{"id":21853,"date":"2025-12-18T08:15:03","date_gmt":"2025-12-18T05:15:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/18\/alnus-yatirim-bist100un-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz-4"},"modified":"2025-12-18T08:15:03","modified_gmt":"2025-12-18T05:15:03","slug":"alnus-yatirim-bist100un-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz-4","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/18\/alnus-yatirim-bist100un-gune-pozitif-bir-baslangic-yapmasini-bekliyoruz-4\/","title":{"rendered":"Alnus Yat\u0131r\u0131m: B\u0130ST100\u2019\u00fcn g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda B\u0130ST-100 endeksinin, d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcne; 10,10 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131\u011f\u0131 belirtildi.<\/p>\n<p>G\u00fcn i\u00e7erisinde sat\u0131\u015f bask\u0131s\u0131n\u0131n derinle\u015fmesiyle 11.250,46 puan seviyesinin test edildi\u011fi ve seans\u0131n sonunu da; y\u00fczde 0,55 oran\u0131ndaki d\u00fc\u015f\u00fc\u015fle, 11.286,81 puandan noktaland\u0131\u011f\u0131 aktar\u0131lan raporda \u015funlar kaydedildi:<\/p>\n<p>\u201cEndeksin i\u015flem hacmi; \u00f6nceki g\u00fcnk\u00fc 122,5 milyar TL d\u00fczeyinden 113,7 milyar TL\u2019ye geriledi. Endekse puan baz\u0131nda en fazla negatif etki eden \u015firket hisseleri; 29,60 puan ile ASELS, 12,38 puan ile BIMAS ve 4,88 puan ile AKBNK oldu.<\/p>\n<p>D\u00fcn, yurt i\u00e7i ekonomik takvimde herhangi bir makroekonomik veri ak\u0131\u015f\u0131 bulunmazken, g\u00fcndemde; ge\u00e7ti\u011fimiz hafta ba\u015flayan Asgari \u00dccret Tespit Komisyonu toplant\u0131lar\u0131n\u0131n ikinci g\u00f6r\u00fc\u015fmesi vard\u0131. Per\u015fembe g\u00fcn\u00fc(bug\u00fcn) ger\u00e7ekle\u015ftirilecek ikinci toplant\u0131 \u00f6ncesinde a\u00e7\u0131klamalarda bulunan \u00c7al\u0131\u015fma ve Sosyal G\u00fcvenlik Bakan\u0131 Vedat I\u015f\u0131khan: Taraflar\u0131n g\u00f6r\u00fc\u015flerinin al\u0131narak komisyonda de\u011ferlendirilmesi gerekti\u011fini belirtirken, hen\u00fcz rakam telaffuz etmek i\u00e7in erken oldu\u011funu ifade etti.<\/p>\n<p>K\u00fcresel ekonomik takvimde ise, Asya seans\u0131nda Japonya\u2019da a\u00e7\u0131klanan verilerde; Ticaret Dengesi\u2019nin ihracattaki g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131n deste\u011fiyle son 8 ay\u0131n en b\u00fcy\u00fck fazlas\u0131n\u0131 vermesi ve Makine Sipari\u015flerindeki y\u00fcksek art\u0131\u015f rakamlar\u0131n\u0131n morali ile g\u00fcne ba\u015flad\u0131k. Ancak, verilerdeki g\u00fc\u00e7l\u00fc seyrin Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak BoJ kararlar\u0131nda bir faiz art\u0131r\u0131m\u0131 ger\u00e7ekle\u015fmesini desteklemesi ise; pozitifli\u011fi s\u0131n\u0131rlayan etken oldu. G\u00fcn\u00fcn devam\u0131nda; \u0130ngiltere ve Euro B\u00f6lgesi\u2019nin Kas\u0131m ay\u0131 Enflasyon verileri \u00f6ne \u00e7\u0131kt\u0131. \u0130ngiltere\u2019de y\u0131ll\u0131k T\u00dcFE oranlar\u0131; man\u015fette Mart ay\u0131ndan bu yana, \u00e7ekirdek datada 2024 Aral\u0131ktan bu zamana en d\u00fc\u015f\u00fck d\u00fczeylerine indi. Euro B\u00f6lgesi\u2019nin y\u0131ll\u0131k T\u00dcFE oranlar\u0131 ise; man\u015fette sabit kal\u0131rken, \u00e7ekirdekte de \u00f6nceki iki aya paralel a\u00e7\u0131kland\u0131.<\/p>\n<p>\u00a0ABD cephesinde, \u00f6nceki g\u00fcn gelen istihdam verileri sonras\u0131nda dikkatler; Per\u015fembe g\u00fcnk\u00fc T\u00dcFE veri setine \u00e7evrilirken, d\u00fcn b\u00f6lgesel Fed ba\u015fkanlar\u0131 ve FOMC yetkililerinin a\u00e7\u0131klamalar\u0131n\u0131 izledik. Yeni Fed Ba\u015fkan\u0131 adaylar\u0131ndan birisi olmak i\u00e7in ABD Ba\u015fkan\u0131 Trump ile g\u00f6r\u00fc\u015fecek olan FOMC Y\u00f6netim Kurulu \u00fcyesi Christopher Waller: i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n \u015fu anda olduk\u00e7a yumu\u015fak oldu\u011funu ve mevcut tar\u0131m d\u0131\u015f\u0131 istihdam art\u0131\u015f\u0131n\u0131n iyi olmad\u0131\u011f\u0131n\u0131 vurgularken, \u015fu anki Fed faiz oranlar\u0131n\u0131n n\u00f6tr faize g\u00f6re 50 ila 100 baz puan yukar\u0131da yer ald\u0131\u011f\u0131n\u0131 da s\u00f6yledi.<\/p>\n<p>Haber ak\u0131\u015flar\u0131 taraf\u0131nda, Rusya-Ukrayna sava\u015f\u0131nda bir bar\u0131\u015f anla\u015fmas\u0131 yap\u0131lmas\u0131na dair \u00e7abalar g\u00fcndemin \u00fcst s\u0131ras\u0131nda yer almaya devam etti. D\u0131\u015f bas\u0131nda yer alan haberlerde; Rusya\u2019n\u0131n Ukrayna ile olas\u0131 bir anla\u015fmay\u0131 reddetmesi durumunda, ABD \u2018nin yeni bir yapt\u0131r\u0131m paketinin devreye girece\u011fine dair haberler dikkat \u00e7ekerken, Kremlin cephesinden yap\u0131lan a\u00e7\u0131klamada: Bu t\u00fcr yapt\u0131r\u0131mlar\u0131n ili\u015fkileri d\u00fczeltmeye y\u00f6nelik giri\u015fimlere zarar verece\u011fi vurguland\u0131. Bu geli\u015fmelerin oda\u011f\u0131nda, Avrupa Parlamentosu\u2019nun Rusya\u2019dan gaz al\u0131m\u0131n\u0131n kademeli olarak yasaklanmas\u0131na dair Avrupa Birli\u011fi plan\u0131n\u0131 onaylamas\u0131 \u00f6nemliydi.<\/p>\n<p>ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n, ikinci ba\u015fkanl\u0131k d\u00f6nemindeki ilk ulusa sesleni\u015f konu\u015fmas\u0131yla(Joe Biden zaman\u0131ndan kalan k\u00f6t\u00fc ekonomik tabloyu d\u00fczelttiklerini vurgulayan Trump, g\u00fcmr\u00fck tarifeleriyle ABD\u2019nin elinin g\u00fc\u00e7lendi\u011fini vurgulad\u0131) ba\u015flad\u0131\u011f\u0131m\u0131z yeni g\u00fcnde, \u015fu an i\u00e7in ABD ve Avrupa vadeli endeksleri kar\u0131\u015f\u0131k bir g\u00f6r\u00fcnt\u00fc \u00e7iziyor. Asya borsalar\u0131 ise, b\u00fcy\u00fck oranda negatif bir g\u00f6r\u00fcn\u00fcm i\u00e7erisinde yer almakta.<\/p>\n<p>B\u0130ST100\u2019\u00fcn, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; ge\u00e7ti\u011fimiz hafta yap\u0131lan TCMB\/PPK toplant\u0131s\u0131n\u0131n \u00f6zet metni ile TCMB ve BDDK\u2019n\u0131n haftal\u0131k Para, Banka ve Menkul K\u0131ymet \u0130statistikleri takip edilecek. K\u00fcresel tarafta ise; BoE ve ECB Faiz Oran\u0131 Kararlar\u0131 ile ECB Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n bas\u0131n toplant\u0131s\u0131n\u0131n izlenece\u011fi g\u00fcnde, ABD\u2019de a\u00e7\u0131klanacak Kas\u0131m ay\u0131 T\u00dcFE verileriyle de piyasalarda y\u00fcksek oynakl\u0131k olu\u015fabilir.<\/p>\n<p>Veri sonras\u0131nda olu\u015facak Fed\u2019e dair projeksiyonlar\u0131n takip edilece\u011fi i\u015flem g\u00fcn\u00fcnde, ayr\u0131ca g\u00fcn boyunca ticaret sava\u015flar\u0131 ve jeopolitik risklere ili\u015fkin geli\u015fmeleri de yak\u0131ndan izlemeye devam edece\u011fiz.\u201d<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 18 Aral\u0131k (Hibya) \u2013 Alnus Yat\u0131r\u0131m, B\u0130ST100\u2019\u00fcn, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 beklediklerini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":21854,"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-21853","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\/21853","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=21853"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21853\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21854"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21853"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21853"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}