{"id":21431,"date":"2025-12-17T11:00:02","date_gmt":"2025-12-17T08:00:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/17\/gedik-yatirim-yurt-icerisinde-ve-abdde-veri-akisi-sakin"},"modified":"2025-12-17T11:00:02","modified_gmt":"2025-12-17T08:00:02","slug":"gedik-yatirim-yurt-icerisinde-ve-abdde-veri-akisi-sakin","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/17\/gedik-yatirim-yurt-icerisinde-ve-abdde-veri-akisi-sakin\/","title":{"rendered":"Gedik Yat\u0131r\u0131m: Yurt i\u00e7erisinde ve ABD\u2019de veri ak\u0131\u015f\u0131 sakin"},"content":{"rendered":"

Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda, zay\u0131f kalan ABD istihdam verilerinin Fed\u2019in yak\u0131n vadede ek faiz indirimine gitmesini gerektirecek \u00f6l\u00e7\u00fcde g\u00fc\u00e7l\u00fc bir sinyal \u00fcretmemesiyle dolar s\u0131n\u0131rl\u0131 g\u00fc\u00e7 kazan\u0131rken, ABD tahvil getirilerinin bir k\u0131sm\u0131n\u0131 geri verdi\u011fi belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n

\u201cDolar, G10 para birimlerinin tamam\u0131na kar\u015f\u0131 y\u00fckselirken en belirgin de\u011fer kazan\u0131m\u0131 yen kar\u015f\u0131s\u0131nda g\u00f6r\u00fcld\u00fc; 10 y\u0131ll\u0131k ABD tahvil faizi ise 4,17 seviyesine y\u00f6neldi. Hisse piyasalar\u0131nda Asya borsalar\u0131 hafif art\u0131\u015f g\u00f6sterirken, ABD ve Avrupa vadeli endeksleri yatay bir seyir izledi.<\/p>\n

Emtia taraf\u0131nda ise fiyat hareketleri daha belirgin oldu. Ba\u015fkan Trump\u2019\u0131n Venezuela \u00fczerindeki bask\u0131y\u0131 art\u0131rarak tanker trafi\u011fine y\u00f6nelik ad\u0131mlar atmas\u0131, OPEC \u00fcyesi \u00fclkeden gelecek arz\u0131n sekteye u\u011frayabilece\u011fi endi\u015fesiyle petrol fiyatlar\u0131n\u0131 y\u00fczde 1,5 y\u00fckseltti. Jeopolitik gerilimlerin etkisiyle de\u011ferli metallerde g\u00fc\u00e7l\u00fc bir tablo \u00f6ne \u00e7\u0131karken, g\u00fcm\u00fc\u015f 66 dolar\u0131n \u00fczerine \u00e7\u0131karak rekor k\u0131rd\u0131, alt\u0131n t\u00fcm zamanlar\u0131n zirvesine yakla\u015f\u0131rken, platin 2008\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc. Bitcoin ise risk i\u015ftah\u0131ndaki temkinli seyirle 86.600 dolar civar\u0131na gerileyerek y\u0131ll\u0131k bazda d\u00fc\u015f\u00fc\u015f e\u011filimini s\u00fcrd\u00fcrd\u00fc.<\/p>\n

Makro cephede kas\u0131m ay\u0131 tar\u0131m d\u0131\u015f\u0131 istihdam art\u0131\u015f\u0131n\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131 ve i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,6\u2019ya y\u00fckselmesi, ABD i\u015f g\u00fcc\u00fc piyasas\u0131nda so\u011fumaya i\u015faret etse de, piyasalar bunu h\u0131zl\u0131 bir bozulma olarak yorumlamad\u0131. Bu nedenle Fed\u2019in ocak ay\u0131nda faiz indirimi ihtimali y\u00fczde 20 civar\u0131nda fiyatlan\u0131rken, 2026 y\u0131l\u0131 i\u00e7in iki faiz indirimi beklentisi korunuyor. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 \u015fimdi haftan\u0131n ilerleyen g\u00fcnlerinde a\u00e7\u0131klanacak ABD enflasyon verilerine \u00e7evrilmi\u015f durumda; verinin seyri, y\u0131l\u0131n son tam i\u015flem haftas\u0131nda piyasa y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olacak.<\/p>\n

Avrupa hisse senedi piyasalar\u0131, \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak \u00f6nemli b\u00f6lgesel veriler \u00f6ncesinde \u0131l\u0131ml\u0131 bir y\u00fckseli\u015fle a\u00e7\u0131lmaya haz\u0131rlan\u0131yor. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda \u0130ngiltere enflasyon verileri, Almanya Ifo \u0130\u015f D\u00fcnyas\u0131 G\u00fcven Endeksi ile Euro B\u00f6lgesi\u2019nin kas\u0131m ay\u0131na ili\u015fkin nihai enflasyon ve \u00e7eyreklik \u00fccret art\u0131\u015f\u0131 rakamlar\u0131 yer al\u0131yor. Haftan\u0131n ilerleyen b\u00f6l\u00fcm\u00fcnde ECB, BoE, \u0130sve\u00e7 Merkez Bankas\u0131 ve Norve\u00e7 Merkez Bankas\u0131\u2019n\u0131n para politikas\u0131 kararlar\u0131 izlenecek; bunun yan\u0131nda ABD\u2019nin, Amerikan teknoloji \u015firketlerini hedef ald\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc d\u00fczenlemeler nedeniyle Accenture, Siemens ve Spotify gibi Avrupa merkezli firmalara kar\u015f\u0131 olas\u0131 misilleme tehditleri risk unsuru olarak g\u00fcndemde kal\u0131yor. Euro Stoxx 50 ve Stoxx 600 vadeli i\u015flemlerindeki yakla\u015f\u0131k y\u00fczde 0,2\u2019lik art\u0131\u015f, b\u00f6lge borsalar\u0131nda temkinli ancak pozitif bir a\u00e7\u0131l\u0131\u015fa i\u015faret ediyor.<\/p>\n

D\u00fcn kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n seyirler takip edildi. A\u00e7\u0131klanan verilerin ve haber ak\u0131\u015flar\u0131n\u0131n fiyatlamalar \u00fczerinde etkisi olmad\u0131. Yurt i\u00e7erisinde veri ak\u0131\u015f\u0131 sakin seyrederken, ABD\u2019de tar\u0131m d\u0131\u015f\u0131 istihdam kas\u0131m ay\u0131nda 64 bin ile beklentileri a\u015ft\u0131. ABD\u2019de i\u015fsizlik oran\u0131 kas\u0131mda 0,1 puanl\u0131k y\u00fckseli\u015fle y\u00fczde 4,6\u2019ya y\u00fckseli\u015f kaydetti. Di\u011fer taraftan ABD\u2019de perakende sat\u0131\u015flar ekimde ayl\u0131k de\u011fi\u015fim g\u00f6stermedi. \u00d6nc\u00fc imalat ve hizmet PMI taraf\u0131 ise s\u0131ras\u0131yla 51,8 ve 52,9 d\u00fczeyinde a\u00e7\u0131klanarak beklentilerin alt\u0131nda kald\u0131. Yo\u011fun veri ak\u0131\u015f\u0131 sonras\u0131nda dolar endeksi g\u00fcn\u00fc ekside kapatarak zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc. Bug\u00fcn yurt i\u00e7erisinde ve ABD\u2019de veri ak\u0131\u015f\u0131 sakin. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,71 civar\u0131nda yatay seyrediyor. Dolar endeksi ise 98,37 civar\u0131nda bulunuyor.\u201d<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 17 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, yurt i\u00e7inde ve ABD\u2019de veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":21432,"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-21431","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\/21431","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=21431"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21431\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21432"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21431"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21431"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21431"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}