{"id":21921,"date":"2025-12-18T10:00:02","date_gmt":"2025-12-18T07:00:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/18\/bmd-arastirma-yeni-gune-baslarken-asya-piyasalari-karisik-bir-seyir-izliyor-5"},"modified":"2025-12-18T10:00:02","modified_gmt":"2025-12-18T07:00:02","slug":"bmd-arastirma-yeni-gune-baslarken-asya-piyasalari-karisik-bir-seyir-izliyor-5","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/18\/bmd-arastirma-yeni-gune-baslarken-asya-piyasalari-karisik-bir-seyir-izliyor-5\/","title":{"rendered":"BMD Ara\u015ft\u0131rma: Yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131 kar\u0131\u015f\u0131k bir seyir izliyor"},"content":{"rendered":"<p>BMD Ara\u015ft\u0131rma\u2019n\u0131n raporunda g\u00fcne y\u00fczde 0,09 azal\u0131\u015fla 11.338,73 puandan ba\u015flayan ve g\u00fcn i\u00e7inde sat\u0131c\u0131l\u0131 bir seyir izleyerek 11.250,46 seviyesine kadar gerileyen B\u0130ST100 Endeksinin, y\u00fczde 0,55 kay\u0131pla 11.286,81 puandan g\u00fcn\u00fc tamamlad\u0131\u011f\u0131 belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n<p>\u201cBankac\u0131l\u0131k Endeksi y\u00fczde 0,15 ve S\u0131nai Endeks y\u00fczde 0,17 de\u011fer kaybetti. T\u00fcrkiye 2 y\u0131ll\u0131k tahvil faizi bir \u00f6nceki kapan\u0131\u015fa g\u00f6re 20 baz puan azal\u0131\u015fla y\u00fczde 37,99 seviyesinden ve 10 y\u0131ll\u0131k tahvil faizi 22 baz puan azalarak y\u00fczde 30,52 seviyesinden i\u015flem g\u00f6rd\u00fc. Dolar\/TL 42,64-42,73 ve Euro\/TL 50,03-50,32 aral\u0131\u011f\u0131nda hareket etti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131 211,0 oldu.<\/p>\n<p>Deutsche Bank, T\u00fcrkiye ve geli\u015fmekte olan \u00fclkelere ili\u015fkin 2026 y\u0131l\u0131 beklentilerini payla\u015ft\u0131. Deutsche Bank CEEMEA Direkt\u00f6r\u00fc Chiristian Wietoska, kat\u0131ld\u0131\u011f\u0131 programda, TCMB&#039;nin \u00f6n\u00fcm\u00fczdeki 12 ay i\u00e7inde ek faiz indirimleri yapabilece\u011fi do\u011fru bir patikada oldu\u011funu ve politika faizinin 2026 y\u0131l\u0131n\u0131n sonunda y\u00fczde 30 seviyesine gerilemesini \u00f6ng\u00f6rd\u00fcklerini ifade etti.<\/p>\n<p>Enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne odaklan\u0131ld\u0131\u011f\u0131nda Deutsche Bank, hala bu y\u0131l\u0131n geri kalan\u0131nda enflasyonun y\u00fczde 30&#039;un biraz \u00fczerinde bir seviyede kapanmas\u0131n\u0131 bekliyor. Gelecek 12 ay i\u00e7inde g\u00f6reli olarak dengeli ve a\u015f\u0131r\u0131 olmayan i\u00e7 talep ile petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn dezenflasyon s\u00fcrecine katk\u0131 sa\u011flamas\u0131n\u0131n beklendi\u011fini dile getiren Wietoska, bu s\u00fcre\u00e7le enflasyonun gelecek y\u0131l sonunda y\u00fczde 25&#039;in biraz alt\u0131na gelebilece\u011fini tahmin ettiklerini ifade etti. Wietoska, asgari \u00fccrette de y\u00fczde 25&#039;lik bir art\u0131\u015f tahmin ettiklerini ifade etti.<\/p>\n<p>ABD Borsalar\u0131nda negatif seyir izlendi. Kapan\u0131\u015fta Dow Jones Endeksi, y\u00fczde 0,47 azal\u0131\u015fla 47.885,97 puana, S&amp;P500 Endeksi y\u00fczde 1,16 azalarak 6.721,43 puana ve Nasdaq Endeksi y\u00fczde 1,81 kay\u0131pla 22.693,32 puana geriledi. Avrupa Borsalar\u0131 da \u0130ngiltere hari\u00e7 g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n<p>ABD Ba\u015fkan\u0131 Donald Trump, ABD Merkez Bankas\u0131\u2019n\u0131n bir sonraki ba\u015fkan\u0131n\u0131n faiz oranlar\u0131n\u0131n \u00e7ok daha d\u00fc\u015f\u00fck olmas\u0131 gerekti\u011fine inanan bir isim olaca\u011f\u0131n\u0131 ifade ederken, mevcut Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n yerine ge\u00e7ecek ismi yak\u0131nda kamuoyuna duyuraca\u011f\u0131n\u0131 belirtti.<\/p>\n<p>ABD\u2019de mortgage ba\u015fvurular\u0131, 12 Aral\u0131k ile sona eren haftada \u00f6nceki haftaya k\u0131yasla y\u00fczde 3,8 azald\u0131. 30 y\u0131ll\u0131k mortgage faiz oran\u0131 ise y\u00fczde 6,33&#039;den y\u00fczde 6,38&#039;e y\u00fckseldi.<\/p>\n<p>Almanya\u2019da ifo i\u015f ortam\u0131 endeksi Aral\u0131k ay\u0131nda 87,6 oldu.<\/p>\n<p>\u0130ngiltere\u2019de t\u00fcketici fiyat endeksi, Kas\u0131m ay\u0131nda ayl\u0131k y\u00fczde 0,2 azal\u0131rken Ekim ay\u0131nda y\u00fczde 3,6 olan y\u0131ll\u0131k enflasyon, Aral\u0131k ay\u0131nda y\u00fczde 3,2\u2019ye geriledi.<\/p>\n<p>Euro B\u00f6lgesi\u2019nde t\u00fcketici fiyat endeksi, Kas\u0131m ay\u0131nda ayl\u0131k y\u00fczde 0,3 azald\u0131. Ekim ay\u0131nda y\u0131ll\u0131k y\u00fczde 2,1 olan y\u0131ll\u0131k enflasyon, Kas\u0131m ay\u0131nda da y\u00fczde 2,1 oldu.<\/p>\n<p>Bug\u00fcn g\u00fcndemdekiler\u2026 Yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131 kar\u0131\u015f\u0131k bir seyir izliyor. Dow Jones vadeli endeksi y\u00fczde 0,11 ekside. Dolar\/TL 42,73 ve Euro\/TL 50,29 seviyelerinden i\u015flem g\u00f6r\u00fcyor. Dolar endeksi 98,40 seviyesinde bulunurken Euro\/Dolar paritesi 1,1740 s\u0131n\u0131r\u0131nda. Brent tipi petrol 60,18 dolardan, alt\u0131n\u0131n onsu 4.332,74 dolardan ve gram\u0131 ise 5.952,35 liradan al\u0131c\u0131 buluyor.\u00a0\u00a0\u00a0<\/p>\n<p>Bug\u00fcn yurt i\u00e7inde TCMB\u2019nin 11 Aral\u0131k tarihli PPK toplant\u0131 tutana\u011f\u0131 yurt d\u0131\u015f\u0131nda ise ABD\u2019de t\u00fcketici fiyat endeksi, i\u015fsizlik ba\u015fvurular\u0131, Philadelphia Fed i\u015f ko\u015fullar\u0131 endeksi verileri takip edilecek. Ayr\u0131ca \u0130ngiltere Merkez Bankas\u0131 (BOE) ve Avrupa Merkez Bankas\u0131 (ECB) faiz kararlar\u0131n\u0131 a\u00e7\u0131klayacak.<\/p>\n<p>Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 (Beklenti) Anketi\u2026 Aral\u0131k 2025 tarihli TCMB piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketine g\u00f6re; Kas\u0131m ay\u0131nda y\u00fczde 0,87 artan T\u00dcFE\u2019nin Aral\u0131k ay\u0131nda y\u00fczde 1,08, 2026 y\u0131l\u0131 Ocak ay\u0131nda y\u00fczde 3,44, 2025 sonunda y\u00fczde 31,17 ve 2026 sonunda y\u00fczde 23,35 artmas\u0131 beklenmektedir. Yine ayn\u0131 ankette Dolar\/TL\u2019nin 2025 sonunda 43,06 ve 12 ay sonras\u0131nda ise 51,08 olmas\u0131 \u00f6ng\u00f6r\u00fclmektedir.<\/p>\n<p>Cari dengenin 2025 sonunda 21,3 milyar dolar, 2026 sonunda ise 25,2 milyar dolar a\u00e7\u0131k vermesi beklenmektedir. GSYH b\u00fcy\u00fcmesinin 2025 ve 2026\u2019da s\u0131ras\u0131yla y\u00fczde 3,5 ve y\u00fczde 3,9 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fclmektedir. TCMB haftal\u0131k repo faizinin 2026 y\u0131l sonunda ise y\u00fczde 28,15 olmas\u0131 beklenmektedir.<\/p>\n<p>Giri\u015fim Elektrik Sanayi Taahh\u00fct ve Ticaret A.\u015e. (GESAN; Haberin etkisi: Pozitif)<\/p>\n<p>\u015eirket, ENERJ\u0130SA&#039;ya ba\u011fl\u0131 da\u011f\u0131t\u0131m \u015firketi Toroslar Elektrik Da\u011f\u0131t\u0131m A.\u015e.&#039;den 18\/12\/2025 tarihinde imzalanacak 1(bir) s\u00f6zle\u015fme i\u00e7in davet alm\u0131\u015ft\u0131r. \u2018&#039;Trafo OSOS Projesi \u0130\u015fi Al\u0131m\u0131 (Adana)&#039;&#039; konulu s\u00f6zle\u015fmenin toplam bedeli vergiler hari\u00e7 111.388.398,09 TL + 2.984.064,44 Euro&#039;dur. G\u00fcncel Euro\/TL kuru ile s\u00f6zle\u015fmenin toplam bedeli vergiler hari\u00e7 261.214.690 TL&#039;dir.\u201d<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 18 Aral\u0131k (Hibya) \u2013 BMD Ara\u015ft\u0131rma, yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131n\u0131n kar\u0131\u015f\u0131k bir seyir izledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":21922,"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-21921","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\/21921","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=21921"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21921\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21922"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21921"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21921"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21921"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}