Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda “K\u00fcresel man\u015fette de\u011ferli metallerin tarihi zirveleri ile y\u0131l sonu
\nlikiditesinde \u201crisk se\u00e7icili\u011fi\u201d temas\u0131 yan yana ilerliyor: alt\u0131n sabah saatlerinde yeni rekor b\u00f6lgesi 4.390$ e\u015fi\u011finde, g\u00fcm\u00fc\u015f ise 69$ seviyesine t\u0131rmanarak y\u0131l i\u00e7i primini \u00fc\u00e7 hanelere ta\u015f\u0131d\u0131.” ifadelerine yer verildi. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Bu hareketin arkas\u0131nda Fed\u2019in son \u00e7eyrekte yapt\u0131\u011f\u0131 25 bp\u2019lik indirim sonras\u0131 2026\u2019ya sarkan ek gev\u015feme beklentisi, merkez bankas\u0131 al\u0131mlar\u0131 ve zay\u0131f-seyirli dolar anlat\u0131s\u0131 \u00f6ne \u00e7\u0131k\u0131yor. Emtialardaki g\u00fcvenli liman talebi, hafta sonu ABD\u2019nin Venezuela a\u00e7\u0131klar\u0131nda bir petrol tankerini durdurmas\u0131 ve Rusya-Ukrayna hatt\u0131ndaki askeri gerilim haberleriyle desteklenirken, k\u00fcresel hisse senetlerinde y\u0131l sonu kapan\u0131\u015flar\u0131na \u00f6zg\u00fc s\u0131\u011fla\u015fan hacimlere ra\u011fmen iyimser ton korunuyor.<\/p>\n
Wall Street haftay\u0131 Cuma g\u00fcn\u00fc teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde art\u0131da kapatt\u0131 (S&P 500 +y\u00fczde 0,88, Nasdaq +y\u00fczde 1,31, Dow +y\u00fczde 0,38); yar\u0131 iletken zincirinde Micron rehberli\u011finin tetikledi\u011fi toparlanma s\u00fcrerken, t\u00fcketici taraf\u0131nda Nike \u00c7in zay\u0131fl\u0131\u011f\u0131 ve marj bask\u0131s\u0131yla geriledi. Aktivist haber ak\u0131\u015f\u0131nda Elliott\u2019\u0131n Lululemon\u2019da 1 milyar $+ b\u00fcy\u00fckl\u00fc\u011f\u00fcnde pay ald\u0131\u011f\u0131na ili\u015fkin geli\u015fmeler, perakende segmentinde se\u00e7ici al\u0131mlar\u0131 destekledi. Yeni g\u00fcne girerken ABD endeks vadelileri tatil k\u0131sal\u0131 haftaya \u201c\u0131l\u0131ml\u0131 pozitif\u201d ba\u015fl\u0131yor (S&P 500 e-mini ~+y\u00fczde 0,3, Nasdaq-100 ~+y\u00fczde 0,5).<\/p>\n
Avrupa cephesinde haftan\u0131n son i\u015flem g\u00fcn\u00fcnde STOXX 600 rekor kapan\u0131\u015fla (y\u00fczde +0,4, 587,5) y\u0131l sonu rallisini tazeledi; sekt\u00f6rlerde savunma ve sigorta \u00f6ne \u00e7\u0131karken enerji hisseleri de petrol toparlanmas\u0131yla e\u015flik etti. Politika taraf\u0131nda ECB Aral\u0131k toplant\u0131s\u0131nda faizleri sabit tutup b\u00fcy\u00fcme\/enflasyon projeksiyonlar\u0131n\u0131 yukar\u0131 g\u00fcncelleyerek yak\u0131n vade i\u00e7in \u201cbekle- g\u00f6r\u201d duru\u015funu g\u00fc\u00e7lendirdi; BoE ise ge\u00e7en hafta \u201cdar farkla\u201d 25 bp indirime giderken ileti\u015fimini temkinli tonda b\u0131rakt\u0131.<\/p>\n
Asya-Pasifik\u2019te pozitif Wall Street kapan\u0131\u015f\u0131n\u0131n etkisiyle risk i\u015ftah\u0131 g\u00fc\u00e7lendi: MSCI Asya Pasifik sabah saatlerinde +y\u00fczde 0,8, Nikkei +y\u00fczde 1,9 civar\u0131 y\u00fckseli\u015fle ihracat\u00e7\u0131 a\u011f\u0131rl\u0131kl\u0131 sepetlerde \u00f6ne \u00e7\u0131kt\u0131; Hang Seng TECH alt endeksi de art\u0131da. Man\u015fette BOJ\u2019un ge\u00e7en hafta politika faizini 0,75y\u00fczde \u2019e ta\u015f\u0131yarak 30 y\u0131l\u0131n zirvesine \u00e7\u0131karmas\u0131 var; ancak Ueda\u2019n\u0131n ileriye d\u00f6n\u00fck temkinli mesajlar\u0131 ve getiri e\u011frisindeki bask\u0131 nedeniyle yen yeniden zay\u0131f seyrediyor, yetkililer \u201ca\u015f\u0131r\u0131 oynakl\u0131\u011fa m\u00fcdahale uyar\u0131s\u0131\u201dn\u0131 yineliyor. \u00c7in\u2019de emlak taraf\u0131nda Vanke\u2019nin vade
\nuzatma oylamas\u0131n\u0131n sonucu beklenirken, olas\u0131 bir \u201ctemerr\u00fct riski\u201d man\u015fet ak\u0131\u015f\u0131nda yer tutuyor.<\/p>\n
Emtialar: Alt\u0131n ve g\u00fcm\u00fc\u015fte taze tarihi zirveler yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenli liman ve \u201creel getiri\u201d aray\u0131\u015f\u0131n\u0131 yans\u0131t\u0131yor;
\nplatin\/paladyum da \u00e7ok y\u0131ll\u0131 zirvelere yak\u0131n. Brent ~61 $\/varil, WTI ~57 $\/varil seviyelerinde, Venezuela a\u00e7\u0131klar\u0131ndaki tanker durdurma haberleri ve b\u00f6lgesel g\u00fcvenlik ba\u015fl\u0131klar\u0131yla risk primi s\u00fcrerken, 2026\u2019ya y\u00f6nelik \u201carz fazlas\u0131\u201d anlat\u0131s\u0131 yukar\u0131 y\u00f6n\u00fc s\u0131n\u0131rl\u0131yor. Bak\u0131r taraf\u0131nda LME 3-ay kontratlar\u0131 ~11,9 bin $\/ton band\u0131nda, d\u00fc\u015f\u00fck stok ve fon ak\u0131mlar\u0131yla rekor b\u00f6lgelere yak\u0131n i\u015flem g\u00f6r\u00fcyor.<\/p>\n
EUR\/USD<\/p>\n
EURUSD paritesi yeni hataya ba\u015flarken 1,17 civar\u0131nda dalgalan\u0131yor. Fed\u2019in 10 Aral\u0131k\u2019ta politika faizini y\u00fczde 3,50\u20133,75 band\u0131na \u00e7ekmesinin ard\u0131ndan dolar endeksinin 98 civar\u0131na do\u011fru geri gelmesi, ECB\u2019nin faizi y\u00fczde 2,00 seviyesinde tutarken g\u00f6rece diren\u00e7li b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne vurgu yapmas\u0131yla birlikte euro lehine ayr\u0131\u015fma temas\u0131n\u0131 g\u00fc\u00e7lendiriyor. Bu hafta genelinde 1,1730 \u00fczerindeki b\u00f6lgede olas\u0131 tutunma senaryolar\u0131, Euro lehine
\ng\u00fc\u00e7lenmeyi art\u0131rabilir.<\/p>\n
Ons alt\u0131n<\/p>\n
Ons alt\u0131n 22 Aral\u0131k sabah\u0131 4.370\u20134.390 dolar band\u0131nda, g\u00fcn i\u00e7i i\u015flemlerde 4.338\u20134.395 dolar aral\u0131\u011f\u0131nda hareket
\nederek 4.380 dolar civar\u0131ndaki tarihi zirve b\u00f6lgesini yeniden test ediyor ve 2.596\u20134.395 dolarl\u0131k 52 haftal\u0131k
\naral\u0131\u011f\u0131n tepe noktas\u0131na yak\u0131n fiyatlanmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Dolar endeksinin 98 seviyelerine yak\u0131n zay\u0131f seyri ve Fed\u2019in Aral\u0131k toplant\u0131s\u0131nda faizi y\u00fczde 3,50\u20133,75 band\u0131na indirip sonraki ad\u0131mlar i\u00e7in \u201cveri ba\u011f\u0131ml\u0131, temkinli\u201d bir duru\u015fa ge\u00e7mesi, jeopolitik risklerle birlikte alt\u0131n talebini canl\u0131 tutuyor. Bug\u00fcn 4380 band\u0131 \u00fczerindeki kapan\u0131\u015flar y\u00fckseli\u015f ivmesinin devam\u0131n\u0131 destekleyebilir.<\/p>\n
Brent<\/p>\n
Brent petrol 22 Aral\u0131k sabah\u0131 60,6 dolar civar\u0131nda, g\u00fcn i\u00e7i 60,6\u201361,1 dolar band\u0131nda hafif pozitif seyir izleyerek
\nge\u00e7ti\u011fimiz g\u00fcnlerde g\u00f6r\u00fclen be\u015f y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyeleri yak\u0131n\u0131nda yatay\u2013zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc koruyor. Haftaya
\nba\u015flarken ABD\u2019nin Venezuela a\u00e7\u0131klar\u0131nda bir petrol tankerini durdurdu\u011funa ili\u015fkin haberler arz taraf\u0131nda yeni
\nbelirsizlikler yarat\u0131p fiyat\u0131 desteklese de, piyasada ana tema h\u00e2l\u00e2 y\u00fcksek arz, LNG bollu\u011fu ve zay\u0131f talep nedeniyle arz fazlas\u0131 endi\u015feleri \u015feklinde okunuyor. Dipten toparlanma sinyalleri veren Brent cephesinde 62 dolar
\nb\u00f6lgesi diren\u00e7 hatt\u0131 olarak yak\u0131ndan takip edilecek.<\/p>\n
NASDAQ100<\/p>\n
Nasdaq 100 endeksi ge\u00e7en haftay\u0131 25.346 puan civar\u0131nda tamamlarken, Noel haftas\u0131na girerken vadeli kontratlar 25.600\u2013 25.700 band\u0131nda hafif art\u0131da i\u015flem g\u00f6r\u00fcyor ve piyasa kat\u0131l\u0131mc\u0131lar\u0131 s\u0131n\u0131rl\u0131 bir \u201cSanta rallisi\u201d ihtimalini fiyatl\u0131yor. Endeks, Micron Technology ve NVIDIA\u2019dan gelen g\u00fc\u00e7l\u00fc bilan\u00e7o ve rehberli\u011fin \u00f6nc\u00fcl\u00fck etti\u011fi teknoloji rallisi sayesinde ge\u00e7en hafta yakla\u015f\u0131k y\u00fczde 0,6 y\u00fckselirken, getirilerin \u00f6nemli k\u0131sm\u0131n\u0131n s\u0131n\u0131rl\u0131 say\u0131daki yapay zeka odakl\u0131 mega teknoloji hissesinden geliyor olmas\u0131 \u201cAI balonu\u201d tart\u0131\u015fmalar\u0131n\u0131 canl\u0131 tutuyor. Teknik g\u00f6r\u00fcn\u00fcmde 25.190 b\u00f6lgesinin \u00fczerindeki kal\u0131c\u0131l\u0131k, momentumun devam\u0131 anlam\u0131na gelebilir.”<\/p>\n
<\/strong> \u0130stanbul, 22 Aral\u0131k (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, EURUSD paritesinin yeni hataya ba\u015flarken 1,17 civar\u0131nda dalgalan\u0131yor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":23397,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-23396","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\/23396","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=23396"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/23396\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/23397"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=23396"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=23396"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=23396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"