0131da; y\u0131lba\u015f\u0131ndan bu yana g\u00fc\u00e7l\u00fc getirisi korunuyor. Petrol cephesinde bar\u0131\u015f temaslar\u0131 ve 2026\u2019dan itibaren belirginle\u015fece\u011fi d\u00fc\u015f\u00fcn\u00fclen arz fazlas\u0131 anlat\u0131s\u0131 fiyatlar\u0131 a\u015fa\u011f\u0131 \u00e7ekiyor; Brent $60 ve WTI $56,5 civar\u0131nda g\u00fcn i\u00e7i zay\u0131f. Bak\u0131r, rekorlara yak\u0131n y\u00fcksek plato \u00fczerinde oynak; k\u0131sa vadeli pozisyon ayarlamalar\u0131 ve LME stok kompozisyonunda \u00c7in men\u015feli metal pay\u0131ndaki art\u0131\u015f, fiyat ke\u015ffini dalgal\u0131 tutuyor.”<\/p>\n
<\/strong> \u0130stanbul, 16 Aral\u0131k (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, k\u00fcresel piyasalarda ana g\u00fcndem maddelerinin, haftan\u0131n geri kalan\u0131nda a\u00e7\u0131klanacak gecikmi\u015f ABD istihdam ve enflasyon verileri \u00f6ncesinde risk i\u015ftah\u0131n\u0131n temkinli tarafa d\u00f6nd\u00fc\u011f\u00fc, dolar endeksinin ise iki ay\u0131n diplerine yak\u0131n seyretti\u011fi bir tablo olarak \u00f6n plana \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":20868,"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-20867","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\/20867","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=20867"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/20867\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/20868"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=20867"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=20867"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=20867"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"