Marba\u015f Menkul De\u011ferler\u2019in raporunda i\u00e7 tarafta d\u00fcn i\u00e7in sat\u0131\u015f bask\u0131s\u0131 s\u00fcrerken seans sonras\u0131nda gelen ABD ile ili\u015fkilerin g\u00fc\u00e7lendirilmesi amac\u0131yla S400\u2019lerin geri verilmesinin istenmesi haberiyle beraber yeni g\u00fcnde al\u0131c\u0131l\u0131 seyir izlenmesinin bekledi\u011fi belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201cYeni g\u00fcnde haftal\u0131k istatistikler, PPK Notlar\u0131 ve Asgari \u00dccret Komisyonu toplant\u0131s\u0131n\u0131 takip edece\u011fiz. K\u0131sa vadeli fiyatlamalar a\u00e7\u0131s\u0131ndan PPK Notlar\u0131 ve Asgari \u00dccret Toplant\u0131s\u0131 \u00f6nem arz etse de g\u00fc\u00e7l\u00fc haber ak\u0131\u015f\u0131n\u0131n verilerin \u00f6n\u00fcne ge\u00e7ebilece\u011fini d\u00fc\u015f\u00fcnmekteyiz. Yeni g\u00fcnde \u00f6nceki zirve olan 11.500 band\u0131n\u0131 takip ederken al\u0131c\u0131l\u0131 bir seyir beklemekteyiz.<\/p>\n
ABD piyasalar\u0131nda d\u00fcn risk i\u015ftah\u0131nda daralman\u0131n devam\u0131n\u0131 izlerken, yeni g\u00fcnde a\u00e7\u0131klanacak T\u00dcFE verisiyle belirsiz ortam e\u015fli\u011finde sat\u0131c\u0131l\u0131 seyrin devam\u0131n\u0131 takip etmekteyiz. \u00c7ip \u00fcreticisi Micron Technology\u2019nin gelecek beklentilerine y\u00f6nelik olumlu seyir ve beklenti \u00fczerinde bilan\u00e7osuyla beraber teknoloji hisselerinde hafif hareket g\u00f6rsek de makro belirsizli\u011fin s\u00fcrmesi dolay\u0131s\u0131yla getirilerin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. \u00d6zetle yeni g\u00fcnde k\u0131sa vadeli fiyatlama ve faiz indirimi beklentileri sayesinde volatil ve sat\u0131c\u0131l\u0131 seyrin s\u00fcrmesini beklemekteyiz.<\/p>\n
Asya-Pasifik\u2019te piyasalar\u0131nda merkez bankas\u0131 beklentileri, jeopolitik geli\u015fmeler ve teknoloji hisselerine y\u00f6nelik risk alg\u0131s\u0131 \u00f6n planda kalmaya devam ediyor. Piyasalar\u0131n ana oda\u011f\u0131, yar\u0131n ger\u00e7ekle\u015ftirilecek Japonya Merkez Bankas\u0131 (BoJ) toplant\u0131s\u0131 olurken, toplant\u0131dan faiz art\u0131r\u0131m\u0131 y\u00f6n\u00fcnde bir ad\u0131m gelebilece\u011fine dair beklentiler risk i\u015ftah\u0131n\u0131 bask\u0131l\u0131yor. Japonya\u2019da para politikas\u0131n\u0131n s\u0131k\u0131la\u015faca\u011f\u0131na y\u00f6nelik bu beklenti, \u00f6zellikle yerel hisse senetleri \u00fczerinde sat\u0131\u015f bask\u0131s\u0131 yarat\u0131rken, Nikkei endeksi g\u00fcn\u00fc y\u00fczde 0,8 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131. Genel olarak Asya borsalar\u0131n\u0131n \u00e7o\u011fu g\u00fcn boyu d\u00fc\u015f\u00fc\u015f e\u011filimli bir performans sergiledi.<\/p>\n
Teknoloji hisselerinde, AI temas\u0131 etraf\u0131nda artan risk endi\u015feleri ve y\u00fcksek de\u011ferlemelere dair belirsizlikler, yat\u0131r\u0131mc\u0131lar\u0131n riskten ka\u00e7\u0131\u015f davran\u0131\u015f\u0131n\u0131 g\u00fc\u00e7lendirdi. Bu g\u00f6r\u00fcn\u00fcm, MSCI Asya-Pasifik endeksinde gerilemeye yol a\u00e7t\u0131. Jeopolitik cephede, ABD\u2019nin Tayvan\u2019a 11,1 milyar dolarl\u0131k silah sat\u0131\u015f\u0131n\u0131 onaylamas\u0131, b\u00f6lgedeki g\u00fcvenlik dengelerine ili\u015fkin hassasiyetleri yeniden g\u00fcndeme ta\u015f\u0131d\u0131. S\u00f6z konusu geli\u015fme, ABD-\u00c7in-Tayvan hatt\u0131ndaki gerilimi canl\u0131 tutarken, b\u00f6lgesel risk priminin y\u00fcksek kalmas\u0131na neden oluyor. Genel \u00e7er\u00e7evede, BoJ toplant\u0131s\u0131 \u00f6ncesinde artan faiz belirsizli\u011fi ve jeopolitik riskler k\u0131sa vadede Asya-Pasifik piyasalar\u0131nda temkinli g\u00f6r\u00fcn\u00fcm\u00fc desteklerken, teknoloji hisselerindeki oynakl\u0131k ve politika ad\u0131mlar\u0131 fiyatlamalarda belirleyici olmaya devam ediyor.<\/p>\n
Avrupa piyasalar\u0131nda g\u00fcne jeopolitik geli\u015fmeler, savunma harcamalar\u0131 ve para politikas\u0131 beklentilerinin etkisiyle g\u00f6rece olumlu bir g\u00f6r\u00fcn\u00fcmle ba\u015flan\u0131yor. Almanya\u2019da yakla\u015f\u0131k 50 milyar avroluk askeri te\u00e7hizat ve silah al\u0131m\u0131 s\u00f6zle\u015fmelerinin mecliste onaylanmas\u0131, yaln\u0131zca savunma kapasitesinin art\u0131r\u0131lmas\u0131 a\u00e7\u0131s\u0131ndan de\u011fil, zay\u0131flayan otomotiv sekt\u00f6r\u00fc ba\u015fta olmak \u00fczere sanayi \u00fcretimini destekleme potansiyeli nedeniyle de \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Kamu destekli savunma yat\u0131r\u0131mlar\u0131n\u0131n, Jeopolitik cephede, AB\u2013Bat\u0131 Balkanlar Zirvesi sonras\u0131nda taraflar, Rusya\u2019n\u0131n Ukrayna\u2019ya y\u00f6nelik sald\u0131r\u0131 sava\u015f\u0131 ve artan b\u00f6lgesel risklerin, AB ile Bat\u0131 Balkanlar aras\u0131nda daha g\u00fc\u00e7l\u00fc siyasi ve ekonomik ba\u011flar\u0131n kurulmas\u0131n\u0131 zorunlu k\u0131ld\u0131\u011f\u0131n\u0131 vurgulad\u0131. \u0130ngiltere taraf\u0131nda ise Ukrayna\u2019ya y\u00f6nelik destek ad\u0131mlar\u0131 g\u00fcndemde. Chelsea FC\u2019nin sat\u0131\u015f\u0131ndan elde edilen 2,8 milyar euronun (2,5 milyar sterlin) Ukrayna\u2019daki insani yard\u0131m faaliyetlerine aktar\u0131lmas\u0131na izin veren lisans yay\u0131mlan\u0131rken, Ba\u015fbakan Starmer s\u00f6z konusu y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fcn yerine getirilmemesi halinde hukuki yollar\u0131n devreye sokulaca\u011f\u0131 uyar\u0131s\u0131nda bulundu.<\/p>\n
Makroekonomik tarafta, \u0130ngiltere\u2019de d\u00fcn a\u00e7\u0131klanan T\u00dcFE verisinin beklentilerin alt\u0131nda kalmas\u0131, bug\u00fcn ger\u00e7ekle\u015ftirilecek BoE faiz karar\u0131 \u00f6ncesinde faiz indirimi beklentilerini g\u00fc\u00e7lendirdi. Bu g\u00f6r\u00fcn\u00fcm risk i\u015ftah\u0131n\u0131 desteklerken, FTSE 100 endeksi g\u00fcn\u00fc y\u00fczde 0,92 y\u00fckseli\u015fle tamamlad\u0131; seans i\u00e7inde endekste y\u00fczde 2\u2019ye yakla\u015fan kazan\u0131mlar izlendi.<\/p>\n
Emtialar \u00fczerinde ons alt\u0131nda i\u015ftah s\u00fcrerken, Brent Petrol\u2019de d\u00fcn uzun s\u00fcrenin ard\u0131ndan 60 dolar 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 dolar fiyatlamalar\u0131n devam etti\u011fini g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta haftal\u0131k istatistikler ve PPK \u00d6zetlerini takip edece\u011fiz. K\u00fcresel tarafta ise ABD\u2019den gelecek T\u00dcFE verisi k\u0131sa vadeli fiyatlamalar a\u00e7\u0131s\u0131ndan \u00f6nem arz edecektir. Avrupa\u2019da ise ECB\u2019nin faiz karar\u0131n\u0131 takip edece\u011fiz.<\/p>\n
Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan, Be\u015ftepe Millet Kongre ve K\u00fclt\u00fcr Merkezi'nde Cumhurba\u015fkanl\u0131\u011f\u0131 K\u00fclt\u00fcr ve Sanat B\u00fcy\u00fck \u00d6d\u00fclleri program\u0131na i\u015ftirak edecek.<\/p>\n
AB liderleri, 2025'in son zirve toplant\u0131s\u0131 i\u00e7in bir araya gelecek. \u00a0<\/p>\n
Asgari \u00dccret Tespit Komisyonu, 2026 y\u0131l\u0131nda ge\u00e7erli olacak asgari \u00fccret rakam\u0131n\u0131 belirleme \u00e7al\u0131\u015fmalar\u0131 kapsam\u0131ndaki ikinci toplant\u0131s\u0131n\u0131 \u00c7al\u0131\u015fma ve Sosyal G\u00fcvenlik Bakanl\u0131\u011f\u0131'nda yapacak.\u201d<\/p>\n
<\/strong> \u0130stanbul, 18 Aral\u0131k (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, yeni g\u00fcnde k\u0131sa vadeli fiyatlama ve faiz indirimi beklentileri sayesinde volatil ve sat\u0131c\u0131l\u0131 seyrin s\u00fcrmesini beklediklerini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":21860,"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-21859","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\/21859","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=21859"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21859\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21860"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21859"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21859"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"