Marba\u015f Menkul De\u011ferler'in raporunda, i\u00e7 tarafta\u00a0ge\u00e7en 11.000 \u2013 11.500 band\u0131nda s\u0131n\u0131rl\u0131 hareketin s\u00fcrd\u00fc\u011f\u00fc izlenirken, yeni haftada CAATSA yapt\u0131r\u0131mlar\u0131yla ilgili resmi bir a\u00e7\u0131klama olmasa da iyimser haber ak\u0131\u015f\u0131yla birlikte g\u00f6rece pozitif seyrin s\u00fcrmesinin beklenece\u011fi vurguland\u0131. Y\u0131l\u0131n son g\u00fcnlerine gelinirken, \u00f6zellikle yurt d\u0131\u015f\u0131n\u0131n Noel Haftas\u0131na girmesiyle beraber yabanc\u0131n\u0131n etkisinin g\u00f6rece s\u0131n\u0131rl\u0131 kalmas\u0131 beklenirken \u015funlar kaydedildi:<\/p>\n
“Makro veri a\u00e7\u0131s\u0131ndan yeni g\u00fcnde enflasyon \u00fczerinde \u00f6nemli etkisi bulunan g\u0131da sekt\u00f6r\u00fcnden Tar\u0131msal Girdi Fiyat Endeksini takip edece\u011fiz. \u00d6zetle yeni haftada hem yabanc\u0131 ilginin az olmas\u0131 hem de makro veri anlam\u0131nda s\u0131n\u0131rl\u0131 takvim ile beraber haber ak\u0131\u015f\u0131 odakl\u0131 fiyatlamalar\u0131n s\u00fcrmesini beklerken 11.500 band\u0131na do\u011fru hareketlerin s\u00fcrmesini beklemekteyiz.<\/p>\n
ABD piyasalar\u0131nda ge\u00e7ti\u011fimiz haftan\u0131n yo\u011fun makro g\u00fcndemiyle olu\u015fan risk i\u015ftah\u0131ndaki daralman\u0131n ard\u0131ndan yeni haftada FED\u2019in ba\u015fkan de\u011fi\u015fikli\u011fi sonucu daha g\u00fcvercin olaca\u011f\u0131 beklentisiyle ve Micron Technology\u2019nin gelece\u011fe y\u00f6nelik beklentilerinin g\u00fc\u00e7l\u00fc olmas\u0131na paralel olarak riskli varl\u0131klarda ve \u00f6zellikle teknoloji hisselerinde pozitif seyrin hakim oldu\u011funu g\u00f6rmekteyiz. Buna ek olarak haber ak\u0131\u015flar\u0131na bakt\u0131\u011f\u0131m\u0131zda Oracle\u2019\u0131n, TikTok\u2019un ABD faaliyetlerini almas\u0131 ve H200 \u00e7iplerinin \u00c7in\u2019e sat\u0131lmas\u0131n\u0131n onaylanmas\u0131n\u0131n endeksler \u00fczerindeki pozitif etkisinin devam etti\u011fini g\u00f6rmekteyiz. \u00d6zetle yeni g\u00fcnde makro veri anlam\u0131nda zay\u0131f bir g\u00fcn ile beraber haber ak\u0131\u015flar\u0131 e\u015fli\u011finde pozitif seyrin s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlerken yeni haftan\u0131n devam\u0131na bakt\u0131\u011f\u0131m\u0131zda Noel Haftas\u0131 olmas\u0131yla beraber g\u00f6rece s\u0131n\u0131rl\u0131 hareketler beklemekteyiz.<\/p>\n
Asya-Pasifik\u2019te piyasalar\u0131 haftaya, ekonomik geli\u015fmeler ve artan jeopolitik ba\u015fl\u0131klar\u0131n etkisiyle temkinli bir g\u00f6r\u00fcn\u00fcmle ba\u015fl\u0131yor. \u00c7in\u2019de jeopolitik riskler \u00f6n planda. \u00dclkede uydu konumlama sistemlerinin sinyal bozucu m\u00fcdahaleye maruz kald\u0131\u011f\u0131na ili\u015fkin iddialar g\u00fcndeme gelirken, m\u00fcdahaleyi ger\u00e7ekle\u015ftiren taraf ve motivasyona y\u00f6nelik resmi bir de\u011ferlendirme yap\u0131lmad\u0131. Olayla ilgili hen\u00fcz adli bir soru\u015fturma ba\u015flat\u0131lmamas\u0131 belirsizli\u011fi art\u0131r\u0131yor. Bununla birlikte, \u00c7in\u2019in nadir toprak m\u0131knat\u0131s ihracat\u0131 Kas\u0131m ay\u0131nda t\u00fcm zamanlar\u0131n en y\u00fcksek ikinci seviyesine ula\u015farak stratejik minerallerde k\u00fcresel arz taraf\u0131ndaki \u00f6nemini bir kez daha ortaya koydu. Makro cephede politika duru\u015fu korunuyor. \u00c7in Merkez Bankas\u0131, g\u00f6sterge kredi faiz oranlar\u0131n\u0131 \u00fcst \u00fcste yedinci ayda da de\u011fi\u015ftirmeyerek b\u00fcy\u00fcmeyi destekleyici, temkinli politika \u00e7izgisini s\u00fcrd\u00fcrd\u00fc. Japonya\u2019da para politikas\u0131 sonras\u0131 kur g\u00fcndemi \u00f6ne \u00e7\u0131k\u0131yor. Japonya Merkez Bankas\u0131\u2019n\u0131n 19 Aral\u0131k\u2019ta ger\u00e7ekle\u015ftirdi\u011fi faiz art\u0131\u015f\u0131n\u0131n ard\u0131ndan, Yen\u2019de g\u00f6zlenen sert hareketler yak\u0131ndan izleniyor. Japonya d\u00f6viz yetkilileri, kurdaki a\u015f\u0131r\u0131 oynakl\u0131\u011fa kar\u015f\u0131 \u201cuygun\u201d ad\u0131mlar\u0131n at\u0131labilece\u011fi mesaj\u0131n\u0131 verdi. Enerji taraf\u0131nda ise Japonya\u2019n\u0131n Niigata b\u00f6lgesinin, d\u00fcnyan\u0131n en b\u00fcy\u00fck n\u00fckleer enerji santralini yeniden devreye alma karar\u0131n\u0131 pazartesi g\u00fcn\u00fc onaylamas\u0131 beklenirken, bu ad\u0131m\u0131n \u00fclkenin enerji arz g\u00fcvenli\u011fi a\u00e7\u0131s\u0131ndan \u00f6nemli bir d\u00f6n\u00fcm noktas\u0131 olabilece\u011fi de\u011ferlendiriliyor. Genel \u00e7er\u00e7evede Asya piyasalar\u0131nda jeopolitik belirsizlikler, merkez bankas\u0131 kararlar\u0131n\u0131n ard\u0131ndan olu\u015fan fiyatlamalar ve enerji g\u00fcndemi haftaya y\u00f6n veren ana ba\u015fl\u0131klar olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Avrupa taraf\u0131nda, merkez bankalar\u0131n\u0131n y\u0131l\u0131n son faiz kararlar\u0131n\u0131 de\u011ferlendirdi\u011fi haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fckseli\u015fle tamamlarken, Stoxx Europe 600 endeksi y\u00fczde 0,37 art\u0131\u015fla 587,5 puana y\u00fckseldi ve g\u00fcn i\u00e7inde 588,07 puanla rekor seviyeyi test etti. Bankac\u0131l\u0131k hisseleri y\u00fczde 0,53, savunma hisseleri y\u00fczde 1,46 ile pozitif ayr\u0131\u015f\u0131rken, otomotiv, petrol ve gaz hisselerinde de y\u00fckseli\u015f izlendi. \u00dclke endekslerinde FTSE 100, DAX 40 ve FTSE MIB art\u0131da kapan\u0131rken, BOE\u2019nin 25 baz puanl\u0131k faiz indirimi d\u0131\u015f\u0131nda ECB, Norges Bank ve Riksbank faizleri sabit tuttu. Jeopolitik g\u00fcndemde Rusya-Ukrayna \u00e7at\u0131\u015fmalar\u0131 s\u00fcrerken, Ukrayna Devlet Ba\u015fkan\u0131 Zelenskiy, ABD, Rusya ve Ukrayna\u2019dan yetkililerin kat\u0131l\u0131m\u0131yla \u00fc\u00e7l\u00fc bir g\u00f6r\u00fc\u015fme \u00f6nerildi\u011fini ve ABD-Ukrayna m\u00fczakerecilerinin olas\u0131 bar\u0131\u015f plan\u0131n\u0131 g\u00f6r\u00fc\u015fmek \u00fczere bir araya gelece\u011fini a\u00e7\u0131klad\u0131. Fransa\u2019da 2026 b\u00fct\u00e7e g\u00f6r\u00fc\u015fmelerinde uzla\u015f\u0131 sa\u011flanamamas\u0131 belirsizlik yarat\u0131rken, makro veriler taraf\u0131nda Almanya\u2019da t\u00fcketici g\u00fcveni Nisan 2024\u2019ten bu yana en d\u00fc\u015f\u00fck seviyeye geriledi, Bundesbank ise 2026 b\u00fcy\u00fcme tahminini a\u015fa\u011f\u0131, enflasyon tahminini yukar\u0131 y\u00f6nl\u00fc revize etti.<\/p>\n
Emtialar \u00fczerinde Ons Alt\u0131n nezdinde hem Dolar hem de Euro\u2019nun g\u00fcveni konusunda soru i\u015faretleri artarken, Alt\u0131n\u2019a y\u00f6nelik ilginin devam etti\u011fini izlerken Brent nezdinde ise arz y\u00f6nl\u00fc endi\u015feler nedeniyle y\u00fczde 1\u2019e yak\u0131n y\u00fckseli\u015f ile birlikte yeniden 60 dolar\u0131n \u00fczerinde fiyatlamalar\u0131 takip etmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta Yurt D\u0131\u015f\u0131 \u00dcretici Fiyat Endeksi ve Tar\u0131msal Girdi Fiyat Endeksini takip edece\u011fiz.<\/p>\n
K\u00fcresel tarafta ise makro haber ak\u0131\u015f\u0131n\u0131n g\u00f6rece s\u0131n\u0131rl\u0131 oldu\u011funu izlerken \u00f6nemli ak\u0131\u015f olarak \u0130ngiltere\u2019den gelecek b\u00fcy\u00fcme verilerini takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 22 Aal\u0131k (Hibya) – Marba\u015f Menkul De\u011ferler, Asya-Pasifik\u2019te piyasalar\u0131n haftaya, ekonomik geli\u015fmeler ve artan jeopolitik ba\u015fl\u0131klar\u0131n etkisiyle temkinli bir g\u00f6r\u00fcn\u00fcmle ba\u015flayaca\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":23425,"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-23424","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\/23424","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=23424"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/23424\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/23425"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=23424"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=23424"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=23424"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"