Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda “Haftay\u0131 kapat\u0131rken fiyatlamalar k\u00fcresel risk i\u015ftah\u0131n\u0131n yeniden
\ntoparland\u0131\u011f\u0131na i\u015faret ediyor: ABD\u2019de Kas\u0131m T\u00dcFE\u2019sinin y\u0131ll\u0131k y\u00fczde 2,7 ile beklentinin (y\u00fczde 3,1) alt\u0131nda gelmesi sonras\u0131 Wall Street geceyi art\u0131da kapatt\u0131; teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde Nasdaq y\u00fczde 1,38, S&P 500 y\u00fczde 0,79 y\u00fckselirken, Dow y\u00fczde 0,14 art\u0131da kald\u0131.” ifadelerine yer verildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Piyasa hikayesi iki eksende g\u00fc\u00e7lendi: \u201cyumu\u015fak enflasyon\u201d Fed\u2019in 2026\u2019ya sarkan indirim patikas\u0131na alan a\u00e7t\u0131; \u015firket taraf\u0131nda Micron\u2019un g\u00fc\u00e7l\u00fc AI d\u00f6ng\u00fcs\u00fcyle beklentilerin \u00e7ok \u00fczerinde k\u00e2r \u00f6ng\u00f6r\u00fcs\u00fc a\u00e7\u0131klamas\u0131 yar\u0131 iletken
\nzincirini yukar\u0131 \u00e7ekti. Seans i\u00e7inde Micron +y\u00fczde 10,2, Philadelphia Yar\u0131 \u0130letken Endeksi +y\u00fczde 2,6; t\u00fcketici a\u011f\u0131rl\u0131kl\u0131 hisseler S&P\u2019de g\u00fcn\u00fcn lideriydi. Lululemon\u2019da Elliott\u2019un hisse al\u0131m\u0131 haberi pozitif fiyatland\u0131; Trump Media & Technology Group\u2019un TAE Technologies ile birle\u015fme duyurusu dikkat \u00e7ekti. Yeni g\u00fcne gelirken vadeli i\u015flemler kar\u0131\u015f\u0131k; S&P 500 vadeli kontratlar yatay, Nasdaq vadeli kontratlar s\u0131n\u0131rl\u0131 art\u0131da izleniyor.<\/p>\n
Avrupa cephesinde ECB, faizleri sabit tutarken b\u00fcy\u00fcme ve enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne dair s\u00f6ylemini belirgin \u015fekilde daha pozitif tonda g\u00fcncelledi; bu, yak\u0131n vadede yeni indirimlerin kap\u0131s\u0131n\u0131 fiilen aral\u0131k b\u0131rakmayan bir duru\u015fa i\u015faret ediyor. Stoxx 600 per\u015fembe kapan\u0131\u015f\u0131nda yakla\u015f\u0131k y\u00fczde 0,9 y\u00fckselerek haftan\u0131n erken d\u00f6nemindeki kay\u0131plar\u0131n\u0131 telafi etti; DAX ve CAC 40\u2019ta y\u00fczde 1 civar\u0131 prim g\u00f6r\u00fcld\u00fc. \u015eirket haber ak\u0131\u015f\u0131nda BP\u2019nin Woodside CEO\u2019su Meg O\u2019Neill\u2019i Nisan 2026\u2019da g\u00f6reve ba\u015flayacak \u015fekilde tepe y\u00f6neticili\u011fe atamas\u0131 enerji kompleksi i\u00e7inde \u00f6ne \u00e7\u0131kt\u0131. \u00d6te yandan \u0130ngiltere\u2019de BoE, 5\u2019e kar\u015f\u0131 4 oyla politika faizini y\u00fczde 3,75\u2019e \u00e7ekerek \u201ctemkinli gev\u015feme\u201d patikas\u0131n\u0131 korudu; FTSE endeksleri karar\u0131 pozitif kar\u015f\u0131lad\u0131.<\/p>\n
Asya-Pasifik\u2019te risk i\u015ftah\u0131 Wall Street\u2019le senkron g\u00fc\u00e7 kazand\u0131; Bank of Japan\u2019\u0131n 30 y\u0131l\u0131n zirvesi olan y\u00fczde 0,75\u2019e yapt\u0131\u011f\u0131 art\u0131\u015fa ra\u011fmen Nikkei y\u00fczde 1\u2019in \u00fczerinde primlenirken, MSCI Asya-Pasifik g\u00f6stergesi de yukar\u0131 y\u00f6nl\u00fc bir seans ya\u015fad\u0131. Karar\u0131n ard\u0131ndan JGB 10 y\u0131ll\u0131k getirileri 2000\u2019lerin ortas\u0131ndan bu yana en y\u00fcksek seviyeleri test etti; yen karar sonras\u0131nda hafif zay\u0131flad\u0131. B\u00f6lgesel ak\u0131\u015fta \u00c7in\u2019de gen\u00e7 i\u015fsizlik oran\u0131n\u0131n Kas\u0131m\u2019da y\u00fczde 16,9\u2019a gerilemesi ve ByteDance\u2019in ABD\u2019de TikTok\u2019un faaliyeti i\u00e7in ortak giri\u015fim plan\u0131 da g\u00fcndemdeydi.<\/p>\n
Kur ve tahvil taraf\u0131nda dolar endeksi bir haftan\u0131n zirvelerine yak\u0131n seyrini koruyor; ABD 10 y\u0131ll\u0131k tahvil faizi d\u00fcn\u00fcn kapan\u0131\u015f\u0131na g\u00f6re 4,12\u2013 4,13 band\u0131nda s\u0131k\u0131\u015fmay\u0131 s\u00fcrd\u00fcrerek enflasyon verisi sonras\u0131 gev\u015femeyi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde korudu. BoJ ad\u0131m\u0131 sonras\u0131 USD\/JPY 155,9 civar\u0131nda hafif yukar\u0131 e\u011fimli; ECB\u2019nin \u201cdaha pozitif\u201d s\u00f6ylemi euroyu
\ng\u00f6rece desteklese de DXY\u2019nin diren\u00e7li g\u00f6r\u00fcn\u00fcm\u00fc maj\u00f6rlerde se\u00e7ici hareketleri beraberinde getiriyor.<\/p>\n
Emtia cephelerinde tablo kar\u0131\u015f\u0131k: spot alt\u0131n y\u00fczde 0,3 geri \u00e7ekilerek 4.318 $ seviyesine inse de hafta genelinde h\u00e2l\u00e2 art\u0131da; g\u00fcm\u00fc\u015f k\u0131sa vadeli k\u00e2r realizasyonuna ra\u011fmen bu hafta y\u00fczde 5 y\u00fckseli\u015fle ve \u00e7ar\u015famba g\u00f6rd\u00fc\u011f\u00fc 66,88 $ rekoruyla man\u015fette kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Petrol ise jeopolitik risklerde tansiyonun g\u00f6rece d\u00fc\u015fmesi ve arz taraf\u0131ndaki rahatlama alg\u0131s\u0131yla haftay\u0131 ikinci kez ekside kapatmaya haz\u0131rlan\u0131yor; Brent 59,7 $, WTI 56 $ civar\u0131nda yatay-zay\u0131f. End\u00fcstriyel metallerde bak\u0131r, arz a\u00e7\u0131\u011f\u0131na ve AI kaynakl\u0131 yap\u0131sal talep anlat\u0131s\u0131na ra\u011fmen y\u0131l
\nsonu yakla\u015f\u0131rken dalgal\u0131\u20143 ayl\u0131k LME kontratlar\u0131 11.6\u201312.0 bin $\/ton band\u0131nda oynak bir haftay\u0131 geride b\u0131rak\u0131yor.<\/p>\n
EUR\/USD<\/p>\n
EURUSD paritesi 19 Aral\u0131k sabah\u0131 itibar\u0131yla 1,17 e\u015fi\u011finin hemen \u00fczerinde, 1,1713\u20131,1763 g\u00fcn i\u00e7i band\u0131nda 1,1720\u2013 1,1730 civar\u0131nda konsolide oluyor; b\u00f6ylece son bir y\u0131lda dolara kar\u015f\u0131 y\u00fczde 12\u2019nin \u00fczerinde primli seyrini koruyor. D\u00fcn a\u00e7\u0131klanan ve beklentinin belirgin alt\u0131nda kalan ABD T\u00dcFE verisi ile birlikte BoE\u2019nin faiz indirip ECB\u2019nin faizi sabit tutmas\u0131, dolar endeksini bask\u0131larken euro lehine kademeli g\u00fc\u00e7lenme temas\u0131n\u0131 canl\u0131 tutuyor. Hafta kapan\u0131\u015f\u0131 itibariyle 1.1770 b\u00f6lgesinin \u00fczerindeki olas\u0131 kal\u0131c\u0131l\u0131k Euro\u2019nun g\u00fc\u00e7lenmesine zemin haz\u0131rlayabilir.<\/p>\n
Ons alt\u0131n<\/p>\n
Ons alt\u0131n bu sabah 4.320 dolar civar\u0131nda, son bir ayda yakla\u015f\u0131k y\u00fczde 6,5 ve y\u0131l ba\u015f\u0131ndan bu yana y\u00fczde 65 civar\u0131nda primle rekor b\u00f6lgeye yak\u0131n fiyatlan\u0131yor. Zay\u0131flayan dolar, ABD\u2019de beklenenden d\u00fc\u015f\u00fck a\u00e7\u0131klanan enflasyon verisi ve Fed\u2019in indirim d\u00f6ng\u00fcs\u00fcne ili\u015fkin beklentilerin g\u00fc\u00e7lenmesi, alt\u0131n\u0131 4.200\u20134.300 dolar band\u0131n\u0131n \u00fczerinde tutan ana makro hikayeyi olu\u015fturmaya devam ediyor. Haftal\u0131k teknik g\u00f6r\u00fcn\u00fcmler, 4.150 dolar civar\u0131na kadar olas\u0131 geri \u00e7ekilmeleri rallinin i\u00e7inde \u201cd\u00fczeltme\u201d olarak okuyan, ard\u0131ndan 4.400 dolar ve \u00fczerine uzayan yeni bir y\u00fckseli\u015f baca\u011f\u0131n\u0131 masada tutan senaryolara i\u015faret ediyor.<\/p>\n
Brent<\/p>\n
Petrol piyasas\u0131nda hala zay\u0131f talep, y\u00fcksek stoklar ve 2026\u2019ya kadar fiyatlar\u0131n 55 dolar civar\u0131na do\u011fru daha da
\ngerileyebilece\u011fine i\u015faret eden projeksiyonlar \u201carz fazlas\u0131\u201d temas\u0131n\u0131 g\u00fc\u00e7lendirirken, Rusya yapt\u0131r\u0131mlar\u0131, Venezuela kaynakl\u0131 tanker gerilimleri ve Ukrayna sava\u015f\u0131na ili\u015fkin bar\u0131\u015f s\u00f6ylemleri arz taraf\u0131nda birbirini dengeleyen haber ba\u015fl\u0131klar\u0131 yarat\u0131yor. Bu sabah 60 dolar\u0131n alt\u0131nda konsolide olan Brent petrolde bu seviyenin alt\u0131ndaki fiyatlamalarda gev\u015femenin devam\u0131 beklenebilir. 60 dolar\u0131n \u00fczerindeki haftal\u0131k kapan\u0131\u015flarda ise momentum devam edebilir.<\/p>\n
NASDAQ100<\/p>\n
Nasdaq 100 endeksi d\u00fcn g\u00fcn\u00fc yakla\u015f\u0131k y\u00fczde 1,5 y\u00fckseli\u015fle 25.000 puan\u0131n biraz \u00fczerinde kapatt\u0131; b\u00f6ylece \u00f6nceki g\u00fcnk\u00fc sert d\u00fc\u015f\u00fc\u015f sonras\u0131, beklenenden daha d\u00fc\u015f\u00fck gelen ABD T\u00dcFE verisi ve teknoloji hisselerindeki g\u00fc\u00e7l\u00fc toparlanmayla yeniden 25.000 e\u015fi\u011finin \u00fczerine yerle\u015fti. Bug\u00fcn itibar\u0131yla Nasdaq 100 vadeli kontratlar\u0131 25.000 band\u0131nda hafif art\u0131da seyrederken, y\u0131l i\u00e7indeki g\u00fc\u00e7l\u00fc ralliye ra\u011fmen endeks hala 26.182 puandaki tarihi zirvesinin bir miktar alt\u0131nda dalgalan\u0131yor. Hafta kapan\u0131\u015f\u0131 itibariyle 25.070 seviyesinin \u00fczerindeki tutunma senaryosunda teknoloji endeksindeki pozitif seyir peki\u015febilir.”<\/p>\n
<\/strong> \u0130stanbul, 19 Aral\u0131k (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, Nasdaq vadeli kontratlar\u0131n s\u0131n\u0131rl\u0131 art\u0131da izleniyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":22436,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-22435","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/22435","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=22435"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/22435\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/22436"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=22435"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=22435"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=22435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"