Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e\u2019nin raporunda haftan\u0131n d\u00f6rd\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcne girerken man\u015fetlerde Wall Street\u2019in d\u00fcnk\u00fc sert sat\u0131\u015f\u0131yla tetiklenen \u201cAI harcama\/fonlama\u201d endi\u015fesinin, \u0130ngiltere\u2019de Kas\u0131m T\u00dcFE\u2019sinin beklenmedik h\u0131zda y\u00fczde 3,2\u2019ye gerilemesi sonras\u0131 BoE\u2019nin bug\u00fcn 25 bp indirim yapaca\u011f\u0131 beklentisi ve BOJ\u2019un yar\u0131n sonu\u00e7lanacak toplant\u0131s\u0131nda 0,75 puana y\u00fckseltme olas\u0131l\u0131\u011f\u0131yla JGB 10Y\u2019nin 18 y\u0131l\u0131n zirvesi (\u2248y\u00fczde 1,98) \u00e7evresinde tutunmas\u0131n\u0131n ayn\u0131 hikayede bulu\u015ftu\u011fu belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201cJeopolitik cephede Venezuela\u2019ya y\u00f6nelik tanker \u201cblokaj\u0131\u201d ve Rus enerji sekt\u00f6r\u00fcne ek yapt\u0131r\u0131m ihtimali petrolde tekrar risk primini \u00f6ne ta\u015f\u0131rken; alt\u0131n ve g\u00fcm\u00fc\u015f taraf\u0131nda rekorlara yak\u0131n fiyatlama ve bak\u0131rda arz a\u00e7\u0131\u011f\u0131 anlat\u0131s\u0131 metallerde g\u00fc\u00e7l\u00fc rejimi koruyor. Dolar endeksi 98,4 civar\u0131nda temkinli g\u00fc\u00e7l\u00fc, ABD uzun faizleri ise y\u00fczde 4,15 band\u0131na \u00e7\u0131palanm\u0131\u015f durumda, g\u00fcn\u00fcn anlat\u0131s\u0131 veri ve merkez bankas\u0131 ba\u015fl\u0131klar\u0131na duyarl\u0131, se\u00e7ici-risk i\u015ftah\u0131 ile dar bantl\u0131 oynakl\u0131k.<\/p>\n
Wall Street d\u00fcn g\u00fcn sonunu S&P 500 -y\u00fczde 1,2, Nasdaq -y\u00fczde 1,8, Dow – y\u00fczde 0,5 ile kapatt\u0131; sat\u0131\u015f\u0131n lokomotifi yine mega-cap teknoloji\/yar\u0131 iletkenler olurken, enerji hisseleri petrol toparlanmas\u0131 e\u015fli\u011finde g\u00f6reli diren\u00e7 g\u00f6sterdi. Man\u015fette Oracle\u2019\u0131n, Blue Owl finansman\u0131 \u00e7ekildi\u011fi i\u00e7in 10 milyar $\u2019l\u0131k veri merkezi projesinde gecikme riskinin fiyatlanmas\u0131yla -y\u00fczde 5,4 gerilemesi \u201cAI finansman\u0131\u201dna dair temkinin sembol\u00fc oldu; g\u00fcn\u00fcn erken saatlerinde vadelilerde s\u0131n\u0131rl\u0131 toparlanma (S&P e-mini ~+y\u00fczde 0,2; Nasdaq ~+y\u00fczde 0,3) g\u00f6r\u00fcl\u00fcrken, ak\u015fam a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc rehberlik sonras\u0131 Micron\u2019\u0131n kapan\u0131\u015f sonras\u0131 y\u00fckseli\u015fi bellek\/ekipman grubuna moral verdi. Piyasa anlat\u0131s\u0131nda, veri takvimi ve merkez bankas\u0131 ileti\u015fimi netle\u015fene dek teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde de\u011ferlemeye hassas geri \u00e7ekilme ile d\u00f6ng\u00fcsellerde se\u00e7ici ayr\u0131\u015fma birlikte izleniyor.<\/p>\n
Avrupa taraf\u0131nda d\u00fcn STOXX 600 bankalar-emtia hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fcn\u00fc art\u0131da tamamlad\u0131; \u0130ngiltere T\u00dcFE s\u00fcrprizi sonras\u0131 BoE i\u00e7in indirim beklentisi g\u00fc\u00e7lenirken, sterlin zay\u0131flad\u0131, FTSE 100 bankac\u0131l\u0131k\/enerji hisseleriyle pozitif ayr\u0131\u015ft\u0131. \u015eirket cephesinde BP, Woodside CEO\u2019su Meg O\u2019Neill\u2019i 2026 ba\u015f\u0131nda g\u00f6revi devralmak \u00fczere yeni CEO olarak atad\u0131; bu ad\u0131m\u0131n, grubun ya\u011f-gaz oda\u011f\u0131n\u0131 g\u00fc\u00e7lendirme ve nakit ak\u0131\u015f\u0131\/\u00f6zsermaye karl\u0131l\u0131\u011f\u0131na d\u00f6n\u00fc\u015f stratejisinde h\u0131zlanma sinyali olarak okunmas\u0131, Avrupa enerji hisseleri \u00fczerindeki duyguyu destekledi.<\/p>\n
Asya-Pasifik sabah\u0131nda, Wall Street\u2019in teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn yans\u0131mas\u0131yla Nikkei ve Kospi zay\u0131f; Hang Seng s\u0131n\u0131rl\u0131 ekside, \u015eanghay ise yatay-art\u0131 bantta sal\u0131n\u0131yor. Piyasan\u0131n oda\u011f\u0131nda BOJ\u2019un olas\u0131 art\u0131\u015f\u0131 ve buna paralel JGB 10Y getirilerinin y\u00fczde 1,98 civar\u0131nda tarihsel zirvelere yak\u0131n seyri var; bu durum USD\/JPY oynakl\u0131\u011f\u0131n\u0131 s\u0131n\u0131rl\u0131 da olsa y\u00fcksek tutuyor. B\u00f6lgesel ba\u015fl\u0131klarda Japonya\u2019da 2028\u2019den itibaren devreye girmesi planlanan EV\/plug-in vergi d\u00fczenlemesi otomotiv-batarya zincirinde temkin yarat\u0131rken, \u00c7in\u2019in enerji ve emtia ithalat kompozisyonundaki kaymalar Asya rafineri marjlar\u0131 ve navlunlarda yeniden fiyatlan\u0131yor.<\/p>\n
Emtialar kar\u0131\u015f\u0131k ama y\u00fcksek fiyat rejimini koruyor. Alt\u0131n sabah saatlerinde 4.335 dolar seviyesinde stabil, g\u00fcm\u00fc\u015f 66 dolar civar\u0131nda tarihi zirveye yak\u0131n. Brent 60 dolar\/varil, WTI 56 dolar\/varil, ABD\u2019nin Venezuela tankerlerine \u201cblokaj\u201d karar\u0131 ve Rusya petrol\u00fcne ek yapt\u0131r\u0131m olas\u0131l\u0131klar\u0131n\u0131n tetikledi\u011fi arz riskleriyle yukar\u0131 y\u00f6nl\u00fc; bununla birlikte k\u0131sa vadede, Asya talebinin zay\u0131fl\u0131\u011f\u0131 ve stok g\u00f6r\u00fcn\u00fcm\u00fc yukar\u0131 hareketi s\u0131n\u0131rlayabilir. Bak\u0131r taraf\u0131nda fon ak\u0131mlar\u0131 ve arz a\u00e7\u0131\u011f\u0131 hik\u00e2yesi ile 11,7\u201312 bin dolar\/ton band\u0131na yak\u0131n sal\u0131n\u0131m s\u00fcrerken; platin ve paladyum da g\u00fc\u00e7l\u00fc yat\u0131r\u0131m talebi ve otomotiv talebindeki toparlanma beklentileriyle yukar\u0131 e\u011filimini koruyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 18 Aral\u0131k (Hibya) \u2013 Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, emtialar\u0131n kar\u0131\u015f\u0131k ama y\u00fcksek fiyat rejimini korudu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":21930,"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-21929","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\/21929","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=21929"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21930"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"