{"id":21074,"date":"2025-12-16T15:15:02","date_gmt":"2025-12-16T12:15:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/16\/gedik-yatirim-kuresel-piyasalarda-kritik-abd-verileri-oncesinde-risk-istahi-zayifladi"},"modified":"2025-12-16T15:15:02","modified_gmt":"2025-12-16T12:15:02","slug":"gedik-yatirim-kuresel-piyasalarda-kritik-abd-verileri-oncesinde-risk-istahi-zayifladi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/16\/gedik-yatirim-kuresel-piyasalarda-kritik-abd-verileri-oncesinde-risk-istahi-zayifladi\/","title":{"rendered":"Gedik Yat\u0131r\u0131m: K\u00fcresel piyasalarda, kritik ABD verileri \u00f6ncesinde risk i\u015ftah\u0131 zay\u0131flad\u0131"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m&#039;\u0131n de\u011ferlendirmesinde, k\u00fcresel piyasalarda, kritik ABD verileri \u00f6ncesinde risk i\u015ftah\u0131n\u0131n zay\u0131flarken hisse senetleri ve riskli varl\u0131klarda geri \u00e7ekilmenin dikkat \u00e7ekti\u011fi belirtti. S&amp;P 500 vadeli i\u015flemlerinin \u00fc\u00e7\u00fcnc\u00fc g\u00fcn\u00fcne giren d\u00fc\u015f\u00fc\u015fe i\u015faret ederken, Avrupa borsalar\u0131 s\u0131n\u0131rl\u0131 geriledi\u011fi aktar\u0131l\u0131rken \u015fu bilgiler verildi:<\/p>\n<p>&#8220;Bitcoin 86 bin dolar civar\u0131na \u00e7ekildi, Brent petrol May\u0131s\u2019tan bu yana ilk kez 60 dolar\u0131n alt\u0131n\u0131 g\u00f6rd\u00fc ve alt\u0131n be\u015f g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan kar realizasyonuna sahne oldu. Dolar endeksi iki ay\u0131n diplerine yak\u0131n seyrederken, piyasalarda temkinli bir \u201crisk-off\u201d havas\u0131 \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n<p>Haftan\u0131n ana g\u00fcndemi, y\u0131l\u0131n son tam i\u015flem haftas\u0131nda a\u00e7\u0131klanacak olan Kas\u0131m ABD istihdam raporu olacak. Verinin ekonomide yava\u015flama sinyallerini teyit etmesi, Fed\u2019in 2026\u2019da ek faiz indirimlerine gidece\u011fi beklentisini g\u00fc\u00e7lendirerek hisselere destek verebilirken, sert bir s\u00fcrpriz piyasalarda dalgalanmay\u0131 art\u0131rabilir. Ayn\u0131 rapor kapsam\u0131nda federal kapanma nedeniyle ertelenen ekim istihdam verileri de yer alacak; piyasa kas\u0131mda 50 bin ki\u015filik istihdam art\u0131\u015f\u0131 ve i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,5\u2019e y\u00fckselmesini bekliyor. Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak ABD T\u00dcFE verisi ise faiz patikas\u0131na y\u00f6nelik beklentiler a\u00e7\u0131s\u0131ndan kritik olacak.<\/p>\n<p>Tahvil cephesinde ABD 10 y\u0131ll\u0131k getirileri y\u00fczde 4,17 civar\u0131nda dengelenirken, piyasalar Fed\u2019in \u00f6n\u00fcm\u00fczdeki y\u0131l istihdam\u0131 desteklemek i\u00e7in iki faiz indirimi yapabilece\u011fini fiyatlamay\u0131 s\u00fcrd\u00fcr\u00fcyor. Avrupa\u2019da zay\u0131f PMI verileri Alman tahvil getirilerini a\u015fa\u011f\u0131 \u00e7ekerken, \u0130ngiltere\u2019de i\u015fsizlikteki art\u0131\u015f ve \u00fccret art\u0131\u015f\u0131ndaki yava\u015flama BoE\u2019nin bu hafta faiz indirimi yapabilece\u011fi beklentilerini g\u00fc\u00e7lendirdi. Hisse piyasalar\u0131nda ise yapay zek\u00e2 ve teknoloji hisselerinden \u00e7\u0131k\u0131\u015f e\u011filimi s\u00fcrerken, Asya teknoloji hisseleri bask\u0131 alt\u0131nda kald\u0131. Euro B\u00f6lgesi PMI\u2019lar\u0131 \u00f6zel sekt\u00f6r faaliyetlerinde yava\u015flamaya i\u015faret etse de, 2025 genelinde ekonominin pandemi sonras\u0131 ilk kez y\u0131ll\u0131k bazda b\u00fcy\u00fcme kaydetmesi piyasalarda daha derin bir k\u00f6t\u00fcmserli\u011fi \u015fimdilik s\u0131n\u0131rl\u0131yor.&#8221;<\/p>\n<p>De\u011ferlendirmede ayr\u0131ca \u015firketlere ili\u015fkin \u015fu bilgiler payla\u015f\u0131ld\u0131:<\/p>\n<p>&#8220;Organogenesis Holdings (ORGO), FDA ile yap\u0131lan g\u00f6r\u00fc\u015fmede, diz kire\u00e7lenmesi a\u011fr\u0131s\u0131 i\u00e7in geli\u015ftirilen ilac\u0131n (ReNu) ruhsat s\u00fcrecine ba\u015flanabilece\u011finin netle\u015fmesi \u015firket hisselerini destekledi. ORGO a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fczde 7,5 y\u00fckseldi. (Olumlu)<\/p>\n<p>Kyverna Therapeutics (KYTX) hisseleri, \u015firketin 100 milyon dolarl\u0131k hisse senedi halka arz\u0131 (15 milyon dolarl\u0131k ek arac\u0131 kurum opsiyonu ile) duyurmas\u0131n\u0131n ard\u0131ndan geriledi. Bu d\u00fc\u015f\u00fc\u015f, olduk\u00e7a dalgal\u0131 ge\u00e7en 24 saatin ard\u0131ndan geldi; hisse, Stiff Person Sendromu (SPS) hastalar\u0131nda belirgin iyile\u015fme g\u00f6steren CAR-T h\u00fccre tedavisi miv-cel i\u00e7in a\u00e7\u0131klanan olumlu Faz 2 \u00f6nc\u00fc sonu\u00e7lar\u0131 sonras\u0131 \u00f6nce y\u00fczde 25\u2019in \u00fczerinde y\u00fckselmi\u015f, ancak hisse sat\u0131\u015f\u0131 haberiyle birlikte geri \u00e7ekilmi\u015fti. (Olumsuz)<\/p>\n<p>B. Riley Financial (RILY) \u015eirket, gecikmi\u015f olan 2. \u00e7eyrek finansal raporunu a\u00e7\u0131klayarak b\u00fcy\u00fck bir zarardan g\u00fc\u00e7l\u00fc k\u00e2ra ge\u00e7ti\u011fini g\u00f6sterdi. Ayr\u0131ca borcunu ciddi \u015fekilde azaltmas\u0131 ve bu raporla Nasdaq kotasyonunu korumas\u0131 yat\u0131r\u0131mc\u0131 g\u00fcvenini art\u0131rd\u0131.(Olumlu)<\/p>\n<p>Ready Capital (RC) , \u015firketin temett\u00fcs\u00fcn\u00fc y\u00fczde 92 oran\u0131nda sert \u015fekilde d\u00fc\u015f\u00fcrmesi sonras\u0131 RC hisseleri y\u00fczde -9,44 de\u011fer kaybetti. Bu kesinti, \u00f6nceki y\u0131llarda hedeflenen hisse ba\u015f\u0131na 0,25\u20130,30 dolar seviyelerinden ve en son \u00f6denen 0,125 dolar temett\u00fcden ciddi bir geri ad\u0131m anlam\u0131na geliyor. \u015eirket CEO\u2019su Thomas Capasse, bu \u00e7eyrekteki temett\u00fc karar\u0131n\u0131n bilan\u00e7oyu g\u00fc\u00e7lendirme, finansal esnekli\u011fi koruma ve k\u00e2rl\u0131l\u0131\u011fa zaman\u0131nda d\u00f6n\u00fc\u015f hedefiyle uyumlu oldu\u011funu belirtti. (Olumsuz)&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 16 Aral\u0131k (Hibya) &#8211; Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda, kritik ABD verileri \u00f6ncesinde risk i\u015ftah\u0131n\u0131n zay\u0131flarken hisse senetleri ve riskli varl\u0131klarda geri \u00e7ekilmenin dikkat \u00e7ekti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":21075,"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-21074","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\/21074","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=21074"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21074\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21075"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21074"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21074"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21074"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}