Marba\u015f Menkul De\u011ferler'in raporunda, i\u00e7 tarafta haftaya g\u00fc\u00e7l\u00fc ba\u015flang\u0131c\u0131n ard\u0131ndan d\u00fcn ger\u00e7ekle\u015fen negatif fiyatlaman\u0131n sebeplerine bak\u0131ld\u0131\u011f\u0131nda jeopolitik , makro ya da siyasi ak\u0131\u015flardan ziyade teknik seviyelerden kaynakland\u0131\u011f\u0131 belirtildi. 11 bin b\u00f6lgesinin \u00fczerinde kal\u0131c\u0131l\u0131k s\u00fcrse de yukar\u0131 y\u00f6nl\u00fc hareketler i\u00e7in \u00f6zellikle ilk a\u015famada XBANK endeksinin direncini a\u015fmas\u0131 ve g\u00f6rece zay\u0131f performans g\u00f6steren ula\u015ft\u0131rma hisselerinin y\u00fckseli\u015f hareketine kat\u0131lmas\u0131 gerekti\u011fi vurgulan\u0131rken \u015fu bilgiler verildi:<\/p>\n
“Makro veri ve g\u00fcndem a\u00e7\u0131s\u0131ndan risk unsurlar\u0131n\u0131n g\u00f6rece s\u0131n\u0131rlanmas\u0131yla beraber a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklerin s\u0131n\u0131rl\u0131 oldu\u011funu ve 11bin b\u00f6lgesinin \u00f6nemli bir seviye olarak kald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Geli\u015fme olarak bug\u00fcn i\u00e7in \u00f6nemli bir ak\u0131\u015f bulunmazken yar\u0131n g\u00f6r\u00fc\u015f\u00fclecek 2.Asgari \u00dccret g\u00f6r\u00fc\u015fmelerinin k\u0131sa vadeli fiyatlamalar a\u00e7\u0131s\u0131ndan \u00f6nemli oldu\u011funu d\u00fc\u015f\u00fcnmekteyiz. Dezenflasyonist s\u00fcrecin devam\u0131nda piyasa beklentilerinin \u00fczerinde olu\u015facak Asgari \u00dccret tutar\u0131n\u0131n enflasyon \u00fczerinde bask\u0131 olu\u015fturma endi\u015fesiyle birlikte riskli varl\u0131klar \u00fczerinde i\u015ftah y\u00f6nl\u00fc daralma ihtimalini y\u00fcksek bulmaktay\u0131z. Yar\u0131n ger\u00e7ekle\u015fecek toplant\u0131n\u0131n nihai karar olmaktan uzak oldu\u011fu ve esas rakam\u0131n 3.toplant\u0131 ile beraber olu\u015faca\u011f\u0131n\u0131 s\u00f6yleyebiliriz. \u00d6zetle yeni g\u00fcnde a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerin s\u0131n\u0131rl\u0131 olmas\u0131 ve yukar\u0131 y\u00f6nl\u00fc hareket i\u00e7in kataliz\u00f6r eksikli\u011fi nedeniyle s\u0131n\u0131rl\u0131 hareketlerin devam\u0131n\u0131 beklerken yeni g\u00fcnde yatay negatif bir a\u00e7\u0131l\u0131\u015f beklemekteyiz.<\/p>\n
ABD piyasalar\u0131nda d\u00fcn ger\u00e7ekle\u015fen yo\u011fun makro verilerin ard\u0131ndan ekonomik belirsizli\u011fin s\u00fcrmesine paralel olarak sat\u0131c\u0131l\u0131 bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. D\u00fcn gelen verilere bakt\u0131\u011f\u0131m\u0131zda \u00f6zellikle Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisinin beklentilerin hafif \u00fczerinde ger\u00e7ekle\u015fmesi , \u00f6nceki verilerin h\u00fck\u00fcmetin kapal\u0131 oldu\u011fu s\u00fcrecin \u0131\u015f\u0131\u011f\u0131nda revize edilmesi ve \u0130\u015fsizlik Oran\u0131\u2019n\u0131n son d\u00f6rt y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131 gibi kar\u0131\u015f\u0131k veriler sonras\u0131nda piyasan\u0131n ve FED\u2019in veri odakl\u0131 takibinin devam etti\u011fini izlemekteyiz. 2026 y\u0131l\u0131 i\u00e7in FED nezdinde 2 faiz indirimi fiyatlamas\u0131 ger\u00e7ekle\u015firken en erken faiz indirim ihtimalinin Nisan ay\u0131nda ger\u00e7ekle\u015fmesi beklenmektedir. 2026 i\u00e7in makro veri odakl\u0131 fiyatlama bu \u015fekilde ger\u00e7ekle\u015fse de FED Ba\u015fkan\u0131 de\u011fi\u015fiminin ard\u0131ndan daha g\u00fcvercin bir tutum ile beklentilerde revizyon g\u00f6r\u00fclme ihtimalini y\u00fcksek g\u00f6rmekteyiz. \u00d6zetle kar\u0131\u015f\u0131k veriler \u0131\u015f\u0131\u011f\u0131nda ABD piyasalar\u0131nda sat\u0131c\u0131l\u0131 seyrin hakim oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te haftan\u0131n ortas\u0131nda temkinli iyimserlik \u00f6ne \u00e7\u0131karken, teknoloji hisselerindeki s\u0131n\u0131rl\u0131 toparlanma endeksleri olumlu etkilerken, ABD ekonomisine ili\u015fkin artan belirsizlikler, y\u00fckseli\u015flerin g\u00fc\u00e7 kazanmas\u0131n\u0131 engelledi. B\u00f6lge genelinde G\u00fcney Kore endeksi y\u00fczde 0,6, Hong Kong endeksi y\u00fczde 0,3 ve \u00c7in CSI 300 endeksi y\u00fczde 0,5 y\u00fckselirken, Shanghai Composite yatay seyretti. Japonya cephesinde ise tahvil piyasas\u0131 dikkat \u00e7ekti. 10 y\u0131ll\u0131k Japon devlet tahvili getirisi 3 baz puan art\u0131\u015fla y\u00fczde 1,98\u2019e y\u00fckselerek Haziran 2007\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc. Getirilerdeki y\u00fckseli\u015f, Japonya Merkez Bankas\u0131\u2019n\u0131n normalle\u015fme ad\u0131mlar\u0131na y\u00f6nelik beklentilerin g\u00fc\u00e7lendi\u011fine i\u015faret ediyor. Hindistan\u2019da ise para politikas\u0131 taraf\u0131nda g\u00fcvercin sinyaller \u00f6ne \u00e7\u0131kt\u0131. Hindistan Merkez Bankas\u0131 Ba\u015fkan\u0131, faiz oranlar\u0131n\u0131n \u201cuzun bir s\u00fcre\u201d d\u00fc\u015f\u00fck kalaca\u011f\u0131n\u0131 belirterek b\u00fcy\u00fcmeyi destekleme \u00f6nceli\u011finin s\u00fcrd\u00fc\u011f\u00fcn\u00fc vurgulad\u0131.<\/p>\n
Avrupa piyasalar\u0131nda g\u00fcndem a\u011f\u0131rl\u0131kl\u0131 olarak makroekonomik veriler ve merkez bankas\u0131 beklentileri etraf\u0131nda \u015fekilleniyor. Avrupa Merkez Bankas\u0131\u2019n\u0131n per\u015fembe g\u00fcn\u00fc ger\u00e7ekle\u015ftirece\u011fi y\u0131l\u0131n son toplant\u0131s\u0131nda politika faizini y\u00fczde 2 seviyesinde sabit tutmas\u0131 beklenirken, Ba\u015fkan Lagarde\u2019\u0131n b\u00fcy\u00fcme ve dezenflasyon s\u00fcrecine y\u00f6nelik mesajlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor. Eyl\u00fcl ay\u0131nda Euro B\u00f6lgesi b\u00fcy\u00fcme tahminini y\u00fczde 1,2\u2019ye y\u00fckselten ECB\u2019nin, g\u00fcncellenen projeksiyonlar\u0131nda s\u0131n\u0131rl\u0131 yukar\u0131 y\u00f6nl\u00fc revizyon ihtimali bulunuyor. Bu hafta ayr\u0131ca \u0130ngiltere, \u0130sve\u00e7 ve Norve\u00e7 merkez bankalar\u0131 da para politikas\u0131 kararlar\u0131n\u0131 a\u00e7\u0131klayacak. \u0130ngiltere\u2019de zay\u0131flayan i\u015fg\u00fcc\u00fc piyasas\u0131 g\u00f6r\u00fcn\u00fcm\u00fc, BoE\u2019den faiz indirimi beklentilerini g\u00fc\u00e7lendiriyor. \u0130ngiltere\u2019de a\u00e7\u0131klanan son verilere g\u00f6re i\u015fsizlik oran\u0131 y\u00fczde 5,1\u2019e y\u00fckselerek Ocak 2021\u2019den bu yana en y\u00fcksek seviyesine ula\u015ft\u0131. Bordrolu \u00e7al\u0131\u015fan say\u0131s\u0131ndaki y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f, ekonomik aktivitede yava\u015flamaya i\u015faret ederken, veriler sonras\u0131 tahvil getirileri ve sterlin s\u0131n\u0131rl\u0131 tepki verdi. Euro B\u00f6lgesi ve \u0130ngiltere\u2019ye ili\u015fkin enflasyon verileri ise hafta ortas\u0131nda a\u00e7\u0131klanacak olup, \u00e7ekirdek enflasyonun seyri para politikas\u0131 beklentileri a\u00e7\u0131s\u0131ndan belirleyici olacak.<\/p>\n
Emtialar \u00fczerinde Ons Alt\u0131n\u2019da i\u015ftah s\u00fcrerken Brent Petrol\u2019de d\u00fcn uzun s\u00fcrenin ard\u0131ndan 60$ seviyesinin alt\u0131nda fiyatlamalar\u0131n ard\u0131ndan Trump\u2019\u0131n Venezuela\u2019ya y\u00f6nelik s\u00f6ylemleriyle birlikte y\u00fczde 1\u2019e yak\u0131n y\u00fckseli\u015fleri g\u00f6rsek de hala 60$ fiyatlamalar\u0131n devam etti\u011fini g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri takvimi bulunmamaktad\u0131r.<\/p>\n
K\u00fcresel tarafta ise \u0130ngiltere\u2019den gelen TUFE\u2019nin ard\u0131ndan ABD\u2019de ise Ham Petrol Stoklar\u0131 ve FOMC \u00dcyesi Bostic\u2019in konu\u015fmalar\u0131n\u0131 takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 17 Aral\u0131k (Hibya) – Marba\u015f Menkul De\u011ferler, ABD piyasalar\u0131nda sat\u0131c\u0131l\u0131 seyrin hakim oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":21354,"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-21353","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\/21353","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=21353"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21353\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21354"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"